AHA ATTITUDE HARMONY ACHIEVEMENT (EIN 204418873) - 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

2006

Legal Domicile

Principal Officer

ROXANA PETTY

Phone

8057707200

Tax Period

2024-07-01 to 2025-06-30

AHA ATTITUDE HARMONY ACHIEVEMENT, founded in 2006, is a community nonprofit in the Mental Health sector that reported $1.9M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 14% surplus.

Mission

AHA! IS DEDICATED TO THE DEVELOPMENT OF CHARACTER, IMAGINATION, EMOTIONAL INTELLIGENCE, AND SOCIAL CONSCIENCE IN TEENAGERS.

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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 $1,631,367

Program Service Revenue $221,511

Investment Income $20,155

Other Revenue $7,116

TOTAL REVENUE $1,880,149

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,305,902

Fundraising Expenses $271,541

Program Expenses $1,156,863

Other Expenses $312,085

TOTAL EXPENSES $1,617,987

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,880,149	$1,651,223	+0.1%
Expenses	$1,617,987	$1,632,243	0.0%
Net Income	$262,162	$18,980	+12.8%

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

$136,447

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERRILEE GORE	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID ALMEIDA	PRESIDENT	1.00	Officer Director	$0	$0	$0
MORY FONTENAZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LAURA CAMPOBASSO	SECRETARY	1.00	Officer Director	$0	$0	$0
ANTHONY ROGERS	BOARD MEMBER	1.00	Director	$0	$0	$0
RENDY FREEDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BIBI MOEZZI	TREASURER	1.00	Officer Director	$0	$0	$0
JACK RIVAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON COBB STORCK	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN MASTERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIAN CASTILLO	BOARD MEMBER	1.00	Director	$0	$0	$0
ELANA WIEN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE RAMIREZ ZARATE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROXANNA PETTY	EXECUTIVE DIRECTOR	40.00	Officer	$135,734	$713	$136,447
MOLLY GREEN	DIRECTOR OF DEVELOPMENT	40.00	Highest	$110,827	$15,146	$125,973

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	$1,880,149	$1,617,987	$1,783,417	$262,162
2024	$1,651,223	$1,632,243	$1,499,406	$18,980
2023	$1,454,466	$1,510,826	$1,474,584	$-56,360
2022	$2,021,805	$1,443,952	$1,552,815	$577,853
2021	$1,465,391	$1,292,685	$1,159,494	$172,706

AHA ATTITUDE HARMONY ACHIEVEMENT