Civic Intelligence

Special Needs Resource Foundation of San Diego

EIN 46-4543603 • 501(c)3 • San Diego, CA

Profile

Special Needs Resource Foundation of San Diego's mission is to connect families (and individuals) with disabilities to resources, services and opportunities while encouraging an inclusive community and enhancing quality of life.

1475 6th Avenue Ste 511San Diego, CA 92101
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

19th percentile

-29%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

33rd percentile

-19%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

4.1%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$132,400

Up $11,433 (+9.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$132,400

Up $11,433 (+9.5%) from 2023

Revenue

Down

$83,381

Down $2,015 (-2.4%) from 2023

Expenses

Down

$73,231

Down $1,571 (-2.1%) from 2023

Net Income

Down

$10,150

Down $444 (-4.2%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2019: $95,135Liabilities 2019: $0Net Assets 2019: $95,1352019Assets 2020: $95,833Liabilities 2020: $0Net Assets 2020: $95,8332020Assets 2021: $99,725Liabilities 2021: $0Net Assets 2021: $99,7252021Assets 2022: $109,212Liabilities 2022: $0Net Assets 2022: $109,2122022Assets 2023: $120,967Liabilities 2023: $0Net Assets 2023: $120,9672023Assets 2024: $132,400Liabilities 2024: $0Net Assets 2024: $132,4002024

Highlighted filing

2024

Assets$132,400
Liabilities$0
Net Assets$132,400

Operations Trend

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

$100K$50K$0Revenue 2019: $70,660Expenses 2019: $0Net Income 2019: $70,6602019Revenue 2020: $58,214Expenses 2020: $48,800Net Income 2020: $9,4142020Revenue 2021: $65,656Expenses 2021: $61,623Net Income 2021: $4,0332021Revenue 2022: $77,036Expenses 2022: $67,048Net Income 2022: $9,9882022Revenue 2023: $85,396Expenses 2023: $74,802Net Income 2023: $10,5942023Revenue 2024: $83,381Expenses 2024: $73,231Net Income 2024: $10,1502024

Highlighted filing

2024

Revenue$83,381
Expenses$73,231
Net Income$10,150

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 31, 2023
Return Version
2022v5.0
Gross Receipts
$77,036
Mission and Program Overview

Mission

Special Needs Resource Foundation of San Diego's mission is to connect families (and individuals) with disabilities to resources, services and opportunities while encouraging an inclusive community and enhancing quality of life.

Our mission is to connect families (and individuals) with disabilities to resources, services and opportunities while encouraging an inclusive community and enhancing quality of life. We print an annual resource guide and organize local community events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$99,725$109,212▲ $9,487
Rtn Earn Endowment Incm Other Fnds$99,725$109,212▲ $9,487
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$99,725$109,212▲ $9,487
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$99,725$109,212▲ $9,487
Total Liabilities and Net Assets / Fund Balance$99,725$109,212▲ $9,487
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sharon BayPresident
Michele HancockSecretary
Linda BayTresurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,832
Program Service Revenue
$35,204
Investment Income
$0
Other Revenue
$0
All Other Contributions
$29,168
Change in Net Assets
$9,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$67,048$0$0$67,048
Total Functional Expenses$67,048$0$0$67,048
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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 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 A, Line 2

Sharon Bay, Michele Hancock and Linda Bay are related.

Form 990, Part VI, Section A, Line 8B

Our secretary took minutes at every meeting.

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

Form 990, Part VI, Section B Line 11 B: Yes, all Board members received a print out of this form before filing.

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

The Board monitors the Conflict of Interest policy. It is discussed at Board meetings when necessary.

Form 990, Part VI, Section C, Line 18

Our Form 1023, the Form 990-EZ's and Form 990's are also available on GuideStar.

Form 990, Part VI, Section C, Line 19

Upon request and also available on GuideStar.

Filing and Contact Details

Filer

Filer Name
Special Needs Resource Foundation of San Diego
EIN
46-4543603
Phone
6196856970
Address
1475 6th Avenue Ste 511, San Diego, CA 92101

Signing Officer

Name
Sharon Bay
Title
President
Phone
6196856970
Signed
2023-03-31

Organization Details

Principal Officer
Sharon Bay
Formed
2014
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
20
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

This is the expenses for the year.

Form 990, Part XI, Line 9

We are off by $501.

Raw XML AppendixShowing 400 of 496 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.

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IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt061623
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt028471
IRS990/PYRevenuesLessExpensesAmt04033
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt061623
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt065656
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt09988
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011784
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt099725
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0109212
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0This is the income minus the reported grants.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt030188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0124468
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt046848
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt038356
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt038473
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt030760
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt033358
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0187795
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39860
IRS990ScheduleA/PublicSupportPY170Pct00.36972
IRS990ScheduleA/PublicSupportTotal170Amt0124468
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07350
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0124468
IRS990ScheduleA/TotalSupportAmt0312263
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sharon Bay, Michele Hancock and Linda Bay are related.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Our secretary took minutes at every meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990, Part VI, Section B Line 11 B: Yes, all Board members received a print out of this form before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board monitors the Conflict of Interest policy. It is discussed at Board meetings when necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Our Form 1023, the Form 990-EZ's and Form 990's are also available on GuideStar.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Upon request and also available on GuideStar.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6This is the expenses for the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7We are off by $501.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2

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