Civic Intelligence

The National Foundation for Special Needs Integrity Inc

EIN 20-8405771 • 501(c)3 • Indianapolis, IN

Profile

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.

9785 Crosspoint Blvd Ste 116Indianapolis, IN 46256-3321

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.96x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

12.76x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.1%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

26%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$7,401,469

Down $79,628 (-1.1%) from 2023

Liabilities

Down

$7,114,646

Down $315,690 (-4.2%) from 2023

Net Assets

Up

$286,823

Up $236,062 (+465%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin86th percentile

Revenue

Up

$557,791

Up $113,461 (+26%) from 2023

Expenses

Up

$321,729

Up $135,734 (+73%) from 2023

Net Income

Down

$236,062

Down $22,273 (-8.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $5,877Liabilities 2010: $0Net Assets 2010: $5,8772010Assets 2011: $8,504,547Liabilities 2011: $8,452,552Net Assets 2011: $51,9952011Assets 2012: $9,995,772Liabilities 2012: $9,845,273Net Assets 2012: $150,4992012Assets 2013: $10,312,720Liabilities 2013: $10,338,702Net Assets 2013: -$25,9822013Assets 2014: $17,836,238Liabilities 2014: $17,856,281Net Assets 2014: -$20,0432014Assets 2015: $13,953,082Liabilities 2015: $13,998,449Net Assets 2015: -$45,3672015Assets 2016: $12,815,278Liabilities 2016: $13,040,330Net Assets 2016: -$225,0522016Assets 2017: $13,270,058Liabilities 2017: $13,567,982Net Assets 2017: -$297,9242017Assets 2018: $11,849,635Liabilities 2018: $12,774,570Net Assets 2018: -$924,9352018Assets 2019: $11,211,763Liabilities 2019: $12,188,770Net Assets 2019: -$977,0072019Assets 2020: $9,966,838Liabilities 2020: $10,706,066Net Assets 2020: -$739,2282020Assets 2021: $9,181,467Liabilities 2021: $9,658,428Net Assets 2021: -$476,9612021Assets 2022: $8,253,236Liabilities 2022: $8,460,810Net Assets 2022: -$207,5742022Assets 2023: $7,481,097Liabilities 2023: $7,430,336Net Assets 2023: $50,7612023Assets 2024: $7,401,469Liabilities 2024: $7,114,646Net Assets 2024: $286,8232024

Highlighted filing

2024

Assets$7,401,469
Liabilities$7,114,646
Net Assets$286,823
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2010: $529,181Expenses 2010: $574,999Net Income 2010: -$45,8182010Revenue 2011: $593,424Expenses 2011: $547,306Net Income 2011: $46,1182011Revenue 2012: $1,092,168Expenses 2012: $993,663Net Income 2012: $98,5052012Revenue 2013: $759,509Expenses 2013: $935,990Net Income 2013: -$176,4812013Revenue 2014: $1,128,300Expenses 2014: $1,122,362Net Income 2014: $5,9382014Revenue 2015: $741,278Expenses 2015: $766,602Net Income 2015: -$25,3242015Revenue 2016: $351,947Expenses 2016: $531,689Net Income 2016: -$179,7422016Revenue 2017: $440,075Expenses 2017: $512,947Net Income 2017: -$72,8722017Revenue 2018: $561,364Expenses 2018: $1,188,375Net Income 2018: -$627,0112018Revenue 2019: $349,801Expenses 2019: $401,871Net Income 2019: -$52,0702019Revenue 2020: $377,763Expenses 2020: $139,985Net Income 2020: $237,7782020Revenue 2021: $398,159Expenses 2021: $135,860Net Income 2021: $262,2992021Revenue 2022: $419,980Expenses 2022: $150,593Net Income 2022: $269,3872022Revenue 2023: $444,330Expenses 2023: $185,995Net Income 2023: $258,3352023Revenue 2024: $557,791Expenses 2024: $321,729Net Income 2024: $236,0622024

