Civic Intelligence

Benefits Management Inc.

990 • Fiscal year 2021 • EIN 20-0550190

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
219 N 2nd StWilmington, NC 28401

(910) 798-2855

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

2021 filings • NTEE P99 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.00x

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

2021 filings • NTEE P99 • <$500k nonprofits • Source year 2021

Net Margin

29th percentile

-0.9%

Higher net margin than 29% of similar nonprofits.

2021 filings • NTEE P99 • <$500k nonprofits • Source year 2021

Top Officer Pay

98th percentile

$78,132

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2021 filings • NTEE P99 • <$500k nonprofits • Source year 2021

Asset Growth

7th percentile

-63%

Faster asset growth than 7% of similar nonprofits.

2021 filings • NTEE P99 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

0.8%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • NTEE P99 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$2,449

Down $4,117 (-63%) from 2020

Net Assets

Down

$2,449

Down $4,117 (-63%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin29th percentile

Revenue

Up

$447,823

Up $3,419 (+0.8%) from 2020

Expenses

Up

$451,940

Up $14,102 (+3.2%) from 2020

Net Income

Down

-$4,117

Down $10,683 (-163%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$40K$20K$0-$20KAssets 2011: $2,163Liabilities 2011: $5,355Net Assets 2011: -$3,1912011Assets 2012: $1,779Liabilities 2012: $3,467Net Assets 2012: -$1,6882012Assets 2013: $9,473Liabilities 2013: $4,644Net Assets 2013: $4,8422013Assets 2014: $12,879Liabilities 2014: $9,592Net Assets 2014: $3,2862014Assets 2015: $37,535Liabilities 2015: $36,752Net Assets 2015: $7832015Assets 2016: $23,277Liabilities 2016: $18,763Net Assets 2016: $4,5142016Assets 2017: $20,171Liabilities 2017: $19,028Net Assets 2017: $1,1432017Assets 2018: $12,058Liabilities 2018: $9,693Net Assets 2018: $2,3652018Assets 2019: $2,434Liabilities 2019: $0Net Assets 2019: $2,4342019Assets 2020: $6,566Liabilities 2020: $0Net Assets 2020: $6,5662020Assets 2021: $2,449Liabilities 2021: $0Net Assets 2021: $2,4492021Assets 2022: $2,876Liabilities 2022: $0Net Assets 2022: $2,8762022Assets 2023: $3,950Liabilities 2023: $0Net Assets 2023: $3,9502023Assets 2024: $2,020Liabilities 2024: $0Net Assets 2024: $2,0202024

Highlighted filing

2021

Assets$2,449
Liabilities$0
Net Assets$2,449
Open 2021 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $255,871Expenses 2011: $254,991Net Income 2011: $8802011Revenue 2012: $277,672Expenses 2012: $275,893Net Income 2012: $1,7792012Revenue 2013: $328,877Expenses 2013: $321,378Net Income 2013: $7,4992013Revenue 2014: $361,639Expenses 2014: $360,340Net Income 2014: $1,2992014Revenue 2015: $429,249Expenses 2015: $405,886Net Income 2015: $23,3632015Revenue 2016: $416,181Expenses 2016: $400,864Net Income 2016: $15,3172016Revenue 2017: $416,152Expenses 2017: $413,957Net Income 2017: $2,1952017Revenue 2018: $408,222Expenses 2018: $394,514Net Income 2018: $13,7082018Revenue 2019: $420,775Expenses 2019: $420,406Net Income 2019: $3692019Revenue 2020: $444,404Expenses 2020: $437,838Net Income 2020: $6,5662020Revenue 2021: $447,823Expenses 2021: $451,940Net Income 2021: -$4,1172021Revenue 2022: $467,609Expenses 2022: $467,182Net Income 2022: $4272022Revenue 2023: $485,974Expenses 2023: $484,900Net Income 2023: $1,0742023Revenue 2024: $507,538Expenses 2024: $509,468Net Income 2024: -$1,9302024

Highlighted filing

2021

Revenue$447,823
Expenses$451,940
Net Income-$4,117
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Gross Receipts
$447,823
Mission and Program Overview

