Apogee School Inc

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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

2016

Legal Domicile

Principal Officer

David Bonner

Phone

3178044800

Tax Period

2024-07-01 to 2025-06-30

Apogee School Inc, founded in 2016, is a small nonprofit in the Education sector that reported $910K in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $250K, a strong 27% operating margin.

Mission

Apogee School exists to serve the unique social emotional and academic needs of gifted children by providing an individualized competency-based approach to each childs education.

Program Service Accomplishments

Program 1

Expenses: $660,252 Revenue: $910,105

The Apogee School continued to increase enrollment and added several teaching support staff and admin positions. Our state testing scores were in the top 1% of the state in all subjects. We had the very highest test scores in the state in multiple core subjects. We increased our occupational therapy services. We funded continuing education for several of our staff.

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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 $317,640

Program Service Revenue $592,465

Investment Income $0

Other Revenue $0

TOTAL REVENUE $910,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $488,838

Fundraising Expenses $0

Program Expenses $660,252

Other Expenses $171,414

TOTAL EXPENSES $660,252

Year-over-Year Comparison

	2024	2023	Change
Revenue	$910,105	$565,941	+0.6%
Expenses	$660,252	$582,279	+0.1%
Net Income	$249,853	$-16,338	-16.3%

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

N/A

Independent Members

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marcie Bjork	Board President	1.00	Director	$0	$0	$0
Dawn Boquet	Board Member	1.00	Director	$0	$0	$0
Allen MacMillen	Board Member	1.00	Director	$0	$0	$0
Alex Fritz	Board Member	1.00	Director	$0	$0	$0
Dr Mike Postma	Board Member	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	$910,105	$660,252	$303,657	$249,853
2024	$565,941	$582,279	$43,707	$-16,338
2024	$560,876	$534,031	$86,890	$26,845
2022	$375,780	$326,276	$71,505	$49,504
2021	$243,072	$219,606	$53,175	$23,466