Nonprofit · EIN 23-2947828
FAMILY TRUST
Also known as ACHIEVA FAMILY TRUST
Tax-exempt · PITTSBURGH, PA 15203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,258,604 | $3,343,479 | $915,125 | $332,233,196 | $332,027,451 | $205,745 |
| June 30, 2024 | 990 | $3,471,627 | $3,013,155 | $458,472 | $257,839,370 | $257,839,370 | $0 |
| June 30, 2023 | 990 | $3,184,406 | $2,892,687 | $291,719 | $205,393,116 | $205,393,116 | $0 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $208,325
- Program service revenue
- $4,035,622
- Investment income
- $0
- Other revenue
- $14,657
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $293,219
- Other salaries and wages
- $1,628,555
- Salaries, compensation and benefits (total)
- $2,432,613
- Professional fundraising fees
- $0
- Legal fees
- $579
- Occupancy
- $41,339
- Travel
- $30,757
- Program services (functional)
- $2,885,459
- Management and general (functional)
- $433,962
- Fundraising (functional)
- $24,058
Balance sheet and other
- Total assets, start of year
- $257,839,370
- Total assets, end of year
- $332,233,196
- Total liabilities, end of year
- $332,027,451
- Net assets, end of year
- $205,745
- Land, buildings and equipment
- $2,854
- Publicly traded securities
- $313,606,048
- Net assets without donor restrictions
- $205,745
- Gross receipts
- $4,258,604
- Employees
- 0
- Volunteers
- 91
- Year formed
- 1998
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHEN SUROVIEC | PRESIDENT AND CEO Officer | 1 | $0 | $333,500 | $34,060 |
| AMY DOLAN STRANO ESQ | SR VP AND PRES ACHIEVA FT Officer | 36.5 | $246,225 | $0 | $42,170 |
| LATOYA WARREN | EX VP & CFO, PRES ACHIEVA RES Officer | 1 | $0 | $192,146 | $18,824 |
| CYNTHIA SHORT CPA | TREASURER THROUGH FEB 25 Officer | 1 | $0 | $157,644 | $23,673 |
| COURT HOWER | PRES ACHIEVA SUP, VP ACHIEVA Officer | 1 | $0 | $154,875 | $20,261 |
| SHAYNE ROOS | EX VP AND PRES ACHIEVA SUP THROUGH JUN 24 Officer | 1 | $0 | $127,683 | $24,768 |
| MARY HARTLEY | PRES AGP Officer | 1 | $0 | $123,902 | $18,703 |
| LUCIANA RANDALL | PRES AUTISM CONNECTION OF PA Officer | 1 | $0 | $120,710 | $19,218 |
| JACQUELYN CONNELL | VICE PRESIDENT FAMILY TRUST Highest-paid employee | 37.5 | $113,684 | $0 | $15,506 |
| GARY HORNER | EX VP & CFO THROUGH MAR 24 Officer | 1 | $0 | $82,889 | $7,715 |
| AMY GILLIGAN | SR VP ACHIEVA RES, DIR FIN OPS Officer | 1 | $0 | $58,039 | $3,670 |
| NANCY MURRAY | SR VP AND PRES AGP THROUGH FEB 24 Officer | 1 | $0 | $44,313 | $5,607 |
| JEFFREY HANTZ ESQ | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MIKE DUDKOWSKI | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES CALHOUN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIMBERLY JACKSON | IMMEDLIATE PAST CHAIR Trustee or director, Officer | 1 | $0 |
| BETH FULENA | TRUSTEE Trustee or director | 1 | $0 |
| DAVID GRAF | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH HUGHES ESQ | TRUSTEE Trustee or director | 1 | $0 |
| GENEVIEVE DUPONT ESQ | TRUSTEE Trustee or director | 1 | $0 |
| GREG FAJT CPA ESQ | TRUSTEE Trustee or director | 1 | $0 |
| HOLLY HOFF | TRUSTEE Trustee or director | 1 | $0 |
| JACKLYN STOUGHTON ESQ | TRUSTEE Trustee or director | 1 | $0 |
| JAMES WOLL | TRUSTEE Trustee or director | 1 | $0 |
| JOSEPH LANTZ CFA CAIA | TRUSTEE Trustee or director | 1 | $0 |
| KELLY LOVATO | TRUSTEE Trustee or director | 1 | $0 |
| LEE D MOFFATT | TRUSTEE Trustee or director | 1 | $0 |
| LESLIE MALLOY | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL T SHERRY | TRUSTEE Trustee or director | 1 | $0 |
| NATALIE TAYLOR | TRUSTEE Trustee or director | 1 | $0 |
| SHIMA RASAPOUR | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN B SPOLAR ESQ | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHEN SUROVIEC | PRESIDENT AND CEO Officer | 1 | $0 | $322,283 | $30,072 |
| GARY HORNER | EX VP & CFO THROUGH MAR 2024 Officer | 1 | $0 | $288,074 | $40,996 |
| AMY DOLAN STRANO | SR VP AND PRES ACHIEVA FT Officer | 36.5 | $234,974 | $0 | $37,498 |
| SHAYNE ROOS | EX VP AND PRES ACHIEVA SUP Officer | 1 | $0 | $188,526 | $40,282 |
| NANCY MURRAY | SR VP AND PRES AGP THROUGH FEB 2024 Officer | 1 | $0 | $180,642 | $24,482 |
| CYNTHIA SHORT CPA | TREASURER Officer | 1 | $0 | $153,417 | $22,298 |
| LATOYA WARREN | SR VP & CFO, PRES ACHIEVA RES STARTING MAR 2024 Officer | 1 | $0 | $138,408 | $17,719 |
| LUCIANA RANDALL | PRES AUTISM CONNECTION OF PA Officer | 1 | $0 | $118,787 | $12,133 |
