AMBLESIDE OF THE WILLAMETTE VALLEY (EIN 822212347) - 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

2017

Legal Domicile

Principal Officer

MEGAN KROBER

Phone

5037203357

Tax Period

2024-07-01 to 2025-06-30

AMBLESIDE OF THE WILLAMETTE VALLEY, founded in 2017, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum.

Mission

COMBINED GRADES 1-10 WITH KINDERGARTEN SEPARATELY TAUGHT PROVIDING A TRAINING CENTER THAT SUPPORTS THE RENEWAL OF EDUCATION.

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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 $228,857

Program Service Revenue $1,041,872

Investment Income $186

Other Revenue $2,423

TOTAL REVENUE $1,273,338

Expense Breakdown

Grants Paid $65,509

Salaries & Benefits $890,751

Fundraising Expenses $0

Program Expenses $1,218,586

Other Expenses $281,079

TOTAL EXPENSES $1,237,339

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,273,338	$892,337	+0.4%
Expenses	$1,237,339	$978,941	+0.3%
Net Income	$35,999	$-86,604	-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

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

$67,500

Total Directors

$67,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN KROBER	PRINCIPAL	60.00	Officer Director	$67,500	$0	$67,500
MICHAEL ELTON	SCHOOL BOARD	2.00	Director	$0	$0	$0
CHAD KROBER	SCHOOL BOARD	25.00	Director	$0	$0	$0
TONY ONDRACEK	SCHOOL BOARD	2.00	Director	$0	$0	$0
JEREMY STEWART	SCHOOL BOARD	2.00	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	$1,273,338	$1,237,339	$29,243	$35,999
2024	$892,337	$978,941	$32,054	$-86,604
2023	$871,015	$902,554	$15,028	$-31,539
2022	$708,711	$731,408	$45,314	$-22,697
2021	$556,705	$581,392	$63,449	$-24,687

AMBLESIDE OF THE WILLAMETTE VALLEY