ACHIEVE INC (EIN 371860566) - 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

2017

Legal Domicile

Principal Officer

JENNIFER DAVIS

Phone

7193954006

Tax Period

2024-01-01 to 2024-12-31

ACHIEVE INC, founded in 2017, is a small nonprofit in the Human Services sector that reported $167K in total revenue in fiscal year 2024. The organization ran a surplus of $41K, a strong 25% operating margin.

Mission

ACHIEVE PROVIDES STRENGTHS-BASED JOB TRAINING, MENTORSHIP, AND SOCIAL DEVELOPMENT THROUGH COMMUNITY-FACING ENTERPRISES DESIGNED TO INCLUDE NEURODIVERGENT INDIVIDUALS AND OTHERS SEEKING MEANINGFUL EMPLOYMENT EXPERIENCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $150,432

Program Service Revenue $16,107

Investment Income $0

Other Revenue $0

TOTAL REVENUE $166,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,136

Fundraising Expenses $0

Program Expenses $125,236

Other Expenses $53,100

TOTAL EXPENSES $125,236

Year-over-Year Comparison

	2024	2023	Change
Revenue	$166,539	$162,342	+0.0%
Expenses	$125,236	$63,234	+1.0%
Net Income	$41,303	$99,108	-0.6%

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

$31,250

Total Directors

$31,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER DAVIS	EXECUTIVE DI	30.00	Officer Director	$31,250	$0	$31,250
ABIGAIL KOENIG	VICE BOARD C	1.00	Director	$0	$0	$0
LISA WAGNER	BOARD CHAIR	1.00	Director	$0	$0	$0
PHOEBE MORSE	BOARD MEMBER	0.50	Director	$0	$0	$0
PAM KELLY	TREASURER	1.00	Director	$0	$0	$0
LOISE ARNDT	BOARD MEMBER	0.50	Director	$0	$0	$0
MATTEO DILILLO	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL DILILLO	BOARD MEMBER	0.50	Director	$0	$0	$0
SCOTT LINDBLOOM	BOARD MEMBER	0.50	Director	$0	$0	$0
MEGAN BRITO	BOARD MEMBER	0.50	Director	$0	$0	$0
LINDA TYPER	BOARD MEMBER	0.50	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	$166,539	$125,236	$167,549	$41,303
2024	No data	No data	No data	No data
2023	$162,342	$63,234	$131,914	$99,108

ACHIEVE INC