2024-04-17T07:34:41-05:00 2023-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET - SUITE 600 PITTSBURGH PA 15212 990 2022-07-01 251505216 ACHIEVA ACHI 4129955000 711 BINGHAM STREET PITTSBURGH PA 15203 CYNTHIA SHORT TREASURER 4129955000 2024-04-17 1 CYNTHIA SHORT 999009999 0 NATALIE CAPONI P01742735 4124715500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN SUROVIEC 711 BINGHAM STREET PITTSBURGH PA 15203 17928767 0 X WWW.ACHIEVA.INFO X 1986 PA THE PRIMARY PURPOSE OF ACHIEVA IS TO COORDINATE AND MANAGE THE SERVICES AND OPERATIONS OF THE ACHIEVA FAMILY OF ORGANIZATIONS AS WELL AS TO RAISE AND DISTRIBUTE PRIVATE CONTRIBUTIONS TO PROMOTE THE WELFARE OF INDIVIDUALS WITH DISABILITIES. 23 23 0 47 0 0 1747270 1061555 0 0 785564 1986640 50333 57944 2583167 3106139 1390447 1295182 0 0 145643 278663 0 0 529305 242619 338958 1778709 1912803 804458 1193336 46084841 51716791 143509 258066 45941332 51458725 THE PRIMARY PURPOSE OF ACHIEVA IS TO COORDINATE AND MANAGE THE SERVICES AND OPERATIONS OF THE ACHIEVA FAMILY OF ORGANIZATIONS AS WELL AS TO RAISE AND DISTRIBUTE PRIVATE CONTRIBUTIONS TO PROMOTE THE WELFARE OF PEOPLE WITH DISABILITIES. 0 0 1295182 1295182 THE PRIMARY PURPOSE OF ACHIEVA IS TO PROVIDE OVERALL DIRECTION FOR THE ACHIEVA FAMILY OF CORPORATIONS AND TO ACCUMULATE FUNDS TO BE UTILIZED BY AFFILIATED NON-PROFIT ORGANIZATIONS IN ORDER TO PROMOTE THE WELFARE OF PEOPLE WITH DISABILITIES AND THEIR FAMILIES. 1295182 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 130 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X CYNTHIA L SHORT 4129955000 711 BINGHAM STREET PITTSBURGH PA 15203 MARY LOU GEGICK CHAIR 1.00 1.00 X X 0 0 0 JEREMY SHAPIRA CHAIR ELECT 1.00 1.00 X X 0 0 0 JILLIAN F ZACKS ESQ VICE CHAIR 1.00 1.00 X X 0 0 0 CHAZ KELLEM IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 TOM BALZER TRUSTEE 1.00 X 0 0 0 DR NINA BUTLER TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL L DEVER ESQ TRUSTEE 1.00 X 0 0 0 STEVE CRANE CFA TRUSTEE 1.00 1.00 X 0 0 0 KIMBERLY JACKSON TRUSTEE 1.00 1.00 X 0 0 0 GARY GRYSIAK TRUSTEE 1.00 X 0 0 0 JOHN HAYNES TRUSTEE 1.00 X 0 0 0 HOLLY HOFF TRUSTEE 1.00 1.00 X 0 0 0 STEPHAN P HUBBARD CLU CHFC TRUSTEE 1.00 1.00 X 0 0 0 THOMAS M LEE TRUSTEE 1.00 1.00 X 0 0 0 LISA A MARTINELLI PHDJDMA TRUSTEE 1.00 X 0 0 0 LESLIE MALLOY TRUSTEE 1.00 1.00 X 0 0 0 DAVID TILSTONE TRUSTEE 1.00 1.00 X 0 0 0 MARY D RICHTER CPA TRUSTEE 1.00 X 0 0 0 JOSH SCOTT TRUSTEE 1.00 1.00 X 0 0 0 ROB UNKOVIC TRUSTEE 1.00 X 0 0 0 TED MEYER TRUSTEE 1.00 1.00 X 0 0 0 JENNIFER MODELL ESQ TRUSTEE 1.00 1.00 X 0 0 0 LEEANN FULENA ESQ TRUSTEE 1.00 1.00 X 0 0 0 AMY DOLAN STRANO SR VP AND PRES ACHIEVA FT 1.00 36.50 X 0 227565 76663 CYNTHIA SHORT CPA TREASURER 1.00 36.50 X 0 148651 22852 GARY HORNER EX VP AND CFO 1.00 36.50 X 0 281489 37120 LUCIANA RANDALL PRES AUTISM CONNECTION OF 1.00 36.50 X 0 113702 18345 NANCY MURRARY SR VP AND PRES AGP 1.00 36.50 X 0 176162 50534 SHAYNE ROOS SR VP AND PRES ACHIEVA SUP 1.00 36.50 X 0 183322 82562 STEPHEN SUROVIEC PRESIDENT AND CEO 1.00 36.50 X 0 311965 29280 DAVID TINKER VP ADVANCEMENT 37.50 X 113587 0 26728 113587 1442856 