Civic Intelligence

Sheila D Benson Foundation

990PF • Fiscal year 2024 • EIN 84-4768958

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 28, 2025

Organization Profile
2306 Wilmington PlaceBirmingham, AL 35242

(205) 244-5228

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2024 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

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

2024 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-119%

Higher net margin than 13% of similar nonprofits.

2024 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2024 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-4.0%

Faster asset growth than 22% of similar nonprofits.

2024 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

263%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$4,024,076

Down $168,791 (-4.0%) from 2023

Net Assets

$4,024,076

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin13th percentile

Revenue

Up

$134,707

Up $97,636 (+263%) from 2023

Expenses

Up

$295,007

Up $54,607 (+23%) from 2023

Net Income

Up

-$160,300

Up $43,029 (+21%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $5,000,000Liabilities 2020: $12020Assets 2021: $4,933,700Liabilities 2021: $12021Assets 2022: $4,402,533Liabilities 2022: $12022Assets 2023: $4,192,867Liabilities 2023: $12023Assets 2024: $4,024,076Liabilities 2024: $0Net Assets 2024: $4,024,0762024

Highlighted filing

2024

Assets$4,024,076
Liabilities$0
Net Assets$4,024,076
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $5,000,000Expenses 2020: $0Net Income 2020: $5,000,0002020Revenue 2021: -$11,191Expenses 2021: $55,109Net Income 2021: -$66,3002021Revenue 2022: -$263,180Expenses 2022: $285,644Net Income 2022: -$548,8242022Revenue 2023: $37,071Expenses 2023: $240,400Net Income 2023: -$203,3292023Revenue 2024: $134,707Expenses 2024: $295,007Net Income 2024: -$160,3002024

Highlighted filing

2024

Revenue$134,707
Expenses$295,007
Net Income-$160,300
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 28, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA BENSONPresident And Director-$0--
LORING JONES IVVP And Director-$0--
MICHAEL KIMBRELLVP And Director-$0--
DON WILLIAMSSecretary, Treasurer, Director-$0--
Filing and Contact Details

Filer

Filer Name
Sheila D Benson Foundation
EIN
84-4768958
Phone
2052445228
Address
2306 WILMINGTON PLACE, BIRMINGHAM, AL 35242

Signing Officer

Name
Sheila Benson
Title
President and Director
Phone
2052445228
Signed
2025-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Bmss LLC
Address
1121 RIVERCHASE OFFICE RD, BIRMINGHAM, AL 35244
Preparer
Ross B Mendheim CPA
Phone
2059825500
Raw XML Appendix349 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
AccountingFeesSchedule/AccountingFeesDetail/Amt03790
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0PURSUANT TO TREASURY REGULATIONS 53.4942(A)-3(D)(2), THE SHEILA D. BENSON FOUNDATION ELECTS TO TREAT $24,399 OF THE QUALIFYING DISTRIBUTIONS MADE ON DECEMBER 19, 2024, AS MADE OUT OF THE UNDISTRIBUTED INCOME OF THE TAXABLE YEAR 2022.FURTHER, SHEILA BENSON AS PRESIDENT AND AN APPROPRIATE FOUNDATION MANAGER (AS DEFINED IN SEC. 4946(B)(1) OF THE INTERNAL REVENUE CODE) DECLARES THAT THE FOUNDATION IS MAKING THIS ELECTION FOR THE TAXABLE YEAR ENDING DECEMBER 31, 2024, AND THAT THE $24,399 DISTRIBUTION IS TO BE TREATED AS MADE OUT OF THE UNDISTRIBUTED INCOME OF THE TAXABLE YEAR 2022.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHEILA BENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LORING JONES IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL KIMBRELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DON WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP AND DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHEILA BENSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01079 LEGACY DRIVE
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt260000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL CARE & SUPPORT FOR CHILDREN IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDES SCHOLARSHIPS FOR STUDENTS PURSUING BUSINESS DEGREES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT FOR BEHAVIORIAL MEDICINE & BUSINESS ENTREPRENEURIAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDES PRIMARY CARE & DENTAL SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL & PHYSICAL CHALLENGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S VOLUNTEER HEALTH NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COLLAT SCHOOL OF BUSINESS AT UNIVERSITY OF ALABAMA AT BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF ALABAMA AT BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF ALABAMA AT BIRMINGHAM - CIVITAN SPARKS CLINIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01884 S CO HWY 393
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1701 20TH STREET SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2701 20TH STREET SOUTH
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0245000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02298
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt024399
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0218303
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0241063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0245000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0218303
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt08407
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04302
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04302
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011368
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENTS TO COST BASIS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02877
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt037207
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt037207
TaxesSchedule/TaxesDetail/Amt0369
TaxesSchedule/TaxesDetail/Amt18641
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0369
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEILA BENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02052445228
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEILA D BENSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEI
ReturnHeader/Filer/EIN0844768958
ReturnHeader/Filer/PhoneNum02052445228
ReturnHeader/Filer/USAddress/AddressLine1Txt02306 WILMINGTON PLACE
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035242
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461498870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMSS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01121 RIVERCHASE OFFICE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035244
ReturnHeader/PreparerPersonGrp/PhoneNum02059825500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS B MENDHEIM CPA
ReturnHeader/ReturnTs02025-09-29T16:32:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,024,076
Liabilities
$0
Net assets
$4,024,076
Revenue
$134,707
Expenses
$295,007
Net income
-$160,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.13$0.30$0.16
2023Summary only. Only limited summary data is available for this year.$4.19$0.00$0.04$0.24$0.20
2022Summary only. Only limited summary data is available for this year.$4.40$0.00$0.26$0.29$0.55
2021Summary only. Only limited summary data is available for this year.$4.93$0.00$0.01$0.06$0.07
2020Summary only. Only limited summary data is available for this year.$5.00$0.00$5.00$0.00$5.00