ALSION MONTESSORI FOUNDATION (EIN 943351924) - 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

2000

Legal Domicile

Principal Officer

ERIC ALEXANDER CFO

Tax Period

2023-07-01 to 2024-06-30

ALSION MONTESSORI FOUNDATION, founded in 2000, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 12% surplus.

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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 $0

Program Service Revenue $1,262,377

Investment Income $0

Other Revenue $39,147

TOTAL REVENUE $1,301,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $664,333

Fundraising Expenses $0

Program Expenses $1,149,599

Other Expenses $485,266

TOTAL EXPENSES $1,149,599

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,301,524	$1,125,753	+0.2%
Expenses	$1,149,599	$1,050,020	+0.1%
Net Income	$151,925	$75,733	+1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
THODUR HEMASHREE	DIRECTOR	Director	$0	$0	$0
FOAD AMOON	DIRECTOR	Director	$0	$0	$0
ERIC ALEXANDER	CFO	Officer Director	$0	$0	$0
ERON BRINGHURST	CHAIRMAN	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	No data	No data	No data	No data
2024	$1,301,524	$1,149,599	$1,475,216	$151,925
2023	$1,125,753	$1,050,020	$1,197,780	$75,733
2022	$1,154,680	$1,060,252	$1,302,816	$94,428
2021	$1,551,555	$932,301	$1,934,704	$619,254
2021	$1,415,679	$1,004,065	$1,267,481	$411,614
2020	$976,172	$1,026,693	$795,477	$-50,521
2018	$868,059	$1,196,587	$772,693	$-328,528
2017	$1,214,025	$1,069,760	$969,097	$144,265

ALSION MONTESSORI FOUNDATION