344084 1 0 1 0 0 1061555 38842 1061555 1064683 1064683 15553556 14631599 921957 921957 921957 248973 191029 57944 57944 3106139 0 0 2044584 1295182 1295182 217765 217765 7670 7670 35257 35257 17971 17971 5668 5668 3450 3450 4651 4651 2370 2370 1207 1207 BANK SERVICE FEES 95618 95618 ADMIN ALLOCATION 88316 88316 LUNCHEON & DINNERS 54287 54287 PRINTING 19152 19152 64239 64239 1912803 1295182 88316 529305 6133242 378261 2459192 7648837 7225 150 735 31609932 35143931 5882325 8537802 46084841 51716791 8620 22092 1675 15991 133214 219983 143509 258066 X 41939608 47303927 4001724 4154798 45941332 51458725 46084841 51716791 X 1193336 1963435 2360622 X X 0 1 X 1 0 X 1802383 1411985 1114788 1747270 1061555 7137981 1802383 1411985 1114788 1747270 1061555 7137981 2843315 4294666 569000 598937 425528 555453 1064683 3213601 108909 -1831 100161 50333 57944 315516 10667098 0.40260 0.43260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2018 AMOUNT: $ 108,909. 2019 AMOUNT: $ -1,831. 2020 AMOUNT: $ 100,161. 2021 AMOUNT: $ 50,333. 2022 AMOUNT: $ 57,944. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29760796 24329 3386402 81972 33089555 23856281 10467727 -4497362 65850 29760796 16930468 2051097 4930906 56190 23856281 15647407 464614 862646 44199 16930468 13722671 989329 976798 41391 15647407 0.95642 0.04358 0 0 0 RECEIVABLES FROM AFFILIATES 8537802 8537802 DUE TO AFFILIATES 219983 219983 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD TO GENERATE AVAILABLE INCOME TO SUPPORT ACHIEVA'S MISSION. AUCTION 145714 145714 126253 GOLF TOURNAMENT 103259 103259 64776 248973 248973 191029 191029 57944 1 THE ARC OF GREATER PITTSBURGH 711 BINGHAM STREET PITTSBURGH PA 15203 251101644 501(C)(3) 584048 0 SUPPORT OF EXEMPT PURPOSE ACHIEVA SUPPORT 711 BINGHAM STREET PITTSBURGH PA 15203 251031932 501(C)(3) 279781 0 SUPPORT OF EXEMPT PURPOSE ACHIEVA RESOURCE 711 BINGHAM STREET PITTSBURGH PA 15203 251505214 501(C)(3) 39604 0 SUPPORT OF EXEMPT PURPOSE THE FAMILY TRUST 711 BINGHAM STREET PITTSBURGH PA 15203 232947828 501(C)(3) 225839 0 SUPPORT OF EXEMPT PURPOSE AUTISM CONNECTION OF PA 711 BINGHAM STREET PITTSBURGH PA 15203 251760214 501(C)(3) 153847 0 SUPPORT OF EXEMPT PURPOSE ARC ERIE COUNTY 711 BINGHAM STREET PITTSBURGH PA 15203 251051730 501(C)(3) 12063 0 SUPPORT OF EXEMPT PURPOSE 6 PART I, LINE 2: FOR GRANTS TO RELATED ORGANIZATIONS - GRANT FUNDS ARE TEMPORARILY KEPT IN A MONEY MARKET FUND TO EARN INTEREST. EACH GRANT IS GIVEN A SPECIAL FUND SOURCE. WHEN DISBURSEMENTS ARE MADE FOR THESE GRANTS THE FUND SOURCE IS INDICATED ON THE INVOICES OR REQUESTS. EACH MONTH FINANCIAL STATEMENTS ARE RUN BY FUNDING SOURCE. FUNDS ARE MOVED OUT OF THE MONEY MARKET (ACHIEVA CORP) TO THE GRANTORS DESIGNATED DEPARTMENTS. GRANT FUNDS ARE RECORDED WHEN RECEIVED IN ACHIEVA AND AN INCOME TRANSFER IS MADE ON THE BOOKS TO MOVE THE FUNDS TO THE APPROPRIATE DEPARTMENTS. X X X X X X 0 0 0 0 0 0 0 0 0 STEPHEN SUROVIEC PRESIDENT AND CEO 0 291465 0 20500 0 0 0 10999 0 18281 0 341245 0 0 GARY HORNER EX VP AND CFO 0 269339 0 12150 0 0 0 25606 0 11514 0 318609 0 0 AMY DOLAN STRANO SR VP AND PRES ACHIEVA FT 0 218190 