MONTESSORI SCHOOL OF BEAVERTON LTD (EIN 930954555) - 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

1977

Legal Domicile

Principal Officer

SHAUNA PETTIT-BROWN

Phone

5034391597

Tax Period

2024-07-01 to 2025-06-30

MONTESSORI SCHOOL OF BEAVERTON LTD, founded in 1977, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Expenses of $2.4M left a modest 9% surplus.

Mission

TO ASSIST EACH STUDENT TO REACH HIS OR HER FULLEST POTENTIAL WITH A LOVE OF LEARNING & A PROFOUND SENSE OF IMPORTANCE OF HIS OR HER CONTRIBUTION TO THE WORLD USING THE EDUCATION METHOD & PHILOSOPHIES OF DR. MARIA MONTESSORI.

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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 $94,298

Program Service Revenue $2,409,667

Investment Income $96,734

Other Revenue $42,992

TOTAL REVENUE $2,643,691

Expense Breakdown

Grants Paid $14,176

Salaries & Benefits $1,681,831

Fundraising Expenses $99,295

Program Expenses $1,601,171

Other Expenses $709,919

TOTAL EXPENSES $2,405,926

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,643,691	$2,569,774	+0.0%
Expenses	$2,405,926	$2,229,461	+0.1%
Net Income	$237,765	$340,313	-0.3%

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

$164,390

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY SWAN	HEAD OF SCHOOL	40.00	Officer	$150,763	$13,627	$164,390
JEFF PETRILLO	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH GILLETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAUNA PETTIT-BROWN	PRESIDENT	2.00	Officer Director	$0	$0	$0
MATT SHIPLEY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ERIC THOMPSON	SECRETARY	1.00	Officer Director	$0	$0	$0
LUISA PONZI	TREASURER	1.00	Officer Director	$0	$0	$0
JANE FORESTER	PAST PRESIDENT	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
2025	$2,643,691	$2,405,926	$5,962,056	$237,765
2024	$2,569,774	$2,229,461	$5,795,551	$340,313
2023	$2,242,458	$2,027,384	$5,506,759	$215,074
2022	$2,214,900	$1,870,427	$5,342,148	$344,473
2021	$1,955,911	$1,711,796	$5,075,913	$244,115
2020	$2,123,026	$1,897,682	$5,161,499	$225,344
2019	$1,927,825	$1,907,874	$4,732,978	$19,951
2018	$1,905,162	$1,781,448	$4,604,404	$123,714

MONTESSORI SCHOOL OF BEAVERTON LTD