John Paul the Great Montessori Academy Inc (EIN 844893962) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

Robert Hencken

Phone

5405507524

Tax Period

2023-09-01 to 2024-08-31

Mission

Establishing, conducting, and maintaining a Montessori school for the primary and secondary education of youth, adolescence and young adults with the power and authority to confer high school diplomas.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $71,304

Program Service Revenue $1,217,195

Investment Income $0

Other Revenue $246,989

TOTAL REVENUE $1,535,488

Expense Breakdown

Grants Paid $0

Salaries & Benefits $749,475

Fundraising Expenses $0

Program Expenses $1,004,960

Other Expenses $284,237

TOTAL EXPENSES $1,033,712

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,535,488	$861,781	+0.8%
Expenses	$1,033,712	$781,569	+0.3%
Net Income	$501,776	$80,212	+5.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary C Hencken	School Administrator	40.00		$65,000	$0	$65,000
Matthew J Mihalcin	Treasurer	0.00	Officer Director	$0	$0	$0
Robert Hencken	Chairman	0.00	Officer Director	$0	$0	$0
Mark C Rohlena	Vice Chairman	0.00	Officer Director	$0	$0	$0
Paul J Jalsevac	Secretary	0.00	Officer Director	$0	$0	$0
Bernadette M Goyette	Director	0.00	Director	$0	$0	$0
Megan K M Jalsevac	Administrator	25.00	Officer Director	$0	$0	$0
Christina M Chapman	Administrator	27.00	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
2024	$1,535,488	$1,033,712	$2,473,325	$501,776
2023	$861,781	$781,569	$362,855	$80,212
2022	$678,542	$563,094	$288,261	$115,448
2021	No data	No data	$503,841	No data

John Paul the Great Montessori Academy Inc