Ixora Montessori Inc (EIN 883860160) - 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

2022

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Ixora Montessori Inc, founded in 2022, is a small nonprofit in the Education sector that reported $288K in total revenue in fiscal year 2023. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 15% operating margin.

Mission

Ixora Montessori provides traditional, qualified and affordable Montessori education for children 14 months of age to 6 years.

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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 $2,812

Program Service Revenue $282,401

Investment Income $0

Other Revenue $3,055

TOTAL REVENUE $288,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,575

Fundraising Expenses $0

Program Expenses $243,674

Other Expenses $70,121

TOTAL EXPENSES $243,674

Year-over-Year Comparison

	2023	2022	Change
Revenue	$288,268	$153,682	+0.9%
Expenses	$243,674	$101,332	+1.4%
Net Income	$44,594	$52,350	-0.1%

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

$61,638

Total Directors

$61,638

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Beverlee A Mendoza	Chairman	50.00	Officer Director	$61,638	$0	$61,638
Jocelyn Swanson	Director	0.00	Director	$0	$0	$0
Kameeka Shirley	Director	0.00	Director	$0	$0	$0
Joeseph M Cross	Treasurer	0.00	Officer Director	$0	$0	$0
Michele Mohar	Secretary	0.00	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
2025	No data	No data	No data	No data
2024	$288,268	$243,674	$101,777	$44,594

Ixora Montessori Inc