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Nonprofiteer
← ACHIEVA

Form 990 for tax year 2022

Filed by ACHIEVA.

Totals

Total revenue
$3,106,139
Total expenses
$1,912,803
Contributions and grants received
$1,061,555
Grants paid
$1,295,182
Program service revenue
$0
Investment income
$1,986,640
Other revenue
$57,944
Total assets, end of year
$51,716,791
Total liabilities, end of year
$258,066
Net assets or fund balances, end of year
$51,458,725
Program services expenses (Part IX)
$1,295,182
Management and general expenses
$88,316
Fundraising expenses
$529,305
Program service expenses (Part III)
$1,295,182

Program services were 67.7% 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

    $1,061,555

  • 1g · Noncash contributions included above

    $38,842

  • 3 · Investment income

    total $1,064,683 · excluded $1,064,683

  • 7a · Gross sales of assets other than inventory

    securities $15,553,556

  • 7b · Less cost or other basis and sales expenses

    securities $14,631,599

  • 7c · Gain or loss

    securities $921,957

  • 7d · Net gain or loss

    total $921,957 · excluded $921,957

  • 8a · Fundraising events: gross income

    $248,973

  • 8b · Fundraising events: direct expenses

    $191,029

  • 8c · Net income from fundraising events

    total $57,944 · excluded $57,944

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,295,182 · program services $1,295,182

  • 7 · Other salaries and wages

    total $217,765 · fundraising $217,765

  • 8 · Pension plan contributions

    total $7,670 · fundraising $7,670

  • 9 · Other employee benefits

    total $35,257 · fundraising $35,257

  • 10 · Payroll taxes

    total $17,971 · fundraising $17,971

  • 13 · Office expenses

    total $5,668 · fundraising $5,668

  • 14 · Information technology

    total $3,450 · fundraising $3,450

  • 16 · Occupancy

    total $4,651 · fundraising $4,651

  • 17 · Travel

    total $2,370 · fundraising $2,370

  • 23 · Insurance

    total $1,207 · fundraising $1,207

  • 24a · Other expenses: BANK SERVICE FEES

    total $95,618 · fundraising $95,618

  • 24b · Other expenses: ADMIN ALLOCATION

    total $88,316 · management and general $88,316

  • 24c · Other expenses: LUNCHEON & DINNERS

    total $54,287 · fundraising $54,287

  • 24d · Other expenses: PRINTING

    total $19,152 · fundraising $19,152

  • 24e · All other expenses

    total $64,239 · fundraising $64,239

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,133,242 · end of year $378,261

  • 2 · Savings and temporary cash investments

    beginning of year $2,459,192 · end of year $7,648,837

  • 4 · Accounts receivable

    end of year $7,225

  • 9 · Prepaid expenses and deferred charges

    beginning of year $150 · end of year $735

  • 11 · Investments: publicly traded securities

    beginning of year $31,609,932 · end of year $35,143,931

  • 15 · Other assets

    beginning of year $5,882,325 · end of year $8,537,802

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,620 · end of year $22,092

  • 19 · Deferred revenue

    beginning of year $1,675 · end of year $15,991

  • 25 · Other liabilities

    beginning of year $133,214 · end of year $219,983

  • 27 · Net assets without donor restrictions

    beginning of year $41,939,608 · end of year $47,303,927

  • 28 · Net assets with donor restrictions

    beginning of year $4,001,724 · end of year $4,154,798

Mission and programs · 2022

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 $1,295,182 · Grants $1,295,182

As filed on the 2022 return.

Listed in Part VII

  • Mary Lou Gegick

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jeremy Shapira

    CHAIR ELECT

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

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 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
  • Leeann Fulena Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Amy Dolan Strano

    SR VP AND PRES ACHIEVA FT

    Total calculated
    $304,228
    From this org
    $0
    From related orgs
    $227,565
    Other
    $76,663
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,190 related
    Bonus
    $0 + $9,375 related
    Other
    $0
    Deferred
    $0 + $28,195 related
    Nontaxable benefits
    $0 + $48,468 related
    Filer's total
    $0 + $304,228 related
  • Cynthia 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 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 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 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 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 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
  • David Tinker

    VP ADVANCEMENT

    Total calculated
    $140,315
    From this org
    $113,587
    From related orgs
    $0
    Other
    $26,728
    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
2022
Filed
17 April 2024
IRS schema version
2022v5.0
Source object
202441089349300109

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