Civic Intelligence

Helen Holt Charitable Trust

990PF • Fiscal year 2014 • EIN 26-6114598

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 02, 2015

Organization Profile
2301 128th StreetUrbandale, IA 50323

(515) 246-8240

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.13x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$16,434

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

2.6%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$1,689,949

Down $4,874 (-0.3%) from 2013

Net Assets

Down

$1,677,904

Down $16,919 (-1.0%) from 2013

Liabilities

Up

$12,045

Up $12,045 from 2013

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin17th percentile

Revenue

Up

$93,498

Up $2,389 (+2.6%) from 2013

Expenses

Up

$110,417

Up $35,975 (+48%) from 2013

Net Income

Down

-$16,919

Down $33,586 (-202%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2014

Assets$1,689,949
Liabilities$12,045
Net Assets$1,677,904
Open 2014 Filing

Operations Trend

Revenue Growth47th percentile

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

2014

Revenue$93,498
Expenses$110,417
Net Income-$16,919
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IOWA STATE BANKTrustee-$16,434-$16,434
Filing and Contact Details

Filer

Filer Name
Helen Holt Charitable Trust Co Iowa State Bank
EIN
26-6114598
Phone
5152468240
Address
2301 128TH STREET, URBANDALE, IA 50323

Signing Officer

Name
Allan Knudsen
Title
Trust Officer
Phone
5152468240
Signed
2015-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Konek Pc
Address
404 S COMMERCE DR STE 1, PRAIRIE CITY, IA 50228
Preparer
Jessica Simbro
Phone
5159942822
Raw XML Appendix313 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/RecipientBusinessName/BusinessNameLine1Txt0CHILDSERVE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SHRINERS HOSPITALS FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05406 MERLE HAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12900 ROCKY POINT ROAD PO BOX 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JOHNSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0501310707
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1336313356
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt092876
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/AppliedToCurrentYearAmt08219
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt092874
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt097245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101093
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt089026
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt092874
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ADJ FOR INCOME RC'D TAXED PRIOR YR
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DISTRIBUTION PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt012045
TaxesSchedule/TaxesDetail/Amt0232
TaxesSchedule/TaxesDetail/Amt147
TaxesSchedule/TaxesDetail/Amt20
TaxesSchedule/TaxesDetail/Amt3828
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12013 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt22013 FORM 4720 PENALTY - NET OF REFUND
TaxesSchedule/TaxesDetail/CategoryTxt32014 FEDERAL ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0232
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN KNUDSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05152468240
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN HOLT CHARITABLE TRUST CO IOWA STATE BANK
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0266114598
ReturnHeader/Filer/PhoneNum05152468240
ReturnHeader/Filer/USAddress/AddressLine1Txt02301 128TH STREET
ReturnHeader/Filer/USAddress/CityNm0URBANDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050323
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421481253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KONEK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0404 S COMMERCE DR STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRAIRIE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050228
ReturnHeader/PreparerPersonGrp/PhoneNum05159942822
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica Simbro
ReturnHeader/ReturnTs02015-04-10T13:50:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,689,949
Liabilities
$12,045
Net assets
$1,677,904
Revenue
$93,498
Expenses
$110,417
Net income
-$16,919
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