BOULDER MONTESSORI SCHOOL

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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

Phone

3034945814

Tax Period

2024-09-01 to 2025-08-31

BOULDER MONTESSORI SCHOOL, founded in 1972, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.6M left a modest 4% surplus.

Mission

WE CULTIVATE CHILDRENS SOCIAL, EMOTIONAL, INTELLECTUAL AND PHYSICAL DEVELOPMENT WHILE INVIGORATING THEIR CURIOSITY AND PASSION FOR LEARNING. WE ADHERE TO A TRUE MONTESSORI CURRICULUM AND OUR CAREFULLY PREPARED, MULT-AGE CLASSROOMS ARE BRIGHT AND BUSY PLACES OF CREATIVITY AND UND

Program Service Accomplishments

Program 1

Expenses: $1,565,763 Revenue: $1,585,109

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 (2024)

Revenue Breakdown

Contributions & Grants $15,302

Program Service Revenue $1,585,109

Investment Income $33,180

Other Revenue $5,476

TOTAL REVENUE $1,639,067

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,276,837

Fundraising Expenses $0

Program Expenses $1,565,763

Other Expenses $227,981

TOTAL EXPENSES $1,565,763

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,639,067	N/A	N/A
Expenses	$1,565,763	N/A	N/A
Net Income	$73,304	N/A	N/A

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

$261,546

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
APRIL DUNCAN-FONG	EMPLOYEE	Director	$66,085	$0	$66,085
RICHELLE SMITH	EMPLOYEE	Director	$61,039	$0	$61,039
FANJA RAKOTONIRINA	EMPLOYEE	Director	$58,583	$0	$58,583
CAITLIN SORDEN	EMPLOYEE	Director	$45,339	$0	$45,339
JOAN CALCAGNO	EMPLOYEE	Director	$30,500	$0	$30,500
INDRA RAJ	PRESIDENTSECRETARY	Officer Director	$0	$0	$0
CAROLYN HULT	VICE PRESIDENT	Officer Director	$0	$0	$0
MASON ROBERTS	TREASIRER	Officer Director	$0	$0	$0
LISA SMITH	DIRECTOR	Director	$0	$0	$0
JEN SERCHIO	DIRECTOR	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	$1,639,067	$1,565,763	$882,743	$73,304
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