ACTON SCHOOL OF BUSINESS (EIN 203185510) - 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

2005

Legal Domicile

Principal Officer

JEFF D SANDEFER

Phone

5127734543

Tax Period

2024-01-01 to 2024-12-31

ACTON SCHOOL OF BUSINESS, founded in 2005, is a mid-sized nonprofit in the Education sector that reported $18.1M in total revenue in fiscal year 2024. Revenue surged 374% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17.1M, a strong 95% operating margin.

Mission

PRESENTS FORMAL INSTRUCTION THROUGH AN AWARD WINNING, FORMALLY STRUCTURED SERIES OF LEARNING CHALLENGES, SOCRATIC DISCUSSIONS AND HANDS-ON, REAL-WORLD PROJECTS TO REGULARLY ENROLLED STUDENTS THROUGH A REGULAR FACULTY AND A LEARNER-DRIVEN APPROACH TIED TO DEFINED LEARNING OUTCOMES THAT MAP TO TRADITIONAL SYLLABI AND TRANSCRIPTS.

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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 $3,114,906

Program Service Revenue $12,500

Investment Income $14,985,585

Other Revenue $2,375

TOTAL REVENUE $18,115,366

Expense Breakdown

Grants Paid $205,366

Salaries & Benefits $0

Fundraising Expenses $490

Program Expenses $892,206

Other Expenses $783,440

TOTAL EXPENSES $988,806

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,115,366	$3,823,480	+3.7%
Expenses	$988,806	$555,139	+0.8%
Net Income	$17,126,560	$3,268,341	+4.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF D SANDEFER	PRESIDENT / TREASURER	3.00	Officer Director	$0	$0	$0
JOHN LAWSON	SECRETARY	0.10	Officer Director	$0	$0	$0
JUAN BONIFASI	TRUSTEE	0.10	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
2024	$18,115,366	$988,806	$96,784,186	$17,126,560
2023	$3,823,480	$555,139	$79,464,064	$3,268,341
2022	$7,519,436	$721,601	$69,094,255	$6,797,835
2021	$3,606,580	$490,925	$62,723,435	$3,115,655
2020	$6,156,775	$1,026,968	$61,500,333	$5,129,807
2019	$5,249,807	$1,861,092	$50,439,002	$3,388,715
2018	$5,490,431	$1,550,700	$46,748,591	$3,939,731
2017	$3,476,290	$1,422,351	$42,867,871	$2,053,939

ACTON SCHOOL OF BUSINESS