South Bend Montessori High School Inc (EIN 842903954) - 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

Eileen Mariani

Phone

5744005663

Tax Period

2024-07-01 to 2025-06-30

South Bend Montessori High School Inc, founded in 2019, is a small nonprofit in the Education sector that reported $783K in total revenue in fiscal year 2024. Expenses of $742K left a modest 5% surplus.

Mission

We exist to meet the developmental needs of adolescents by educating high school students through the Montessori Method in a mixed-income, community-oriented environment.

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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 $65,941

Program Service Revenue $715,325

Investment Income $0

Other Revenue $1,350

TOTAL REVENUE $782,616

Expense Breakdown

Grants Paid $238,196

Salaries & Benefits $355,811

Fundraising Expenses $6,385

Program Expenses $710,178

Other Expenses $147,673

TOTAL EXPENSES $741,680

Year-over-Year Comparison

	2024	2023	Change
Revenue	$782,616	$810,428	0.0%
Expenses	$741,680	$865,744	-0.1%
Net Income	$40,936	$-55,316	-1.7%

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

$107,276

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eileen Mariani	CEO	40.00	Officer	$56,777	$0	$56,777
Henry F Borjas	CFO	40.00	Officer	$50,499	$0	$50,499
Gloria Niemier	Director	1.00	Director	$0	$0	$0
Suzy Ulmer	Director	1.00	Director	$0	$0	$0
Bruce Jones	Director	1.00	Director	$0	$0	$0
Erin Tracy	President	2.00	Officer Director	$0	$0	$0
Eric Oglesbee	Vice President	2.00	Officer Director	$0	$0	$0
Garden Fowler	Treasurer	2.00	Officer Director	$0	$0	$0
Angela Thomas	Secretary	2.00	Officer 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	$782,616	$741,680	$103,992	$40,936
2024	$810,428	$865,744	$99,270	$-55,316
2023	$752,515	$818,923	$293,643	$-66,408
2022	$536,373	$492,440	$202,602	$43,933

South Bend Montessori High School Inc