2025-05-14T08:53:15-05:00 2024-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET - SUITE 600 PITTSBURGH PA 15212 990 2023-07-01 251505216 ACHIEVA ACHI 4129955000 711 BINGHAM STREET PITTSBURGH PA 15203 AMY GILLIGAN SVP ACHEIVA RES, DIR OF FIN OP 4129955000 2025-05-14 1 0 NATALIE CAPONI P01742735 4124715500 2023 2025-03-06 01:10:19Z STEPHEN SUROVIEC 711 BINGHAM STREET PITTSBURGH PA 15203 7267993 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 61 0 0 1061555 1158436 0 0 1986640 1175588 57944 52968 3106139 2386992 1295182 1305972 0 0 278663 315667 0 0 662996 338958 483581 1912803 2105220 1193336 281772 51716791 57490987 258066 576087 51458725 56914900 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 1305972 1305972 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. 1305972 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 0 0 0 0 0 1 1 0 0 0 1 141 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 AMY GILLIGAN 4129955000 711 BINGHAM STREET PITTSBURGH PA 15203 MARY LOU GEGICK CHAIR 1.00 1.00 X X 0 0 0 MEGHAN GANNON ANDERSON CHAIR ELECT 1.00 2.00 X X 0 0 0 JILLIAN F ZACKS ESQ VICE CHAIR 1.00 2.00 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 KATHERINE MCEVILLY TRUSTEE 1.00 X 0 0 0 AMY DOLAN STRANO SR VP AND PRES ACHIEVA FT 1.00 36.50 X 0 234974 37498 CYNTHIA SHORT CPA TREASURER 1.00 36.50 X 0 153417 22298 GARY HORNER EX VP & CFO THROUGH MAR 2024 1.00 36.50 X 0 288074 40996 LATOYA WARREN SR VP & CFO, PRES ACHIEVA RES STARTING MAR 2024 1.00 36.50 X 0 138408 17719 LUCIANA RANDALL PRES AUTISM CONNECTION OF 1.00 36.50 X 0 118787 12133 MARY HARTLEY PRES AGP STARTING FEB 2024 1.00 36.50 X 0 0 0 NANCY MURRAY SR VP AND PRES AGP THROUGH FEB 2024 1.00 36.50 X 0 180642 24482 SHAYNE ROOS EX VP AND PRES ACHIEVA SUP 1.00 36.50 X 0 188526 40282 STEPHEN SUROVIEC PRESIDENT AND CEO 1.00 36.50 X 0 322283 30072 DAVID TINKER VP ADVANCEMENT 37.50 X 117323 0 21138 117323 1625111 246618 1 0 1 0 0 1158436 22444 1158436 1216654 1216654 4566277 4607343 -41066 -41066 -41066 326616 273658 52958 52958 MISC. REVENUE 900099 10 10 10 2386992 0 0 1228556 1305972 1305972 244278 244278 9186 9186 42221 42221 19982 19982 8740 8740 9145 9145 4579 4579 3620 3620 ADMIN ALLOCATION 136252 136252 BANK SERVICE FEES 106232 106232 EXTERNAL SUPPORT 37988 37988 PRINTING 11147 11147 165878 165878 2105220 1305972 136252 662996 378261 453350 7648837 5798096 7225 4380 735 45 35143931 41258137 8537802 9976979 51716791 57490987 22092 35127 15991 8193 219983 532767 258066 576087 X 47303927 52427406 4154798 4487494 51458725 56914900 51716791 57490987 X 281772 4715931 458472 X X 0 1 X 1 0 X 1411985 1114788 1747270 1061555 1158436 6494034 1411985 1114788 1747270 1061555 1158436 6494034 2387845 4106189 598937 425528 555453 1064683 1216654 3861255 -1831 100161 50333 57944 52968 259575 10614864 0.38680 0.40260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2019 AMOUNT: $ -1,831. 2020 AMOUNT: $ 100,161. 2021 AMOUNT: $ 50,333. 2022 AMOUNT: $ 57,944. 2023 AMOUNT: $ 52,958. MISC - 2023 AMOUNT: $ 10. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33089555 616781 5283819 90508 38899647 29760796 24329 3386402 81972 33089555 23856281 10467727 -4497362 65850 29760796 16930468 2051097 4930906 56190 23856281 15647407 464614 862646 44199 16930468 0.95796 0.04204 0 0 0 RECEIVABLES FROM AFFILIATES 9976979 9976979 DUE TO AFFILIATES 532767 532767 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD TO GENERATE AVAILABLE INCOME TO SUPPORT ACHIEVA'S MISSION. AUCTION 173875 173875 138730 GOLF TOURNAMENT 92565 92565 77722 2 60176 60176 57206 326616 326616 273658 273658 52958 1 THE ARC OF GREATER PITTSBURGH 711 BINGHAM STREET PITTSBURGH PA 15203 251101644 501(C)(3) 604560 0 SUPPORT OF EXEMPT PURPOSE ACHIEVA SUPPORT 711 BINGHAM STREET PITTSBURGH PA 15203 251031932 501(C)(3) 434725 0 SUPPORT OF EXEMPT PURPOSE ACHIEVA RESOURCE 711 BINGHAM STREET PITTSBURGH PA 15203 251505214 501(C)(3) 34148 0 SUPPORT OF EXEMPT PURPOSE THE FAMILY TRUST 711 BINGHAM STREET PITTSBURGH PA 15203 232947828 501(C)(3) 127322 0 SUPPORT OF EXEMPT PURPOSE AUTISM CONNECTION OF PA 711 BINGHAM STREET PITTSBURGH PA 15203 251760214 501(C)(3) 50253 0 SUPPORT OF EXEMPT PURPOSE ARC ERIE COUNTY 711 BINGHAM STREET PITTSBURGH PA 15203 251051730 501(C)(3) 54964 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 300283 0 22000 0 0 0 12080 0 17992 0 352355 0 0 GARY HORNER EX VP & CFO THROUGH MAR 2024 0 276474 0 11600 0 0 0 25043 0 15953 0 329070 0 0 AMY DOLAN STRANO SR VP AND PRES ACHIEVA FT 0 224874 0 10100 0 0 0 13785 0 23713 0 272472 0 0 SHAYNE ROOS EX VP AND PRES ACHIEVA SUP 0 183276 0 5250 0 0 0 16673 0 23609 0 228808 0 0 NANCY MURRAY SR VP AND PRES AGP THROUGH FEB 2024 0 172992 0 7650 0 0 0 15637 0 8845 0 205124 0 0 CYNTHIA SHORT CPA TREASURER 0 146742 0 6675 0 0 0 13320 0 8978 0 175715 0 0 LATOYA WARREN SR VP & CFO, PRES ACHIEVA RES STARTI 0 131833 0 6575 0 0 0 4258 0 13461 0 156127 0 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 458,472. 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 434725 DOLLAR VALUE OF TRANSACTION THE ARC OF GREATER PITTSBURGH B 604560 DOLLAR VALUE OF TRANSACTION THE FAMILY TRUST B 127322 DOLLAR VALUE OF TRANSACTION THE FAMILY TRUST S 458472 DOLLAR VALUE OF TRANSACTION AUTISM CONNECTION OF PA B 50253 DOLLAR VALUE OF TRANSACTION ACHIEVA RESOURCE P 315667 DOLLAR VALUE OF TRANSACTION ACHIEVA RESOURCE M 136252 DOLLAR VALUE OF TRANSACTION ARC ERIE COUNTY B 54964 DOLLAR VALUE OF TRANSACTION