ACERA SCHOOL INC

EIN: 320303877 501(c)(3) Education

WINCHESTER, MA

Total Revenue
$7,413,626
Total Expenses
$6,401,141
Total Assets
$13,563,683
Net Assets
$7,734,363
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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
2010
Legal Domicile
MA
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 SCHOOLS, INC. (THE "SCHOOL") PROVIDES EDUCATIONAL PROGRAMS FOR GIFTED AND TALENTED STUDENTS K THROUGH 9TH GRADE. THE SCHOOL PROVIDES STUDENTS WITH UNBOUNDED ACCESS TO LEARNING, OFFERING ACCELERATED STUDENTS OPPORTUNITIES ACCORDING TO THEIR ABILITY NOT AGE. THE COMMUNITY OF THE SCHOOL LEARNS, DISCOVERS, AND EXPLORES AT A PACE APPROPRIATE TO EACH CHILD'S UNIQUE MOTIVATION AND POTENTIAL. THE SCHOOL FOCUSES ON DEVELOPING THE WHOLE CHILD, THROUGH PATHWAYS OF SCIENCE, CREATIVITY, AND LEADERSHIP. BY FOSTERING THE CHARACTER, KNOWLEDGE, AND TALENTS OF HIGH ABILITY STUDENTS, THE SCHOOL ACTIVATES THINKERS AND INNOVATORS CAPABLE OF LEADING POSITIVE CHANGE.

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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%)

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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
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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

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Governance

Voting Members
8
Independent Members
7
Employees
92
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
3
$149,847
Total Directors
8
$13,462
Key Employees
0
$0
Highest Compensated
5
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
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