Achieve Financial Credit Union

Unknown organization based in Berlin, CT. 39 employees. Exempt under §501(c)(14).

MissionWE PROVIDE FINANCIAL SERVICES FOR OUR MEMBERS.

EIN
06-0696607
State
CT
Sector
Unknown
Budget band
$10M–$25M
Latest filing
TY 2024
Records
3 officers · 6 years

Financial snapshot · TY 2024

$11.4M
Total revenue
$11.2M
Total expenses
$182.0M
Net assets

Financial health · TY 2024

47
Moderate financial health
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
73
13.1 months of expenses
Program efficiency
0
Program expenses as % of total
Revenue diversity
88
Mix of program fees, grants & contributions

Leadership compensation

Andrew Klimkoski
PRESIDENT/CEO
$446,830
$212,431
Melissa D'agostino
MEMBER EXPERIENCE OFFICER
$146,497

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Achieve Financial Credit Union Executive Compensation | 990 Data | DoubleNine