Civic Intelligence

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

990PF • Fiscal year 2019 • EIN 23-7208414

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$100

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

3.0%

Faster asset growth than 55% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$96,274

Up $2,837 (+3.0%) from 2018

Net Assets

Up

$96,274

Up $2,837 (+3.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin53rd percentile

Revenue

Up

$69,689

Up $17,610 (+34%) from 2018

Expenses

Up

$66,852

Up $16,994 (+34%) from 2018

Net Income

Up

$2,837

Up $616 (+28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2019

Assets$96,274
Liabilities$0
Net Assets$96,274
Open 2019 Filing

Operations Trend

Revenue Growth81st 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

2019

Revenue$69,689
Expenses$66,852
Net Income$2,837
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
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
2020-11-10

Preparer

Firm
Bfmw Group Pllc Cpas
Address
115 W MARKET ST, GREENWOOD, MS 38930-4431
Preparer
Jeff Warren
Phone
6624533235
Raw XML Appendix330 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/DistributableAmountGrp/DistributableAsAdjustedAmt05296
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05296
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05296
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05394
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt098
IRS990PF/DistributableAmountGrp/TotalTaxAmt098
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt098
IRS990PF/FMVAssetsEOYAmt0119302
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt093437
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03210
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0106311
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01643
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05394
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0107878
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS ARE RECEIVED FROM INDIGENT INDIVIDUALS THROUGH REFERRALS FROM THE MEDICAL PROFESSION AND ARE SCREENED BY THE TRUSTEES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JEFF WARREN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06624533235
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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/AddressLine1Txt5804 EAST PARK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GRENADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GREENWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GREENWOOD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GREENWOOD
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/StateAbbreviationCd5MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd238930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538930
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065851
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/AppliedToCurrentYearAmt05296
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0606894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02751
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02751
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0720208
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt060555
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0606894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04617
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065851
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060555
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0722959
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0662404
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HARDEMAN-STELLE FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1WADE INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0903 ROBERT E LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 551
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GREENWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1GREENWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd038930
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd138930
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt040000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt117000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0BOB HARDEMAN TRUST
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/ZIPCd1389350551
TaxesSchedule/TaxesDetail/Amt0126
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06624533235
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
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/AtSubmissionCreationDeviceId09A8E908E85EF5F620B32C9856E3AA03BBCE98022
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0125B99B5E1992C1F6505F19924FB751C5E134A13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:52:53
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/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF WARREN
ReturnHeader/ReturnTs02020-11-10T16:52:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,274
Liabilities
$0
Net assets
$96,274
Revenue
$69,689
Expenses
$66,852
Net income
$2,837
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