HAWAII MONTESSORI INC

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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

1980

Legal Domicile

Principal Officer

ALLISON PALMGREN

Phone

8083290700

Tax Period

2024-08-01 to 2025-07-31

HAWAII MONTESSORI INC, founded in 1980, is a small nonprofit that reported $870K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $839K left a modest 4% surplus.

Mission

TO PREPARE FOR PEACE BY PROVIDING NURTURING PREPARED ENVIRONMENTS WHERE CHILDREN, PARENTS, AND STAFF JOYFULLY DEVELOP THEIR ESTEEM, DISCIPLINE, INDEPENDENCE AND COMMUNITY RESPONSIBILITIES TO THEIR FULLEST POTENTIAL.

Program Service Accomplishments

Program 1

Expenses: $630,389 Revenue: $805,024

PROVIDING EDUCATION AND CHILD CARE TO MORE THAN 100 CHILDREN AND STUDENTS AGES 15 MONTHS - 6 YEARS.

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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 $38,500

Program Service Revenue $805,024

Investment Income $17,988

Other Revenue $8,070

TOTAL REVENUE $869,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $667,812

Fundraising Expenses $0

Program Expenses $630,389

Other Expenses $171,173

TOTAL EXPENSES $838,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$869,582	$803,479	+0.1%
Expenses	$838,985	$788,384	+0.1%
Net Income	$30,597	$15,095	+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

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
CHRISTINE BOGDANOVITCH	PRESIDENT	N/A	Director	$0	$0	$0
WYATT CARPENTER	MEMBER	N/A	Director	$0	$0	$0
ALLISON PALMGREN	SECRETARY	N/A	Director	$0	$0	$0
CAROLINA PIEL	MEMBER	N/A	Director	$0	$0	$0
STEVEN PINE	TREASURER	N/A	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	$869,582	$838,985	$857,787	$30,597
2024	$803,479	$789,511	$808,013	$13,968
2023	$867,430	$719,872	$744,292	$147,558
2022	$658,070	$721,006	$613,311	$-62,936
2021	$524,847	$488,422	$648,331	$36,425
2020	$572,034	$572,814	$678,166	$-780
2019	$776,549	$644,176	$670,901	$132,373
2018	$790,487	$691,051	$558,270	$99,436