Civic Intelligence

Supplemental Disability Benefit Trust

990EZ • Fiscal year 2020 • EIN 94-2628840

Sep 01, 2019 to Aug 31, 2020 • Filed on Feb 19, 2021

Organization ProfileN/A

View Organization Page

PO Box 757Pleasanton, CA 94566

(925) 426-3553

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.00x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Net Margin

25th percentile

-44%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$1,200

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-16%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

-2.5%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$76,742

Down $15,023 (-16%) from 2019

Net Assets

Down

$76,729

Down $14,266 (-16%) from 2019

Liabilities

Down

$13

Down $757 (-98%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin25th percentile

Revenue

Down

$32,090

Down $823 (-2.5%) from 2019

Expenses

Down

$46,356

Down $11,532 (-20%) from 2019

Net Income

Up

-$14,266

Up $10,709 (+43%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$76,742
Liabilities$13
Net Assets$76,729
Open 2020 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$32,090
Expenses$46,356
Net Income-$14,266
Open 2020 Filing
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

To provide supplemental disability benefits

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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,742
Liabilities
$13
Net assets
$76,729
Revenue
$32,090
Expenses
$46,356
Net income
-$14,266
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