Totals
- Total revenue
- $3,184,406
- Total expenses
- $2,892,687
- Contributions and grants received
- $237,150
- Grants paid
- $0
- Program service revenue
- $2,924,629
- Investment income
- $0
- Other revenue
- $22,627
- Total assets, end of year
- $205,393,116
- Total liabilities, end of year
- $205,393,116
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $2,486,708
- Management and general expenses
- $377,276
- Fundraising expenses
- $28,703
- Program service expenses (Part III)
- $2,486,708
Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$225,839
-
1f · All other contributions, gifts and grants
$11,311
-
2a · Program service revenue: TRUST ADMIN FEES
total $2,779,565 · related or exempt $2,779,565
-
2b · Program service revenue: RESIDUAL MANAGEMENT
total $145,064 · related or exempt $145,064
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $22,627 · excluded $22,627
-
11e · Other revenue, total
$22,627
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $313,400 · program services $313,400
-
7 · Other salaries and wages
total $1,347,863 · program services $1,347,863
-
8 · Pension plan contributions
total $36,065 · program services $36,065
-
9 · Other employee benefits
total $221,106 · program services $221,106
-
10 · Payroll taxes
total $114,256 · program services $114,256
-
11b · Fees: legal
total $8,951 · program services $8,951
-
11g · Fees: other
total $32,612 · program services $32,612
-
13 · Office expenses
total $87,808 · program services $59,105 · fundraising $28,703
-
14 · Information technology
total $4,269 · program services $4,269
-
16 · Occupancy
total $23,586 · program services $23,586
-
17 · Travel
total $31,555 · program services $31,555
-
19 · Conferences, conventions and meetings
total $3,266 · program services $3,266
-
23 · Insurance
total $51,740 · program services $51,740
-
24a · Other expenses: ADMINISTRATIVE ALLOCATI
total $377,276 · management and general $377,276
-
24b · Other expenses: EXTERNAL SUPPORT
total $111,581 · program services $111,581
-
24c · Other expenses: PROMOTIONS
total $46,581 · program services $46,581
-
24e · All other expenses
total $80,772 · program services $80,772
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $512,189 · end of year $527,677
-
2 · Savings and temporary cash investments
beginning of year $8,979,206 · end of year $14,590,981
-
4 · Accounts receivable
beginning of year $45,504 · end of year $32,576
-
9 · Prepaid expenses and deferred charges
beginning of year $82,236 · end of year $125,446
-
10a · Land, buildings and equipment: cost or other basis
$32,348
-
10b · Land, buildings and equipment: accumulated depreciation
$16,770
-
10c · Land, buildings and equipment, net
beginning of year $22,024 · end of year $15,578
-
11 · Investments: publicly traded securities
beginning of year $174,230,036 · end of year $190,100,825
-
15 · Other assets
beginning of year $10,000 · end of year $33
-
17 · Accounts payable and accrued expenses
beginning of year $408,562 · end of year $303,505
-
21 · Escrow or custodial account liability
beginning of year $183,209,242 · end of year $204,691,806
-
23 · Secured mortgages and notes payable
beginning of year $22,024 · end of year $15,578
-
25 · Other liabilities
beginning of year $241,367 · end of year $382,227
Mission and programs · 2022
Mission
TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS.
-
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.
Expenses $2,486,708 · Revenue $2,924,629
As filed on the 2022 return.
