SAINT AMBROSE ACADEMY (EIN 831818332) - 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

ANNA UTLEY

Phone

5857509821

Tax Period

2024-06-01 to 2025-05-31

SAINT AMBROSE ACADEMY, founded in 2018, is a small nonprofit in the Education sector that reported $369K in total revenue in fiscal year 2024. Expenses of $343K left a modest 7% surplus.

Mission

SAINT AMBROSE ACADEMY EXISTS TO SUPPORT HOMESCHOOLING FAMILIES IN THE ENDEAVOR OF EDUCATING THEIR CHILDREN AND TO PROVIDE A COMMUNITY WHERE FAMILIES CAN SHARE TWO COMMON LOVES: LOVE OF THE CATHOLIC FAITH AND LOVE OF FAMILY. THE HYBRID HOMESCHOOLING SYSTEM OFFERED BY SAA MAXIMIZES THE TIME THE FAMILY CAN SPEND TOGETHER AS WELL AS THE ADDED BENEFITS OF COMMUNITY LIFE THAT A SCHOOL SETTING OFFERS. SAA PLANS TO EXPAND ANNUALLY TO ACCOMMODATE HOMESCHOOLING STUDENTS AND ULTIMATELY OFFER ALL GRADES FROM PRE-K THROUGH 12TH GRADE.

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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 $10,210

Program Service Revenue $359,176

Investment Income $0

Other Revenue $0

TOTAL REVENUE $369,386

Expense Breakdown

Grants Paid $0

Salaries & Benefits $298,657

Fundraising Expenses $1,125

Program Expenses $332,987

Other Expenses $44,449

TOTAL EXPENSES $343,106

Year-over-Year Comparison

	2024	2023	Change
Revenue	$369,386	N/A	N/A
Expenses	$343,106	N/A	N/A
Net Income	$26,280	$0	N/A

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

100

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

$45,000

Total Directors

$69,075

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
UTELY ANNA	PRESIDENT AND TREASURER	40.00	Officer Director	$45,000	$0	$45,000
PAUL ERICA	VICE PRESIDENT AND SECRETA	30.00	Director	$24,075	$0	$24,075
FREEDY REV JOSEPH	DIRECTOR	0.50	Director	$0	$0	$0
HUMPHREY AARON	DIRECTOR	0.50	Director	$0	$0	$0
SPARACINO REV THOMAS	DIRECTOR	0.50	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	$369,386	$343,106	$174,659	$26,280
2024	$447,828	$382,168	$148,379	$65,660
2023	$319,506	$313,113	$83,227	$6,393
2022	$248,402	$205,069	$76,326	$43,333

SAINT AMBROSE ACADEMY