KHALSA MONTESSORI ELEMENTARY SCHOOLS (EIN 860824311) - 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

1996

Legal Domicile

Principal Officer

KAREN PAXTON

Phone

6022523759

Tax Period

2024-07-01 to 2025-06-30

KHALSA MONTESSORI ELEMENTARY SCHOOLS, founded in 1996, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024.

Mission

KHALSA INTEGRATES A CHALLENGING MONTESSORI EDUCATION AND A CARING, RESPONSIBLE COMMUNITY TO PROVIDE FOR THE ACADEMIC, SOCIAL, PHYSICAL AND EMOTIONAL GROWTH OF STUDENTS IN CENTRAL PHOENIX.

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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 $1,302,813

Program Service Revenue $213,137

Investment Income $15,465

Other Revenue $64,067

TOTAL REVENUE $1,595,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $929,910

Fundraising Expenses $0

Program Expenses $1,351,504

Other Expenses $669,317

TOTAL EXPENSES $1,599,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,595,482	$1,559,200	+0.0%
Expenses	$1,599,227	$1,489,110	+0.1%
Net Income	$-3,745	$70,090	-1.1%

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

$101,236

Total Directors

$328,303

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM CAGLIO	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
KAREN PAXTON	PRESIDENT/SCHOOL DIRECTOR	24.00	Officer Director	$50,377	$1,975	$101,236
BRYAN MURPHY	MEMBER	0.50	Director	$0	$0	$0
CARIE MODEER	MEMBER	40.00	Director	$66,019	$6,170	$72,189
CYNTHIA HUEBSCHER	MEMBER	0.50	Director	$0	$2,804	$23,229
ANGELA WALKER	MEMBER	0.50	Director	$0	$0	$0
RASHA ALEBRAHIM	MEMBER/ASSISTANT DIRECTOR	20.00	Director	$40,209	$4,914	$85,333
REVAY CARGO	MEMBER	0.50	Director	$0	$3,361	$46,316

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	$1,595,482	$1,599,227	$2,394,874	$-3,745
2024	$1,559,200	$1,489,110	$2,475,537	$70,090
2023	$1,534,275	$1,499,196	$2,490,258	$35,079
2022	$1,780,985	$1,672,149	$4,068,601	$108,836
2021	$1,709,459	$1,591,289	$4,177,732	$118,170
2020	$1,707,596	$1,416,970	$4,221,707	$290,626
2019	$1,540,613	$1,302,172	$3,811,994	$238,441
2018	$1,313,391	$1,161,198	$3,268,656	$152,193

KHALSA MONTESSORI ELEMENTARY SCHOOLS