FRIENDS-MONTESSORI SCHOOL (EIN 931963036) - 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

Phone

4233885393

Tax Period

2024-07-01 to 2025-06-30

FRIENDS-MONTESSORI SCHOOL, founded in 2023, is a small nonprofit in the Education sector that reported $401K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $385K left a modest 4% surplus.

Mission

PROVIDE A TRADITIONAL MONTESSORI EDUCATION BASED ON THE PHILOSOPHY OF DR MARIA MONTESSORI FOR CHILDREN IN THE FIRST THROUGH SIXTH GRAD AGES 6-12 IN ASHEVILLE NC

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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 $400,557

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $400,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $222,809

Fundraising Expenses $0

Program Expenses $360,828

Other Expenses $142,973

TOTAL EXPENSES $384,812

Year-over-Year Comparison

	2024	2023	Change
Revenue	$400,557	$434,439	-0.1%
Expenses	$384,812	$328,097	+0.2%
Net Income	$15,745	$106,342	-0.9%

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

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

$118,458

Total Directors

$218,750

Key Employees

$100,292

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARA BETH BRACKINS	DIRECTOR	35.00	Officer Director	$59,229	$0	$118,458
CANAAN BRACKINS	DIRECTOR	35.00	Director Key Emp	$50,146	$0	$100,292
TERA FORD	DIRECTOR	2.00	Director	$0	$0	$0
SHARON LECHNER	DIRECTOR	2.00	Director	$0	$0	$0
DAMON HEARNE	DIRECTORX	2.00	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	$400,557	$384,812	$122,087	$15,745
2024	$434,439	$328,097	$106,342	$106,342

FRIENDS-MONTESSORI SCHOOL