Civic Intelligence

Achievement Trust

990 • Fiscal year 2023 • EIN 95-3726393

Jun 01, 2022 to May 31, 2023 • Filed on Apr 29, 2024

Organization Profileachievementtrust.org
PO Box 91231Los Angeles, CA 90009

(213) 369-2478

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

32nd percentile

-9.8%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$277,843

Down $30,040 (-9.8%) from 2022

Net Assets

Up

$272,630

Up $29,634 (+12%) from 2022

Liabilities

Down

$5,213

Down $59,674 (-92%) from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin73rd percentile

Revenue

Down

$155,196

Down $54,485 (-26%) from 2022

Expenses

Down

$125,562

Down $16,850 (-12%) from 2022

Net Income

Down

$29,634

Down $37,635 (-56%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $489,730Liabilities 2011: $0Net Assets 2011: $489,7302011Assets 2012: $367,344Liabilities 2012: $0Net Assets 2012: $367,3442012Assets 2013: $426,815Liabilities 2013: $0Net Assets 2013: $426,8152013Assets 2014: $431,184Liabilities 2014: $4,260Net Assets 2014: $426,9242014Assets 2015: $432,623Liabilities 2015: $137,845Net Assets 2015: $294,7782015Assets 2016: $439,315Liabilities 2016: $121,425Net Assets 2016: $317,8902016Assets 2017: $422,906Liabilities 2017: $109,650Net Assets 2017: $313,2562017Assets 2018: $444,092Liabilities 2018: $130,918Net Assets 2018: $313,1742018Assets 2019: $314,725Liabilities 2019: $10,000Net Assets 2019: $304,7252019Assets 2020: $264,000Liabilities 2020: $0Net Assets 2020: $264,0002020Assets 2021: $240,614Liabilities 2021: $0Net Assets 2021: $240,6142021Assets 2022: $307,883Liabilities 2022: $64,887Net Assets 2022: $242,9962022Assets 2023: $277,843Liabilities 2023: $5,213Net Assets 2023: $272,6302023Assets 2024: $341,651Liabilities 2024: $68,418Net Assets 2024: $273,2332024Assets 2025: $220,863Net Assets 2025: $220,8632025

Highlighted filing

2023

Assets$277,843
Liabilities$5,213
Net Assets$272,630
Open 2023 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $178,059Expenses 2011: $172,335Net Income 2011: $5,7242011Revenue 2012: $105,786Expenses 2012: $188,599Net Income 2012: -$82,8132012Revenue 2013: $77,866Expenses 2013: $132,319Net Income 2013: -$54,4532013Revenue 2014: $88,481Expenses 2014: $124,035Net Income 2014: -$35,5542014Revenue 2015: $118,155Expenses 2015: $116,493Net Income 2015: $1,6622015Revenue 2016: $127,411Expenses 2016: $125,967Net Income 2016: $1,4442016Revenue 2017: $108,067Expenses 2017: $112,701Net Income 2017: -$4,6342017Revenue 2018: $251,186Expenses 2018: $281,205Net Income 2018: -$30,0192018Revenue 2019: $260,628Expenses 2019: $261,552Net Income 2019: -$9242019Revenue 2020: $120,393Expenses 2020: $201,787Net Income 2020: -$81,3942020Revenue 2021: $153,732Expenses 2021: $177,118Net Income 2021: -$23,3862021Revenue 2022: $209,681Expenses 2022: $142,412Net Income 2022: $67,2692022Revenue 2023: $155,196Expenses 2023: $125,562Net Income 2023: $29,6342023Revenue 2024: $129,850Expenses 2024: $129,247Net Income 2024: $6032024Revenue 2025: -$23,263Expenses 2025: $29,107Net Income 2025: -$52,3702025

Highlighted filing

2023

Revenue$155,196
Expenses$125,562
Net Income$29,634
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 29, 2024
Return Version
2022v5.0
Gross Receipts
$231,168
Mission and Program Overview

