Civic Intelligence

Donald and Evelyn Bensman Foundation Inc.

990 • Fiscal year 2017 • EIN 34-1936694

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 11, 2018

Organization ProfileN/A
100 S Main Ave Courtview CenterSidney, OH 45365

(937) 497-7800

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$76,627

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 64.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

46th percentile

2.0%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,026,629

Up $39,513 (+2.0%) from 2016

Net Assets

Up

$2,026,629

Up $39,513 (+2.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin75th percentile

Revenue

Down

$119,735

Down $679,954 (-85%) from 2016

Expenses

Down

$99,486

Down $7,942 (-7.4%) from 2016

Net Income

Down

$20,249

Down $672,012 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,604,802Liabilities 2010: $10,000Net Assets 2010: $1,594,8022010Assets 2011: $1,642,408Liabilities 2011: $0Net Assets 2011: $1,642,4082011Assets 2012: $1,782,716Liabilities 2012: $0Net Assets 2012: $1,782,7162012Assets 2013: $2,175,086Liabilities 2013: $0Net Assets 2013: $2,175,0862013Assets 2014: $2,353,005Liabilities 2014: $0Net Assets 2014: $2,353,0052014Assets 2015: $1,840,559Liabilities 2015: $0Net Assets 2015: $1,840,5592015Assets 2016: $1,987,116Liabilities 2016: $0Net Assets 2016: $1,987,1162016Assets 2017: $2,026,629Liabilities 2017: $0Net Assets 2017: $2,026,6292017Assets 2018: $1,852,377Liabilities 2018: $0Net Assets 2018: $1,852,3772018Assets 2019: $2,135,625Liabilities 2019: $0Net Assets 2019: $2,135,6252019Assets 2020: $2,246,060Liabilities 2020: $0Net Assets 2020: $2,246,0602020Assets 2021: $2,499,438Liabilities 2021: $0Net Assets 2021: $2,499,4382021Assets 2022: $2,030,294Liabilities 2022: $0Net Assets 2022: $2,030,2942022Assets 2023: $2,333,636Liabilities 2023: $0Net Assets 2023: $2,333,6362023Assets 2024: $2,587,269Liabilities 2024: $0Net Assets 2024: $2,587,2692024

Highlighted filing

2017

Assets$2,026,629
Liabilities$0
Net Assets$2,026,629
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $58,3782010Expenses 2011: $82,6302011Expenses 2012: $88,9242012Revenue 2013: $91,506Expenses 2013: $89,738Net Income 2013: $1,7682013Revenue 2014: $75,493Expenses 2014: $124,807Net Income 2014: -$49,3142014Revenue 2015: $106,299Expenses 2015: $97,241Net Income 2015: $9,0582015Revenue 2016: $799,689Expenses 2016: $107,428Net Income 2016: $692,2612016Revenue 2017: $119,735Expenses 2017: $99,486Net Income 2017: $20,2492017Revenue 2018: $137,210Expenses 2018: $111,287Net Income 2018: $25,9232018Revenue 2019: $117,598Expenses 2019: $119,757Net Income 2019: -$2,1592019Revenue 2020: $97,596Expenses 2020: $120,866Net Income 2020: -$23,2702020Revenue 2021: $234,249Expenses 2021: $127,808Net Income 2021: $106,4412021Revenue 2022: $192,707Expenses 2022: $121,829Net Income 2022: $70,8782022Revenue 2023: $245,511Expenses 2023: $120,888Net Income 2023: $124,6232023Revenue 2024: $179,709Expenses 2024: $148,874Net Income 2024: $30,8352024

Highlighted filing

2017

Revenue$119,735
Expenses$99,486
Net Income$20,249
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 11, 2018
Return Version
2017v2.3
Gross Receipts
$279,583
Mission and Program Overview

Mission

Support of the community foundation of shelby county (a non-profit organization)

The organization's mission is to support the community foundation of shelby county, a non-profit organization who's purpose is to provide support for organizations and residents of shelby county, oh.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,592,193$1,744,671▲ $152,478
Savings and Temporary Cash Investments$192,442$103,179▼ $89,263
Total Assets$1,987,116$2,026,629▲ $39,513
Other Assets Total$202,481$178,779▼ $23,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,987,116$2,026,629▲ $39,513
Total Net Assets Fund Balance$1,987,116$2,026,629▲ $39,513
Total Liabilities and Net Assets / Fund Balance$1,987,116$2,026,629▲ $39,513

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$178,779--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,987,116-▲ $138,999$30,486$2,026,629
2016$1,840,559-▲ $253,985$27,928$1,987,116
2015$2,353,005-▼ $415,205$31,241$1,840,559
2014$2,175,086-▲ $302,726$33,307$2,353,005
2013$1,782,716-▲ $482,108$28,738$2,175,086
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleOtherTotal
Marian SpicerTrustee$76,627$76,627