| KIMBERLY JACKSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY HANTZ ESQ | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MIKE DUDKOWSKI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HOLLY HOFF | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REBECCA TYERS BROWN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHAN P HUBBARD CLU CHFC | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREG FAJT CPA ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH HUGHES ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID GRAF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES CALHOUN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH LANTZ CFACAIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KELLY LOVATO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE MALLOY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB MCDOWELL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEE D MOFFATT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SCHWEITZER ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN B SPOLAR ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES WOLL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BETH FULENA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARY HARTLEY | PRES AGP STARTING FEB 2024 Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHEN SUROVIEC | PRESIDENT AND CEO Officer | 1 | $0 | $311,965 | $29,280 |
| GARY HORNER | EX VP AND CFO Officer | 1 | $0 | $281,489 | $37,120 |
| AMY DOLAN STRANO | SR VP AND PRES ACHIEVA FT Officer | 36.5 | $227,565 | $0 | $76,663 |
| SHAYNE ROOS | SR VP AND PRES ACHIEVA SUP Officer | 1 | $0 | $183,322 | $82,562 |
| NANCY MURRARY | SR VP AND PRES AGP Officer | 1 | $0 | $176,162 | $50,534 |
| CYNTHIA SHORT CPA | TREASURER Officer | 1 | $0 | $148,651 | $22,852 |
| LUCIANA RANDALL | PRES AUTISM CONNECTION OF Officer | 1 | $0 | $113,702 | $18,345 |
| KIMBERLY JACKSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY HANTZ ESQ | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MIKE DUDKOWSKI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HOLLY HOFF | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REBECCA TYERS BROWN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHAN P HUBBARD CLU CHFC | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER C JOHNSON ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE PEARCE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREG FAJT CPA ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH HUGHES ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID GRAF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES CALHOUN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH LANTZ CFACAIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KELLY LOVATO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE MALLOY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB MCDOWELL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEE D MOFFATT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SCHWEITZER ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN B SPOLAR ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES WOLL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BETH FULENA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEEANN FULENA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 711 BINGHAM STREET, PITTSBURGH, PA 15203-1011
- In care of
- % MARSHA BLANCO
- Principal officer (990 for 2024)
- AMY DOLAN STRANO, 711 BINGHAM STREET, PITTSBURGH, PA 15203
- Signed the 990
- AMY GILLIGAN, SVP ACHIEVA RES, DIR OF FIN OP
- Phone
- (412) 995-5000
- Return prepared by
- MAHER DUESSEL CPA'S
Mission
TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS.
Program accomplishments
- 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.Expenses $2,885,459 · revenue $4,035,622
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2947828
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E800)
- Assets (IRS master file)
- $332,233,196
- Income (IRS master file)
- $4,258,604
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,258,604 | $3,343,479 | $332,233,196 | XML |
| 990 | June 2024 | $3,471,627 | $3,013,155 | $257,839,370 | IRS |
| 990 | June 2023 | $3,184,406 | $2,892,687 | $205,393,116 | XML |
| 990 | June 2022 | $3,226,626 | $2,985,259 | $183,881,195 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2947828).
Questions about FAMILY TRUST
- What is the EIN of FAMILY TRUST?
- The employer identification number (EIN) of FAMILY TRUST is 23-2947828.
- Is FAMILY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to FAMILY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does FAMILY TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FAMILY TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FAMILY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FAMILY TRUST?
- The 990 for the year ended June 30, 2025 names AMY DOLAN STRANO.
- Who are the officers and directors of FAMILY TRUST?
- The 990 for the year ended June 30, 2025 lists 32 people; 2 received compensation from the organization.
- How much revenue does FAMILY TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,258,604, expenses of $3,343,479 and total assets of $332,233,196 at year end.
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