Civic Intelligence

Leona Mary Behrent Charitable Trust

990 • Fiscal year 2019 • EIN 35-6692906

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 05, 2020

Organization ProfileN/A
125 3rd StreetColumbus, IN 47201

(812) 376-1981

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

14th percentile

-19%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

41st percentile

$33,400

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

35th percentile

-1.1%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,453,192

Down $26,885 (-1.1%) from 2018

Net Assets

Down

$2,453,192

Down $26,885 (-1.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin14th percentile

Revenue

Down

$142,485

Down $106,999 (-43%) from 2018

Expenses

Down

$169,370

Down $2,152 (-1.3%) from 2018

Net Income

Down

-$26,885

Down $104,847 (-134%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$3.0M$2.0M$1.0M$0Assets 2016: $2,421,995Liabilities 2016: $0Net Assets 2016: $2,421,9952016Assets 2017: $2,402,115Liabilities 2017: $0Net Assets 2017: $2,402,1152017Assets 2018: $2,480,077Liabilities 2018: $0Net Assets 2018: $2,480,0772018Assets 2019: $2,453,192Liabilities 2019: $0Net Assets 2019: $2,453,1922019Assets 2021: $2,439,375Liabilities 2021: $0Net Assets 2021: $2,439,3752021Assets 2022: $2,327,195Liabilities 2022: $0Net Assets 2022: $2,327,1952022Assets 2023: $2,282,029Liabilities 2023: $0Net Assets 2023: $2,282,0292023Assets 2024: $2,340,349Liabilities 2024: $0Net Assets 2024: $2,340,3492024Assets 2025: $2,377,451Liabilities 2025: $0Net Assets 2025: $2,377,4512025

Highlighted filing

2019

Assets$2,453,192
Liabilities$0
Net Assets$2,453,192
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2016: $89,956Expenses 2016: $168,638Net Income 2016: -$78,6822016Revenue 2017: $148,637Expenses 2017: $168,517Net Income 2017: -$19,8802017Revenue 2018: $249,484Expenses 2018: $171,522Net Income 2018: $77,9622018Revenue 2019: $142,485Expenses 2019: $169,370Net Income 2019: -$26,8852019Revenue 2021: $223,958Expenses 2021: $183,055Net Income 2021: $40,9032021Revenue 2022: $80,550Expenses 2022: $193,065Net Income 2022: -$112,5152022Revenue 2023: $142,370Expenses 2023: $187,536Net Income 2023: -$45,1662023Revenue 2024: $241,481Expenses 2024: $183,161Net Income 2024: $58,3202024Revenue 2025: $212,265Expenses 2025: $175,163Net Income 2025: $37,1022025

Highlighted filing

2019

Revenue$142,485
Expenses$169,370
Net Income-$26,885
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 5, 2020
Return Version
2019v5.0
Gross Receipts
$621,594
Mission and Program Overview

Mission

To support the lcms foundation for the use and benefit of the general church exension fund

To support the lcms foundation for the use and benefit of the general church extension fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,480,077$2,453,192▼ $26,885
Investments in Publicly Traded Securities$2,403,840$2,365,359▼ $38,481
Savings and Temporary Cash Investments$76,237$87,833▲ $11,596
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,480,077$2,453,192▼ $26,885
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,480,077$2,453,192▼ $26,885
Total Liabilities and Net Assets / Fund Balance$2,480,077$2,453,192▼ $26,885
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleOtherTotal
-Institutional Trustee$33,400$33,400
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$139,733
Other Revenue
$2,752
Change in Net Assets
$-26,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$134,303
Salaries, Compensation, and Employee Benefits$33,400
Other Expenses$1,667
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$134,303--$134,303
Current Officers, Directors, Trustees, and Key Employees$26,720$6,680-$33,400
Fees for Services Accounting-$1,438-$1,438
Other Expenses-$229-$229
Total Functional Expenses$161,023$8,347$0$169,370
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Lcms FoundationSt Louis, MO170(b)(1)(a)(i)For Use and Benefit of General Church Extension Fund$134,303
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Institution TrusteeFee Based on Market Value of InvestmentsNo$33,400
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“No governing body exists. First financial bank holds a trust agreement document and makes decisions based on that trust agreement document.”

