Civic Intelligence

Senior Benefits Foundation

990 • Fiscal year 2017 • EIN 81-3465847

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 13, 2018

305 Donelson Pike Ste BNashville, TN 37214

(615) 844-4244

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

99th percentile

4300%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

10043%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$44

Up $43 (+4300%) from 2016

Net Assets

$44

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$220,208

Up $218,037 (+10043%) from 2016

Expenses

Up

$220,164

Up $217,993 (+10041%) from 2016

Net Income

Up

$44

Up $44 from 2016

Historical Trend

Balance Sheet Trend

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

$20K$10K$0-$10K-$20KAssets 2016: $1Liabilities 2016: $02016Assets 2017: $44Liabilities 2017: $0Net Assets 2017: $442017Assets 2018: $838Liabilities 2018: $0Net Assets 2018: $8382018Assets 2019: $815Liabilities 2019: $0Net Assets 2019: $8152019Assets 2020: $45Liabilities 2020: $45Net Assets 2020: -$1,7212020Assets 2022: $111Net Assets 2022: -$10,5822022Assets 2023: $1Liabilities 2023: $0Net Assets 2023: $10,6962023Assets 2024: $0Net Assets 2024: -$1,4182024Assets 2025: $11,759Liabilities 2025: $0Net Assets 2025: $11,7592025

Highlighted filing

2017

Assets$44
Liabilities$0
Net Assets$44

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2016: $2,171Expenses 2016: $2,171Net Income 2016: $02016Revenue 2017: $220,208Expenses 2017: $220,164Net Income 2017: $442017Revenue 2018: $167,465Expenses 2018: $167,465Net Income 2018: $02018Revenue 2019: $183,468Expenses 2019: $183,491Net Income 2019: -$232019Revenue 2020: $71,606Expenses 2020: $73,327Net Income 2020: -$1,7212020Revenue 2022: $4,465Expenses 2022: $15,839Net Income 2022: -$11,3742022Revenue 2023: $57,070Expenses 2023: $46,485Net Income 2023: $10,5852023Revenue 2024: $88,086Expenses 2024: $89,504Net Income 2024: -$1,4182024Revenue 2025: $62,690Expenses 2025: $50,931Net Income 2025: $11,7592025

Highlighted filing

2017

Revenue$220,208
Expenses$220,164
Net Income$44
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 13, 2018
Return Version
2017v2.3
Gross Receipts
$220,208
Mission and Program Overview

Mission

Our purpose is to educate seniors about social security and medicare planning and help them understand their choices amongst various retirement benefits

Our purpose is to provide employment for seniors and educate them about social security and medicare planning and help them understand their choices in retirement benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$44-
Total Assets$0$44▲ $44
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets-$44-
Total Net Assets Fund Balance$0$44▲ $44
Total Liabilities and Net Assets / Fund Balance$0$44▲ $44
Compensation and Service Providers

Board Members and Trustees

NameTitle
Randolph J PutalaOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$220,208
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$44
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,606
Salaries, Compensation, and Employee Benefits$8,558
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$209,007--$209,007
Other Salaries and Wages$7,950--$7,950
Fees for Services Accounting$1,264--$1,264
Fees for Services Other$1,145--$1,145
Payroll Taxes$608--$608
Other Expenses$20--$20
Total Functional Expenses$220,164$0$0$220,164
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
Backup withholding compliance
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
No
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 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Senior Benefits Foundation
EIN
81-3465847
Address
305 DONELSON PIKE STE B, NASHVILLE, TN 37214

Signing Officer

Name
Randolph J Putala
Title
Officer
Signed
2018-08-13

Organization Details

Principal Officer
Randolph J Putala
Voting Board Members
0
Independent Board Members
0
Employees
4

Preparer

Firm
Aviar Financials Pc
Address
212 OVERLOOK CIR STE 102, BRENTWOOD, TN 37027-5396
Preparer
Rachana K Agarwal CPA
Phone
6159286578
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

We distribute education literatures to seniors, helping them better understand their choices in social security and medicare planning.

