Acorn2Oaks Inc (EIN 260289344) - 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

2007

Legal Domicile

Phone

7244525814

Tax Period

2024-01-01 to 2024-12-31

Acorn2Oaks Inc, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $153K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $140K left a modest 9% surplus.

Mission

A MINISTY AND MENTORING PROGRAM HAS BEEN ESTABLISHED BY THE PRESIDENT OF THE ORGANIZATION ON THE GROUND IN THAILAND. CHILDREN AND HIV INVECTED FAMILIES ARE CURRENTLY BEING SUPPORTED AND MENTORED.

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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 $153,447

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $153,447

Expense Breakdown

Grants Paid $128,801

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,774

Other Expenses $10,973

TOTAL EXPENSES $139,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$153,447	$129,482	+0.2%
Expenses	$139,774	$96,923	+0.4%
Net Income	$13,673	$32,559	-0.6%

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	Role	Reportable Comp	Other Comp	Total
MELISSA ANTOLEC	BOARD MEMBER	Director	$0	$0	$0
MARY CAY BURT	BOARD MEMBER	Director	$0	$0	$0
DAVID GIULIANI	BOARD MEMBER	Director	$0	$0	$0
DAWN HOOGERBRUGGE	BOARD MEMBER	Director	$0	$0	$0
AUDREY LANE	BOARD MEMBER	Director	$0	$0	$0
DOUGLAS LANE	BOARD MEMBER	Director	$0	$0	$0
A W ANTOLEC	PRESIDENT	Officer	$0	$0	$0
KAREN WRIGHT	TREASURER	Officer	$0	$0	$0
SUSAN DENNIS ANTOLEC	VICE PRESIDENT	Officer	$0	$0	$0
PATRICIA GIULIANI	SECRETARY	Officer	$0	$0	$0
JOHN HOOGERBRUGGE	BOARD CHAIRMAN	Officer	$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	$153,447	$139,774	$129,424	$13,673
2023	$129,482	$96,922	$119,395	$32,560
2022	$113,109	$100,996	$90,521	$12,113
2021	$566,501	$540,758	$82,014	$25,743
2020	$251,115	$231,054	$59,800	$20,061

Acorn2Oaks Inc