Northwest Montessori School (EIN 910832018) - 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

1965

Legal Domicile

Principal Officer

Janine Edgin

Phone

2065244244

Tax Period

2024-07-01 to 2025-06-30

Northwest Montessori School, founded in 1965, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

To provide an individualized learning environment, based on the principles of Dr. Maria Montessori, that is designed to help students become independent, life-long learners who are academically grounded and socially confident about their place in the world.

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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 $116,800

Program Service Revenue $3,285,876

Investment Income $236

Other Revenue $116,275

TOTAL REVENUE $3,519,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,463,653

Fundraising Expenses $0

Program Expenses $2,945,064

Other Expenses $1,010,459

TOTAL EXPENSES $3,474,112

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,519,187	$3,042,880	+0.2%
Expenses	$3,474,112	$2,838,069	+0.2%
Net Income	$45,075	$204,811	-0.8%

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

Total Directors

$129,525

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Truman	Director	40.00	Director	$128,925	$600	$129,525
Jan Thorslund	Trustee	2.00	Director	$0	$0	$0
Edith Farfan	Treasurer	2.00	Officer Director	$0	$0	$0
Heather Harwood-Stamper	Trustee	2.00	Director	$0	$0	$0
Debora Abbott-Nuckolls	Secretary	2.00	Officer	$0	$0	$0
Janine Edgin	President	2.00	Officer	$0	$0	$0
Dorothy Chambless	Vice President	2.00	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	$3,519,187	$3,474,112	$3,960,047	$45,075
2024	$3,042,880	$2,838,069	$3,103,883	$204,811
2023	$2,556,064	$2,684,158	$1,244,692	$-128,094
2022	$2,630,219	$2,058,354	$1,365,587	$571,865
2021	$2,077,655	$1,717,984	$797,955	$359,671
2020	$1,889,787	$1,934,378	$811,784	$-44,591
2019	$2,177,143	$1,975,937	$594,504	$201,206
2018	$2,015,460	$1,888,274	$411,856	$127,186

Northwest Montessori School