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)

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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 empowers high school and college students by facilitating their development as master learners who carry out their life vision on a path of continued growth.

Program Service Accomplishments

Program 1
Expenses: $4,411 Revenue: $4,110

Achieving Academic Success facilitated one event in partnership with the University of Indianapolis between October 2024 and September 2025. An Academic Success course for students in academic...

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Achieving Academic Success facilitated one event in partnership with the University of Indianapolis between October 2024 and September 2025. An Academic Success course for students in academic trouble at the University had 10 participants; 8 of them completed the course, with all earning a B or higher. These students earned 2 college credits and were able to continue their education at the University.

Program 2
Expenses: $752 Revenue: $6,248

Achieving Academic Success supported the Virginia State University in facilitating an academic retention course for 50 students. The course utilized faculty and peer coaches, and saw broad success...

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Achieving Academic Success supported the Virginia State University in facilitating an academic retention course for 50 students. The course utilized faculty and peer coaches, and saw broad success for students. Achieving Academic Success not have data for the outcomes for the participants. The coach from Achieving Academic Success donated their services for this event.

Program 3
Expenses: $502 Revenue: $-502

Achieving Academic Success is investing in the development of a website and other tools that will support our programming efforts by describing our programs, hosting course registration, and creating...

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Achieving Academic Success is investing in the development of a website and other tools that will support our programming efforts by describing our programs, hosting course registration, and creating the learning space where participants can access resources and participate in synchronous learning sessions.

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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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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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