The Enrichment Institute DBA Ashley Academy (EIN 581524611) - 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

1983

Legal Domicile

Principal Officer

Keith McCoy

Phone

4239297888

Tax Period

2024-06-01 to 2025-05-31

The Enrichment Institute DBA Ashley Academy, founded in 1983, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $2.5M left a modest 5% surplus.

Mission

To provide children with unique and challenging learning opportunities in a nurturing, safe, and culturally diverse school environment.

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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 $176,310

Program Service Revenue $2,215,303

Investment Income $47,526

Other Revenue $235,855

TOTAL REVENUE $2,674,994

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,698,396

Fundraising Expenses $26,735

Program Expenses $2,280,614

Other Expenses $841,344

TOTAL EXPENSES $2,539,740

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,674,994	$2,042,382	+0.3%
Expenses	$2,539,740	$2,186,333	+0.2%
Net Income	$135,254	$-143,951	-1.9%

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

$93,259

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ramona Harr	Executive Dir.	40.00	Officer	$93,259	$0	$93,259
Susan Graybeal	President	3.00	Officer Director	$0	$0	$0
Mark Joseph Pickering	Director	1.00	Director	$0	$0	$0
Rachel Tocci	Director	1.00	Director	$0	$0	$0
Joseph Allen Wade	Director	1.00	Director	$0	$0	$0
Nancy Elizabeth Wentzl	Director	1.00	Director	$0	$0	$0
Edward Sterling Rollins	Director	1.00	Director	$0	$0	$0
Arthur Joseph Gibson	Director	1.00	Director	$0	$0	$0
TJ Murray	Director	1.00	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
2025	$2,674,994	$2,539,740	$2,553,112	$135,254
2024	$2,042,382	$2,186,333	$2,651,648	$-143,951
2023	$2,048,155	$1,965,760	$2,807,122	$82,395
2022	$1,294,238	$1,288,811	$546,182	$5,427
2021	$1,614,677	$1,584,457	$561,869	$30,220
2020	$1,231,563	$1,209,952	$548,941	$21,611
2019	$810,093	$885,100	$536,825	$-75,007
2018	$881,414	$873,874	$610,832	$7,540

The Enrichment Institute DBA Ashley Academy