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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 75-3033804 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Provide administration and trustee services for pooled special needs trusts in accordance with omnibus reconciliation act of 1993 us code 1496p(d)4(c).
Principal Officer
Alice Dexter
Total Revenue
$3.6M
FY2024
Total Expenses
$2.9M
FY2024
Net Assets
$6.0M
Program Ratio
98.0%
expenses on programs
Employees
23
Volunteers
—
Board Members
7
Voting
7
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.