Mission
Everfund Pooled Trust assists elderly and disabled individuals by providing funding options that allow them to safeguard their income while ensuring they remain eligible for Medicaid. We strive to ensure a smooth process through personalized case management and compassionate customer service.
Basic Information
Founded in
2018
EIN
83-1218408
Total Assets
$28
UN Sustainable Development Goals Supported
This organization contributes to the following United Nations Sustainable Development Goals. See the SDG page for more information.
At a Glance

Pooled Income Trust Overview
A pooled income trust is a unique type of trust that allows disabled individuals to preserve their income and assets, enabling them to qualify for public benefits.

Personal Service Commitment
Everfund offers personalized service with home visits to assist clients in managing their trust accounts effectively.

Efficient Processing
We guarantee an efficient and expedient processing of new Joinder Agreements for our trust services.
MIP Score (Beta)
The MIP Score is in beta! We'd love any feedback you may have.
The MIP Score and it's methodology is purely used as a way to visualize how a nonprofits public financial data compares against others. It doesn't reflect the unique circumstances and impact that a nonprofit has.The MIP Score should never be used to say one charity is better than another.
Overall Score
44
28
/100
Program Expense Ratio
48.67%
4
/20
Program Revenue Growth
27.38%
18
/20
Leverage Ratio
29.98 thousand
2
/20
Working Capital Ratio
-1.52
2
/20
Fundraising Efficiency
0
2
/20
Latest Filing Data: Form 990
Fiscal Year:2022
Source:Source: Self-reported by organization
Financial Details
Revenue
Category | Amount | Percentage |
---|---|---|
Contributions, Gifts, and Grants | 0 | 0.00% |
Program Services | 261.8K | 100.00% |
Investment Income | 0 | 0.00% |
Sales of Non-Inventory Assets | 0 | 0.00% |
Other Notable Sources | 0 | 0.00% |
Total Revenue | 261.8K | 100.00% |
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