Family Trust, Achieva Family Trust in Pittsburgh, Pennsylvania (PA)

Table of contents:

Organization representatives - add corrected or new information about Family Trust, Achieva Family Trust »

Non-representatives - add comments about Family Trust, Achieva Family Trust»

Family Trust, Achieva Family Trust
Employer Identification Number (EIN)232947828
Name of OrganizationFamily Trust
Secondary NameAchieva Family Trust
In Care of NameMarsha Blanco
Address711 Bingham St, Pittsburgh, PA 15203-1007
ActivitiesAid to the handicapped (see also 031)
SubsectionCharitable Organization
Ruling Date04/1998
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$50,000,000 to greater
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$58,343,625
Amount of Income$1,135,891
Form 990 Revenue Amount$1,135,891
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Health, General and Financing


Non-representatives - add comments:


CAPTCHA

Your IP address 184.73.22.102 will be logged.

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
200520062007
Total revenue$581,450$643,496$759,852
Contributions, gifts, grants, and similar amounts received$90,388$4,966$20,312
Contributions to donor advised funds$0$0
Direct public support$77,594$0$0
Indirect public support$12,794$4,966$20,312
Government contributions (grants)$0$0$0
Program service revenue including government fees and contracts$485,370$599,565$700,487
Membership dues and assessments$0$0$0
Interest on savings and temporary cash investments$0$0$0
Dividends and interest from securities$0$0$0
Net rental income or (loss)$0$0$0
Gross rents$0$0$0
Less: rental expenses$0$0$0
Other investment income$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0
Gross amount from sales of assets other than inventory$0$0$0
Less: cost or other basis and sales expenses$0$0$0
Net income or (loss) from special events and activities$0$0$0
Gross revenue$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0
Less: cost of goods sold$0$0$0
Other revenue$5,692$38,965$39,053
Total expenses$465,207$587,762$709,245
Program services$434,171$551,215$656,482
Management and general$31,036$36,547$52,763
Fundraising$0$0$0
Payments to affiliates$0$0$0
Net assets or fund balances at end of year$734,157$0$0
Excess or (deficit) for the year$116,243$55,734$50,607
Net assets or fund balances at beginning of year$501,900$734,157$0
Other changes in net assets or fund balances$116,014$-789,891$-50,607
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$709,245$656,482$52,763$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$241,720$241,720$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$197,552$197,552$0$0
Pension plan contributions not included above$6,762$6,762$0$0
Employee benefits not included above$26,954$26,954$0$0
Payroll taxes$30,326$30,326$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$9,477$9,477$0$0
Supplies$13,989$13,989$0$0
Telephone$4,572$4,572$0$0
Postage and shipping$11,017$11,017$0$0
Occupancy$11,967$11,967$0$0
Equipment rental and maintenance$5,251$5,251$0$0
Printing and publications$3,665$3,665$0$0
Travel$10,692$10,692$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$6,743$6,743$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$128,558$75,795$52,763$0
Balance Sheets
200520062007
Total assets$24,619,455$32,183,110$35,331,962
Cash - non-interest-bearing$76,863$24,047$86,412
Savings and temporary cash investments$0$0$0
Accounts receivable less allowance for doubtful accounts$0$0$0
Pledges receivable less allowance for doubtful accounts$0$0$0
Grants receivable$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0
Inventories for sale or use$0$0$0
Prepaid expenses and deferred charges$10,969$180,655$500
Investments - publicly-traded securities$14,677,203$16,226,077
Investments - other securities$12,205,922$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0
Investments - other$12,310,699$17,298,538$19,018,463
Land, buildings, and equipment less accumulated depreciation$14,227$0$0
Other assets, including program-related investments$775$2,667$510
Total liabilities$23,885,298$32,183,110$35,331,962
Accounts payable and accrued expenses$15,004$32,776$20,982
Grants payable$0$0$0
Deferred revenue$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0
Tax-exempt bond liabilities$0$0$0
Mortgages and other notes payable$0$0$0
Other liabilities$23,870,294$32,150,334$35,310,980
Total liabilities and net assets/fund balances$24,619,455$32,183,110$35,331,962
Total net assets or fund balances$734,157$0$0
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
200520062007
Total revenue$581,450$643,496$759,852
Total revenue, gains, and other support per audited financial statements$761,705$643,496$759,852
Other expenses$180,255$0$0
Net unrealized gains on investments$180,255$0$0
Donated services and use of facilities$0$0$0
Recoveries of prior year grants$0$0$0
Other$0$0$0
Other revenue$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
200520062007
Total expenses$465,207$587,762$709,245
Total expenses and losses per audited financial statements$465,207$587,762$709,245
Other revenue$0$0$0
Donated services and use of facilities$0$0$0
Prior year adjustments$0$0$0
Losses$0$0$0
Other$0$0$0
Other expenses$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
38$132,058$17,025$0
38$86,260$6,377$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings23
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20068
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$39,053$700,487
Program service revenue
Program service revenue 1000000$000$0$700,487
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$39,053$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
Enter the total number of donor advised funds owned at the end of the tax year$0
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isNot controlled by disqualified persons/supports non private foundation
Type of supporting organizationType I
Information about the supported organizations
Employer identification number (EIN)Name of organizationType of organizationIs the supported organization listed in the supporting organization's governing documents?Amount of support
251505216AchievaOrganization that receives a substantial part of its support from a governmental unit or from the general publicYes$50,607
251031932Achieva Support, Compro Greater PittsburgOrganization that receives a substantial part of its support from a governmental unit or from the general publicYes$0
251101644Arc Of Greater PittsburghOrganization that receives a substantial part of its support from a governmental unit or from the general publicYes$0
Total$50,607
Support Schedule
200420052006
Total$0$0$0
Gifts, grants, and contributions received$0$0$0
Membership fees received$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0
Net income from unrelated business activities not included above$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0
Other income$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$1,037,801
Contributions, Gifts, Grants and Other Similar Amounts$12,770
Program Service Revenue$998,233
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$46
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$26,752
Statement of Functional Expenses (for 2011)
Total functional expenses$924,741
Compensation of current officers, directors, trustees, and key employees$134,034
Other salaries and wages$407,112
Payroll taxes$40,030
Professional fundraising services$0
Other$343,565
Balance Sheet (for 2011)
Total assets$50,582,223
Total liabilities$50,582,223
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$50,582,223
Total net assets or fund balances$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Family Trust, Achieva Family Trust to others? (optional)
  