Listed in Part VII
-
Kimberly JacksonKIMBERLY JACKSON
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jeffrey Hantz EsqJEFFREY HANTZ ESQ
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Mike DudkowskiMIKE DUDKOWSKI
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Holly HoffHOLLY HOFF
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rebecca Tyers BrownREBECCA TYERS BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Stephan P Hubbard Clu ChfcSTEPHAN P HUBBARD CLU CHFC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jennifer C Johnson EsqJENNIFER C JOHNSON ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike PearceMIKE PEARCE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg Fajt CPA EsqGREG FAJT CPA ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Hughes EsqELIZABETH HUGHES ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David GrafDAVID GRAF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James CalhounJAMES CALHOUN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Lantz CfacaiaJOSEPH LANTZ CFACAIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kelly LovatoKELLY LOVATO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Leslie MalloyLESLIE MALLOY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rob McDowellROB MCDOWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lee D MoffattLEE D MOFFATT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert Schweitzer EsqROBERT SCHWEITZER ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Stephen B Spolar EsqSTEPHEN B SPOLAR ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James WollJAMES WOLL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Beth FulenaBETH FULENA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Leeann FulenaLEEANN FULENA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Amy Dolan StranoAMY DOLAN STRANO
SR VP AND PRES ACHIEVA FT
- Total calculated
- $304,228
- From this org
- $227,565
- From related orgs
- $0
- Other
- $76,663
- Hours/week
- 36.5 + 1 related
Schedule J breakdown matched by us
- Base
- $218,190
- Bonus
- $9,375
- Other
- $0
- Deferred
- $28,195
- Nontaxable benefits
- $48,468
- Filer's total
- $304,228
-
Cynthia Short CPACYNTHIA SHORT CPA
TREASURER
- Total calculated
- $171,503
- From this org
- $0
- From related orgs
- $148,651
- Other
- $22,852
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $142,201 related
- Bonus
- $0 + $6,450 related
- Other
- $0
- Deferred
- $0 + $13,614 related
- Nontaxable benefits
- $0 + $9,238 related
- Filer's total
- $0 + $171,503 related
-
Gary HornerGARY HORNER
EX VP AND CFO
- Total calculated
- $318,609
- From this org
- $0
- From related orgs
- $281,489
- Other
- $37,120
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $269,339 related
- Bonus
- $0 + $12,150 related
- Other
- $0
- Deferred
- $0 + $25,606 related
- Nontaxable benefits
- $0 + $11,514 related
- Filer's total
- $0 + $318,609 related
-
Luciana RandallLUCIANA RANDALL
PRES AUTISM CONNECTION OF
- Total calculated
- $132,047
- From this org
- $0
- From related orgs
- $113,702
- Other
- $18,345
- Hours/week
- 1 + 36.5 related
-
Nancy MurraryNANCY MURRARY
SR VP AND PRES AGP
- Total calculated
- $226,696
- From this org
- $0
- From related orgs
- $176,162
- Other
- $50,534
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $168,062 related
- Bonus
- $0 + $8,100 related
- Other
- $0
- Deferred
- $0 + $32,004 related
- Nontaxable benefits
- $0 + $18,530 related
- Filer's total
- $0 + $226,696 related
-
Shayne RoosSHAYNE ROOS
SR VP AND PRES ACHIEVA SUP
- Total calculated
- $265,884
- From this org
- $0
- From related orgs
- $183,322
- Other
- $82,562
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $178,097 related
- Bonus
- $0 + $5,225 related
- Other
- $0
- Deferred
- $0 + $34,094 related
- Nontaxable benefits
- $0 + $48,468 related
- Filer's total
- $0 + $265,884 related
-
Stephen SuroviecSTEPHEN SUROVIEC
PRESIDENT AND CEO
- Total calculated
- $341,245
- From this org
- $0
- From related orgs
- $311,965
- Other
- $29,280
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $291,465 related
- Bonus
- $0 + $20,500 related
- Other
- $0
- Deferred
- $0 + $10,999 related
- Nontaxable benefits
- $0 + $18,281 related
- Filer's total
- $0 + $341,245 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · SERVICES TO INDIVIDUALS WITH DISABILITIES · PA
-
501(C)(3) · SERVICES TO INDIVIDUALS WITH DISABILITIES · PA
Directly controlled by ACHIEVA
-
501(C)(3) · SERVICES TO INDIVIDUALS WITH DISABILITIES · PA
Directly controlled by ACHIEVA
-
501(C)(3) · PROVIDE ADMINISTRATIVE SERVICES TO ACHIEVA CORPORATIONS · PA
Directly controlled by ACHIEVA
-
501(C)(3) · SUPPORT AND ADVOCACY TO PEOPLE WITH AUTISM AND THEIR FAMILIES · PA
Directly controlled by ACHIEVA
-
501(C)(3) · SERVICES TO INDIVIDUALS WITH DISABILITIES · PA
Directly controlled by ACHIEVA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 17 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431089349300803
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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