named programs · 1 · from sources
What they call their work
Special Needs Trust Administration
Manages a special needs trust to provide financial and support services for disabled, elderly, and special needs individuals, ensuring access to essential resources without jeopardizing public benefits eligibility.
activities · 1 group
What they do
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Supplemental Needs Trust Management 1 activity
- Administers special needs trustsProvides services for disabled, elderly, and special needs individuals through the administration of special needs trusts.
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financials · form 990 · fy2024
revenue
Total revenue$6.37M
Contributions & grants$00%
Program service revenue$6.34M100%
Investment income$25K0%
Other revenue$0
expenses
Total expenses$6.61M
Program expenses91%
Admin / overhead9%
Fundraising0%
Salaries & benefits$0
Grants paid out$2.55M
Largest expense lineProfessional Fees
balance sheet
Total assets$9.61M
Cash$8.66M
Investments$0
Liabilities$7.27M
Net assets$2.34M
Liquid reserves15.7 mo
4 years on record · 2020–2024 · YoY revenue -7.4%
leadership · form 990 part vii · fy2024
Who runs it
board members · 4
- ABE — KATZ
- AVRUHUM — GINSBURG
- MIRIAM — POLLAK
- SUSAN — KATZ
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.