2024-07-03T09:04:02-05:00 2023-12-31 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990 2023-01-01 060696607 ACHIEVE FINANCIAL CREDIT UNION ACHI 8608282790 PO BOX 7030 BERLIN CT 06037 ANDREW KLIMKOSKI PRESIDENT/CEO 8608282790 2024-07-01 1 ANDREW KLIMKOSKI 999009999 1 KIMBERLY NAPP P01390521 8605223111 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ANDREW KLIMKOSKI PO BOX 7030 BERLIN CT 06037 12016169 0 X WWW.ACHIEVEFINANCIALCU.COM X 1954 CT PROVIDE FINANCIAL SERVICES TO OUR MEMBERS. 7 7 36 0 30212 0 0 0 5831922 7742327 804005 737670 3657799 3536172 10293726 12016169 0 0 0 0 3007173 2822572 0 0 0 5293582 8290108 8300755 11112680 1992971 903489 183250727 192475799 173932195 181359436 9318532 11116363 WE PROVIDE FINANCIAL SERVICES FOR OUR MEMBERS. 0 0 ORIGINATION AND MAINTENANCE OF MEMBERS' DEPOSIT ACCOUNTS ORIGINATION AND MAINTENANCE OF MEMBERS' LOAN ACCOUNTS PAYMENT OF INTEREST AND DIVIDENDS 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 2875 0 36 1 1 1 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 1 1 0 0 X ANDREW KLIMKOSKI 8608282790 279 NEW BRITAIN ROAD BERLIN CT 06037 THOMAS LANGDON DIRECTOR 1.00 X 0 0 0 JOHN STAIRS TREASURER/SECRETARY 1.00 X 0 0 0 WILLIAM ACKERMAN DIRECTOR 1.00 X 0 0 0 JOHN FREDERICKS CHAIRMAN 1.00 X 0 0 0 ELAINE RICHARDS DIRECTOR 1.00 X 0 0 0 DENE WELAGE VICE CHAIRMAN 1.00 X 0 0 0 JASON SMITH DIRECTOR 1.00 X 0 0 0 ANDREW KLIMKOSKI PRESIDENT/CEO 50.00 X 289116 0 28524 MATTHEW YUSSMAN CFO THROUGH 5/5/2023 50.00 X 86853 0 2695 KAREN HAYES DIRECTOR OF HUMAN RESOURCES 50.00 X 101013 0 4300 MELISSA D'AGOSTINO MEMBER EXPERIENCE OFFICER 50.00 X 137599 0 5950 BRIAN SCAVONE COO 50.00 X 202697 0 8519 817278 0 49988 4 0 1 0 0 LOAN INCOME 522100 7742327 7742327 7742327 737670 737670 MISCELLANEOUS INCOME 900099 3536172 3505960 30212 3536172 12016169 11985957 30212 0 738202 1626073 269435 188862 132025 12000 34420 218033 1813215 699684 395928 33581 2161964 418257 72640 LOAN PROCESSING EXPENSE 1086737 PROVISION FOR LOAN LOSS 920575 MISCELLANEOUS EXPENSES 291049 11112680 4470927 2033548 8994056 6987610 118278 273838 3262875 3065756 116289493 130753283 1023608 1411653 11196841 5142513 5533649 6054328 41029302 38967569 1947638 2384037 580901 544177 183250727 192475799 1548895 1068907 10000000 7123576 8300000 165259724 161990529 173932195 181359436 X 0 0 0 0 9318532 11116363 9318532 11116363 183250727 192475799 903489 894342 0 X 0 0 0 5900622 944477 4956145 422033 418933 3100 4874186 3779103 1095083 6054328 MEMBER SHARES 156495125 OTHER MISCELLANEOUS LIABILITIES 5495404 161990529 X 1 0 X X X X 0 0 0 ANDREW KLIMKOSKI PRESIDENT/CEO 210423 0 38459 0 40234 0 10495 0 18029 0 317640 0 0 0 BRIAN SCAVONE COO 177491 0 25146 0 60 0 7802 0 717 0 211216 0 0 0 KLIMKOSKIANDREW J SERP X 74000 2235756 0 1 1 BUDNICKMARY W SERP X 86000 830000 0 1 1 3065756 FORM 990, PART VI, SECTION A, LINE 6 INDIVIDUALS MAINTAINING A MINIMUM DEPOSIT BALANCE WITH THE ORGANIZATION ARE CONSIDERED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS IN GOOD STANDING MAY VOTE FOR DIRECTORS AS TERMS EXPIRE. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO PREPARE AND REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REVIEWS THEIR CONFLICT OF INTEREST POLICY WITH DIRECTORS, OFFICERS AND KEY EMPLOYEES. ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES MUST SIGN AN AFFIRMATION INDICATING THAT THEY HAVE REVIEWED THE CONFLICT OF INTEREST POLICY AND THAT THEY HAVE NOT BEEN IN VIOLATION OF ANY OF THE SECTIONS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS DETERMINED BY A CEO EVALUATION COMMITTEE MADE UP OF DIRECTORS. THE COMMITTEE REVIEWS THE CEO'S PERFORMANCE PLAN AND USES EXTERNAL PEER DATA FOR COMPARABLE COMPENSATION. DOCUMENTATION IS KEPT WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO MEMBERS ON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED FOR VIEWING IN ALL PUBLIC SERVICE LOCATIONS.