Civic Intelligence

Benjamin & Solomon Goldberg Memorial Tr

990PF • Fiscal year 2018 • EIN 86-6242447

Sep 01, 2017 to Aug 31, 2018 • Filed on Oct 12, 2018

Organization Profile
19432 N Rh Johnson BlvdSun City West, AZ 85375

(623) 815-4339

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

6th percentile

-87%

Higher net margin than 6% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$26,792

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 32.7% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

26th percentile

-4.0%

Faster asset growth than 26% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,707,084

Down $71,034 (-4.0%) from 2017

Net Assets

Down

$1,707,084

Down $71,034 (-4.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin6th percentile

Revenue

Up

$82,038

Up $28,937 (+54%) from 2017

Expenses

Up

$153,072

Up $4,152 (+2.8%) from 2017

Net Income

Up

-$71,034

Up $24,785 (+26%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,166,563Liabilities 2012: $02012Assets 2013: $2,161,824Liabilities 2013: $02013Assets 2014: $2,091,846Liabilities 2014: $02014Assets 2015: $1,968,749Liabilities 2015: $0Net Assets 2015: $1,968,7492015Assets 2016: $1,873,937Liabilities 2016: $0Net Assets 2016: $1,873,9372016Assets 2017: $1,778,118Liabilities 2017: $0Net Assets 2017: $1,778,1182017Assets 2018: $1,707,084Liabilities 2018: $0Net Assets 2018: $1,707,0842018Assets 2019: $1,621,911Liabilities 2019: $0Net Assets 2019: $1,621,9112019Assets 2020: $1,713,190Liabilities 2020: $0Net Assets 2020: $1,713,1902020Assets 2021: $2,714,252Liabilities 2021: $0Net Assets 2021: $2,714,2522021Assets 2022: $2,312,558Liabilities 2022: $0Net Assets 2022: $2,312,5582022Assets 2023: $2,216,498Liabilities 2023: $0Net Assets 2023: $2,216,4982023Assets 2024: $2,085,296Liabilities 2024: $0Net Assets 2024: $2,085,2962024Assets 2025: $2,022,246Liabilities 2025: $0Net Assets 2025: $2,022,2462025

Highlighted filing

2018

Assets$1,707,084
Liabilities$0
Net Assets$1,707,084
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $143,140Expenses 2012: $133,522Net Income 2012: $9,6182012Revenue 2013: $81,174Expenses 2013: $135,916Net Income 2013: -$54,7422013Revenue 2014: $66,227Expenses 2014: $136,205Net Income 2014: -$69,9782014Revenue 2015: $77,633Expenses 2015: $153,138Net Income 2015: -$75,5052015Revenue 2016: $58,342Expenses 2016: $153,154Net Income 2016: -$94,8122016Revenue 2017: $53,101Expenses 2017: $148,920Net Income 2017: -$95,8192017Revenue 2018: $82,038Expenses 2018: $153,072Net Income 2018: -$71,0342018Revenue 2019: $74,848Expenses 2019: $160,021Net Income 2019: -$85,1732019Revenue 2020: $246,868Expenses 2020: $155,589Net Income 2020: $91,2792020Revenue 2021: $1,166,420Expenses 2021: $165,358Net Income 2021: $1,001,0622021Revenue 2022: -$197,772Expenses 2022: $201,523Net Income 2022: -$399,2952022Revenue 2023: $40,726Expenses 2023: $136,606Net Income 2023: -$95,8802023Revenue 2024: -$9,789Expenses 2024: $129,158Net Income 2024: -$138,9472024Revenue 2025: $67,814Expenses 2025: $130,085Net Income 2025: -$62,2712025

Highlighted filing

2018

Revenue$82,038
Expenses$153,072
Net Income-$71,034
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Oct 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUTUAL OF OMAHA BANKTrustee-$26,792-$26,792
Filing and Contact Details

Filer

Filer Name
Benjamin Goldberg Memorial Trust
EIN
86-6242447
Phone
6238154339
Address
19432 N RH JOHNSON BLVD, SUN CITY WEST, AZ 85375

Signing Officer

Name
Mutual of Omaha Bank
Title
Trustee
Signed
2018-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Seely Mullins & Associates PC
Address
7141 N 51st Avenue Suite C, Glendale, AZ 85301
Preparer
Loren I Greenberg CPA
Phone
6239397581
Raw XML Appendix334 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MUTUAL OF OMAHA BANK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROGRAM TO BRING INSPIRATIONAL SPEAKERS TO PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO EDUCATE AND DEVELOPE COMMUNITY LEADERS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7LEADERSHIP DEVELOPEMENT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8STUDENT ACTIVITIES AND PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9STUDENT K-12 TUITION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10STUDENT K-12 TUITION SCHOLARSHIPS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9CHABAD AT NAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10PJ LIBRARY PHOENIX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113039 N 70TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27110 E LINCOLN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32110 E LINCOLN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44645 E MARYLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt512701 N Scottsdale Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt67825 EAST PARADISE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71012 S MILL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8971 S ASH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91254 WEST UNIVERSITY AVE STE130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1012701 N Scottsdale Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Scottsdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8TEMPE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SCOTTSDALE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd385016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd585254
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd685260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd785281
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd885281
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd986001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1085254
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0124000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0124000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07487
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07487
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09326
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0124000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018047
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019267
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt1230
TaxesSchedule/TaxesDetail/CategoryTxt02017 Income Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Withheld on Dividends
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1230
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MUTUAL OF OMAHA BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENJAMIN GOLDBERG MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BENJ
ReturnHeader/Filer/EIN0866242447
ReturnHeader/Filer/PhoneNum06238154339
ReturnHeader/Filer/USAddress/AddressLine1Txt019432 N RH JOHNSON BLVD
ReturnHeader/Filer/USAddress/CityNm0SUN CITY WEST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085375
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860277974
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Seely Mullins & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07141 N 51st Avenue Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glendale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085301
ReturnHeader/PreparerPersonGrp/PhoneNum06239397581
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Loren I Greenberg CPA
ReturnHeader/ReturnTs02018-10-12T11:07:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,707,084
Liabilities
$0
Net assets
$1,707,084
Revenue
$82,038
Expenses
$153,072
Net income
-$71,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.07$0.13$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.01$0.13$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.04$0.14$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.20$0.20$0.40
2021Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$1.17$0.17$1.00
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.25$0.16$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.07$0.16$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.08$0.15$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.05$0.15$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.06$0.15$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.08$0.15$0.08
2014Summary only. Only limited summary data is available for this year.$2.09$0.00$0.07$0.14$0.07
2013Summary only. Only limited summary data is available for this year.$2.16$0.00$0.08$0.14$0.05
2012Summary only. Only limited summary data is available for this year.$2.17$0.00$0.14$0.13$0.01