Nonprofit · EIN 33-0440079
SPECIAL NEEDS TRUST FOUNDATION
Tax-exempt · EL CAJON, CA 92020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990 | $489,396 | $350,351 | $139,045 | $1,580,549 | $533 | $1,580,016 |
| November 30, 2024 | 990 | $512,454 | $313,731 | $198,723 | $1,441,594 | $623 | $1,440,971 |
| November 30, 2023 | 990 | $390,900 | $311,902 | $78,998 | $1,242,248 | $0 | $1,242,248 |
Financial details: 990 for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $30
- Program service revenue
- $428,521
- Investment income
- $60,845
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,876
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $230,070
- Salaries, compensation and benefits (total)
- $248,535
- Professional fundraising fees
- $0
- Accounting fees
- $946
- Occupancy
- $24,748
- Travel
- $1,009
- Program services (functional)
- $226,889
- Management and general (functional)
- $123,462
Balance sheet and other
- Total assets, start of year
- $1,441,594
- Total assets, end of year
- $1,580,549
- Total liabilities, end of year
- $533
- Net assets, end of year
- $1,580,016
- Net assets without donor restrictions
- $1,580,016
- Gross receipts
- $489,396
- Employees
- 5
- Year formed
- 1989
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAT PHELAN | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHRYN NACARIO | Vice President Trustee or director, Officer | 2 | $0 |
| KIM METLI | SECRETARY/TREAS Trustee or director, Officer | 4 | $0 |
| LIANE WILSON | Board Member Trustee or director | 1 | $0 |
| DAVID CARUCCI | Board Member Trustee or director | 1 | $0 |
| LETTY ZUNO | BOARD MEMBER Trustee or director | 1 | $0 |
| ANTHONY DE SALIS | President Trustee or director, Officer | 2 | $0 |
| JOANNE GARCIA | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTINA WHITE | BOARD MEMBER Trustee or director | 1 | $0 |
| LUBY ROSOCHACOVA | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA SPUCK | BOARD MEMBER Trustee or director | 1 | $0 |
| MANDELYN HUIRAS | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE PERUCCA | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended November 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAT PHELAN | BOARD MEMBER Trustee or director | 1 | $0 |
| CATHRYN NACARIO | Vice President Trustee or director, Officer | 2 | $0 |
| KIM METLI | SECRETARY/TREAS Trustee or director, Officer | 4 | $0 |
| LIANE WILSON | Board Member Trustee or director | 1 | $0 |
| DAVID CARUCCI | Board Member Trustee or director | 1 | $0 |
| ANTHONY DE SALIS | President Trustee or director, Officer | 2 | $0 |
| JOANNE GARCIA | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTINA WHITE | BOARD MEMBER Trustee or director | 1 | $0 |
| PEBBLES DUMON | BOARD MEMBER Trustee or director | 1 | $0 |
| HANNAH MOSS | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA SPUCK | BOARD MEMBER Trustee or director | 1 | $0 |
| VIVIAN RADAM | BOARD MEMBER Trustee or director | 1 | $0 |
| MANDELYN HUIRAS | BOARD MEMBER Trustee or director | 1 | $0 |
| MILES HORTTOR | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE PERUCCA | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended November 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEBBLES DUMON | Vice President Trustee or director, Officer | 2 | $0 |
| KIM METLI | Treasurer Trustee or director, Officer | 4 | $0 |
| LIANE WILSON | Board Member Trustee or director | 1 | $0 |
| DAVID CARUCCI | Board Member Trustee or director | 1 | $0 |
| ANTHONY DE SALIS | President Trustee or director, Officer | 2 | $0 |
| JOANNE GARCIA | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTINA WHITE | BOARD MEMBER Trustee or director | 1 | $0 |
| CINDI DAILEY | BOARD MEMBER Trustee or director | 1 | $0 |
| HANNAH MOSS | Secretary Trustee or director, Officer | 2 | $0 |
| CHRISTIANA PAUL | BOARD MEMBER Trustee or director | 1 | $0 |
| VIVIAN RADAM | BOARD MEMBER Trustee or director | 1 | $0 |
| WADE WILDE | BOARD MEMBER Trustee or director | 1 | $0 |
| MILES HORTTOR | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE PERUCCA | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 353 E PARK AVE STE 101, EL CAJON, CA 92020-3944
- Principal officer (990 for 2024)
- KIM METLI, 353 E PARK AVE STE 101, EL CAJON, CA 92020
- Signed the 990
- Kim Metli, Treasurer
- Phone
- (619) 790-4810
- Website
- sntf-sd.org
- Return prepared by
- LORI A ZARATTINI CPA APC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0440079 or by the name SPECIAL NEEDS TRUST FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE SERVICES WITHIN THE STATE OF CALIFORNIA WHICH ALLOWS PARENTS AND OTHERS TO PROVIDE THE FINANCIAL SECURITY FOR THE SPECIAL NEEDS OF INDIVIDUALS WITH MENTAL AND PHYSICAL DISABILITIES.
