2025-05-14T08:55:34-05:00 2024-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET - SUITE 600 PITTSBURGH PA 15212 990 2023-07-01 232947828 THE FAMILY TRUST FAMI 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 ACHIEVA FAMILY TRUST AMY DOLAN STRANO 711 BINGHAM STREET PITTSBURGH PA 15203 3471627 0 X WWW.ACHIEVA.INFO;WWW.ACHIEVAFAMILYTRUST.ORG X 1998 PA TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS. 19 19 0 72 0 0 237150 127322 2924629 3323717 0 0 22627 20588 3184406 3471627 0 0 0 0 2032690 2175501 0 0 2100 859997 837654 2892687 3013155 291719 458472 205393116 257839370 205393116 257839370 0 0 TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS. 0 0 2630697 3323717 ACCOMPLISHMENTS- ESTABLISHED A MEDICAID QUALIFIED POOLED TRUST. SERVES AS CORPORATE TRUSTEE FOR POOLED, PAYBACK AND THIRD PARTY FUNDED SPECIAL NEEDS TRUSTS FOR INDIVIDUALS WITH DISABILITIES. THESE TRUSTS ENABLE INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES TO PROTECT ASSETS FOR THE BENEFIT OF AN INDIVIDUAL WITH A DISABILITY, WHILE STILL MAINTAINING ELIGIBILITY FOR ESSENTIAL MEANS-TESTED GOVERNMENT BENEFITS. ESTABLISHED A FUTURE PLANNING PROGRAM TO PROVIDE EDUCATIONAL RESOURCES TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES REGARDING TOPICS PERTAINING TO FUTURE PLANNING. STARTED A SPEAKER SERIES, MONTHLY NEWSLETTER AND DEVELOPED A FUTURE PLANNING GUIDE. ESTABLISHED A BENEFITS COUNSELING PROGRAM FOR PEOPLE WITH DISABILITIES AND THEIR FAMILIES THROUGHOUT PENNSYLVANIA. 2630697 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 X 19 19 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 KIMBERLY JACKSON CHAIR 1.00 1.00 X X 0 0 0 JEFFREY HANTZ ESQ CHAIR ELECT 1.00 X X 0 0 0 MIKE DUDKOWSKI VICE CHAIR 1.00 X X 0 0 0 HOLLY HOFF PAST CHAIR 1.00 1.00 X X 0 0 0 REBECCA TYERS BROWN TRUSTEE 1.00 X 0 0 0 STEPHAN P HUBBARD CLU CHFC TRUSTEE 1.00 1.00 X 0 0 0 GREG FAJT CPA ESQ TRUSTEE 1.00 X 0 0 0 ELIZABETH HUGHES ESQ TRUSTEE 1.00 X 0 0 0 DAVID GRAF TRUSTEE 1.00 X 0 0 0 JAMES CALHOUN TRUSTEE 1.00 X 0 0 0 JOSEPH LANTZ CFACAIA TRUSTEE 1.00 X 0 0 0 KELLY LOVATO TRUSTEE 1.00 X 0 0 0 LESLIE MALLOY TRUSTEE 1.00 1.00 X 0 0 0 ROB MCDOWELL TRUSTEE 1.00 X 0 0 0 LEE D MOFFATT TRUSTEE 1.00 X 0 0 0 ROBERT SCHWEITZER ESQ TRUSTEE 1.00 X 0 0 0 STEPHEN B SPOLAR ESQ TRUSTEE 1.00 X 0 0 0 JAMES WOLL TRUSTEE 1.00 X 0 0 0 BETH FULENA TRUSTEE 1.00 X 0 0 0 AMY DOLAN STRANO SR VP AND PRES ACHIEVA FT 36.50 1.00 X 234974 0 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 PA 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 234974 1390137 225480 1 0 1 0 0 127322 127322 TRUST ADMIN FEES 624100 3119311 3119311 RESIDUAL MANAGEMENT 624310 204406 204406 3323717 MISCELLANEOUS REVENUE 624100 20588 20588 20588 3471627 3323717 0 20588 281241 281241 1409404 1409404 56534 56534 309019 309019 119303 119303 650 650 45428 45428 72681 70581 2100 616 616 31373 31373 34860 34860 2094 2094 56744 56744 ADMINISTRATIVE ALLOCATI 380358 380358 EXTERNAL SUPPORT 94702 94702 PROMOTIONS 45217 45217 72931 72931 3013155 2630697 380358 2100 527677 919523 14590981 11276235 32576 13477 125446 137298 32348 22643 15578 9705 190100825 245476605 33 6527 205393116 257839370 303505 340137 204691806 256752840 15578 9705 382227 736688 205393116 257839370 X 0 0 205393116 257839370 X 458472 -458472 X X 0 1 X 1 0 X X 1 ACHIEVA 251505216 7 1 458472 0 1 458472 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 32348 22643 9705 9705 DUE TO AFFILIATES 736688 736688 3471627 0 3471627 0 3471627 3013155 0 3013155 0 3013155 PART IV, LINE 2B: THE FAMILY TRUST ACTS AS A TRUSTEE FOR TRUSTS FOR WHOM THE BENEFICIARY IS AN INDIVIDUAL WITH A DISABILITY AND PROVIDES ANCILLARY ASSISTANCE TO FAMILY MEMBERS. THE ESCROW LIABILITY REPRESENTS THOSE ASSETS HELD IN TRUST BY THE FAMILY TRUST. 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 224874 0 10100 0 0 0 13785 0 23713 0 272472 0 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 FAMILY TRUST DOES NOT PAY WAGES FROM ITS EIN. FAMILY TRUST EMPLOYEES ARE PAID FROM ACHIEVA RESOURCE, AN AFFILIATE OF FAMILY TRUST. FAMILY TRUST REIMBURSES ACHIEVA RESOURCE FOR THE WAGES PAID RELATED TO ITS EMPLOYEES. ACHIEVA 711 BINGHAM STREET PITTSBURGH PA 15203 251505216 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI N/A 0 ACHIEVA SUPPORT 711 BINGHAM STREET PITTSBURGH PA 15203 251031932 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI ACHIEVA 0 THE ARC OF GREATER PITTSBURGH 711 BINGHAM STREET PITTSBURGH PA 15203 251101644 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI ACHIEVA 0 ACHIEVA RESOURCE 711 BINGHAM STREET PITTSBURGH PA 15203 251505214 PROVIDE ADMINISTRATIVE SERVICES TO ACHIEVA CORPORATIONS PA 501(C)(3) 509(A)(3) ACHIEVA 0 AUTISM CONNECTION OF PA 711 BINGHAM STREET PITTSBURGH PA 15203 251760214 SUPPORT AND ADVOCACY TO PEOPLE WITH AUTISM AND THEIR FAMILIES PA 501(C)(3) 170B1AVI ACHIEVA 0 ARC ERIE COUNTY 711 BINGHAM STREET PITTSBURGH PA 15203 251051730 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI ACHIEVA 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 ACHIEVA C 127322 DOLLAR VALUE OF TRANSACTION ACHIEVA R 458472 DOLLAR VALUE OF TRANSACTION ACHIEVA RESOURCE M 380358 DOLLAR VALUE OF TRANSACTION ACHIEVA RESOURCE P 2175501 DOLLAR VALUE OF TRANSACTION