SOUTHEAST ALASKA FRIENDS OF MONTES… - Form 990 Financial Data

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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

1994

Legal Domicile

Principal Officer

MICHELLE NAKAMURA

Phone

9075231978

Tax Period

2024-01-01 to 2024-12-31

SOUTHEAST ALASKA FRIENDS OF MONTESSORI, founded in 1994, is a small nonprofit in the Education sector that reported $124K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Net assets of $255K represent 25 months of operating reserves.

Mission

SUPPORT OF TODDLER THROUGH ADOLESCENT MONTESSORI PROGRAMS WITHIN THE SCHOOL DISTRICT AND COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $129,906

SUPPORT OF TODDLER THROUGH ADOLESCENT MONTESSORI PROGRAMS WITHIN THE SCHOOL DISTRICT AND COMMUNITY. AN ESTIMATED 270 CHILDREN RECEIVE BENEFITS FROM THESE SUPPORTED PROGRAMS.

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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 $3,457

Program Service Revenue $0

Investment Income $72

Other Revenue $120,786

TOTAL REVENUE $124,315

Expense Breakdown

Grants Paid $118,077

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,906

Other Expenses $16,158

TOTAL EXPENSES $134,235

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,315	$148,073	-0.2%
Expenses	$134,235	$127,140	+0.1%
Net Income	$-9,920	$20,933	-1.5%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CALLIE CONNERTON	DIRECTOR	2.00	Director	$0	$0	$0
CECIL MCNUTT	DIRECTOR	2.00	Director	$0	$0	$0
LENA MERRELL	DIRECTOR	2.00	Director	$0	$0	$0
IAN STOKES	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE NAKAMURA	PRESIDENT	2.00	Officer Director	$0	$0	$0
LYNNETTE MCNUTT	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LUPITA ALVAREZ	CO-TREASURER	3.00	Officer Director	$0	$0	$0
JASON OLDS	CO-TREASURER	3.00	Officer Director	$0	$0	$0
CAITLIN STERN	SECRETARY	2.00	Officer 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	$124,315	$134,235	$255,153	$-9,920
2023	$148,073	$127,140	$265,073	$20,933
2022	$85,656	$75,576	$244,140	$10,080
2021	$150,172	$81,384	$234,060	$68,788
2020	$101,798	$81,728	$165,272	$20,070

SOUTHEAST ALASKA FRIENDS OF MONTESSORI