SEA LAVENDER MONTESSORI INC (EIN 861246114) - 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

2021

Legal Domicile

Principal Officer

JAMIE RUE

Phone

7329962977

Tax Period

2023-07-01 to 2024-06-30

SEA LAVENDER MONTESSORI INC, founded in 2021, is a small nonprofit that reported $254K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year.

Mission

MONTESSORI ENVIRONMENT THAT OFFERS DAILY CLASSES FOR CHILDREN AGES 6-12. DURING CLASSES, CHILDREN ARE GUIDED THROUGH DEVELOPMENTALLY APPROPRIATE TOYS TO ENTER A WORLD OF DISCOVERY AND PROBLEM SOLVING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,394

Program Service Revenue $252,364

Investment Income $0

Other Revenue $0

TOTAL REVENUE $253,758

Expense Breakdown

Grants Paid $0

Salaries & Benefits $186,808

Fundraising Expenses $0

Program Expenses $266,821

Other Expenses $90,979

TOTAL EXPENSES $277,787

Year-over-Year Comparison

	2023	2022	Change
Revenue	$253,758	$314,445	-0.2%
Expenses	$277,787	$318,686	-0.1%
Net Income	$-24,029	$-4,241	+4.7%

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

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

$130,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE RUE	DIRECTOR / T	5.00	Officer Director	$0	$0	$0
SHANEL INGRAM	VICE PRESIDE	40.00	Officer	$60,000	$0	$60,000
NICOLE BACAK	SECRETARY	40.00	Officer	$70,000	$0	$70,000
JUDITH DWYRE	TREASURER	5.00	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
2025	No data	No data	No data	No data
2024	$253,758	$277,787	$113,847	$-24,029
2023	$314,445	$318,686	$137,345	$-4,241
2022	$234,317	$215,734	$90,956	$18,583

SEA LAVENDER MONTESSORI INC