Civic Intelligence

Helen Holt Charitable Trust

990PF • Fiscal year 2017 • EIN 26-6114598

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
Iowa State Bank 2301 128th StUrbandale, IA 50323

(515) 246-8240

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$17,235

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

31st percentile

-1.6%

Faster asset growth than 31% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-1.7%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,649,684

Down $27,514 (-1.6%) from 2016

Net Assets

Down

$1,649,684

Down $27,514 (-1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin11th percentile

Revenue

Down

$75,401

Down $1,338 (-1.7%) from 2016

Expenses

Up

$102,915

Up $5,950 (+6.1%) from 2016

Net Income

Down

-$27,514

Down $7,288 (-36%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2017

Assets$1,649,684
Liabilities$0
Net Assets$1,649,684
Open 2017 Filing

Operations Trend

Revenue Growth33rd 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

2017

Revenue$75,401
Expenses$102,915
Net Income-$27,514
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IOWA STATE BANKTrustee-$17,235-$17,235
Filing and Contact Details

Filer

Filer Name
Helen Holt Charitable Trust
EIN
26-6114598
Phone
5152468240
Address
IOWA STATE BANK 2301 128TH ST, URBANDALE, IA 50323

Signing Officer

Name
Iowa State Bank
Title
Trust Officer
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Tarbell & Co PLC
Address
2130 Grand Avenue, Des Moines, IA 50312-5302
Preparer
Jessica Branderhorst CPA
Phone
5152820200
Raw XML Appendix296 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02301 128TH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0URBANDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050323
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0IOWA STATE BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05152468240
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt042232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt142232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILDSERVE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SHRINERS HOSPITALS FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
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/ZIPCd050131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133631
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt084464
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/AppliedToCurrentYearAmt08618
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt084463
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096360
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093081
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt087742
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt084463
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0595
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0595
TaxesSchedule/TaxesDetail/Amt0668
TaxesSchedule/TaxesDetail/Amt1161
TaxesSchedule/TaxesDetail/Amt212
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0668
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1161
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt212
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IOWA STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN HOLT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0266114598
ReturnHeader/Filer/PhoneNum05152468240
ReturnHeader/Filer/USAddress/AddressLine1Txt0IOWA STATE BANK 2301 128TH ST
ReturnHeader/Filer/USAddress/CityNm0URBANDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050323
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421443361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tarbell & Co PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02130 Grand Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503125302
ReturnHeader/PreparerPersonGrp/PhoneNum05152820200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica Branderhorst CPA
ReturnHeader/ReturnTs02018-05-10T07:41:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,649,684
Liabilities
$0
Net assets
$1,649,684
Revenue
$75,401
Expenses
$102,915
Net income
-$27,514
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