Civic Intelligence

Louise W Thalheimer Charitable Tr Dr H a Nelson & Marshall Levitt

990PF • Fiscal year 2017 • EIN 23-7208414

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 19, 2018

PO Box 937Greenwood, MS 38935-0937

(662) 453-3235

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

36th percentile

-1.4%

Higher net margin than 36% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$100

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

$91,216

No earlier filing loaded for comparison.

Net Assets

$91,216

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$604,956

No earlier filing loaded for comparison.

Expenses

$613,217

No earlier filing loaded for comparison.

Net Income

-$8,261

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2017: $91,216Liabilities 2017: $0Net Assets 2017: $91,2162017Assets 2018: $93,437Liabilities 2018: $0Net Assets 2018: $93,4372018Assets 2019: $96,274Liabilities 2019: $0Net Assets 2019: $96,2742019Assets 2020: $96,645Liabilities 2020: $0Net Assets 2020: $96,6452020Assets 2021: $104,186Liabilities 2021: $0Net Assets 2021: $104,1862021Assets 2022: $107,487Liabilities 2022: $0Net Assets 2022: $107,4872022Assets 2023: $111,015Liabilities 2023: $0Net Assets 2023: $111,0152023Assets 2024: $118,775Liabilities 2024: $0Net Assets 2024: $118,7752024

Highlighted filing

2017

Assets$91,216
Liabilities$0
Net Assets$91,216

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2017: $604,956Expenses 2017: $613,217Net Income 2017: -$8,2612017Revenue 2018: $52,079Expenses 2018: $49,858Net Income 2018: $2,2212018Revenue 2019: $69,689Expenses 2019: $66,852Net Income 2019: $2,8372019Revenue 2020: $89,634Expenses 2020: $89,263Net Income 2020: $3712020Revenue 2021: $49,892Expenses 2021: $42,351Net Income 2021: $7,5412021Revenue 2022: $42,151Expenses 2022: $38,850Net Income 2022: $3,3012022Revenue 2023: $42,537Expenses 2023: $39,009Net Income 2023: $3,5282023Revenue 2024: $51,510Expenses 2024: $43,750Net Income 2024: $7,7602024

Highlighted filing

2017

Revenue$604,956
Expenses$613,217
Net Income-$8,261
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 19, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$100-$100
Filing and Contact Details

Filer

Filer Name
Louise W Thalheimer Charitable
EIN
23-7208414
Phone
6624533235
Address
PO BOX 937, GREENWOOD, MS 38935-0937

Signing Officer

Name
Jeff Warren
Title
Trustee
Phone
6624533235
Signed
2018-10-19

Preparer

Firm
Bfmw Group Pllc Cpas
Address
115 W MARKET ST, GREENWOOD, MS 38930-4431
Preparer
Jeff Warren
Phone
6624533235
Raw XML Appendix339 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01684
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MEDICAL EXPENSES FOR INDIGENT INDIVIDUALS IN GREENWOOD, MS AREA LIMITED ACCORDING TO NEED AND AVAILABILITY OF FUNDS. MEMORIALS ARE AUTHORIZED TO CHARITABLE AND NON-PROFIT ORGANIZATIONS BY THE TRUST INSTRUMENT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd238930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538930
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0612373
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/AppliedToCurrentYearAmt05479
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02751
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06674
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06674
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0619566
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0606894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04617
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02751
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0873
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0612373
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0606894
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0626240
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019346
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HARDEMAN-STELLE FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1WADE INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DR JOHN F LUCAS JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0903 ROBERT E LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 551
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2502 POPLAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GREENWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1GREENWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2GREENWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2MS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd038930
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd138930
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd238930
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt170000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt225000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0HARDEMENT-STEELE FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1WADE INC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0903 ROBERT E LEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1PO BOX 551
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0GREENWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1GREENWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1MS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd038930
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd138930
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06624533235
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUISE W THALHEIMER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0237208414
ReturnHeader/Filer/PhoneNum06624533235
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 937
ReturnHeader/Filer/USAddress/CityNm0GREENWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0389350937
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AFFE6F241609F8B8C78196E5D786F3BFEEA6AD00
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05439F472B9F46F0F38938E5CE9375DB9DC04A399
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.20.248.147
ReturnHeader/FilingSecurityInformation/IPDt02018-10-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:51:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640895893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BFMW GROUP PLLC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 W MARKET ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0389304431
ReturnHeader/PreparerPersonGrp/PhoneNum06624533235
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF WARREN
ReturnHeader/ReturnTs02018-10-19T09:51:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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