THE FAMILY TRUST Charity Report

Public IRS 990 nonprofit record

THE FAMILY TRUST

EIN 23-2947828 · Health Care (E800)

What they do

to ASSIST INDIVIDUALS WITH DISABILITIES and THEIR FAMILIES IN PLANNING for FUTURE NEEDS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders32 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

67.76%of revenue went to mission work86.3% of expenses · Program services

0.56%of revenue went to fundraising0.7% of expenses

$78.51spent for every $100 of revenueRevenue covered expenses this year.

10.19%of revenue went to management and office costs13.0% of expenses

$99.37in assets for every $1 spent this yearSome assets cannot be spent right away.

4.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $288,395 for AMY DOLAN STRANO ESQ (SR VP AND PRES ACHIEVA FT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$4,258,604

Mission workProgram services$2,885,45967.76% of revenue86.3% of expenses

ManagementOffice and general costs$433,96210.19% of revenue13.0% of expenses

FundraisingAsking for donations$24,0580.56% of revenue0.7% of expenses

Revenue left after expensesReported annual surplus$915,12521.49% of revenueShown in gray on the chart

Total expenses$3,343,47978.51% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 86.3% mission · 13.0% management · 0.7% fundraisingTotal expenses: 78.51% of revenue

2023Expense mix: 87.3% mission · 12.6% management · 0.1% fundraisingTotal expenses: 86.79% of revenue

2022Expense mix: 86.0% mission · 13.0% management · 1.0% fundraisingTotal expenses: 90.84% of revenue

2021Expense mix: 86.0% mission · 13.5% management · 0.5% fundraisingTotal expenses: 92.52% of revenue

2020Expense mix: 86.1% mission · 13.3% management · 0.6% fundraisingTotal expenses: 90.21% of revenue

2019Expense mix: 87.8% mission · 11.6% management · 0.6% fundraisingTotal expenses: 90.12% of revenue

2018Expense mix: 88.5% mission · 11.3% management · 0.3% fundraisingTotal expenses: 90.69% of revenue

2017Expense mix: 88.9% mission · 10.7% management · 0.4% fundraisingTotal expenses: 91.42% of revenue

Money in and money out

Revenue$4,258,604

Expenses$3,343,479

Annual surplus $915,125 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,885,459 · 86.3% of expenses

Management and office costs$433,962 · 13.0% of expenses

Fundraising$24,058 · 0.7% of expenses

See all reported dollar amounts

Revenue$4,258,604

Expenses$3,343,479

Assets$332,233,196

Income$4,258,604

Contributions$208,325

Mission work (program services)$2,885,459

Fundraising$24,058

Management and general$433,962

Executive compensation (total)$248,356

Stocks and bonds$313,606,048

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

AMY DOLAN STRANO ESQSR VP AND PRES ACHIEVA FT · 36 hrs/week $288,395Base $246,225 · Other $42,170

JACQUELYN CONNELLVICE PRESIDENT FAMILY TRUST · 38 hrs/week $129,190Base $113,684 · Other $15,506

STEPHEN SUROVIECPRESIDENT AND CEO · 1 hrs/week $34,060Base · Other $34,060

SHAYNE ROOSEX VP AND PRES ACHIEVA SUP THROUGH JUN 24 · 1 hrs/week $24,768Base · Other $24,768

CYNTHIA SHORT CPATREASURER THROUGH FEB 25 · 1 hrs/week $23,673Base · Other $23,673

COURT HOWERPRES ACHIEVA SUP, VP ACHIEVA · 1 hrs/week $20,261Base · Other $20,261

LUCIANA RANDALLPRES AUTISM CONNECTION OF PA · 1 hrs/week $19,218Base · Other $19,218

LATOYA WARRENEX VP & CFO, PRES ACHIEVA RES · 1 hrs/week $18,824Base · Other $18,824

MARY HARTLEYPRES AGP · 1 hrs/week $18,703Base · Other $18,703

GARY HORNEREX VP & CFO THROUGH MAR 24 · 1 hrs/week $7,715Base · Other $7,715

NANCY MURRAYSR VP AND PRES AGP THROUGH FEB 24 · 1 hrs/week $5,607Base · Other $5,607

AMY GILLIGANSR VP ACHIEVA RES, DIR FIN OPS · 1 hrs/week $3,670Base · Other $3,670

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (32)

AMY DOLAN STRANO ESQSR VP AND PRES ACHIEVA FT

JACQUELYN CONNELLVICE PRESIDENT FAMILY TRUST

STEPHEN SUROVIECPRESIDENT AND CEO

SHAYNE ROOSEX VP AND PRES ACHIEVA SUP THROUGH JUN 24

CYNTHIA SHORT CPATREASURER THROUGH FEB 25

COURT HOWERPRES ACHIEVA SUP, VP ACHIEVA

LUCIANA RANDALLPRES AUTISM CONNECTION OF PA

LATOYA WARRENEX VP & CFO, PRES ACHIEVA RES

MARY HARTLEYPRES AGP

GARY HORNEREX VP & CFO THROUGH MAR 24

NANCY MURRAYSR VP AND PRES AGP THROUGH FEB 24

AMY GILLIGANSR VP ACHIEVA RES, DIR FIN OPS

NATALIE TAYLORTRUSTEE

MIKE DUDKOWSKICHAIR ELECT

SHIMA RASAPOURTRUSTEE

MICHAEL T SHERRYTRUSTEE

LESLIE MALLOYTRUSTEE

LEE D MOFFATTTRUSTEE

STEPHEN B SPOLAR ESQTRUSTEE

KIMBERLY JACKSONIMMEDLIATE PAST CHAIR

KELLY LOVATOTRUSTEE

JOSEPH LANTZ CFA CAIATRUSTEE

JEFFREY HANTZ ESQCHAIR

JAMES WOLLTRUSTEE

JAMES CALHOUNVICE CHAIR

JACKLYN STOUGHTON ESQTRUSTEE

HOLLY HOFFTRUSTEE

GREG FAJT CPA ESQTRUSTEE

GENEVIEVE DUPONT ESQTRUSTEE

ELIZABETH HUGHES ESQTRUSTEE

DAVID GRAFTRUSTEE

BETH FULENATRUSTEE

About this charity

Recognized since: January 1998
Location: 711 BINGHAM STREET, PITTSBURGH, PA 15203
County: Allegheny
In care of: AMY GILLIGAN
Primary officer: AMY GILLIGAN, SVP ACHIEVA RES, DIR OF FIN OP

How to reach them

Phone(412) 995-5000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: MAHER DUESSEL CPAS
NTEE classification: Health Care (E800)
IRS tax category: Direct Health and Medical Insurance Carriers