Mission

Providing options for improving the standard of living and promoting financial literacy through the management of Social Security benefit checks for qualifying individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,566$2,449▼ $4,117
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$6,566$2,449▼ $4,117
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,566$2,449▼ $4,117
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$6,566$2,449▼ $4,117
Total Liabilities and Net Assets / Fund Balance$6,566$2,449▼ $4,117
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Anna SpelzhausenDirectorFT$78,132$78,132
Teresa MotsingerDirectorFT$78,132$78,132
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$447,823
Investment Income
$0
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-4,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$316,348
Other Expenses$135,592
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$156,264$0$0$156,264
Other Salaries and Wages$123,957$0-$123,957
Occupancy$37,382$0$0$37,382
Office Expenses$34,528$0$0$34,528
Payroll Taxes$21,727$0$0$21,727
Information Technology$17,829$0$0$17,829
Other Employee Benefits$14,400$0$0$14,400
All Other Expenses$6,091$0$0$6,091
Conferences and Meetings$5,246$0$0$5,246
Insurance$2,131$0$0$2,131
Other Expenses$235$0$0$235
Interest$188$0$0$188
Total Functional Expenses$451,940$0$0$451,940
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Copies of the completed 990 will be provided at the next board meeting.”

Form 990, Part VI, Section B, Line 12C

“Conflicts are addressed as they occur and if necessary a board meeting will be called for resolution.”

Form 990, Part VI, Section C, Line 19

“Documents are available at 219 N 2nd St. Wilmington, NC. They are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Benefits Management Inc
EIN
20-0550190
Phone
9107982855
Address
219 N 2nd St, Wilmington, NC 28401

Signing Officer

Name
Teri Motsinger
Title
Director
Phone
9107982855
Signed
2022-05-10

Organization Details

Principal Officer
Teri Motsinger
Formed
2004
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
7
Volunteers
0
Raw XML AppendixShowing 400 of 496 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.

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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014400
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014400
IRS990/OtherExpensesGrp/Desc0Parking Fees
IRS990/OtherExpensesGrp/Desc1Banking Fees
IRS990/OtherExpensesGrp/Desc2Trust Debts
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt04135
IRS990/OtherExpensesGrp/ProgramServicesAmt127827
IRS990/OtherExpensesGrp/ProgramServicesAmt2235
IRS990/OtherExpensesGrp/TotalAmt04135
IRS990/OtherExpensesGrp/TotalAmt127827
IRS990/OtherExpensesGrp/TotalAmt2235
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0123957
IRS990/OtherSalariesAndWagesGrp/TotalAmt0123957
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt021727
IRS990/PayrollTaxesGrp/TotalAmt021727
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Teri Motsinger
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0139166
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0444404
IRS990/PYRevenuesLessExpensesAmt06566
IRS990/PYSalariesCompEmpBnftPaidAmt0298672
IRS990/PYTotalExpensesAmt0437838
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0444404
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-4117
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0447823
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0447823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0444404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0420775
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0408222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0416152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02137376
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt02137376
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0447823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0444404
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0420775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0408222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0416152
IRS990ScheduleA/Total509Grp/TotalAmt02137376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0447823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0444404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0420775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0408222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0416152
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02137376
IRS990/ScheduleBRequiredInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,449
Liabilities
$0
Net assets
$2,449
Revenue
$447,823
Expenses
$451,940
Net income
-$4,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$5.08$5.09$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$4.86$4.85$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$4.68$4.67$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$4.48$4.52$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$4.44$4.38$0.07
2019Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$4.21$4.20$0.00
2018Summary only. Only limited summary data is available for this year.$0.12$0.10$0.02$4.08$3.95$0.14
2017Summary only. Only limited summary data is available for this year.$0.20$0.19$0.01$4.16$4.14$0.02
2016Summary only. Only limited summary data is available for this year.$0.23$0.19$0.05$4.16$4.01$0.15
2015Summary only. Only limited summary data is available for this year.$0.38$0.37$0.01$4.29$4.06$0.23
2014Summary only. Only limited summary data is available for this year.$0.13$0.10$0.03$3.62$3.60$0.01
2013Summary only. Only limited summary data is available for this year.$0.09$0.05$0.05$3.29$3.21$0.07
2012Summary only. Only limited summary data is available for this year.$0.02$0.03$0.02$2.78$2.76$0.02
2011Summary only. Only limited summary data is available for this year.$0.02$0.05$0.03$2.56$2.55$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits