2026-03-25T16:48:30-05:00 2025-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET - SUITE 600 PITTSBURGH PA 15212 990 2024-07-01 232947828 THE FAMILY TRUST FAMI 4129955000 711 BINGHAM STREET PITTSBURGH PA 15203 AMY GILLIGAN SVP ACHIEVA RES, DIR OF FIN OP 4129955000 2026-03-25 1 0 NATALIE CAPONI P01742735 4124715500 2024 2025-03-06 01:10:19Z ACHIEVA FAMILY TRUST AMY DOLAN STRANO 711 BINGHAM STREET PITTSBURGH PA 15203 4258604 0 X WWW.ACHIEVA.INFO;WWW.ACHIEVAFAMILYTRUST.ORG X 1998 PA TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS. 20 20 0 91 0 0 127322 208325 3323717 4035622 0 0 20588 14657 3471627 4258604 0 0 0 0 2175501 2432613 0 0 24058 837654 910866 3013155 3343479 458472 915125 257839370 332233196 257839370 332027451 0 205745 TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS. 0 0 2885459 4035622 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. 2885459 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 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X AMY GILLIGAN 4129955000 711 BINGHAM STREET PITTSBURGH PA 15203 JEFFREY HANTZ ESQ CHAIR 1.00 1.00 X X 0 0 0 MIKE DUDKOWSKI CHAIR ELECT 1.00 0.00 X X 0 0 0 JAMES CALHOUN VICE CHAIR 1.00 0.00 X X 0 0 0 KIMBERLY JACKSON IMMEDLIATE PAST CHAIR 1.00 1.00 X X 0 0 0 BETH FULENA TRUSTEE 1.00 0.00 X 0 0 0 DAVID GRAF TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH HUGHES ESQ TRUSTEE 1.00 0.00 X 0 0 0 GENEVIEVE DUPONT ESQ TRUSTEE 1.00 0.00 X 0 0 0 GREG FAJT CPA ESQ TRUSTEE 1.00 0.00 X 0 0 0 HOLLY HOFF TRUSTEE 1.00 1.00 X 0 0 0 JACKLYN STOUGHTON ESQ TRUSTEE 1.00 0.00 X 0 0 0 JAMES WOLL TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH LANTZ CFA CAIA TRUSTEE 1.00 0.00 X 0 0 0 KELLY LOVATO TRUSTEE 1.00 0.00 X 0 0 0 LEE D MOFFATT TRUSTEE 1.00 0.00 X 0 0 0 LESLIE MALLOY TRUSTEE 1.00 2.00 X 0 0 0 MICHAEL T SHERRY TRUSTEE 1.00 0.00 X 0 0 0 NATALIE TAYLOR TRUSTEE 1.00 0.00 X 0 0 0 SHIMA RASAPOUR TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN B SPOLAR ESQ TRUSTEE 1.00 0.00 X 0 0 0 AMY DOLAN STRANO ESQ SR VP AND PRES ACHIEVA FT 36.50 1.00 X 246225 0 42170 AMY GILLIGAN SR VP ACHIEVA RES, DIR FIN OPS 1.00 36.50 X 0 58039 3670 COURT HOWER PRES ACHIEVA SUP, VP ACHIEVA 1.00 36.50 X 0 154875 20261 CYNTHIA SHORT CPA TREASURER THROUGH FEB 25 1.00 36.50 X 0 157644 23673 GARY HORNER EX VP & CFO THROUGH MAR 24 1.00 36.50 X 0 82889 7715 LATOYA WARREN EX VP & CFO, PRES ACHIEVA RES 1.00 36.50 X 0 192146 18824 LUCIANA RANDALL PRES AUTISM CONNECTION OF PA 1.00 36.50 X 0 120710 19218 MARY HARTLEY PRES AGP 1.00 36.50 X 0 123902 18703 NANCY MURRAY SR VP AND PRES AGP THROUGH FEB 24 1.00 36.50 X 0 44313 5607 SHAYNE ROOS EX VP AND PRES ACHIEVA SUP THROUGH JUN 24 1.00 36.50 X 0 127683 24768 STEPHEN SUROVIEC PRESIDENT AND CEO 1.00 36.50 X 0 333500 34060 JACQUELYN CONNELL VICE PRESIDENT FAMILY TRUST 37.50 X 113684 0 15506 359909 1395701 234175 2 0 1 0 0 20833 71389 116103 208325 TRUST ADMIN FEES 624100 3829877 3829877 RESIDUAL MANAGEMENT 624310 205745 205745 4035622 MISCELLANEOUS REVENUE 624100 14657 14657 14657 4258604 4035622 0 14657 293219 293219 1628555 1628555 55186 55186 310175 310175 145478 145478 579 579 5448 5448 96002 71944 24058 41339 41339 30757 30757 3500 3500 42815 42815 ADMINISTRATIVE ALLOCATI 433962 433962 EXTERNAL SUPPORT 154055 154055 PROMOTIONS 44088 44088 PURCHASED PERSONNEL SER 12318 12318 46003 46003 3343479 2885459 433962 24058 919523 1380356 11276235 17071893 13477 49840 137298 122205 32348 29494 9705 2854 245476605 313606048 6527 257839370 332233196 340137 265855 256752840 330677941 9705 2854 736688 1080801 257839370 332027451 X 205745 0 205745 257839370 332233196 X 915125 -709380 X X 0 1 X 1 0 X X 1 ACHIEVA 251505216 7 1 709380 0 1 709380 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 29494 2854 2854 DUE TO AFFILIATES 1080801 1080801 4258604 0 4258604 0 4258604 3343479 0 3343479 0 3343479 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 308500 0 25000 0 0 0 12577 0 21483 0 367560 0 0 AMY DOLAN STRANO ESQ SR VP AND PRES ACHIEVA FT 234500 0 11725 0 0 0 14070 0 28100 0 288395 0 0 0 LATOYA WARREN EX VP & CFO, PRES ACHIEVA RES 0 181346 0 10800 0 0 0 3919 0 14905 0 210970 0 0 CYNTHIA SHORT CPA TREASURER THROUGH FEB 25 0 151000 0 6644 0 0 0 13590 0 10083 0 181317 0 0 COURT HOWER PRES ACHIEVA SUP, VP ACHIEVA 0 145733 0 9142 0 0 0 2551 0 17710 0 175136 0 0 SHAYNE ROOS EX VP AND PRES ACHIEVA SUP THROUGH J 0 127683 0 0 0 0 0 11491 0 13277 0 152451 0 0 PART I, LINE 3 THE EXECUTIVE AND COMPENSATION COMMITTEE OF ACHIEVA (A RELATED ORGANIZATION) UTILIZED INFORMATION FROM FOUR SALARY SURVEYS AND BENCHMARKING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS TO DETERMINE COMPENSATION. THE 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 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 -709,380. 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 71389 DOLLAR VALUE OF TRANSACTION ACHIEVA R 709380 DOLLAR VALUE OF TRANSACTION ACHIEVA RESOURCE M 433962 DOLLAR VALUE OF TRANSACTION ACHIEVA RESOURCE P 2432613 DOLLAR VALUE OF TRANSACTION