irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $1.18MTHE 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 · 1 · from sources
What they call their work
UCS Disability Pooled Trust
Supplemental needs trust allowing disabled individuals to deposit excess income while maintaining Medicaid eligibility; funds are used for rent, utilities, and other living expenses
activities · 3 groups
What they do
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Supplemental Needs Trust Management 1 activity
- Administers a Pooled Supplemental Needs Trust for disabled individuals in New York StateOperates a Pooled Income Trust compliant with federal and state law, enabling disabled Medicaid recipients to deposit excess income and use funds for rent, utilities, and other living expenses while maintaining Medicaid eligibility. The trust serves individuals with disabilities residing in New York State.
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Membership Program Administration 1 activity
- Manages trust enrollment and account setup processProcesses applications within five business days, requires submission of a Joinder Agreement and $300 enrollment fee to establish sub-trust accounts, and provides a Welcome Packet and Personal Account Manager upon acceptance.
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Credit Union Financial Services 1 activity
- Provides secure online and mobile trust account management toolsOffers full online functionality, a mobile app, automated processing for deposits and disbursements, data encryption, and a secure message center to support safe and simple management of trust accounts.
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financials · form 990 · fy2024
revenue
Total revenue$2.22M
Contributions & grants$00%
Program service revenue$2.15M97%
Investment income$63K3%
Other revenue$0
expenses
Total expenses$3.35M
Program expenses100%
Admin / overhead0%
Fundraising0%
Salaries & benefits$0
Grants paid out$1.18M
Largest expense lineProfessional Fees
balance sheet
Total assets$751K
Cash$68K
Investments$0
Liabilities$636K
Net assets$115K
Liquid reserves0.3 mo
3 years on record · 2020–2024 · YoY revenue -8.9%
leadership · form 990 part vii · fy2024
Who runs it
board members · 3
- CHANINA MESHULAM LISKER — DIRECTOR
- ELIMELECH KOVALENKO — TREASURER
- NAFTALI REINER — PRESIDENT
relationships · 5
Who they work with
- Apple Inc. Partner — Partner for mobile app distribution via App Store.
- Google LLC Partner — Partner for mobile app distribution via Google Play.
- Medicaid Government — Applicants are responsible for submitting required documents to Medicaid for eligibility approval.
- New York Metropolitan Elder Law Institute Partner — Collaborates to keep the community informed about trust services for the elderly and disabled.
- New York Metropolitan Elder Law Institute Partner — Collaborates with UCS Trust Services to support trust-related services for the elderly and disabled.
strategies · 3
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.
- Economical Trust Managementmethodology: economical_trust_managementBy maintaining low enrollment and monthly fees, the organization maximizes the financial benefit of the trust for participants, because reduced costs allow more funds to remain available for beneficiaries' daily living expenses.
- Efficient Disbursement Processingmethodology: timely_disbursementBy processing disbursement requests quickly, the organization ensures reliable access to trust funds, because timely payments enhance the trust’s utility and stability for beneficiaries’ ongoing needs.
- Pooled Supplemental Needs Trust Modelmethodology: supplemental_needs_trustBy pooling assets through a supplemental needs trust, individuals with disabilities can preserve eligibility for public benefits like Medicaid while maintaining access to funds for supplemental expenses, because pooled trusts legally exclude excess income from eligibility calculations.