AMERICAN ACADEMY FOR LIBERAL EDUCATION (EIN 521789016) - 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

1992

Legal Domicile

Principal Officer

Jacqueline Pfeffer Merrill

Phone

2023896550

Tax Period

2021-01-01 to 2021-12-31

AMERICAN ACADEMY FOR LIBERAL EDUCATION, founded in 1992, is a small nonprofit in the Education sector that reported $117K in total revenue in fiscal year 2021. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $43K, a strong 37% operating margin.

Mission

To promote excellence in liberal education by providing significant academic recognition of programs and schools worldwide that maintain the highest standards of liberal arts learning.

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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 $67,519

Program Service Revenue $49,750

Investment Income $2

Other Revenue $100

TOTAL REVENUE $117,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,592

Fundraising Expenses $1,728

Program Expenses $56,413

Other Expenses $16,520

TOTAL EXPENSES $74,112

Year-over-Year Comparison

	2021	2020	Change
Revenue	$117,371	$142,375	-0.2%
Expenses	$74,112	$67,976	+0.1%
Net Income	$43,259	$74,399	-0.4%

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

Total Directors

Key Employees

$53,499

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Ann Powers	Board Member-Exec Director non-voting	30	Key Emp	$53,499	$0	$53,499
Stephen Balch	Board Member	1	Director	$0	$0	$0
Geoffrey Baum	Board Member	1	Director	$0	$0	$0
Ted Eismeier	Board Member	1	Director	$0	$0	$0
Sara Henary	Board Member	1	Director	$0	$0	$0
Joshua Hochschild	Board Secretary	3	Officer Director	$0	$0	$0
Peter Keith	Board Member	1	Director	$0	$0	$0
Gary Kelly	Board Member	1	Director	$0	$0	$0
Dale Larson	Board Member Vice Chair Treasurer	3	Officer Director	$0	$0	$0
Robert Maranto	Board Member	1	Director	$0	$0	$0
Jacqueline Pfeffer Merrill	Board Chair	5	Officer Director	$0	$0	$0
Rene Paddags	Board Member Non-voting	1	Director	$0	$0	$0
Karl Schumann	Board Member	1	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
2021	$117,371	$74,112	$177,088	$43,259
2020	$142,375	$67,976	$133,829	$74,399
2019	$83,010	$64,308	$59,430	$18,702

AMERICAN ACADEMY FOR LIBERAL EDUCATION