AACORN FARM INC (EIN 452576096) - 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

LIZ FARNER

Phone

2693480985

Tax Period

2023-01-01 to 2023-12-31

AACORN FARM INC, founded in 2011, is a small nonprofit in the Human Services sector that reported $570K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $172K, a strong 30% operating margin.

Mission

THE MISSION OF AACORN IS TO PROVIDE LIFE ENRICHMENT OPPORTUNITIES AND RESIDENTIAL OPTIONS FOR ADULTS WITH DEVELOPMENTAL DISABILITIES IN A SUPPORTIVE INCLUSIVE COMMUNITY. AACORN ENVISIONS ADULTS WITH DEVELOPMENTAL DISABILITIES EMBRACED AS VALUED MEMBERS OF A DIVERSELY-ABLED COMMUNITY WHILE EXPERIENCING SUCCESS THROUGH INNOVATIVE APPROACHES TO LEARNING AND LIVING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $451,125

Program Service Revenue $92,834

Investment Income $1,728

Other Revenue $24,688

TOTAL REVENUE $570,375

Expense Breakdown

Grants Paid $70,743

Salaries & Benefits $211,626

Fundraising Expenses $233

Program Expenses $344,604

Other Expenses $115,814

TOTAL EXPENSES $398,183

Year-over-Year Comparison

	2023	2022	Change
Revenue	$570,375	$407,510	+0.4%
Expenses	$398,183	$393,002	+0.0%
Net Income	$172,192	$14,508	+10.9%

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

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

$48,268

Total Directors

$16,392

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY SEMARK	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LIZ FARNER	PRESIDENT/INTERIM ED	2.00	Officer Director	$16,392	$0	$16,392
JOHN BEST	DIRECTOR	2.00	Director	$0	$0	$0
HILARY DOLBEE	TREASURER	2.00	Officer Director	$0	$0	$0
MICHELLE BOSCH	DIRECTOR	2.00	Director	$0	$0	$0
FRANCIS CIRVENCIC	DIRECTOR	2.00	Director	$0	$0	$0
JEANNE TROMPETER	DIRECTOR	2.00	Director	$0	$0	$0
ANDY ROBINS	SECRETARY	2.00	Officer Director	$0	$0	$0
ERIC BIRKO	EXECUTIVE DIRECTOR (PARTIAL YR)	40.00	Officer	$31,876	$0	$31,876

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	No data	No data	No data	No data
2023	$570,375	$398,183	$808,322	$172,192
2022	$407,510	$393,002	$744,108	$14,508
2021	$413,436	$382,603	$729,219	$30,833
2020	$465,256	$216,519	$699,500	$248,737
2019	$258,303	$237,625	$454,254	$20,678
2018	$371,738	$216,980	$434,201	$154,758

AACORN FARM INC