MONTESSORI FOUNDATION OF WASHINGTON

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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

Legal Domicile

Principal Officer

JAMES KEITH BARTON

Phone

5419249480

Tax Period

2024-07-01 to 2025-06-30

MONTESSORI FOUNDATION OF WASHINGTON is a small nonprofit that reported $446K in total revenue in fiscal year 2024.

Mission

SUNDBORN CHILDREN'S HOUSE NURTURES THE HUMAN SPIRIT BY EDUCATING, EMPOWERING AND SUPPORTING CHILDREN AND PARENTS TO THRIVE AS INDIVIDUALS, IN FAMILIES, AND IN COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $387,677 Revenue: $419,463

EDUCATION OF UP TO 50 CHILDREN AGED 3-6 USING THE MONTESSORI METHODOLOGY.

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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 $20,634

Program Service Revenue $419,862

Investment Income $6,362

Other Revenue $-399

TOTAL REVENUE $446,459

Expense Breakdown

Grants Paid $0

Salaries & Benefits $326,074

Fundraising Expenses $14,250

Program Expenses $387,677

Other Expenses $131,964

TOTAL EXPENSES $458,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$446,459	$442,504	+0.0%
Expenses	$458,038	$433,228	+0.1%
Net Income	$-11,579	$9,276	-2.2%

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

108

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

$93,399

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOREN BARTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES KEITH BARTON	SECRETARY/TREASURER	4.00	Officer Director	$0	$0	$0
KATIE WINDER	MEMBER	1.00	Director	$0	$0	$0
CAITLYN JENEN	MEMBER	1.00	Director	$0	$0	$0
KAREN MADSEN-BARTON	MEMBER	1.00	Director	$12,000	$0	$12,000
ROBIN MILLER	MEMBER	1.00	Director	$0	$0	$0
JUDI SIMMONS	MEMBER	1.00	Director	$0	$0	$0
EMILY WESTBERG	DIRECTOR	45.00	Director	$72,345	$9,054	$81,399

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	$446,459	$458,038	$538,156	$-11,579
2024	$442,504	$433,228	$543,431	$9,276
2023	$368,694	$349,462	$538,237	$19,232
2022	$520,752	$321,526	$514,256	$199,226
2021	$305,497	$295,228	$301,572	$10,269
2020	$329,676	$338,435	$297,749	$-8,759
2019	$341,128	$349,197	$299,761	$-8,069
2018	$325,467	$337,219	$302,834	$-11,752