Raw XML Appendix228 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OUR PURPOSE IS TO PROVIDE EMPLOYMENT FOR SENIORS AND EDUCATE THEM ABOUT SOCIAL SECURITY AND MEDICARE PLANNING AND HELP THEM UNDERSTAND THEIR CHOICES IN RETIREMENT BENEFITS.
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0RANDOLPH J PUTALA
IRS990/BooksInCareOfDetail/PhoneNum06158444244
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0305 DONELSON PIKE SUITE B
IRS990/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037214
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt044
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0211606
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0220208
IRS990/CYRevenuesLessExpensesAmt044
IRS990/CYSalariesCompEmpBnftPaidAmt08558
IRS990/CYTotalExpensesAmt0220164
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0220208
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0WE PROVIDE HOME EMPLOYMENT FOR SENIORS. WE COMMUNICATE WITH SENIORS AGE 60 TO 65 INFORMING THEM OF OUR FREE SERVICE THAT PROVIDES INFORMATIONAL LITERATURE TO HELP THEM UNDERSTAND AND CHOOSE THE APPROPRIATE OPTIONS FOR THE SOCIAL SECURITY AND MEDICARE NEEDS. WE MAIL LETTERS TO THESE PEOPLE INFORMING THEM OF OUR PROGRAM AVAILABILITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01264
IRS990/FeesForServicesAccountingGrp/TotalAmt01264
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01145
IRS990/FeesForServicesOtherGrp/TotalAmt01145
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0RANDOLPH J PUTALA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0OFFICER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0220208
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR PURPOSE IS TO PROVIDE EMPLOYMENT FOR SENIORS AND EDUCATE THEM ABOUT SOCIAL SECURITY AND MEDICARE PLANNING AND HELP THEM UNDERSTAND THEIR CHOICES IN RETIREMENT BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt044
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0209007
IRS990/OfficeExpensesGrp/TotalAmt0209007
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2LICENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0132
IRS990/OtherExpensesGrp/ProgramServicesAmt138
IRS990/OtherExpensesGrp/ProgramServicesAmt220
IRS990/OtherExpensesGrp/TotalAmt0132
IRS990/OtherExpensesGrp/TotalAmt138
IRS990/OtherExpensesGrp/TotalAmt220
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07950
IRS990/OtherSalariesAndWagesGrp/TotalAmt07950
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0608
IRS990/PayrollTaxesGrp/TotalAmt0608
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RANDOLPH J PUTALA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0220208
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0220208
IRS990/ProgSrvcAccomActyOtherGrp/Desc0WE DISTRIBUTE EDUCATION LITERATURES TO SENIORS, HELPING THEM BETTER UNDERSTAND THEIR CHOICES IN SOCIAL SECURITY AND MEDICARE PLANNING.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0220164
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt044
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0220208
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0220208
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0220208
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0220208
IRS990ScheduleA/Total509Grp/TotalAmt0220208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0220208
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0220208
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WE DISTRIBUTE EDUCATION LITERATURES TO SENIORS, HELPING THEM BETTER UNDERSTAND THEIR CHOICES IN SOCIAL SECURITY AND MEDICARE PLANNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt044
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt044
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0220164
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220164
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044
IRS990/TotalOtherProgSrvcExpenseAmt0220164
IRS990/TotalProgramServiceExpensesAmt0220164
IRS990/TotalProgramServiceRevenueAmt0220208
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0220208
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0220208
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt044
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/EOYAmt044
IRS990/USAddress/AddressLine1Txt01531 ABERDEEN DRIVE
IRS990/USAddress/CityNm0BRENTWOOD
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037027
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDOLPH J PUTALA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SENIOR BENEFITS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SENI
ReturnHeader/Filer/EIN0813465847
ReturnHeader/Filer/USAddress/AddressLine1Txt0305 DONELSON PIKE STE B
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1F84DBAA91BD1EF28C568D79B29F212332561EC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B1F84DBAA91BD1EF28C568D79B29F212332561EC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-08-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:06:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205091575
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AVIAR FINANCIALS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0212 OVERLOOK CIR STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRENTWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370275396
ReturnHeader/PreparerPersonGrp/PhoneNum06159286578
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RACHANA K AGARWAL CPA
ReturnHeader/ReturnTs02018-08-14T12:06:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings