Civic Intelligence

The Family Trust

990 • Fiscal year 2017 • EIN 23-2947828

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 29, 2018

Organization ProfileWWW.ACHIEVA.INFO
711 Bingham StreetPittsburgh, PA 15203

(412) 995-5000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

1.00x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

52.34x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$332,263

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

7.2%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$109,053,257

Up $11,626,526 (+12%) from 2016

Net Assets

Flat

$0

Flat from 2016

Liabilities

Up

$109,053,257

Up $11,626,526 (+12%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin72nd percentile

Revenue

Up

$2,083,585

Up $139,550 (+7.2%) from 2016

Expenses

Up

$1,816,124

Up $89,187 (+5.2%) from 2016

Net Income

Up

$267,461

Up $50,363 (+23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2011: $50,582,223Liabilities 2011: $50,582,223Net Assets 2011: $02011Assets 2012: $58,343,625Liabilities 2012: $58,343,625Net Assets 2012: $02012Assets 2013: $70,575,976Liabilities 2013: $70,575,976Net Assets 2013: $02013Assets 2014: $87,408,219Liabilities 2014: $87,408,219Net Assets 2014: $02014Assets 2015: $93,870,298Liabilities 2015: $93,870,298Net Assets 2015: $02015Assets 2016: $97,426,731Liabilities 2016: $97,426,731Net Assets 2016: $02016Assets 2017: $109,053,257Liabilities 2017: $109,053,257Net Assets 2017: $02017Assets 2018: $115,381,212Liabilities 2018: $115,381,212Net Assets 2018: $02018Assets 2019: $136,496,924Liabilities 2019: $136,496,924Net Assets 2019: $02019Assets 2020: $159,508,697Liabilities 2020: $159,508,697Net Assets 2020: $02020Assets 2021: $198,450,784Liabilities 2021: $198,450,784Net Assets 2021: $02021Assets 2022: $183,881,195Liabilities 2022: $183,881,195Net Assets 2022: $02022Assets 2023: $205,393,116Liabilities 2023: $205,393,116Net Assets 2023: $02023Assets 2024: $257,839,370Liabilities 2024: $257,839,370Net Assets 2024: $02024Assets 2025: $332,233,196Liabilities 2025: $332,027,451Net Assets 2025: $205,7452025

Highlighted filing

2017

Assets$109,053,257
Liabilities$109,053,257
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2011: $1,037,801Expenses 2011: $924,741Net Income 2011: $113,0602011Revenue 2012: $1,135,891Expenses 2012: $1,020,002Net Income 2012: $115,8892012Expenses 2013: $1,110,1492013Revenue 2014: $1,480,347Expenses 2014: $1,268,732Net Income 2014: $211,6152014Revenue 2015: $1,800,745Expenses 2015: $1,613,979Net Income 2015: $186,7662015Revenue 2016: $1,944,035Expenses 2016: $1,726,937Net Income 2016: $217,0982016Revenue 2017: $2,083,585Expenses 2017: $1,816,124Net Income 2017: $267,4612017Revenue 2018: $2,294,350Expenses 2018: $2,097,391Net Income 2018: $196,9592018Revenue 2019: $2,337,918Expenses 2019: $2,120,306Net Income 2019: $217,6122019Revenue 2020: $2,605,139Expenses 2020: $2,347,740Net Income 2020: $257,3992020Revenue 2021: $2,898,375Expenses 2021: $2,614,657Net Income 2021: $283,7182021Revenue 2022: $3,226,626Expenses 2022: $2,985,259Net Income 2022: $241,3672022Revenue 2023: $3,184,406Expenses 2023: $2,892,687Net Income 2023: $291,7192023Revenue 2024: $3,471,627Expenses 2024: $3,013,155Net Income 2024: $458,4722024Revenue 2025: $4,258,604Expenses 2025: $3,343,479Net Income 2025: $915,1252025

Highlighted filing

2017

Revenue$2,083,585
Expenses$1,816,124
Net Income$267,461
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 29, 2018
Return Version
2016v3.0
Gross Receipts
$2,083,585
Mission and Program Overview

