Civic Intelligence

Alan & Sarah Bennett Charitable Foundation

990PF • Fiscal year 2021 • EIN 27-3556678

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization Profile
529 Clew CTAzle, TX 76020

(817) 320-2445

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

10th percentile

-84%

Higher net margin than 10% of similar nonprofits.

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

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.

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

Asset Growth

45th percentile

1.2%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

5th percentile

-91%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$43,314

Up $503 (+1.2%) from 2020

Net Assets

Up

$43,314

Up $503 (+1.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin10th percentile

Revenue

Down

$584

Down $5,791 (-91%) from 2020

Expenses

Down

$1,074

Down $18,136 (-94%) from 2020

Net Income

Up

-$490

Up $12,345 (+96%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$60K$40K$20K$0Assets 2019: $55,646Liabilities 2019: $0Net Assets 2019: $55,6462019Assets 2020: $42,811Liabilities 2020: $0Net Assets 2020: $42,8112020Assets 2021: $43,314Liabilities 2021: $0Net Assets 2021: $43,3142021Assets 2022: $43,038Liabilities 2022: $0Net Assets 2022: $43,0382022Assets 2023: $38,975Liabilities 2023: $0Net Assets 2023: $38,9752023Assets 2024: $55,459Liabilities 2024: $0Net Assets 2024: $55,4592024

Highlighted filing

2021

Assets$43,314
Liabilities$0
Net Assets$43,314
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $3,378Expenses 2019: $9,027Net Income 2019: -$5,6492019Revenue 2020: $6,375Expenses 2020: $19,210Net Income 2020: -$12,8352020Revenue 2021: $584Expenses 2021: $1,074Net Income 2021: -$4902021Revenue 2022: $194Expenses 2022: $4,867Net Income 2022: -$4,6732022Revenue 2023: $18,183Expenses 2023: $22,246Net Income 2023: -$4,0632023Revenue 2024: $43,428Expenses 2024: $26,944Net Income 2024: $16,4842024

Highlighted filing

2021

Revenue$584
Expenses$1,074
Net Income-$490
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN D BENNETT JRDir/ Pres-$0--
SARAH L BENNETTDir./V.P.-$0--
FERROL J MILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Alan & Sarah Bennett Charitable
EIN
27-3556678
Phone
8173202445
Address
529 CLEW CT, AZLE, TX 76020

Signing Officer

Name
Alan Bennett Jr
Title
Manager
Phone
8173202445
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Calvetti Ferguson
Address
300 THROCKMORTON ST SUITE 1900, FORT WORTH, TX 76102
Preparer
Michael Arnell CPA
Phone
8174358600
Raw XML Appendix307 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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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0143642
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0145978
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0342
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1119
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0342
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1119
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PAID IN CAPITAL
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt080
TaxesSchedule/TaxesDetail/Amt114
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt114
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN BENNETT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum08173202445
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAN & SARAH BENNETT CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0273556678
ReturnHeader/Filer/PhoneNum08173202445
ReturnHeader/Filer/USAddress/AddressLine1Txt0529 CLEW CT
ReturnHeader/Filer/USAddress/CityNm0AZLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134255527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALVETTI FERGUSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 THROCKMORTON ST SUITE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08174358600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL ARNELL CPA
ReturnHeader/ReturnTs02022-11-07T14:13:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BENNETT JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$43,314
Liabilities
$0
Net assets
$43,314
Revenue
$584
Expenses
$1,074
Net income
-$490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$43.4$26.9$16.5
2023Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$18.2$22.2$4.06
2022Detailed filing. Detailed filing data is available for this year.$43.0$0.00$43.0$0.19$4.87$4.67
2021Detailed filing. Detailed filing data is available for this year.$43.3$0.00$43.3$0.58$1.07$0.49
2020Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$6.38$19.2$12.8
2019Detailed filing. Detailed filing data is available for this year.$55.6$0.00$55.6$3.38$9.03$5.65