ACHIEVEMENTS INC (EIN 810350726) - 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

1975

Legal Domicile

Principal Officer

SOMMER NAVARRO

Phone

4067557656

Tax Period

2023-07-01 to 2024-06-30

ACHIEVEMENTS INC, founded in 1975, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2023. Expenses of $3.2M left a modest 6% surplus.

Mission

ACHIEVEMENTS, INC. IS A PRIVATE, NON-PROFIT ORGANIZATION WHOSE MISSION IS TO PROVIDE THE NECESSARY TRAINING AND OPPORTUNITIES TO PROMOTE AND ENHANCE THE QUALITY OF LIFE AND INDEPENDENCE FOR ADULTS WITH DEVELOPMENTAL DISABILITIES. ITS PURPOSE IS TO PLAN, DEVELOP AND OPERATE A COST EFFECTIVE AND COMPREHENSIVE RANGE OF SERVICES FOR PERSONS WITH DISABILITIES IN AREAS OF EMPLOYMENT AND COMMUNITY LIVING. ACHIEVEMENTS AND THE COMMUNITY IN WHICH IT OPERATES STRIVE TO CREATE A GOOD QUALITY OF LIFE FOR ALL OF ITS RESIDENTS BY ENCOURAGING THE HIGHEST DEGREE OF INDEPENDENCE IN LIFE POSSIBLE, WHILE BEING PROVIDED WITH CHOICES FOR DOING SO.

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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 $3,287,221

Program Service Revenue $134,632

Investment Income $18,089

Other Revenue $0

TOTAL REVENUE $3,439,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,482,798

Fundraising Expenses $0

Program Expenses $2,768,591

Other Expenses $740,423

TOTAL EXPENSES $3,223,221

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,439,942	$3,311,607	+0.0%
Expenses	$3,223,221	$2,806,394	+0.1%
Net Income	$216,721	$505,213	-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

105

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

$143,408

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SOMMER NAVARRO	CO-EXEC DIRECT	40.00	Officer	$62,781	$9,219	$72,000
AMY WILLIAMS	CO-EXEC DIRECT	40.00	Officer	$63,224	$8,184	$71,408
ROD TEMPLE	Board Chair	2.00	Officer Director	$0	$0	$0
SCOTT ERICKSON	Vice Chair	2.00	Officer Director	$0	$0	$0
AGNES KEMP	Secretary	2.00	Officer Director	$0	$0	$0
ROBERT O'ROURKE	MEMBER	2.00	Director	$0	$0	$0
KATE HUNTSBERGER	MEMBER	2.00	Director	$0	$0	$0
LINDSAY BEATY	MEMBER	2.00	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	No data	No data	No data	No data
2024	$3,439,942	$3,223,221	$4,120,938	$216,721
2023	$3,311,607	$2,806,394	$3,872,394	$505,213
2022	$3,106,255	$2,708,967	$3,337,127	$397,288
2021	$2,918,158	$2,578,261	$2,951,144	$339,897
2020	$2,660,875	$2,343,225	$2,597,990	$317,650
2019	$2,406,504	$2,202,722	$2,253,331	$203,782

ACHIEVEMENTS INC