BELIEVE & ACHIEVE FOUNDATION (EIN 273440808) - 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

2010

Legal Domicile

Principal Officer

KATE RYAN MAGEE

Phone

4845763500

Tax Period

2025-01-01 to 2025-12-31

BELIEVE & ACHIEVE FOUNDATION, founded in 2010, is a micro nonprofit in the Human Services sector that reported $74K in total revenue in fiscal year 2025. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $104K exceeded revenue, resulting in a 42% operating deficit.

Mission

TO PROVIDE ACCESS TO BASIC NEEDS FOR AT-RISK CHILDREN IN LOCAL NEIGHBORHOODS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $101,230

Program Service Revenue $0

Investment Income $3,129

Other Revenue $-30,679

TOTAL REVENUE $73,680

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,121

Other Expenses $79,421

TOTAL EXPENSES $104,421

Year-over-Year Comparison

	2025	2024	Change
Revenue	$73,680	$143,658	-0.5%
Expenses	$104,421	$112,731	-0.1%
Net Income	$-30,741	$30,927	-2.0%

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

500

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
FRED GUNTHER	PRESIDENT	3.00	Officer Director	$0	$0	$0
LARISSA MEKOSH	TREASURER	3.00	Officer Director	$0	$0	$0
KATE RYAN MAGEE	EXECUTIVE DI	28.00	Officer Director	$0	$0	$0
MICHAEL RYAN	DIRECTOR	3.00	Director	$0	$0	$0
KARA TODD	DIRECTOR	12.00	Director	$0	$0	$0
KRISTIN SHILLINGFORD	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN FLYNN	DIRECTOR	3.00	Director	$0	$0	$0
ED TINSON	DIRECTOR	3.00	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
2025	$73,680	$104,421	$104,680	$-30,741
2024	$143,658	$112,731	$135,421	$30,927
2023	$94,442	$111,428	$104,494	$-16,986
2022	$78,225	$89,492	$121,480	$-11,267
2021	$111,516	$68,878	$132,747	$42,638
2020	$48,407	$44,991	$90,109	$3,416
2019	$170,126	$101,793	$86,693	$68,333
2018	$127,974	$137,810	$18,360	$-9,836

BELIEVE & ACHIEVE FOUNDATION