Achieve Employee Care Fund Inc
Nonprofit profile at a glance
- EIN
- 853466873
- IRS 990-EZ coverage
- 2024–2024
- Forms available
- Form 990 2023, Form 990-EZ 2024, Form 990-N 2021
- Location
- San Mateo, CA, USA
- Phone
- 3106587097
- Rating
- 91
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Emergency Assistance
Reported finances
- Revenue
- $174,489
- Expenses
- $216,039
- Assets
- $261,774
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Linda Luman (President & CEO)
People named in this filing
- Linda Luman (President & CEO)
- Lisa Jenkins (Treasurer)
- Malisa Cagney (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The organization provides need-based emergency assistance to Achieve Financial's employees and their families who have been impacted by an emergency, disaster, or personal hardship. These circumstances can include, but are not limited to, death, medical emergency, financial emergency, or physical or natural disaster.
What it reported doing in 2024
During the reporting period, the organization granted over $200,000 to help 151 families in difficult times.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 99
- Transparency & Controls: 100
- Sustainability: 30
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 98.1%; rating input score 98
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -23.8%; rating input score 6; 6th percentile among comparable filings
- Total-asset coverage ratio: 1.21; rating input score 66; 66th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -57.2% per year; rating input score 0; 0th percentile among comparable filings
- Asset growth: -14.8% per year; rating input score 0; 8th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 98.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $212K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 6/100.
- High — Growth: Asset growth scored 0/100.