THE ACORN SCHOOL ENDOWMENT INC (EIN 454157648) - 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

RICHARD A LANGE

Phone

5128226401

Tax Period

2023-09-01 to 2024-08-31

THE ACORN SCHOOL ENDOWMENT INC, founded in 2011, is a micro nonprofit in the Education sector that reported $73K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $59K, a strong 82% operating margin.

Mission

TO SUPPORT THE ACORN, A SCHOOL FOR YOUNG CHILDREN, A TEXAS NON-PROFIT CORPORATION.

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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 $0

Program Service Revenue $0

Investment Income $72,566

Other Revenue $0

TOTAL REVENUE $72,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,372

Other Expenses $13,372

TOTAL EXPENSES $13,372

Year-over-Year Comparison

	2023	2022	Change
Revenue	$72,566	$106,171	-0.3%
Expenses	$13,372	$7,066	+0.9%
Net Income	$59,194	$99,105	-0.4%

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

Governance

Voting Members

Independent Members

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
RICHARD A LANGE	PRESIDENT & TREASURER	4.00	Officer Director	$0	$0	$0
JOHN C KERR	SECRETARY	1.00	Director	$0	$0	$0
ROBERT E WEHMEYER JR	VICE PRESIDENT	1.00	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	$72,566	$13,372	$1,728,357	$59,194
2023	$106,171	$7,066	$1,668,854	$99,105
2022	$350,833	$9,009	$1,441,167	$341,824
2021	$23,815	$6,048	$1,057,428	$17,767
2020	$71,653	$7,501	$1,050,046	$64,152

THE ACORN SCHOOL ENDOWMENT INC