ACRES PROJECT (EIN 471371290) - 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

2014

Legal Domicile

Principal Officer

BELLAMARIE BREGAR

Phone

8147771336

Tax Period

2024-09-01 to 2025-08-31

ACRES PROJECT, founded in 2014, is a small nonprofit in the Mental Health sector that reported $819K in total revenue in fiscal year 2024. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $331K, a strong 40% operating margin.

Mission

TO PROVIDE A RESIDENTIAL AND DAY COMMUNITY IN A FAMILY ENVIRONMENT DESIGNED TO FOSTER INDEPENDENCE, SELF-ADVOCACY, SOCIAL OPPORTUNITIES, AND WORK/LIFE SKILLS FOR ADULTS WITH AUTISM.

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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 $621,542

Program Service Revenue $187,609

Investment Income $0

Other Revenue $9,750

TOTAL REVENUE $818,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $221,734

Fundraising Expenses $0

Program Expenses $479,787

Other Expenses $265,777

TOTAL EXPENSES $487,511

Year-over-Year Comparison

	2024	2023	Change
Revenue	$818,901	$450,393	+0.8%
Expenses	$487,511	$362,277	+0.3%
Net Income	$331,390	$88,116	+2.8%

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

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
ANN PENO	BOARD MEMBER	2.00	Director	$0	$0	$0
KARLA ARMADEREZ	BOARD MEMBER	2.00	Director	$0	$0	$0
FRANK PENO	BOARD MEMBER	2.00	Director	$0	$0	$0
DEREK CANOVA	PRESIDENT	2.00	Officer	$0	$0	$0
LEN KOWALSKI	TREASURER	2.00	Officer	$0	$0	$0
BELLAMARIE LUDWIG	SECRETARY	2.00	Officer	$0	$0	$0
BELLAMARIE BREGAR	EXECUTIVE DIRECTOR	10.00	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	$818,901	$487,511	$968,758	$331,390
2023	$257,713	$234,429	$109,381	$23,284
2022	$128,384	$145,535	$86,097	$-17,151
2022	$128,384	$145,535	$49,180	$-17,151
2021	$171,139	$179,000	$66,331	$-7,861
2020	$133,377	$142,116	$74,192	$-8,739
2019	$142,501	$171,893	$82,931	$-29,392

ACRES PROJECT