Civic Intelligence

Special Needs Trust Foundation

EIN 33-0440079 • 501(c)3 • El Cajon, CA

Profile

To provide services within the county of san diego which allows parents and others to provide the financial security for the special needs of individuals with mental and physical disabilities.

353 E Park Ave Ste 101El Cajon, CA 92020

sntf-sd.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

63rd percentile

8.9%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Revenue Growth

39th percentile

1.6%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$1,441,594

Up $199,346 (+16%) from 2023

Liabilities

Up

$623

Up $623 from 2023

Net Assets

Up

$1,440,971

Up $198,723 (+16%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin85th percentile

Revenue

Up

$512,454

Up $121,554 (+31%) from 2023

Expenses

Up

$313,731

Up $1,829 (+0.6%) from 2023

Net Income

Up

$198,723

Up $119,725 (+152%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2013: $269,621Liabilities 2013: $1,128Net Assets 2013: $268,4932013Assets 2014: $337,084Liabilities 2014: $483Net Assets 2014: $336,6012014Assets 2015: $400,962Liabilities 2015: $10,588Net Assets 2015: $390,3742015Assets 2016: $443,975Liabilities 2016: $12,186Net Assets 2016: $431,7892016Assets 2017: $508,206Liabilities 2017: $18,379Net Assets 2017: $489,8272017Assets 2018: $548,852Liabilities 2018: $0Net Assets 2018: $548,8522018Assets 2019: $663,371Liabilities 2019: $0Net Assets 2019: $663,3712019Assets 2020: $910,887Liabilities 2020: $0Net Assets 2020: $910,8872020Assets 2021: $1,114,762Liabilities 2021: $0Net Assets 2021: $1,114,7622021Assets 2022: $1,163,250Liabilities 2022: $0Net Assets 2022: $1,163,2502022Assets 2023: $1,242,248Liabilities 2023: $0Net Assets 2023: $1,242,2482023Assets 2024: $1,441,594Liabilities 2024: $623Net Assets 2024: $1,440,9712024

Highlighted filing

2024

Assets$1,441,594
Liabilities$623
Net Assets$1,440,971
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2013: $193,471Expenses 2013: $149,641Net Income 2013: $43,8302013Revenue 2014: $225,821Expenses 2014: $157,713Net Income 2014: $68,1082014Revenue 2015: $250,955Expenses 2015: $197,182Net Income 2015: $53,7732015Revenue 2016: $240,169Expenses 2016: $198,754Net Income 2016: $41,4152016Revenue 2017: $252,105Expenses 2017: $194,067Net Income 2017: $58,0382017Revenue 2018: $259,310Expenses 2018: $200,285Net Income 2018: $59,0252018Revenue 2019: $314,104Expenses 2019: $199,585Net Income 2019: $114,5192019Revenue 2020: $463,495Expenses 2020: $215,979Net Income 2020: $247,5162020Revenue 2021: $488,696Expenses 2021: $284,821Net Income 2021: $203,8752021Revenue 2022: $356,801Expenses 2022: $308,313Net Income 2022: $48,4882022Revenue 2023: $390,900Expenses 2023: $311,902Net Income 2023: $78,9982023Revenue 2024: $512,454Expenses 2024: $313,731Net Income 2024: $198,7232024

Highlighted filing

2024

Revenue$512,454
Expenses$313,731
Net Income$198,723
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,441,594
Liabilities
$623
Net assets
$1,440,971
Revenue
$512,454
Expenses
$313,731
Net income
$198,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.51$0.31$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.39$0.31$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.36$0.31$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.49$0.28$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.46$0.22$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.31$0.20$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.26$0.20$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.49$0.25$0.19$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.43$0.24$0.20$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.25$0.20$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.23$0.16$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.19$0.15$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 13, 2025
Return Version
2023v6.0
Gross Receipts
$512,454
Mission and Program Overview

Mission

To provide services within the county of san diego which allows parents and others to provide the financial security for the special needs of individuals with mental and physical disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,220,048$1,425,718▲ $205,670
Cash and Non-Interest-Bearing Accounts$22,200$15,876▼ $6,324
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,242,248$1,441,594▲ $199,346
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$623-
Total Liabilities$0$623▲ $623
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,242,248$1,440,971▲ $198,723
Total Net Assets Fund Balance$1,242,248$1,440,971▲ $198,723
Total Liabilities and Net Assets / Fund Balance$1,242,248$1,441,594▲ $199,346
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Anthony De SalisPresident
Cathryn NacarioVice President
Christina WhiteBoard Member
David CarucciBoard Member
Hannah MossBoard Member
Joanne GarciaBoard Member
Joe PeruccaBoard Member
Liane WilsonBoard Member
Linda SpuckBoard Member
Mandelyn HuirasBoard Member
Miles HorttorBoard Member
Pat PhelanBoard Member
Pebbles DumonBoard Member
Vivian RadamBoard Member
Kim MetliSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$40
Program Service Revenue
$454,694
Investment Income
$57,720
Other Revenue
$0
All Other Contributions
$40
Change in Net Assets
$198,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$227,842
Other Expenses$85,889
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$158,168$52,722-$210,890
Occupancy-$24,046-$24,046
Insurance$17,591$457-$18,048
Payroll Taxes$12,714$4,238-$16,952
Office Expenses-$14,665-$14,665
Fees for Services Other$3,658$1,219-$4,877
All Other Expenses$323$1,974-$2,297
Information Technology-$2,138-$2,138
Fees for Services Accounting-$1,771-$1,771
Other Expenses$7,690$1,364-$1,364
Travel$1,153--$1,153
Total Functional Expenses$201,297$112,434$0$313,731
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Copy of form 990 provided to officers for review prior to filing”

Form 990, Part VI, Section B, Line 12C

“Directors are required to read policy and fill out forms annually to disclose conflicts. Officer reviews statements and discusses with the full board which accepts the statements by vote. Any board member that has a conflict of interest with any board action that comes up in the year will abstain from voting.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Special Needs Trust Foundation
EIN
33-0440079
Phone
6197904810
Address
353 E PARK AVE STE 101, EL CAJON, CA 92020

Signing Officer

Name
Kim Metli
Title
Treasurer
Signed
2025-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Metli
Formed
1989
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
6

Preparer

Firm
Lori a Zarattini CPA Apc
Address
2221 CAMINO DEL RIO S STE 302, SAN DIEGO, CA 92108
Preparer
Lori A Zarattini CPA
Phone
6194466600
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