0 9375 0 0 0 28195 0 48468 0 304228 0 0 SHAYNE ROOS SR VP AND PRES ACHIEVA SUP 0 178097 0 5225 0 0 0 34094 0 48468 0 265884 0 0 NANCY MURRARY SR VP AND PRES AGP 0 168062 0 8100 0 0 0 32004 0 18530 0 226696 0 0 CYNTHIA SHORT CPA TREASURER 0 142201 0 6450 0 0 0 13614 0 9238 0 171503 0 0 X AUCTION ITEMS 122 19985 RETAIL VALUE X SPECIAL EVENT 47 18857 RETAIL VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY SENIOR STAFF AND THEN WITH THE EXTERNAL AUDIT FIRM. THE FORM 990 IS THEN MADE AVAILABLE TO THE AUDIT COMMITTEE AND THE BOARD. THE CORPORATE AUDIT IS PRESENTED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY REQUIRES THAT ALL CONFLICTS AND POSSIBLE CONFLICTS BE DISCLOSED. THE DEVELOPMENT DEPARTMENT IS RESPONSIBLE FOR COLLECTING AND MAINTAINING CONFLICT OF INTEREST FORMS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES IS DONE THROUGH A DEFINED PROCESS. THOSE WITH EMPLOYMENT AGREEMENTS ARE REVIEWED AND APPROVED THROUGH THE EXECUTIVE AND COMPENSATION COMMITTEE OF ACHIEVA AND INVITED INDIVIDUALS WITH EXPERTISE IN COMPENSATION MATTERS. INFORMATION FROM FOUR SALARY SURVEYS AND BENCHMARKING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS ARE USED TO DETERMINE COMPENSATION. THE EXECUTIVE AND COMPENSATION COMMITTEE REVIEWS AND THEN APPROVES THE AMOUNT, LENGTH AND PARAMETERS OF ALL EMPLOYMENT AGREEMENTS AND REPORTS ANY ACTIONS TO THE ACHIEVA BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS 2,360,622. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART V, LINE 2A ZERO EMPLOYEES ARE REPORTED AS ACHIEVA DOES NOT PAY WAGES FROM ITS EIN. ACHIEVA EMPLOYEES ARE PAID FROM ACHIEVA RESOURCE, AN AFFILIATE OF ACHIEVA. ACHIEVA REIMBURSES ACHIEVA RESOURCE FOR THE WAGES PAID TO ITS EMPLOYEES. THE FAMILY TRUST 711 BINGHAM STREET PITTSBURGH PA 15203 232947828 ACTS AS TRUSTEE AND PROVIDES ASSISTANCE TO DISABLED PERSONS PA 501(C)(3) 170B1AVI ACHIEVA 1 ACHIEVA RESOURCE 711 BINGHAM STREET PITTSBURGH PA 15203 251505214 PROVIDE ADMINISTRATIVE SERVICES TO ACHIEVA CORPORATIONS PA 501(C)(3) 509(A)(3) ACHIEVA 1 ACHIEVA SUPPORT 711 BINGHAM STREET PITTSBURGH PA 15203 251031932 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI ACHIEVA 1 THE ARC OF GREATER PITTSBURGH 711 BINGHAM STREET PITTSBURGH PA 15203 251101644 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI ACHIEVA 1 AUTISM CONNECTION OF PA 711 BINGHAM STREET PITTSBURGH PA 15203 151760214 SUPPORT AND ADVOCACY TO PEOPLE WITH AUTISM AND THEIR FAMILIES PA 501(C)(3) 170B1AVI ACHIEVA 1 ARC ERIE COUNTY 711 BINGHAM STREET PITTSBURGH PA 15203 251051730 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI ACHIEVA 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 ACHIEVA SUPPORT B 279781 DOLLAR VALUE OF TRANSACTION THE ARC OF GREATER PITTSBURGH B 584048 DOLLAR VALUE OF TRANSACTION THE FAMILY TRUST B 225839 DOLLAR VALUE OF TRANSACTION THE FAMILY TRUST S 291719 DOLLAR VALUE OF TRANSACTION ACHIEVA SUPPORT S 2068903 DOLLAR VALUE OF TRANSACTION AUTISM CONNECTION OF PA B 153847 DOLLAR VALUE OF TRANSACTION ACHIEVA RESOURCE P 278663 DOLLAR VALUE OF TRANSACTION ACHIEVA RESOURCE M 88316 DOLLAR VALUE OF TRANSACTION