SUNDROPS MONTESSORI SCHOOL (EIN 833737237) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

THE OFFICE

Phone

4083574091

Tax Period

2024-07-01 to 2025-06-30

SUNDROPS MONTESSORI SCHOOL, founded in 2019, is a small nonprofit that reported $391K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $121K, a strong 31% operating margin.

Mission

EDUCATION

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $52,004

Program Service Revenue $338,363

Investment Income $954

Other Revenue $0

TOTAL REVENUE $391,321

Expense Breakdown

Grants Paid $5,125

Salaries & Benefits $201,364

Fundraising Expenses $0

Program Expenses $211,672

Other Expenses $63,942

TOTAL EXPENSES $270,431

Year-over-Year Comparison

	2024	2023	Change
Revenue	$391,321	$307,248	+0.3%
Expenses	$270,431	$253,156	+0.1%
Net Income	$120,890	$54,092	+1.2%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$180,000

Total Directors

$180,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN BOLUNA	CO-FOUNDER & PRESIDENT	40	Officer Director	$90,000	$0	$90,000
ENCARNACION BUENDIA	CO-FOUNDER & TREASURER	40	Officer Director	$90,000	$0	$90,000
ISABELLE PARKER	BOARD SECRETARY	1	Officer Director	$0	$0	$0
ALISON BOTT	BOARD MEMBER	1	Director	$0	$0	$0
MARIA JOSE PEREZ-VIZCAINO	BOARD MEMBER	1	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	$391,321	$270,431	$352,481	$120,890
2024	No data	No data	No data	No data
2023	$239,684	$190,522	$197,591	$49,162
2022	$278,727	$172,951	$133,167	$105,776

SUNDROPS MONTESSORI SCHOOL