Highlighted filing

2024

Revenue$557,791
Expenses$321,729
Net Income$236,062
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$7,401,469
Liabilities
$7,114,646
Net assets
$286,823
Revenue
$557,791
Expenses
$321,729
Net income
$236,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.40$7.11$0.29$0.56$0.32$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.48$7.43$0.05$0.44$0.19$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.25$8.46$0.21$0.42$0.15$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.18$9.66$0.48$0.40$0.14$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.97$10.7$0.74$0.38$0.14$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$12.2$0.98$0.35$0.40$0.05
2018Summary only. Only limited summary data is available for this year.$11.8$12.8$0.92$0.56$1.19$0.63
2017Summary only. Only limited summary data is available for this year.$13.3$13.6$0.30$0.44$0.51$0.07
2016Summary only. Only limited summary data is available for this year.$12.8$13.0$0.23$0.35$0.53$0.18
2015Summary only. Only limited summary data is available for this year.$14.0$14.0$0.05$0.74$0.77$0.03
2014Summary only. Only limited summary data is available for this year.$17.8$17.9$0.02$1.13$1.12$0.01
2013Summary only. Only limited summary data is available for this year.$10.3$10.3$0.03$0.76$0.94$0.18
2012Summary only. Only limited summary data is available for this year.$10.00$9.85$0.15$1.09$0.99$0.10
2011Summary only. Only limited summary data is available for this year.$8.50$8.45$0.05$0.59$0.55$0.05
2010Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.53$0.57$0.05
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$419,980
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,211$4,067▼ $144
Cash and Non-Interest-Bearing Accounts$2,402$906▼ $1,496
Total Assets$9,181,467$8,253,236▼ $928,231
Other Assets Total$9,174,854$8,248,263▼ $926,591
Liabilities
Escrow Account Liability$8,857,316$7,590,003▼ $1,267,313
Other Liabilities$801,112$870,807▲ $69,695
Total Liabilities$9,658,428$8,460,810▼ $1,197,618
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-476,961$-207,574▲ $269,387
Total Net Assets Fund Balance$-476,961$-207,574▲ $269,387
Total Liabilities and Net Assets / Fund Balance$9,181,467$8,253,236▼ $928,231

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$64,470$64,470
Leasehold Improvements$4,067$9,247$13,314
Other Land Buildings$0$757$757
Other Assets Org$8,245,263--
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Gary NeadPresident of the Board
Jeffrey L BinkleyDirector
Kevin ClasenDirector
Kirk LeblancDirector
Larry D CagleDirector
Matt RaymondDirector
Susan HargroveDirector, Secretary, Treas
Kenn BarbeeChief Operating Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$419,980
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$269,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,593
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$54,551--$54,551
Interest$34,582--$34,582
Fees for Services Legal$18,222--$18,222
Fees for Services Management$12,000--$12,000
Insurance$8,137--$8,137
Fees for Services Accounting$5,485--$5,485
Depreciation Depletion$144--$144
Other Expenses$100$280-$100
All Other Expenses-$-2,420-$-2,420
Total Functional Expenses$152,733$-2,140$0$150,593
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$870,807
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

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). Pbs invoiced nfsni $11,606 in 2022 for services performed. But it was not paid as of 12/31/2022. Nfsni paid pbs $20 for expense reimbursements. Gary nead is a 100% owner of pbs. Gary nead is the president 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.”

Filing and Contact Details

Filer

Filer Name
The National Foundation for Special
EIN
20-8405771
Phone
8669798770
Address
9785 CROSSPOINT BLVD STE 116, INDIANAPOLIS, IN 46256-3321

Signing Officer

Name
Gary Nead
Title
President
Phone
3175241441
Signed
2023-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Nead
Formed
2007
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Somerset
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
Matthew W Utterback CPA
Phone
3174722200
Supplemental Narrative

Financial Statement Notes

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.”

