ACTON ACADEMY SAN DIEGO EAST (EIN 843852627) - 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

2019

Legal Domicile

Principal Officer

Mandy Callister

Phone

6197095656

Tax Period

2024-08-01 to 2025-07-31

ACTON ACADEMY SAN DIEGO EAST, founded in 2019, is a small nonprofit in the Education sector that reported $731K in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 16% operating margin.

Mission

Provide educational programs and transformative learning experiences to elementary, middle school, and high school aged children.

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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 $0

Program Service Revenue $730,707

Investment Income $0

Other Revenue $0

TOTAL REVENUE $730,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $398,370

Fundraising Expenses $0

Program Expenses $568,129

Other Expenses $215,332

TOTAL EXPENSES $613,702

Year-over-Year Comparison

	2024	2023	Change
Revenue	$730,707	$455,592	+0.6%
Expenses	$613,702	$398,059	+0.5%
Net Income	$117,005	$57,533	+1.0%

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

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

$22,819

Total Directors

$22,819

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mandy Callister	Director, CEO, President	40	Officer Director	$22,819	$0	$22,819
Jeremy Callister	Director, CFO, Secretary	4	Officer Director	$0	$0	$0
Jeneatte Hixson	Director	1	Director	$0	$0	$0
Terri Lamp	Director	1	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
2025	$730,707	$613,702	$248,719	$117,005
2024	$455,592	$398,059	$131,683	$57,533
2023	$400,600	$404,211	$75,906	$-3,611
2022	$350,260	$275,710	$88,754	$74,550

ACTON ACADEMY SAN DIEGO EAST