2024-04-17T07:42:58-05:00 2023-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET - SUITE 600 PITTSBURGH PA 15212 990 2022-07-01 251031932 ACHIEVA SUPPORT ACHI 4129955000 711 BINGHAM STREET PITTSBURGH PA 15203 CYNTHIA SHORT TREASURER 4129955000 2024-04-17 1 CYNTHIA SHORT 999009999 0 NATALIE CAPONI P01742735 4124715500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHAYNE ROOS 711 BINGHAM STREET PITTSBURGH PA 15203 39670476 0 X WWW.ACHIEVA.INFO X 1956 PA TO PROVIDE SERVICES AND SUPPORTS TO CHILDREN WITH DEVELOPMENTAL DELAYS OR DISABILITIES AND ADULTS WITH DISABILITIES. 12 12 685 12 0 0 600277 281183 35810050 34118426 0 1979414 751445 700103 37161772 37079126 0 0 0 0 23631815 23587571 0 0 6563 12292230 12091471 35924045 35679042 1237727 1400084 18447797 20144349 9266468 11631839 9181329 8512510 TO PROVIDE SERVICES AND SUPPORTS TO CHILDREN WITH DEVELOPMENTAL DELAYS OR DISABILITIES AND ADULTS WITH DISABILITIES. 0 0 29751193 34118426 PROVIDE EARLY INTERVENTION SERVICES AND ASSESSMENTS TO CHILDREN WITH DEVELOPMENT DELAYS OR DISABILITIES (0-3 YEARS OF AGE) AND THEIR FAMILIES. PROVIDE SERVICES AND SUPPORTS TO ADULTS WITH DISABILITIES AND THEIR FAMILIES INCLUDING RESIDENTIAL, HOME AND COMMUNITY SUPPORTS AND EMPLOYMENT SUPPORTS. 606823 565239 PROVIDES TRAINING AND SUPPORT TO PEOPLE WITH DISABILITIES WORKING IN ACHIEVA SUPPORT'S BUSINESS OPERATIONS INCLUDING PALLET MANUFACTURING AND CLEANING AND JANITORIAL. 30358016 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 685 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X CYNTHIA L SHORT 4129955000 711 BINGHAM STREET PITTSBURGH PA 15203 JOSH SCOTT CHAIR 1.00 1.00 X X 0 0 0 JERRY GOODRICK CHAIR ELECT 1.00 X X 0 0 0 JOANNE CHRISTOPHER VICE CHAIR 1.00 X X 0 0 0 THOMAS M LEE IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 JOHN S LYNCH TRUSTEE 1.00 X 0 0 0 NANCY HILL TRUSTEE 1.00 X 0 0 0 MEGHAN GANNON ANDERSON TRUSTEE 1.00 X 0 0 0 ANTOINETTE LUCHINI ESQ TRUSTEE 1.00 X 0 0 0 JOSEPH G PICCINI CPM TRUSTEE 1.00 X 0 0 0 DAVID TILSTONE TRUSTEE 1.00 1.00 X 0 0 0 TESS WILSON TRUSTEE 1.00 X 0 0 0 GARY SCALISE TRUSTEE 1.00 X 0 0 0 AMY DOLAN STRANO SR VP AND PRES ACHIEVA FT 1.00 36.50 X 0 227565 76663 CYNTHIA SHORT CPA TREASURER 1.00 36.50 X 0 148651 22852 GARY HORNER EX VP AND CFO 1.00 36.50 X 0 281489 37120 LUCIANA RANDALL PRES AUTISM CONNECTION OF 1.00 36.50 X 0 113702 18345 NANCY MURRARY SR VP AND PRES AGP 1.00 36.50 X 0 176162 50534 SHAYNE ROOS SR VP AND PRES ACHIEVA SUP 36.50 1.00 X 183322 0 82562 STEPHEN SUROVIEC PRESIDENT AND CEO 1.00 36.50 X 0 311965 29280 MAE BUCKLEY PROGRAM SPECIALIST ACHIEVA SUPPORT 37.50 X 130777 0 13063 SHARI MASTERS PROGRAM SPECIALIST ACHIEVA SUPPORT 37.50 X 121921 0 24918 AUTUMN SCOTT PROGRAM SPECIALIST ACHIEVA SUPPORT 37.50 X 121574 0 22819 TERIA AUMAN PROGRAM SPECIALIST ACHIEVA SUPPORT 37.50 X 110966 0 25104 BRITTANY SENIOR PROGRAM SPECIALIST ACHIEVA SUPPORT 37.50 X 105154 0 12944 773714 1259534 416204 6 0 1 0 RIVER SPEECH & ED SERVICES INC 3209 WATERFORD CT PITTSBURGH PA 15238 OCCUPATIONAL, SPEECH, & DEV THERAPIES 395865 COMFORT KEEPERS 1382 OLD FREEPORT ROAD SUITE 2AR PITTSBURGH PA 15238 STAFFING SERVICES 208256 RELIAS LLC PO BOX 74008620 CHICAGO IL 60674 TRAININGS 177031 BEHAVIOR AND LEARNING SUPPORTS 390 LAKEWOOD ROAD GREENSBURG PA 15601 BEHAVIORAL SUPPORTS 122813 ERIC JERPE MED 908 GLENOVER PLACE PITTSBURGH PA 15215 VISION THERAPY 118170 7 279781 1402 281183 AGREEMENTS W/ GOVT AGENCY 624100 33277114 33277114 ROOM AND BOARD 624200 841312 841312 34118426 30572 30572 2565452 616610 1948842 1948842 1948842 2539979 1974740 565239 565239 MISCELLANEOUS 624100 134864 134864 134864 37079126 34683665 0 2114278 271084 271084 18057136 18057136 609404 609404 3149314 3149314 1500633 1500633 41821 41821 262564 256001 6563 22904 22904 733887 733887 219375 219375 572612 162821 409791 125864 125864 ADMIN ALLOCATION 4867112 4867112 CONTRACTED SERVICES 2640216 2640216 PROGRAM SUPPLIES 836587 836587 MAINTENANCE, RENTAL, & 570206 570206 1198323 1160763 37560 35679042 30358016 5314463 6563 680249 947189 3682825 5289194 4020161 2911772 181890 157260 99342 421659 16805932 7959859 9730892 8846073 52438 1571202 18447797 20144349 1705220 778466 915266 942209 549563 333563 6096419 9577601 9266468 11631839 X 9181329 8512510 9181329 8512510 18447797 20144349 X 1400084 -2068903 X X 0 1 X 1 0 X 506997 773399 1598016 600277 281183 3759872 506997 773399 1598016 600277 281183 3759872 3759872 30572 30572 63801 132256 635665 214795 134864 1181381 4971825 186160047 0.75620 0.78090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 63,801. 