Civic Intelligence

Supplemental Disability Benefit Trust

EIN 94-2628840 • 501(c)9 • Pleasanton, CA

View Organization Page

Profile

To provide supplemental disability benefits

PO Box 757Pleasanton, CA 94566

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-155%

Higher net margin than 31% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$1,200

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

-21%

Faster revenue growth than 54% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $46,543 (-100%) from 2022

Liabilities

Down

$0

Down $36 (-100%) from 2022

Net Assets

Down

$0

Down $46,507 (-100%) from 2022

Operations
Liabilities / Revenue80th percentileNet Margin31st percentile

Revenue

Down

$25,690

Down $6,965 (-21%) from 2022

Expenses

Up

$65,431

Up $16,835 (+35%) from 2022

Net Income

Down

-$39,741

Down $23,800 (-149%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2011: $93,175Liabilities 2011: $11,2412011Assets 2012: $43,478Liabilities 2012: $24,4082012Assets 2013: $58,990Liabilities 2013: $12,3922013Assets 2014: $85,745Liabilities 2014: $5,2002014Assets 2015: $115,689Liabilities 2015: $3,645Net Assets 2015: $112,0442015Assets 2016: $139,067Liabilities 2016: $967Net Assets 2016: $138,1002016Assets 2017: $132,581Liabilities 2017: $1,083Net Assets 2017: $131,4982017Assets 2018: $116,083Liabilities 2018: $113Net Assets 2018: $115,9702018Assets 2019: $91,765Liabilities 2019: $770Net Assets 2019: $90,9952019Assets 2020: $76,742Liabilities 2020: $13Net Assets 2020: $76,7292020Assets 2021: $62,454Liabilities 2021: $6Net Assets 2021: $62,4482021Assets 2022: $46,543Liabilities 2022: $36Net Assets 2022: $46,5072022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth54th percentile

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

$200K$100K$0-$100KRevenue 2011: $79,824Expenses 2011: $118,298Net Income 2011: -$38,4742011Revenue 2012: $80,878Expenses 2012: $143,742Net Income 2012: -$62,8642012Revenue 2013: $79,969Expenses 2013: $52,441Net Income 2013: $27,5282013Revenue 2014: $86,801Expenses 2014: $52,854Net Income 2014: $33,9472014Revenue 2015: $88,547Expenses 2015: $57,048Net Income 2015: $31,4992015Revenue 2016: $88,334Expenses 2016: $62,278Net Income 2016: $26,0562016Revenue 2017: $50,019Expenses 2017: $56,621Net Income 2017: -$6,6022017Revenue 2018: $44,040Expenses 2018: $59,568Net Income 2018: -$15,5282018Revenue 2019: $32,913Expenses 2019: $57,888Net Income 2019: -$24,9752019Revenue 2020: $32,090Expenses 2020: $46,356Net Income 2020: -$14,2662020Revenue 2021: $31,990Expenses 2021: $46,271Net Income 2021: -$14,2812021Revenue 2022: $32,655Expenses 2022: $48,596Net Income 2022: -$15,9412022Revenue 2023: $25,690Expenses 2023: $65,431Net Income 2023: -$39,7412023

Highlighted filing

2023

Revenue$25,690
Expenses$65,431
Net Income-$39,741
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$25,690
Expenses
$65,431
Net income
-$39,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.26$0.65$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.33$0.49$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.32$0.46$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.32$0.46$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.01$0.91$0.33$0.58$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.44$0.60$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.01$1.31$0.50$0.57$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.88$0.62$0.26
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.04$1.12$0.89$0.57$0.31
2014Summary only. Only limited summary data is available for this year.$0.86$0.05$0.87$0.53$0.34
2013Summary only. Only limited summary data is available for this year.$0.59$0.12$0.80$0.52$0.28
2012Summary only. Only limited summary data is available for this year.$0.43$0.24$0.81$1.44$0.63
2011Summary only. Only limited summary data is available for this year.$0.93$0.11$0.80$1.18$0.38
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Feb 19, 2021
Return Version
2019v5.2
Gross Receipts
$32,090
Mission and Program Overview

Mission

Established to provide supplemental disability benefits.

Program Services

DescriptionGrantsExpenses
ESTABLISHED TO PROVIDE SUPPLEMENTAL DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS.$0$0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON PAREDESTrustee-$1,200-$1,200
KENNETH HILLTrustee-$1,200-$1,200
Filing and Contact Details

Filer

Filer Name
Supplemental Disability Benefit Trust
EIN
94-2628840
Phone
9254263553
Address
PO BOX 757, PLEASANTON, CA 94566

Signing Officer

Name
Ron Paredes
Title
Trustee
Phone
9254263553
Signed
2021-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Debbie R Dimery
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 5.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance & miscellaneous expense. Amount: 3,225. Description: conference. Amount: 1,410. Total to form 990-ez, line 16: 4,635.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: contributons receivable. Beg. Of year amount: 2,800. End of year amount: 2,700. Description: prepaid expenses. Beg. Of year amount: 2,681. End of year amount: 3,584.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 770. End of year amount: 13.”

Raw XML Appendix105 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARIO GUERRERO
IRS990EZ/BooksInCareOfDetail/PhoneNum09254263553
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01181 QUARRY LANE SUITE 400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLEASANTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094566
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086284
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070458
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-14266
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038940
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt091765
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076742
IRS990EZ/GrossReceiptsAmt032090
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090995
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076729
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090995
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076729
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RON PAREDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KENNETH HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05481
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06284
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04635
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ESTABLISHED TO PROVIDE SUPPLEMENTAL DISABILITY BENEFITS.
IRS990EZ/PrintingPublicationsPostageAmt0381
IRS990EZ/ProgramServiceRevenueAmt032085
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ESTABLISHED TO PROVIDE SUPPLEMENTAL DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt02400
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0770
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt046356
IRS990EZ/TotalRevenueAmt032090
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE & MISCELLANEOUS EXPENSE. AMOUNT: 3,225. DESCRIPTION: CONFERENCE. AMOUNT: 1,410. TOTAL TO FORM 990-EZ, LINE 16: 4,635.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONTRIBUTONS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,800. END OF YEAR AMOUNT: 2,700. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,681. END OF YEAR AMOUNT: 3,584.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 770. END OF YEAR AMOUNT: 13.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RON PAREDES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09254263553
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUPPLEMENTAL DISABILITY BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUPP
ReturnHeader/Filer/EIN0942628840
ReturnHeader/Filer/PhoneNum09254263553
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 757
ReturnHeader/Filer/USAddress/CityNm0PLEASANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094566
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBBIE R DIMERY
ReturnHeader/ReturnTs02021-02-19T18:33:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

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