SILVER2023

ACHIEVA FAMILY TRUST

Helping individuals with disabilities and their families plan for the future and enhance their lives through special needs trusts.

aka ACHIEVA Family Trust   |   Pittsburgh, PA   |  www.achievafamilytrust.org

Mission

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

Ruling year info

1998

President

Amy Dolan Strano Esq.

Main address

711 Bingham St

Pittsburgh, PA 15203 USA

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EIN

23-2947828

NTEE code info

Financial Counseling, Money Management (P51)

Human Services - Multipurpose and Other N.E.C. (P99)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Special Needs Trusts

The Achieva Family Trust manages special needs trusts for people with disabilities from throughout the United States.  Participants are people of all ages who have a disability.

Population(s) Served
People with disabilities

The Charitable Residual Account provides supplemental supports and services for children and adults with disabilities and a demonstrated need.

Population(s) Served
People with disabilities

Where we work

Financials

ACHIEVA FAMILY TRUST
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

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ACHIEVA FAMILY TRUST

Board of directors
as of 07/06/2023
SOURCE: Self-reported by organization
Board chair

Kim Jackson

PNC Bank

Term: 2022 - 2024

Stephan P. Hubbard

IBC, Inc.

Holly Hoff

North Side Foods

Jeffrey Hantz

Dickie McCamey

Kelly Lovato

FedEx Ground

Robert Schweitzer

Julian Gray Associates

Michael Dudkowski

Hightree Advisors LLC

Robert McDowell

EDMC (Retired)

Rebecca Tyers Brown

Pittsburgh Schweitzer Fellows Program

Joseph Lantz

Shorebridge Wealth Management

Leslie Malloy

WESCO

David Graf

Peoples Security Bank and Trust

Greg Fajt

Civic Leader

James Woll

Kerrwood Advisors LLC

Elizabeth Hughes

UPMC

James Calhoun

Comptroller of the Currency

Greg Fajt

Civic Leader

Steve Spolar

SBS Strategic Consulting

Beth Fulena

WPIC/UPMC

Lee Moffatt

E.E. Powell and Company

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? No
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? No
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? No
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? No
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No