ROXBURY ROOTS MONTESSORI INC (EIN 841964356) - 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

2019

Legal Domicile

Principal Officer

Renee Jolley

Phone

8573029557

Tax Period

2023-07-01 to 2024-06-30

ROXBURY ROOTS MONTESSORI INC, founded in 2019, is a small nonprofit in the Education sector that reported $449K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

As a community-based program, we aim to work closely with parents, Roxbury community members, and the Wildflower network to expose children to languages and positive images of peoples from the Black diaspora, thus instilling a sense of pride and empowerment in our students.

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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 $151,896

Program Service Revenue $294,908

Investment Income $1

Other Revenue $1,743

TOTAL REVENUE $448,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $258,823

Fundraising Expenses $1,061

Program Expenses $412,519

Other Expenses $225,460

TOTAL EXPENSES $484,283

Year-over-Year Comparison

	2023	2022	Change
Revenue	$448,548	$404,189	+0.1%
Expenses	$484,283	$434,725	+0.1%
Net Income	$-35,735	$-30,536	+0.2%

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

$70,150

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Renee Jolley	President	40.00	Officer	$70,150	$0	$70,150
Ambrose Davis Clerk	Secretary	1.00	Director	$0	$0	$0
Rachel Kimboko Treasurer	Director	1.00	Director	$0	$0	$0
Lizeli Fitzpatrick	Director	1.00	Director	$0	$0	$0
Pamela Woodley Alexander	Director	1.00	Director	$0	$0	$0
Noami Ruth Thompson	Director	1.00	Director	$0	$0	$0
Samantha Menard	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
2024	$448,548	$484,283	$470,090	$-35,735
2023	$404,189	$434,725	$532,762	$-30,536
2022	$256,095	$285,090	$596,772	$-28,995
2021	$102,220	$99,002	$607,082	$3,218

ROXBURY ROOTS MONTESSORI INC