AMBLESIDE OF MARION NFP (EIN 824554464) - 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

2018

Legal Domicile

Principal Officer

JOE ZDANKIEWICZ

Phone

6183640378

Tax Period

2024-01-01 to 2024-12-31

AMBLESIDE OF MARION NFP, founded in 2018, is a small nonprofit in the Education sector that reported $497K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year.

Mission

OFFER A PREK-8 EDUCATION CENTERED ON CHRIST AND EMPLOYING THE EDUCATIONAL PHILOSOPHY AND METHODOLOGY OF BRITISH EDUCATOR CHARLOTTE MASON. WE WILL FOSTER A SCHOOL ATMOSPHERE OF EXCELLENCE, HUMILITY, RESPECT, PEACE, JOY, AND SELF-SACRIFICE. WE WILL TRAIN STUDENTS IN THE HABITS OF LEARNING SO THEY CAN ACQUIRE KNOWLEDGE FOR THEMSELVES FOR LIFE.

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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 $34,681

Program Service Revenue $450,321

Investment Income $0

Other Revenue $11,523

TOTAL REVENUE $496,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $432,794

Fundraising Expenses $0

Program Expenses $521,536

Other Expenses $93,996

TOTAL EXPENSES $526,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$496,525	$592,065	-0.2%
Expenses	$526,790	$431,584	+0.2%
Net Income	$-30,265	$160,481	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
KELLY TODD	DIRECTOR	Director	$0	$0	$0
SHAINA JACKSON	DIRECTOR	Director	$0	$0	$0
MIKE REED	DIRECTOR	Director	$0	$0	$0
JOE MCCURDY	TREASURER	Officer	$0	$0	$0
TARA TANNER	VICE CHAIR	Officer	$0	$0	$0
JOE ZDANKIEWICZ	CHAIR	Officer	$0	$0	$0
SAMANTHA DAHMER	SECRETARY	Officer	$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	$496,525	$526,790	$197,194	$-30,265
2023	$592,065	$431,584	$229,679	$160,481
2022	$337,871	$334,019	$69,374	$3,852
2021	$327,956	$303,724	$71,364	$24,232
2020	$313,312	$268,881	$38,453	$44,431
2019	$209,131	$210,529	$5,019	$-1,398
2018	$82,445	$88,524	$7,636	$-6,079

AMBLESIDE OF MARION NFP