AMBLESIDE SCHOOL OF OCALA INC (EIN 300178066) - 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

2003

Legal Domicile

Principal Officer

Ken Ausley

Phone

3526298177

Tax Period

2021-08-01 to 2022-07-31

AMBLESIDE SCHOOL OF OCALA INC, founded in 2003, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2021. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF AMBLESIDE SCHOOL OF OCALA, INC IS TO PROVIDE FAMILIES AND CHILDREN IN GRADES K-12 WITH A LIVING EDUCATION, ONE WHERE CHILDREN ARE GUIDED AND EMPOWERED TO AUTHOR A FULL AND FREE LIFE BY IMPLEMENTATION OF THE IDEAS, PRINCIPLES AND METHODS OF CHARLOTTE MASON, A BRITISH EDUCATOR. OUR STUDENTS LEARN BOTH INSPIRATIONAL AND DISCIPLINARY SUBJECTS SUCH AS LITERATURE, MATH, SCIENCE, NATURE STUDY, MUSIC, ART, PICTURE STUDY, HISTORY, BIBLE, PHYSICAL EDUCATION, FOREIGN LANGUAGE, COMPOSITION AND COMPOSER STUDY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $398,954

Program Service Revenue $1,362,578

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,761,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,196,616

Fundraising Expenses $0

Program Expenses $1,397,942

Other Expenses $667,117

TOTAL EXPENSES $1,863,733

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,761,532	$1,525,094	+0.2%
Expenses	$1,863,733	$1,365,555	+0.4%
Net Income	$-102,201	$159,539	-1.6%

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	Role	Reportable Comp	Other Comp	Total
KEN AUSLEY	TREASURER	Officer Director	$0	$0	$0
SHARI AUSLEY	BOARD MEMBER	Director	$0	$0	$0
ALAN GARRI	BOARD MEMBER	Director	$0	$0	$0
TYLER EMMONS	BOARD CHAIRMAN	Director	$0	$0	$0
RHELLA MURDAUGH	BOARD MEMBER	Director	$0	$0	$0
VALARIE LACEFIELD	BOARD MEMBER	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
2024	No data	No data	No data	No data
2022	$1,761,532	$1,863,733	$1,002,625	$-102,201
2021	$1,525,094	$1,365,555	$707,818	$159,539
2020	$1,213,281	$1,297,891	$545,655	$-84,610
2019	$1,152,246	$1,200,740	$177,192	$-48,494
2018	$1,098,984	$979,585	$239,555	$119,399

AMBLESIDE SCHOOL OF OCALA INC