Caring that makes the difference
Official Benefit Funds Statement
Generated: November 3, 2026 · 4:32 PM
Individual Record · H1-1048
Maya Thompson
Medical Record Number: MRN-48291 · Assigned Caseworker: Casey Morgan
MT
Maya Thompson
Enrolled: Jan 15, 2025 · Status: Active
MRN: MRN-48291
Last 4 SSN: •••• 7124
MCI: ENC-MCI-48291
PA ABLE: Established
Benefit received · Oct
$1,120.00
Government entitlement
Additional income
$250.00
Gifts, work, refunds
Expenses recorded
$42.00
October spending
Agency advance balance
$0.00
Outstanding agency debt
Financial Stream Overview
Current balances and accounting ledger boundaries
Government benefits ledger (October)
$1,120.00
Additional income running balance
$250.00
Expenses recorded (October)
−$42.00
Outstanding agency debt
$0.00
Ledgers are strictly maintained in separate tables to avoid co-mingling benefit entitlement with other funds or agency debt.
Administrative Record
Health1st ID
H1-1048
Medical Record Number
MRN-48291
Assigned Caseworker
Casey Morgan
PA ABLE Account Status
Established
Account Status
Active
Government Benefit History
Monthly entitlement records for Maya Thompson
| Month | Amount Received | Received Date | Status |
|---|---|---|---|
| 2026-10 | $1,120.00 | Oct 1, 2026 | Confirmed |
Effective Category Allocations
Recommended percentages and planning allocations
Housing
55%
Food & groceries
20%
Personal needs
10%
Other approved needs
10%
Transportation
5%
Housing
50%
Food & groceries
20%
Personal needs
10%
Transportation
10%
Other approved needs
10%
Allocations are planning recommendations derived from actual benefit received.
Isolated Income Sources
Running balances per source
| Source Ledger | Type | Current Balance | Transactions |
|---|---|---|---|
| October Government Benefit | Government Benefit | $1,120.00 | 1 recorded |
| Family Gift | Gift | $250.00 | 1 recorded |
Income Transactions Stream
| Date | Source | Description | Amount | Status |
|---|---|---|---|---|
| Oct 20, 2026 | Family Gift | Family monetary gift | $250.00 | Recorded |
| Oct 1, 2026 | October Government Benefit | October SSI/SSDI Deposit | $1,120.00 | Recorded |
Expense Ledger
Recorded expenses and receipt verification status
| Date | Category | Vendor / Description | Amount | Receipt Status | Exception Review |
|---|---|---|---|---|---|
| Oct 17, 2026 | Transportation | Metro Transit Access Medical specialist appointment transport voucher | $42.00 | Attached | Recorded |
Gift Records & 3-Calendar-Day Rule
Gifts causing countable resources to exceed $2,000 must have excess addressed within 3 calendar days
| Date Received | Donor | Gift Amount | Excess Over $2,000 | Deadline | Transfer Status |
|---|---|---|---|---|---|
| Oct 20, 2026 | Family Member (Aunt) | $250.00 | $100.00 | Oct 23, 2026 | Transfer Pending |
Agency Advances Owed to Health1st
Tracked separately as an amount owed until fully recouped
| Reference | Date | Reason | Original Amount | Repaid to Date | Remaining Debt | Status |
|---|---|---|---|---|---|---|
| ADV-2026-008 | Aug 14, 2026 | Urgent Need | $300.00 | $300.00 | $0.00 | Repaid |
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