named programs · 1 · from sources
what they call their work
Pooled Special Needs Trust Administration
Administers Pooled Special Needs Trusts for individuals with disabilities to help them maintain eligibility for government benefits (SSI, Medicaid) while managing their assets and facilitating disbursements for approved expenses. Offers beneficiary services including advising, coaching, and support.
activities · 1 cluster
what they do
-
Special Needs Trust & Financial Management 6 activities
- Administers Pooled Special Needs Trusts for individuals with disabilitiesProvides pooled trust administration services that enable individuals with disabilities to maintain eligibility for government benefits while managing personal funds through trust accounts of any size, including those under $40,000.
- Issues True Link VISA cards for approved trust fund expendituresProvides beneficiaries of Pooled Special Needs Trusts with True Link VISA cards to access trust funds for approved expenses, ensuring compliant and monitored spending.
- Pooled Special Needs Trust AdministrationAdministers Pooled Special Needs Trust accounts for individuals with disabilities, enabling them to preserve government benefits while managing personal funds. Services include account management regardless of size (including accounts under $40,000) and offering a True Link VISA card for approved expenses.
- Pooled Special Needs Trust AdministrationAdministers Pooled Special Needs Trust accounts for individuals with disabilities, regardless of account size, to help them maintain government benefits while managing personal funds. This includes allowing for the designation of a remainder beneficiary and providing beneficiaries with a True Link VISA card for accessing approved trust funds.
- Pooled Special Needs Trust AdministrationAdministers Pooled Special Needs Trust accounts for individuals with disabilities, enabling them to maintain eligibility for government benefits while managing personal funds. Services include account management regardless of size (including accounts under $40,000) and the designation of remainder beneficiaries.
- Trust Fund Access via Prepaid CardProvides beneficiaries of Pooled Special Needs Trusts with a True Link VISA card to access trust funds for approved expenses, ensuring compliant and convenient use of funds.
-
financials · form 990 · fy2022
the money
revenue
Total revenue$2.65M
Contributions & grants$00%
Program service revenue$2.65M100%
Investment income$00%
Other revenue$0
expenses
Total expenses$2.56M
Program expenses99%
Admin / overhead1%
Fundraising0%
Salaries & benefits$0
Grants paid out$16K
Largest expense lineFacilities
balance sheet
Total assets$0
Cash—
Investments—
Liabilities—
Net assets$0
2 years on record · 2020–2022 · YoY revenue -7.9%
leadership · form 990 part vii · fy2022
who runs it
board members · 3
- JOANNE BRASBERGER — CFO
- MARGARET BARRY — DIRECTOR
- THOMAS BRASBERGER — TREASURER - DIRECTOR
relationships · 3
who they work with
- Lois Nafziger Partner — Elder Law Attorney who founded Secured Futures in response to a family's loss of settlement funds after the death of a trust beneficiary.
- True Link Partner — Provides VISA cards to beneficiaries for accessing trust funds.
- World Wide Web Consortium (W3C) Partner — Adheres to W3C's recommended online usability and design requirements for web accessibility.