Form 990 for tax year 2023

Totals

Total revenue

$3,471,627

Total expenses

$3,013,155

Contributions and grants received

$127,322

Grants paid

$0

Program service revenue

$3,323,717

Investment income

$0

Other revenue

$20,588

Total assets, end of year

$257,839,370

Total liabilities, end of year

$257,839,370

Net assets or fund balances, end of year

$0

Program services expenses (Part IX)

$2,630,697

Management and general expenses

$380,358

Fundraising expenses

$2,100

Program service expenses (Part III)

$2,630,697

Program services were 87.3% 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.

Mission and programs · 2023

• 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 $2,630,697 · Revenue $3,323,717

As filed on the 2023 return.

Listed in Part VII

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

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.

• ACHIEVA

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

• ACHIEVA SUPPORT

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

  Directly controlled by ACHIEVA

• THE ARC OF GREATER PITTSBURGH

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

  Directly controlled by ACHIEVA

• ACHIEVA RESOURCE

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

  Directly controlled by ACHIEVA

• AUTISM CONNECTION OF PA

  501(C)(3) · SUPPORT AND ADVOCACY TO PEOPLE WITH AUTISM AND THEIR FAMILIES · PA

  Directly controlled by ACHIEVA

• ARC ERIE COUNTY

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

  Directly controlled by ACHIEVA

Provenance

Return type

form_990

Tax year

2023

Filed

14 May 2025

IRS schema version

2023v6.0

Source object

202531349349302433

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