2019 AMOUNT: $ 132,256. 2020 AMOUNT: $ 635,665. 2021 AMOUNT: $ 214,795. 2022 AMOUNT: $ 134,864. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6781127 754562 6026565 6073628 3866889 2206739 3951177 3338408 612769 8846073 OPERATING LEASE RIGHT-OF-USE ASSETS 1571202 1571202 DUE TO AFFILIATES 7982394 OPERATING LEASE LIABILITY 1595207 9577601 39053866 1974740 1974740 37079126 0 37079126 37653782 1974740 1974740 35679042 0 35679042 PART IV, LINE 2B: ACHIEVA SUPPORT ACTS AS A REPRESENTATIVE PAYEE FOR PEOPLE WITH DISABILITIES. THE LIABILITY REPRESENTS THOSE ASSETS HELD BY ACHIEVA SUPPORT. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,974,740. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,974,740. X X X X X X 0 0 0 0 0 0 0 0 0 STEPHEN SUROVIEC PRESIDENT AND CEO 0 291465 0 20500 0 0 0 10999 0 18281 0 341245 0 0 GARY HORNER EX VP AND CFO 0 269339 0 12150 0 0 0 25606 0 11514 0 318609 0 0 AMY DOLAN STRANO SR VP AND PRES ACHIEVA FT 0 218190 0 9375 0 0 0 28195 0 48468 0 304228 0 0 SHAYNE ROOS SR VP AND PRES ACHIEVA SUP 178097 0 5225 0 0 0 34094 0 48468 0 265884 0 0 0 NANCY MURRARY SR VP AND PRES AGP 0 168062 0 8100 0 0 0 32004 0 18530 0 226696 0 0 CYNTHIA SHORT CPA TREASURER 0 142201 0 6450 0 0 0 13614 0 9238 0 171503 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY SENIOR STAFF AND THEN WITH THE EXTERNAL AUDIT FIRM. THE FORM 990 IS THEN MADE AVAILABLE TO THE AUDIT COMMITTEE AND THE BOARD. THE CORPORATE AUDIT IS PRESENTED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY REQUIRES THAT ALL CONFLICTS AND POSSIBLE CONFLICTS BE DISCLOSED. THE DEVELOPMENT DEPARTMENT IS RESPONSIBLE FOR COLLECTING AND MAINTAINING CONFLICT OF INTEREST FORMS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES IS DONE THROUGH A DEFINED PROCESS. THOSE WITH EMPLOYMENT AGREEMENTS ARE REVIEWED AND APPROVED THROUGH THE EXECUTIVE AND COMPENSATION COMMITTEE OF ACHIEVA AND INVITED INDIVIDUALS WITH EXPERTISE IN COMPENSATION MATTERS. INFORMATION FROM FOUR SALARY SURVEYS AND BENCHMARKING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS ARE USED TO DETERMINE COMPENSATION. THE EXECUTIVE AND COMPENSATION COMMITTEE REVIEWS AND THEN APPROVES THE AMOUNT, LENGTH AND PARAMETERS OF ALL EMPLOYMENT AGREEMENTS AND REPORTS ANY ACTIONS TO THE ACHIEVA BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS -2,068,903. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ACHIEVA 711 BINGHAM STREET PITTSBURGH PA 15203 251505216 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI N/A 0 THE FAMILY TRUST 711 BINGHAM STREET PITTSBURGH PA 15203 232947828 ACTS AS TRUSTEE AND PROVIDES ASSISTANCE TO DISABLED PERSONS PA 501(C)(3) 170B1AVI ACHIEVA 0 ACHIEVA RESOURCE 711 BINGHAM STREET PITTSBURGH PA 15203 251505214 PROVIDE ADMINISTRATIVE SERVICES TO ACHIEVA CORPORATIONS PA 501(C)(3) 509(A)(3) ACHIEVA 0 THE ARC OF GREATER PITTSBURGH 711 BINGHAM STREET PITTSBURGH PA 15203 251101644 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI ACHIEVA 0 AUTISM CONNECTION OF PA 711 BINGHAM STREET PITTSBURGH PA 15203 251760214 SUPPORT AND ADVOCACY TO PEOPLE WITH AUTISM AND THEIR FAMILIES PA 501(C)(3) 170B1AVI ACHIEVA 0 ARC ERIE COUNTY 711 BINGHAM STREET PITTSBURGH PA 15203 251051730 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI ACHIEVA 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 ACHIEVA RESOURCE M 4867112 DOLLAR VALUE OF TRANSACTION ACHIEVA C 279781 DOLLAR VALUE OF TRANSACTION ACHIEVA R 2068903 DOLLAR VALUE OF TRANSACTION