ACTON ACADEMY OSHKOSH INC (EIN 844508001) - 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

2020

Legal Domicile

Principal Officer

CAREY SHARPE

Phone

9202678901

Tax Period

2023-07-01 to 2024-06-30

ACTON ACADEMY OSHKOSH INC, founded in 2020, is a small nonprofit in the Education sector that reported $419K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $401K left a modest 4% surplus.

Mission

THE PURPOSE OF THE CORPORATION SHALL BE TO SUPPORT A PRIVATE SCHOOL FOR STUDENTS ATTENDING THE ACTON ACADEMY OSHKOSH, INC. ACTON ACADEMY OSHKOSH'S MISSION IS TO INSPIRE EACH PERSON WHO ENTERS OUR DOORS TO FIND A CALLING THAT WILL CHANGE THE WORLD.

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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 $110,000

Program Service Revenue $309,033

Investment Income $0

Other Revenue $0

TOTAL REVENUE $419,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $232,704

Fundraising Expenses $0

Program Expenses $315,541

Other Expenses $167,840

TOTAL EXPENSES $400,544

Year-over-Year Comparison

	2023	2022	Change
Revenue	$419,033	$349,188	+0.2%
Expenses	$400,544	$353,316	+0.1%
Net Income	$18,489	$-4,128	-5.5%

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

$65,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAREY SHARPE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNA GOLEM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JANE JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
SHARON CHMURA-MOORE	DIRECTOR	40.00	Officer	$65,500	$0	$65,500

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	No data	No data	No data	No data
2024	$419,033	$400,544	$32,447	$18,489
2023	$349,188	$353,316	$13,958	$-4,128
2022	$327,004	$362,798	$18,086	$-35,794
2021	$315,205	$261,325	$53,880	$53,880

ACTON ACADEMY OSHKOSH INC