OAK KNOLL 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

1999

Legal Domicile

Principal Officer

GABRIELLA AKANA

Phone

6263459929

Tax Period

2024-07-01 to 2025-06-30

OAK KNOLL MONTESSORI SCHOOL, founded in 1999, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $3.2M left a modest 15% surplus.

Mission

TO EDUCATE CHILDREN USING THE MONTESSORI METHOD OF LEARNING, TO INFORM FAMILIES ABOUT THE METHOD, AND TO INCREASE ACCESS TO MONTESSORI EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $2,817,680

THROUGH ITS NORMAL OPERATIONS THE SCHOOL WAS SUCCESSFUL IN EDUCATING CHILDREN USING THE MONTESSORI METHOD OF LEARNING, INFORMING FAMILIES ABOUT THE METHOD, AND INCREASING ACCESS TO MONTESSORI...

THROUGH ITS NORMAL OPERATIONS THE SCHOOL WAS SUCCESSFUL IN EDUCATING CHILDREN USING THE MONTESSORI METHOD OF LEARNING, INFORMING FAMILIES ABOUT THE METHOD, AND INCREASING ACCESS TO MONTESSORI 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 (2024)

Revenue Breakdown

Contributions & Grants $209,848

Program Service Revenue $2,682,311

Investment Income $-135,149

Other Revenue $1,019,548

TOTAL REVENUE $3,776,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,845,104

Fundraising Expenses $9,824

Program Expenses $2,817,680

Other Expenses $1,367,413

TOTAL EXPENSES $3,212,517

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,776,558	$2,385,669	+0.6%
Expenses	$3,212,517	$2,606,471	+0.2%
Net Income	$564,041	$-220,802	-3.6%

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
ALLWYN FITZPATRICK	HEAD OF SCHOOL	40.00		$196,484	$0	$196,484
GABRIELLA AKANA	President	1.00	Officer Director	$0	$0	$0
MICHELLE HIBBS	Vice President	1.00	Officer Director	$0	$0	$0
JINA CHOI	Treasurer	3.00	Director	$0	$0	$0
RUPERT GRANT	Trustee	1.00	Director	$0	$0	$0
MIKE OSTROSKI	Trustee	1.00	Director	$0	$0	$0
CHRISTOPER STILL	Trustee	1.00	Director	$0	$0	$0
MOLLY YURCHAK	Secretary	1.00	Director	$0	$0	$0
WENDY M ANDERSON	Trustee	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	$3,776,558	$3,212,517	$1,358,940	$564,041
2024	No data	No data	No data	No data
2023	$2,793,473	$2,712,393	$862,065	$81,080
2022	$2,030,474	$1,991,545	$2,357,807	$38,929
2021	$1,717,597	$1,783,235	$1,992,787	$-65,638
2020	$2,105,430	$1,983,165	$1,756,716	$122,265
2019	$1,846,822	$1,949,130	$1,955,601	$-102,308
2018	$1,986,071	$2,018,019	$2,006,689	$-31,948