2024-04-17T07:37:54-05:00 2023-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET - SUITE 600 PITTSBURGH PA 15212 990 2022-07-01 232947828 THE FAMILY TRUST FAMI 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 ACHIEVA FAMILY TRUST AMY DOLAN STRANO 711 BINGHAM STREET PITTSBURGH PA 15203 3184406 0 X WWW.ACHIEVA.INFO;WWW.ACHIEVAFAMILYTRUST.ORG X 1998 PA TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS. 22 22 0 55 0 0 160007 237150 3052861 2924629 0 0 13758 22627 3226626 3184406 0 0 0 0 1957968 2032690 0 0 28703 1027291 859997 2985259 2892687 241367 291719 183881195 205393116 183881195 205393116 0 0 TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS. 0 0 2486708 2924629 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. 2486708 1 1 0 0 0 0 0 0 1 0 1 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 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 KIMBERLY JACKSON CHAIR 1.00 1.00 X X 0 0 0 JEFFREY HANTZ ESQ CHAIR ELECT 1.00 X X 0 0 0 MIKE DUDKOWSKI VICE CHAIR 1.00 X X 0 0 0 HOLLY HOFF PAST CHAIR 1.00 1.00 X X 0 0 0 REBECCA TYERS BROWN TRUSTEE 1.00 X 0 0 0 STEPHAN P HUBBARD CLU CHFC TRUSTEE 1.00 1.00 X 0 0 0 JENNIFER C JOHNSON ESQ TRUSTEE 1.00 X 0 0 0 MIKE PEARCE TRUSTEE 1.00 X 0 0 0 GREG FAJT CPA ESQ TRUSTEE 1.00 X 0 0 0 ELIZABETH HUGHES ESQ TRUSTEE 1.00 X 0 0 0 DAVID GRAF TRUSTEE 1.00 X 0 0 0 JAMES CALHOUN TRUSTEE 1.00 X 0 0 0 JOSEPH LANTZ CFACAIA TRUSTEE 1.00 X 0 0 0 KELLY LOVATO TRUSTEE 1.00 X 0 0 0 LESLIE MALLOY TRUSTEE 1.00 1.00 X 0 0 0 ROB MCDOWELL TRUSTEE 1.00 X 0 0 0 LEE D MOFFATT TRUSTEE 1.00 X 0 0 0 ROBERT SCHWEITZER ESQ TRUSTEE 1.00 X 0 0 0 STEPHEN B SPOLAR ESQ TRUSTEE 1.00 X 0 0 0 JAMES WOLL TRUSTEE 1.00 X 0 0 0 BETH FULENA TRUSTEE 1.00 X 0 0 0 LEEANN FULENA TRUSTEE 1.00 X 0 0 0 AMY DOLAN STRANO SR VP AND PRES ACHIEVA FT 36.50 1.00 X 227565 0 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 1.00 36.50 X 0 183322 82562 STEPHEN SUROVIEC PRESIDENT AND CEO 1.00 36.50 X 0 311965 29280 227565 1215291 317356 1 0 1 0 0 225839 11311 237150 TRUST ADMIN FEES 624100 2779565 2779565 RESIDUAL MANAGEMENT 624310 145064 145064 2924629 MISCELLANEOUS REVENUE 624100 22627 22627 22627 3184406 2924629 0 22627 313400 313400 1347863 1347863 36065 36065 221106 221106 114256 114256 8951 8951 32612 32612 87808 59105 28703 4269 4269 23586 23586 31555 31555 3266 3266 51740 51740 ADMINISTRATIVE ALLOCATI 377276 377276 EXTERNAL SUPPORT 111581 111581 PROMOTIONS 46581 46581 80772 80772 2892687 2486708 377276 28703 512189 527677 8979206 14590981 45504 32576 82236 125446 32348 16770 22024 15578 174230036 190100825 10000 33 183881195 205393116 408562 303505 183209242 204691806 22024 15578 241367 382227 183881195 205393116 X 0 0 183881195 205393116 X 291719 -291719 X X 0 1 X 1 0 X X 1 ACHIEVA 251505216 7 1 291719 0 1 291719 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 32348 16770 15578 15578 DUE TO AFFILIATES 382227 382227 3184406 0 3184406 0 3184406 2892687 0 2892687 0 2892687 PART IV, LINE 2B: THE FAMILY TRUST ACTS AS A TRUSTEE FOR TRUSTS FOR WHOM THE BENEFICIARY IS AN INDIVIDUAL WITH A DISABILITY AND PROVIDES ANCILLARY ASSISTANCE TO FAMILY MEMBERS. THE ESCROW LIABILITY REPRESENTS THOSE ASSETS HELD IN TRUST BY THE FAMILY TRUST. 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 218190 0 9375 0 0 0 28195 0 48468 0 304228 0 0 0 SHAYNE ROOS SR VP AND PRES ACHIEVA SUP 0 178097 0 5225 0 0 0 34094 0 48468 0 265884 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 -291,719. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART V, LINE 2A ZERO EMPLOYEES ARE REPORTED AS FAMILY TRUST DOES NOT PAY WAGES FROM ITS EIN. FAMILY TRUST EMPLOYEES ARE PAID FROM ACHIEVA RESOURCE, AN AFFILIATE OF FAMILY TRUST. FAMILY TRUST REIMBURSES ACHIEVA RESOURCE FOR THE WAGES PAID RELATED TO ITS EMPLOYEES. ACHIEVA 711 BINGHAM STREET PITTSBURGH PA 15203 251505216 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI N/A 0 ACHIEVA SUPPORT 711 BINGHAM STREET PITTSBURGH PA 15203 251031932 SERVICES TO INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 170B1AVI 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 ACHIEVA RESOURCE 711 BINGHAM STREET PITTSBURGH PA 15203 251505214 PROVIDE ADMINISTRATIVE SERVICES TO ACHIEVA CORPORATIONS PA 501(C)(3) 509(A)(3) 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 1 0 1 1 1 0 ACHIEVA C 225839 DOLLAR VALUE OF TRANSACTION ACHIEVA R 291719 DOLLAR VALUE OF TRANSACTION ACHIEVA RESOURCE M 377276 DOLLAR VALUE OF TRANSACTION ACHIEVA RESOURCE P 2032690 DOLLAR VALUE OF TRANSACTION