Totals
- Total revenue
- $2,386,992
- Total expenses
- $2,105,220
- Contributions and grants received
- $1,158,436
- Grants paid
- $1,305,972
- Program service revenue
- $0
- Investment income
- $1,175,588
- Other revenue
- $52,968
- Total assets, end of year
- $57,490,987
- Total liabilities, end of year
- $576,087
- Net assets or fund balances, end of year
- $56,914,900
- Program services expenses (Part IX)
- $1,305,972
- Management and general expenses
- $136,252
- Fundraising expenses
- $662,996
- Program service expenses (Part III)
- $1,305,972
Program services were 62.0% 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.
-
1f · All other contributions, gifts and grants
$1,158,436
-
1g · Noncash contributions included above
$22,444
-
3 · Investment income
total $1,216,654 · excluded $1,216,654
-
7a · Gross sales of assets other than inventory
securities $4,566,277
-
7b · Less cost or other basis and sales expenses
securities $4,607,343
-
7c · Gain or loss
securities -$41,066
-
7d · Net gain or loss
total -$41,066 · excluded -$41,066
-
8a · Fundraising events: gross income
$326,616
-
8b · Fundraising events: direct expenses
$273,658
-
8c · Net income from fundraising events
total $52,958 · excluded $52,958
-
11a · Other revenue: MISC. REVENUE
total $10 · excluded $10
-
11e · Other revenue, total
$10
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,305,972 · program services $1,305,972
-
7 · Other salaries and wages
total $244,278 · fundraising $244,278
-
8 · Pension plan contributions
total $9,186 · fundraising $9,186
-
9 · Other employee benefits
total $42,221 · fundraising $42,221
-
10 · Payroll taxes
total $19,982 · fundraising $19,982
-
13 · Office expenses
total $8,740 · fundraising $8,740
-
14 · Information technology
total $9,145 · fundraising $9,145
-
16 · Occupancy
total $4,579 · fundraising $4,579
-
17 · Travel
total $3,620 · fundraising $3,620
-
24a · Other expenses: ADMIN ALLOCATION
total $136,252 · management and general $136,252
-
24b · Other expenses: BANK SERVICE FEES
total $106,232 · fundraising $106,232
-
24c · Other expenses: EXTERNAL SUPPORT
total $37,988 · fundraising $37,988
-
24d · Other expenses: PRINTING
total $11,147 · fundraising $11,147
-
24e · All other expenses
total $165,878 · fundraising $165,878
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $378,261 · end of year $453,350
-
2 · Savings and temporary cash investments
beginning of year $7,648,837 · end of year $5,798,096
-
4 · Accounts receivable
beginning of year $7,225 · end of year $4,380
-
9 · Prepaid expenses and deferred charges
beginning of year $735 · end of year $45
-
11 · Investments: publicly traded securities
beginning of year $35,143,931 · end of year $41,258,137
-
15 · Other assets
beginning of year $8,537,802 · end of year $9,976,979
-
17 · Accounts payable and accrued expenses
beginning of year $22,092 · end of year $35,127
-
19 · Deferred revenue
beginning of year $15,991 · end of year $8,193
-
25 · Other liabilities
beginning of year $219,983 · end of year $532,767
-
27 · Net assets without donor restrictions
beginning of year $47,303,927 · end of year $52,427,406
-
28 · Net assets with donor restrictions
beginning of year $4,154,798 · end of year $4,487,494
Mission and programs · 2023
Mission
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.
Activities or mission (Part I)
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.
-
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.
Expenses $1,305,972 · Grants $1,305,972
As filed on the 2023 return.