Board Members and Trustees

NameTitle
Nicholas BensmanPresident
Edward BorchersTrustee
Evelyn BensmanTrustee
Priscilla J WiltTrustee
Dale BensmanSecretary
Daniel BensmanTreasurer
Diane ReissVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$117,619
Other Revenue
$2,116
Change in Net Assets
$20,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$69,000
Other Expenses$30,486
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$69,000--$69,000
Fees for Service Investment Mgmnt Fees$20,072--$20,072
Other Expenses$10,414--$10,414
Total Functional Expenses$99,486$0$0$99,486
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of Shelby CoSidney, OH3Support Local Charit$69,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Page 6, Part VI, Line 2

“Evelyn bensman nicholas bensman trustee president mother evelyn bensman diane reiss trustee vp mother evelyn bensman dale bensman trustee secretary mother evelyn bensman dan bensman trustee treasurer mother nicholas bensman dale bensman president secretary siblings nicholas bensman dan bensman president treasurer sibling nicholas bensman diane reiss president vp siblings”

Form 990, Page 6, Part VI, Line 7A

“The board of directors consists of five persons, three of whom are appointed by the community foundation of shelby county. The remaining two trustees are appointed by an advisory committee composed of evelyn c. Bensman, nicholas l bensman, daniel a bensman, dale m. Bensman and diane m. Bensman reiss, with the members of the advisory committee being eligible to serve as trustees.”

Form 990, Page 6, Part VI, Line 11B

“A copy of form 990 is provided to the governing body prior to the filing. The governing body then reviews and approves the form 990 at its regular meeting.”

Form 990, Page 6, Part VI, Line 12C

“The organization regularly and consistently monitors any type of activity that might give rise to a conflict of interest. This is accomplished thru regular questions, verifications and submissions of information from all governing members.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, policies and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Donald & Evelyn Bensman
EIN
34-1936694
Phone
9374977800
Address
100 S MAIN AVE COURTVIEW CENTER, SIDNEY, OH 45365

Signing Officer

Name
Daniel Bensman
Title
Treasurer
Phone
9374977800
Signed
2018-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicholas Bensman
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
8

Preparer

Firm
Mccrate Delaet & Co
Address
PO BOX 339, SIDNEY, OH 45365-0339
Preparer
Donald C Goettemoeller
Phone
9374923161
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVELYN BENSMAN NICHOLAS BENSMAN TRUSTEE PRESIDENT MOTHER EVELYN BENSMAN DIANE REISS TRUSTEE VP MOTHER EVELYN BENSMAN DALE BENSMAN TRUSTEE SECRETARY MOTHER EVELYN BENSMAN DAN BENSMAN TRUSTEE TREASURER MOTHER NICHOLAS BENSMAN DALE BENSMAN PRESIDENT SECRETARY SIBLINGS NICHOLAS BENSMAN DAN BENSMAN PRESIDENT TREASURER SIBLING NICHOLAS BENSMAN DIANE REISS PRESIDENT VP SIBLINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS CONSISTS OF FIVE PERSONS, THREE OF WHOM ARE APPOINTED BY THE COMMUNITY FOUNDATION OF SHELBY COUNTY. THE REMAINING TWO TRUSTEES ARE APPOINTED BY AN ADVISORY COMMITTEE COMPOSED OF EVELYN C. BENSMAN, NICHOLAS L BENSMAN, DANIEL A BENSMAN, DALE M. BENSMAN AND DIANE M. BENSMAN REISS, WITH THE MEMBERS OF THE ADVISORY COMMITTEE BEING ELIGIBLE TO SERVE AS TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO THE FILING. THE GOVERNING BODY THEN REVIEWS AND APPROVES THE FORM 990 AT ITS REGULAR MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS ANY TYPE OF ACTIVITY THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. THIS IS ACCOMPLISHED THRU REGULAR QUESTIONS, VERIFICATIONS AND SUBMISSIONS OF INFORMATION FROM ALL GOVERNING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/Filer/BusinessNameControlTxt0DONA
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ReturnHeader/FilingSecurityInformation/IPDt02018-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:38:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341205613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCRATE DELAET & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 339
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SIDNEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD C GOETTEMOELLER

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,026,629
Liabilities
$0
Net assets
$2,026,629
Revenue
$119,735
Expenses
$99,486
Net income
$20,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.18$0.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.25$0.12$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.19$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.23$0.13$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.12$0.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.14$0.11$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.12$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.80$0.11$0.69
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.11$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.08$0.12$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.09$0.09$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.00$1.78$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.01$1.59$0.06