ACACIA ELEMENTARY SCHOOL FOUNDATION

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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

Phone

7144477700

Tax Period

2023-07-01 to 2024-06-30

ACACIA ELEMENTARY SCHOOL FOUNDATION, founded in 2011, is a small nonprofit in the Education sector that reported $157K in total revenue in fiscal year 2023. The organization ran a surplus of $37K, a strong 24% operating margin.

Mission

TO RAISE FUNDS TO ENHANCE THE EDUCATION ENRICHMENT AND TECHNOLOGY PROGRAMS AT ACACIA ELEMENTARY SCHOOL, A PUBLIC SCHOOL LOCATED IN THE FULLERTON SCHOOL DISTRICT, FULLERTON, CA.

Program Service Accomplishments

Program 1

Expenses: $30,000

SUPPORT FOR THE PHYSICAL EDUCATION (PE) PROGRAM: TEACHERS USE THE TIME THAT THEIR CLASS GOES TO PE TO MEET IN GRADE LEVEL PROFESSIONAL LEARNING COMMUNITIES TO MONITOR STUDENT LEARNING AND CONTINUE TO...

Program 2

Expenses: $22,000

SUPPORT FOR TEACHER INSTRUCTIONAL MATERIALS.

Program 3

Expenses: $34,195

APP LICENSES FOR STUDENT IPADS. WITH THE HELP OF THE FOUNDATION THE STUDENTS HAVE ACCESS TO OVER 5 APPS USED ON A REGULAR BASIS THAT WOULD NOT OTHERWISE BE AVAILABLE.

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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 $190,416

Program Service Revenue $0

Investment Income $0

Other Revenue $-33,736

TOTAL REVENUE $156,680

Expense Breakdown

Grants Paid $115,872

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,355

Other Expenses $3,483

TOTAL EXPENSES $119,355

Year-over-Year Comparison

	2023	2022	Change
Revenue	$156,680	$152,931	+0.0%
Expenses	$119,355	$152,418	-0.2%
Net Income	$37,325	$513	+71.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTINA MORRISSEY	PRESIDENT	5.00	Director	$0	$0	$0
MERILEE LANGDON	TREASURER	3.00	Director	$0	$0	$0
KARI EHMER	SECRETARY	3.00	Director	$0	$0	$0
TERRIE YUNG	FIN. SECRETARY	3.00	Director	$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
2024	$156,680	$119,355	$50,936	$37,325