ASSOCIATION FOR MIDDLE LEVEL EDUCATION (EIN 310865702) - 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

1973

Legal Domicile

Principal Officer

STEPHANIE SIMPSON

Phone

6148954730

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION FOR MIDDLE LEVEL EDUCATION, founded in 1973, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $3.1M left a modest 10% surplus.

Mission

MIDDLE SCHOOL PROGRAM DEVELOPMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $76,416

Program Service Revenue $3,098,431

Investment Income $48,007

Other Revenue $232,940

TOTAL REVENUE $3,455,794

Expense Breakdown

Grants Paid $17,000

Salaries & Benefits $785,611

Fundraising Expenses $0

Program Expenses $2,462,702

Other Expenses $2,311,914

TOTAL EXPENSES $3,114,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,455,794	$2,900,162	+0.2%
Expenses	$3,114,525	$2,617,841	+0.2%
Net Income	$341,269	$282,321	+0.2%

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

170

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

$432,673

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE SIMPSON	CEO	40.00	Officer	$184,039	$16,016	$200,055
DEREK NEAL	COO	40.00	Officer	$133,973	$20,321	$154,294
MEGAN MOONEY	ACCT. MGR./T	40.00	Officer	$47,824	$30,500	$78,324
STEPHANIE PATTON	CHAIR	2.00	Officer Director	$0	$0	$0
CHANDRA DIAZ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KAREN WELLER SWANSON	TRUSTEE	2.00	Director	$0	$0	$0
ANDREW MAXEY	TRUSTEE	2.00	Director	$0	$0	$0
RACHEL GRAHAM	TRUSTEE	2.00	Director	$0	$0	$0
SANDY CAMELI	TRUSTEE	2.00	Director	$0	$0	$0
MAYA KRATZKE	TRUSTEE	2.00	Director	$0	$0	$0
WALTER LEE	TRUSTEE	2.00	Director	$0	$0	$0
SABINE PHILLIPS	TRUSTEE	2.00	Director	$0	$0	$0
KATIE JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
CYNDI PLEMONS	TRUSTEE	2.00	Director	$0	$0	$0
TONI WILLIAMS	TRUSTEE	2.00	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
2024	$3,455,794	$3,114,525	$2,257,449	$341,269
2023	$2,900,162	$2,617,841	$1,781,594	$282,321
2022	$2,157,068	$1,965,840	$1,507,010	$191,228
2021	$1,392,957	$1,191,485	$1,170,170	$201,472
2020	$1,332,613	$1,499,004	$1,022,138	$-166,391
2019	$2,937,390	$2,464,883	$1,143,542	$472,507
2018	$2,822,766	$2,976,430	$925,076	$-153,664

ASSOCIATION FOR MIDDLE LEVEL EDUCATION