Program accomplishments
- ACT AS TRUSTEE FOR FIRST PARTY SELF SETTLED AND THIRD PARTY SPECIAL NEEDS TRUSTS FOR INDIVIDUALSExpenses $226,889
- COMMUNITY EDUCATION THROUGH SEMINARS TO INFORM THE PUBLIC OF BENEFITS AND SPECIAL NEEDS TRUSTS
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990 on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0440079
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S25Z)
- Assets (IRS master file)
- $1,580,549
- Income (IRS master file)
- $489,396
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2025 | $489,396 | $350,351 | $1,580,549 | XML |
| 990 | November 2024 | $512,454 | $313,731 | $1,441,594 | XML |
| 990 | November 2023 | $390,900 | $311,902 | $1,242,248 | XML |
| 990 | November 2022 | $356,801 | $308,313 | $1,163,250 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0440079).
Questions about SPECIAL NEEDS TRUST FOUNDATION
- What is the EIN of SPECIAL NEEDS TRUST FOUNDATION?
- The employer identification number (EIN) of SPECIAL NEEDS TRUST FOUNDATION is 33-0440079.
- Is SPECIAL NEEDS TRUST FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SPECIAL NEEDS TRUST FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SPECIAL NEEDS TRUST FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SPECIAL NEEDS TRUST FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SPECIAL NEEDS TRUST FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2025.
- Who is the principal officer of SPECIAL NEEDS TRUST FOUNDATION?
- The 990 for the year ended November 30, 2025 names KIM METLI.
- Who are the officers and directors of SPECIAL NEEDS TRUST FOUNDATION?
- The 990 for the year ended November 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does SPECIAL NEEDS TRUST FOUNDATION have?
- On its 990 for the year ended November 30, 2025 it reported revenue of $489,396, expenses of $350,351 and total assets of $1,580,549 at year end.
Other nonprofits in EL CAJON
- SAN DIEGO EAST COUNTY CHAMBER OF COMMERCE EIN 95-1494069 · last filed 990 for 2024
- LOS SENDEROS DE SAN DIEGO EIN 23-7455646 · last filed 990-PF for 2025
- CONSTRUCTION CHURCH INC EIN 33-3340923 · last filed 990 for 2025
- ROTARY INTERNATIONAL EIN 95-1165789 · last filed 990-N for 2025
- CLEVER COMMUNITY DEVELOPMENT INC EIN 99-0797446 · last filed 990-EZ for 2025
- MENA CC INC EIN 99-3884131 · last filed 990-EZ for 2025
- EL CAJON POLICE FOUNDATION EIN 41-2373082 · last filed 990-N for 2025
- AFFILIATED ADJUSTERS INC EIN 95-2572359 · last filed 990-N for 2025
All nonprofits in EL CAJON · California · Community improvement and capacity building