ACHIEVA RESOURCE (EIN 251505214) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

LATOYA WARREN

Phone

4129955000

Tax Period

2024-07-01 to 2025-06-30

ACHIEVA RESOURCE, founded in 1986, is a community nonprofit in the Health Care sector that reported $5.9M in total revenue in fiscal year 2024.

Mission

ACHIEVA RESOURCE PROVIDES ADMINISTRATIVE SUPPORT AND SERVICES TO THE ACHIEVA FAMILY OF ORGANIZATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $306,645

Program Service Revenue $5,543,764

Investment Income $41,759

Other Revenue $9,383

TOTAL REVENUE $5,901,551

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,199,450

Fundraising Expenses $25,883

Program Expenses $6,063,324

Other Expenses $2,889,757

TOTAL EXPENSES $6,089,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,901,551	$5,506,038	+0.1%
Expenses	$6,089,207	$5,504,076	+0.1%
Net Income	$-187,656	$1,962	-96.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

118

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,860,595

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGHAN GANNON ANDERSON	CHAIR	1.00	Officer Director	$0	$0	$0
STEPHAN P HUBBARD CLU CHFC	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
LESLIE MALLOY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARY LOU GEGICK	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
AMY DOLAN STRANO	SR VP AND PRES ACHIEVA FT	36.50	Officer	$0	$42,170	$288,395
AMY GILLIGAN	SR VP ACHIEVA RES, DIR FIN OPS	36.50	Officer	$58,039	$3,670	$61,709
COURT HOWER	PRES ACHIEVA SUP, VP ACHIEVA	1.00	Officer	$0	$20,261	$175,136
CYNTHIA SHORT CPA	TREASURER THROUGH FEB 25	36.50	Officer	$157,644	$23,673	$181,317
GARY HORNER	EX VP & CFO THROUGH MAR 24	36.50	Officer	$82,889	$7,715	$90,604
LATOYA WARREN	EX VP & CFO, PRES ACHIEVA RES	36.50	Officer	$192,146	$18,824	$210,970
LUCIANA RANDALL	PRES AUTISM CONNECTION OF PA	1.00	Officer	$0	$19,218	$139,928
MARY HARTLEY	PRES AGP	1.00	Officer	$0	$18,703	$142,605
NANCY MURRAY	SR VP AND PRES AGP THROUGH FEB 24	1.00	Officer	$0	$5,607	$49,920
SHAYNE ROOS	EX VP AND PRES ACHIEVA SUP THROUGH JUN 24	1.00	Officer	$0	$24,768	$152,451
STEPHEN SUROVIEC	PRESIDENT AND CEO	36.50	Officer	$333,500	$34,060	$367,560
MARSHA TURNER	VP HUMAN RESOURCES	37.50	Highest	$114,730	$19,374	$134,104
TIMOTHY CHALUS	VP FACILITIES	37.50	Highest	$106,998	$29,877	$136,875

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,901,551	$6,089,207	$311,366	$-187,656
2024	No data	No data	No data	No data
2023	$5,559,240	$5,561,449	$873,614	$-2,209
2022	$5,678,993	$5,678,993	$804,881	No data
2021	$5,551,215	$5,550,850	$738,355	$365
2020	$4,963,613	$4,963,613	$661,854	No data
2019	$4,886,502	$4,886,502	$559,174	No data
2018	$4,842,767	$4,842,767	$463,251	No data

ACHIEVA RESOURCE