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THE NYSARC TRUST - EXEMPT FUND
LATHAM, NY · EIN 223107359 · Form 990 · FY2025 · Medium ($1M-$10M)
revenue
$1.3M
expenses
$138K
net assets
$2.7M
employees
0
program ratio
0%
mission · from form 990

TO ADMINISTER AN EXEMPT TRUST FOR DISABLED INDIVIDUALS

profile · synthesized from sources

The NYSARC Trust - Exempt Fund is a nonprofit organization based in Latham, New York, established to administer a special needs trust for individuals with disabilities. The organization supports disabled individuals by managing exempt trusts that preserve eligibility for government benefits while providing supplemental financial resources. Its operations are focused on trust administration and related financial stewardship.

named programs · 1 · from sources

What they call their work

Exempt Trust Administration
Manages special needs trusts for disabled individuals to ensure financial support without jeopardizing eligibility for public benefits such as Medicaid and Supplemental Security Income (SSI)
activities · 1 group

What they do

  • Supplemental Needs Trust Management 1 activity
    • Administers an exempt trust for disabled individuals
      Manages and administers a special needs trust designed to serve disabled individuals, ensuring financial resources are available without compromising eligibility for public benefits.
financials · form 990 · fy2025
revenue
Total revenue$1.32M
Contributions & grants$1.09M82%
Program service revenue$00%
Investment income$233K18%
Other revenue$0
expenses
Total expenses$138K
Program expenses0%
Admin / overhead100%
Fundraising0%
Salaries & benefits$950
Grants paid out$0
Largest expense lineOther
balance sheet
Total assets$2.68M
Cash$0
Investments$2.68M
Liabilities$0
Net assets$2.68M
Liquid reserves232.8 mo
5 years on record · 2020–2025 · YoY revenue +551.0%
leadership · form 990 part vii · fy2025

Who runs it

board members · 8
  • DEBORAH S BALL ESQ — TRUSTEE
  • EDWARD WILCENSKI ESQ — TRUSTEE
  • JAMES C MORAGNE — TRUSTEE
  • JOHN SCHUPPENHAUER ESQ — TRUSTEE
  • JOHN SHERMAN — TRUSTEE
  • KATHARINE WILSON CONROY ESQ — TRUSTEE
  • LISA K FRIEDMAN ESQ — TRUSTEE
  • SONIA BURGOS-CRANNAGE ESQ — TRUSTEE
strategies · 1

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Exempt Trust Model for Long-Term Disability Support
    methodology: exempt_trust_administration
    By establishing and managing exempt trusts, the organization ensures sustainable financial support for disabled individuals, because this legal and financial structure preserves eligibility for public benefits while funding supplemental needs over the long term.