Mission

To assist individuals with disabilities and their families in planning for future needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$92,031,554$101,660,234▲ $9,628,680
Cash and Non-Interest-Bearing Accounts$347,102$538,221▲ $191,119
Prepaid Expenses and Deferred Charges$46,194$56,141▲ $9,947
Accounts Receivable$28,470$4,984▼ $23,486
Total Assets$97,426,731$109,053,257▲ $11,626,526
Other Assets Total$4,973,411$6,793,677▲ $1,820,266
Liabilities
Escrow Account Liability$97,000,344$108,396,909▲ $11,396,565
Other Liabilities$283,818$474,594▲ $190,776
Accounts Payable and Accrued Expenses$142,569$181,754▲ $39,185
Total Liabilities$97,426,731$109,053,257▲ $11,626,526
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$97,426,731$109,053,257▲ $11,626,526

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$57,002--
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy Dolan StranoPresident/secretaryFT$181,094$33,915$215,009
Cynthia Short CPATreasurer--$145,253$145,253

Board Members and Trustees

NameTitle
Jennifer C Johnson EsqChair
Stephan P Hubbard Clu ChfcChair Elect
Beth FulenaPast Chair
Marsha BlancoPresident and CEO, Achieva
Holly HoffVice Chair
Bernard C Caputo EsqTrustee
Brandon Dudt-mulzetTrustee
Coy ThompsonTrustee
Foster S Goldman Jr EsqTrustee
James CalhounTrustee
Jeffrey Hantz EsqTrustee
Joan Shoemaker EsqTrustee
Julie DeverTrustee
Kimberly JacksonTrustee
Kristen Stokes EsqTrustee
Leeann a Fulena EsqTrustee
Martha Zatezalo EsqTrustee
Phoebe DowneyTrustee
Scott YochumTrustee
Suzanne ParksTrustee
The Honorable Lee MazurTrustee
Gary HornerEx VP and CFO
Reid WolfeSr VP and Pres Achieva Sup
Revenue and Support

Revenue Composition

Contributions and Grants
$209,218
Program Service Revenue
$1,868,302
Investment Income
$0
Other Revenue
$6,065
All Other Contributions
$2,500
Change in Net Assets
$267,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,083,585
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,083,585
Total Revenue per Form 990
$2,083,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,327,200
Other Expenses$488,924
Total Fundraising Expense$4,241
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$817,794--$817,794
Current Officers, Directors, Trustees, and Key Employees$230,874--$230,874
Other Employee Benefits$172,112--$172,112
Advertising$79,110--$79,110
Payroll Taxes$76,999--$76,999
Office Expenses$43,088-$4,241$47,329
Pension Plan Contributions$29,421--$29,421
Insurance$26,518--$26,518
All Other Expenses$23,760--$23,760
Occupancy$19,727--$19,727
Fees for Services Accounting$16,385--$16,385
Travel$15,692--$15,692
Interest$11,977--$11,977
Other Expenses$11,064$177,105-$11,064
Conferences and Meetings$2,746--$2,746
Fees for Services Legal$2,725--$2,725
Information Technology$231--$231
Total Functional Expenses$1,634,778$177,105$4,241$1,816,124

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,816,124
Total Expenses per Audited Statements$1,816,124
Total Expenses per Form 990$1,816,124
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$474,594
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Beth fulena and leeann a. Fulena, esquire - family relationship”

Form 990, Part VI, Section B, Line 11B

“The form 990 is first reviewed by senior staff and then with the external audit firm. The form 990 is then made available to the board. The corporate audit is presented to the board for approval.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy requires that all conflicts and possible conflicts be disclosed. The development department is responsible for collecting and maintaining conflict of interest forms.”

Form 990, Part VI, Section B, Line 15

“Compensation for top management and key employees is done through a defined process. Those with employment agreements are reviewed and approved through the executive and compensation committee of achieva and invited individuals with expertise in compensation matters. Information from four salary surveys and benchmarking similar positions in similar organizations are used to determine compensation. The executive and compensation committee reviews and then approves the amount, length and parameters of all employment agreements and reports any actions to the achieva board of trustees.”

Form 990, Part VI, Section C, Line 19

“Governing and other documents are available upon request”

Filing and Contact Details

Filer

Filer Name
The Family Trust
EIN
23-2947828
Phone
4129955000
Address
711 BINGHAM STREET, PITTSBURGH, PA 15203
Doing Business As
Achieva Family Trust

Signing Officer

Name
Cynthia Short
Title
Treasurer
Phone
4129955000
Signed
2018-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Dolan Strano
Formed
1998
Legal Domicile
Pa
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
28

Preparer

Firm
MAHER DUESSEL CPA'S
Address
503 MARTINDALE STREET - SUITE 600, PITTSBURGH, PA 15212
Preparer
Jeffrey W Kent
Phone
4124715500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of net assets -267,461.”

