Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
Supplemental Disability Benefit Trust
990EZ • Fiscal year 2017 • EIN 94-2628840
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
72nd percentile
Higher debt load relative to revenue than 72% of similar nonprofits.
Net Margin
32nd percentile
Higher net margin than 32% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 2.4% of source-year revenue.
Asset Growth
42nd percentile
Faster asset growth than 42% of similar nonprofits.
Revenue Growth
19th percentile
Faster revenue growth than 19% of similar nonprofits.
Balance Sheet
Assets
Down$132,581
Down $6,486 (-4.7%) from 2016
Net Assets
Down$131,498
Down $6,602 (-4.8%) from 2016
Liabilities
Up$1,083
Up $116 (+12%) from 2016
Revenue And Expenses
Revenue
Down$50,019
Down $38,315 (-43%) from 2016
Expenses
Down$56,621
Down $5,657 (-9.1%) from 2016
Net Income
Down-$6,602
Down $32,658 (-125%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2016 to Aug 31, 2017
- Signed
- May 4, 2018
- Return Version
- 2016v3.0
- Gross Receipts
- $50,019
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 | - | $1,200 | - | $1,200 |
| KENNETH HILL | Trustee | - | $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
- 2018-05-04
- 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: 3,128. Description: conference. Amount: 1,645. Total to form 990-ez, line 16: 4,773.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: contributions receivable. Beg. Of year amount: 5,000. End of year amount: 4,200. Description: prepaid expenses. Beg. Of year amount: 2,586. End of year amount: 2,431.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 67. End of year amount: 183. Description: reserve ins coverage earned. Beg. Of year amount: 900. End of year amount: 600. Description: claims payable. Beg. Of year amount: 0. End of year amount: 300.”
Raw XML Appendix110 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 | 2000 |
| 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 | 131481 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 125950 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6602 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 46589 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 139067 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 132581 |
| IRS990EZ/GrossReceiptsAmt | 0 | 50019 |
| 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 | 138100 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 131498 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 138100 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 131498 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 1200 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 1200 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| 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 | 7586 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 6631 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4773 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE SUPPLEMENTAL DISABILITY BENEFITS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 859 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 50019 |
| 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 | 2400 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 967 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1083 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 56621 |
| IRS990EZ/TotalRevenueAmt | 0 | 50019 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INSURANCE & MISCELLANEOUS EXPENSE. AMOUNT: 3,128. DESCRIPTION: CONFERENCE. AMOUNT: 1,645. TOTAL TO FORM 990-EZ, LINE 16: 4,773. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,000. END OF YEAR AMOUNT: 4,200. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,586. END OF YEAR AMOUNT: 2,431. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 67. END OF YEAR AMOUNT: 183. DESCRIPTION: RESERVE INS COVERAGE EARNED. BEG. OF YEAR AMOUNT: 900. END OF YEAR AMOUNT: 600. DESCRIPTION: CLAIMS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 300. |
| 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 | 2018-06-14 16:35:46Z |
| 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 | 2018-05-04 |
| 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/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DC7011E360B698919E7EBFA8D09269913764AA37 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | AF0F784E429982BC93A0FAF5EDF9664BBECC31B5 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 66.7.226.66 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-05-04 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:12:05 |
| 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 | 2018-05-04T12:12:17-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-08-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $132,581
- Liabilities
- $1,083
- Net assets
- $131,498
- Revenue
- $50,019
- Expenses
- $56,621
- Net income
- -$6,602