Foundation for Montessori Education (EIN 860510733) - 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

1984

Legal Domicile

Principal Officer

Patricia Freeman

Phone

6029377672

Tax Period

2024-01-01 to 2024-12-31

Foundation for Montessori Education, founded in 1984, is a small nonprofit that reported $183K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $167K, a strong 91% operating margin.

Mission

PROVIDING SCHOLARSHIPS FOR AT RISK PRESCHOOL CHILDREN FOR WHOM A MONTESSORI EDUCATION WOULD MAKE A LIFE-CHANGING DIFFERENCE PROVIDING FINANCIAL ASSISTANCE TO TALENTED INDIVIDUALS COMPLETING MONTESSORI TRAINING AND CERTIFICATION AND INCREASING PUBLIC AWARENESS OF MONTESSORI

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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 $0

Program Service Revenue $0

Investment Income $182,630

Other Revenue $0

TOTAL REVENUE $182,630

Expense Breakdown

Grants Paid $15,875

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,875

Other Expenses $10

TOTAL EXPENSES $15,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$182,630	$112,607	+0.6%
Expenses	$15,885	$30,847	-0.5%
Net Income	$166,745	$81,760	+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

N/A

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
Patricia Freeman	Director	0.00	Director	$0	$0	$0
Margaret M Huffman	Director	0.00	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
2024	$182,630	$15,885	$1,896,564	$166,745
2023	$112,607	$30,847	$1,729,819	$81,760
2022	$22,469	$1,639	$1,617,985	$20,830
2021	$53,934	$2,018	$1,603,705	$51,916
2020	$-107,047	$14,000	$1,415,759	$-121,047
2019	$-10,192	$22,605	$1,713,411	$-32,797
2018	$33,474	$33,231	$2,059,162	$243

Foundation for Montessori Education