ACHIEVA (EIN 251505216) - 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

STEPHEN SUROVIEC

Phone

4129955000

Tax Period

2024-07-01 to 2025-06-30

ACHIEVA, founded in 1986, is a mid-sized nonprofit in the Health Care sector that reported $10.2M in total revenue in fiscal year 2024. Revenue surged 328% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.2M, a strong 80% operating margin.

Mission

THE PRIMARY PURPOSE OF ACHIEVA IS TO COORDINATE AND MANAGE THE SERVICES AND OPERATIONS OF THE ACHIEVA FAMILY OF ORGANIZATIONS AS WELL AS TO RAISE AND DISTRIBUTE PRIVATE CONTRIBUTIONS TO PROMOTE THE WELFARE OF INDIVIDUALS WITH DISABILITIES.

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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 $8,042,255

Program Service Revenue $0

Investment Income $2,137,366

Other Revenue $34,759

TOTAL REVENUE $10,214,380

Expense Breakdown

Grants Paid $1,134,501

Salaries & Benefits $346,704

Fundraising Expenses $779,514

Program Expenses $1,134,501

Other Expenses $571,659

TOTAL EXPENSES $2,052,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,214,380	$2,386,992	+3.3%
Expenses	$2,052,864	$2,105,220	0.0%
Net Income	$8,161,516	$281,772	+28.0%

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

N/A

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
DAVID TILSTONE	TRUSTEE	1.00	Director	$0	$0	$0
HOLLY HOFF	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY HANTZ ESQ	TRUSTEE	1.00	Director	$0	$0	$0
JERRY GOODRICK	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HAYNES	TRUSTEE	1.00	Director	$0	$0	$0
JOSH SCOTT	TRUSTEE	1.00	Director	$0	$0	$0
KATHERINE MCEVILLY	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
LISA A MARTINELLI PH D JD MA	TRUSTEE	1.00	Director	$0	$0	$0
STEVE CRANE CFA	TRUSTEE	1.00	Director	$0	$0	$0
TED MEYER	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS M LEE	TRUSTEE	1.00	Director	$0	$0	$0
TINA CALABRO	TRUSTEE	1.00	Director	$0	$0	$0
TOM BALZER	TRUSTEE	1.00	Director	$0	$0	$0
AMY DOLAN STRANO	SR VP AND PRES ACHIEVA FT	1.00	Officer	$0	$42,170	$288,395
AMY GILLIGAN	SR VP ACHIEVA RES, DIR FIN OPS	1.00	Officer	$0	$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	1.00	Officer	$0	$23,673	$181,317
GARY HORNER	EX VP & CFO THROUGH MAR 24	1.00	Officer	$0	$7,715	$90,604
LATOYA WARREN	EX VP & CFO, PRES ACHIEVA RES	1.00	Officer	$0	$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	1.00	Officer	$0	$34,060	$367,560
DAVID TINKER	VP ADVANCEMENT	37.50	Highest	$118,865	$23,864	$142,729

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	$10,214,380	$2,052,864	$71,410,536	$8,161,516
2024	$2,386,992	$2,105,220	$57,490,987	$281,772
2023	$3,106,139	$1,912,803	$51,716,791	$1,193,336
2022	$2,583,167	$1,778,709	$46,084,841	$804,458
2021	$1,853,128	$1,780,582	$49,095,357	$72,546
2020	$2,535,846	$1,442,623	$42,988,959	$1,093,223
2019	$2,704,048	$1,352,333	$35,224,440	$1,351,715
2018	$2,349,606	$1,722,236	$31,263,268	$627,370

ACHIEVA