GARFIELD MONTESSORI SCHOOL (EIN 840906502) - 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

1983

Legal Domicile

Principal Officer

KAITLYN OGDEN

Phone

3033888828

Tax Period

2024-08-01 to 2025-07-31

GARFIELD MONTESSORI SCHOOL, founded in 1983, is a small nonprofit in the Education sector that reported $723K in total revenue in fiscal year 2024.

Mission

PROVIDE MONTESSORI PRESCHOOL EDUCATION TO CHILDREN AGES 3 TO 6.

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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 $35,137

Program Service Revenue $678,692

Investment Income $9,529

Other Revenue $0

TOTAL REVENUE $723,358

Expense Breakdown

Grants Paid $0

Salaries & Benefits $534,327

Fundraising Expenses $18,862

Program Expenses $632,638

Other Expenses $186,619

TOTAL EXPENSES $720,946

Year-over-Year Comparison

	2024	2023	Change
Revenue	$723,358	$686,720	+0.1%
Expenses	$720,946	$701,048	+0.0%
Net Income	$2,412	$-14,328	-1.2%

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

$79,058

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAITLYN OGDEN	HEAD OF SCHO	40.00	Officer	$72,636	$6,422	$79,058
JOSH MADIGAN	PRESIDENT	6.00	Officer Director	$0	$0	$0
MASON BROWN	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
TATYANA PRAMATAROVA	TREASURER	2.00	Officer Director	$0	$0	$0
STEPHEN MICHAEL	TREASURER	2.00	Officer Director	$0	$0	$0
ANDREW GANZ	SECRETARY	2.00	Officer Director	$0	$0	$0
NINA CAPRIOTTI	BOARD MEMBER	2.00	Director	$0	$0	$0
KAM TILLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLY ERICKSON	BOARD MEMBER	6.00	Director	$0	$0	$0
KISORI THOMAS	BOARD MEMBER	2.00	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	$723,358	$720,946	$419,394	$2,412
2024	$686,720	$701,048	$412,481	$-14,328
2023	$638,764	$599,717	$362,811	$39,047
2022	$554,515	$486,129	$324,147	$68,386
2021	$470,346	$459,330	$238,367	$11,016
2020	$473,055	$430,603	$262,643	$42,452
2019	$430,781	$424,589	$161,989	$6,192

GARFIELD MONTESSORI SCHOOL