Civic Intelligence

Achieve Employee Care Fund Inc

EIN 85-3466873 • 501(c)3 • San Mateo, CA

Profile

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.

1875 S Grant Street Ste 400San Mateo, CA 94402

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-14%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-33%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$261,774

Down $41,550 (-14%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$261,774

Down $41,550 (-14%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$174,489

Down $86,439 (-33%) from 2023

Expenses

Down

$216,039

Down $86,916 (-29%) from 2023

Net Income

Up

-$41,550

Up $477 (+1.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2022: $352,451Liabilities 2022: $7,100Net Assets 2022: $345,3512022Assets 2023: $303,324Liabilities 2023: $0Net Assets 2023: $303,3242023Assets 2024: $261,774Net Assets 2024: $261,7742024

Highlighted filing

2024

Assets$261,774
Liabilities-
Net Assets$261,774
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2022: $550,847Expenses 2022: $210,305Net Income 2022: $340,5422022Revenue 2023: $260,928Expenses 2023: $302,955Net Income 2023: -$42,0272023Revenue 2024: $174,489Expenses 2024: $216,039Net Income 2024: -$41,5502024

Highlighted filing

2024

Revenue$174,489
Expenses$216,039
Net Income-$41,550
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,774
Liabilities
-
Net assets
$261,774
Revenue
$174,489
Expenses
$216,039
Net income
-$41,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.62$2.62$1.74$2.16$0.42
2023Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$2.61$3.03$0.42
2022Detailed filing. Detailed filing data is available for this year.$3.52$0.07$3.45$5.51$2.10$3.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$174,489
Mission and Program 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.

Program Services

DescriptionGrantsExpenses
During the reporting period, the organization granted over $200,000 to help 151 families in difficult times.$211,839$211,839
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda LumanPresident & CEO-$0--
Lisa JenkinsTreasurer-$0--
Malisa CagneySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Achieve Employee Care Fund Inc
EIN
85-3466873
Phone
3106587097
Address
1875 S Grant Street Ste 400, San Mateo, CA 94402

Signing Officer

Name
Jeannette Paul
Title
Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Tovella Dowling PC
Address
501 W Broadway Ste 1540, San Diego, CA 92101
Preparer
Julie U Nguyen Esq
Phone
6199309332
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: financial support | Donee's Name: Various - See E-file Attachment | Donee's Address: 1875 S Grant St 400 San Mateo CA 94402 | Relationship of Donee: N/A | Cash Amount Given: $211839”

Other Expenses.1

“bank charges & fees $158”

Other Assets.1005

“Accounts Receivable - Beginning $161173 Accounts Receivable - Ending $132631”

Raw XML Appendix142 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Jeannette Paul
IRS990EZ/BooksInCareOfDetail/PhoneNum03106587097
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01875 S Grant Street Ste 400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Mateo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0944022676
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0142151
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129143
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0174489
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-41550
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04042
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0303324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0261774
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0211839
IRS990EZ/GrossReceiptsAmt0174489
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0303324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0261774
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0303324
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0261774
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Linda Luman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Jenkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Malisa Cagney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0161173
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0132631
IRS990EZ/OtherExpensesTotalAmt0158
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0During the reporting period, the organization granted over $200,000 to help 151 families in difficult times.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0211839
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0211839
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0216039
IRS990EZ/TotalProgramServiceExpensesAmt0211839
IRS990EZ/TotalRevenueAmt0174489
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0174489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0260928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0550847
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0991264
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0390215
IRS990ScheduleA/SubstantialContributorsTotAmt0601049
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0174489
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0260928
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0550847
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0991264
IRS990ScheduleA/TotalSupportAmt0991264
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: financial support | Donee's Name: Various - See E-file Attachment | Donee's Address: 1875 S Grant St 400 San Mateo CA 94402 | Relationship of Donee: N/A | Cash Amount Given: $211839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1bank charges & fees $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Receivable - Beginning $161173 Accounts Receivable - Ending $132631
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1005
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeannette Paul
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Achieve Employee Care Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0ACHI
ReturnHeader/Filer/EIN0853466873
ReturnHeader/Filer/PhoneNum03106587097
ReturnHeader/Filer/USAddress/AddressLine1Txt01875 S Grant Street Ste 400
ReturnHeader/Filer/USAddress/CityNm0San Mateo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872635810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tovella Dowling PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 W Broadway Ste 1540
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092101
ReturnHeader/PreparerPersonGrp/PhoneNum06199309332
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie U Nguyen Esq
ReturnHeader/ReturnTs02025-11-17T17:15:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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