Civic Intelligence

The Amy Helpenstell Foundation Inc

EIN 20-0563962

2138 31st Avenue61201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2013

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

$5M-$10M nonprofits • Source year 2013

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2013

Asset Growth

22nd percentile

-3.4%

Faster asset growth than 22% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,979,477

Down $207,692 (-3.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

Down

$5,979,477

Down $207,692 (-3.4%) from 2012

Operations
Liabilities / Revenue25th percentileNet Margin11th percentile

Revenue

$576,568

No earlier filing loaded for comparison.

Expenses

Up

$784,260

Up $61,089 (+8.4%) from 2012

Net Income

-$207,692

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,661,368Liabilities 2011: $0Net Assets 2011: $6,661,3682011Assets 2012: $6,187,169Liabilities 2012: $0Net Assets 2012: $6,187,1692012Assets 2013: $5,979,477Liabilities 2013: $0Net Assets 2013: $5,979,4772013

Highlighted filing

2013

Assets$5,979,477
Liabilities$0
Net Assets$5,979,477
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $626,7642011Expenses 2012: $723,1712012Revenue 2013: $576,568Expenses 2013: $784,260Net Income 2013: -$207,6922013

Highlighted filing

2013

Revenue$576,568
Expenses$784,260
Net Income-$207,692
Open 2013 Filing

Filings

Most recent year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,979,477
Liabilities
$0
Net assets
$5,979,477
Revenue
$576,568
Expenses
$784,260
Net income
-$207,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.58$0.78$0.21
2012Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.72
2011Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANZ HELPENSTELLPresident-$0--
JANET STRUNKBoard Member-$0--
BRUCE STRUNKBoard Member-$0--
ERIC HELPENSTELLVice President-$0--
BONNIE HELPENSTELLBoard Member-$0--
DENISE ORMSBYTreasurer-$0--
MARK EVERSBoard Member-$0--
HEIDI HUISKAMP-COLLINSBoard Member-$0--
KAREN EVERSBoard Member-$0--
Filing and Contact Details

Filer

EIN
20-0563962
Phone
3097868976

Signing Officer

Name
Franz Helpenstell
Title
President
Phone
3097868976
Signed
2014-05-09
Discuss with paid preparer
Yes

Preparer

Preparer
Nancy J Baker
Phone
5638884000
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0401227
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0695950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0695950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0166965
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0172141
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-207692
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02081180
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0401227
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0537158
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02005
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02005
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt051458
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt027728
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt079546
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0906
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0751066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0784260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0568192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0576568
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt055116
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031034
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt088310
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0853
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt031017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt149219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2228091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31371626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3357699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt427316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3357699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt427316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt036695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt157690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2230154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31729325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt427316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0401227
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-207692
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05979477
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06187169
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05979477
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0363804
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0363804
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0363804
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0369176
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05372
IRS990PF/DistributableAmountGrp/TotalTaxAmt05372
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05372
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05372
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05372
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03267
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02105
IRS990PF/FMVAssetsEOYAmt07803487
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0275216
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0275217
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0285863
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03808250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03439909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05092854
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt096
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt096
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01857441
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01808936
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01967679
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06187169
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05979477
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt071525
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0304550
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0304550
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06187169
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05979477
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07803487
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06187169
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05979477
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06187169
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05979477
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0174737
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0150769
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0152445
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07495956
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt090494
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07405462
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0112439
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0369176
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07383517
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07495956
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00

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