ACI FOUNDATION (EIN 382986800) - 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

1990

Legal Domicile

Principal Officer

ANN MASEK

Phone

2488483778

Tax Period

2024-01-01 to 2024-12-31

ACI FOUNDATION, founded in 1990, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2024. The organization ran a surplus of $540K, a strong 16% operating margin.

Mission

TO RECEIVE, ADMINISTER, AND EXPEND FUNDS FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CHARITABLE PURPOSES.

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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 $2,407,683

Program Service Revenue $827,903

Investment Income $68,642

Other Revenue $0

TOTAL REVENUE $3,304,228

Expense Breakdown

Grants Paid $888,285

Salaries & Benefits $707,764

Fundraising Expenses $231,546

Program Expenses $2,057,806

Other Expenses $1,168,653

TOTAL EXPENSES $2,764,702

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,304,228	$3,124,495	+0.1%
Expenses	$2,764,702	$2,815,808	0.0%
Net Income	$539,526	$308,687	+0.7%

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

$917,456

Total Directors

$420,950

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERICK H GRUBBE	TRUSTEE	1.00	Officer Director	$0	$31,088	$420,950
JEFFREY COLEMAN	CHAIR	1.00	Officer Director	$0	$0	$0
KHALED AWAD	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT FROSCH	TRUSTEE	1.00	Director	$0	$0	$0
MARIA JUENGER	TRUSTEE	1.00	Director	$0	$0	$0
KEITH KESNER	TRUSTEE	1.00	Director	$0	$0	$0
BRETT MCMAHON	TRUSTEE	1.00	Director	$0	$0	$0
DAVID LANGE	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
DONNA HALSTEAD	TREASURER	1.00	Officer	$0	$52,197	$291,471
ANN MASEK	EXECUTIVE DIRECTOR/SECRETA	40.00	Officer	$0	$32,665	$205,035

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	$3,304,228	$2,764,702	$5,848,051	$539,526
2023	$3,124,495	$2,815,808	$5,382,243	$308,687
2022	$2,102,534	$1,675,760	$4,492,201	$426,774
2021	$2,142,481	$1,177,302	$4,376,096	$965,179
2020	$1,965,882	$1,210,795	$3,568,545	$755,087
2019	$1,630,375	$1,321,318	$2,775,574	$309,057
2018	$1,862,930	$1,116,454	$2,516,816	$746,476

ACI FOUNDATION