Ambleside Preparatory Academy (EIN 990565258) - 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

2024

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

Ambleside Preparatory Academy, founded in 2024, is a small nonprofit in the Education sector that reported $741K in total revenue in fiscal year 2024. The organization ran a surplus of $218K, a strong 29% operating margin.

Mission

Offer education opportunities to youth.

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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 $18,768

Program Service Revenue $719,321

Investment Income $2,912

Other Revenue $0

TOTAL REVENUE $741,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $396,605

Fundraising Expenses $4,198

Program Expenses $431,942

Other Expenses $126,037

TOTAL EXPENSES $522,642

Year-over-Year Comparison

	2024	2023	Change
Revenue	$741,001	N/A	N/A
Expenses	$522,642	N/A	N/A
Net Income	$218,359	N/A	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

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

$114,700

Total Directors

$114,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joanna Pike	PresidentHead of School	60.00	Officer Director	$76,000	$0	$76,000
Dian Pike	Secretary	30.00	Officer Director	$25,800	$0	$25,800
Jacquelyn Griffin	Treasurer	15.00	Officer Director	$12,900	$0	$12,900
Pam Mozingo	Board member	1.00	Director	$0	$0	$0
David Bishop	Board member	1.00	Director	$0	$0	$0
Nancy Smith	Board member	1.00	Director	$0	$0	$0
Jamie Mansfield	Board member	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	$741,001	$522,642	$240,559	$218,359

Ambleside Preparatory Academy