Civic Intelligence

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

990PF • Fiscal year 2018 • EIN 23-7208414

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 25, 2019

Organization Profile
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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

53rd percentile

4.3%

Higher net margin than 53% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$100

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

2.4%

Faster asset growth than 54% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-91%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$93,437

Up $2,221 (+2.4%) from 2017

Net Assets

Up

$93,437

Up $2,221 (+2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin53rd percentile

Revenue

Down

$52,079

Down $552,877 (-91%) from 2017

Expenses

Down

$49,858

Down $563,359 (-92%) from 2017

Net Income

Up

$2,221

Up $10,482 (+127%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2018

Assets$93,437
Liabilities$0
Net Assets$93,437
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

2018

Revenue$52,079
Expenses$49,858
Net Income$2,221
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

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
2019-10-25

Preparer

Firm
Bfmw Group Pllc Cpas
Address
115 W MARKET ST, GREENWOOD, MS 38930-4431
Preparer
Jeff Warren
Phone
6624533235
Raw XML Appendix326 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/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05938
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02221
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt093437
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt091216
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt093437
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05165
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05165
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05165
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05284
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0119
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt090052
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt091216
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0104167
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01609
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 937
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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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/AddressLine1Txt1215 EAST PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3503 W BARTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4803 W BARTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GREENWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GREENWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GREENWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MS
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/TotalGrantOrContriPdDurYrAmt048876
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/AppliedToCurrentYearAmt05165
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0606894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02751
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0873
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0873
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0662404
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0606894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04617
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02751
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048876
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043711
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0663277
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0619566
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HARDEMAN-STELLE FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0903 ROBERT E LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GREENWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd038930
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt083
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0HARDEMEN-STEELE FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0903 ROBERT E LEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0GREENWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd038930
TaxesSchedule/TaxesDetail/Amt049
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06624533235
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-25
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/AtSubmissionCreationDeviceId01988DFADF70E1C4BCAE76FEA0F45CD39915B1E59
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A590CA0188E668515970976EA51F22019DBB0770
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:12:23
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/PreparationDt02019-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF WARREN
ReturnHeader/ReturnTs02019-10-25T12:12:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$93,437
Liabilities
$0
Net assets
$93,437
Revenue
$52,079
Expenses
$49,858
Net income
$2,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.52$0.44$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.43$0.39$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.42$0.39$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.50$0.42$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.90$0.89$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.70$0.67$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.52$0.50$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$6.05$6.13$0.08