Azalea Montessori Elementary Nature School (EIN 921722263) - 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

2023

Legal Domicile

Principal Officer

Josh Shanklin

Phone

9084686563

Tax Period

2024-07-01 to 2025-06-30

Azalea Montessori Elementary Nature School, founded in 2023, is a small nonprofit in the Education sector that reported $507K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $475K left a modest 6% surplus.

Mission

To provide high-quality elementary Montessori education to all children regardless of racial, ethnic or economic background.

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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 $23,250

Program Service Revenue $483,803

Investment Income $0

Other Revenue $251

TOTAL REVENUE $507,304

Expense Breakdown

Grants Paid $0

Salaries & Benefits $362,836

Fundraising Expenses $22,591

Program Expenses $394,887

Other Expenses $111,970

TOTAL EXPENSES $474,806

Year-over-Year Comparison

	2024	2023	Change
Revenue	$507,304	$378,989	+0.3%
Expenses	$474,806	$413,353	+0.1%
Net Income	$32,498	$-34,364	-1.9%

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

$138,264

Total Directors

$196,878

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Josh Shanklin	Executive Director	40.00	Officer Director	$65,666	$0	$65,666
Jason Waters	Co-founder	40.00	Officer Director	$72,598	$0	$72,598
Melissa Shaver	Secretary	40.00	Officer Director	$0	$0	$0
Gerald Schlechter	Member	1.00	Director	$0	$0	$0
Abigail Zhang	Member	1.00	Director	$0	$0	$0
Cheryl Lowe	Member	1.00	Director	$0	$0	$0
Michelle Geter	Member	1.00	Director	$58,614	$0	$58,614

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	$507,304	$474,806	$128,320	$32,498
2024	$378,989	$413,353	$72,182	$-34,364

Azalea Montessori Elementary Nature School