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Jewish Los Angeles Special Needs Financial Services Inc

EIN 81-0820016 · Los Angeles, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood86 out of 100GovernanceWeak44 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

The mission of the Jewish Los Angeles Special Needs Trust (JLA Trust) is to ensure that children and adults with disabilities are able to obtain a high quality of life by leveraging the power of community to assist with financial security and peace of mind. We are open to beneficiaries of all faiths and backgrounds.

Income
$688,505
Spending
$555,933
Spent on programs
52%
Reserves
7.3 months of spending
Largest source of income
fees for its services, 63%
Employees
8
Highest pay
$94,626, executive dir.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 86 out of 100. Higher than 72% of charities in its peer group (human services, $250k to $1m).

  • Reserves

    28 of 35

    Spendable reserves would cover 7.3 months of spending.

  • Debt

    20 of 20

    It owes 2% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 19% of income.

  • Income trend

    15 of 15

    Income rose 47% on the year before.

  • Spending floor

    8 of 15

    52% of spending went to programs and raising each dollar of donations cost 40 cents.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Weak: 44 out of 100. Higher than 13% of charities in its peer group (human services, $250k to $1m).

  • Independent board

    5 of 25

    0 of 11 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    0 of 5

    Reports that it does not keep minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • Independent check of accounts

    6 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $287,562 spent. IN 2025 THE NINTH FULL CALENDAR YEAR OF OPERATIONS THE JEWISH LOS ANGELES SPECIAL NEEDS TRUST ENROLLED 39 NEW BENEFICIARIES IN OURFIRST-PARTY AND THIRD-PARTY POOLED TRUSTS PLUS AN ADDITIONAL 7BENEFICIARIES IN OUR FUTURE FUNDED THIRD-PARTY TRUSTS ANDACCEPTED OUR FIRST 7 STANDALONE TRUSTS. EACH OF OUR ACTIVEBENEFICIARIES RECEIVES MONTHLY CHECK-INS AND UP TO TWO HOURS PERMONTH OF INDIVIDUALIZED SERVICES INCLUDED IN THE ANNUAL FEE, WITHADDITIONAL CASE MANAGEMENT SERVICES AVAILABLE FOR A FEE. JLA TRUSTCONTINUES TO PROVIDE IN-PERSON AND ONLINE INDIVIDUAL CONSULTATIONSAS WELL AS FREE PUBLIC INFORMATION SESSIONS IN SPANISH AND ENGLISHON TOPICS SPECIFIC TO THE DISABLED COMMUNITY INCLUDING LEGAL ANDFINANCIAL LONG-TERM PLANNING, HOUSING, AND GOVERNMENTRESOURCES. OVER THE NINE YEARS OF OPERATION JLA TRUST HASENROLLED A TOTAL OF 345 CLIENTS AND HAS A CURRENT AUM OF $16,800,000.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since May 2016.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.