Montessori School On Edgewood

Montessori School On Edgewood maintains stable revenue with no reported officer compensation, but experiences occasional operating deficits.

EIN: 203050073 · New Haven, CT · NTEE: P33 · Updated: 2026-03-28

$858KRevenue
$856KGross Revenue
$493KAssets
85/100Mission Score (Excellent)
P33
Montessori School On Edgewood Financial Summary
MetricValue
Total Revenue$858K
Total Expenses$879K
Program Spending90%
Net Assets$247K
Transparency Score85/100

Is Montessori School On Edgewood Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Montessori School On Edgewood directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Montessori School On Edgewood

Montessori School On Edgewood (EIN: 203050073) is a nonprofit organization based in New Haven, CT, classified under NTEE code P33. The organization reported total revenue of $858K and total assets of $493K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Montessori School On Edgewood's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Montessori School On Edgewood is a small nonprofit that has been operating for 21 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$865K
Total Expenses$879K
Surplus / Deficit$-14,305
Total Assets$454K
Total Liabilities$207K
Net Assets$247K
Operating Margin-1.7%
Debt-to-Asset Ratio45.6%
Months of Reserves6.2 months

Financial Health Grade: B

In 2023, Montessori School On Edgewood reported a deficit of $14K with expenses exceeding revenue, holds 6.2 months of operating reserves (strong position), has a debt-to-asset ratio of 45.6% (moderate leverage).

Financial Trends

Over 13 years of filings (2011–2023), Montessori School On Edgewood's revenue has grown at a compound annual growth rate (CAGR) of 0.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023-2.5%+11.1%-1.4%
2022+6.7%-5.4%-2.7%
2021+6.7%+27.5%-7.4%
2020+3.6%-19.3%+253.9%
2019-3.6%-1.6%-23.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Montessori School On Edgewood demonstrates consistent financial activity, with annual revenues generally fluctuating around the $800,000 to $900,000 range over the past decade. The organization's assets have shown growth, increasing from $149,309 in 2014 to $454,015 in 2023, indicating a strengthening balance sheet. However, the organization has experienced periods where expenses exceeded revenue, such as in 2023 ($879,267 expenses vs. $864,962 revenue) and 2021 ($835,891 expenses vs. $831,758 revenue), suggesting a need for careful budget management to maintain long-term sustainability. The consistent reporting of 0% officer compensation across all available filings is a significant indicator of financial transparency and a commitment to directing funds towards the organization's mission rather than executive salaries. The organization's financial health appears stable, though with some fluctuations in net income. The growth in assets, particularly from 2019 to 2020 where assets jumped from $144,448 to $511,180, is noteworthy. While specific program spending ratios are not provided in the raw data, the absence of officer compensation suggests a lean administrative structure at the top. The consistent filing of IRS Form 990s over 13 periods demonstrates a commitment to regulatory compliance and public transparency, allowing stakeholders to review its financial operations.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Montessori School On Edgewood with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Montessori School On Edgewood allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$865KTotal Revenue
$879KTotal Expenses
$454KTotal Assets
$207KTotal Liabilities
$247KNet Assets
  • The organization reported a deficit of $14K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 45.6%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that the organization's leadership is either unpaid or compensated through other means not classified as officer compensation, which is highly unusual for an organization of this size and suggests a strong commitment to mission over executive pay.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Montessori School On Edgewood's IRS 990 filings:

  • Occasional operating deficits, such as in 2023 where expenses ($879,267) exceeded revenue ($864,962), could impact long-term sustainability if not managed.

Strengths

The following positive indicators were identified for Montessori School On Edgewood:

  • Consistent 0% officer compensation across all filings, indicating a strong commitment to directing funds to programs.
  • Consistent filing of IRS Form 990s over 13 periods, demonstrating transparency and regulatory compliance.
  • Growth in assets over the past decade, from $149,309 in 2014 to $454,015 in 2023, strengthening the organization's financial position.
  • Stable revenue stream generally in the $800,000-$900,000 range, indicating consistent operational capacity.

Frequently Asked Questions about Montessori School On Edgewood

Is Montessori School On Edgewood a legitimate charity?

