ECHINACEA MONTESSORI SCHOOL

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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

AMANDA E CLARKE

Phone

7305490282

Tax Period

2025-01-01 to 2025-12-31

ECHINACEA MONTESSORI SCHOOL, founded in 2019, is a small nonprofit in the Education sector that reported $333K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

Echinacea's specific mission: Together with our community, Echinacea Montessori uses high quality Montessori practices to guide and challenge each child to develop independence, voice, confidence, self-discipline and respect.

Program Service Accomplishments

Program 1

Revenue: $314,888

DECENTRALIZED MONTESSORI MICRO-SCHOOLS

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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 (2025)

Revenue Breakdown

Contributions & Grants $18,374

Program Service Revenue $314,888

Investment Income $19

Other Revenue $0

TOTAL REVENUE $333,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $207,062

Fundraising Expenses $0

Other Expenses $127,535

TOTAL EXPENSES $334,597

Year-over-Year Comparison

	2025	2024	Change
Revenue	$333,281	$281,157	+0.2%
Expenses	$334,597	$333,850	+0.0%
Net Income	$-1,316	$-52,693	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA E CLARKE	COFOUNDER	40.00	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	$333,281	$334,597	$63,703	$-1,316
2024	$281,157	$333,850	$90,453	$-52,693
2023	$270,877	$346,880	$160,075	$-76,003
2022	$368,406	$290,901	$258,328	$77,505
2021	$339,594	$277,443	$179,334	$62,151