THE ACHIEVEMENT FUND INC

EIN: 821433029 501(c)(3) Education

Old Greenwich, CT

Total Revenue
$75,391
Total Expenses
$18,770
Total Assets
$3,188,003
Net Assets
$688,003
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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
2018
Legal Domicile
CT
Principal Officer
Michael Ma
Tax Period
2025-01-01 to 2025-12-31

THE ACHIEVEMENT FUND INC, founded in 2018, is a micro nonprofit in the Education sector that reported $75K in total revenue in fiscal year 2025. The organization ran a surplus of $57K, a strong 75% 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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $13,874
Program Service Revenue $0
Investment Income $61,517
Other Revenue $0
TOTAL REVENUE $75,391

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $18,770
Other Expenses $18,770
TOTAL EXPENSES $18,770

Year-over-Year Comparison

2025 2024 Change
Revenue $75,391 $70,692 +0.1%
Expenses $18,770 $2,700 +6.0%
Net Income $56,621 $67,992 -0.2%
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

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Governance

Voting Members
3
Independent Members
N/A
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
1
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michael Ma President 0.00
Officer Director
$0 $0 $0
Joseph Sandor Secretary 0.00
Director
$0 $0 $0
Jin Kim Treasurer 0.00
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 $75,391 $18,770 $3,188,003 $56,621
2024 $70,692 $2,700 $780,648 $67,992
2023 $121,859 $6,750 $683,828 $115,109
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