LITTLE ACORN REAL ESTATE (EIN 854113201) - 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

JARED TAILLEFER

Phone

5012587831

Tax Period

2022-07-01 to 2023-06-30

LITTLE ACORN REAL ESTATE, founded in 2020, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2022. Revenue surged 2298% from the prior year, signaling strong growth momentum.

Mission

THE ORGANIZATION WAS ESTABLISHED TO SUPPORT GREAT OAKS LEGACY CHARTER SCHOOL-A NEWARK, NEW JERSEY CHARTER SCHOOL. THE SUPPORT INCLUDES DEVELOPING AND OPERATING AFFORDABLE SCHOOL FACILITIES FOR THE CHARTER SCHOOL.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $11,375

Other Revenue $1,591,773

TOTAL REVENUE $1,603,148

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,684,855

Other Expenses $1,707,316

TOTAL EXPENSES $1,707,316

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,603,148	$66,860	+23.0%
Expenses	$1,707,316	$849,568	+1.0%
Net Income	$-104,168	$-782,708	-0.9%

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
MARGOT DIRKS	PRESIDENT	2.00	Director	$0	$0	$0
CYNTHIA WATSON	BOARD TREASURER	2.00	Director	$0	$0	$0
JARED TAILLEFER	BOARD MEMBER	2.00	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,603,148	$1,707,316	$36,250,154	$-104,168
2023	No data	No data	No data	No data
2022	$66,860	$849,568	$16,637,793	$-782,708

LITTLE ACORN REAL ESTATE