The National Foundation for Special Needs Integrity Inc

Nonprofit profile at a glance

EIN
208405771
IRS 990 coverage
2019–2025
Forms available
Form 990 2025, Form 990-T 2020
Location
Indianapolis, IN, USA
Phone
8669798770
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Services N.E.C.

Reported finances

Revenue
$424,055
Expenses
$215,738
Assets
$7,104,738
Liabilities
$6,609,596

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • LARRY D CAGLE (PRESIDENT)
  • KIRK LEBLANC (VICE PRESIDENT)

Highest reported compensation

  • GARY NEAD (TREASURER): $810 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

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.

What it reported doing in 2025

Provided pooled trust services to disabled individuals who receive means-tested benefits.

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 90
  • Accountability: 74
  • Sustainability: 76
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 50.9%; rating input score 51
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 8 controls in place; rating input score 38
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 49.1%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 32.93; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: 0.93; rating input score 4; 4th percentile among comparable filings
  • Officer compensation ratio: 0.4%; rating input score 34; 34th percentile among comparable filings

Growth

  • Program expense growth: -2.4% per year; rating input score 0; 21st percentile among comparable filings
  • Revenue growth: 5.3% per year; rating input score 100; 49th percentile among comparable filings
  • Asset growth: -7.9% per year; rating input score 0; 7th percentile among comparable filings

Details

  • Where the money goes: 50.9% of revenue deployed · 100% of spending went to programs
  • Governance: 8 of 8 board members independent · 3 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $216K in reported program spending
  • Leadership: top reported pay $810 · 8 people listed
  • Consistency: 19 of 19 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2019 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 51/100.
  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 4/100.
  • Moderate — Sustainability: Officer compensation ratio scored 34/100.