CHARLOTTE MASON SCHOOLS INTERNATIONAL INC (EIN 742935187) - 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

1999

Legal Domicile

Principal Officer

RUSS YORK

Tax Period

2023-08-01 to 2024-07-31

CHARLOTTE MASON SCHOOLS INTERNATIONAL INC, founded in 1999, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum.

Mission

AMBLESIDE SCHOOL OF FREDERICKSBURG IS A PRIVATE CHRISTIAN SCHOOL INTENTIONALLY FORMING HABITS IN STUDENTS BASED ON THE PHILOSOPHY OF CHARLOTTE MASON (1842-1923). THE SCHOOL PROVIDES A BROAD AND VARIED CURRICULUM OF INSPIRATIONAL AND DISCIPLINARY SUBJECTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $875,001

Program Service Revenue $1,253,779

Investment Income $52,966

Other Revenue $-21,428

TOTAL REVENUE $2,160,318

Expense Breakdown

Grants Paid $279,832

Salaries & Benefits $1,378,305

Fundraising Expenses $2,518

Program Expenses $2,040,513

Other Expenses $624,405

TOTAL EXPENSES $2,282,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,160,318	$1,663,602	+0.3%
Expenses	$2,282,542	$2,041,259	+0.1%
Net Income	$-122,224	$-377,657	-0.7%

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

$103,177

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUSS YORK	EXECUTIVE DIRECTOR	40.00	Officer	$103,177	$0	$103,177
DREW THOMPSON	DIRECTOR	4.00	Director	$0	$0	$0
JUSTIN DAVIS	DIRECTOR	4.00	Director	$0	$0	$0
RAINE PIPKIN	DIRECTOR	4.00	Director	$0	$0	$0
EMILY BOWYER	DIRECTOR	4.00	Director	$0	$0	$0
SCOTT EILERS	CHAIRMAN	10.00	Officer Director	$0	$0	$0
KATIE RHODES	TREASURER	4.00	Officer Director	$0	$0	$0
TRISH FULLER	SECRETARY	4.00	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
2024	$2,160,318	$2,282,542	$5,240,745	$-122,224
2023	$1,663,602	$2,041,259	$4,996,025	$-377,657
2022	$3,006,466	$1,476,250	$5,392,496	$1,530,216
2021	$1,686,736	$1,371,164	$4,064,804	$315,572
2020	$1,141,224	$1,130,222	$3,700,379	$11,002
2019	$1,578,319	$1,184,658	$3,519,424	$393,661
2018	$1,686,299	$962,348	$2,862,552	$723,951

CHARLOTTE MASON SCHOOLS INTERNATIONAL INC