MONTESSORI INTERGENERATIONAL LEARNING COMMUNITIES (EIN 842128897) - 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

LISA ARMAO

Phone

7206357838

Tax Period

2023-07-01 to 2024-06-30

MONTESSORI INTERGENERATIONAL LEARNING COMMUNITIES, founded in 2019, is a small nonprofit in the Education sector that reported $215K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $75K, a strong 35% operating margin.

Mission

OUR MISSION IS TO CREATE INTENTIONAL INTERGENERATIONAL MONTESSORI LEARNING COMMUNITIES WHERE CHILDREN AND AGING ADULTS, INCLUDING THOSE WITH MEMORY LOSS, CAN WORK SIDE BY SIDE, BUILDING A NEW PARADIGM BETWEEN THE GENERATIONS.

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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 $208,190

Program Service Revenue $3,494

Investment Income $3,608

Other Revenue $0

TOTAL REVENUE $215,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $94,644

Fundraising Expenses $12,532

Program Expenses $92,299

Other Expenses $45,454

TOTAL EXPENSES $140,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,292	$198,116	+0.1%
Expenses	$140,098	$147,979	-0.1%
Net Income	$75,194	$50,137	+0.5%

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

$60,835

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANYA WEINBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHY BURKS	TREASURER	0.50	Officer Director	$0	$0	$0
ELLEN KECKLER	SECRETARY	0.50	Officer Director	$0	$0	$0
SHEILA WOLFE	DIRECTOR	0.25	Director	$0	$0	$0
LISA ARMAO	CEO	40.00	Officer	$60,835	$0	$60,835

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	$215,292	$140,098	$162,063	$75,194
2024	$242,078	$137,949	$269,820	$104,129

MONTESSORI INTERGENERATIONAL LEARNING COMMUNITIES