THE ACHIEVABLE FOUNDATION (EIN 954552419) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

CARMEN IBARRA

Phone

4242667480

Tax Period

2024-07-01 to 2025-06-30

THE ACHIEVABLE FOUNDATION, founded in 1995, is a community nonprofit in the Human Services sector that reported $6.3M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.0M, a strong 16% operating margin.

Mission

ACHIEVABLE HEALTH'S MISSION IS TO PROVIDE HIGH-QUALITY HEALTHCARE TO OUR COMMUNITY, WITH A SPECIALTY IN TREATING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,918,926

Program Service Revenue $3,244,641

Investment Income $157,847

Other Revenue $-49,071

TOTAL REVENUE $6,272,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,819,451

Fundraising Expenses $299,355

Program Expenses $4,098,808

Other Expenses $1,437,866

TOTAL EXPENSES $5,257,317

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,272,343	$8,610,448	-0.3%
Expenses	$5,257,317	$4,801,026	+0.1%
Net Income	$1,015,026	$3,809,422	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$390,261

Total Directors

Key Employees

$247,424

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC CARR	CHAIR	3.00	Officer Director	$0	$0	$0
TEDDY TANNENBAUM	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SALLY HUGHES	SECRETARY	2.00	Officer Director	$0	$0	$0
FRANCIS YEE	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN CHAVEZ	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
ANIKA DUNCAN	BOARD MEMBER	1.00	Director	$0	$0	$0
REINA FACTOR	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE GALPER	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIAS MINGAIL	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE PAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
CONNIE RIVERA	BOARD MEMBER	1.00	Director	$0	$0	$0
GERI CARKE-FLOWERS	BOARD MEMBER	1.00	Director	$0	$0	$0
CARMEN IBARRA	CHIEF EXECUTIVE OFFICER	45.00	Officer	$210,668	$2,490	$213,158
MARIA NAZARIO	CHIEF FINANCIAL OFFICER	45.00	Officer	$162,013	$15,090	$177,103
MICHELLE CATANZARITE MD	CHIEF MEDICAL OFFICER	30.00	Key Emp	$238,115	$9,309	$247,424
STACEY SHUAI MD	PEDIATRICIAN	40.00	Highest	$195,810	$7,413	$203,223
MARK KURZMAN MD	FAMILY PRACTICE PHYSIICAN	38.00	Highest	$190,792	$9,895	$200,687
CHRISTOPHER BARRETT	CHIEF OPERATING OFFICER	45.00	Highest	$135,030	$7,877	$142,907
AMANDA PORTA	DIR. OF DEVELOPMENT & COMMUNICATIONS	45.00	Highest	$131,505	$7,544	$139,049
POMAL KAUR NP	NURSE PRACTITIONER	20.00	Highest	$145,897	$5,501	$151,398

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	$6,272,343	$5,257,317	$8,368,461	$1,015,026
2024	No data	No data	No data	No data
2023	$4,511,058	$4,380,859	$4,199,637	$130,199
2022	$4,030,501	$3,780,944	$2,898,358	$249,557
2021	$4,007,411	$3,830,518	$2,720,341	$176,893
2020	$3,541,492	$3,325,483	$2,752,267	$216,009
2019	$2,641,128	$3,014,699	$1,740,981	$-373,571
2018	$3,281,261	$2,826,778	$3,129,984	$454,483

THE ACHIEVABLE FOUNDATION