BROOKE OF LIFE MONTESSORI ACADEMY (EIN 922710627) - 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

Brooke McGilvery

Phone

6829908960

Tax Period

2025-01-01 to 2025-12-31

Mission

At Brooke of Life Montessori Academy, we are committed to fostering a nurturing and enriching environment where every child's unique potential is recognized, celebrated, and cultivated. Grounded in the principles of Montessori education, we empower our students to explore, discover, and learn at their own pace, cultivating independence, critical thinking, and a lifelong love of learning. Through a holistic approach that nurtures the mind, body, and spirit, we strive to inspire a generation of compassionate, curious, and confident individuals prepared to thrive in an ever-changing world.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	$267,373	-1.0%
Expenses	N/A	$217,109	-1.0%
Net Income	N/A	$50,264	N/A

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

N/A

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

Total Directors

Key Employees

$153,885

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karice Griffin	Lead Teacher	40	Key Emp	$27,217	$0	$27,217
Annie McGilvery	Director	40	Key Emp	$26,791	$0	$26,791
Angela Escamilla	Assistant Teacher	40	Key Emp	$23,835	$0	$23,835
Terry Allen	Child Nutrition Manager	30	Key Emp	$23,716	$0	$23,716
Jakira Scott	Lead Teacher	40	Key Emp	$18,856	$0	$18,856
DAndra Johnson	Lead Toddler Teacher	40	Key Emp	$14,214	$0	$14,214
Macayla McGilvery	Assistant Toddler 1 Teacher	40	Key Emp	$12,415	$0	$12,415
Jasmine Gonzalez	Assistant Teacher	25	Key Emp	$4,655	$0	$4,655
Saniya Parker	Afterschool Teacher	15	Key Emp	$2,186	$0	$2,186
Brooke McGilvery	President and CEO	30	Key Emp	$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
2025	No data	No data	No data	No data
2023	$412,475	$14,693	$397,782	$397,782

BROOKE OF LIFE MONTESSORI ACADEMY