MONTESSORI PLUS SCHOOL INC (EIN 911154153) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

SHARLET MCCLURKIN

Phone

2536561717

Tax Period

2023-01-01 to 2023-12-31

MONTESSORI PLUS SCHOOL INC, founded in 1981, is a small nonprofit in the Education sector that reported $493K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $604K exceeded revenue, resulting in a 23% operating deficit.

Mission

MONTESSORI EDUCATION FOR STUDENTS AND TEACHER PREPARATION EDUCATION OF CHILDREN AGES 2.5-6 YEARS OLD TRAINING AND CERTIFICATION PROGRAM FOR TEACHERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $781

Program Service Revenue $491,970

Investment Income $0

Other Revenue $0

TOTAL REVENUE $492,751

Expense Breakdown

Grants Paid $0

Salaries & Benefits $473,599

Fundraising Expenses $0

Program Expenses $491,049

Other Expenses $130,563

TOTAL EXPENSES $604,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$492,751	$524,932	-0.1%
Expenses	$604,162	$529,301	+0.1%
Net Income	$-111,411	$-4,369	+24.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$105,928

Total Directors

$105,928

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARLET MCCLURKIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARRON REECE	SECRETARY	40.00	Officer Director	$80,400	$25,528	$105,928
SIM MCCLURKIN	TREASURER	1.00	Officer Director	$0	$0	$0
KIRSTEN REECE	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOKE RIDDLE	BOARD MEMBER	1.00	Director	$0	$0	$0
NOELLE SEVILLA	BOARD MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$492,751	$604,162	$264,931	$-111,411
2022	$524,932	$529,301	$376,021	$-4,369
2021	$519,031	$448,798	$353,031	$70,233
2020	$598,318	$659,680	$240,039	$-61,362

MONTESSORI PLUS SCHOOL INC