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EIN 23-2947828

Achieva Family Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Pittsburgh
State
Pennsylvania
Year formed
1998
Most recent tax filings
2023-06-01
NTEE code, primary
E80: Health, General and Financing
Description
The Achieva Family Trust is a non-profit organization with the mission to assist individuals with disabilities and their families in planning for future needs. The trust has established a medicaid qualified pooled trust and 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 maintain their quality of life and protect their assets. The Achieva Family Trust is located in Pittsburgh, PA.
Related structure
Achieva Family Trust is a subordinate organization under Achieva.
Also known as...
Family Trust
Total revenues
$3,184,406
2023
Total expenses
$2,892,687
2023
Total assets
$205,393,116
2023
Num. employees
0
2023

Program areas at Achieva Family Trust

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.

Who funds Achieva Family Trust

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
AchievaSupport of Exempt Purpose$225,839

Personnel at Achieva Family Trust

NameTitleCompensation
Stephen H. SuroviecPresident and Chief Executive Officer$0
LaToya WarrenSenior Vice President and Chief Financial Officer
Amy DolanSenior Vice President of Achieva; and President of the Achieva Family Trust X
Amy Dolan Strano, Esq.Senior Vice President and Corporate Secretary$227,565
Cynthia ShortTreasurer$0
...and 13 more key personnel

Financials for Achieva Family Trust

RevenuesFYE 06/2023
Total grants, contributions, etc.$237,150
Program services$2,924,629
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$22,627
Total revenues$3,184,406

Form 990s for Achieva Family Trust

Fiscal year endingDate received by IRSFormPDF link
2023-062024-04-17990View PDF
2022-062023-04-12990View PDF
2021-062022-04-21990View PDF
2020-062021-04-14990View PDF
2019-062021-01-21990View PDF
...and 9 more Form 990s
Data update history
October 4, 2024
Updated personnel
Identified 4 new personnel
May 23, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 20, 2024
Updated personnel
Identified 3 new personnel
May 18, 2024
Received grants
Identified 1 new grant, including a grant for $225,839 from Achieva
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Public health orgsHealth organizationsChapter / child organizationsCharities
Issues
Health
Characteristics
Tax deductible donationsNo full-time employeesAccepts online donations
General information
Address
711 Bingham St
Pittsburgh, PA 15203
Metro area
Pittsburgh, PA
County
Allegheny County, PA
Website URL
achieva.info 
Phone
(412) 995-5000
IRS details
EIN
23-2947828
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1998
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
E80: Health, General and Financing
NAICS code, primary
624120: Services for the Elderly and People with Disabilities
Parent/child status
Subordinate organization
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