ACHIEVEMENT UNLIMITED INC (EIN 364143598) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

THOMAS STEIL

Phone

3093431550

Tax Period

2024-07-01 to 2025-06-30

ACHIEVEMENT UNLIMITED INC, founded in 1996, is a mid-sized nonprofit in the Housing & Shelter sector that reported $44.7M in total revenue in fiscal year 2024. The organization ran a surplus of $7.3M, a strong 16% operating margin.

Mission

TO PROVIDE & OPERATE LONG-TERM CARE FACILITIES FOR THE DEVELOPMENTALLY DISABLED.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $167,846

Program Service Revenue $43,191,665

Investment Income $1,353,291

Other Revenue $0

TOTAL REVENUE $44,712,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,811,645

Fundraising Expenses $0

Program Expenses $35,363,614

Other Expenses $10,591,645

TOTAL EXPENSES $37,403,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,712,802	$43,116,350	+0.0%
Expenses	$37,403,290	$34,494,863	+0.1%
Net Income	$7,309,512	$8,621,487	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

876

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

$13,500

Total Directors

$18,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS STEIL	PRESIDENT & DIRECTOR	2.00	Officer Director	$4,500	$0	$4,500
MARILYN HOLT	VICE PRESIDENT & DIRECTOR	2.00	Officer Director	$4,500	$0	$4,500
MARK BAER	SECRETARY & DIRECTOR	2.00	Officer Director	$4,500	$0	$4,500
CAROL LOWE	DIRECTOR	2.00	Director	$4,500	$0	$4,500
BRIAN BURGER RFMS INC	CFO	40.00	Officer	$0	$0	$0
CAROL PETERSON	NURSE (LPN)	40.00	Highest	$100,382	$8,614	$108,996

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	$44,712,802	$37,403,290	$51,581,673	$7,309,512
2024	$43,116,350	$34,494,863	$51,141,423	$8,621,487
2023	$37,410,226	$31,912,873	$40,851,796	$5,497,353
2022	$31,696,526	$28,176,698	$34,667,403	$3,519,828
2021	$32,665,746	$25,437,644	$32,431,342	$7,228,102
2020	$27,764,450	$24,672,220	$29,061,162	$3,092,230
2019	$23,116,438	$22,950,149	$23,687,613	$166,289

ACHIEVEMENT UNLIMITED INC