Education
(B24Z)
IRS Verified
DX Registered
990 on File
ANCONA SCHOOL SOCIETY
Financial strength (30%)
81/100
Reliability (20%)
55/100
Effectiveness (25%)
93/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Mission Statement
Ancona educates students to become creative problem solvers, confident risk takers and independent, lifelong learners. Rooted in the Montessori tradition, our child-centered school stimulates the joy of learning and builds a strong academic foundation. We inspire children to nourish their inner lives, find the power in their own voices and strive for justice and peace. In a community of cultural and economic diversity, Ancona cultivates understanding, care and respect for others.
Financial Overview — FY 2025
$8.0M
Total Revenue
$7.4M
Total Expenses
$6.3M
Net Assets
98
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
80.8%
Fundraising Efficiency
1006.0%
Operating Reserve
10.13x
Liability-to-Asset
26.5%
Revenue Diversification
78.1%
Executive Compensation
$167K
Compared with Peers
FY 2025
Compared with 5,421 similar organizations
(United States, Education, $1M–$10M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
80.8% | 84.2% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
12.5% | 12.9% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
6.8% | 0.0% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
1006.0% | 60.7% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
10.1 mo | 9.0 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
26.5% | 21.7% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
78.1% | 89.4% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
20.7% | 5.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
6.6% | 6.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
7.5% | 3.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $8.0M | $7.4M | $6.3M | 80.8% | 98 |
| 2024 | $6.7M | $7.0M | $5.2M | 79.0% | 102 |
| 2023 | $6.1M | $6.9M | $5.1M | 78.9% | 98 |
| 2022 | $7.0M | $6.6M | $5.7M | 78.3% | 102 |
| 2021 | $5.9M | $6.2M | N/A | — | 89 |
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