Totals
- Total revenue
- $371,296
- Total expenses
- $264,609
- Contributions and grants received
- $0
- Grants paid
- $100
- Program service revenue
- $231,221
- Investment income
- $0
- Other revenue
- $140,075
- Total assets, end of year
- $9,677
- Total liabilities, end of year
- $742,299
- Net assets or fund balances, end of year
- -$732,622
- Program services expenses (Part IX)
- $151,709
- Management and general expenses
- $112,900
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $151,709
Program services were 57.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: FIDUCIARY AND TRUST FE
total $231,221 · related or exempt $231,221
-
11a · Other revenue: EMPLOYEE RETENTION CRE
total $140,075 · related or exempt $140,075
-
11e · Other revenue, total
$140,075
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $100 · program services $100
-
5 · Compensation of officers, directors and key employees
total $40,730 · program services $20,365 · management and general $20,365
-
7 · Other salaries and wages
total $71,521 · program services $71,521
-
9 · Other employee benefits
total $12,061 · program services $12,061
-
10 · Payroll taxes
total $6,648 · program services $6,285 · management and general $363
-
11c · Fees: accounting
total $13,000 · management and general $13,000
-
11g · Fees: other
total $9,092 · management and general $9,092
-
12 · Advertising and promotion
total $1,632 · management and general $1,632
-
13 · Office expenses
total $26,742 · program services $26,742
-
14 · Information technology
total $26,510 · management and general $26,510
-
16 · Occupancy
total $29,270 · program services $14,635 · management and general $14,635
-
17 · Travel
total $10,457 · management and general $10,457
-
20 · Interest
total $13,750 · management and general $13,750
-
23 · Insurance
total $3,096 · management and general $3,096
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $28 · end of year $9,677
-
17 · Accounts payable and accrued expenses
beginning of year $45,307 · end of year $58,299
-
23 · Secured mortgages and notes payable
beginning of year $500,000 · end of year $500,000
-
24 · Unsecured notes and loans payable
beginning of year $294,030 · end of year $184,000
-
27 · Net assets without donor restrictions
beginning of year -$839,309 · end of year -$732,622
Mission and programs · 2023
Mission
THE ORGANIZATION PROVIDES ADVICE TO THE POOR, ILL, AGED, DISABLED AND MENTALLY CHALLENGED AS TO HOW TO BECOME MEDICAID ELIGIBLE AND BE ELIGIBLE FOR GOVERNMENTAL AID GRANTS. ADDITIONALLY, THE ORGANIZATION ASSISTS THEM TO APPLY FOR MEDICAID AND OTHER GOVERNMENTAL AID GRANTS AND ACCOMPANY THEM AT MEDICAID HEARINGS.
Activities or mission (Part I)
THE ORGANIZATION PROVIDES SERVICES TO THE DISABLED POPULATION BY ADMINISTERING A POOLED SPECIAL NEEDS TRUST FOR DISABLED INDIVIDUALS WHO CANNOT CARE FOR THEMSELVES.
-
THE ORGANIZATION GENERATES REVENUE FROM MANAGING POOLED MEDICAID TRUSTS SERVICE PROGRAMS FOR THE BENEFIT OF DISABLED AND SPECIAL NEEDS INDIVIDUALS IN NEW YORK. THE ORGANIZATION WAS ESTABLISHED TO MANAGE POOLED MEDICAID TRUSTS PURSUANT TO NY SOCIAL SERVICES LAW SECTION 366(2)(B)(2)(III)(B).
Expenses $151,709 · Grants $100 · Revenue $371,296
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jacob SpitzerJACOB SPITZER
EXECUTIVE DIRECTOR
- Total calculated
- $40,730
- From this org
- $15,384
- From related orgs
- $0
- Other
- $25,346
- Hours/week
- 30
-
Yoel FriedmanYOEL FRIEDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aharon SchwartzAHARON SCHWARTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eliezer SputzELIEZER SPUTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joel GreenJOEL GREEN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423189349304582
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