Achieving Academic Success EIN 86-3202049 Form 990 (PDF) Claim this org

Achieving Academic Success

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Empowers students with skills and mindsets for academic and life success. For fiscal year 2025 it reported $23K in revenue, $17K in expenses, and $17K in net assets.Pt I

Type
Public charity (501(c)(3)) · Education
Location
Evergreen, CO
Website
www.achievingacademicsuccess.org
Filings
5 on file (2021–2025)
Revenue
$23KFY2025
Expenses
$17K
Net assets
$17K
People
6
Filings
5
Updates
0
More identity details & actions ⌄
EIN  86-3202049 Public charity (501(c)(3)) Evergreen, CO
Form 990 (PDF)
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Size
<$100K
What they do
Empowers students with skills and mindsets for academic and life success.
Leadership
Ingrid Ulbrich · Executive Director · $10K
Money in and out
$23K revenue, $17K expenses
Bottom line
33% program efficiency
Where the money goes · FY2025
Total revenue
$23K
Pt VIII · Ln 12
Total expenses
$17K
Pt IX · Ln 25
Net assets
$17K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $6K
Where spending went · Part IX cols B–D
Program services $0.33 Management & general $0.55 Fundraising $0.12
Program efficiency
33%
of spending reaches programs▼ -3% vs prior filing year
Operating runway
10.7mo
months of highly liquid reserves at operating expense rate▲ +98% vs prior filing year
Surplus margin
+25%
revenue over expenses, this year▲ +160% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$23K
FY2025▲ +2%
Expenses
$17K
FY2025▼ -16%
Total assets
$17K
FY2025▲ +58%
Total liabilities
$367
FY2025▲ +389%
Total revenue
$23K
Pt VIII · Ln 12
Total expenses
$17K
Pt IX · Ln 25
Net assets
$17K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$6K
Total assetsPt X · Ln 16$17K
Program-expense ratioPt IX · col B33%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45
Mission & Programs · Part III

Where the work happens

3 program services account for $6K of program spending, described in the organization's own filed words · FY2024.
01

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.

$4Kprogram expense
02

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.

$752program expense
03

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.

$502program expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAchieving Academic Success
EINHdr · item D86-3202049
Principal addressHdr · item CEvergreen, CO
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCO
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B82)
Ruling yearIRS BMFNov 2011

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$9,800Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Member at Large
$0Pt VII · Sec A
Member at Large
$0Pt VII · Sec A

Ingrid Ulbrich’s $10K as Executive Director is at the 32nd percentile of top reported officer pay among 144 <$100K education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022
Ingrid Ulbrich$9,800$17,050$28,763$17,750

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$16K · 67%
Contributions & grants$8K · 33%
Program service revenue67%$16K
Contributions & grants33%$8K
Investment income$83
Total revenueLn 12$23K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.33 Management & general $0.55 Fundraising $0.12
Program services33%$6K
Management & general55%$10K
Fundraising12%$2K
Total functional expensesLn 25$17K

Balance Sheet

Part X · end of year
CashLn 1$16K
Total assetsLn 16$17K
Total liabilitiesLn 26$367
Total net assetsLn 32$17K
Months of cash on handcomputed10.7

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $16K · Operating expenses/yr $17K
10.7 months
Where the money goes
Program services
Program services $6K · Total expenses $17K
33%
Management & General
Management & general $10K · Total expenses $17K
55%
Fundraising
Fundraising $2K · Total expenses $17K
12%
Cost to raise $1
Fundraising expense (3-yr avg) $5K · Solicited contributions (3-yr avg) $8K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $8K · Total revenue $23K
33%
Government reliance
Government grants $0 · Total revenue $23K
0%
Earned-income share
Program service revenue $16K · Total revenue $23K
67%
Investment reliance
Investment income $83 · Total revenue $23K
+0.4%
Program self-sufficiency
Program service revenue $16K · Total expenses $17K
89%
Growth & trend
Revenue growth (YoY)
This year $23K · Prior year $23K
Prior-year revenue below floor — showing dollar change
Revenue CAGR
FY2020 $33K · FY2024 $23K
-9%
Net-asset trend (YoY)
End of year $17K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $23K · Expenses $17K
+25%
Liabilities-to-Assets
Total liabilities — · Total assets $17K
Net-asset ratio
Net assets $17K · Total assets $17K
98%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $17K
0%
People & payroll
Highest Reported Total Compensation
Individual Ingrid Ulbrich · Reported title Executive Director · Highest reported compensation $10K · Total expenses $17K
56%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $12K · Total expenses $17K
67%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 33%
Overhead ratio 55%
Fundraising cost ratio 27%
Revenue growth 2%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$23K revenue · viewing · ⤓ 990 PDF
FY2024$23K revenue · ⤓ 990 PDF
FY2023$29K revenue · ⤓ 990 PDF
FY2022$43K revenue · ⤓ 990 PDF
FY2021$33K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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