irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $102KTHE ORGANIZATION USES ITS PROCEEDS TO PROMOTE ORTHODOX JEWISH RELIGIOUS EDUCATION AND TO PROVIDE VARIOUS SOCIAL SERVICE PROGRAMS FOR THE BENEFIT OF THE DISABLED AND SPECIAL NEEDS INDIVIDUALS.
named programs · 2 · from sources
What they call their work
Community Trust I
Pooled supplemental needs trust for sheltering excess resources or assets to maintain Medicaid eligibility; used for unexpected funds such as inheritances, personal injury awards, or settlements.
Community Trust II
Pooled supplemental needs trust for depositing monthly excess income, allowing beneficiaries to use funds for rent, utilities, food, clothing, and other personal needs not covered by government benefits.
activities · 3 groups
What they do
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Supplemental Needs Trust Management 3 activities
- Administers pooled supplemental needs trusts for individuals with disabilitiesOperates two pooled supplemental needs trusts (Community Trust I and Community Trust II) that enable individuals with disabilities to maintain eligibility for Medicaid and Supplemental Security Income while using excess income or resources for essential living expenses such as rent, utilities, food, and clothing.
- Handles posthumous distribution of trust assetsManages the distribution of remaining beneficiary funds after death in compliance with federal law, either retaining funds for trust purposes or repaying state Medicaid programs as required.
- Manages eligibility and financial planning for Medicaid and SSI beneficiariesProvides financial management services that help disabled individuals and seniors qualify for and retain eligibility for Medicaid and Supplemental Security Income by sheltering excess income or resources through legally compliant trust structures.
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Membership Program Administration 1 activity
- Charges initial account setup fee for trust servicesImposes a $250 fee to establish a new trust account, applicable to individuals enrolling in the organization’s supplemental needs trust programs.
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Uncategorized 1 activity
- Excluded from Jewish landscapeClassified non-Jewish by classify-orgs (secular).
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financials · form 990 · fy2024
revenue
Total revenue$449K
Contributions & grants$00%
Program service revenue$449K100%
Investment income$00%
Other revenue$0
expenses
Total expenses$466K
Program expenses72%
Admin / overhead28%
Fundraising0%
Salaries & benefits$224K
Grants paid out$102K
Largest expense lineCompensation
balance sheet
Total assets$88
Cash$88
Investments$0
Liabilities$191K
Net assets$-191K
Liquid reserves0.0 mo
4 years on record · 2020–2024 · YoY revenue -23.1%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 2
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| CHAIM POLLAK | CEO | 40 | $84K |
| FLORENCE POLLAK | CFO | 40 | $73K |
board members · 1
- RIFKA POLLAK — BOARD MEMBER
relationships · 1
Who they work with
- ICS Community Trust Partner — Receives initial deposits and administers trust accounts for beneficiaries.
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.
- Pooled Trust Model for Benefits Preservationmethodology: pooled_trustBy pooling individual trust accounts, the organization enables efficient administration and investment while helping individuals with disabilities maintain eligibility for public benefits like Medicaid, because collective management reduces costs and simplifies compliance.