HAWTHORN MONTESSORI SCHOOL (EIN 833585521) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

KATIE ANDERSON

Tax Period

2024-07-01 to 2025-06-30

HAWTHORN MONTESSORI SCHOOL, founded in 2019, is a small nonprofit in the Education sector that reported $162K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $183K exceeded revenue, resulting in a 13% operating deficit.

Mission

HAWTHORN MONTESSORI SCHOOL IS A MEMBER OF THE WILDFLOWER SCHOOLS NETWORK. WILDFLOWER SCHOOLS OFFER AN EXPERIENCE FOR CHILDREN AND A COMMUNITY FOR FAMILIES THAT CAN BE HARD TO FIND THESE DAYS. THEY FOLLOW THE PRINCIPLES THAT MARIA MONTESSORI DEVELOPED 100 YEARS AGO.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $63,875

Program Service Revenue $97,652

Investment Income $0

Other Revenue $0

TOTAL REVENUE $161,527

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,849

Fundraising Expenses $0

Program Expenses $164,947

Other Expenses $57,339

TOTAL EXPENSES $183,232

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,527	$295,188	-0.5%
Expenses	$183,232	$299,806	-0.4%
Net Income	$-21,705	$-4,618	+3.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$102,422

Total Directors

$115,974

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE ANDERSON	DIRECTOR	35.00	Officer Director	$51,211	$0	$102,422
CHAD STORCK	DIRECTOR	5.00	Director	$6,776	$0	$13,552
JEANA OLESZEWSKI	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE POWELL	DIRECTOR	2.00	Director	$0	$0	$0
BIANCA GRAGG	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$161,527	$183,232	$143,859	$-21,705
2024	$295,188	$299,806	$187,397	$-4,618
2023	$334,634	$264,428	$215,659	$70,206
2022	$300,742	$216,721	$163,300	$84,021
2021	$226,371	$232,334	$100,005	$-5,963

HAWTHORN MONTESSORI SCHOOL