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.
Public Charity
SPECIAL NEEDS TRUST FOUNDATION
SPECIAL NEEDS TRUST FOUNDATION, of EL CAJON, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $489K in revenue, $350K in expenses, $1.6M in total assets.
EIN: 330440079
EL CAJON, CA
Community Improvement & Capacity Building
NTEE: S
Latest filing: 2025
Total Revenue$489K
Total Expenses$350K
Total Assets$1.6M
Grant Records0
Filing Years2021–2025
Where $100 goes at Special Needs Trust Foundation
How Special Needs Trust Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$65
Programs
the work itself
$35
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $65 for programs
$33
Act as trustee for first party self settled and third party special needs trusts for individuals
$32
Community education through seminars to inform the public of benefits and special needs trusts
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
President
Anthony De Salis
Vice President
Cathryn Nacario
BOARD MEMBER
Christina White
Board Member
David Carucci
BOARD MEMBER
Joanne Garcia
BOARD MEMBER
Joe Perucca
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $489K | $350K | $1.6M |
| 2024 | $512K | $314K | $1.4M |
| 2023 | $391K | $312K | $1.2M |
| 2022 | $357K | $308K | $1.2M |
| 2021 | $489K | $285K | $1.1M |
Between 2021 and 2025, reported annual revenue held roughly steady at around $489K, with total assets most recently reported at $1.6M.
Interactive year-over-year charts and full filing details available with membership.