Caring that makes the difference
Official Benefit Funds Statement
Generated: November 3, 2026 · 4:30 PM
Individual Record · H1-1072
Jordan Lee
Medical Record Number: MRN-52910 · Assigned Caseworker: Casey Morgan
JL
Jordan Lee
Enrolled: Mar 1, 2025 · Status: Active
MRN: MRN-52910
Last 4 SSN: •••• 8319
MCI: ENC-MCI-52910
PA ABLE: Unknown
Benefit received · Oct
$1,050.00
Government entitlement
Additional income
$75.00
Gifts, work, refunds
Expenses recorded
$84.50
October spending
Agency advance balance
$400.00
Outstanding agency debt
Financial Stream Overview
Current balances and accounting ledger boundaries
Government benefits ledger (October)
$1,050.00
Additional income running balance
$75.00
Expenses recorded (October)
−$84.50
Outstanding agency debt
$400.00
Ledgers are strictly maintained in separate tables to avoid co-mingling benefit entitlement with other funds or agency debt.
Administrative Record
Health1st ID
H1-1072
Medical Record Number
MRN-52910
Assigned Caseworker
Casey Morgan
PA ABLE Account Status
Unknown
Account Status
Active
Government Benefit History
Monthly entitlement records for Jordan Lee
| Month | Amount Received | Received Date | Status |
|---|---|---|---|
| 2026-10 | $1,050.00 | Oct 2, 2026 | Confirmed |
Effective Category Allocations
Recommended percentages and planning allocations
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 |
|---|---|---|---|
| Utility Refund | Refund | $75.00 | 1 recorded |
Income Transactions Stream
| Date | Source | Description | Amount | Status |
|---|---|---|---|---|
| Oct 12, 2026 | Utility Refund | Electric co-op deposit refund | $75.00 | Recorded |
Expense Ledger
Recorded expenses and receipt verification status
| Date | Category | Vendor / Description | Amount | Receipt Status | Exception Review |
|---|---|---|---|---|---|
| Oct 20, 2026 | Food & groceries | Market Fresh Foods Weekly nutritional groceries | $84.50 | Missing | Exception Pending |
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 |
|---|---|---|---|---|---|
| No gifts recorded for this individual. | |||||
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-2026-021 | Jul 30, 2026 | Benefit Funding Delay | $600.00 | $200.00 | $400.00 | Partially Repaid |
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