Civic Intelligence

Helen Holt Charitable Trust

990PF • Fiscal year 2013 • EIN 26-6114598

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 25, 2014

Organization Profile
2301 128th Street50323

(515) 246-8240

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

53rd percentile

$15,762

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

47th percentile

1.0%

Faster asset growth than 47% of similar nonprofits.

2013 filings • $1M-$5M 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 / Assets27th percentile

Assets

Up

$1,694,823

Up $16,064 (+1.0%) from 2012

Net Assets

Up

$1,694,823

Up $16,667 (+1.0%) from 2012

Liabilities

Down

$0

Down $603 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin72nd percentile

Revenue

$91,109

No earlier filing loaded for comparison.

Expenses

Down

$74,442

Down $1,978 (-2.6%) from 2012

Net Income

$16,667

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,669,644Liabilities 2010: $0Net Assets 2010: $1,669,6442010Assets 2011: $1,668,638Liabilities 2011: $0Net Assets 2011: $1,668,6382011Assets 2012: $1,678,759Liabilities 2012: $603Net Assets 2012: $1,678,1562012Assets 2013: $1,694,823Liabilities 2013: $0Net Assets 2013: $1,694,8232013Assets 2014: $1,689,949Liabilities 2014: $12,045Net Assets 2014: $1,677,9042014Assets 2015: $1,706,608Liabilities 2015: $0Net Assets 2015: $1,706,6082015Assets 2016: $1,677,198Liabilities 2016: $0Net Assets 2016: $1,677,1982016Assets 2017: $1,649,684Liabilities 2017: $0Net Assets 2017: $1,649,6842017Assets 2018: $1,607,412Liabilities 2018: $0Net Assets 2018: $1,607,4122018Assets 2019: $1,587,682Liabilities 2019: $0Net Assets 2019: $1,587,6822019Assets 2020: $1,649,321Liabilities 2020: $0Net Assets 2020: $1,649,3212020Assets 2021: $1,639,007Liabilities 2021: $0Net Assets 2021: $1,639,0072021Assets 2022: $1,687,699Liabilities 2022: $0Net Assets 2022: $1,687,6992022Assets 2023: $1,701,495Liabilities 2023: $0Net Assets 2023: $1,701,4952023Assets 2024: $1,703,179Liabilities 2024: $0Net Assets 2024: $1,703,1792024

Highlighted filing

2013

Assets$1,694,823
Liabilities$0
Net Assets$1,694,823
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $64,0942010Expenses 2011: $71,9172011Expenses 2012: $76,4202012Revenue 2013: $91,109Expenses 2013: $74,442Net Income 2013: $16,6672013Revenue 2014: $93,498Expenses 2014: $110,417Net Income 2014: -$16,9192014Revenue 2015: $135,060Expenses 2015: $106,356Net Income 2015: $28,7042015Revenue 2016: $76,739Expenses 2016: $96,965Net Income 2016: -$20,2262016Revenue 2017: $75,401Expenses 2017: $102,915Net Income 2017: -$27,5142017Revenue 2018: $64,259Expenses 2018: $106,531Net Income 2018: -$42,2722018Revenue 2019: $87,581Expenses 2019: $107,311Net Income 2019: -$19,7302019Revenue 2020: $168,366Expenses 2020: $106,727Net Income 2020: $61,6392020Revenue 2021: $98,125Expenses 2021: $108,439Net Income 2021: -$10,3142021Revenue 2022: $166,120Expenses 2022: $117,428Net Income 2022: $48,6922022Revenue 2023: $125,710Expenses 2023: $112,084Net Income 2023: $13,6262023Revenue 2024: $109,788Expenses 2024: $108,673Net Income 2024: $1,1152024

Highlighted filing

2013

Revenue$91,109
Expenses$74,442
Net Income$16,667
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 25, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IOWA STATE BANKTrustee-$15,762-$15,762
Filing and Contact Details

Filer

EIN
26-6114598
Phone
5152468240

Signing Officer

Name
Allan Knudsen
Title
Trust Officer
Phone
5152468240
Signed
2014-03-25
Discuss with paid preparer
Yes

Preparer

Preparer
Kurt J Konek CPA
Phone
5159942822
Raw XML Appendix316 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt128522
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CHILDSERVE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11SHRINERS HOSPITALS FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine105406 MERLE HAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112900 ROCKY POINT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0JOHNSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode050131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode133607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057045
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt065114
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065114
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt012045
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt092874
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt077159
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ADJ FOR INCOME RC'D TAXED PRIOR YR
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0603
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ADJ FOR INCOME REC'D TAXED PRIOR YR
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt0344
TaxesSchedule/TaxesDetail/Amt1136
TaxesSchedule/TaxesDetail/Amt2780
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12012 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt22013 FEDERAL TAX ESTIMATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0344
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN KNUDSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05152468240
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10HELEN HOLT CHARITABLE TRUST CO IOWA STATE BANK
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0266114598
ReturnHeader/Filer/PhoneNum05152468240
ReturnHeader/Filer/USAddress/AddressLine102301 128TH STREET
ReturnHeader/Filer/USAddress/City0URBANDALE
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050323
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421481253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KONEK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10404 S COMMERCE DR STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PRAIRIE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode050228
ReturnHeader/PreparerPersonGrp/PhoneNum05159942822
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KURT J KONEK CPA
ReturnHeader/ReturnTs02014-03-27T12:24:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,694,823
Liabilities
$0
Net assets
$1,694,823
Revenue
$91,109
Expenses
$74,442
Net income
$16,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.11$0.11$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.13$0.11$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.17$0.12$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.10$0.11$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.17$0.11$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.09$0.11$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.06$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.08$0.10$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.08$0.10$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.14$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.69$0.01$1.68$0.09$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.09$0.07$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.06