Form 990, Part VI, Section A, Line 8B

“First financial bank, trustee, governs the trust. A trust agreement document previously prepared by an attorney and signed by witnesses is the means for the decision making process that the trustee uses concerning the charitable trust.”

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

“Kemper cpa group llp prepares the 990 tax forms and provides the trustee with the finished tax forms to review and mail.”

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

“Compensation is based on a percentage of market value of investments.”

Form 990, Part VI, Section C, Line 19

“The bank's trust department governs all documents.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“First financial bank - 125 3rd street, columbus, in 47201.”

Filing and Contact Details

Filer

Filer Name
Leona Mary Behrent Charitable Trust
EIN
35-6692906
Phone
8123761981
Address
125 3RD STREET, COLUMBUS, IN 47201

Signing Officer

Name
Bill Helmbrecht
Title
Trustee
Phone
8123761718
Signed
2020-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Helmbrecht
Formed
2000
Legal Domicile
In
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Kemper CPA Group Llp
Address
726 WASHINGTON ST SUITE 200, COLUMBUS, IN 47201-1912
Preparer
Erin Bushouse CPA
Phone
8123763061
Raw XML Appendix321 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.

Path#Value
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0125 3RD STREET
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IRS990/Desc0THE LEONA MARY BEHRENT CHARITABLE TRUST CONTRIBUTED $134,960 TO THE LCMS FOUNDATION TO BE USED FOR CONGREGATIONS, MISSIONS, AND MINISTRIES OF THE LUTHERAN CHURCH-MISSOURI SYNOD.
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0554912
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02403840
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02365359
IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0479109
IRS990/LoanOutstandingInd00
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IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/QuidProQuoContributionsInd00
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IRS990/ReconcilationRevenueExpnssAmt0-26885
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt076237
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THIS ORGANIZATION'S DISTRIBUTIONS ARE SOLELY TO SUPPORT THE LCMS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A - PART IV, QUESTION 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0134303
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE LCMS FOUNDATION
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR USE AND BENEFIT OF GENERAL CHURCH EXTENSION FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE LCMS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0436034481
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01333 SOUTH KIRKWOOD ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ST LOUIS
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTIONAL TRUSTEE MAINTAINS RECORDS REGARDING THE AMOUNT OF GRANTS ISSUED. THE GRANTS ARE CURRENTLY ISSUED TO ONLY ONE FOUNDATION EACH YEAR TO ASSIST WITH THEIR TAX EXEMPT PURPOSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO GOVERNING BODY EXISTS. FIRST FINANCIAL BANK HOLDS A TRUST AGREEMENT DOCUMENT AND MAKES DECISIONS BASED ON THAT TRUST AGREEMENT DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIRST FINANCIAL BANK, TRUSTEE, GOVERNS THE TRUST. A TRUST AGREEMENT DOCUMENT PREVIOUSLY PREPARED BY AN ATTORNEY AND SIGNED BY WITNESSES IS THE MEANS FOR THE DECISION MAKING PROCESS THAT THE TRUSTEE USES CONCERNING THE CHARITABLE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KEMPER CPA GROUP LLP PREPARES THE 990 TAX FORMS AND PROVIDES THE TRUSTEE WITH THE FINISHED TAX FORMS TO REVIEW AND MAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS BASED ON A PERCENTAGE OF MARKET VALUE OF INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BANK'S TRUST DEPARTMENT GOVERNS ALL DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIRST FINANCIAL BANK - 125 3RD STREET, COLUMBUS, IN 47201.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL HELMBRECHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08123761718
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEONA MARY BEHRENT CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FIRST FINANCIAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0356692906
ReturnHeader/Filer/PhoneNum08123761981
ReturnHeader/Filer/USAddress/AddressLine1Txt0125 3RD STREET
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.175.157.67
ReturnHeader/FilingSecurityInformation/IPDt02020-02-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:33:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0726 WASHINGTON ST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0472011912
ReturnHeader/PreparerPersonGrp/PhoneNum08123763061
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN BUSHOUSE CPA
ReturnHeader/ReturnTs02020-02-11T09:05:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,453,192
Liabilities
$0
Net assets
$2,453,192
Revenue
$142,485
Expenses
$169,370
Net income
-$26,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.21$0.18$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.24$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.14$0.19$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.08$0.19$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.22$0.18$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.14$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.25$0.17$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.15$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.09$0.17$0.08