Civic Intelligence

The Everfund Inc

EIN 83-1218408 • 501(c)3 • Monsey, NY

Profile

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.

33 Downtown Dr 300Monsey, NY 10952

www.everfundtrust.com

Siviq Scores

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

Liabilities / Assets

100th percentile

126.53x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

3.01x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-3.7%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

21st percentile

-39%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-33%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$5,909

Down $3,768 (-39%) from 2023

Liabilities

Up

$747,659

Up $5,360 (+0.7%) from 2023

Net Assets

Down

-$741,750

Down $9,128 (-1.2%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin38th percentile

Revenue

Down

$248,510

Down $122,786 (-33%) from 2023

Expenses

Down

$257,638

Down $6,971 (-2.6%) from 2023

Net Income

Down

-$9,128

Down $115,815 (-109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2019: $2,444Liabilities 2019: $144,465Net Assets 2019: -$142,0212019Assets 2020: $21,285Liabilities 2020: $386,802Net Assets 2020: -$365,5172020Assets 2021: $111,409Liabilities 2021: $660,193Net Assets 2021: -$548,7842021Assets 2022: $28Liabilities 2022: $839,337Net Assets 2022: -$839,3092022Assets 2023: $9,677Liabilities 2023: $742,299Net Assets 2023: -$732,6222023Assets 2024: $5,909Liabilities 2024: $747,659Net Assets 2024: -$741,7502024

Highlighted filing

2024

Assets$5,909
Liabilities$747,659
Net Assets-$741,750
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $379,778Expenses 2019: $510,044Net Income 2019: -$130,2662019Revenue 2020: $353,148Expenses 2020: $576,644Net Income 2020: -$223,4962020Revenue 2021: $336,160Expenses 2021: $519,427Net Income 2021: -$183,2672021Revenue 2022: $261,773Expenses 2022: $552,298Net Income 2022: -$290,5252022Revenue 2023: $371,296Expenses 2023: $264,609Net Income 2023: $106,6872023Revenue 2024: $248,510Expenses 2024: $257,638Net Income 2024: -$9,1282024

Highlighted filing

2024

Revenue$248,510
Expenses$257,638
Net Income-$9,128
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,909
Liabilities
$747,659
Net assets
-$741,750
Revenue
$248,510
Expenses
$257,638
Net income
-$9,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.06$7.48$7.42$2.49$2.58$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.10$7.42$7.33$3.71$2.65$1.07
2022Detailed filing. Detailed filing data is available for this year.$0.00$8.39$8.39$2.62$5.52$2.91
2021Detailed filing. Detailed filing data is available for this year.$1.11$6.60$5.49$3.36$5.19$1.83
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$3.87$3.66$3.53$5.77$2.23
2019Detailed filing. Detailed filing data is available for this year.$0.02$1.44$1.42$3.80$5.10$1.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$248,510
Mission and Program Overview

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.

The organization provides services to the disabled population by administering a pooled special needs trust for disabled individuals who cannot care for themselves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges-$5,000-
Cash and Non-Interest-Bearing Accounts$9,677$909▼ $8,768
Total Assets$9,677$5,909▼ $3,768
Liabilities
Mortgage Notes Payable Secured by Investment Property$500,000$500,000→ $0
Unsecured Notes Loans Payable$184,000$215,263▲ $31,263
Accounts Payable and Accrued Expenses$58,299$32,396▼ $25,903
Total Liabilities$742,299$747,659▲ $5,360
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-732,622$-741,750▼ $9,128
Total Net Assets Fund Balance$-732,622$-741,750▼ $9,128
Total Liabilities and Net Assets / Fund Balance$9,677$5,909▼ $3,768
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Aharon SchwartzDirector
Eliezer SputzDirector
Yoel FriedmanDirector
Jacob SpitzerExecutive Director
Joel GreenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,500
Program Service Revenue
$202,010
Investment Income
$0
Other Revenue
$0
All Other Contributions
$46,500
Change in Net Assets
$-9,128
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,365
Salaries, Compensation, and Employee Benefits$101,223
Grants and Similar Amounts Paid$50
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$94,030--$94,030
Information Technology-$31,516-$31,516
Fees for Services Other-$31,500-$31,500
Occupancy$14,923$14,923-$29,846
Office Expenses$14,396--$14,396
Fees for Services Legal-$13,865-$13,865
Interest-$13,750-$13,750
Travel-$9,694-$9,694
Payroll Taxes$7,193--$7,193
Fees for Services Accounting-$6,525-$6,525
Insurance-$5,042-$5,042
Advertising-$231-$231
Grants to Domestic Orgs$50--$50
Total Functional Expenses$130,592$127,046$0$257,638
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
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
No
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The tax return preparer sends the executive director a draft copy of the completed tax return for the board of directors review and comment. After the board of directors approves the return, the executive director notifies the tax return preparer and a final version of the return is sent to the executive director. The executive director then signs the e-file authorization form and returns it to the tax return preparer. The tax return preparer then e-files the return.”

