Civic Intelligence

Supplemental Disability Benefit Trust

990EZ • Fiscal year 2023 • EIN 94-2628840

Sep 01, 2022 to Aug 31, 2023 • Filed on Apr 10, 2024

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

65th percentile

0.00x

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

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

Net Margin

17th percentile

-155%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$1,200

Higher top officer pay than 83% of similar nonprofits.

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

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

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

27th percentile

-21%

Faster revenue growth than 27% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

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

Net Assets

Down

$0

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

Liabilities

Down

$0

Down $36 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin17th 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

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2023

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

Operations Trend

Revenue Growth27th 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

2023

Revenue$25,690
Expenses$65,431
Net Income-$39,741
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Apr 10, 2024
Return Version
2022v5.0
Gross Receipts
$25,690
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--
Compensation and Service Providers
Top Officer Pay83rd 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
In Care Of
% MARIO GUERRERO
Phone
9254263553
Address
PO BOX 757, PLEASANTON, CA 94566

Signing Officer

Name
Kenneth Hill
Title
Trustee
Phone
9254263553
Signed
2024-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
5000 EXECUTIVE PKWY ST 400, SAN RAMON, CA 94583
Preparer
Jasmine S Baker
Phone
9252779100
Supplemental Narrative

Additional Explanations

PART I, LINE 20:

“Closed entry to remove remaining balance sheet assets to net assets to remove them from the organization's books.”

Form 990EZ Part I Line 16

“Description:INSURANCE & MISCELLANEOUS EXPENSE Amount:9443”

Form 990EZ Part I Line 16

“Description:DUES AND SUBSCRIPTIONS Amount:1145”

Form 990EZ Part II Line 24

“Description:CONTRIBUTIONS RECEIVABLE BOY Amount:2700 EOY Amount:”

Form 990EZ Part II Line 24

“Description:PREPAID EXPENSES BOY Amount:4065 EOY Amount:”

Raw XML Appendix137 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt02715
IRS990EZ/BooksInCareOfDetail/PersonNm0MARIO GUERRERO
IRS990EZ/BooksInCareOfDetail/PhoneNum09254263553
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01181 QUARRY LANE SUITE 440
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLEASANTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094566
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039778
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-39741
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt049190
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046543
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt025690
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046507
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046507
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
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/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06765
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-6766
IRS990EZ/OtherExpensesTotalAmt010588
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ESTABLISHED TO PROVIDE SUPPLEMENTAL DISABILITY BENEFITS.
IRS990EZ/PrintingPublicationsPostageAmt0538
IRS990EZ/ProgramServiceRevenueAmt025690
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ESTABLISHED TO PROVIDE SUPPLEMENTAL DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02400
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt036
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065431
IRS990EZ/TotalRevenueAmt025690
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-08-21
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0943138272
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt02588
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FAIR VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0TEAMSTERS MANAGED HEALTH CARE TRUST
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 757
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0PLEASANTON
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd094566
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLOSED ENTRY TO REMOVE REMAINING BALANCE SHEET ASSETS TO NET ASSETS TO REMOVE THEM FROM THE ORGANIZATION'S BOOKS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:INSURANCE & MISCELLANEOUS EXPENSE Amount:9443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:DUES AND SUBSCRIPTIONS Amount:1145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:CONTRIBUTIONS RECEIVABLE BOY Amount:2700 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:PREPAID EXPENSES BOY Amount:4065 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 20:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART II LINE 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09254263553
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUPPLEMENTAL DISABILITY BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUPP
ReturnHeader/Filer/EIN0942628840
ReturnHeader/Filer/InCareOfNm0% MARIO GUERRERO
ReturnHeader/Filer/PhoneNum09254263553
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 757
ReturnHeader/Filer/USAddress/CityNm0PLEASANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PKWY ST 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASMINE S BAKER
ReturnHeader/ReturnTs02024-04-24T16:00:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENNETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HILL
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$25,690
Expenses
$65,431
Net income
-$39,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$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