Civic Intelligence

The Benz Family Foundation

990PF • Fiscal year 2017 • EIN 30-6313703

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 29, 2018

Organization Profile
675 Beach AvenueAtlantic Beach, FL 32233

(904) 223-8709

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

23rd percentile

-12%

Higher net margin than 23% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.8%

Faster asset growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

7.3%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$215,622

Down $10,857 (-4.8%) from 2016

Net Assets

Down

$215,622

Down $10,857 (-4.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin23rd percentile

Revenue

Up

$50,754

Up $3,449 (+7.3%) from 2016

Expenses

Down

$56,972

Down $11,791 (-17%) from 2016

Net Income

Up

-$6,218

Up $15,240 (+71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$600K$400K$200K$0Assets 2014: $273,297Liabilities 2014: $0Net Assets 2014: $273,2972014Assets 2015: $274,560Liabilities 2015: $0Net Assets 2015: $274,5602015Assets 2016: $226,479Liabilities 2016: $0Net Assets 2016: $226,4792016Assets 2017: $215,622Liabilities 2017: $0Net Assets 2017: $215,6222017Assets 2018: $214,789Liabilities 2018: $0Net Assets 2018: $214,7892018Assets 2020: $296,848Liabilities 2020: $0Net Assets 2020: $296,8482020Assets 2021: $402,524Liabilities 2021: $0Net Assets 2021: $402,5242021Assets 2022: $306,375Liabilities 2022: $0Net Assets 2022: $306,3752022Assets 2024: $289,389Liabilities 2024: $18,500Net Assets 2024: $270,8892024

Highlighted filing

2017

Assets$215,622
Liabilities$0
Net Assets$215,622
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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

$200K$100K$0-$100KRevenue 2014: $99,248Expenses 2014: $45,754Net Income 2014: $53,4942014Revenue 2015: $59,406Expenses 2015: $56,693Net Income 2015: $2,7132015Revenue 2016: $47,305Expenses 2016: $68,763Net Income 2016: -$21,4582016Revenue 2017: $50,754Expenses 2017: $56,972Net Income 2017: -$6,2182017Revenue 2018: $34,417Expenses 2018: $35,250Net Income 2018: -$8332018Revenue 2020: $3,880Expenses 2020: $37,496Net Income 2020: -$33,6162020Revenue 2021: $146,403Expenses 2021: $39,725Net Income 2021: $106,6782021Revenue 2022: -$61,390Expenses 2022: $35,504Net Income 2022: -$96,8942022Revenue 2024: $10,143Expenses 2024: $25,113Net Income 2024: -$14,9702024

Highlighted filing

2017

Revenue$50,754
Expenses$56,972
Net Income-$6,218
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 29, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BENZTrustee-$0--
CATHERINE BENZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Benz Family Foundation
EIN
30-6313703
Phone
9042238709
Address
675 BEACH AVENUE, ATLANTIC BEACH, FL 32233

Signing Officer

Name
James W Benz
Title
Trustee
Signed
2018-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Tracie L Tedrick Pa
Address
3101 SAWGRASS VILLAGE CIRCLE, PONTE VEDRA BEACH, FL 32082
Preparer
Tracie L Tedrick
Phone
9042735011
Raw XML Appendix306 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/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056222
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011495
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0178457
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt044727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043944
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033065
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056222
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt044727
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0178457
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0133730
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JAMES AND CATHERINE BENZ
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0675 BEACH AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ATLANTIC BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032233
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050693
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt050693
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0650 SHS GENESSEE WYOMING STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-13
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04639
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE IN BOOK VS FMV OF STOCK DONATED TO OTHER CHARITIES IN 2016
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES W BENZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BENZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BENZ
ReturnHeader/Filer/EIN0306313703
ReturnHeader/Filer/PhoneNum09042238709
ReturnHeader/Filer/USAddress/AddressLine1Txt0675 BEACH AVENUE
ReturnHeader/Filer/USAddress/CityNm0ATLANTIC BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032233
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A8AB6CAED91E90DF3A5858C4395223F11EB51AD9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A8AB6CAED91E90DF3A5858C4395223F11EB51AD9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.240.114.41
ReturnHeader/FilingSecurityInformation/IPDt02018-07-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm019:48:56
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRACIE L TEDRICK PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03101 SAWGRASS VILLAGE CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PONTE VEDRA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032082
ReturnHeader/PreparerPersonGrp/PhoneNum09042735011
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACIE L TEDRICK
ReturnHeader/ReturnTs02018-06-29T05:23:21-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,622
Liabilities
$0
Net assets
$215,622
Revenue
$50,754
Expenses
$56,972
Net income
-$6,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.89$0.19$2.71$0.10$0.25$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.61$0.36$0.97
2021Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$1.46$0.40$1.07
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.04$0.37$0.34
2018Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.34$0.35$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.51$0.57$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.47$0.69$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.59$0.57$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.99$0.46$0.53