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Form 990, Part V, Line 2A

“Zero employees are reported as family trust does not pay wages from its ein. Family trust employees are paid from achieva resource, an affiliate of family trust. Family trust reimburses achieva resource for the wages paid related to its employees.”

Financial Statement Notes

PART IV, LINE 2B:

“The family trust acts as a trustee for trusts for whom the beneficiary is an individual with a disability and provides ancillary assistance to family members. The escrow liability represents those assets held in trust by the family trust.”

Raw XML AppendixShowing 400 of 728 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0142569
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0181754
IRS990/AccountsReceivableGrp/BOYAmt028470
IRS990/AccountsReceivableGrp/EOYAmt04984
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS.
IRS990/AdvertisingGrp/ProgramServicesAmt079110
IRS990/AdvertisingGrp/TotalAmt079110
IRS990/AllOtherContributionsAmt02500
IRS990/AllOtherExpensesGrp/ProgramServicesAmt023760
IRS990/AllOtherExpensesGrp/TotalAmt023760
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CYNTHIA L SHORT
IRS990/BooksInCareOfDetail/PhoneNum04129955000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0711 BINGHAM STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015203
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0347102
IRS990/CashNonInterestBearingGrp/EOYAmt0538221
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0230874
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0230874
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02746
IRS990/ConferencesMeetingsGrp/TotalAmt02746
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0209218
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0488924
IRS990/CYOtherRevenueAmt06065
IRS990/CYProgramServiceRevenueAmt01868302
IRS990/CYRevenuesLessExpensesAmt0267461
IRS990/CYSalariesCompEmpBnftPaidAmt01327200
IRS990/CYTotalExpensesAmt01816124
IRS990/CYTotalFundraisingExpenseAmt04241
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02083585
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ACCOMPLISHMENTS- ESTABLISHED A MEDICAID QUALIFIED POOLED TRUST. SERVES AS CORPORATE TRUSTEE FOR PAYBACK AND THIRD PARTY FUNDED 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 MEAN-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. PROVIDE SPEAKERS FOR COMMUNITY GROUPS LOOKING TO EDUCATE INDIVIDUALS ABOUT THESE TOPICS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0ACHIEVA FAMILY TRUST
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt097000344
IRS990/EscrowAccountLiabilityGrp/EOYAmt0108396909
IRS990/ExpenseAmt01634778
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt016385
IRS990/FeesForServicesAccountingGrp/TotalAmt016385
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02725
IRS990/FeesForServicesLegalGrp/TotalAmt02725
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt036.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt136.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt236.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt336.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2037.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2030915
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2125346
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2228904
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2328749
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2424942
IRS990/Form990PartVIISectionAGrp/PersonNm0JENNIFER C JOHNSON ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHAN P HUBBARD CLU CHFC
IRS990/Form990PartVIISectionAGrp/PersonNm2HOLLY HOFF
IRS990/Form990PartVIISectionAGrp/PersonNm3BETH FULENA
IRS990/Form990PartVIISectionAGrp/PersonNm4BRANDON DUDT-MULZET
IRS990/Form990PartVIISectionAGrp/PersonNm5BERNARD C CAPUTO ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm6JULIE DEVER
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES CALHOUN
IRS990/Form990PartVIISectionAGrp/PersonNm8FOSTER S GOLDMAN JR ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm9LEEANN A FULENA ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFFREY HANTZ ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm11THE HONORABLE LEE MAZUR
IRS990/Form990PartVIISectionAGrp/PersonNm12PHOEBE DOWNEY
IRS990/Form990PartVIISectionAGrp/PersonNm13KIMBERLY JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm14SUZANNE PARKS
IRS990/Form990PartVIISectionAGrp/PersonNm15JOAN SHOEMAKER ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm16KRISTEN STOKES ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm17COY THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm18SCOTT YOCHUM
IRS990/Form990PartVIISectionAGrp/PersonNm19MARTHA ZATEZALO ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm20AMY DOLAN STRANO
IRS990/Form990PartVIISectionAGrp/PersonNm21CYNTHIA SHORT CPA
IRS990/Form990PartVIISectionAGrp/PersonNm22MARSHA BLANCO
IRS990/Form990PartVIISectionAGrp/PersonNm23GARY HORNER
IRS990/Form990PartVIISectionAGrp/PersonNm24REID WOLFE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20184094
