Villa Montessori Inc (EIN 952623915) - 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

1964

Legal Domicile

Phone

4082573374

Tax Period

2023-07-01 to 2024-06-30

Villa Montessori Inc, founded in 1964, is a small nonprofit in the Education sector that reported $604K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $533K left a modest 12% surplus.

Mission

Villa montessori provides education for preschool age children. The approximate enrollment is fifty-four students.

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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 $4,530

Program Service Revenue $588,387

Investment Income $10,916

Other Revenue $0

TOTAL REVENUE $603,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $374,548

Fundraising Expenses $0

Program Expenses $404,228

Other Expenses $158,145

TOTAL EXPENSES $532,693

Year-over-Year Comparison

	2023	2022	Change
Revenue	$603,833	$549,294	+0.1%
Expenses	$532,693	$490,575	+0.1%
Net Income	$71,140	$58,719	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Qiu Yuan Wang	Director	40.00		$76,253	$8,900	$85,153
Mani Kumar	Member	2.00	Director	$0	$0	$0
Weiwei Cao	Member	2.00	Director	$0	$0	$0
Xiaoying Xu	Secretary	2.00	Director	$0	$0	$0
Justin Maples	President	2.00	Director	$0	$0	$0
Tabrez Sheikh	Vice President	2.00	Director	$0	$0	$0
Patrick Chen	Treasurer	2.00	Director	$0	$0	$0
Vishak Sharma	Member	2.00	Director	$0	$0	$0
Mrinalini Shukla	Member	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	No data	No data	No data	No data
2024	$603,833	$532,693	$771,034	$71,140
2023	$549,294	$490,575	$763,327	$58,719
2022	$405,463	$376,615	$697,367	$28,848
2021	$103,354	$176,629	$608,717	$-73,275
2020	$471,397	$451,127	$683,317	$20,270
2019	$662,570	$560,218	$735,568	$102,352

Villa Montessori Inc