Civic Intelligence

Mary Howell Charitable Tr

990PF • Fiscal year 2021 • EIN 37-6697553

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
P O Box 32760Louisville, KY 40232-2760

(502) 588-9133

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

3rd percentile

-146%

Higher net margin than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$12,835

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 31.3% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

12th percentile

-5.4%

Faster asset growth than 12% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,046,673

Down $59,947 (-5.4%) from 2020

Net Assets

Down

$1,046,673

Down $59,947 (-5.4%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin3rd percentile

Revenue

Up

$40,953

Up $56,547 (+363%) from 2020

Expenses

Up

$100,897

Up $7,158 (+7.6%) from 2020

Net Income

Up

-$59,944

Up $49,389 (+45%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $1,214,391Liabilities 2019: $02019Assets 2020: $1,106,620Liabilities 2020: $1Net Assets 2020: $1,106,6202020Assets 2021: $1,046,673Liabilities 2021: $1Net Assets 2021: $1,046,6732021Assets 2022: $974,526Liabilities 2022: $1Net Assets 2022: $974,5262022Assets 2023: $932,411Liabilities 2023: $12023

Highlighted filing

2021

Assets$1,046,673
Liabilities$1
Net Assets$1,046,673
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $1,215,970Expenses 2019: $15Net Income 2019: $1,215,9552019Revenue 2020: -$15,594Expenses 2020: $93,739Net Income 2020: -$109,3332020Revenue 2021: $40,953Expenses 2021: $100,897Net Income 2021: -$59,9442021Revenue 2022: $31,317Expenses 2022: $103,465Net Income 2022: -$72,1482022Revenue 2023: $50,908Expenses 2023: $93,006Net Income 2023: -$42,0982023

Highlighted filing

2021

Revenue$40,953
Expenses$100,897
Net Income-$59,944
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$12,835-$12,835
Filing and Contact Details

Filer

Filer Name
Mary Howell Charitable Tr
EIN
37-6697553
Phone
5025889133
Address
P O BOX 32760, LOUISVILLE, KY 40232-2760

Signing Officer

Name
Mark K Nickel
Title
Trustee
Phone
5025889133
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Reliance Integrated Solutions LLC
Address
4900 W BROWN DEER RD, BROWN DEER, WI 53223
Preparer
Ken Hoang
Phone
4148153900
Raw XML Appendix353 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/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ATTN CATHERINE WILSON/PLANNED GIVIN
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Mary Tredo Howell Estate
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O BAIRD TRUST COMPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0PO BOX 32760
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUAL
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MISC BALANCING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/Amt1120
TaxesSchedule/TaxesDetail/Amt268
TaxesSchedule/TaxesDetail/Amt3106
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt268
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3106
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK K NICKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05025889133
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY HOWELL CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0HOWE
ReturnHeader/Filer/EIN0376697553
ReturnHeader/Filer/PhoneNum05025889133
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 32760
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402322760
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481248384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RELIANCE INTEGRATED SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 W BROWN DEER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROWN DEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053223
ReturnHeader/PreparerPersonGrp/PhoneNum04148153900
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEN HOANG
ReturnHeader/ReturnTs02022-05-06T11:00:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,046,673
Liabilities
$1
Net assets
$1,046,673
Revenue
$40,953
Expenses
$100,897
Net income
-$59,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.05$0.09$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.03$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.02$0.09$0.11
2019Summary only. Only limited summary data is available for this year.$1.21$0.00$1.22$0.00$1.22
Peer Organizations

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