Boulder Montessori School (EIN 840643734) - 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

1972

Legal Domicile

Principal Officer

Alison Hilger

Phone

3034945814

Tax Period

2023-09-01 to 2024-08-31

Boulder Montessori School, founded in 1972, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023.

Mission

Montessori education of children 18 months to 6 years.

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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 (2023)

Revenue Breakdown

Contributions & Grants $17,817

Program Service Revenue $1,519,744

Investment Income $34,110

Other Revenue $6,457

TOTAL REVENUE $1,578,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,319,752

Fundraising Expenses $0

Program Expenses $1,533,311

Other Expenses $213,559

TOTAL EXPENSES $1,533,311

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,578,128	$1,473,006	+0.1%
Expenses	$1,533,311	$1,406,479	+0.1%
Net Income	$44,817	$66,527	-0.3%

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

Total Directors

$238,645

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alison Hilger	President	4.00	Officer Director	$0	$0	$0
Carolyn Holt	Vice President	2.00	Officer Director	$0	$0	$0
Mason Roberts	Treasurer	2.00	Officer Director	$0	$0	$0
Indra Raj	Secretary	2.00	Officer Director	$0	$0	$0
Joan Calcagno	Board Member	20.00	Director	$33,077	$0	$33,077
April Duncan-Fong	Board Member	40.00	Director	$63,101	$0	$63,101
Fanja Rakotonlrina	Board Member	40.00	Director	$54,453	$0	$54,453
Richelle Smith	Board Member	40.00	Director	$55,072	$0	$55,072
Caitlin Sorden	Board Member	40.00	Director	$32,942	$0	$32,942

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
2024	$1,578,128	$1,533,311	$933,777	$44,817
2023	$1,473,006	$1,406,479	$901,822	$66,527
2022	$1,408,298	$1,358,194	$838,157	$50,104
2021	$1,469,388	$1,289,302	$810,873	$180,086

Boulder Montessori School