Civic Intelligence

Benicia Tree Foundation

990EZ • Fiscal year 2023 • EIN 27-1218587

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 16, 2023

Organization ProfileN/A
PO Box 1877Benicia, CA 94510

(707) 745-4546

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

Score unavailable

No value available

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

Source year 2023

Net Margin

8th percentile

-68%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

24th percentile

-19%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-27%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$7,753

Down $1,800 (-19%) from 2022

Net Assets

Down

$7,753

Down $1,800 (-19%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$2,656

Down $989 (-27%) from 2022

Expenses

Down

$4,456

Down $1,988 (-31%) from 2022

Net Income

Up

-$1,800

Up $999 (+36%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$10K$5.0K$0Assets 2022: $9,553Net Assets 2022: $9,5532022Assets 2023: $7,753Net Assets 2023: $7,7532023Assets 2024: $2,928Net Assets 2024: $2,9282024Assets 2025: $2,323Net Assets 2025: $2,3232025

Highlighted filing

2023

Assets$7,753
Liabilities-
Net Assets$7,753
Open 2023 Filing

Operations Trend

Revenue Growth20th percentile

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

$10K$5.0K$0-$5.0KRevenue 2022: $3,645Expenses 2022: $6,444Net Income 2022: -$2,7992022Revenue 2023: $2,656Expenses 2023: $4,456Net Income 2023: -$1,8002023Revenue 2024: $1,432Expenses 2024: $6,257Net Income 2024: -$4,8252024Revenue 2025: $4,251Expenses 2025: $4,856Net Income 2025: -$6052025

Highlighted filing

2023

Revenue$2,656
Expenses$4,456
Net Income-$1,800
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$2,656
Mission and Program Overview

Mission

Promoting tree planting and education

Program Services

DescriptionGrantsExpenses
Actual tree planting and ,maintenance at variouscommunity locations. 20 trees planted, 700 trees maintained. 428 volunteer hours, 50 volunteers$0$1,053
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alison FleckPresident-$0--
Steve GoetzBoard MemberPT$0--
Barbara WoodBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Benicia Tree Foundation
EIN
27-1218587
Phone
7077454546
Address
PO Box 1877, Benicia, CA 94510

Signing Officer

Name
Barbara Wood
Title
Treasurer
Phone
7077454546
Signed
2023-10-16

Preparer

Firm
Law Office of William Markley
Address
2540 Camino Diablo Suite 202, Walnut Creek, CA 94597
Preparer
William Markley
Phone
9259300746
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Insurance 373.”

Form 990EZ, Part I, Line 16

“Volunteer Support 25.”

Form 990EZ, Part I, Line 16

“Office Expense 336.”

Form 990EZ, Part I, Line 16

“Supplies 713.”

Form 990EZ, Part I, Line 16

“Memberships 150.”

Form 990EZ, Part I, Line 16

“Project Expenses 340.”

Form 990EZ, Part I, Line 16

“Other 18.”

Form 990EZ, Part I, Line 16

“Website 418.”

Raw XML Appendix162 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/BooksInCareOfDetail/PersonNm0Alison Fleck
IRS990EZ/BooksInCareOfDetail/PhoneNum07077454546
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1877
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Benicia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094510
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09553
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07753
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02656
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1800
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09553
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07753
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt02656
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09553
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07753
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09553
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07753
IRS990EZ/OccupancyRentUtltsAndMaintAmt01683
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Alison Fleck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steve Goetz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Barbara Wood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02373
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promoting tree planting and education
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Actual tree planting and ,maintenance at variouscommunity locations. 20 trees planted, 700 trees maintained. 428 volunteer hours, 50 volunteers
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01053
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04456
IRS990EZ/TotalProgramServiceExpensesAmt01053
IRS990EZ/TotalRevenueAmt02656
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019945
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt019945
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05023
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019945
IRS990ScheduleA/TotalSupportAmt019945
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance 373.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Volunteer Support 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expense 336.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 713.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Memberships 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Project Expenses 340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other 18.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Website 418.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Wood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07077454546
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Benicia Tree Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BENI
ReturnHeader/Filer/EIN0271218587
ReturnHeader/Filer/PhoneNum07077454546
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1877
ReturnHeader/Filer/USAddress/CityNm0Benicia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094510
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454532475
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Law Office of William Markley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02540 Camino Diablo Suite 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094597
ReturnHeader/PreparerPersonGrp/PhoneNum09259300746
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Markley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-22T10:43:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Barbara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wood
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
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
$7,753
Liabilities
-
Net assets
$7,753
Revenue
$2,656
Expenses
$4,456
Net income
-$1,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2,323$2,323$4,251$4,856$605
2024Detailed filing. Detailed filing data is available for this year.$2,928$2,928$1,432$6,257$4,825
2023Detailed filing. Detailed filing data is available for this year.$7,753$7,753$2,656$4,456$1,800
2022Detailed filing. Detailed filing data is available for this year.$9,553$9,553$3,645$6,444$2,799