Civic Intelligence

William Thomas Helton Memorial Foundation

990 • Fiscal year 2021 • EIN 31-1807403

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 07, 2022

Organization Profile
PO Box 847Waynesboro, TN 38485-0847

(931) 722-5401

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

99th percentile

7.58x

Higher debt load relative to revenue than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-2261%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-2.7%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$256,043

Down $7,020 (-2.7%) from 2020

Net Assets

Down

$252,503

Down $10,560 (-4.0%) from 2020

Liabilities

Up

$3,540

Up $3,540 from 2020

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Down

$467

Down $222,477 (-100%) from 2020

Expenses

Up

$11,027

Up $10,981 (+23872%) from 2020

Net Income

Down

-$10,560

Down $233,458 (-105%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$300K$200K$100K$0Assets 2020: $263,063Liabilities 2020: $0Net Assets 2020: $263,0632020Assets 2021: $256,043Liabilities 2021: $3,540Net Assets 2021: $252,5032021Assets 2022: $263,473Liabilities 2022: $0Net Assets 2022: $263,4732022Assets 2025: $277,041Liabilities 2025: $0Net Assets 2025: $277,0412025

Highlighted filing

2021

Assets$256,043
Liabilities$3,540
Net Assets$252,503
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $222,944Expenses 2020: $46Net Income 2020: $222,8982020Revenue 2021: $467Expenses 2021: $11,027Net Income 2021: -$10,5602021Revenue 2022: $11,802Expenses 2022: $832Net Income 2022: $10,9702022Revenue 2025: $2,259Expenses 2025: $1,055Net Income 2025: $1,2042025

Highlighted filing

2021

Revenue$467
Expenses$11,027
Net Income-$10,560
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 7, 2022
Return Version
2020v4.2
Gross Receipts
$467
Mission and Program Overview

Mission

Assist Buffalo River Services Inc in providing services to disabled adults that are not paid for by governmental grants and service fee contracts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$233,604$226,567▼ $7,037
Savings and Temporary Cash Investments$25,115$25,332▲ $217
Cash and Non-Interest-Bearing Accounts$2,694$2,489▼ $205
Total Assets$263,063$256,043▼ $7,020
Other Assets Total$1,650$1,655▲ $5
Liabilities
Accounts Payable and Accrued Expenses-$3,540-
Total Liabilities$0$3,540▲ $3,540
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$263,063$252,503▼ $10,560
Total Net Assets Fund Balance$263,063$252,503▼ $10,560
Total Liabilities and Net Assets / Fund Balance$263,063$256,043▼ $7,020

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$226,567--
Closely Held Equity Interests$226,567--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Andrew HeltonBoard member
Chad BalentineBoard member
Gaines RamseyBoard member
Joanie DanielBoard member
Linda KarpatiBoard member
Randy ButlerBoard member
Robert FarrisBoard member
Roger SmithBoard member
Phil GarnerExcecutive director
Revenue and Support

Revenue Composition

Contributions and Grants
$245
Program Service Revenue
$0
Investment Income
$222
Other Revenue
$0
All Other Contributions
$245
Change in Net Assets
$-10,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,027
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$7,037-$7,037
Fees for Services Accounting-$450-$450
Total Functional Expenses$0$11,027$0$11,027
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Due to time constraints, the board reviews the Form 990 after it is filed. The executive director and compliance officer review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board annually requires disclosure of conflicts of interest. Board members are asked about any conflicts as topics are discussed.”

Form 990, Part VI, Section B, Line 15B

“No one receives compensation from the Organization. The board would compare any proposed compensation to similar positions in other organizations if this were to occur.”

Form 990, Part VI, Section C, Line 19

“These items are posted on the giving matters web site.”

Filing and Contact Details

Filer

Filer Name
William Thomas Helton Memorial
EIN
31-1807403
Phone
9317225401
Address
PO Box 847, Waynesboro, TN 38485-0847

Signing Officer

Name
Phil Garner
Title
Executive Director
Signed
2022-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phil Garner
Formed
2002
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Joe Osterfeld CPA
Address
PO Box 807, Columbia, TN 38402-0807
Preparer
Joe Osterfeld
Phone
9313887144
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Phil Garner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William Thomas Helton Memorial
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0311807403
ReturnHeader/Filer/PhoneNum09317225401
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 847
ReturnHeader/Filer/USAddress/CityNm0Waynesboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0384850847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joe Osterfeld CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 807
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0384020807
ReturnHeader/PreparerPersonGrp/PhoneNum09313887144
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joe Osterfeld
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-07T07:44:32-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Phil
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Garner
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$256,043
Liabilities
$3,540
Net assets
$252,503
Revenue
$467
Expenses
$11,027
Net income
-$10,560
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.02$0.01$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.12$0.01$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.04$2.53$0.00$0.11$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$2.23$0.00$2.23