Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Supplemental Disability Benefit Trust
990EZ • Fiscal year 2016 • EIN 94-2628840
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
69th percentile
Higher debt load relative to revenue than 69% of similar nonprofits.
Net Margin
82nd percentile
Higher net margin than 82% of similar nonprofits.
Top Officer Pay
71st percentile
Higher top officer pay than 71% of similar nonprofits.
Top officer pay equals 0.6% of source-year revenue.
Asset Growth
84th percentile
Faster asset growth than 84% of similar nonprofits.
Revenue Growth
56th percentile
Faster revenue growth than 56% of similar nonprofits.
Balance Sheet
Assets
Up$139,067
Up $23,378 (+20%) from 2015
Net Assets
Up$138,100
Up $26,056 (+23%) from 2015
Liabilities
Down$967
Down $2,678 (-73%) from 2015
Revenue And Expenses
Revenue
Down$88,334
Down $213 (-0.2%) from 2015
Expenses
Up$62,278
Up $5,230 (+9.2%) from 2015
Net Income
Down$26,056
Down $5,443 (-17%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2015 to Aug 31, 2016
- Signed
- May 1, 2017
- Return Version
- 2015v3.0
- Gross Receipts
- $88,334
Mission and Program Overview
Mission
To provide supplemental disability benefits
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED SUPPLEMENTAL DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RON PAREDES | Trustee | - | $0 | $500 | $500 |
| KENNETH HILL | Trustee | - | $0 | $500 | $500 |
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
- 2017-05-01
- 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 16 - Other Expenses
“Description: insurance & miscellaneous expense . Amount: 5,160. Description: conference . Amount: 1,773. Total to form 990-ez, line 16: 6,933.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: contributions receivable . Beg. Of year amount: 5,000. End of year amount: 5,000. Description: prepaid expenses . Beg. Of year amount: 4,998. End of year amount: 2,586.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable . Beg. Of year amount: 145. End of year amount: 67. Description: claims payable . Beg. Of year amount: 600. End of year amount: 0. Description: reserve ins coverage earned . Beg. Of year amount: 2,900. End of year amount: 900.”
Raw XML Appendix104 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 3949 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MARIO GUERRERO |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9254263553 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1181 QUARRY LANE SUITE 400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PLEASANTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94566 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 105691 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 131481 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 26056 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 49510 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 115689 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 139067 |
| IRS990EZ/GrossReceiptsAmt | 0 | 88334 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 112044 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 138100 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 112044 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 138100 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RON PAREDES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KENNETH HILL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 9998 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 7586 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 6933 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE SUPPLEMENTAL DISABILITY BENEFITS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 886 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 88334 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED SUPPLEMENTAL DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 1000 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3645 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 967 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 62278 |
| IRS990EZ/TotalRevenueAmt | 0 | 88334 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INSURANCE & MISCELLANEOUS EXPENSE . AMOUNT: 5,160. DESCRIPTION: CONFERENCE . AMOUNT: 1,773. TOTAL TO FORM 990-EZ, LINE 16: 6,933. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: CONTRIBUTIONS RECEIVABLE . BEG. OF YEAR AMOUNT: 5,000. END OF YEAR AMOUNT: 5,000. DESCRIPTION: PREPAID EXPENSES . BEG. OF YEAR AMOUNT: 4,998. END OF YEAR AMOUNT: 2,586. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 145. END OF YEAR AMOUNT: 67. DESCRIPTION: CLAIMS PAYABLE . BEG. OF YEAR AMOUNT: 600. END OF YEAR AMOUNT: 0. DESCRIPTION: RESERVE INS COVERAGE EARNED . BEG. OF YEAR AMOUNT: 2,900. END OF YEAR AMOUNT: 900. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RON PAREDES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9254263553 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-05-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SUPPLEMENTAL DISABILITY BENEFIT TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SUPP |
| ReturnHeader/Filer/EIN | 0 | 942628840 |
| ReturnHeader/Filer/PhoneNum | 0 | 9254263553 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 757 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PLEASANTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94566 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 522385296 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LINDQUIST LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5000 EXECUTIVE PARKWAY SUITE 400 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN RAMON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94583 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9252779100 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DEBBIE R DIMERY |
| ReturnHeader/ReturnTs | 0 | 2017-05-01T12:52:24-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-08-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $139,067
- Liabilities
- $967
- Net assets
- $138,100
- Revenue
- $88,334
- Expenses
- $62,278
- Net income
- $26,056