Montessori Childrens House of the West Coast (EIN 942567152) - 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

Legal Domicile

Principal Officer

Brianne Huang

Phone

4152214626

Tax Period

2023-08-01 to 2024-07-31

Montessori Childrens House of the West Coast is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $396K, a strong 21% operating margin.

Mission

Preschool 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 (2023)

Revenue Breakdown

Contributions & Grants $311,217

Program Service Revenue $1,542,218

Investment Income $37,067

Other Revenue $40,108

TOTAL REVENUE $1,930,610

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,090,452

Fundraising Expenses $4,415

Program Expenses $1,481,287

Other Expenses $443,931

TOTAL EXPENSES $1,534,383

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,930,610	$1,526,202	+0.3%
Expenses	$1,534,383	$1,404,130	+0.1%
Net Income	$396,227	$122,072	+2.2%

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

$145,472

Total Directors

$145,472

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brianne Huang	Executive Dir.	40.00	Officer Director	$145,472	$0	$145,472
Rob Mann	President	2.00	Officer Director	$0	$0	$0
Kirsti Chou	Chairman	2.00	Officer Director	$0	$0	$0
Emma Khoury	Treasurer	2.00	Officer Director	$0	$0	$0
Zona Pan	Secretary	1.00	Officer Director	$0	$0	$0
Dana Krastev	Director	1.00	Director	$0	$0	$0
Dana Krastev	Director	1.00	Director	$0	$0	$0
Peter Liu	Director	1.00	Director	$0	$0	$0
Holli Castelli	Director	2.00	Director	$0	$0	$0
Jonathan Buckalew	Director	1.00	Director	$0	$0	$0
Rose Mondragon	Director	1.00	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	No data	No data	No data	No data
2024	$1,930,610	$1,534,383	$2,075,712	$396,227
2023	$1,526,202	$1,404,130	$1,675,292	$122,072
2022	$1,399,931	$1,333,622	$1,560,328	$66,309
2021	$1,067,288	$1,110,031	$1,524,692	$-42,743
2019	$1,417,113	$1,260,420	$1,231,088	$156,693
2018	$1,309,981	$1,217,463	$1,101,271	$92,518

Montessori Childrens House of the West Coast