Civic Intelligence

Senior Benefits Foundation

990EZ • Fiscal year 2020 • EIN 81-3465847

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2022

Organization Profilewww.seniorbenefitsfoundation.org
305 Donelson Pikesuite BNashville, TN 37214

(615) 844-4244

Siviq Scores

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

Liabilities / Assets

99th percentile

13.63x

Higher debt load relative to assets than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

0.86x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-80%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

62nd percentile

13%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-92%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$925

Up $880 (+1956%) from 2020

Net Assets

Down

-$11,685

Down $9,964 (-579%) from 2020

Liabilities

Up

$12,610

Up $12,565 (+27922%) from 2020

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin9th percentile

Revenue

Down

$14,644

Down $56,962 (-80%) from 2020

Expenses

Down

$26,329

Down $46,998 (-64%) from 2020

Net Income

Down

-$11,685

Down $9,964 (-579%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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 2020: $925Liabilities 2020: $12,610Net Assets 2020: -$11,6852020Assets 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

2020

Assets$925
Liabilities$12,610
Net Assets-$11,685
Open 2020 Filing

Operations Trend

Revenue Growth4th 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 2020: $14,644Expenses 2020: $26,329Net Income 2020: -$11,6852020Revenue 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

2020

Revenue$14,644
Expenses$26,329
Net Income-$11,685
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 21, 2022
Return Version
2020v4.0
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

Program Services

DescriptionGrantsExpenses
WE COMMUNICATE WITH SENIORS AGE 60 TO 64 INFORMING THEM OF OUR FREE SERVICE THAT PROVIDES INFORMATIONAL LITERATURE AND VIDEOS TO HELP THEM UNDERSTAND AND CHOOSE THE APPROPRIATE OPTIONS FOR THE SOCIAL SECURITY AND MEDICARE PROGRAMS WE MAIL LETTERS TO THESE PEOPLE INFORMING THEM OF OUR PROGRAM AVAILABILITY WE ALSO CONDUCT SEMINARS AT PUBLIC LIBRARIES UNDER THE PROGRAM NAME SOCIAL SECURITY LIBRARY LEARNING ALTHOUGH THESE IN-PERSON MEETINGS WERE HALTED IN MARCH OF 2020 DUE TO COVID-19 WE HOPE TO BEGIN THEM AGAIN IN THE 3RD QUARTER OF 2021--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDOLPH J PUTALA0FT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Randolph John Putala
Title
CEO
Signed
2022-04-21
Supplemental Narrative

Additional Explanations

Schedule O:

“Other expenses include bank fees internet service provider fees and local state taxes”

Raw XML Appendix153 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
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IRS990EZ/AmendedReturnInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0RANDOLPH J PUTALA
IRS990EZ/BooksInCareOfDetail/PhoneNum06158444244
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0305 DONELSON PIKE STE B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037214
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0925
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt016659
IRS990EZ/CostOfGoodsSoldAmt010536
IRS990EZ/CostOrOtherBasisExpenseSaleAmt010536
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11685
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0925
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-10535
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-10535
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LoansToFromOfficersAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-11685
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-11685
IRS990EZ/OccupancyRentUtltsAndMaintAmt09300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDOLPH J PUTALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt00
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt02028
IRS990EZ/OtherRevenueTotalAmt019055
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR PURPOSE IS TO EDUCATE SENIORS ABOUT SOCIAL SECURITY AND MEDICARE PLANNING AND HELP THEM UNDERSTAND THEIR CHOICES IN RETIREMENT BENEFITS
IRS990EZ/PrintingPublicationsPostageAmt08507
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE COMMUNICATE WITH SENIORS AGE 60 TO 64 INFORMING THEM OF OUR FREE SERVICE THAT PROVIDES INFORMATIONAL LITERATURE AND VIDEOS TO HELP THEM UNDERSTAND AND CHOOSE THE APPROPRIATE OPTIONS FOR THE SOCIAL SECURITY AND MEDICARE PROGRAMS WE MAIL LETTERS TO THESE PEOPLE INFORMING THEM OF OUR PROGRAM AVAILABILITY WE ALSO CONDUCT SEMINARS AT PUBLIC LIBRARIES UNDER THE PROGRAM NAME SOCIAL SECURITY LIBRARY LEARNING ALTHOUGH THESE IN-PERSON MEETINGS WERE HALTED IN MARCH OF 2020 DUE TO COVID-19 WE HOPE TO BEGIN THEM AGAIN IN THE 3RD QUARTER OF 2021
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06494
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/StatesWhereCopyOfReturnIsFldCd1MI
IRS990EZ/StatesWhereCopyOfReturnIsFldCd2NJ
IRS990EZ/StatesWhereCopyOfReturnIsFldCd3TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012610
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt026329
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt014644
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.seniorbenefitsfoundation.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt071427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0183468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0167465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0220208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0642568
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0642568
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0183468
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0167465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0220208
IRS990ScheduleA/Total509Grp/TotalAmt0642568
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071427
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0167465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0220208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0642568
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other expenses include bank fees internet service provider fees and local state taxes
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDOLPH JOHN PUTALA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SENIOR BENEFITS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SENI
ReturnHeader/Filer/EIN0813465847
ReturnHeader/Filer/USAddress/AddressLine1Txt0305 DONELSON PIKESUITE B
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037214
ReturnHeader/ReturnTs02022-04-21T15:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$925
Liabilities
$12,610
Net assets
-$11,685
Revenue
$14,644
Expenses
$26,329
Net income
-$11,685
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.$0.01$0.13$0.12$0.15$0.26$0.12
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