Civic Intelligence

Senior Benefits Foundation

990EZ • Fiscal year 2023 • EIN 81-3465847

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 25, 2024

Organization ProfileN/A
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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-99%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1178%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$0

Down $111 (-100%) from 2022

Net Assets

Up

$0

Up $10,582 (+100%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

Up

$57,070

Up $52,605 (+1178%) from 2022

Expenses

Up

$46,485

Up $30,646 (+193%) from 2022

Net Income

Up

$10,585

Up $21,959 (+193%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Net Assets 2024: -$1,4182024Assets 2025: $11,759Liabilities 2025: $0Net Assets 2025: $11,7592025

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth99th 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

2023

Revenue$57,070
Expenses$46,485
Net Income$10,585
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 25, 2024
Return Version
2023v5.0
Gross Receipts
$57,070
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 UNDERSATND 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 ASLO CONDUCT SEMINARS AT PUBLIC LIBRARIES UNDER THE PROGRAM NAME SOCIAL SECURITY LIBRARY LEARNING.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDOLPH PUTALADirector-$0--
VICTOR PUTALASecretary-$0--
VERONICA PUTALATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Senior Benefits Foundation
EIN
81-3465847
Phone
6158444244
Address
305 DONELSON PIKE STE B, Nashville, TN 37214

Signing Officer

Name
Randolph Putala
Title
Director
Phone
6158444244
Signed
2024-03-25
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Nickole Love
Phone
8004725625
Supplemental Narrative

Additional Explanations

Psrt 1 Lines 15 and 16

“Detailed description of expenses”

Part I Line 1

“Primary sponsor heritage financial”

Raw XML Appendix119 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RANDOLPH 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/BOYAmt0111
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057070
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010585
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt057070
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010696
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDOLPH PUTALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICTOR PUTALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VERONICA PUTALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06116
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/PrintingPublicationsPostageAmt040369
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 UNDERSATND 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 ASLO CONDUCT SEMINARS AT PUBLIC LIBRARIES UNDER THE PROGRAM NAME SOCIAL SECURITY LIBRARY LEARNING.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046485
IRS990EZ/TotalRevenueAmt057070
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt071606
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0183468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0333268
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0333268
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071606
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0183468
IRS990ScheduleA/Total509Grp/TotalAmt0333268
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016659
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0183468
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0333268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DETAILED DESCRIPTION OF EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIMARY SPONSOR HERITAGE FINANCIAL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PSRT 1 LINES 15 AND 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDOLPH PUTALA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06158444244
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SENIOR BENEFITS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SENI
ReturnHeader/Filer/EIN0813465847
ReturnHeader/Filer/PhoneNum06158444244
ReturnHeader/Filer/USAddress/AddressLine1Txt0305 DONELSON PIKE STE B
ReturnHeader/Filer/USAddress/CityNm0Nashville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037214
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nickole Love
ReturnHeader/ReturnTs02024-03-25T13:22:42Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RANDOLPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PUTALA
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$57,070
Expenses
$46,485
Net income
$10,585
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$0.00$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