AMBLESIDE SCHOOL OF WACO (EIN 931794532) - 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

2023

Legal Domicile

Principal Officer

LEAH CALDWELL

Phone

2543049302

Tax Period

2024-07-01 to 2025-06-30

AMBLESIDE SCHOOL OF WACO, founded in 2023, is a small nonprofit in the Education sector that reported $273K in total revenue in fiscal year 2024. Revenue surged 1142% from the prior year, signaling strong growth momentum. Expenses of $241K left a modest 12% surplus.

Mission

IT IS THE MISSION OF AMBLESIDE SCHOOL OF WACO TO LEAD STUDENTS INTO DEEPER RELATIONSHIP TO GOD, SELF, OTHERS, IDEAS, WORK, AND ALL OF CREATION THROUGH AN EVER-INCREASING KNOWLEDGE OF, TRUST IN, AND COMMITMENT TO THE AMBLESIDE METHOD AND THE EDUCATIONAL PHILOSOPHY OF CHARLOTTE MASON.

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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 $85,965

Program Service Revenue $186,766

Investment Income $14

Other Revenue $0

TOTAL REVENUE $272,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $157,665

Fundraising Expenses $0

Program Expenses $182,322

Other Expenses $83,200

TOTAL EXPENSES $240,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$272,745	$21,968	+11.4%
Expenses	$240,865	$11,212	+20.5%
Net Income	$31,880	$10,756	+2.0%

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

$39,250

Total Directors

$39,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN PERRY	CHAIRMAN	40.00	Officer Director	$25,500	$0	$25,500
LEAH CALDWELL	SECRETARY	40.00	Officer Director	$13,750	$0	$13,750
LISA OSBORN	TREASURER	1.00	Officer Director	$0	$0	$0
JIMI BERNARD	DIRECTOR	1.00	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	$272,745	$240,865	$64,612	$31,880

AMBLESIDE SCHOOL OF WACO