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EIN 81-0820016

Jewish Los Angeles Special Needs Financial Services

IRS 501(c) type
501(c)(3)
Num. employees
8
City
Los Angeles
State
California
Year formed
2015
Most recent tax filings
2022-12-01
NTEE code, primary
P80: Services to Promote the Independence of Specific Population Groups
Description
Jewish Los Angeles Special Needs Financial Services ensures that individuals with disabilities achieve a high quality of life by using community resources to provide financial security and peace of mind. In 2022, the organization expanded its enrolled beneficiaries from 134 to 152, with an additional three Future Funded enrollments. Each beneficiary receives monthly assistance.
Total revenues
$417,225
2022
Total expenses
$432,829
2022
Total assets
$206,559
2022
Num. employees
8
2022

Program areas at Jewish Los Angeles Special Needs Financial Services

In 2022, the sixth full calendar year of operations, the Jewish Los Angeles Special Needs Trust expanded our number of enrolled beneficiaries from 134 to 152 plus an additional 3 Future Funded enrollments. Each of our 152 active beneficiaries receives monthly check-ins and up to two hours per month of individualized services included in the annual fee, with additional case management services available for a fee. JLA Trust continues to provide in-person and online individual consultations as well as public information sessions in Spanish and English on topics specific to the disabled community including legal and financial long-term planning, housing, and government resources.

Who funds Jewish Los Angeles Special Needs Financial Services

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Jewish Community Foundation of the Jewish Federation Council of Greater LaGeneral Support$37,380
Jewish Federation Council of Greater LAGrant Expense$30,000
Schwab Charitable FundHuman Services$8,180
...and 2 more grants received

Personnel at Jewish Los Angeles Special Needs Financial Services

NameTitleCompensation
Michelle WolfFounder and Executive Director$62,786
Thalia LiraDirector of Client Services
Alexandra OatmanOutreach and Marketing Manager
Ron ParksTrustee and Business Manager
Yechiel GoldbergTreasurer$0
...and 1 more key personnel

Financials for Jewish Los Angeles Special Needs Financial Services

RevenuesFYE 12/2022
Total grants, contributions, etc.$259,080
Program services$158,145
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$417,225

Form 990s for Jewish Los Angeles Special Needs Financial Services

Fiscal year endingDate received by IRSFormPDF link
2022-122023-08-14990View PDF
2021-122022-05-11990View PDF
2020-122021-11-10990View PDF
2019-122020-08-10990View PDF
2018-122019-06-19990View PDF
...and 2 more Form 990s

Organizations like Jewish Los Angeles Special Needs Financial Services

OrganizationLocationRevenue
Challenged Athletes of West VirginiaSnowshoe, WV$113,371
Paraplegics on Independent Nature TripsTerrell, TX$296,049
FestaHilliard, OH$748,005
Next Step ClubhouseCharlotte, NC$223,679
Coalition of Texans with DisabilitiesAustin, TX$1,475,863
Center for Wisdoms WomenLewiston, ME$328,660
The Woman's Exchange of St LouisSaint Louis, MO$1,292,223
Nuestra Casa de East Palo AltoEast Palo Alto, CA$1,952,532
Assistance Dogs of HawaiiMakawao, HI$1,261,710
Asian Women United of MinnesotaMinneapolis, MN$1,513,762
Data update history
January 1, 2024
Received grants
Identified 2 new grant, including a grant for $37,380 from Jewish Community Foundation of the Jewish Federation Council of Greater La
October 6, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 9, 2023
Posted financials
Added Form 990 for fiscal year 2021
May 21, 2023
Received grants
Identified 3 new grant, including a grant for $141,680 from Jewish Community Foundation of the Jewish Federation Council of Greater Los Angeles
May 16, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Civic / social organizationsHuman service organizationsCharities
Issues
Human services
Characteristics
JewishReligiousState / local levelTax deductible donations
General information
Address
6505 Wilshire Blvd 450
Los Angeles, CA 90048
Metro area
Los Angeles-Long Beach-Anaheim, CA
Website URL
jlatrust.org/ 
Phone
(424) 341-3344
IRS details
EIN
81-0820016
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2015
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P80: Services to Promote the Independence of Specific Population Groups
NAICS code, primary
813410: Civic and Social Organizations
Parent/child status
Independent
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