WOODINVILLE MONTESSORI SCHOOL (EIN 911212740) - 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

1983

Legal Domicile

Principal Officer

SUNITA PAILOOR

Phone

4254823184

Tax Period

2024-07-01 to 2025-06-30

WOODINVILLE MONTESSORI SCHOOL, founded in 1983, is a mid-sized nonprofit in the Education sector that reported $13.6M in total revenue in fiscal year 2024.

Mission

WOODINVILLE MONTESSORI SCHOOL IS DEDICATED TO THE OPTIMAL INTELLECTUAL, EMOTIONAL, SOCIAL, PHYSICAL, ETHICAL & SPIRITUAL DEVELOPMENT OF EACH CHILD USING MONTESSORI METHODS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $495,073

Program Service Revenue $12,888,788

Investment Income $218,280

Other Revenue $-26,535

TOTAL REVENUE $13,575,606

Expense Breakdown

Grants Paid $1,390,701

Salaries & Benefits $8,091,403

Fundraising Expenses $182,007

Program Expenses $10,291,906

Other Expenses $3,705,941

TOTAL EXPENSES $13,188,045

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,575,606	$13,032,035	+0.0%
Expenses	$13,188,045	$11,124,122	+0.2%
Net Income	$387,561	$1,907,913	-0.8%

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

134

Volunteers

130

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

$377,324

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN LILES	PRESIDENT	6.00	Officer Director	$0	$0	$0
VICTORIA CASTANEDA	VICE PRESIDENT	6.00	Officer Director	$0	$0	$0
BRANDON D'EWART	TREASURER	6.00	Officer Director	$0	$0	$0
CHRISTOPHER WEYGANDT	SECRETARY	6.00	Officer Director	$0	$0	$0
KHETIWE CHITEWERE	TRUSTEE	2.00	Director	$0	$0	$0
OMAR DAOUD	TRUSTEE	2.00	Director	$0	$0	$0
SARAH GALLAGHER	TRUSTEE	2.00	Director	$0	$0	$0
AMER KARIM	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN LOCKE	TRUSTEE	2.00	Director	$0	$0	$0
ROSS MILLER	TRUSTEE	2.00	Director	$0	$0	$0
SABRINS MOSS	TRUSTEE	2.00	Director	$0	$0	$0
REILLY OCHS	TRUSTEE	2.00	Director	$0	$0	$0
YUANFNG ZHOU	TRUSTEE	2.00	Director	$0	$0	$0
SUNITA PAILOOR	HEAD OF SCHOOL	40.00	Officer	$188,224	$15,017	$203,241
SEAN KRAMAR	COO; CTO	40.00	Officer	$65,253	$9,444	$74,697
PATRICIA HUNTER	CHIEF FINANCIAL OFFICER	40.00	Officer	$95,610	$3,776	$99,386
ELIZABETH MARIE HOYER	PROGRAM DIRECTOR, UEL	40.00	Highest	$106,244	$8,872	$115,116
TIMOTHY A MCQUERY	FACILITIES DIRECTOR	40.00	Highest	$103,768	$14,428	$118,196

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	$13,575,606	$13,188,045	$28,089,586	$387,561
2024	$13,032,035	$11,124,122	$24,322,518	$1,907,913
2023	$11,903,616	$9,863,095	$20,293,410	$2,040,521
2022	$10,876,438	$9,165,066	$17,516,167	$1,711,372
2021	$9,107,096	$8,130,480	$15,931,467	$976,616
2020	$8,491,151	$7,880,185	$13,913,681	$610,966
2019	$8,344,171	$7,974,774	$13,880,845	$369,397

WOODINVILLE MONTESSORI SCHOOL