Civic Intelligence

Helen M Reitz Charitable Tr Fndn XXX-XX-XXXX

990PF • Fiscal year 2016 • EIN 35-6522821

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
PO Box 207Evansville, IN 47702

(812) 464-1397

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-76%

Higher net margin than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$5,402

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 25.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

$379,139

No earlier filing loaded for comparison.

Net Assets

$379,139

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin8th percentile

Revenue

$21,575

No earlier filing loaded for comparison.

Expenses

$38,050

No earlier filing loaded for comparison.

Net Income

-$16,475

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2016: $379,139Liabilities 2016: $0Net Assets 2016: $379,1392016Assets 2018: $365,784Liabilities 2018: $0Net Assets 2018: $365,7842018Assets 2019: $351,999Liabilities 2019: $0Net Assets 2019: $351,9992019Assets 2020: $346,806Liabilities 2020: $0Net Assets 2020: $346,8062020Assets 2021: $358,531Liabilities 2021: $0Net Assets 2021: $358,5312021Assets 2022: $425,654Liabilities 2022: $0Net Assets 2022: $425,6542022Assets 2023: $398,604Liabilities 2023: $0Net Assets 2023: $398,6042023Assets 2024: $389,439Liabilities 2024: $0Net Assets 2024: $389,4392024

Highlighted filing

2016

Assets$379,139
Liabilities$0
Net Assets$379,139
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2016: $21,575Expenses 2016: $38,050Net Income 2016: -$16,4752016Revenue 2018: $48,956Expenses 2018: $40,759Net Income 2018: $8,1972018Revenue 2019: $25,036Expenses 2019: $38,814Net Income 2019: -$13,7782019Revenue 2020: $34,204Expenses 2020: $39,395Net Income 2020: -$5,1912020Revenue 2021: $53,739Expenses 2021: $42,012Net Income 2021: $11,7272021Revenue 2022: $111,055Expenses 2022: $43,889Net Income 2022: $67,1662022Revenue 2023: $15,205Expenses 2023: $42,254Net Income 2023: -$27,0492023Revenue 2024: $30,948Expenses 2024: $40,117Net Income 2024: -$9,1692024

Highlighted filing

2016

Revenue$21,575
Expenses$38,050
Net Income-$16,475
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OLD NATIONAL TRUST COTrusteePT$5,402-$5,402
WAYNE S TROCKMANCo-Trustee-$4,952-$4,952
Filing and Contact Details

Filer

Filer Name
Helen M Reitz Charitable Trust Fndn
EIN
35-6522821
Phone
8124641397
Address
PO BOX 207, EVANSVILLE, IN 47702

Signing Officer

Name
Shannon Marshall-perryold National
Title
Trust Administrator
Phone
8124641397
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Harding Shymanski & Co Psc
Address
PO BOX 3677, EVANSVILLE, IN 47735
Preparer
Michael J Vogel
Phone
8124649161
Raw XML Appendix344 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED STATEMENT
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0540
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0640
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0540
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WAYNE S TROCKMAN
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED CHARTIBLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST MARY'S MEDICAL CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3) PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 22249
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11717 LANGHORNE-NEWTOWN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LANGHORNE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014000
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/AppliedToCurrentYearAmt021178
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019084
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0492
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02455
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025558
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04380
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019084
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014704
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05741
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011518
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05777
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt020
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc010 K GOLD PIN
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt020
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt020
TaxesSchedule/TaxesDetail/Amt0204
TaxesSchedule/TaxesDetail/Amt1640
TaxesSchedule/TaxesDetail/Amt254
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt1CURRENT YEAR ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON MARSHALL-PERRYOLD NATIONAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08124641397
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN M REITZ CHARITABLE TRUST FNDN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OLD NATIONAL TRUST CO TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0356522821
ReturnHeader/Filer/PhoneNum08124641397
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 207
ReturnHeader/Filer/USAddress/CityNm0EVANSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047702
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09F780F7EEF1DA60E967B7699BA0C7191C8C4DAB2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00C437255B0A44C5666A2B4C098C8AD92E8CCBDBB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.233.223.194
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:52:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351346211
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARDING SHYMANSKI & CO PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3677
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVANSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047735
ReturnHeader/PreparerPersonGrp/PhoneNum08124649161
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J VOGEL
ReturnHeader/ReturnTs02017-05-11T16:18:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$379,139
Liabilities
$0
Net assets
$379,139
Revenue
$21,575
Expenses
$38,050
Net income
-$16,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.31$0.40$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.15$0.42$0.27
2022Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$1.11$0.44$0.67
2021Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.54$0.42$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.34$0.39$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.25$0.39$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.49$0.41$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.22$0.38$0.16