ASSETS SCHOOL (EIN 996001152) - 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

1955

Legal Domicile

Principal Officer

RYAN MASA

Phone

8084403616

Tax Period

2024-07-01 to 2025-06-30

ASSETS SCHOOL, founded in 1955, is a mid-sized nonprofit in the Education sector that reported $11.5M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.4M, a strong 21% operating margin.

Mission

IS TO SERVE GIFTED AND CAPABLE STUDENTS, SPECIALIZING IN THOSE WITH DYSLEXIA AND OTHER LANGUAGE-BASED LEARNING DIFFERENCES. WE PROVIDE A STRENGTH-BASED PROGRAM, COMPLEMENTED BY OUTREACH AND TRAINING, THAT EMPOWERS STUDENTS TO BECOME EFFECTIVE LEARNERS AND CONFIDENT SELF-ADVOCATES.

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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 $2,580,506

Program Service Revenue $8,020,843

Investment Income $794,902

Other Revenue $81,504

TOTAL REVENUE $11,477,755

Expense Breakdown

Grants Paid $1,061,532

Salaries & Benefits $5,972,282

Fundraising Expenses $372,993

Program Expenses $7,149,173

Other Expenses $2,067,058

TOTAL EXPENSES $9,100,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,477,755	$9,897,948	+0.2%
Expenses	$9,100,872	$9,152,523	0.0%
Net Income	$2,376,883	$745,425	+2.2%

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

133

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

$225,464

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTI L MAYNARD	CHAIRMAN OF BOARD	3.00	Officer Director	$0	$0	$0
SUZY HOLLINGER	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
KENT R LAU	SECRETARY	2.00	Officer Director	$0	$0	$0
JOANN LUMSDEN	TREASURER	2.00	Officer Director	$0	$0	$0
PETER BACKUS	TRUSTEE	2.00	Director	$0	$0	$0
DARREN B GUENTHER	TRUSTEE	2.00	Director	$0	$0	$0
GARY G HOGAN	TRUSTEE	2.00	Director	$0	$0	$0
RUSSEL J LAU	TRUSTEE	2.00	Director	$0	$0	$0
JOHN F MORTON	TRUSTEE	2.00	Director	$0	$0	$0
MCD PHILPOTTS	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS PICCIONE	TRUSTEE	2.00	Director	$0	$0	$0
GREGORY M SATO JD	TRUSTEE	2.00	Director	$0	$0	$0
LYLE TAMAGAWA	TRUSTEE	2.00	Director	$0	$0	$0
TONY S VERICELLA	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT W WO	TRUSTEE	2.00	Director	$0	$0	$0
RYAN MASA	HEAD OF SCHOOL	40.00	Officer	$217,773	$7,691	$225,464

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	$11,477,755	$9,100,872	$37,177,583	$2,376,883
2024	No data	No data	No data	No data
2023	$11,196,634	$9,260,506	$32,689,572	$1,936,128
2022	$10,763,009	$8,955,995	$30,415,828	$1,807,014
2021	$10,858,240	$8,607,124	$29,350,739	$2,251,116
2020	$9,309,033	$9,590,697	$27,664,526	$-281,664
2019	$9,815,132	$9,528,089	$27,117,889	$287,043
2018	$10,233,673	$9,110,145	$27,102,504	$1,123,528

ASSETS SCHOOL