Add photo of Family Trust, Achieva Family Trust (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Sign in with Twitter
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»


Other organizations in Pennsylvania
IdNameAddressStateEstablishedTotal Income
1Institute For Transfusion Medicine, Central Blood Bank875 Greentree Road, Pittsburgh, PA 15220-3508PA2010-03$53,406,614
2Cambridge Area Volunteer Ambulance Service IncPO BOX 188, Cambridg Spgs, PA 16403-0188PA1975-12$140,857
3Ebensburg Area Ambulance Association100 N Caroline St, Ebensburg, PA 15931-1651PA1968-03$1,108,524
4Firemens Ambulance Corps Of Uniontown Pa84 N Beeson Blvd, Uniontown, PA 15401PA1996-07$914,697
5Jefferson County Ems Inc501 Pine St, Punxsutawney, PA 15767-1403PA1986-08$2,269,710
6Lower Swatara Emergency Medical Service Inc3 Southern Cross Dr, Boiling Sprgs, PA 17007-9789PA1985-06$961,973
7Manheim Township Ambulance Association1820 Municipal Dr, Lancaster, PA 17601-4105PA2001-01$1,593,575
8North Huntingdon Township Volunteer Rescue Squad & Relief Assn Comp 811259 Center Hwy, N Huntingdon, PA 15642-2018PA2011-07$1,446,590
9Penn Township Ambulance Association Rescue No 6, 61030 Sandy Hill Rd, Irwin, PA 15642-4700PA2010-10$911,997
10Penns Valley Emergency Medical Services3588 Penns Valley Rd, Spring Mills, PA 16875-8010PA1999-10$442,269
11Shaler Area Emergency Medical Services Inc300 Wetzel Road, Glenshaw, PA 15116-2280PA1993-07$995,526
12Western Alliance Emergency Services IncPO BOX 13, Troy, PA 16947-0013PA1999-08$1,570,057
13Pottsville Area Emergency Medical Services Inc320 N 9th St, Pottsville, PA 17901-2346PA1991-11$2,958,459
14Prism Health Services3567 Mountain View Dr 305, West Mifflin, PA 15122-2447PA1982-11$479,064
15Caring Foundation1205th Ave No 922, Pittsburgh, PA 15222PA1985-06$1,524,773
16Family Trust, Achieva Family Trust711 Bingham St, Pittsburgh, PA 15203-1007PA1998-04$1,135,891
17Living Beyond Breast Cancer354 Lancaster Ave Ste 224, Haverford, PA 19041-1300PA1994-04$6,721,320
18Make A Wish Foundation Of Philadelphia & Susquehanna Valley1 Valley Sq Ste 133, Blue Bell, PA 19422-2703PA1986-12$5,042,243
19Dream Come TruePO BOX 21167, Lehigh Valley, PA 18002-1167PA1985-06$537,194
20Sun Coast Nursing Centers IncTwo Bala Cynwyd Plaza No 300, Bala Cynwyd, PA 19004-1512PA2004-02$220,447,784
21Neighborhood Visiting Nurses Association795 E Marshall St Ste 204, West Chester, PA 19380-4400PA1939-01$18,050,176
22Simpson House Inc150 Monument Rd Ste 105, Bala Cynwyd, PA 19004-1725PA1941-02$22,463,503
23Baptist Homes Society489 Castle Shannon Blvd, Pittsburgh, PA 15234-1419PA1944-11$40,704,980
24Madlyn And Leonard Abramson Center For Jewish Life, Group Return1425 Horsham Rd, North Wales, PA 19454-1320PA1973-05$65,379,920
25Allied Services Skilled Nursing Center100 Abington Executive Park, Clarks Summit, PA 18411-2260PA1988-12$37,188,600
26Asbury Place700 Bower Hill Rd, Pittsburgh, PA 15243-2040PA1994-11$2,654,535
27Berkshire Pennsylvania Inc2025 Wightman Street, Pittsburgh, PA 15217PA1992-02$14,965,328
28Garvey Manor Nursing HomeAlleghenies Residence 1037 South Lo, Hollidaysburg, PA 16648PA1946-03$13,766,236
29Greater Philadelphia Health Services Corporation, Elmira Jeffries Memorial Homes Inc2450 W Hunting Park Ave Ste 4th Fl, Philadelphia, PA 19129-1302PA1994-12$10,174,999
30Greater Philadelphia Health Services Iii Corporation3509 N Broad St Rm 936, Philadelphia, PA 19140-4105PA1999-05$18,770,426

faqs.org is not associated with, endorsed by, or sponsored by Family Trust, Achieva Family Trust and has no official or unofficial affiliation with Family Trust, Achieva Family Trust