Raw XML Appendix385 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-2420
IRS990/AllOtherExpensesGrp/TotalAmt0-2420
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08669798770
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09785 CROSSPOINT BLVD STE 116
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0462563321
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02402
IRS990/CashNonInterestBearingGrp/EOYAmt0906
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0150593
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0419980
IRS990/CYRevenuesLessExpensesAmt0269387
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0150593
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0419980
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0144
IRS990/DepreciationDepletionGrp/TotalAmt0144
IRS990/Desc0PROVIDED POOLED TRUST SERVICES TO DISABLED INDIVIDUALS WHO RECEIVE MEANS-TESTED BENEFITS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt08857316
IRS990/EscrowAccountLiabilityGrp/EOYAmt07590003
IRS990/ExpenseAmt0152733
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05485
IRS990/FeesForServicesAccountingGrp/TotalAmt05485
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt018222
IRS990/FeesForServicesLegalGrp/TotalAmt018222
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt012000
IRS990/FeesForServicesManagementGrp/TotalAmt012000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt750.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY NEAD
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN HARGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFFREY L BINKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3MATT RAYMOND
IRS990/Form990PartVIISectionAGrp/PersonNm4LARRY D CAGLE
IRS990/Form990PartVIISectionAGrp/PersonNm5KIRK LEBLANC
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN CLASEN
IRS990/Form990PartVIISectionAGrp/PersonNm7KENN BARBEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR, SECRETARY, TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0419980
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt08137
IRS990/InsuranceGrp/TotalAmt08137
IRS990/InterestGrp/ProgramServicesAmt034582
IRS990/InterestGrp/TotalAmt034582
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt074474
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04211
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04067
IRS990/LandBldgEquipCostOrOtherBssAmt078541
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-476961
IRS990/NetAssetsOrFundBalancesEOYAmt0-207574
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-476961
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-207574
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt054551
IRS990/OfficeExpensesGrp/TotalAmt054551
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09174854
IRS990/OtherAssetsTotalGrp/EOYAmt08248263
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP AND DUES
IRS990/OtherExpensesGrp/Desc2TAXES & LICENSES
IRS990/OtherExpensesGrp/Desc3DONATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0280
IRS990/OtherExpensesGrp/ProgramServicesAmt019080
IRS990/OtherExpensesGrp/ProgramServicesAmt1432
IRS990/OtherExpensesGrp/ProgramServicesAmt2100
IRS990/OtherExpensesGrp/TotalAmt019080
IRS990/OtherExpensesGrp/TotalAmt1432
IRS990/OtherExpensesGrp/TotalAmt2280
IRS990/OtherExpensesGrp/TotalAmt3100
IRS990/OtherLiabilitiesGrp/BOYAmt0801112
IRS990/OtherLiabilitiesGrp/EOYAmt0870807
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GARY NEAD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0419980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0419980
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0135860
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0398159
IRS990/PYRevenuesLessExpensesAmt0262299
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0135860
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0398159
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0269387
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0419980
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0419980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0398159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0377763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0349801
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0562364
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02108067
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02108067
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0419980
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0398159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0377763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0349801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0562364
IRS990ScheduleA/Total509Grp/TotalAmt02108067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0419980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0398159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0377763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0349801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0562364
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02108067
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt064470
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064470
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04067
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt09247
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt013314
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18245263
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS ASSET
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TRUST ESCROW DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0757
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0757
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0870807
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04067
IRS990ScheduleD/TotalBookValueOtherAssetsAmt08248263
IRS990ScheduleD/TotalLiabilityAmt0870807
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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). PBS INVOICED NFSNI $11,606 IN 2022 FOR SERVICES PERFORMED. BUT IT WAS NOT PAID AS OF 12/31/2022. NFSNI PAID PBS $20 FOR EXPENSE REIMBURSEMENTS. GARY NEAD IS A 100% OWNER OF PBS. GARY NEAD IS THE PRESIDENT OF THE BOARD OF NFSNI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEY OFFICERS ARE REQUIRED TO DISCLOSE ANNUAL INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE TAXPAYER DID REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PRESIDENT PROVIDES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09181467
IRS990/TotalAssetsEOYAmt08253236
IRS990/TotalAssetsGrp/BOYAmt09181467
IRS990/TotalAssetsGrp/EOYAmt08253236
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0-2140
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0152733
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150593
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09658428
IRS990/TotalLiabilitiesEOYAmt08460810
IRS990/TotalLiabilitiesGrp/BOYAmt09658428
IRS990/TotalLiabilitiesGrp/EOYAmt08460810
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-476961
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-207574
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0152733
IRS990/TotalProgramServiceRevenueAmt0419980
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0419980
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0419980
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09181467
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08253236
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09785 CROSSPOINT BLVD STE 116
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd0462563321
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY NEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03175241441
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NATIONAL FOUNDATION FOR SPECIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NEEDS INTEGRITY INC
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0208405771
ReturnHeader/Filer/PhoneNum08669798770
ReturnHeader/Filer/USAddress/AddressLine1Txt09785 CROSSPOINT BLVD STE 116
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0462563321
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921420131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ SOMERSET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03925 RIVER CROSSING PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW W UTTERBACK CPA
ReturnHeader/ReturnTs02023-10-31T13:04:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEAD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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