Civic Intelligence

Special Needs Trust Foundation

990 • Fiscal year 2020 • EIN 33-0440079

Dec 01, 2019 to Nov 30, 2020 • Filed on Oct 12, 2021

Organization Profilesntf-sd.org
353 E Park Ave Ste 101El Cajon, CA 92020

(619) 790-4810

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.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

78th percentile

37%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$910,887

Up $247,516 (+37%) from 2019

Net Assets

Up

$910,887

Up $247,516 (+37%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin91st percentile

Revenue

Up

$463,495

Up $149,391 (+48%) from 2019

Expenses

Up

$215,979

Up $16,394 (+8.2%) from 2019

Net Income

Up

$247,516

Up $132,997 (+116%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2020

Assets$910,887
Liabilities$0
Net Assets$910,887
Open 2020 Filing

Operations Trend

Revenue Growth85th 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

2020

Revenue$463,495
Expenses$215,979
Net Income$247,516
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 12, 2021
Return Version
2019v5.0
Gross Receipts
$463,495
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$640,020$900,022▲ $260,002
Cash and Non-Interest-Bearing Accounts$23,351$10,865▼ $12,486
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$663,371$910,887▲ $247,516
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$663,371$910,887▲ $247,516
Total Net Assets Fund Balance$663,371$910,887▲ $247,516
Total Liabilities and Net Assets / Fund Balance$663,371$910,887▲ $247,516
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Anthony De SalisPresident
Pebbles DumonVice President
Angela AddingtonBoard Member
Brian GarbarkBoard Member
Brian ZottiBoard Member
Cathryn NacarioBoard Member
Christiana PaulBoard Member
David CarucciBoard Member
Glenn HaighBoard Member
Joanne GarciaBoard Member
Joe PeruccaBoard Member
Kaye KelleyBoard Member
Philip LindsleyBoard Member
Vivian RadamBoard Member
Hannah MossSecretary
Kim MetliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$124,848
Program Service Revenue
$330,743
Investment Income
$7,904
Other Revenue
$0
All Other Contributions
$124,848
Change in Net Assets
$247,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$151,734
Other Expenses$64,245
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$79,672$61,161-$140,833
Office Expenses-$12,439-$12,439
Insurance$11,391$119-$11,510
Payroll Taxes$6,167$4,734-$10,901
Fees for Services Accounting-$9,134-$9,134
Occupancy-$5,154-$5,154
Information Technology-$3,580-$3,580
Travel$3,271--$3,271
Fees for Services Other$1,363$1,047-$2,410
Other Expenses$791$811-$791
Advertising$737--$737
All Other Expenses-$203-$203
Total Functional Expenses$113,332$102,647$0$215,979
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, 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
6197904810
Address
353 E PARK AVE STE 101, EL CAJON, CA 92020

Signing Officer

Name
Kim Metli
Title
Treasurer
Signed
2021-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Metli
Formed
1989
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
3

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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IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
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/NetAssetsOrFundBalancesBOYAmt0663371
IRS990/NetAssetsOrFundBalancesEOYAmt0910887
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0663371
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0910887
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt05154
IRS990/OccupancyGrp/TotalAmt05154
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012439
IRS990/OfficeExpensesGrp/TotalAmt012439
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONSULTING FEES
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2RECORD STORAGE
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04265
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1811
IRS990/OtherExpensesGrp/ProgramServicesAmt09750
IRS990/OtherExpensesGrp/ProgramServicesAmt1190
IRS990/OtherExpensesGrp/ProgramServicesAmt2791
IRS990/OtherExpensesGrp/TotalAmt09750
IRS990/OtherExpensesGrp/TotalAmt14455
IRS990/OtherExpensesGrp/TotalAmt2811
IRS990/OtherExpensesGrp/TotalAmt3791
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt061161
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt079672
IRS990/OtherSalariesAndWagesGrp/TotalAmt0140833
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04734
IRS990/PayrollTaxesGrp/ProgramServicesAmt06167
IRS990/PayrollTaxesGrp/TotalAmt010901
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/RelatedOrExemptFuncIncomeAmt028101
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1302642
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028101
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1302642
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY EDUCATION THROUGH SEMINARS TO INFORM THE PUBLIC OF BENEFITS AND SPECIAL NEEDS TRUSTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0927
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt08682
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt09517
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt049683
IRS990/PYProgramServiceRevenueAmt0295905
IRS990/PYRevenuesLessExpensesAmt0114519
IRS990/PYSalariesCompEmpBnftPaidAmt0149902
IRS990/PYTotalExpensesAmt0199585
IRS990/PYTotalRevenueAmt0314104
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0247516
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0330743
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0640020
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0900022
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0124848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0137686
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07904
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09517
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04941
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03709
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029104
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0330743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0295905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0353369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0249072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0233304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01462393
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07904
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04941
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03709
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029104
IRS990ScheduleA/InvestmentIncomeCYPct00.01790
IRS990ScheduleA/InvestmentIncomePYPct00.01570
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98210
IRS990ScheduleA/PublicSupportPY509Pct00.98430
IRS990ScheduleA/PublicSupportTotal509Amt01600079
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0455591
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0304587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0354369
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0249072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0236460

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$910,887
Liabilities
$0
Net assets
$910,887
Revenue
$463,495
Expenses
$215,979
Net income
$247,516
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