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The Family Trust

Achieva Family Trust

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 232947828 ✦ Pittsburgh, PA ✦ Designated as a 501(c)(3)

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Overview

What is The Family Trust?

The Family Trust, also known as Achieva Family Trust, is a nonprofit organization situated in Pittsburgh, Pennsylvania. Its primary mission is to assist individuals with disabilities and their families in planning for their future needs. They have established a Medicaid-qualified pooled trust, serving as the corporate trustee for various types of special needs trusts, including pooled, payback, and third-party funded trusts. These trusts enable individuals with disabilities to protect their assets while maintaining eligibility for essential means-tested government benefits. In addition to this, The Family Trust has implemented a Future Planning Program, providing educational resources to individuals with disabilities and their families on future planning topics. They have also initiated a Speaker Series, a monthly newsletter, and developed a Future Planning Guide to further support their mission. The organization's activities and mission are both focused on empowering individuals with disabilities and their families to plan for their future needs effectively.


Official website here: www.achieva.info;www.achievafamilytrust.org

Is The Family Trust legitimate?

The Family Trust is a legitimate nonprofit organization registered as a 501(c)(3) entity. The Family Trust submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $293,115
Professional Fundraising Fees: $0
Other Salaries and Wages: $1,296,298

For more financial information, click here


Official website here: www.achieva.info;www.achievafamilytrust.org

What is the mission statement of The Family Trust?

The Family Trust's mission is centered around assisting individuals with disabilities and their families in planning for their future needs. They accomplish this by establishing various trusts, such as Medicaid-qualified pooled trusts, serving as a corporate trustee for pooled, payback, and third-party funded special needs trusts. These trusts enable individuals with disabilities and their families to protect their assets while maintaining eligibility for essential means-tested government benefits. The organization also offers a future planning program, providing educational resources on topics related to future planning. Additionally, they have initiated a speaker series, a monthly newsletter, and developed a future planning guide, furthering their mission to support individuals with disabilities and their families.


Official website here: www.achieva.info;www.achievafamilytrust.org

Who is the CEO of The Family Trust?

Amy Dolan Strano is the Sr Vp And Pres Achieva Ft of The Family Trust. The CEO's salary of The Family Trust is $0 and their total compensation is $330,538.


Official website here: www.achieva.info;www.achievafamilytrust.org

What is the revenue of The Family Trust?

The Family Trust's revenue in 2022 was $3,226,626.


Official website here: www.achieva.info;www.achievafamilytrust.org

Who are the executives of The Family Trust and what are their salaries?

There 33 volunteers at The Family Trust.


Here are 26 key members and their salaries (The Family Trust's CEO's salary is $0 and their total compensation is $330,538):


Holly Hoff (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Leeann A Fulena Esq (Chair Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kimberly Jackson (Vice Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stephan P Hubbard Clu Chfc (Past Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rebecca Tyers Brown (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mike Dudkowski (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Greg Fajt (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Beth Fulena (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Graf (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeffrey Hantz Esq (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jennifer C Johnson Esq (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joseph Lantz (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kelly Lovato (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Leslie Malloy (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rob Mcdowell (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mike Pearce (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robert Schweitzer Esq (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stephen B Spolar Esq (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
James Woll (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nancy Murrary (Sr Vp And Pres Agp)
  • Compensation: $0
  • Related: $172,568
  • Other: $46,698
Gary Horner (Ex Vp And Cfo)
  • Compensation: $0
  • Related: $276,811
  • Other: $32,471
Cynthia Short Cpa (Treasurer)
  • Compensation: $0
  • Related: $146,469
  • Other: $21,048
Stephen Suroviec (President And Ceo)
  • Compensation: $0
  • Related: $305,340
  • Other: $25,198
Amy Dolan Strano (Sr Vp And Pres Achieva Ft)
  • Compensation: $223,382
  • Related: $0
  • Other: $69,790
Shayne Roos (Sr Vp And Pres Achieva Sup)
  • Compensation: $0
  • Related: $181,617
  • Other: $75,538
Luciana Randall (Pres Autism Connection Of)
  • Compensation: $0
  • Related: $112,241
  • Other: $11,322


Official website here: www.achieva.info;www.achievafamilytrust.org

Where can I find the form 990 for The Family Trust?

The Family Trust's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.achieva.info;www.achievafamilytrust.org

Learn more at the official website: www.achieva.info;www.achievafamilytrust.org

Mission Statement of The Family Trust

The Family Trust, as an organization, is dedicated to assisting individuals with disabilities and their families in planning for their future needs. Its mission is to provide the necessary tools and resources for these individuals to safeguard their assets while maintaining eligibility for essential means-tested government benefits. This approach allows individuals with disabilities to benefit from trusts, such as Medicaid-qualified pooled trusts, payback, and third-party funded special needs trusts, thereby protecting their financial well-being. In addition to its trust services, The Family Trust has also established a Future Planning Program, offering educational resources to individuals with disabilities and their families on various topics related to future planning. To further support its mission, The Family Trust has initiated a speaker series, monthly newsletter, and developed a Future Planning Guide, providing comprehensive and easily accessible information to its beneficiaries.

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Impact




October, 2024

The Family Trust plays a pivotal role in supporting individuals with disabilities and their families in navigating complex future planning needs. By establishing a Medicaid-qualified pooled trust, the organization enables families to protect their assets while ensuring eligibility for crucial means-tested government benefits. This dual approach empowers individuals with disabilities to enhance their quality of life without the fear of jeopardizing their access to essential services.

In addition to trust management, The Family Trust offers a comprehensive future planning program that equips families with vital educational resources. Through initiatives such as a speaker series, monthly newsletters, and a detailed future planning guide, the organization fosters informed decision-making among families and individuals. These resources not only provide insights into financial and legal aspects but also address emotional and social considerations essential for holistic future planning.

By addressing both financial management and educational needs, The Family Trust significantly impacts the lives of individuals with disabilities, ensuring they and their families can plan effectively for a secure future. The organization thus serves as a crucial partner in building sustainable pathways for individuals to thrive.




This information is meant to be a general summary of The Family Trust. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$3,226,626 (2022)
Expenses
$2,985,259 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Program Service Revenue: $3,052,861
  • Gross Receipts: $3,226,626

Assets and Liabilities:

  • Total Assets: $183,881,195
  • Total Liabilities: $183,881,195
  • Net Assets: $0

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

TRUST ADMIN FEES

Revenue

$2,947,247

RESIDUAL MANAGEMENT

Revenue

$105,614

Organization Details

Founding Year

1998

Principal Officer

Amy Dolan Strano

Main Address

711 BINGHAM STREET, PITTSBURGH, PA, 15203

NTEE Category

Code: E800 - Health

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