Civic Intelligence

Tinsley Helton Charitable Tr

EIN 39-6728303 • Milwaukee, WI

111 E Kilbourn Ave 1400Milwaukee, WI 53202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

1679%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$5,409

Higher top officer pay than 86% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-13%

Faster asset growth than 36% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$315,083

Down $47,696 (-13%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$315,083

Down $47,696 (-13%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,766

Down $39,293 (-108%) from 2023

Expenses

Down

$43,664

Down $5,394 (-11%) from 2023

Net Income

Down

-$46,430

Down $33,899 (-271%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $525,578Liabilities 2011: $02011Assets 2012: $490,414Liabilities 2012: $02012Assets 2013: $457,034Liabilities 2013: $02013Assets 2014: $432,467Liabilities 2014: $02014Assets 2015: $415,858Liabilities 2015: $02015Assets 2019: $434,387Liabilities 2019: $02019Assets 2020: $434,235Liabilities 2020: $1Net Assets 2020: $434,2352020Assets 2021: $402,710Liabilities 2021: $1Net Assets 2021: $402,7102021Assets 2022: $375,365Liabilities 2022: $1Net Assets 2022: $375,3652022Assets 2023: $362,779Liabilities 2023: $1Net Assets 2023: $362,7792023Assets 2024: $315,083Liabilities 2024: $0Net Assets 2024: $315,0832024

Highlighted filing

2024

Assets$315,083
Liabilities$0
Net Assets$315,083
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $19,986Expenses 2011: $58,622Net Income 2011: -$38,6362011Revenue 2012: $20,404Expenses 2012: $54,765Net Income 2012: -$34,3612012Revenue 2013: $18,769Expenses 2013: $51,731Net Income 2013: -$32,9622013Revenue 2014: $23,806Expenses 2014: $48,374Net Income 2014: -$24,5682014Revenue 2015: $30,369Expenses 2015: $46,960Net Income 2015: -$16,5912015Revenue 2019: $88,941Expenses 2019: $50,489Net Income 2019: $38,4522019Revenue 2020: $51,208Expenses 2020: $52,298Net Income 2020: -$1,0902020Revenue 2021: $19,550Expenses 2021: $51,076Net Income 2021: -$31,5262021Revenue 2022: $20,108Expenses 2022: $47,452Net Income 2022: -$27,3442022Revenue 2023: $36,527Expenses 2023: $49,058Net Income 2023: -$12,5312023Revenue 2024: -$2,766Expenses 2024: $43,664Net Income 2024: -$46,4302024

Highlighted filing

2024

Revenue-$2,766
Expenses$43,664
Net Income-$46,430
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$315,083
Liabilities
$0
Net assets
$315,083
Revenue
-$2,766
Expenses
$43,664
Net income
-$46,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.03$0.44$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.37$0.49$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.20$0.47$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.00$4.03$0.20$0.51$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$0.51$0.52$0.01
2019Summary only. Only limited summary data is available for this year.$4.34$0.00$0.89$0.50$0.38
2015Summary only. Only limited summary data is available for this year.$4.16$0.00$0.30$0.47$0.17
2014Summary only. Only limited summary data is available for this year.$4.32$0.00$0.24$0.48$0.25
2013Summary only. Only limited summary data is available for this year.$4.57$0.00$0.19$0.52$0.33
2012Summary only. Only limited summary data is available for this year.$4.90$0.00$0.20$0.55$0.34
2011Summary only. Only limited summary data is available for this year.$5.26$0.00$0.20$0.59$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLEN M SALOMONTrusteePT$5,409-$5,409
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUWM FOUNDATION MILWAUKEEDISSERTATION FELLOWSHIP501(C)(3)MILWAUKEE, WI, US$19,376
Paid GrantBEREA COLLEGEEDUCATIONAL PURPOSES501(C)(3)BEREA, KY, US$8,806
Paid GrantMILWAUKEE CHAMBER THEATRETHEATER EXPENSES501(C)(3)MILWAUKEE, WI, US$8,806
Filing and Contact Details

Filer

Filer Name
Tinsley Helton Charitable Trust
EIN
39-6728303
Phone
4142251407
Address
111 E KILBOURN AVE 1400, MILWAUKEE, WI 53202

Signing Officer

Name
Allen M Salomon
Title
Trustee
Phone
4142251407
Signed
2025-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Amundsen Davis LLC
Address
111 EAST KILBOURN AVE SUITE 1400, MILWAUKEE, WI 53202
Preparer
Allen M Salomon
Phone
4142760200
Raw XML Appendix352 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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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALLEN M SALOMON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 E KILBOURN AVE 1400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142251407
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08806
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18806
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt219376
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1THEATER EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DISSERTATION FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BEREA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MILWAUKEE CHAMBER THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UWM FOUNDATION MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CPO 2216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1158 N BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23320 E KENWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BEREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036988
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/AppliedToCurrentYearAmt019006
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024543
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017961
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt099317
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024543
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021334
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017497
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017961
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036988
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017982
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0115853
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt097871
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01296
OtherDecreasesSchedule/OtherDecreasesDetail/Amt116
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT - NJ ECON DEV
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENT - BROOKFIELD FINANCE
OtherIncreasesSchedule/OtherIncreasesDetail/Amt046
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02024 DIVIDENDS REPORTED 2023, 2025
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0246
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0246
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN M SALOMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142251407
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TINSLEY HELTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TINS
ReturnHeader/Filer/EIN0396728303
ReturnHeader/Filer/PhoneNum04142251407
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 E KILBOURN AVE 1400
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364189382
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMUNDSEN DAVIS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 EAST KILBOURN AVE SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142760200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLEN M SALOMON
ReturnHeader/ReturnTs02025-10-08T15:15:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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