Civic Intelligence

Helen Holt Charitable Trust

990PF • Fiscal year 2018 • EIN 26-6114598

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

7th percentile

-66%

Higher net margin than 7% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$17,500

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.6%

Faster asset growth than 33% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,607,412

Down $42,272 (-2.6%) from 2017

Net Assets

Down

$1,607,412

Down $42,272 (-2.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin7th percentile

Revenue

Down

$64,259

Down $11,142 (-15%) from 2017

Expenses

Up

$106,531

Up $3,616 (+3.5%) from 2017

Net Income

Down

-$42,272

Down $14,758 (-54%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2018

Assets$1,607,412
Liabilities$0
Net Assets$1,607,412
Open 2018 Filing

Operations Trend

Revenue Growth19th 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

2018

Revenue$64,259
Expenses$106,531
Net Income-$42,272
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IOWA STATE BANKTrustee-$17,500-$17,500
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
2019-05-13
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 Appendix269 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/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133631
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt087742
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/AppliedToCurrentYearAmt08750
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt087742
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt097699
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt096492
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt088949
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt087742
TaxesSchedule/TaxesDetail/Amt0668
TaxesSchedule/TaxesDetail/Amt1177
TaxesSchedule/TaxesDetail/Amt214
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0668
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1177
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt214
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IOWA STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
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/ReturnTs02019-05-14T06:45:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,607,412
Liabilities
$0
Net assets
$1,607,412
Revenue
$64,259
Expenses
$106,531
Net income
-$42,272
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
2018Detailed filing. Detailed filing data is available for this year.$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