Civic Intelligence

Benjamin & Solomon Goldberg Memorial Tr

990PF • Fiscal year 2019 • EIN 86-6242447

Sep 01, 2018 to Aug 31, 2019 • Filed on Nov 21, 2019

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

5th percentile

-114%

Higher net margin than 5% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$27,468

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 36.7% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

18th percentile

-5.0%

Faster asset growth than 18% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-8.8%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,621,911

Down $85,173 (-5.0%) from 2018

Net Assets

Down

$1,621,911

Down $85,173 (-5.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$74,848

Down $7,190 (-8.8%) from 2018

Expenses

Up

$160,021

Up $6,949 (+4.5%) from 2018

Net Income

Down

-$85,173

Down $14,139 (-20%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$1,621,911
Liabilities$0
Net Assets$1,621,911

Operations Trend

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

2019

Revenue$74,848
Expenses$160,021
Net Income-$85,173
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Nov 21, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUTUAL OF OMAHA BANKTrustee-$27,468-$27,468
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
2019-11-21
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 Appendix341 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01750
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01750
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt060809
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt014039
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt074848
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt074848
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt061983
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014039
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt027468
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt027468
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0129000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0129000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt060809
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt060809
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt060809
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-85173
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0147429
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014039
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt043827
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01174
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01803
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01803
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt061983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0129000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0160021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt074848
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt074848
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0133390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt216846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt216846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0129409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CLASS ACTION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014039
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01174
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-85173
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01621911
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01707084
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01621911
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0120312
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0120312
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0120312
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0120750
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0438
IRS990PF/DistributableAmountGrp/TotalTaxAmt0438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01060
IRS990PF/FMVAssetsEOYAmt02481849
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01707084
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01621911
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01707084
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01621911
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02481849
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01707084
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01621911
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02481849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01707084
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01621911
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01707084
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01621911
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02451776
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02451776
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036777
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0120750
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02414999
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02451776
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt027468
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MUTUAL OF OMAHA BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019432 N RH JOHNSON BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SUN CITY WEST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd085375
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0120612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0121050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0124000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0120748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0124537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0124583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0112165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02414999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02525573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02436910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02359520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02338638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02491652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0129000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.249717
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0128562
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0129000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0438
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0129000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019432 N RH JOHNSON BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SUN CITY WEST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085375
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MUTUAL OF OMAHA BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum06238154339
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FIFTEEN GRANTS ARE GIVEN TO TEN 501C(3)ORGANIZATIONS IN THE PHOENIX, ARIZONA METROPOLITAN AREA TOTALING $129,000. ALL GRANTS ASSIST ORGANIZATIONS THAT WORK WITH CHILDREN OF ALL AGES, SENIORS, INCLUDING EDUCATION AND LEADERSHIP PROGRAMS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0129000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt411000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt620000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt87000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt915000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MONTHLY FRIDAY NIGHT DINNER FOR ELDERLY AT MINIMAL OR NO CHARGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM FOR TEENS TO BE TO ASSIST CHILDREN WITH DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAM TO BRING INSPIRATIONAL SPEAKERS TO PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO EDUCATE AND DEVELOPE COMMUNITY LEADERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUMMER CAMP SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6LEADERSHIP DEVELOPEMENT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7STUDENT ACTIVITIES AND PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8STUDENT K-12 TUITION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9STUDENT K-12 TUITION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JEWISH ARIZONANS ON CAMPUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MERKOS CHABAD LUBAVITCH-SMILE ON SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MERKOS CHABAD LUBAVITCH-FRIENDSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3VALLEY BEIT MIDRASH-SPEAKERS PROGRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4BUREAU JEWISH EDUCATION OF GREATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE WOMENS JEWISH LEARNING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6HILLEL AT ASU-ARIZONA STATE UNIVERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7CHABAD AT ASU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8CHABAD AT NAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9PJ LIBRARY PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013039 N 70TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17110 E LINCOLN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22110 E LINCOLN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34645 E MARYLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt412701 N Scottsdale Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57825 EAST PARADISE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61012 S MILL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7971 S ASH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81254 WEST UNIVERSITY AVE STE130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt912701 N Scottsdale Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Scottsdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8FLAGSTAFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085254
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd385032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485254
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd585260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd685281
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd785281
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd886001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd985254
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0129000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0120312
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0120312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07487
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026735
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08688
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07487
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09326
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0129000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08688
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026735
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018047
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0743
TaxesSchedule/TaxesDetail/Amt11060
TaxesSchedule/TaxesDetail/CategoryTxt02018 INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt12019 QUARTERLY ESTIMATE PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0743
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11060
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MUTUAL OF OMAHA BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-21
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/ReturnTs02019-11-21T13:33:34-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.07$0.16$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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