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.
- Special Needs Trust Administrationmethodology: special_needs_trust_administrationBy administering special needs trusts, the organization delivers tailored support services to disabled, elderly, and special needs individuals, because this legal and financial structure preserves eligibility for public benefits while funding supplemental care and enhancing quality of life.