2025-05-12T08:52:28-05:00 2024-12-31 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990 2024-01-01 060696607 ACHIEVE FINANCIAL CREDIT UNION ACHI 8608282790 PO BOX 7030 BERLIN CT 06037 ANDREW KLIMKOSKI PRESIDENT/CEO 8608282790 2025-05-09 1 1 KIMBERLY NAPP P01390521 8605223111 2024 2025-03-06 01:10:19Z ANDREW KLIMKOSKI PO BOX 7030 BERLIN CT 06037 11449976 0 X WWW.ACHIEVEFINANCIALCU.COM X 1954 CT PROVIDE FINANCIAL SERVICES TO OUR MEMBERS. 7 7 39 0 31656 0 0 0 7742327 7679519 737670 712401 3536172 3058056 12016169 11449976 0 0 0 0 2822572 3143787 0 0 0 8290108 8014224 11112680 11158011 903489 291965 192475799 181973848 181359436 169819873 11116363 12153975 WE PROVIDE FINANCIAL SERVICES FOR OUR MEMBERS. 0 0 ORIGINATION AND MAINTENANCE OF MEMBERS' DEPOSIT ACCOUNTS ORIGINATION AND MAINTENANCE OF MEMBERS' LOAN ACCOUNTS PAYMENT OF INTEREST AND DIVIDENDS 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 2253 0 39 1 1 1 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 1 1 0 0 X ANDREW KLIMKOSKI 8608282790 279 NEW BRITAIN ROAD BERLIN CT 06037 THOMAS LANGDON DIRECTOR 1.00 X 0 0 0 JOHN STAIRS TREASURER/SECRETARY 1.00 X 0 0 0 WILLIAM ACKERMAN DIRECTOR 1.00 X 0 0 0 JOHN FREDERICKS CHAIRMAN 1.00 X 0 0 0 ELAINE RICHARDS DIRECTOR 1.00 X 0 0 0 DENE WELAGE VICE CHAIRMAN 1.00 X 0 0 0 JASON SMITH DIRECTOR 1.00 X 0 0 0 ANDREW KLIMKOSKI PRESIDENT/CEO 50.00 X 411199 0 35631 MELISSA D'AGOSTINO MEMBER EXPERIENCE OFFICER 50.00 X 138295 0 8202 BRIAN SCAVONE COO 50.00 X 202824 0 9607 SHAWN HONAN CFO THROUGH 11/29/2024 1.00 X 125461 0 0 ZACHARY PIPER NETWORK ENGINEER 1.00 X 102616 0 10482 980395 0 63922 5 0 1 0 0 LOAN INCOME 522100 7679519 7679519 7679519 712401 712401 MISCELLANEOUS INCOME 900099 3058056 3026400 31656 3058056 11449976 11418320 31656 0 980395 1676720 278050 208622 211406 6843 30105 191695 1720114 809764 410984 16683 1903302 448735 64153 LOAN PROCESSING EXPENSE 1099790 PROVISION FOR LOAN LOSS 1064477 MISCELLANEOUS EXPENSES 36173 11158011 2033548 2868900 6987610 11760214 273838 267273 3065756 3155125 130753283 118313524 1411653 1194463 11315610 5593282 6054328 5722328 38967569 35803940 2384037 2225439 544177 662642 192475799 181973848 1068907 1425015 10000000 10000000 8300000 315625 161990529 158079233 181359436 169819873 X 0 0 0 0 11116363 12153975 11116363 12153975 192475799 181973848 291965 745647 0 X 0 0 0 5900622 1077536 4823086 438697 425136 13561 4976291 4090610 885681 5722328 MEMBER SHARES 157704183 OTHER MISCELLANEOUS LIABILITIES 375050 158079233 X 1 0 X X X X 0 0 0 ANDREW KLIMKOSKI PRESIDENT/CEO 248077 0 37074 0 126048 0 13462 0 22169 0 446830 0 0 0 BRIAN SCAVONE COO 188842 0 13922 0 60 0 8696 0 911 0 212431 0 0 0 KLIMKOSKIANDREW J SERP X 74000 2325125 0 1 1 BUDNICKMARY W SERP X 86000 830000 0 1 1 3155125 FORM 990, PART VI, SECTION A, LINE 6 INDIVIDUALS MAINTAINING A MINIMUM DEPOSIT BALANCE WITH THE ORGANIZATION ARE CONSIDERED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS IN GOOD STANDING MAY VOTE FOR DIRECTORS AS TERMS EXPIRE. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO PREPARE AND REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REVIEWS THEIR CONFLICT OF INTEREST POLICY WITH DIRECTORS, OFFICERS AND KEY EMPLOYEES. ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES MUST SIGN AN AFFIRMATION INDICATING THAT THEY HAVE REVIEWED THE CONFLICT OF INTEREST POLICY AND THAT THEY HAVE NOT BEEN IN VIOLATION OF ANY OF THE SECTIONS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS DETERMINED BY A CEO EVALUATION COMMITTEE MADE UP OF DIRECTORS. THE COMMITTEE REVIEWS THE CEO'S PERFORMANCE PLAN AND USES EXTERNAL PEER DATA FOR COMPARABLE COMPENSATION. DOCUMENTATION IS KEPT WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO MEMBERS ON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED FOR VIEWING IN ALL PUBLIC SERVICE LOCATIONS.