PITTSBURGH, PA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)THE FAMILY TRUST, founded in 1998, is a community nonprofit in the Health Care sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $915K, a strong 21% operating margin.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $4,258,604 | $3,471,627 | +0.2% |
| Expenses | $3,343,479 | $3,013,155 | +0.1% |
| Net Income | $915,125 | $458,472 | +1.0% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JEFFREY HANTZ ESQ | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MIKE DUDKOWSKI | CHAIR ELECT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JAMES CALHOUN | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| KIMBERLY JACKSON | IMMEDLIATE PAST CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| BETH FULENA | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| DAVID GRAF | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| ELIZABETH HUGHES ESQ | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| GENEVIEVE DUPONT ESQ | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| GREG FAJT CPA ESQ | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| HOLLY HOFF | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| JACKLYN STOUGHTON ESQ | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| JAMES WOLL | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| JOSEPH LANTZ CFA CAIA | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| KELLY LOVATO | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| LEE D MOFFATT | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| LESLIE MALLOY | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL T SHERRY | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| NATALIE TAYLOR | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| SHIMA RASAPOUR | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| STEPHEN B SPOLAR ESQ | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| AMY DOLAN STRANO ESQ | SR VP AND PRES ACHIEVA FT | 36.50 |
Officer
|
$246,225 | $42,170 | $288,395 |
| AMY GILLIGAN | SR VP ACHIEVA RES, DIR FIN OPS | 1.00 |
Officer
|
$0 | $3,670 | $61,709 |
| COURT HOWER | PRES ACHIEVA SUP, VP ACHIEVA | 1.00 |
Officer
|
$0 | $20,261 | $175,136 |
| CYNTHIA SHORT CPA | TREASURER THROUGH FEB 25 | 1.00 |
Officer
|
$0 | $23,673 | $181,317 |
| GARY HORNER | EX VP & CFO THROUGH MAR 24 | 1.00 |
Officer
|
$0 | $7,715 | $90,604 |
| LATOYA WARREN | EX VP & CFO, PRES ACHIEVA RES | 1.00 |
Officer
|
$0 | $18,824 | $210,970 |
| LUCIANA RANDALL | PRES AUTISM CONNECTION OF PA | 1.00 |
Officer
|
$0 | $19,218 | $139,928 |
| MARY HARTLEY | PRES AGP | 1.00 |
Officer
|
$0 | $18,703 | $142,605 |
| NANCY MURRAY | SR VP AND PRES AGP THROUGH FEB 24 | 1.00 |
Officer
|
$0 | $5,607 | $49,920 |
| SHAYNE ROOS | EX VP AND PRES ACHIEVA SUP THROUGH JUN 24 | 1.00 |
Officer
|
$0 | $24,768 | $152,451 |
| STEPHEN SUROVIEC | PRESIDENT AND CEO | 1.00 |
Officer
|
$0 | $34,060 | $367,560 |
| JACQUELYN CONNELL | VICE PRESIDENT FAMILY TRUST | 37.50 |
Highest
|
$113,684 | $15,506 | $129,190 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $4,258,604 | $3,343,479 | $332,233,196 | $915,125 |
| 2024 | No data | No data | No data | No data |
| 2023 | $3,184,406 | $2,892,687 | $205,393,116 | $291,719 |
| 2022 | $3,226,626 | $2,985,259 | $183,881,195 | $241,367 |
| 2021 | $2,898,375 | $2,614,657 | $198,450,784 | $283,718 |
| 2020 | $2,605,139 | $2,347,740 | $159,508,697 | $257,399 |
| 2019 | $2,337,918 | $2,120,306 | $136,496,924 | $217,612 |
| 2018 | $2,294,350 | $2,097,391 | $115,381,212 | $196,959 |
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