SAN ANSELMO MONTESSORI SCHOOL

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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

1971

Legal Domicile

Phone

4154573428

Tax Period

2024-07-01 to 2025-06-30

SAN ANSELMO MONTESSORI SCHOOL, founded in 1971, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $214K, a strong 21% operating margin.

Mission

Fostering a love of learning in children and providing a solid foundation for future learning in an enriching and challenging educational environment each child is encouraged to grow to their fullest academic, emotional, and social potential.

Program Service Accomplishments

Program 1

Expenses: $748,037

PROVIDING SCHOOLING IN AN ENRICHING MONTESSORI ENVIRONMENT.

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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 $46,975

Program Service Revenue $931,602

Investment Income $39,314

Other Revenue $0

TOTAL REVENUE $1,017,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $598,940

Fundraising Expenses $1,874

Program Expenses $748,037

Other Expenses $204,557

TOTAL EXPENSES $803,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,017,891	$825,948	+0.2%
Expenses	$803,497	$769,962	+0.0%
Net Income	$214,394	$55,986	+2.8%

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

N/A

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
LESLIE CHAPMAN	President	2.00	Officer Director	$0	$0	$0
MYRIAH WOOD	Treasurer	1.00	Officer Director	$0	$0	$0
CHRISTINE BERG	Vice President	1.00	Officer	$0	$0	$0
RONI POMERANZT	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	$1,017,891	$803,497	$1,467,524	$214,394
2024	$825,948	$769,962	$1,234,836	$55,986
2023	$748,324	$744,658	$1,155,045	$3,666
2022	$737,102	$694,236	$1,170,748	$42,866
2021	$785,103	$741,874	$1,117,977	$43,229