Civic Intelligence

Special Needs Trust Foundation

990 • Fiscal year 2018 • EIN 33-0440079

Dec 01, 2017 to Nov 30, 2018 • Filed on Oct 08, 2019

Organization Profilesntf-sd.org
PO Box 1890Lakeside, CA 92040

(619) 201-2672

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

65th percentile

8.0%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

2.9%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$548,852

Up $40,646 (+8.0%) from 2017

Net Assets

Up

$548,852

Up $59,025 (+12%) from 2017

Liabilities

Down

$0

Down $18,379 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin79th percentile

Revenue

Up

$259,310

Up $7,205 (+2.9%) from 2017

Expenses

Up

$200,285

Up $6,218 (+3.2%) from 2017

Net Income

Up

$59,025

Up $987 (+1.7%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$548,852
Liabilities$0
Net Assets$548,852
Open 2018 Filing

Operations Trend

Revenue Growth48th 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

2018

Revenue$259,310
Expenses$200,285
Net Income$59,025
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Oct 8, 2019
Return Version
2017v2.2
Gross Receipts
$259,310
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$482,015$540,016▲ $58,001
Cash and Non-Interest-Bearing Accounts$26,191$8,836▼ $17,355
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$508,206$548,852▲ $40,646
Other Assets Total-$0-
Liabilities
Other Liabilities$18,379--
Total Liabilities$18,379$0▼ $18,379
Net Assets / Fund Balance
Unrestricted Net Assets$489,827$548,852▲ $59,025
Total Net Assets Fund Balance$489,827$548,852▲ $59,025
Total Liabilities and Net Assets / Fund Balance$508,206$548,852▲ $40,646
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Pebbles DumonPresident
David CarucciVice President
Anthony De SalisBoard Member
Cathryn NacarioBoard Member
Christiana PaulBoard Member
Glenn HaighBoard Member
Hannah MossBoard Member
Joanne GarciaBoard Member
Joe PeruccaBoard Member
Joel VerbestelBoard Member
Kaye KelleyBoard Member
Philip LindsleyBoard Member
Vivian RadamBoard Member
Richard GuiterrezSecretary
Kim MetliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$253,369
Investment Income
$4,941
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$59,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$150,549
Other Expenses$49,736
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$92,871$46,492-$139,363
Insurance$12,118$402-$12,520
Payroll Taxes$7,454$3,732-$11,186
Office Expenses-$3,970-$3,970
Travel$3,178--$3,178
Advertising$2,505--$2,505
Other Expenses$2,024$782-$2,024
Information Technology-$1,740-$1,740
Occupancy-$1,529-$1,529
All Other Expenses-$968-$968
Fees for Services Accounting-$698-$698
Total Functional Expenses$136,565$63,720$0$200,285
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 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

Filer Name
Special Needs Trust Foundation
EIN
33-0440079
Phone
6192012672
Address
PO BOX 1890, LAKESIDE, CA 92040

Signing Officer

Name
Kim Metli
Title
Treasurer
Signed
2019-10-08
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
3

