MONARCH MONTESSORI SCHOOL (EIN 842113997) - 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

Phone

6513401413

Tax Period

2023-09-01 to 2024-08-31

MONARCH MONTESSORI SCHOOL, founded in 2019, is a small nonprofit in the Education sector that reported $260K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

Monarch is nurturing school grounded in Montessori pedagogy accessible to families of all incomes that places the needs of the children first. We provide quality early childhood care and education for children ages 33 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 $72,222

Program Service Revenue $187,584

Investment Income $0

Other Revenue $0

TOTAL REVENUE $259,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,378

Fundraising Expenses $0

Program Expenses $223,572

Other Expenses $74,018

TOTAL EXPENSES $272,396

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,806	$232,257	+0.1%
Expenses	$272,396	$265,535	+0.0%
Net Income	$-12,590	$-33,278	-0.6%

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

$46,730

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Elcombe	President	1.00	Officer	$0	$0	$0
Julie Benton	Board Member	2.00	Officer	$0	$0	$0
Chris Dirkes	Treasurer	2.00	Officer	$0	$0	$0
Kirsten Benton	Board Member	1.00	Officer	$0	$0	$0
Jennie Lynch	Past President	2.00	Officer	$0	$0	$46,730
Kevin Held	Board Member	1.00	Officer	$0	$0	$0
Julia Kallmes	Executive Director	40.00	Highest	$63,000	$0	$63,000
Elsabet Roth	Board Member	1.00	Officer	$0	$0	$0
Emily Conroy	Board Member	1.00	Officer	$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	$259,806	$272,396	$44,320	$-12,590
2023	$232,257	$265,535	$56,910	$-33,278
2022	$255,954	$203,809	$90,188	$52,145

MONARCH MONTESSORI SCHOOL