Nonprofit · EIN 85-3466873
ACHIEVE EMPLOYEE CARE FUND INC
Tax-exempt · SAN MATEO, CA 94402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $174,489 | $216,039 | -$41,550 | $261,774 | – | $261,774 |
| December 31, 2023 | 990 | $260,928 | $302,955 | -$42,027 | $303,324 | $0 | $303,324 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $174,489
Expenses
- Grants and similar amounts paid
- $211,839
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,042
- Other expenses
- $158
- Program services (functional)
- $211,839
Balance sheet and other
- Total assets, start of year
- $303,324
- Total assets, end of year
- $261,774
- Total liabilities, end of year
- –
- Net assets, end of year
- $261,774
- Cash, savings and investments
- $129,143
- Gross receipts
- $174,489
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Linda Luman | President & CEO | 1 | $0 |
| Lisa Jenkins | Treasurer | 1 | $0 |
| Malisa Cagney | Secretary | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Linda Luman | President & CEO Trustee or director, Officer | 1 | $0 |
| Lisa Jenkins | Treasurer Trustee or director, Officer | 1 | $0 |
| Malisa Cagney | Secretary Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1875 S GRANT ST STE 400, SAN MATEO, CA 94402-2676
- In care of
- % MALISA CAGNEY
- Mailing address (990-N for 2021)
- 1875 S Grant Street STE 400, San Mateo CA 94402
- Principal officer (990-N for 2021)
- Linda Luman, 1875 S Grant Street STE 400, San Mateo CA 94402
- Signed the 990-EZ
- Jeannette Paul, Treasurer
- Phone
- (310) 658-7097
- Return prepared by
- Tovella Dowling PC
California records
California keeps its own records of charities and corporations. Search them by EIN 85-3466873 or by the name ACHIEVE EMPLOYEE CARE FUND INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 accomplishments
- During the reporting period, the organization granted over $200,000 to help 151 families in difficult times.Expenses $211,839 · grants $211,839
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-3466873
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P60)
- Assets (IRS master file)
- $261,774
- Income (IRS master file)
- $174,489
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $174,489 | $216,039 | $261,774 | XML |
| 990 | December 2023 | $260,928 | $302,955 | $303,324 | XML |
| 990 | December 2022 | $550,847 | $210,305 | $352,451 | IRS |
| 990-N for 2021 Officer: Linda Luman | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Linda Luman | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-3466873).
Questions about ACHIEVE EMPLOYEE CARE FUND INC
- What is the EIN of ACHIEVE EMPLOYEE CARE FUND INC?
- The employer identification number (EIN) of ACHIEVE EMPLOYEE CARE FUND INC is 85-3466873.
- Is ACHIEVE EMPLOYEE CARE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to ACHIEVE EMPLOYEE CARE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ACHIEVE EMPLOYEE CARE FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ACHIEVE EMPLOYEE CARE FUND INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ACHIEVE EMPLOYEE CARE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of ACHIEVE EMPLOYEE CARE FUND INC?
- The 990-N for 2021 names Linda Luman.
- Who are the officers and directors of ACHIEVE EMPLOYEE CARE FUND INC?
- The 990-EZ for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ACHIEVE EMPLOYEE CARE FUND INC have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $174,489, expenses of $216,039 and total assets of $261,774 at year end.
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