Civic Intelligence

Senior Benefits Foundation

990 • Fiscal year 2018 • EIN 81-3465847

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 15, 2019

Organization Profilewww.SeniorBenefitsFoundation.org
305 Donelson Pike Suite BNashville, TN 37214

(615) 844-4244

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$18,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

99th percentile

1805%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$838

Up $794 (+1805%) from 2017

Net Assets

Up

$838

Up $794 (+1805%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin41st percentile

Revenue

Down

$167,465

Down $52,743 (-24%) from 2017

Expenses

Down

$167,465

Down $52,699 (-24%) from 2017

Net Income

Down

$0

Down $44 (-100%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2018

Assets$838
Liabilities$0
Net Assets$838
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

2018

Revenue$167,465
Expenses$167,465
Net Income$0
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 15, 2019
Return Version
2018v3.1
Gross Receipts
$167,465
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 educate seniors 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$838▲ $794
Cap Stk Tr Prin Current Funds$44$838▲ $794
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$44$838▲ $794
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$44$838▲ $794
Total Liabilities and Net Assets / Fund Balance$44$838▲ $794
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Randall PutalaCEOPT$18,000$18,000
Mariam Elkabani AliTelemarketrePT$9,400$9,400
Vanessa Frances DiCristoTelemarketerPT$6,400$6,400
Revenue and Support

Revenue Composition

Contributions and Grants
$167,465
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$167,465
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$125,506
Salaries, Compensation, and Employee Benefits$41,959
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$0$123,213$0$123,213
Other Salaries and Wages$0$23,959$0$23,959
Current Officers, Directors, Trustees, and Key Employees$0$18,000$0$18,000
Other Expenses$0$398$0$398
Fees for Services Other$0$280$0$280
Total Functional Expenses$0$167,465$0$167,465
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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

Part VI, Section B, Line 11B

“No review was or will be conducted”

Part VI, Section B, Line 12C

“We verify prior employment and make sure that none of our employees operate in the for-profit side of the senior services industry.”

Part VI, Section C, Line 19

“Documents are posted with all states that we perform our services in. We are registered with the non-profit/charitable organization departments of all states.”

Filing and Contact Details

Filer

Filer Name
Senior Benefits Foundation
EIN
81-3465847
In Care Of
% Randolph J Putala
Phone
6158444244
Address
305 DONELSON PIKE SUITE B, Nashville, TN 37214

Signing Officer

Name
Randolph John Putala
Title
CEO
Phone
6158444244
Signed
2019-04-15

Organization Details

Formed
2016
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
3
Supplemental Narrative

Additional Explanations

Part XI, Line 9

“| Description:, Explanation:, Amount:| Un Allocated Donation, Non-Allocated donations., $794|”

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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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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Randolph J Putala
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0220208
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0211606
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt044
IRS990/PYSalariesCompEmpBnftPaidAmt08558
IRS990/PYTotalExpensesAmt0220164
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0220208
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ReservesMaintainedAmt00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0167465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0220208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0387673
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0387673
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0167465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0220208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0387673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0167465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0220208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0387673
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1We verify prior employment and make sure that none of our employees operate in the for-profit side of the senior services industry.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are posted with all states that we perform our services in. We are registered with the non-profit/charitable organization departments of all states.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Description:, Explanation:, Amount:| Un Allocated Donation, Non-Allocated donations., $794|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StateRequiredReservesAmt00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/StatesWhereCopyOfReturnIsFldCd1NJ
IRS990/StatesWhereCopyOfReturnIsFldCd2FL
IRS990/StatesWhereCopyOfReturnIsFldCd3TN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$838
Liabilities
$0
Net assets
$838
Revenue
$167,465
Expenses
$167,465
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.63$0.51$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.88$0.90$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.11$0.57$0.46$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.11$0.04$0.16$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.02$0.72$0.73$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.83$1.83$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.67$1.67$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.20$2.20$0.00
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.02$0.02$0.00