DENVER MONTESSORI SOCIETY (EIN 840536045) - 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

1964

Legal Domicile

Principal Officer

JULIE BRAGDON

Phone

3037569441

Tax Period

2024-07-01 to 2025-06-30

DENVER MONTESSORI SOCIETY, founded in 1964, is a community nonprofit in the Education sector that reported $10.0M in total revenue in fiscal year 2024.

Mission

WE SUPPORT AND NURTURE A CHILD'S DEVELOPMENT IN: PHYSICAL, INTELLECTUAL, LANGUAGE, AND SOCIAL.

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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 $784,588

Program Service Revenue $9,089,600

Investment Income $156,920

Other Revenue $-56,106

TOTAL REVENUE $9,975,002

Expense Breakdown

Grants Paid $593,625

Salaries & Benefits $7,035,385

Fundraising Expenses $735,303

Program Expenses $8,307,879

Other Expenses $2,580,858

TOTAL EXPENSES $10,373,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,975,002	$9,590,234	+0.0%
Expenses	$10,373,225	$9,543,703	+0.1%
Net Income	$-398,223	$46,531	-9.6%

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

133

Volunteers

160

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

$496,589

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRISTIN BROWN	CHAIR	1.00	Officer Director	$0	$0	$0
BROOKE FLAVIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
VINCENT DIPIETRO	TREASURER	3.00	Officer Director	$0	$0	$0
LORIEN BUTLER	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER TARIN	EXECUTIVE TRUSTEE	1.00	Officer Director	$0	$0	$0
BEN SCHEIER	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS VASCARDI	TRUSTEE	1.00	Director	$0	$0	$0
GREG BLANCHARD	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY TROGGIO	TRUSTEE	1.00	Director	$0	$0	$0
LUCAS BARROWMAN	TRUSTEE	1.00	Director	$0	$0	$0
MARK TWAROGOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
SHILPA ARORA	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT PORTER	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA COOPERMAN	TRUSTEE	1.00	Director	$0	$0	$0
BECKY COOPERMAN	TRUSTEE	1.00	Director	$0	$0	$0
JESSE RUSSELL	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY HOFFMAN	TRUSTEE	1.00	Director	$0	$0	$0
JULIE BRAGDON	HEAD OF SCHOOL	40.00	Officer	$308,859	$29,541	$338,400
CHRISTINE FABIAN	DIR. OF FINANCIAL OPERATIONS (PART YEAR)	40.00	Officer	$157,012	$1,177	$158,189
JESSE AERNI	DIR. OF FINANCIAL OPERATIONS	40.00	Officer	$0	$0	$0
ANNE HEWETSON	DEAN OF PROGRAM	40.00	Highest	$133,219	$11,167	$144,386
RACHEL NORTHROP	DIRECTOR OF EARLY CHILDHOOD	40.00	Highest	$107,738	$9,037	$116,775
TARA KEENE	DIR. OF DEVELOPMENT	40.00	Highest	$102,096	$7,937	$110,033

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	$9,975,002	$10,373,225	$18,821,593	$-398,223
2024	$9,590,234	$9,543,703	$16,234,627	$46,531
2023	$8,783,175	$8,526,985	$16,143,419	$256,190
2022	$7,932,212	$7,730,891	$15,996,394	$201,321
2021	$7,373,605	$6,747,179	$14,980,536	$626,426
2020	$7,163,024	$6,785,169	$14,094,381	$377,855
2019	$6,943,855	$6,750,733	$13,218,841	$193,122

DENVER MONTESSORI SOCIETY