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21119907
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22303359
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23235047
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24196016
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT AND CEO, ACHIEVA
IRS990/Form990PartVIISectionAGrp/TitleTxt23EX VP AND CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt24SR VP AND PRES ACHIEVA SUP
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02083585
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0231
IRS990/InformationTechnologyGrp/TotalAmt0231
IRS990/InsuranceGrp/ProgramServicesAmt026518
IRS990/InsuranceGrp/TotalAmt026518
IRS990/InterestGrp/ProgramServicesAmt011977
IRS990/InterestGrp/TotalAmt011977
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt092031554
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0101660234
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES IN PLANNING FOR FUTURE NEEDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt019727
IRS990/OccupancyGrp/TotalAmt019727
IRS990/OfficeExpensesGrp/FundraisingAmt04241
IRS990/OfficeExpensesGrp/ProgramServicesAmt043088
IRS990/OfficeExpensesGrp/TotalAmt047329
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04973411
IRS990/OtherAssetsTotalGrp/EOYAmt06793677
IRS990/OtherChangesInNetAssetsAmt0-267461
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0172112
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0172112
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE ALLOCATI
IRS990/OtherExpensesGrp/Desc1EXTERNAL SUPPORT
IRS990/OtherExpensesGrp/Desc2PURCHASED PERSONNEL SER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0177105
IRS990/OtherExpensesGrp/ProgramServicesAmt054555
IRS990/OtherExpensesGrp/ProgramServicesAmt111064
IRS990/OtherExpensesGrp/TotalAmt0177105
IRS990/OtherExpensesGrp/TotalAmt154555
IRS990/OtherExpensesGrp/TotalAmt211064
IRS990/OtherLiabilitiesGrp/BOYAmt0283818
IRS990/OtherLiabilitiesGrp/EOYAmt0474594
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt06065
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06065
IRS990/OtherRevenueTotalAmt06065
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0817794
IRS990/OtherSalariesAndWagesGrp/TotalAmt0817794
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt076999
IRS990/PayrollTaxesGrp/TotalAmt076999
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt029421
IRS990/PensionPlanContributionsGrp/TotalAmt029421
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt046194
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056141
IRS990/PrincipalOfficerNm0AMY DOLAN STRANO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/Desc0TRUST ADMIN FEES
IRS990/ProgramServiceRevenueGrp/Desc1RESIDUAL SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01789038
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt179264
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01789038
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt179264
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0145509
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0405905
IRS990/PYOtherRevenueAmt012670
IRS990/PYProgramServiceRevenueAmt01785856
IRS990/PYRevenuesLessExpensesAmt0217098
IRS990/PYSalariesCompEmpBnftPaidAmt01321032
IRS990/PYTotalExpensesAmt01726937
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01944035
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0267461
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0206718
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01868302
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,053,257
Liabilities
$109,053,257
Net assets
$0
Revenue
$2,083,585
Expenses
$1,816,124
Net income
$267,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$332$332$0.21$4.26$3.34$0.92
2024Detailed filing. Detailed filing data is available for this year.$258$258$0.00$3.47$3.01$0.46
2023Detailed filing. Detailed filing data is available for this year.$205$205$0.00$3.18$2.89$0.29
2022Detailed filing. Detailed filing data is available for this year.$184$184$0.00$3.23$2.99$0.24
2021Detailed filing. Detailed filing data is available for this year.$198$198$0.00$2.90$2.61$0.28
2020Detailed filing. Detailed filing data is available for this year.$160$160$0.00$2.61$2.35$0.26
2019Detailed filing. Detailed filing data is available for this year.$136$136$0.00$2.34$2.12$0.22
2018Detailed filing. Detailed filing data is available for this year.$115$115$0.00$2.29$2.10$0.20
2017Detailed filing. Detailed filing data is available for this year.$109$109$0.00$2.08$1.82$0.27
2016Detailed filing. Detailed filing data is available for this year.$97.4$97.4$0.00$1.94$1.73$0.22
2015Detailed filing. Detailed filing data is available for this year.$93.9$93.9$0.00$1.80$1.61$0.19
2014Detailed filing. Detailed filing data is available for this year.$87.4$87.4$0.00$1.48$1.27$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.6$70.6$0.00$1.11
2012Summary only. Only limited summary data is available for this year.$58.3$58.3$0.00$1.14$1.02$0.12
2011Summary only. Only limited summary data is available for this year.$50.6$50.6$0.00$1.04$0.92$0.11