THE ACHIEVA FOUNDATION CORPORATION (EIN 320378770) - 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

2014

Legal Domicile

Principal Officer

JANICE HOLLAR

Phone

7274317311

Tax Period

2020-01-01 to 2020-12-31

THE ACHIEVA FOUNDATION CORPORATION, founded in 2014, is a small nonprofit in the Human Services sector that reported $753K in total revenue in fiscal year 2020. Revenue surged 622% from the prior year, signaling strong growth momentum. The organization ran a surplus of $360K, a strong 48% operating margin.

Mission

TO PROMOTE AND PROVIDE FINANCIAL ASSISTANCE TO THE COMMUNITY TO COMBAT COMMUNITY DETERIORATION AND ADVANCE EDUCATION WITH A GOAL OF SUPPORTING THE WELL-BEING OF THE WHOLE COMMUNITY, THROUGH DEDICATION AND SUPPORT OF LOCAL AREA NEIGHBORHOODS, SCHOOLS AND THE COMMUNITIES SERVED.

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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 (2020)

Revenue Breakdown

Contributions & Grants $745,552

Program Service Revenue $0

Investment Income $0

Other Revenue $7,728

TOTAL REVENUE $753,280

Expense Breakdown

Grants Paid $392,115

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $392,115

Other Expenses $1,591

TOTAL EXPENSES $393,706

Year-over-Year Comparison

	2020	2019	Change
Revenue	$753,280	$104,371	+6.2%
Expenses	$393,706	$88,000	+3.5%
Net Income	$359,574	$16,371	+21.0%

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

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
GARY REGOLI	CHAIRPERSON	1.00	Director	$0	$0	$0
TARA MURPHEY	SECRETARY	1.00	Director	$0	$0	$0
JANICE HOLLAR	TREASURER	1.00	Director	$0	$0	$0
JOHN WINTERMEIR	DIRECTOR	1.00	Director	$0	$0	$0
CHELSEY WILSON	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
2024	No data	No data	No data	No data
2020	$753,280	$393,706	$452,480	$359,574

THE ACHIEVA FOUNDATION CORPORATION