Civic Intelligence

Special Needs Trust Foundation

990 • Fiscal year 2014 • EIN 33-0440079

Dec 01, 2013 to Nov 30, 2014 • Filed on Oct 02, 2015

Organization Profilesntf-sd.org
PO Box 189092040

(619) 201-2672

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$337,084

Up $67,463 (+25%) from 2013

Net Assets

Up

$336,601

Up $68,108 (+25%) from 2013

Liabilities

Down

$483

Down $645 (-57%) from 2013

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin84th percentile

Revenue

Up

$225,821

Up $32,350 (+17%) from 2013

Expenses

Up

$157,713

Up $8,072 (+5.4%) from 2013

Net Income

Up

$68,108

Up $24,278 (+55%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$337,084
Liabilities$483
Net Assets$336,601
Open 2014 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$225,821
Expenses$157,713
Net Income$68,108
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Oct 2, 2015
Return Version
2013v4.0
Gross Receipts
$225,821
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$266,494$326,808▲ $60,314
Cash and Non-Interest-Bearing Accounts$3,127$10,276▲ $7,149
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$269,621$337,084▲ $67,463
Other Assets Total-$0-
Liabilities
Other Liabilities$1,128$483▼ $645
Total Liabilities$1,128$483▼ $645
Net Assets / Fund Balance
Unrestricted Net Assets$268,493$336,601▲ $68,108
Total Net Assets Fund Balance$268,493$336,601▲ $68,108
Total Liabilities and Net Assets / Fund Balance$269,621$337,084▲ $67,463
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Pebbles DumonPresident
David SchneiderVice President
Christiana PaulBoard Member
David CarucciBoard Member
Debra Turner EmersonBoard Member
Ernie LozanoBoard Member
Fern SiegelBoard Member
Hannah MossBoard Member
Joanne GarciaBoard Member
Marisol AvilaBoard Member
Philip LindsleyBoard Member
Skip CovellBoard Member
Vivian RadamBoard Member
Mark KlausSecretary
Kim MetliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,921
Program Service Revenue
$222,328
Investment Income
$572
Other Revenue
$0
All Other Contributions
$2,921
Change in Net Assets
$68,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$119,009
Other Expenses$38,704
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$95,518$14,877-$110,395
Insurance$9,152$201-$9,353
Payroll Taxes$7,453$1,161-$8,614
Travel$4,893--$4,893
Office Expenses-$2,926-$2,926
Fees for Services Other$2,485$278-$2,763
Occupancy-$2,630-$2,630
Advertising$1,215--$1,215
Other Expenses$1,941$1,082-$1,082
Fees for Services Accounting-$646-$646
All Other Expenses-$566-$566
Total Functional Expenses$130,237$27,476$0$157,713
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Payable$483
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Line 19: Other Organization Documents Publicly Available

“Documents are available upon request”

Filing and Contact Details

Filer

EIN
33-0440079
Phone
6192012672

Signing Officer

Name
Kim Metli
Title
Treasurer
Signed
2015-10-02
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
2

Preparer

Preparer
Lori A Zarattini CPA
Phone
6194466600
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0336601
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02630
IRS990/OccupancyGrp/TotalAmt02630
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02926
IRS990/OfficeExpensesGrp/TotalAmt02926
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONSULTING FEES
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03109
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11082
IRS990/OtherExpensesGrp/ProgramServicesAmt07200
IRS990/OtherExpensesGrp/ProgramServicesAmt1380
IRS990/OtherExpensesGrp/ProgramServicesAmt21941
IRS990/OtherExpensesGrp/TotalAmt07200
IRS990/OtherExpensesGrp/TotalAmt13489
IRS990/OtherExpensesGrp/TotalAmt21941
IRS990/OtherExpensesGrp/TotalAmt31082
IRS990/OtherLiabilitiesGrp/BOYAmt01128
IRS990/OtherLiabilitiesGrp/EOYAmt0483
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014877
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt095518
IRS990/OtherSalariesAndWagesGrp/TotalAmt0110395
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01161
IRS990/PayrollTaxesGrp/ProgramServicesAmt07453
IRS990/PayrollTaxesGrp/TotalAmt08614
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KIM METLI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0JOINDER FEES
IRS990/ProgramServiceRevenueGrp/Desc1SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc2TRUSTEE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1823
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2185005
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1823
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2185005
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY EDUCATION THROUGH SEMINARS TO INFORM THE PUBLIC OF BENEFITS AND SPECIAL NEEDS TRUSTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01595
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0823
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt068108
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0221505
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0266494
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0326808
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010256
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0572
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0388
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0448
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0408
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0399
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0222328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0191733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0158206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0139069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0112287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0823623
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0388
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0448
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0408
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02215
IRS990ScheduleA/InvestmentIncomeCYPct00.00260
IRS990ScheduleA/InvestmentIncomePYPct00.00350
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99740
IRS990ScheduleA/PublicSupportPY509Pct00.99650
IRS990ScheduleA/PublicSupportTotal509Amt0833879
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0225249
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0193083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0158406
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0139714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117427
IRS990ScheduleA/Total509Grp/TotalAmt0833879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0225821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0193471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0158854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0140122

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,084
Liabilities
$483
Net assets
$336,601
Revenue
$225,821
Expenses
$157,713
Net income
$68,108
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