Form 990, Part VI, Section B, Line 12C

“All directors and officers are required to disclose any potential conflict of interest no less than annually by completing and executing a conflict of interest disclosure questionnaire and statement. Failure to disclose a potential conflict of interest or engaging in a practice determined to be a conflict of interest may result in disciplinary action up to and including termination.”

Form 990, Part VI, Section C, Line 19

“Upon request the public may view the organizations' governing documents and related documents at the address located on page 1 of form 990.”

Filing and Contact Details

Filer

Filer Name
The Everfund Inc
EIN
83-1218408
Phone
8452029000
Address
33 DOWNTOWN DR 300, MONSEY, NY 10952

Signing Officer

Name
Jacob Spitzer
Title
Executive Director
Phone
8452029000
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacob Spitzer
Formed
2018
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
2
Volunteers
5

Preparer

Firm
Roth & Company Llp
Address
1428 36TH STREET SUITE 200, BROOKLYN, NY 11218
Preparer
Zacharia Waxler
Phone
7182361600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 0. Management and general expenses 14,000. Fundraising expenses 0. Total expenses 14,000. Contract labor: program service expenses 0. Management and general expenses 17,500. Fundraising expenses 0. Total expenses 17,500.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN PREPARER SENDS THE EXECUTIVE DIRECTOR A DRAFT COPY OF THE COMPLETED TAX RETURN FOR THE BOARD OF DIRECTORS REVIEW AND COMMENT. AFTER THE BOARD OF DIRECTORS APPROVES THE RETURN, THE EXECUTIVE DIRECTOR NOTIFIES THE TAX RETURN PREPARER AND A FINAL VERSION OF THE RETURN IS SENT TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR THEN SIGNS THE E-FILE AUTHORIZATION FORM AND RETURNS IT TO THE TAX RETURN PREPARER. THE TAX RETURN PREPARER THEN E-FILES THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST NO LESS THAN ANNUALLY BY COMPLETING AND EXECUTING A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE AND STATEMENT. FAILURE TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST OR ENGAGING IN A PRACTICE DETERMINED TO BE A CONFLICT OF INTEREST MAY RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST THE PUBLIC MAY VIEW THE ORGANIZATIONS' GOVERNING DOCUMENTS AND RELATED DOCUMENTS AT THE ADDRESS LOCATED ON PAGE 1 OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,000. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09677
IRS990/TotalAssetsEOYAmt05909
IRS990/TotalAssetsGrp/BOYAmt09677
IRS990/TotalAssetsGrp/EOYAmt05909
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt046500
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0127046
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130592
IRS990/TotalFunctionalExpensesGrp/TotalAmt0257638
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0742299
IRS990/TotalLiabilitiesEOYAmt0747659
IRS990/TotalLiabilitiesGrp/BOYAmt0742299
IRS990/TotalLiabilitiesGrp/EOYAmt0747659
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-732622
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-741750
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0130592
IRS990/TotalProgramServiceRevenueAmt0202010
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0202010
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0248510
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09677
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05909
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt09694
IRS990/TravelGrp/TotalAmt09694
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0184000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0215263
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt033 DOWNTOWN DR 300
IRS990/USAddress/CityNm0MONSEY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010952
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.EVERFUNDTRUST.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACOB SPITZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08452029000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EVERFUND INC
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0831218408
ReturnHeader/Filer/PhoneNum08452029000
ReturnHeader/Filer/USAddress/AddressLine1Txt033 DOWNTOWN DR 300
ReturnHeader/Filer/USAddress/CityNm0MONSEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010952
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113360065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROTH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01428 36TH STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011218
ReturnHeader/PreparerPersonGrp/PhoneNum07182361600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACHARIA WAXLER
ReturnHeader/ReturnTs02025-11-17T16:57:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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