ACHIEVING THE DREAM INC (EIN 271635830) - 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

KAREN A STOUT

Phone

2404500075

Tax Period

2023-07-01 to 2024-06-30

ACHIEVING THE DREAM INC, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $16.9M in total revenue in fiscal year 2023. Expenses of $20.9M exceeded revenue, resulting in a 24% operating deficit.

Mission

LEAD A NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $8,110,457

Program Service Revenue $8,279,498

Investment Income $487,003

Other Revenue $11,296

TOTAL REVENUE $16,888,254

Expense Breakdown

Grants Paid $1,777,982

Salaries & Benefits $10,150,809

Fundraising Expenses $381,258

Program Expenses $14,021,074

Other Expenses $8,980,713

TOTAL EXPENSES $20,909,504

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,888,254	$16,894,508	0.0%
Expenses	$20,909,504	$24,556,770	-0.1%
Net Income	$-4,021,250	$-7,662,262	-0.5%

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

$986,149

Total Directors

Key Employees

$687,724

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR GREGORY D WILLIAMS	BOARD CHAIR, DIRECTOR	4.00	Officer Director	$0	$0	$0
SUZANNE WALSH	VICE CHAIR, DIRECTOR	2.00	Officer Director	$0	$0	$0
LARRY KUBAL	TREASURER, AUDIT & FINANCE	4.00	Officer Director	$0	$0	$0
DR MIKE FLORES	SECRETARY	2.00	Officer Director	$0	$0	$0
NICKOLAS CERTO	DIRECTOR	1.00	Director	$0	$0	$0
DR PAM EDDINGER	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY HAILE	DIRECTOR	1.00	Director	$0	$0	$0
DR ALEX JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
DR CHRISTINE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
DR MARY ALICE MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
DR NICOLE MELANDER	DIRECTOR	1.00	Director	$0	$0	$0
MONTE RANDALL	DIRECTOR	1.00	Director	$0	$0	$0
RICARDO TORRES	DIRECTOR	1.00	Director	$0	$0	$0
KAREN A STOUT	PRESIDENT & CEO	40.00	Officer	$683,834	$54,762	$738,596
EMILY FROIMSON	CHIEF OPERATING OFFICER	40.00	Officer	$228,541	$19,012	$247,553
SUSAN MAYER	CHIEF LEARNING OFFICER	40.00	Key Emp	$225,817	$23,606	$249,423
MONICA PARRISH TRENT CHIEF	PROGRAM AND NETWORK OFFICER	40.00	Key Emp	$221,889	$19,993	$241,882
KHALISA JACOBS	CHIEF OF STAFF	40.00	Key Emp	$172,095	$24,324	$196,419
JAQUELINE CORTEZ WANG	CHIEF STRAT. OFFICER, VP EXT. PSHIPS	40.00	Highest	$215,445	$18,064	$233,509
PAULA TALLEY	EXEC. DIRECTOR, PROGRAM DEVELOPMENT	40.00	Highest	$168,335	$32,990	$201,325
JANICE STUCKE	CHIEF FINANCIAL OFFICER	40.00	Highest	$163,545	$20,151	$183,696
TERIANNE SOUSA	EXECUTIVE DIRECTOR	40.00	Highest	$155,806	$22,974	$178,780
DERRICK SEMENEH EXEC DIRECTOR	IT/DIGITAL TRANSFORMATION	40.00	Highest	$160,130	$18,938	$179,068

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	$16,888,254	$20,909,504	$43,676,784	$-4,021,250
2023	$16,894,508	$24,556,770	$46,914,728	$-7,662,262
2022	$23,156,070	$17,336,280	$48,979,373	$5,819,790
2021	$35,888,475	$13,373,363	$49,802,525	$22,515,112
2020	$21,246,346	$15,756,851	$26,701,819	$5,489,495
2019	$19,188,736	$15,552,469	$18,583,870	$3,636,267

ACHIEVING THE DREAM INC