Montessori School of Los Altos (EIN 942155096) - 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

1972

Legal Domicile

Phone

6504937200

Tax Period

2024-07-01 to 2025-06-30

Montessori School of Los Altos, founded in 1972, is a small nonprofit in the Education sector that reported $923K in total revenue in fiscal year 2024. Expenses of $817K left a modest 11% surplus.

Mission

Education of young children, ages 2 to 6 years, using the Montessori Educational System principles.

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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 $4,528

Program Service Revenue $916,805

Investment Income $1,361

Other Revenue $0

TOTAL REVENUE $922,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $484,461

Fundraising Expenses $24,520

Program Expenses $686,537

Other Expenses $332,845

TOTAL EXPENSES $817,306

Year-over-Year Comparison

	2024	2023	Change
Revenue	$922,694	$897,429	+0.0%
Expenses	$817,306	$762,311	+0.1%
Net Income	$105,388	$135,118	-0.2%

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

$90,955

Total Directors

$90,955

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nicole Engelman	CFO	7.00	Officer Director	$50,555	$0	$50,555
Danielle Engelman	CEO	10.00	Officer Director	$36,900	$0	$36,900
Rachel Brooks	Secretary	1.00	Officer Director	$3,500	$0	$3,500

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	$922,694	$817,306	$978,918	$105,388
2024	No data	No data	No data	No data
2023	$1,036,788	$696,408	$738,260	$340,380
2022	$516,559	$466,822	$397,880	$49,737
2021	$277,220	$454,497	$348,933	$-177,277
2020	$483,761	$622,693	$526,210	$-138,932
2019	$826,163	$639,388	$669,027	$186,775
2018	$774,898	$649,836	$483,598	$125,062

Montessori School of Los Altos