Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 23-7208414

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

44th percentile

0.4%

Higher net margin than 44% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$96,645

Up $371 (+0.4%) from 2019

Net Assets

Up

$96,645

Up $371 (+0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin44th percentile

Revenue

Up

$89,634

Up $19,945 (+29%) from 2019

Expenses

Up

$89,263

Up $22,411 (+34%) from 2019

Net Income

Down

$371

Down $2,466 (-87%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2020

Assets$96,645
Liabilities$0
Net Assets$96,645
Open 2020 Filing

Operations Trend

Revenue Growth83rd 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

2020

Revenue$89,634
Expenses$89,263
Net Income$371
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.0
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
2021-11-03

Preparer

Firm
Bfmw Group Pllc Cpas
Address
115 W MARKET ST, GREENWOOD, MS 38930-4431
Preparer
Jeff Warren
Phone
6624533235
Raw XML Appendix288 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BFMW GROUP, PLLC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02017-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0EDWARD JONES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01325
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt095610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0123799
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt096645
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05886
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05886
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05886
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05937
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt051
IRS990PF/DistributableAmountGrp/TotalTaxAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt051
IRS990PF/FMVAssetsEOYAmt0124834
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03033
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01035
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt093241
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02035
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0118517
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01808
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05937
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0118744
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JEFF WARREN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd038930
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06624533235
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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/RecipientUSAddress/ZIPCd038930
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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt286265
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MEDICAL FACILITY CAPITAL CAMPAIGM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIGENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1INDIGENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2803 W BARTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENWOOD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt082379
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0802587
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0720208
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/ContributorPersonNm0JIM TACKETT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0903 ROBERT E LEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 551
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21012 GRAND BLVD
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/TotalContributionsAmt020000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt156765
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0HARDEMEN
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1JIM TACKETT
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2WADE INC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0903 ROBERT E LEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt11012 GRAND BLVD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt2PO BOX 551
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0GREENWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1GREENWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2GREENWOOD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1MS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2MS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd038930
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd138930
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd2389350551
TaxesSchedule/TaxesDetail/Amt098
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF WARREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06624533235
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
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/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/PreparationDt02021-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF WARREN
ReturnHeader/ReturnTs02021-11-03T09:36:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARREN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,645
Liabilities
$0
Net assets
$96,645
Revenue
$89,634
Expenses
$89,263
Net income
$371
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