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THE EVERFUND INC
MONSEY, NY · EIN 831218408 · Form 990 · FY2024 · NTEE Y19 · Mutual & Membership Benefit · Small ($100K-$1M) · everfundtrust.com
revenue
$249K
expenses
$258K
net assets
$-742K
employees
2
volunteers
5
program ratio
51%
mission · from form 990

THE ORGANIZATION PROVIDES SERVICES TO THE DISABLED POPULATION BY ADMINISTERING A POOLED SPECIAL NEEDS TRUST FOR DISABLED INDIVIDUALS WHO CANNOT CARE FOR THEMSELVES.

profile · synthesized from sources

The Everfund Inc administers a pooled special needs trust for disabled individuals who cannot care for themselves, helping them preserve Medicaid eligibility by managing excess income. The trust allows beneficiaries to deposit income that would otherwise disqualify them from benefits, ensuring funds are used for permitted expenses without affecting coverage. Based in New York, it serves disabled populations under state and federal regulatory frameworks.

named programs · 1 · from sources

What they call their work

Pooled Income Trust
Administers a pooled special needs trust that allows disabled individuals to deposit excess income while maintaining Medicaid eligibility, with funds used for permitted living and medical expenses
activities · 1 group

What they do

  • Supplemental Needs Trust Management 1 activity
    • Administering a pooled special needs trust for disabled individuals
      Operates a pooled special needs trust that allows disabled individuals to deposit excess income without disqualifying them from Medicaid, supporting those who cannot manage their own care. This trust helps preserve eligibility for public benefits while funding supplemental needs.
financials · form 990 · fy2024
revenue
Total revenue$249K
Contributions & grants$47K19%
Program service revenue$202K81%
Investment income$00%
Other revenue$0
expenses
Total expenses$258K
Program expenses51%
Admin / overhead49%
Fundraising0%
Salaries & benefits$101K
Grants paid out$50
Largest expense lineCompensation
balance sheet
Total assets$6K
Cash$909
Investments$0
Liabilities$748K
Net assets$-742K
Liquid reserves0.0 mo
4 years on record · 2020–2024 · YoY revenue -33.1%
leadership · form 990 part vii · fy2024

Who runs it

board members · 4
  • AHARON SCHWARTZ — DIRECTOR
  • ELIEZER SPUTZ — DIRECTOR
  • JACOB SPITZER — EXECUTIVE DIRECTOR
  • YOEL FRIEDMAN — DIRECTOR
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.