Mission

Provide mentorship, scholarships and grants to African American high school students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$173,453$160,825▼ $12,628
Cash and Non-Interest-Bearing Accounts$134,430$113,220▼ $21,210
Accounts Receivable-$3,798-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$307,883$277,843▼ $30,040
Other Assets Total-$0-
Liabilities
Grants Payable$64,887$5,213▼ $59,674
Total Liabilities$64,887$5,213▼ $59,674
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$242,996$272,630▲ $29,634
Total Net Assets Fund Balance$242,996$272,630▲ $29,634
Total Liabilities and Net Assets / Fund Balance$307,883$277,843▼ $30,040
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Sonya LockettPresident
Keisha MotonController
Gail AtleySecretary
Cheryl BinghamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$121,930
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$33,266
All Other Contributions
$121,930
Change in Net Assets
$29,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$102,270
Other Expenses$23,292
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$102,270--$102,270
Occupancy$9,146--$9,146
Office Expenses$1,463$1,464-$2,927
Fees for Services Accounting-$2,376-$2,376
Information Technology$537$537-$1,074
Other Expenses$7,460$172-$172
Fees for Services Legal-$137-$137
Total Functional Expenses$120,876$4,686$0$125,562
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$109,238
Fundraising Direct Expenses$75,972
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$109,238$109,238$45,907$63,331
Total Events$109,238$109,238$75,972$33,266
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Treasurer reviews before submission”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The Achievement Trust Foundation
EIN
95-3726393
Phone
2133692478
Address
PO Box 91231, Los Angeles, CA 90009

Signing Officer

Name
Cheryl Bingham
Title
Treasurer
Signed
2024-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sonya Lockett
Formed
1982
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
44

Preparer

Firm
Synergy Business Solutions
Address
5777 Century Blvd Suite 1490, Los Angeles, CA 90045
Preparer
Allison Moore
Phone
3102546173
Supplemental Narrative

Additional Explanations

Amended Explanation

“This return is being amended solely to correct the CA Corporation Number and to reflect the full name of the entity”

Raw XML Appendix384 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.

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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0109238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0109238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0109238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0109238
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033266
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045907
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt045907
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt030065
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt030065
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0102270
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Cash
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Treasurer reviews before submission
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2This return is being amended solely to correct the CA Corporation Number and to reflect the full name of the entity
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Amended Explanation
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0307883
IRS990/TotalAssetsEOYAmt0277843
IRS990/TotalAssetsGrp/BOYAmt0307883
IRS990/TotalAssetsGrp/EOYAmt0277843
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0121930
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04686
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0120876
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125562
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt064887
IRS990/TotalLiabilitiesEOYAmt05213
IRS990/TotalLiabilitiesGrp/BOYAmt064887
IRS990/TotalLiabilitiesGrp/EOYAmt05213
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0242996
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0272630
IRS990/TotalProgramServiceExpensesAmt0120876
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0155196
IRS990/TotalVolunteersCnt044
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0307883
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0277843
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 91231
IRS990/USAddress/CityNm0Los Angeles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090009
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0achievementtrust.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cheryl Bingham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Achievement Trust Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ACHI
ReturnHeader/Filer/EIN0953726393
ReturnHeader/Filer/PhoneNum02133692478
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 91231
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300808032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Synergy Business Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05777 Century Blvd Suite 1490
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090045
ReturnHeader/PreparerPersonGrp/PhoneNum03102546173
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allison Moore
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-29T14:47:05-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cheryl
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bingham
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,843
Liabilities
$5,213
Net assets
$272,630
Revenue
$155,196
Expenses
$125,562
Net income
$29,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.21$2.21$0.23$0.29$0.52
2024Detailed filing. Detailed filing data is available for this year.$3.42$0.68$2.73$1.30$1.29$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.05$2.73$1.55$1.26$0.30
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.65$2.43$2.10$1.42$0.67
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.54$1.77$0.23
2020Summary only. Only limited summary data is available for this year.$2.64$0.00$2.64$1.20$2.02$0.81
2019Summary only. Only limited summary data is available for this year.$3.15$0.10$3.05$2.61$2.62$0.01
2018Summary only. Only limited summary data is available for this year.$4.44$1.31$3.13$2.51$2.81$0.30
2017Summary only. Only limited summary data is available for this year.$4.23$1.10$3.13$1.08$1.13$0.05
2016Summary only. Only limited summary data is available for this year.$4.39$1.21$3.18$1.27$1.26$0.01
2015Summary only. Only limited summary data is available for this year.$4.33$1.38$2.95$1.18$1.16$0.02
2014Summary only. Only limited summary data is available for this year.$4.31$0.04$4.27$0.88$1.24$0.36
2013Summary only. Only limited summary data is available for this year.$4.27$0.00$4.27$0.78$1.32$0.54
2012Summary only. Only limited summary data is available for this year.$3.67$0.00$3.67$1.06$1.89$0.83
2011Summary only. Only limited summary data is available for this year.$4.90$0.00$4.90$1.78$1.72$0.06