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FAMILY TRUST

EIN 23-2947828 PITTSBURGH, PA

Revenue 2024
$4,258,604
Expenses 2024
$3,343,479

Program services were 86.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
E800
Classification
1000
Street
711 BINGHAM STREET

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

5 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS.

  • 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

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Jeffrey Hantz Esq

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Mike Dudkowski

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1
  • James Calhoun

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Kimberly Jackson

    IMMEDLIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Beth Fulena

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • David Graf

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth Hughes Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Genevieve Dupont Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Greg Fajt CPA Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Holly Hoff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jacklyn Stoughton Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • James Woll

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Joseph Lantz CFA Caia

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Kelly Lovato

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Lee D Moffatt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Leslie Malloy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Michael T Sherry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Natalie Taylor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Shima Rasapour

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Stephen B Spolar Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Amy Dolan Strano Esq

    SR VP AND PRES ACHIEVA FT

    Total calculated
    $288,395
    From this org
    $246,225
    From related orgs
    $0
    Other
    $42,170
    Hours/week
    36.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $234,500
    Bonus
    $11,725
    Other
    $0
    Deferred
    $14,070
    Nontaxable benefits
    $28,100
    Filer's total
    $288,395
  • Amy Gilligan

    SR VP ACHIEVA RES, DIR FIN OPS

    Total calculated
    $61,709
    From this org
    $0
    From related orgs
    $58,039
    Other
    $3,670
    Hours/week
    1 + 36.5 related
  • Court Hower

    PRES ACHIEVA SUP, VP ACHIEVA

    Total calculated
    $175,136
    From this org
    $0
    From related orgs
    $154,875
    Other
    $20,261
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,733 related
    Bonus
    $0 + $9,142 related
    Other
    $0
    Deferred
    $0 + $2,551 related
    Nontaxable benefits
    $0 + $17,710 related
    Filer's total
    $0 + $175,136 related
  • Cynthia Short CPA

    TREASURER THROUGH FEB 25

    Total calculated
    $181,317
    From this org
    $0
    From related orgs
    $157,644
    Other
    $23,673
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,000 related
    Bonus
    $0 + $6,644 related
    Other
    $0
    Deferred
    $0 + $13,590 related
    Nontaxable benefits
    $0 + $10,083 related
    Filer's total
    $0 + $181,317 related
  • Gary Horner

    EX VP & CFO THROUGH MAR 24

    Total calculated
    $90,604
    From this org
    $0
    From related orgs
    $82,889
    Other
    $7,715
    Hours/week
    1 + 36.5 related

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $4,258,604
    Expenses
    $3,343,479
    Contributions
    $208,325
    Grants paid
    $0
  • 2023
    Revenue
    $3,471,627
    Expenses
    $3,013,155
    Contributions
    $127,322
    Grants paid
    $0
  • 2022
    Revenue
    $3,184,406
    Expenses
    $2,892,687
    Contributions
    $237,150
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $3,226,626
    Expenses
    $2,985,259
    Assets (EOY)
    $183,881,195
  • 2020 · 990

    Revenue
    $2,898,375
    Expenses
    $2,614,657
    Assets (EOY)
    $198,450,784
  • 2019 · 990

    Revenue
    $2,605,139
    Expenses
    $2,347,740
    Assets (EOY)
    $159,508,697
  • 2018 · 990

    Revenue
    $2,337,918
    Expenses
    $2,120,306
    Assets (EOY)
    $136,496,924
  • 2017 · 990

    Revenue
    $2,294,350
    Expenses
    $2,097,391
    Assets (EOY)
    $115,381,212
  • 2016 · 990

    Revenue
    $2,083,585
    Expenses
    $1,816,124
    Assets (EOY)
    $109,053,257
  • 2015 · 990

    Revenue
    $1,944,035
    Expenses
    $1,726,937
    Assets (EOY)
    $97,426,731
  • 2014 · 990

    Revenue
    $1,800,745
    Expenses
    $1,613,979
    Assets (EOY)
    $93,870,298
  • 2013 · 990

    Revenue
    $1,480,347
    Expenses
    $1,268,732
    Assets (EOY)
    $87,408,219
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $1,110,149
    Assets (EOY)
    $70,575,976

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

  • ACHIEVA

    $225,839

    2022 SUPPORT OF EXEMPT PURPOSE

  • ACHIEVA

    $127,322

    2023 SUPPORT OF EXEMPT PURPOSE

  • ACHIEVA

    $71,389

    2024 SUPPORT OF EXEMPT PURPOSE

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.