Listed in Part VII
-
Mary Lou GegickMARY LOU GEGICK
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Meghan Gannon AndersonMEGHAN GANNON ANDERSON
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jillian F Zacks EsqJILLIAN F ZACKS ESQ
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Chaz KellemCHAZ KELLEM
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tom BalzerTOM BALZER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dr Nina ButlerDR NINA BUTLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael L Dever EsqMICHAEL L DEVER ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steve Crane CFASTEVE CRANE CFA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kimberly JacksonKIMBERLY JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Gary GrysiakGARY GRYSIAK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John HaynesJOHN HAYNES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Holly HoffHOLLY HOFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Stephan P Hubbard Clu ChfcSTEPHAN P HUBBARD CLU CHFC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Thomas M LeeTHOMAS M LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lisa A Martinelli PhdjdmaLISA A MARTINELLI PHDJDMA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Leslie MalloyLESLIE MALLOY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
David TilstoneDAVID TILSTONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mary D Richter CPAMARY D RICHTER CPA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Josh ScottJOSH SCOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rob UnkovicROB UNKOVIC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ted MeyerTED MEYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jennifer Modell EsqJENNIFER MODELL ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Katherine McEvillyKATHERINE MCEVILLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Amy Dolan StranoAMY DOLAN STRANO
SR VP AND PRES ACHIEVA FT
- Total calculated
- $272,472
- From this org
- $0
- From related orgs
- $234,974
- Other
- $37,498
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $224,874 related
- Bonus
- $0 + $10,100 related
- Other
- $0
- Deferred
- $0 + $13,785 related
- Nontaxable benefits
- $0 + $23,713 related
- Filer's total
- $0 + $272,472 related
-
Cynthia Short CPACYNTHIA SHORT CPA
TREASURER
- Total calculated
- $175,715
- From this org
- $0
- From related orgs
- $153,417
- Other
- $22,298
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $146,742 related
- Bonus
- $0 + $6,675 related
- Other
- $0
- Deferred
- $0 + $13,320 related
- Nontaxable benefits
- $0 + $8,978 related
- Filer's total
- $0 + $175,715 related
-
Gary HornerGARY HORNER
EX VP & CFO THROUGH MAR 2024
- Total calculated
- $329,070
- From this org
- $0
- From related orgs
- $288,074
- Other
- $40,996
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $276,474 related
- Bonus
- $0 + $11,600 related
- Other
- $0
- Deferred
- $0 + $25,043 related
- Nontaxable benefits
- $0 + $15,953 related
- Filer's total
- $0 + $329,070 related
-
Latoya WarrenLATOYA WARREN
SR VP & CFO, PRES ACHIEVA RES STARTING MAR 2024
- Total calculated
- $156,127
- From this org
- $0
- From related orgs
- $138,408
- Other
- $17,719
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $131,833 related
- Bonus
- $0 + $6,575 related
- Other
- $0
- Deferred
- $0 + $4,258 related
- Nontaxable benefits
- $0 + $13,461 related
- Filer's total
- $0 + $156,127 related
-
Luciana RandallLUCIANA RANDALL
PRES AUTISM CONNECTION OF
- Total calculated
- $130,920
- From this org
- $0
- From related orgs
- $118,787
- Other
- $12,133
- Hours/week
- 1 + 36.5 related
-
Mary HartleyMARY HARTLEY
PRES AGP STARTING FEB 2024
- Total calculated
- $0
- Hours/week
- 1 + 36.5 related
-
Nancy MurrayNANCY MURRAY
SR VP AND PRES AGP THROUGH FEB 2024
- Total calculated
- $205,124
- From this org
- $0
- From related orgs
- $180,642
- Other
- $24,482
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $172,992 related
- Bonus
- $0 + $7,650 related
- Other
- $0
- Deferred
- $0 + $15,637 related
- Nontaxable benefits
- $0 + $8,845 related
- Filer's total
- $0 + $205,124 related
-
Shayne RoosSHAYNE ROOS
EX VP AND PRES ACHIEVA SUP
- Total calculated
- $228,808
- From this org
- $0
- From related orgs
- $188,526
- Other
- $40,282
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $183,276 related
- Bonus
- $0 + $5,250 related
- Other
- $0
- Deferred
- $0 + $16,673 related
- Nontaxable benefits
- $0 + $23,609 related
- Filer's total
- $0 + $228,808 related
-
Stephen SuroviecSTEPHEN SUROVIEC
PRESIDENT AND CEO
- Total calculated
- $352,355
- From this org
- $0
- From related orgs
- $322,283
- Other
- $30,072
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $300,283 related
- Bonus
- $0 + $22,000 related
- Other
- $0
- Deferred
- $0 + $12,080 related
- Nontaxable benefits
- $0 + $17,992 related
- Filer's total
- $0 + $352,355 related
-
David TinkerDAVID TINKER
VP ADVANCEMENT
- Total calculated
- $138,461
- From this org
- $117,323
- From related orgs
- $0
- Other
- $21,138
- Hours/week
- 37.5
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
-
$604,560
SUPPORT OF EXEMPT PURPOSE
-
$434,725
SUPPORT OF EXEMPT PURPOSE
-
$127,322
SUPPORT OF EXEMPT PURPOSE
-
$54,964
SUPPORT OF EXEMPT PURPOSE
-
$50,253
SUPPORT OF EXEMPT PURPOSE
-
$34,148
SUPPORT OF EXEMPT PURPOSE
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) · ACTS AS TRUSTEE AND PROVIDES ASSISTANCE TO DISABLED PERSONS · PA · controlled entity
Directly controlled by ACHIEVA
-
501(C)(3) · PROVIDE ADMINISTRATIVE SERVICES TO ACHIEVA CORPORATIONS · PA · controlled entity
Directly controlled by ACHIEVA
-
501(C)(3) · SERVICES TO INDIVIDUALS WITH DISABILITIES · PA · controlled entity
Directly controlled by ACHIEVA
-
501(C)(3) · SERVICES TO INDIVIDUALS WITH DISABILITIES · PA · controlled entity
Directly controlled by ACHIEVA
-
AUTISM CONNECTION OF PA
501(C)(3) · SUPPORT AND ADVOCACY TO PEOPLE WITH AUTISM AND THEIR FAMILIES · PA · controlled entity
Directly controlled by ACHIEVA
-
501(C)(3) · SERVICES TO INDIVIDUALS WITH DISABILITIES · PA · controlled entity
Directly controlled by ACHIEVA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501349349302270
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