AMBLESIDE SCHOOL (EIN 541921391) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

JEREMY FARBER

Phone

7034304034

Tax Period

2024-08-01 to 2025-07-31

AMBLESIDE SCHOOL, founded in 1999, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2017. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

AMBLESIDE SCHOOL IS A CHRIST-CENTERED SCHOOL COMMITTED TO PROVIDING A CHARLOTTE MASON "LIVING EDUCATION." IN PARTNERSHIP WITH THE FAMILY, THE SCHOOL GUIDES AND EMPOWERS EACH STUDENT TO THINK WITH THE MIND OF CHRIST AND TO AUTHOR A LIFE RICH IN RELATIONSHIP TO GOD, SELF, OTHERS, IDEAS, AND ALL OF CREATION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $231,782

Program Service Revenue $1,839,203

Investment Income $27,759

Other Revenue $-56,984

TOTAL REVENUE $2,041,760

Expense Breakdown

Grants Paid $145,884

Salaries & Benefits $1,306,400

Fundraising Expenses $80,996

Program Expenses $1,581,559

Other Expenses $622,316

TOTAL EXPENSES $2,074,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,041,760	$2,004,125	+0.0%
Expenses	$2,074,600	$1,914,156	+0.1%
Net Income	$-32,840	$89,969	-1.4%

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

125

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

$109,529

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOLLY ZEMEK	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID FISCHER	MEMBER	4.00	Director	$0	$0	$0
MARK HAMER	MEMBER	1.00	Director	$0	$0	$0
TIM SHINBARA	CHAIR	1.00	Officer Director	$0	$0	$0
JAMES CHEN	VICE CHAIR	3.00	Officer Director	$0	$0	$0
MARTHA SCHOBER	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN MIZENER	MEMBER	1.00	Director	$0	$0	$0
JEREMY FARBER	MEMBER	1.00	Director	$0	$0	$0
CHRIS GEYER	MEMBER	1.00	Director	$0	$0	$0
KRISTIN NOWAK	HEAD OF SCHOOL	50.00	Officer	$109,529	$0	$109,529

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	$2,041,760	$2,074,600	$1,838,887	$-32,840
2024	$2,004,125	$1,914,156	$1,896,918	$89,969
2023	$1,985,978	$1,800,863	$1,792,323	$185,115
2022	$2,137,506	$1,724,701	$1,604,814	$412,805
2021	$2,020,600	$1,630,647	$1,377,207	$389,953
2020	$1,567,172	$1,500,175	$1,126,865	$66,997
2019	$1,360,902	$1,342,032	$746,288	$18,870
2018	$1,357,896	$1,381,914	$727,418	$-24,018

AMBLESIDE SCHOOL