Acorns to Oaks Foundation Inc (EIN 452043255) - 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

2011

Legal Domicile

Principal Officer

Mandi Gibson

Phone

4048027800

Tax Period

2024-08-01 to 2025-07-31

Acorns to Oaks Foundation Inc, founded in 2011, is a small nonprofit in the Unknown sector that reported $174K in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $150K left a modest 14% surplus.

Mission

Committed to the support of the Garden Hills Elementary School in its pursuit of excellence in education. The Foundation is dedicated to actively enhancing public education by stimulating academic achievement.

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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 $42,545

Program Service Revenue $58,316

Investment Income $3,103

Other Revenue $70,000

TOTAL REVENUE $173,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $395

Program Expenses $143,351

Other Expenses $149,777

TOTAL EXPENSES $149,777

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,964	$307,616	-0.4%
Expenses	$149,777	$192,171	-0.2%
Net Income	$24,187	$115,445	-0.8%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mandi Gibson	President	008.00	Officer	$0	$0	$0
Allie Crouch	Vice Presient/Corp Sponsorships	005.00	Officer	$0	$0	$0
Colleen Hogan	Secretary	003.00	Officer	$0	$0	$0
Bryant Bilal	Treasurer	005.00	Officer	$0	$0	$0
Andrew Munro	Field	005.00	Officer	$0	$0	$0
Jen Ritorto	EITG	005.00	Officer	$0	$0	$0
Hollis Wright	100 Days of Giving	005.00	Officer	$0	$0	$0
Abbie Shepherd	Capital Campaign, Chair	003.00	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
2025	$173,964	$149,777	$772,467	$24,187
2024	$307,616	$192,171	$748,280	$115,445
2023	$147,412	$110,565	$632,835	$36,847
2022	$160,487	$57,193	$595,248	$103,294
2022	$160,487	$57,193	$595,248	$103,294
2021	$105,064	$130,188	$491,954	$-25,124
2020	$320,858	$307,650	$517,818	$13,208
2019	$590,919	$363,746	$503,870	$227,173

Acorns to Oaks Foundation Inc