ACHIEVE SERVICES ENDOWMENT INC (EIN 830536362) - 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

2018

Legal Domicile

Principal Officer

ROB LANE

Phone

7637834910

Tax Period

2024-01-01 to 2024-12-31

ACHIEVE SERVICES ENDOWMENT INC, founded in 2018, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $79K in total revenue in fiscal year 2024. Revenue surged 129% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 95% operating margin.

Mission

ACHIEVE SERVICES ENDOWMENT, INC. IS ENGAGED IN THE GROWTH AND MANAGEMENT OF ITS ASSETS SOLELY FOR THE PURPOSE OF SUPPORTING THE CHARITABLE MISSION AND ACTIVITIES OF ACHIEVE SERVICES, INC., A 501(C)(3) ENTITY THAT PROVIDES EMPLOYMENT, SOCIAL AND LIFE SKILLS TRAINING AND OPPORTUNITIES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES.

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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 $197

Program Service Revenue $0

Investment Income $78,751

Other Revenue $0

TOTAL REVENUE $78,948

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,200

TOTAL EXPENSES $4,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,948	$34,416	+1.3%
Expenses	$4,200	$4,322	0.0%
Net Income	$74,748	$30,094	+1.5%

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
SANDRA CRAWFORD	CHAIR	1.00	Officer Director	$0	$0	$0
JAMES DEAL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
THOMAS WEAVER	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES STEFFEN	TREASURER	1.00	Director	$0	$0	$0
ASHLEY GULLICKSON	DIRECTOR	1.00	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
2024	$78,948	$4,200	$1,095,733	$74,748
2023	$34,416	$4,322	$952,740	$30,094
2022	$32,300	$4,448	$818,687	$27,852
2021	$139,303	$4,177	$957,054	$135,126
2020	$6,992	$3,573	$791,970	$3,419

ACHIEVE SERVICES ENDOWMENT INC