2026-09-03T12:01:16-05:00 2025-12-31 921420131 CBIZ ADVISORS LLC 3925 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 990 2025-01-01 208405771 THE NATIONAL FOUNDATION FOR SPECIAL NEEDS INTEGRITY INC NATI 8669798770 9785 CROSSPOINT BLVD STE 116 INDIANAPOLIS IN 462563321 GARY NEAD TREASURER 3175241441 2026-09-03 1 C BRIAN THRASHER P00415434 3174722200 2026-09-03 2025 GARY NEAD 9785 CROSSPOINT BLVD STE 116 INDIANAPOLIS IN 462563321 424055 0 X N/A X 2007 IN TO PROVIDE MEDICAID, SSI AND OTHER MEANS-TESTED BENEFITS RECIPIENTS WHO HAVE BEEN INJURED IN A PERSONAL INJURY, MEDICAL MALPRACTICE, CLASS ACTION, OR OTHER LAWSUITS WITH THE FINEST, MOST COMPASSIONATE AND FASTEST SERVICE AVAILABLE FROM A POOLED SPECIAL NEEDS TRUST-AND TO DO SO WITH THE UTMOST OF COMPETENCE, LEGAL EXPERTISE, AND UNDERSTANDING. 8 8 0 0 0 0 0 0 557790 424048 1 7 0 0 557791 424055 0 0 0 0 0 0 0 0 0 321729 215738 321729 215738 236062 208317 7401469 7104738 7114646 6609596 286823 495142 X TO PROVIDE MEDICAID, SSI AND OTHER MEANS-TESTED BENEFITS RECIPIENTS WHO HAVE BEEN INJURED IN A PERSONAL INJURY, MEDICAL MALPRACTICE, CLASS ACTION, OR OTHER LAWSUITS WITH THE FINEST, MOST COMPASSIONATE AND FASTEST SERVICE AVAILABLE FROM A POOLED SPECIAL NEEDS TRUST-AND TO DO SO WITH THE UTMOST OF COMPETENCE, LEGAL EXPERTISE, AND UNDERSTANDING. 0 0 215738 424048 PROVIDED POOLED TRUST SERVICES TO DISABLED INDIVIDUALS WHO RECEIVE MEANS-TESTED BENEFITS. 215738 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 IN X THE ORGANIZATION 8669798770 9785 CROSSPOINT BLVD STE 116 INDIANAPOLIS IN 462563321 KENN BARBEE DIRECTOR 50.00 X X 0 0 0 GARY NEAD TREASURER 2.00 X X 810 0 0 SUSAN HARGROVE SECRETARY 1.00 X X 0 0 0 JEFFREY L BINKLEY DIRECTOR 1.00 X 0 0 0 MATT RAYMOND DIRECTOR 1.00 X 0 0 0 LARRY D CAGLE PRESIDENT 1.00 X 0 0 0 KIRK LEBLANC VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL SCOTT DIRECTOR 1.00 X 0 0 0 810 0 0 0 0 0 0 0 PROGRAM SERVICE FEES 541900 424048 424048 424048 7 7 424055 424048 0 7 2610 2610 2150 2150 36304 36304 55210 55210 144 144 1252 1252 OUTSIDE CONTRACT SERVIC 80238 80238 OTHER EXPENSES 37083 37083 MEMBERSHIPS AND DUES 495 495 BANK CHARGES 252 252 215738 215738 0 0 38726 20361 78541 74906 3779 3635 7358964 7080742 7401469 7104738 6241921 5686871 872725 922725 7114646 6609596 X 286823 495142 286823 495142 7401469 7104738 208317 0 X 0 0 0 X 398159 419980 444330 557790 424048 2244307 398159 419980 444330 557790 424048 2244307 0 0 0 2244307 1 7 8 1 7 8 398159 419980 444330 557791 424055 2244315 1.00000 1.00000 0.00000 X 0 1 X 13314 9679 3635 64470 64470 0 757 757 0 3635 SECURITY DEPOSITS ASSET 3000 TRUST ESCROW DEPOSITS 7077742 7080742 LINE OF CREDIT 872725 LOAN FROM NLNF 50000 922725 PART IV, LINE 2B: THE ASSETS ARE FOR BENEFICIARIES ONLY. THE NATIONAL FOUNDATION FOR SPECIAL NEEDS INTEGRITY ACTS AS A TRUSTEE AND PROVIDES POOLED TRUST SERVICES TO DISABLE INDIVIDUALS. THE ORGANIZATION HOLDS FUNDS IN CUSTODIAL ACCOUNTS. A TRUST ESCROW ASSET AND ASSOCIATED ESCROW LIABILITY ARE PRESENTED ON THE BALANCE SHEET. FORM 990, PART VI, SECTION A, LINE 3 THE NATIONAL FOUNDATION FOR SPECIAL NEEDS INTEGRITY, INC (NFSNI) USED PROFESSIONAL BUSINESS SERVICES OF INDIANA, LLC (PBS) TO PERFORM SOME CONTRACT CFO, MANAGEMENT CONSULTING AND MARKETING SERVICES (26-3803191). NFSNI PAID $132,280 FOR SERVICES PERFORMED IN 2024. GARY NEAD IS A 100% OWNER OF PBS. GARY NEAD IS THE TREASURER OF THE BOARD OF NFSNI. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C KEY OFFICERS ARE REQUIRED TO DISCLOSE ANNUAL INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE TAXPAYER DID REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A TO DETERMINE THE TOP EXECUTIVE SALARY, THE NATIONAL FOUNDATION FOR SPECIAL NEEDS INTEGRITY, INC FOLLOWED A WRITTEN EXECUTIVE COMPENSATION POLICY WHICH INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 18 THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE PRESIDENT PROVIDES.