AMBLESIDE SCHOOL (EIN 271507931) - Form 990 Financial Analysis & Trantor Score

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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

2010

Legal Domicile

Principal Officer

NATHAN JOHNSON

Phone

7207120464

Tax Period

2023-07-01 to 2024-06-30

AMBLESIDE SCHOOL, founded in 2010, is a mid-sized nonprofit in the Education sector that reported $14.0M in total revenue in fiscal year 2023. Revenue surged 498% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11.5M, a strong 82% operating margin.

Mission

TO OFFER A K-12 EDUCATION CENTERED ON CHRIST AND EMPLOYING THE EDUCATION PHILOSOPHY AND METHODOLOGY OF BRITISH EDUCATOR CHARLOTTE MASON. WE AIM TO TRAIN STUDENTS IN HABITS OF LEARNING SO THEY CAN AQUIRE KNOWLEDGE FOR THEMSELVES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $11,663,885

Program Service Revenue $2,186,616

Investment Income $158,028

Other Revenue $-41,642

TOTAL REVENUE $13,966,887

Expense Breakdown

Grants Paid $514,905

Salaries & Benefits $1,544,549

Fundraising Expenses $188,749

Program Expenses $2,004,853

Other Expenses $435,244

TOTAL EXPENSES $2,494,698

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,966,887	$2,335,146	+5.0%
Expenses	$2,494,698	$1,875,457	+0.3%
Net Income	$11,472,189	$459,689	+24.0%

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

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

$123,905

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW HAYES	HEAD OF SCHOOL	40.00	Officer	$107,246	$16,659	$123,905
NATHAN JOHNSON	CHAIRMAN	20.00	Officer Director	$0	$0	$0
DIANA GUETIG	SECRETARY	10.00	Officer Director	$0	$0	$0
BILL ST CYR	BOARD MEMBER	10.00	Director	$0	$0	$0
STEVE ROTELLO	BOARD MEMBER	10.00	Director	$0	$0	$0
ELIZA LEWIS	BOARD MEMBER	10.00	Director	$0	$0	$0
DANIELLE PHIPPEN	BOARD MEMBER	10.00	Director	$0	$0	$0
ALISA LEWIS	BOARD MEMBER	10.00	Director	$0	$0	$0
TOM KIMBALL	BOARD MEMBER	10.00	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	No data	No data	No data	No data
2024	$13,966,887	$2,494,698	$13,775,019	$11,472,189
2023	$2,335,146	$1,875,457	$2,245,791	$459,689
2022	$1,827,824	$1,465,778	$1,518,770	$362,046
2021	$1,387,149	$1,186,859	$891,456	$200,290
2020	$1,387,207	$1,150,640	$685,995	$236,567
2019	$1,061,683	$1,136,406	$357,019	$-74,723

AMBLESIDE SCHOOL