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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 23-7159632 · Snapshot of IRS recognition, filing currency, financial health, and governance.
The organization provides planning and trust management services for individuals with disabilities to enhance their quality of life.
Principal Officer
Harold Fortna
Total Revenue
$5.4M
FY2023
Total Expenses
$4.3M
FY2023
Net Assets
$24.5M
Program Ratio
76.4%
expenses on programs
Employees
24
Volunteers
0
Board Members
13
Voting
13
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.