Special Needs Trust Foundation

Analysis

Special Needs Trust Foundation is a registered charity in United States, based in El Cajon, CA. It received its IRS tax-exemption ruling in January 1996, 30 years ago. Its declared purposes cover community improvement and capacity building, which this site groups under community and economic development. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending November 2023, Special Needs Trust Foundation reported income of $391k and spending of $312k, leaving 20% of income unspent that year. Across the 5 years on record, from November 2019 to November 2023, income grew from $314k to $391k (+24%), an average of +5.6% a year. The sharpest change came in the year to November 2020, when income rose by 48%. Over the whole period it spent 66% of the income it received.

Among 19,475 United States charities whose main cause is community and economic development and that reported income, Special Needs Trust Foundation sits at the 63rd percentile: it is larger than about 63% of them. Against every charity in United States with reported income it ranks in the 66th percentile, and in the 68th percentile within CA. Charities of a similar size with the same main cause include Junior League of Little Rock Inc ($391k), Bloomfield Center Alliance Inc ($391k) and Northern Transformation Corporation ($391k).

On its Form 990 for the period ending November 2023, revenue came from contributions and grants 0.0% and program service revenue 94% of the total. Other salaries and wages came to $217k. At year end it held assets of $1.2m against liabilities of $0, net assets of $1.2m. It reported 5 employees.