Phoenix Montessori Academy
Huntersville, North Carolina
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Good
How This Organization Compares
Compared to 4 peers in Education with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $2,776,987↑34% | $2,386,004↑22% | $1,356,239↑62% | — |
| 2022 | $2,065,555↑56% | $1,952,729↑43% | $838,571↑71% | — |
| 2021 | $1,323,002↓18% | $1,367,772↓5% | $490,227↑45% | — |
| 2020 | $1,611,317↑27% | $1,442,123↑12% | $337,236↓27% | — |
| 2019 | $1,270,694↑5% | $1,290,204↑14% | $461,141↑44% | — |
| 2018 | $1,210,282↑40% | $1,133,961↑26% | $320,427↓4% | — |
| 2017 | $866,366↑24% | $897,977↑40% | $332,471↑48% | — |
| 2016 | $696,515↓20% | $640,617↑2% | $224,764↑33% | — |
| 2015 | $872,304↑28% | $630,511↓6% | $168,864↑19% | — |
| 2014 | $681,816↓7% | $670,017↓6% | $141,772↓4% | — |
| 2013 | $731,205↑16% | $710,476↑10% | $147,373↑1% | — |
| 2012 | $632,640↓8% | $644,039↓15% | $145,394↓15% | — |
| 2011 | $688,018 | $755,860 | $170,943 | — |
Frequently Asked Questions
What does Phoenix Montessori Academy do?▼
Phoenix Montessori Academy is a education nonprofit organization based in North Carolina. It is classified under NTEE code B24 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Phoenix Montessori Academy financially healthy?▼
Based on our 9-metric Financial Health Score model, Phoenix Montessori Academy has a score of 67/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Phoenix Montessori Academy generate?▼
Phoenix Montessori Academy reports $3.6M in annual revenue and holds $24.1M in total assets, based on IRS filings.
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