Totals
- Total revenue
- $10,214,380
- Total expenses
- $2,052,864
- Contributions and grants received
- $8,042,255
- Grants paid
- $1,134,501
- Program service revenue
- $0
- Investment income
- $2,137,366
- Other revenue
- $34,759
- Total assets, end of year
- $71,410,536
- Total liabilities, end of year
- $530,844
- Net assets or fund balances, end of year
- $70,879,692
- Program services expenses (Part IX)
- $1,134,501
- Management and general expenses
- $138,849
- Fundraising expenses
- $779,514
- Program service expenses (Part III)
- $1,134,501
Program services were 55.3% 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.
-
1a · Federated campaigns
$88,562
-
1e · Government grants (contributions)
$95,000
-
1f · All other contributions, gifts and grants
$7,858,693
-
1g · Noncash contributions included above
$1,031,651
-
3 · Investment income
total $1,315,804 · excluded $1,315,804
-
7a · Gross sales of assets other than inventory
securities $4,558,308
-
7b · Less cost or other basis and sales expenses
securities $3,736,746
-
7c · Gain or loss
securities $821,562
-
7d · Net gain or loss
total $821,562 · excluded $821,562
-
8a · Fundraising events: gross income
$243,907
-
8b · Fundraising events: direct expenses
$209,338
-
8c · Net income from fundraising events
total $34,569 · excluded $34,569
-
11a · Other revenue: MISC. REVENUE
total $190 · excluded $190
-
11e · Other revenue, total
$190
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,134,501 · program services $1,134,501
-
7 · Other salaries and wages
total $292,877 · fundraising $292,877
-
8 · Pension plan contributions
total $5,585 · fundraising $5,585
-
9 · Other employee benefits
total $26,001 · fundraising $26,001
-
10 · Payroll taxes
total $22,241 · fundraising $22,241
-
11g · Fees: other
total $121,833 · fundraising $121,833
-
13 · Office expenses
total $5,322 · fundraising $5,322
-
14 · Information technology
total $5,532 · fundraising $5,532
-
16 · Occupancy
total $5,536 · fundraising $5,536
-
17 · Travel
total $1,897 · fundraising $1,897
-
23 · Insurance
total $1,195 · fundraising $1,195
-
24a · Other expenses: ADMIN ALLOCATION
total $138,849 · management and general $138,849
-
24b · Other expenses: BANK SERVICE FEES
total $116,488 · fundraising $116,488
-
24c · Other expenses: EXTERNAL SUPPORT
total $45,474 · fundraising $45,474
-
24d · Other expenses: PRINTING
total $35,544 · fundraising $35,544
-
24e · All other expenses
total $93,989 · fundraising $93,989
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $453,350 · end of year $1,310,267
-
2 · Savings and temporary cash investments
beginning of year $5,798,096 · end of year $10,699,346
-
3 · Pledges and grants receivable
end of year $2,511,864
-
4 · Accounts receivable
beginning of year $4,380
-
9 · Prepaid expenses and deferred charges
beginning of year $45 · end of year $689
-
11 · Investments: publicly traded securities
beginning of year $41,258,137 · end of year $45,743,140
-
15 · Other assets
beginning of year $9,976,979 · end of year $11,145,230
-
17 · Accounts payable and accrued expenses
beginning of year $35,127 · end of year $38,509
-
19 · Deferred revenue
beginning of year $8,193
-
25 · Other liabilities
beginning of year $532,767 · end of year $492,335
-
27 · Net assets without donor restrictions
beginning of year $52,427,406 · end of year $59,580,908
-
28 · Net assets with donor restrictions
beginning of year $4,487,494 · end of year $11,298,784
Mission and programs · 2024
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 $1,134,501 · Grants $1,134,501
As filed on the 2024 return.
