Nonprofit · EIN 83-1218408
THE EVERFUND INC
Tax-exempt · MONSEY, NY 10952
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $248,510 | $257,638 | -$9,128 | $5,909 | $747,659 | -$741,750 |
| December 31, 2023 | 990 | $371,296 | $264,609 | $106,687 | $9,677 | $742,299 | -$732,622 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $46,500
- Program service revenue
- $202,010
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $50
- Other salaries and wages
- $94,030
- Salaries, compensation and benefits (total)
- $101,223
- Professional fundraising fees
- $0
- Legal fees
- $13,865
- Accounting fees
- $6,525
- Occupancy
- $29,846
- Travel
- $9,694
- Program services (functional)
- $130,592
- Management and general (functional)
- $127,046
Balance sheet and other
- Total assets, start of year
- $9,677
- Total assets, end of year
- $5,909
- Total liabilities, end of year
- $747,659
- Net assets, end of year
- -$741,750
- Net assets without donor restrictions
- -$741,750
- Gross receipts
- $248,510
- Employees
- 2
- Volunteers
- 5
- Year formed
- 2018
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACOB SPITZER | EXECUTIVE DIRECTOR Trustee or director, Officer | 30 | $0 |
| YOEL FRIEDMAN | DIRECTOR Trustee or director | 1 | $0 |
| AHARON SCHWARTZ | DIRECTOR Trustee or director | 1 | $0 |
| ELIEZER SPUTZ | DIRECTOR Trustee or director | 1 | $0 |
| JOEL GREEN | TREASURER Officer | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JACOB SPITZER | EXECUTIVE DIRECTOR Trustee or director, Officer | 30 | $15,384 | $25,346 |
| YOEL FRIEDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AHARON SCHWARTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELIEZER SPUTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOEL GREEN | TREASURER Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 33 DOWNTOWN DR STE 3000, MONSEY, NY 10952-3852
- Mailing address (990-N for 2018)
- 15 Perlman Drive Suite 116, Spring Valley NY 10977
- Principal officer (990 for 2024)
- JACOB SPITZER, 33 DOWNTOWN DR 300, MONSEY, NY 10952
- Principal officer (990-N for 2018)
- Jacob Spitzer, 64 Herrick Avenue Unit 202, Spring Valley NY 10977
- Signed the 990
- JACOB SPITZER, EXECUTIVE DIRECTOR
- Phone
- (845) 202-9000
- Website
- WWW.EVERFUNDTRUST.COM
- Return prepared by
- ROTH & COMPANY LLP
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.
Program accomplishments
- 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 $130,592 · grants $50 · revenue $202,010
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-1218408
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y19)
- Assets (IRS master file)
- $5,909
- Income (IRS master file)
- $248,510
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $248,510 | $257,638 | $5,909 | XML |
| 990 | December 2023 | $371,296 | $264,609 | $9,677 | XML |
| 990 | December 2022 | $261,773 | $552,298 | $28 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Jacob Spitzer | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-1218408).
Questions about THE EVERFUND INC
- What is the EIN of THE EVERFUND INC?
- The employer identification number (EIN) of THE EVERFUND INC is 83-1218408.
- Is THE EVERFUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to THE EVERFUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE EVERFUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE EVERFUND INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE EVERFUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE EVERFUND INC?
- The 990 for the year ended December 31, 2024 names JACOB SPITZER.
- Who are the officers and directors of THE EVERFUND INC?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE EVERFUND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $248,510, expenses of $257,638 and total assets of $5,909 at year end.
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