Civic Intelligence

Benjamin Family Foundation

990PF • Fiscal year 2015 • EIN 95-4039919

Apr 01, 2014 to Mar 31, 2015 • Filed on Aug 11, 2015

3029 Wilshire Boulevard No 200Santa Monica, CA 90403

(310) 399-1600

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

56th percentile

1.7%

Faster asset growth than 56% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-77%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$627,479

Up $10,224 (+1.7%) from 2014

Net Assets

$627,479

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$15,448

Down $51,364 (-77%) from 2014

Expenses

Down

$5,224

Down $14,890 (-74%) from 2014

Net Income

Down

$10,224

Down $36,474 (-78%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $781,810Liabilities 2011: $0Net Assets 2011: $781,8102011Assets 2012: $615,560Liabilities 2012: $0Net Assets 2012: $615,5602012Assets 2013: $570,557Liabilities 2013: $0Net Assets 2013: $570,5572013Assets 2014: $617,255Liabilities 2014: $02014Assets 2015: $627,479Liabilities 2015: $0Net Assets 2015: $627,4792015Assets 2016: $614,248Liabilities 2016: $0Net Assets 2016: $614,2482016Assets 2017: $615,905Liabilities 2017: $0Net Assets 2017: $615,9052017Assets 2018: $695,096Liabilities 2018: $0Net Assets 2018: $695,0962018Assets 2019: $707,972Liabilities 2019: $12019Assets 2020: $699,548Liabilities 2020: $0Net Assets 2020: $699,5482020Assets 2021: $696,101Liabilities 2021: $0Net Assets 2021: $696,1012021Assets 2022: $677,603Liabilities 2022: $0Net Assets 2022: $677,6032022Assets 2023: $563,987Liabilities 2023: $12023Assets 2024: $531,954Liabilities 2024: $12024Assets 2025: $784,320Liabilities 2025: $0Net Assets 2025: $784,3202025

Highlighted filing

2015

Assets$627,479
Liabilities$0
Net Assets$627,479

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $197,0852011Expenses 2012: $167,0002012Expenses 2013: $83,1032013Revenue 2014: $66,812Expenses 2014: $20,114Net Income 2014: $46,6982014Revenue 2015: $15,448Expenses 2015: $5,224Net Income 2015: $10,2242015Revenue 2016: $8,715Expenses 2016: $21,922Net Income 2016: -$13,2072016Revenue 2017: $20,301Expenses 2017: $18,644Net Income 2017: $1,6572017Revenue 2018: $125,141Expenses 2018: $45,950Net Income 2018: $79,1912018Revenue 2019: $24,600Expenses 2019: $11,333Net Income 2019: $13,2672019Revenue 2020: $26,130Expenses 2020: $34,554Net Income 2020: -$8,4242020Revenue 2021: $66,222Expenses 2021: $69,669Net Income 2021: -$3,4472021Revenue 2022: $68,898Expenses 2022: $87,396Net Income 2022: -$18,4982022Revenue 2023: $45,235Expenses 2023: $159,157Net Income 2023: -$113,9222023Revenue 2024: $53,610Expenses 2024: $85,643Net Income 2024: -$32,0332024Revenue 2025: $596,164Expenses 2025: $110,292Net Income 2025: $485,8722025

Highlighted filing

2015

Revenue$15,448
Expenses$5,224
Net Income$10,224
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Aug 11, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW BENJAMINPresident-$0--
ROBERT H GIVENSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE GROWE FOUNDATIONGENERAL SUPPORTPUBLIC CHARITYLONGMONT, CO, US$2,500
Filing and Contact Details

Filer

Filer Name
Benjamin Family Foundation
EIN
95-4039919
Phone
3103991600
Address
3029 WILSHIRE BOULEVARD NO 200, SANTA MONICA, CA 90403

Signing Officer

Name
Mark Benjamin
Title
Treasurer/chief Fin Officer
Phone
3108287547
Signed
2015-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Given & Company an Accty Corp
Address
3029 WILSHIRE BLVD 200, SANTA MONICA, CA 90403-2376
Preparer
Peter Goldberg
Phone
3108287547
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011482
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011482
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010224
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0113116
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03966
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt012768
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02700
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02680
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt086012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt089962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CITY NATL BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CITY NATL BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03966
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010224
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0627479
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0617255
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0627479
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031932
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt031932
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt031932
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032187
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0255
IRS990PF/DistributableAmountGrp/TotalTaxAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0255
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0243
IRS990PF/FMVAssetsEOYAmt0676349
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02007
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02465
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02465
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0143455
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0148355
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0142666
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0423924
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0421693
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0476110
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0617255
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0627479
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023479
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028476
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028476
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0617255
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0627479
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0676349
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0617255
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0627479
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0617255
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0627479
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt024390
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt026490
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt026632
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0653539
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025958
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0627581
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09803
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032187
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0643736
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0653539
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MATTHEW BENJAMIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT H GIVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03029 WILSHIRE BLVD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13029 WILSHIRE BLVD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090403
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190403
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0101399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0101527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt013108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt079200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0166992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0196991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt088525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.157517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.020360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.134837

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$5.96$1.10$4.86
2024Summary only. Only limited summary data is available for this year.$5.32$0.00$0.54$0.86$0.32
2023Summary only. Only limited summary data is available for this year.$5.64$0.00$0.45$1.59$1.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$0.69$0.87$0.18
2021Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.66$0.70$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.26$0.35$0.08
2019Summary only. Only limited summary data is available for this year.$7.08$0.00$0.25$0.11$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$1.25$0.46$0.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.00$6.16$0.20$0.19$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.09$0.22$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.15$0.05$0.10
2014Summary only. Only limited summary data is available for this year.$6.17$0.00$0.67$0.20$0.47
2013Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.83
2012Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$1.67
2011Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$1.97