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Nonprofiteer
← ACHIEVA

Form 990 for tax year 2023

Filed by ACHIEVA.

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 Gegick

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Meghan Gannon Anderson

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Jillian F Zacks Esq

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Chaz Kellem

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Tom Balzer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Dr Nina Butler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Michael L Dever Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Steve Crane CFA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Kimberly Jackson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Gary Grysiak

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • John Haynes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Holly Hoff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Stephan P Hubbard Clu Chfc

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Thomas M Lee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lisa A Martinelli Phdjdma

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Leslie Malloy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • David Tilstone

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Mary D Richter CPA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Josh Scott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Rob Unkovic

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ted Meyer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jennifer Modell Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Katherine McEvilly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Amy 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 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 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 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 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 Hartley

    PRES AGP STARTING FEB 2024

    Total calculated
    $0
    Hours/week
    1 + 36.5 related
  • Nancy 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 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 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 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

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.

  • THE FAMILY TRUST

    501(C)(3) · ACTS AS TRUSTEE AND PROVIDES ASSISTANCE TO DISABLED PERSONS · PA · controlled entity

    Directly controlled by ACHIEVA

  • ACHIEVA RESOURCE

    501(C)(3) · PROVIDE ADMINISTRATIVE SERVICES TO ACHIEVA CORPORATIONS · PA · controlled entity

    Directly controlled by ACHIEVA

  • ACHIEVA SUPPORT

    501(C)(3) · SERVICES TO INDIVIDUALS WITH DISABILITIES · PA · controlled entity

    Directly controlled by ACHIEVA

  • THE ARC OF GREATER PITTSBURGH

    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

  • ARC ERIE COUNTY

    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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