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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 06-1268987 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To promote independence and enhance the quality of life for the elderly, people with disabilities and their families through the management of special needs trusts. To provide supplementary Assistance to the most needy elderly and people with disabilities through the administration of charitable trust funds.
Principal Officer
KERRY Tedford-Coles
Total Revenue
$1.4M
FY2023
Total Expenses
$1.3M
FY2023
Net Assets
$2.0M
Program Ratio
75.8%
expenses on programs
Employees
15
Volunteers
15
Board Members
14
Voting
14
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.