Civic Intelligence

Special Needs Trust Foundation

990 • Fiscal year 2021 • EIN 33-0440079

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 11, 2022

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

82nd percentile

42%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

71st percentile

22%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

5.4%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,114,762

Up $203,875 (+22%) from 2020

Net Assets

Up

$1,114,762

Up $203,875 (+22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin82nd percentile

Revenue

Up

$488,696

Up $25,201 (+5.4%) from 2020

Expenses

Up

$284,821

Up $68,842 (+32%) from 2020

Net Income

Down

$203,875

Down $43,641 (-18%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2021

Assets$1,114,762
Liabilities$0
Net Assets$1,114,762
Open 2021 Filing

Operations Trend

Revenue Growth41st 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

2021

Revenue$488,696
Expenses$284,821
Net Income$203,875
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 11, 2022
Return Version
2020v4.0
Gross Receipts
$488,696
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$900,022$1,050,024▲ $150,002
Cash and Non-Interest-Bearing Accounts$10,865$64,738▲ $53,873
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$910,887$1,114,762▲ $203,875
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$910,887$1,114,762▲ $203,875
Total Net Assets Fund Balance$910,887$1,114,762▲ $203,875
Total Liabilities and Net Assets / Fund Balance$910,887$1,114,762▲ $203,875
Compensation and Service Providers
Top Officer Pay39th 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
$93,359
Program Service Revenue
$393,433
Investment Income
$1,904
Other Revenue
$0
All Other Contributions
$93,359
Change in Net Assets
$203,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$212,469
Other Expenses$72,352
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$147,601$49,200-$196,801
Occupancy-$19,737-$19,737
Insurance$15,666$212-$15,878
Payroll Taxes$11,751$3,917-$15,668
Office Expenses-$13,828-$13,828
Fees for Services Other$1,987$662-$2,649
Fees for Services Accounting-$2,420-$2,420
Information Technology-$1,894-$1,894
Travel$1,612--$1,612
Other Expenses$350$650-$350
All Other Expenses-$150-$150
Total Functional Expenses$187,217$97,604$0$284,821
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
2022-10-11
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/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
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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/NetAssetsOrFundBalancesBOYAmt0910887
IRS990/NetAssetsOrFundBalancesEOYAmt01114762
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0910887
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01114762
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt019737
IRS990/OccupancyGrp/TotalAmt019737
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013828
IRS990/OfficeExpensesGrp/TotalAmt013828
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/ManagementAndGeneralAmt04934
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1650
IRS990/OtherExpensesGrp/ProgramServicesAmt08250
IRS990/OtherExpensesGrp/ProgramServicesAmt1350
IRS990/OtherExpensesGrp/TotalAmt08250
IRS990/OtherExpensesGrp/TotalAmt14934
IRS990/OtherExpensesGrp/TotalAmt2650
IRS990/OtherExpensesGrp/TotalAmt3350
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049200
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0147601
IRS990/OtherSalariesAndWagesGrp/TotalAmt0196801
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03917
IRS990/PayrollTaxesGrp/ProgramServicesAmt011751
IRS990/PayrollTaxesGrp/TotalAmt015668
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/RelatedOrExemptFuncIncomeAmt017400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1376033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1376033
IRS990/ProgSrvcAccomActy2Grp/Desc0ACT AS TRUSTEE FOR FIRST PARTY SELF SETTLED AND THIRD PARTY SPECIAL NEEDS TRUSTS FOR INDIVIDUALS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0124848
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07904
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt064245
IRS990/PYProgramServiceRevenueAmt0330743
IRS990/PYRevenuesLessExpensesAmt0247516
IRS990/PYSalariesCompEmpBnftPaidAmt0151734
IRS990/PYTotalExpensesAmt0215979
IRS990/PYTotalRevenueAmt0463495
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0203875
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0900022
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01050024
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt093359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0124848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0227889
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01904
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07904
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09517
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04941
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt027299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0393433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0330743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0295905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0353369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0249072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01622522
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01904
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07904
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04941
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt027299
IRS990ScheduleA/InvestmentIncomeCYPct00.01450
IRS990ScheduleA/InvestmentIncomePYPct00.01790
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98550
IRS990ScheduleA/PublicSupportPY509Pct00.98210
IRS990ScheduleA/PublicSupportTotal509Amt01850411
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0486792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0455591
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0304587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0354369
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0249072
IRS990ScheduleA/Total509Grp/TotalAmt01850411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0488696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0463495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0314104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0359310

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,114,762
Liabilities
$0
Net assets
$1,114,762
Revenue
$488,696
Expenses
$284,821
Net income
$203,875
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