The Ancona School

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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

1962

Legal Domicile

Principal Officer

Liz Iverson

Phone

7739242356

Tax Period

2024-07-01 to 2025-06-30

The Ancona School, founded in 1962, is a community nonprofit in the Education sector that reported $8.0M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $7.4M left a modest 8% surplus.

Mission

ANCONA EDUCATES STUDENTS TO BECOME CREATIVE PROBLEM SOLVERS, CONFIDENT RISK TAKERS, AND INDEPENDENT, LIFELONG LEARNERS. ROOTED ON THE MONTESSORI TRADITION, OUR CHILD CENTERED SCHOOL STIMULATES THE JOY OF LEARNING AND BUILDS A STRONG ACADEMIC FOUNDATION. WE INSPIRE CHILDREN.

Program Service Accomplishments

Program 1

Expenses: $6,013,033 Revenue: $6,288,957

PROVIDING PRE-PRIMARY AND ELEMENTARY EDUCATION FOR STUDENTS (DURING NORMAL SCHOOL YEAR 176 DAYS), SUMMER SCHOOL, AND BEFORE/AFTER SCHOOL CARE.

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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 $1,538,814

Program Service Revenue $6,287,217

Investment Income $142,925

Other Revenue $80,460

TOTAL REVENUE $8,049,416

Expense Breakdown

Grants Paid $1,190,884

Salaries & Benefits $4,167,581

Fundraising Expenses $503,077

Program Expenses $6,013,033

Other Expenses $2,086,569

TOTAL EXPENSES $7,445,034

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,049,416	$6,670,856	+0.2%
Expenses	$7,445,034	$6,985,528	+0.1%
Net Income	$604,382	$-314,672	-2.9%

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

$204,111

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Liz Iverson	Head of School	40.0	Officer	$189,544	$14,567	$204,111
Melanie L Ahmad	DIRECTOR OF ENROLLMENT	40.0	Highest	$105,119	$7,067	$112,186
Austin Bartlett	Member	1.0	Director	$0	$0	$0
Nanette Harris	Member	1.0	Director	$0	$0	$0
Gustavo Bamberger	Member	1.0	Director	$0	$0	$0
Keith Bevans	Member	1.0	Director	$0	$0	$0
Sibyl Day	Vice President	2.0	Officer Director	$0	$0	$0
Lucilla Espedido	Member	1.0	Director	$0	$0	$0
Carmen Sallay	Member	1.0	Director	$0	$0	$0
Eric Schneider	Secretary	2.0	Officer Director	$0	$0	$0
Paul Watford	Member	1.0	Director	$0	$0	$0
Elisa Reliford	Member	1.0	Director	$0	$0	$0
Kapil Kumar	Treasurer	2.0	Officer Director	$0	$0	$0
Tabitha Watts	Committee On-Trustees Co-Chair	2.0	Officer Director	$0	$0	$0
Jerome Weidner	Committee On-Trustees Co-Chair	2.0	Officer Director	$0	$0	$0
Radiah Smith-Donald	President	2.0	Officer Director	$0	$0	$0
Cari Hulings	APC Co-Chair	1.0	Director	$0	$0	$0
Rhonda Sams	APC Co-Chair	1.0	Director	$0	$0	$0
Andrew Chipman	Member	1.0	Director	$0	$0	$0
Eliza Bryant	Member	1.0	Director	$0	$0	$0
Megham Twiss	Member	1.0	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	$8,049,416	$7,445,034	$8,544,731	$604,382
2024	$6,670,856	$6,985,528	$8,042,587	$-314,672
2023	$6,142,709	$6,944,915	$7,717,061	$-802,206
2022	$7,022,236	$6,622,777	$8,041,193	$399,459
2021	$5,890,757	$6,213,069	$9,012,988	$-322,312
2020	$6,191,733	$6,468,877	$7,859,981	$-277,144
2019	$6,009,955	$6,306,410	$7,733,171	$-296,455
2018	$5,848,817	$5,992,417	$7,613,680	$-143,600