ACHIEVING DREAMS (EIN 463504827) - 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

Phone

9036307724

Tax Period

2023-01-01 to 2023-12-31

ACHIEVING DREAMS is a small nonprofit in the Public & Societal Benefit sector that reported $235K in total revenue in fiscal year 2023. The organization ran a surplus of $49K, a strong 21% operating margin.

Mission

TO ENRICH THE LIVES OF ADULTS WITH SPECIAL NEEDS BY PROVIDING OPPORTUNITIES AND SUPPORT WITHIN THE COMMUNITY.

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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 $14,096

Program Service Revenue $168,127

Investment Income $9,374

Other Revenue $43,268

TOTAL REVENUE $234,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $135,555

Fundraising Expenses $6,757

Program Expenses $103,445

Other Expenses $49,913

TOTAL EXPENSES $185,468

Year-over-Year Comparison

	2023	2022	Change
Revenue	$234,865	$224,402	+0.0%
Expenses	$185,468	$167,957	+0.1%
Net Income	$49,397	$56,445	-0.1%

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

N/A

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
BETSY FREEMAN	EXECUTIVE DIRECTOR	35.00		$31,208	$0	$31,208
WAYNE BOSHEARS	Director	0.00	Director	$0	$0	$0
PAM ROBERTS	Director	0.00	Director	$0	$0	$0
AL MATSON	Director	0.00	Director	$0	$0	$0
HOLLY FREEMAN	Director	0.00	Director	$0	$0	$0
ROGER SMITH	Director	0.00	Director	$0	$0	$0
CATHERINE BARONE	Secretary	0.00	Officer	$0	$0	$0
BARBARA FARNUM	Parliamentarian	0.00	Officer	$0	$0	$0
BROOKE PARKER	President	0.00	Officer	$0	$0	$0
KATHERINE NALBONE	Treasurer	0.00	Officer	$0	$0	$0
KARYN HACKER	Vice President	0.00	Officer	$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
2023	$234,865	$185,468	$403,597	$49,397
2022	$224,402	$167,957	$353,907	$56,445

ACHIEVING DREAMS