MONTESSORI SCHOLARSHIP ORGANIZATIONINC

EIN: 861002243 501(c)(3)

PHOENIX, AZ

Total Revenue
$284,429
Total Expenses
$470,004
Total Assets
N/A
Net Assets
N/A
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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
2000
Legal Domicile
AZ
Phone
6232028766
Tax Period
2021-07-01 to 2022-06-30

MONTESSORI SCHOLARSHIP ORGANIZATIONINC, founded in 2000, is a small nonprofit that reported $284K in total revenue in fiscal year 2021. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $470K exceeded revenue, resulting in a 65% operating deficit.

Mission

Montessori Scholarship Organization, Inc. (MSO) accepts tax credit donations from individuals\corporations for scholarships to be awarded to school age children in arizona

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $284,429
Investment Income $0
Other Revenue $0
TOTAL REVENUE $284,429

Expense Breakdown

Grants Paid $405,252
Salaries & Benefits $33,416
Fundraising Expenses $0
Program Expenses $470,004
Other Expenses $31,336
TOTAL EXPENSES $470,004

Year-over-Year Comparison

2021 2020 Change
Revenue $284,429 $432,190 -0.3%
Expenses $470,004 $354,002 +0.3%
Net Income $-185,575 $78,188 -3.4%
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

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Governance

Voting Members
2
Independent Members
N/A
Employees
2
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
2
$11,045
Total Directors
1
$11,045
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THERESA M GREWE Chairman 5.00
Officer Director
$11,045 $0 $11,045
SUZANNE M RAGER Director 0.00
Officer
$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
2022 $284,429 $470,004 No data $-185,575
2021 $432,190 $354,002 $187,232 $78,188
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