AVE MARIA ACADEMY (EIN 411871572) - 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

1997

Legal Domicile

Principal Officer

KIMBERLY DAY

Phone

7634945387

Tax Period

2024-07-01 to 2025-06-30

AVE MARIA ACADEMY, founded in 1997, is a community nonprofit in the Education sector that reported $2.4M in total revenue in fiscal year 2024.

Mission

AVE MARIA ACADEMY IS A CATHOLIC SCHOOL OF ACADEMIC EXCELLENCE FOR BOYS AND GIRLS FROM PRE-KINDERGARTEN THROUGH EIGHTH GRADE. THE SCHOOL MUST MEET ALL STATE EDUCATIONAL REQUIREMENTS AND TESTING STANDARDS.

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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 $610,774

Program Service Revenue $1,729,700

Investment Income $65,009

Other Revenue $-24,747

TOTAL REVENUE $2,380,736

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,722,839

Fundraising Expenses $165,686

Program Expenses $1,958,483

Other Expenses $787,358

TOTAL EXPENSES $2,510,197

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,380,736	$2,437,556	0.0%
Expenses	$2,510,197	$2,336,499	+0.1%
Net Income	$-129,461	$101,057	-2.3%

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

$60,093

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERICKA WALZ	HEAD OF SCHOOL	0.00	Key Emp	$60,093	$0	$60,093
JOHN JACOBSON	DIRECTOR	1.00	Director	$0	$0	$0
KEITH HUEGEL	DIRECTOR	1.00	Director	$0	$0	$0
GAYLE STOFFEL	DIRECTOR	1.00	Director	$0	$0	$0
TRACY MADDER	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY DAY	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
STEVE SCHMITZ	TREASURER	3.00	Officer Director	$0	$0	$0
JEANNE BUCKEYE	SECRETARY	1.00	Officer 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	$2,380,736	$2,510,197	$7,955,702	$-129,461
2024	$2,437,556	$2,336,499	$8,941,926	$101,057
2023	$2,356,775	$2,283,353	$8,958,647	$73,422
2022	$2,366,568	$2,199,435	$8,818,696	$167,133
2021	$2,316,893	$2,063,143	$8,728,990	$253,750
2020	$1,944,600	$1,902,152	$8,748,105	$42,448
2019	$2,055,883	$1,904,362	$8,452,911	$151,521

AVE MARIA ACADEMY