named programs · 1 · from sources
What they call their work
Pooled Trust Program
Manages pooled special needs trusts that allow individuals with disabilities to maintain eligibility for government benefits while accessing supplemental funds for quality-of-life improvements
activities · 1 group
What they do
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Supplemental Needs Trust Management 1 activity
- Supplemental needs trust management inferredManages pooled supplemental needs trusts for individuals who are disabled or elderly, preserving eligibility for public benefits while providing additional financial support.This organization’s public records don’t describe its work in enough detail to extract activities, so this entry is a cautious inference from limited available metadata.
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financials · form 990 · fy2021
revenue
Total revenue$11K
Contributions & grants$00%
Program service revenue$00%
Investment income$00%
Other revenue$11K
expenses
Total expenses$24K
Program expenses27%
Admin / overhead58%
Fundraising14%
Salaries & benefits$8K
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$9K
Cash$9K
Investments$0
Liabilities$11K
Net assets$-2K
Liquid reserves4.5 mo
1 years on record · 2021–2021
leadership · form 990 part vii · fy2021
Who runs it
paid leadership · 3
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| Matthew Paulk | Vice President | 0 | $4K |
| Kelly Chaffee | Director | 0 | $3K |
| Jeffrey Brown Jr | Treasurer | 0 | $900 |
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.
- Targeted Support for Vulnerable Populationsmethodology: targeted_support_for_vulnerable_populationsBy directing services specifically toward disabled and aged populations, we improve their well-being because tailored interventions address their unique needs more effectively than generalized approaches.