Achievements Unlimited Foundation (EIN 202052288) - 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

2004

Legal Domicile

Principal Officer

J Patrick Traynor

Phone

7013562656

Tax Period

2024-01-01 to 2024-12-31

Achievements Unlimited Foundation, founded in 2004, is a community nonprofit in the Community Improvement sector that reported $6.8M in total revenue in fiscal year 2024. Revenue surged 3121% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.5M, a strong 96% operating margin.

Mission

Achievements Unlimited Foundation operates exclusively to support the mission of Impact Foundation.

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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 $6,734,112

Program Service Revenue $0

Investment Income $36,620

Other Revenue $0

TOTAL REVENUE $6,770,732

Expense Breakdown

Grants Paid $222,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $229,800

Other Expenses $22,972

TOTAL EXPENSES $245,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,770,732	$210,206	+31.2%
Expenses	$245,272	$64,359	+2.8%
Net Income	$6,525,460	$145,847	+43.7%

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

$121,962

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Carey	Chair	0.10	Officer Director	$0	$0	$0
Susan Mathison MD	Vice Chair	0.10	Officer Director	$0	$0	$0
Phil Hansen	Secretary	0.10	Officer Director	$0	$0	$0
Sindy Keller	Treasurer	0.10	Officer Director	$0	$0	$0
Jacob Strinden	Board Member (as of July)	1.00	Director	$0	$0	$0
Eric Monson	Board Member (as of July)	1.00	Director	$0	$0	$0
J Patrick Traynor	Executive Director	0.50	Officer	$0	$0	$121,962

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
2024	$6,770,732	$245,272	$7,768,582	$6,525,460
2023	$210,206	$64,359	$1,206,683	$145,847
2022	$60,362	$65,833	$1,026,326	$-5,471
2021	$84,560	$36,682	$1,158,581	$47,878
2020	$22,102	$24,708	$1,117,874	$-2,606
2019	$74,364	$25,327	$1,085,202	$49,037
2018	$37,532	$22,365	$1,011,207	$15,167

Achievements Unlimited Foundation