ACERA SCHOOL INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

HEATHER PINEDO-BURNS

Phone

7817293489

Tax Period

2024-07-01 to 2025-06-30

ACERA SCHOOL INC, founded in 2010, is a community nonprofit in the Education sector that reported $7.4M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $6.4M left a modest 14% surplus.

Mission

ACERA ENABLES GIFTED LEARNERS TO BECOME THEIR BEST SELVES, TO LEARN BASED UPON ABILITY AND INTERESTS. WE SAFEGUARD THE SPIRIT AND INNATE CURIOSITY OF EACH CHILD, IN ORDER TO DEVELOP THE NEXT GENERATION OF INNOVATORS, SCHIENTISTS, AND LEADERS FOR OUR WORLD.

Program Service Accomplishments

Program 1

Expenses: $4,637,655 Revenue: $5,683,857

DEVELOP THE NEXT GENERATION SCIENTISTS, INNOVATORS, AND LEADERSSAFEGUARD THE SPIRIT AND INNATE CURIOSITY OF EACH CHILD-FOCUS ON INQUIRY, CREATIVITY, AND COMPLEX THINKING-EMPHASIZE STEM LEARNING...

DEVELOP THE NEXT GENERATION SCIENTISTS, INNOVATORS, AND LEADERSSAFEGUARD THE SPIRIT AND INNATE CURIOSITY OF EACH CHILD-FOCUS ON INQUIRY, CREATIVITY, AND COMPLEX THINKING-EMPHASIZE STEM LEARNING AREAS, DEVELOPING NATIVE CAPACITY-CREATE EDUCATIONAL PARTNERSHIPS WITH UNIVERSITIES AND ACADEMIC INSTITUTES. FOSTER INSPIRATION AND EDUCATION IN EMERGING FIELDS-ENABLE STUDENT'S TO PURSUE THEIR PASSIONS AND TALENTS. PROVIDE A RUNWAY FOR LEARNING SO THAT STUDENTS CAN FULFILL THEIR POTENTIAL.- LEVERAGE OUR LAB SCHOOL PROGRAM AS A MODEL TO SPAWN INNOVATION IN EDUCATION.- DEVELOP CITIZENS WHO HAVE A SENSE OF RESPONSIBILTY TO MAKE A POSITIVE IMPACT IN OUR WORLD.

Program 2

Expenses: $255,154 Revenue: $39,138

ACERA EI IS THE OUTREACH DIVISION PROGRAM OF ACERA SCHOOL, INC. THE PROGRAM COLLABORATES WITH PUBLIC SCHOOL DISTRICTS TO CUSTOMIZE CURRICULUMS THAT BEST FIT INTO THEIR UNIQUE SCHOOL SETTINGS IN...

ACERA EI IS THE OUTREACH DIVISION PROGRAM OF ACERA SCHOOL, INC. THE PROGRAM COLLABORATES WITH PUBLIC SCHOOL DISTRICTS TO CUSTOMIZE CURRICULUMS THAT BEST FIT INTO THEIR UNIQUE SCHOOL SETTINGS IN EFFORTS TO CATALYZE CHANGE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,542,414

Program Service Revenue $5,722,995

Investment Income $121,792

Other Revenue $26,425

TOTAL REVENUE $7,413,626

Expense Breakdown

Grants Paid $583,794

Salaries & Benefits $4,514,247

Fundraising Expenses $127,940

Program Expenses $4,892,809

Other Expenses $1,303,100

TOTAL EXPENSES $6,401,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,413,626	$6,064,420	+0.2%
Expenses	$6,401,141	$6,161,553	+0.0%
Net Income	$1,012,485	$-97,133	-11.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

$149,847

Total Directors

$13,462

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COURTNEY DICKINSON	PRESIDENT/EXEC.DIRECTOR/DIRECTOR	40.00	Officer Director	$13,462	$0	$13,462
RICHARD MORELLO	DIRECTOR	0.50	Director	$0	$0	$0
DAVID GRAYZEL	DIRECTOR	2.00	Director	$0	$0	$0
SARAH HOLLY WHITTEMORE	CHAIR/TREASURER/DIRECTOR	2.00	Officer Director	$0	$0	$0
JANE MOULDING	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD COLVIN	DIRECTOR	0.50	Director	$0	$0	$0
DIANE ROSENBERG	DIRECTOR	0.50	Director	$0	$0	$0
NICHOLAS MORGAN	DIRECTOR (APPT. 9/25/24)	0.50	Director	$0	$0	$0
CAROLLEE FALLON	DIRECTOR OF FINANCE & HR	40.00	Officer	$119,813	$16,572	$136,385
CHRISTOPHER RAMSEY	DIRECTOR OF STRATEGIC ADV/GIVING	40.00	Highest	$144,394	$16,999	$161,393
SARAH ZUCKERMAN	DIRECTOR OF EDUCATION & INNOVATION	40.00	Highest	$139,829	$51,508	$191,337
EMILY STEFANICH	CURRICULUM COORDINATOR	40.00	Highest	$102,977	$3,089	$106,066
SARA HONEYWELL	DIRECTOR OF OPERATIONS & ADMIN	40.00	Highest	$102,620	$16,014	$118,634
JILL RUBINSTEIN	CORE CLASSROOM TEACHER	40.00	Highest	$106,565	$3,197	$109,762

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	$7,413,626	$6,401,141	$13,563,683	$1,012,485
2024	$6,064,420	$6,161,553	$12,201,924	$-97,133
2023	$6,400,224	$6,508,151	$12,322,694	$-107,927
2022	$8,777,966	$5,365,369	$12,469,255	$3,412,597
2021	$5,723,938	$4,971,486	$9,104,752	$752,452
2020	$4,687,858	$4,528,598	$6,380,328	$159,260
2019	$4,311,764	$3,737,740	$6,351,627	$574,024
2018	$3,578,609	$3,215,075	$5,460,470	$363,534