Woodland Hill Montessori School
Nonprofit profile at a glance
- EIN
- 141495852
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Rensselaer, NY, USA
- Phone
- 5182835400
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Kindergarten, Preschool, Nursery School, Early Admissions
Reported finances
- Revenue
- $7,254,035
- Expenses
- $6,794,753
- Assets
- $13,777,986
- Liabilities
- $3,207,440
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- JULIE MASSRY KNOX (PRESIDENT)
- ERIKA SOLOMON (VICE PRESIDENT)
Highest reported compensation
- MICHELLE EDWARDS (HEAD OF SCHOOL): $182,524 total reported compensation
- ASHLEY MOSCHOURIS (CHIEF FINANCIAL OFFICER): $82,446 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Woodland hill montessori school - a diverse and engaging educational partnership of parents, teachers, children, and community - nurtures a child's love of learning and sense of social and personal responsibility using the child-centered montessori philosophy and curriculum to develop the intellectual, spiritual, physical, artistic, and academic excellence inherent in each child.
What it reported doing in 2024
Classroom/educational activities - a diverse and engaging educational partnership between parents, teachers, children, and community. We strive to nurture a child's love of learning and sense of social and personal responsibility using the child-centered montessori philosophy and curriculum to develop intellectual, spiritual, physical, artistic, and academic excellence inherent in each child.
Operating model
- Revenue model
- Earned-program. 95% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 85% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 73
- Transparency & Controls: 75
- Accountability: 86
- Sustainability: 56
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 79.3%; rating input score 79
- Program expense ratio: 84.7%; rating input score 85
- Fundraising efficiency: $2.09 raised per $1 spent on fundraising; rating input score 5; 5th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 93.3%; rating input score 93; 24th percentile among comparable filings
- Governance controls: 6 of 8 controls in place; rating input score 75
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 6.3%; rating input score 54; 54th percentile among comparable filings
- Total-asset coverage ratio: 2.03; rating input score 62; 62nd percentile among comparable filings
- Liabilities to assets ratio: 0.23; rating input score 40; 40th percentile among comparable filings
- Officer compensation ratio: 3.9%; rating input score 62; 62nd percentile among comparable filings
Growth
- Program expense growth: 5.9% per year; rating input score 100; 45th percentile among comparable filings
- Revenue growth: 6.5% per year; rating input score 100; 51st percentile among comparable filings
- Asset growth: 5.2% per year; rating input score 100; 35th percentile among comparable filings
Details
- Where the money goes: 79.3% of revenue deployed · 84.7% of spending went to programs
- Governance: 14 of 15 board members independent · 6 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $5.8M in reported program spending
- Leadership: top reported pay $183K · 16 people listed · 1 of 6 pay-setting controls reported
- Consistency: 35 of 35 current checks pass
- Schedules: 8 filed schedules · includes major donors, grants, and executive pay
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 5/100.
- Review — Accountability: Governance controls: 2 of 8 not reported.
- Review — Sustainability: Operating margin scored 54/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 40/100.