Preparer

Firm
Lori a Zarattini CPA Apc
Address
2221 CAMINO DEL RIO S STE 302, SAN DIEGO, CA 92108-3611
Preparer
Lori A Zarattini CPA
Phone
6194466600
Raw XML AppendixShowing 400 of 491 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/ProgramServicesAmt02505
IRS990/AdvertisingGrp/TotalAmt02505
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0968
IRS990/AllOtherExpensesGrp/TotalAmt0968
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0KIM METLI
IRS990/BooksInCareOfDetail/PhoneNum06192012672
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012515 WOODSIDE AVE 1890
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKESIDE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092040
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt026191
IRS990/CashNonInterestBearingGrp/EOYAmt08836
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04941
IRS990/CYOtherExpensesAmt049736
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0253369
IRS990/CYRevenuesLessExpensesAmt059025
IRS990/CYSalariesCompEmpBnftPaidAmt0150549
IRS990/CYTotalExpensesAmt0200285
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0259310
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0ACT AS TRUSTEE FOR FIRST PARTY SELF SETTLED AND THIRD PARTY SPECIAL NEEDS TRUSTS FOR INDIVIDUALS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0133545
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0698
IRS990/FeesForServicesAccountingGrp/TotalAmt0698
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0PEBBLES DUMON
IRS990/Form990PartVIISectionAGrp/PersonNm1KIM METLI
IRS990/Form990PartVIISectionAGrp/PersonNm2KAYE KELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID CARUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm4JOEL VERBESTEL
IRS990/Form990PartVIISectionAGrp/PersonNm5ANTHONY DE SALIS
IRS990/Form990PartVIISectionAGrp/PersonNm6JOANNE GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm7PHILIP LINDSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8CATHRYN NACARIO
IRS990/Form990PartVIISectionAGrp/PersonNm9HANNAH MOSS
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRISTIANA PAUL
IRS990/Form990PartVIISectionAGrp/PersonNm11VIVIAN RADAM
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD GUITERREZ
IRS990/Form990PartVIISectionAGrp/PersonNm13GLENN HAIGH
IRS990/Form990PartVIISectionAGrp/PersonNm14JOE PERUCCA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0259310
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01740
IRS990/InformationTechnologyGrp/TotalAmt01740
IRS990/InsuranceGrp/ManagementAndGeneralAmt0402
IRS990/InsuranceGrp/ProgramServicesAmt012118
IRS990/InsuranceGrp/TotalAmt012520
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt04941
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04941
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0489827
IRS990/NetAssetsOrFundBalancesEOYAmt0548852
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01529
IRS990/OccupancyGrp/TotalAmt01529
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03970
IRS990/OfficeExpensesGrp/TotalAmt03970
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/Desc2PAYROLL SERVICE FEES
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03407
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1782
IRS990/OtherExpensesGrp/ProgramServicesAmt014340
IRS990/OtherExpensesGrp/ProgramServicesAmt1515
IRS990/OtherExpensesGrp/ProgramServicesAmt21560
IRS990/OtherExpensesGrp/ProgramServicesAmt32024
IRS990/OtherExpensesGrp/TotalAmt014340
IRS990/OtherExpensesGrp/TotalAmt13922
IRS990/OtherExpensesGrp/TotalAmt22342
IRS990/OtherExpensesGrp/TotalAmt32024
IRS990/OtherLiabilitiesGrp/BOYAmt018379
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046492
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt092871
IRS990/OtherSalariesAndWagesGrp/TotalAmt0139363
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03732
IRS990/PayrollTaxesGrp/ProgramServicesAmt07454
IRS990/PayrollTaxesGrp/TotalAmt011186
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/RelatedOrExemptFuncIncomeAmt025700
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11460
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2226209
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11460
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2226209
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY EDUCATION THROUGH SEMINARS TO INFORM THE PUBLIC OF BENEFITS AND SPECIAL NEEDS TRUSTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03020
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01460
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03033
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt055061
IRS990/PYProgramServiceRevenueAmt0249072
IRS990/PYRevenuesLessExpensesAmt058038
IRS990/PYSalariesCompEmpBnftPaidAmt0139006
IRS990/PYTotalExpensesAmt0194067
IRS990/PYTotalRevenueAmt0252105
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt059025
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0251909
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0482015
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0540016
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08357
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04941
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03709
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0572
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0353369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0249072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0233304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0248630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0222328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01306703
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04941
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03709
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013300
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00750
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99000
IRS990ScheduleA/PublicSupportPY509Pct00.99250
IRS990ScheduleA/PublicSupportTotal509Amt01315060
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0354369
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0249072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0236460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0249910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0225249
IRS990ScheduleA/Total509Grp/TotalAmt01315060

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$548,852
Liabilities
$0
Net assets
$548,852
Revenue
$259,310
Expenses
$200,285
Net income
$59,025
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