THE WHOLE EARTH MONTESSORI SCHOOL (EIN 911330500) - 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

1986

Legal Domicile

Principal Officer

NIDHI OBEROI

Phone

4254863037

Tax Period

2024-07-01 to 2025-06-30

THE WHOLE EARTH MONTESSORI SCHOOL, founded in 1986, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Expenses of $2.0M left a modest 10% surplus.

Mission

PROVIDE EDUCATION TO PRESCHOOL & SCHOOL AGED CHILDREN THROUGH MONTESSORI BASED INSTRUCTION.

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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 $0

Program Service Revenue $2,156,789

Investment Income $14,120

Other Revenue $3,976

TOTAL REVENUE $2,174,885

Expense Breakdown

Grants Paid $20,510

Salaries & Benefits $1,166,310

Fundraising Expenses $0

Program Expenses $1,277,511

Other Expenses $777,906

TOTAL EXPENSES $1,964,726

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,174,885	$2,228,199	0.0%
Expenses	$1,964,726	$1,983,746	0.0%
Net Income	$210,159	$244,453	-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

$189,362

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA GALANTE	PRESIDENT	1.00	Officer Director	$0	$0	$0
HUNG DANG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
VIKRAM CHALANA	TREASURER	1.00	Officer Director	$0	$0	$0
NIDHI OBEROI	HEAD OF SCHOOL	40.00	Officer	$177,256	$12,106	$189,362

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	$2,174,885	$1,964,726	$1,826,381	$210,159
2024	$2,228,199	$1,983,746	$1,638,205	$244,453
2023	$2,341,605	$1,789,810	$1,382,704	$551,795
2022	$1,993,465	$1,534,007	$813,224	$459,458
2021	$1,673,082	$1,306,609	$364,060	$366,473
2020	$1,898,878	$2,028,628	$378,542	$-129,750
2019	$1,912,876	$1,913,344	$243,001	$-468

THE WHOLE EARTH MONTESSORI SCHOOL