Achieve More Inc (EIN 814474029) - 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

2016

Legal Domicile

Principal Officer

Dan LaCoe

Phone

3039022257

Tax Period

2023-01-01 to 2023-12-31

Achieve More Inc, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $140K in total revenue in fiscal year 2023. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $135K, a strong 97% operating margin.

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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 $140,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $140,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,800

TOTAL EXPENSES $4,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,000	$381,175	-0.6%
Expenses	$4,800	$55,566	-0.9%
Net Income	$135,200	$325,609	-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

N/A

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
Dan LaCoe	President	3.00	Officer Director	$0	$0	$0
Jennifer LaCoe	Vice President	1.00	Officer Director	$0	$0	$0
Henrietta Alatore	Treasurer	3.00	Officer Director	$0	$0	$0
LuzMazria B Shearer	Board Member	2.50	Director	$0	$0	$0
Gerald Adame	Board Member	0.50	Director	$0	$0	$0
Cate Ritchey	Board Member	1.00	Director	$0	$0	$0
Melissa Brassington	Board 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
2023	$140,000	$4,800	$1,291,526	$135,200
2022	$381,175	$55,566	$1,156,507	$325,609
2021	$143,599	$4,378	$901,450	$139,221
2020	$50,000	$1,170	$764,975	$48,830
2019	$205,500	$1,837	$718,801	$203,663
2018	$485,000	$2,012	$517,637	$482,988

Achieve More Inc