Achieve Fort Bend County (EIN 270558106) - 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

2009

Legal Domicile

Principal Officer

CHRISTOPHER L BREAUX

Phone

7139060250

Tax Period

2022-01-01 to 2022-12-31

Achieve Fort Bend County, founded in 2009, is a small nonprofit in the Education sector that reported $147K in total revenue in fiscal year 2022. Revenue surged 143% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106K, a strong 72% operating margin.

Mission

Providing summer reading books to low income and at risk students in Fort Bend County schools

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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 $147,249

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $147,249

Expense Breakdown

Grants Paid $40,273

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,273

Other Expenses $842

TOTAL EXPENSES $41,115

Year-over-Year Comparison

	2022	2021	Change
Revenue	$147,249	$60,667	+1.4%
Expenses	$41,115	$51,169	-0.2%
Net Income	$106,134	$9,498	+10.2%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
JAMES PATTERSON	President	2.000	Officer Director	$0	$0	$0
DR BETTY BAITLAND	Vice President	1.000	Officer Director	$0	$0	$0
CHRISTOPHER BREAUX	Treasurer	1.000	Officer Director	$0	$0	$0
TERESA BOSSE	Director	1.000	Director	$0	$0	$0
CATHY DUVALL	Director	2.000	Director	$0	$0	$0
CHERISE ROBERTS	Director	1.000	Director	$0	$0	$0
ARLENE ROLSEN	Director	1.000	Director	$0	$0	$0
LINDA SCHOONEMAKER	Director	1.000	Director	$0	$0	$0
PAT TOLAND	Director	1.000	Director	$0	$0	$0
JOHN ROBSON	Director	1.000	Director	$0	$0	$0
THERESA YOUNG WANAT	Director	1.000	Director	$0	$0	$0
MELISSA HUBBARD	Director	1.000	Director	$0	$0	$0
BETH MARTINEZ	Director	1.000	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
2022	$147,249	$41,115	$140,427	$106,134

Achieve Fort Bend County