MOUNTAIN SHADOWS MONTESSORI SCHOOL (EIN 840717361) - 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

1977

Legal Domicile

Principal Officer

SUSIE HOCHSTETTLER

Phone

3035305353

Tax Period

2024-07-01 to 2025-06-30

MOUNTAIN SHADOWS MONTESSORI SCHOOL, founded in 1977, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $2.0M left a modest 8% surplus.

Mission

OUR MISSION IS TO GUIDE CHILDREN IN BECOMING CAPABLE, COMPASSIONATE, AND CONTRIBUTING MEMBERS OF SOCIETY. WE SUPPORT EACH CHILD'S UNIQUE INTELLECTUAL, PERSONAL, AND SOCIAL GROWTH THROUGH A HIGH FIDELITY AMI MONTESSORI PREPARED ENVIRONMENT.

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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 $130,288

Program Service Revenue $1,957,177

Investment Income $502

Other Revenue $66,390

TOTAL REVENUE $2,154,357

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,496,393

Fundraising Expenses $23,847

Program Expenses $1,451,895

Other Expenses $481,108

TOTAL EXPENSES $1,984,877

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,154,357	$1,621,099	+0.3%
Expenses	$1,984,877	$2,079,306	0.0%
Net Income	$169,480	$-458,207	-1.4%

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

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

$127,098

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAUREN FRANCHEK	HEAD OF SCHO	40.00	Officer	$123,507	$3,591	$127,098
SCOTT DOOLEY	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
TRACY MILES	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSIE HOCHSTETTLER	TREASURER	1.00	Officer Director	$0	$0	$0
SALONI DOSHI	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHERINE HORNE	CO-CHAIR	1.00	Officer Director	$0	$0	$0
SIMRANJIT BEDI	DIRECTOR	1.00	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	$2,154,357	$1,984,877	$1,697,044	$169,480
2024	$1,621,099	$2,079,306	$1,462,357	$-458,207
2023	$1,386,928	$1,265,905	$1,987,531	$121,023
2022	$1,717,440	$1,155,029	$1,714,313	$562,411
2021	$1,561,380	$1,345,371	$1,528,124	$216,009
2020	$1,199,559	$1,402,815	$1,217,631	$-203,256
2019	$1,768,419	$1,421,204	$1,169,875	$347,215

MOUNTAIN SHADOWS MONTESSORI SCHOOL