Eugene Montessori School Inc (EIN 930606579) - 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

1963

Legal Domicile

Principal Officer

Benton Collins

Phone

5413457124

Tax Period

2024-07-01 to 2025-06-30

Eugene Montessori School Inc, founded in 1963, is a small nonprofit in the Education sector that reported $932K in total revenue in fiscal year 2024. Expenses of $840K left a modest 10% surplus.

Mission

Pre-elementary Education

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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 $1,995

Program Service Revenue $806,930

Investment Income $120,209

Other Revenue $2,639

TOTAL REVENUE $931,773

Expense Breakdown

Grants Paid $0

Salaries & Benefits $655,541

Fundraising Expenses $0

Program Expenses $697,557

Other Expenses $184,790

TOTAL EXPENSES $840,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$931,773	$891,352	+0.0%
Expenses	$840,331	$853,940	0.0%
Net Income	$91,442	$37,412	+1.4%

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

N/A

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
Aine McElligott	Board Member	1.00	Director	$0	$0	$0
Sally Eagen	Board Member	1.00	Director	$0	$0	$0
Mawr Baas	Board Member	1.00	Director	$0	$0	$0
Bob Cross	Board Member	1.00	Director	$0	$0	$0
Mary Jo Byrnes	Chairman	1.00	Officer	$0	$0	$0
Benton Collins	Treasurer	4.00	Officer	$0	$0	$0
Jeff Rear	Secretary	1.00	Officer	$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	$931,773	$840,331	$2,332,833	$91,442
2024	$891,352	$853,940	$2,233,977	$37,412
2023	$964,620	$783,745	$2,187,345	$180,875
2022	$1,181,820	$868,263	$2,027,590	$313,557
2021	$920,016	$714,750	$1,843,471	$205,266
2020	$672,817	$776,455	$1,668,800	$-103,638
2019	$1,035,583	$857,525	$1,610,435	$178,058

Eugene Montessori School Inc