ACHIEVEMENT FOUNDATION INC (EIN 136130107) - 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

1945

Legal Domicile

Phone

5633430757

Tax Period

2024-07-01 to 2025-06-30

ACHIEVEMENT FOUNDATION INC, founded in 1945, is a small nonprofit that reported $695K in total revenue in fiscal year 2024. Revenue surged 422% from the prior year, signaling strong growth momentum. The organization ran a surplus of $399K, a strong 57% operating margin.

Mission

THE ACHIEVEMENT FOUNDATION, BY USING ITS FINANCIAL RESOURCES, DEDICATES ITSELF TO DEVELOPING A BETTER UNDERSTANDING OF THE FREE ENTERPRISE SYSTEM BY YOUNG PEOPLE. THE ACHIEVEMENT FOUNDATION MAKES GRANTS TO JUNIOR ACHIEVEMENT USA, ITS AFFILIATES AND BENEFICIARIES IN SUPPORT OF THE FOUNDATION'S MISSION; MAKES LOANS TO JUNIOR ACHIEVEMENT AREAS IN FINANCIAL NEED; AND MAKES SCHOLARSHIPS TO STUDENTS WHO HAVE COMPLETED JUNIOR ACHIEVEMENT PROGRAMS.

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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 $20,708

Program Service Revenue $0

Investment Income $674,666

Other Revenue $14

TOTAL REVENUE $695,388

Expense Breakdown

Grants Paid $224,500

Salaries & Benefits $22,124

Fundraising Expenses $0

Program Expenses $224,500

Other Expenses $50,087

TOTAL EXPENSES $296,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$695,388	$133,148	+4.2%
Expenses	$296,711	$466,231	-0.4%
Net Income	$398,677	$-333,083	-2.2%

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

$22,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM HEMAK	BOARD CHAIR	1.0	Officer Director	$0	$0	$0
R CHADWICK PAUL JR	SECRETARY	1.0	Officer Director	$0	$0	$0
TOM KUSHNER	TREASURER	1.0	Officer Director	$0	$0	$0
CATHY FRANCOMANO	BOARD MEMBER	1.0	Director	$0	$0	$0
CHRIS WHITE	BOARD MEMBER	1.0	Director	$0	$0	$0
DONNA STONE BUCHANAN	BOARD MEMBER	1.0	Director	$0	$0	$0
GINA BLAYNEY	BOARD MEMBER	1.0	Director	$0	$0	$0
JACK KOSAKOWSKI	BOARD MEMBER	1.0	Director	$0	$0	$0
JOHN CAREY	BOARD MEMBER	1.0	Director	$0	$0	$0
KURT SNYDER	Board Member	1.0	Director	$0	$0	$0
MIKE HANNIGAN JR	BOARD MEMBER	1.0	Director	$0	$0	$0
NORMAN FLEMING	BOARD MEMBER	1.0	Director	$0	$0	$0
SANDRA BEACH LIN	BOARD MEMBER	1.0	Director	$0	$0	$0
TIM GREINERT	BOARD MEMBER	1.0	Director	$0	$0	$0
PAUL BRADY	EXECUTIVE DIRECTOR	1.0	Officer	$22,124	$0	$22,124

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	$695,388	$296,711	$7,023,284	$398,677
2024	$133,148	$466,231	$6,493,443	$-333,083
2023	$157,363	$399,067	$5,684,881	$-241,704
2022	$450,812	$288,307	$5,204,649	$162,505
2021	$340,153	$84,750	$6,134,982	$255,403
2020	$572,258	$369,554	$5,084,060	$202,704
2019	$354,050	$472,691	$5,149,521	$-118,641

ACHIEVEMENT FOUNDATION INC