ACHIEVING ACADEMIC SUCCESS

EIN: 863202049 501(c)(3) Education

Evergreen, CO

Total Revenue
$23,278
Total Expenses
$17,346
Total Assets
$17,000
Net Assets
$16,633
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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
2021
Legal Domicile
CO
Principal Officer
Ingrid Ulbrich
Phone
6179708020
Tax Period
2024-10-01 to 2025-09-30

ACHIEVING ACADEMIC SUCCESS, founded in 2021, is a micro nonprofit in the Education sector that reported $23K in total revenue in fiscal year 2024. The organization ran a surplus of $6K, a strong 25% operating margin.

Mission

Achieving Academic Success (AAS) transforms learners by empowering them for success in school & life. It elevates how they value education, challenges them to perform outside their comfort zone, lets them reframe their personal story into a new narrative, delivers strategies for learning, overcoming obstacles, & continued growth. AAS prepares students for success in high school & college by strengthening academic skills & mindsets. By learning how to learn, students boost academic & personal performance, explore values & identities to create life visions, & appreciate challenge. We work with students early in their academic careers to increase high school graduation, college enrollment, & college graduation rates by bringing a proven curriculum from college to high school, especially for underserved students.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,680
Program Service Revenue $15,515
Investment Income $83
Other Revenue $0
TOTAL REVENUE $23,278

Expense Breakdown

Grants Paid $0
Salaries & Benefits $11,572
Fundraising Expenses $2,058
Program Expenses $5,665
Other Expenses $5,774
TOTAL EXPENSES $17,346

Year-over-Year Comparison

2024 2023 Change
Revenue $23,278 $22,822 +0.0%
Expenses $17,346 $20,589 -0.2%
Net Income $5,932 $2,233 +1.7%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
5
Employees
1
Volunteers
N/A

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
6
$9,800
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ingrid Ulbrich Executive Director 20
Officer
$9,800 $0 $9,800
Dianne Shantz Chair 1
Officer
$0 $0 $0
Wade Ellis Jr Treasurer 1
Officer
$0 $0 $0
Charles Clark III Recorder 1
Officer
$0 $0 $0
Oliver Tillman Member at Large 1
Officer
$0 $0 $0
Hiba Belkacemi Member at Large 1
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
2025 $23,278 $17,346 $17,000 $5,932
2024 $22,822 $20,589 $10,776 $2,233
2023 $28,930 $32,948 $8,853 $-4,018
2022 $43,252 $42,042 $12,766 $1,210
2021 $33,386 $23,806 $11,276 $9,580
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