Montessori School On Edgewood (EIN: 203050073) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $858K. 1 red flag identified. 4 strengths noted. Financial health grade: B.

How does Montessori School On Edgewood spend its money?

Montessori School On Edgewood directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Montessori School On Edgewood tax-deductible?

Montessori School On Edgewood is registered as a tax-exempt nonprofit (EIN: 203050073). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Montessori School On Edgewood compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Montessori School On Edgewood is above average for NTEE category P33 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Montessori School On Edgewood located?

Montessori School On Edgewood is headquartered in New Haven, Connecticut and files with the IRS under EIN 203050073. It is classified under NTEE code P33.

How many years of IRS 990 filings does Montessori School On Edgewood have?

Montessori School On Edgewood has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $858K in total revenue.

Is Montessori School On Edgewood a good charity?

Based on the available data, Montessori School On Edgewood appears to be a well-managed organization with a strong commitment to its mission, evidenced by 0% officer compensation and consistent financial reporting. Its financial health is generally stable, though it has experienced periods of operating deficits.

How does the organization manage its expenses relative to its revenue?

The organization generally manages its expenses close to its revenue, with some years showing a slight surplus (e.g., 2022: $887,330 revenue vs. $791,071 expenses) and others a slight deficit (e.g., 2023: $864,962 revenue vs. $879,267 expenses). This indicates a tight operational budget.

What is the trend in the organization's assets?

The organization's assets have shown a positive trend over the past decade, increasing from $149,309 in 2014 to $454,015 in 2023, with a notable jump between 2019 and 2020 from $144,448 to $511,180. This indicates a growing financial base.

Filing History

IRS 990 filing history for Montessori School On Edgewood showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Montessori School On Edgewood's revenue has grown by 9.4%, moving from $791K to $865K. Total assets increased by 124.2% over the same period, from $202K to $454K. Total functional expenses rose by 15.8%, from $759K to $879K. In its most recent filing year (2023), Montessori School On Edgewood reported a deficit of $14K, with expenses exceeding revenue. The organization holds $207K in liabilities against $454K in assets (debt-to-asset ratio: 45.6%), resulting in net assets of $247K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $865K $879K $454K $207K View 990
2022 $887K $791K $461K $200K View 990
2021 $832K $836K $473K $234K View 990
2020 $779K $656K $511K $299K View 990
2019 $752K $812K $144K $57K View 990
2018 $780K $826K $187K $39K View 990
2017 $900K $846K $230K $35K View 990
2016 $950K $871K $257K $116K View 990
2015 $850K $824K $159K $97K View 990
2014 $791K $817K $149K $113K View 990
2013 $796K $860K $144K $82K View 990
2012 $774K $837K $151K $24K View 990
2011 $791K $759K $202K $12K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $865K, expenses of $879K, and assets of $454K (revenue -2.5% year-over-year).
  • 2022: Revenue of $887K, expenses of $791K, and assets of $461K (revenue +6.7% year-over-year).
  • 2021: Revenue of $832K, expenses of $836K, and assets of $473K (revenue +6.7% year-over-year).
  • 2020: Revenue of $779K, expenses of $656K, and assets of $511K (revenue +3.6% year-over-year).
  • 2019: Revenue of $752K, expenses of $812K, and assets of $144K (revenue -3.6% year-over-year).
  • 2018: Revenue of $780K, expenses of $826K, and assets of $187K (revenue -13.4% year-over-year).
  • 2017: Revenue of $900K, expenses of $846K, and assets of $230K (revenue -5.2% year-over-year).
  • 2016: Revenue of $950K, expenses of $871K, and assets of $257K (revenue +11.8% year-over-year).
  • 2015: Revenue of $850K, expenses of $824K, and assets of $159K (revenue +7.4% year-over-year).
  • 2014: Revenue of $791K, expenses of $817K, and assets of $149K (revenue -0.6% year-over-year).
  • 2013: Revenue of $796K, expenses of $860K, and assets of $144K (revenue +2.9% year-over-year).
  • 2012: Revenue of $774K, expenses of $837K, and assets of $151K (revenue -2.2% year-over-year).
  • 2011: Revenue of $791K, expenses of $759K, and assets of $202K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Montessori School On Edgewood:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Montessori School On Edgewood is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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