Listed in Part VII
-
Meghan Gannon AndersonMEGHAN GANNON ANDERSON
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Stephan P Hubbard Clu ChfcSTEPHAN P HUBBARD CLU CHFC
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Leslie MalloyLESLIE MALLOY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Mary Lou GegickMARY LOU GEGICK
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
David TilstoneDAVID TILSTONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Holly HoffHOLLY HOFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jeffrey Hantz EsqJEFFREY HANTZ ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jerry GoodrickJERRY GOODRICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John HaynesJOHN HAYNES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Josh ScottJOSH SCOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Katherine McEvillyKATHERINE MCEVILLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly JacksonKIMBERLY JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lisa A Martinelli Ph D JD MaLISA A MARTINELLI PH D JD MA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steve Crane CFASTEVE CRANE CFA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ted MeyerTED MEYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Thomas M LeeTHOMAS M LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tina CalabroTINA CALABRO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tom BalzerTOM BALZER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Amy Dolan StranoAMY DOLAN STRANO
SR VP AND PRES ACHIEVA FT
- Total calculated
- $288,395
- From this org
- $0
- From related orgs
- $246,225
- Other
- $42,170
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $234,500 related
- Bonus
- $0 + $11,725 related
- Other
- $0
- Deferred
- $0 + $14,070 related
- Nontaxable benefits
- $0 + $28,100 related
- Filer's total
- $0 + $288,395 related
-
Amy GilliganAMY GILLIGAN
SR VP ACHIEVA RES, DIR FIN OPS
- Total calculated
- $61,709
- From this org
- $0
- From related orgs
- $58,039
- Other
- $3,670
- Hours/week
- 1 + 36.5 related
-
Court HowerCOURT HOWER
PRES ACHIEVA SUP, VP ACHIEVA
- Total calculated
- $175,136
- From this org
- $0
- From related orgs
- $154,875
- Other
- $20,261
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $145,733 related
- Bonus
- $0 + $9,142 related
- Other
- $0
- Deferred
- $0 + $2,551 related
- Nontaxable benefits
- $0 + $17,710 related
- Filer's total
- $0 + $175,136 related
-
Cynthia Short CPACYNTHIA SHORT CPA
TREASURER THROUGH FEB 25
- Total calculated
- $181,317
- From this org
- $0
- From related orgs
- $157,644
- Other
- $23,673
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $151,000 related
- Bonus
- $0 + $6,644 related
- Other
- $0
- Deferred
- $0 + $13,590 related
- Nontaxable benefits
- $0 + $10,083 related
- Filer's total
- $0 + $181,317 related
-
Gary HornerGARY HORNER
EX VP & CFO THROUGH MAR 24
- Total calculated
- $90,604
- From this org
- $0
- From related orgs
- $82,889
- Other
- $7,715
- Hours/week
- 1 + 36.5 related
-
Latoya WarrenLATOYA WARREN
EX VP & CFO, PRES ACHIEVA RES
- Total calculated
- $210,970
- From this org
- $0
- From related orgs
- $192,146
- Other
- $18,824
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $181,346 related
- Bonus
- $0 + $10,800 related
- Other
- $0
- Deferred
- $0 + $3,919 related
- Nontaxable benefits
- $0 + $14,905 related
- Filer's total
- $0 + $210,970 related
-
Luciana RandallLUCIANA RANDALL
PRES AUTISM CONNECTION OF PA
- Total calculated
- $139,928
- From this org
- $0
- From related orgs
- $120,710
- Other
- $19,218
- Hours/week
- 1 + 36.5 related
-
Mary HartleyMARY HARTLEY
PRES AGP
- Total calculated
- $142,605
- From this org
- $0
- From related orgs
- $123,902
- Other
- $18,703
- Hours/week
- 1 + 36.5 related
-
Nancy MurrayNANCY MURRAY
SR VP AND PRES AGP THROUGH FEB 24
- Total calculated
- $49,920
- From this org
- $0
- From related orgs
- $44,313
- Other
- $5,607
- Hours/week
- 1 + 36.5 related
-
Shayne RoosSHAYNE ROOS
EX VP AND PRES ACHIEVA SUP THROUGH JUN 24
- Total calculated
- $152,451
- From this org
- $0
- From related orgs
- $127,683
- Other
- $24,768
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $127,683 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $11,491 related
- Nontaxable benefits
- $0 + $13,277 related
- Filer's total
- $0 + $152,451 related
-
Stephen SuroviecSTEPHEN SUROVIEC
PRESIDENT AND CEO
- Total calculated
- $367,560
- From this org
- $0
- From related orgs
- $333,500
- Other
- $34,060
- Hours/week
- 1 + 36.5 related
Schedule J breakdown matched by us
- Base
- $0 + $308,500 related
- Bonus
- $0 + $25,000 related
- Other
- $0
- Deferred
- $0 + $12,577 related
- Nontaxable benefits
- $0 + $21,483 related
- Filer's total
- $0 + $367,560 related
-
David TinkerDAVID TINKER
VP ADVANCEMENT
- Total calculated
- $142,729
- From this org
- $118,865
- From related orgs
- $0
- Other
- $23,864
- 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
None.
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
-
$581,256
SUPPORT OF EXEMPT PURPOSE
-
$306,645
SUPPORT OF EXEMPT PURPOSE
-
$71,389
SUPPORT OF EXEMPT PURPOSE
-
$66,203
SUPPORT OF EXEMPT PURPOSE
-
$60,377
SUPPORT OF EXEMPT PURPOSE
-
$48,631
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
- 2024
- Filed
- 25 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202620849349301432
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