Civic Intelligence

Helen M Nelson Charitable Trust

990PF • Fiscal year 2014 • EIN 41-6526908

Jan 01, 2014 to Dec 31, 2014

Mobile, AL
Siviq Scores

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

Liabilities / Assets

49th percentile

0.04x

Higher debt load relative to assets than 49% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.73x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

41st percentile

0.3%

Higher net margin than 41% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

38th percentile

-0.6%

Faster asset growth than 38% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-6.3%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$1,421,462

Down $9,291 (-0.6%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Down

$52,936

Down $10,673 (-17%) from 2013

Revenue

Down

$72,563

Down $4,876 (-6.3%) from 2013

Expenses

Down

$72,313

Down $4,826 (-6.3%) from 2013

Net Income

Down

$250

Down $50 (-17%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,216,239Liabilities 2011: $46,5482011Assets 2012: $1,412,929Liabilities 2012: $46,4402012Assets 2013: $1,430,753Liabilities 2013: $63,6092013Assets 2014: $1,421,462Liabilities 2014: $52,9362014Assets 2015: $1,439,722Liabilities 2015: $69,0632015Assets 2019: $1,449,206Liabilities 2019: $50,0002019Assets 2020: $1,479,370Liabilities 2020: $79,536Net Assets 2020: $1,399,8342020Assets 2021: $1,450,524Liabilities 2021: $7,590Net Assets 2021: $1,442,9342021Assets 2022: $1,456,681Liabilities 2022: $12022Assets 2023: $1,468,136Liabilities 2023: $12023Assets 2024: $1,476,662Liabilities 2024: $0Net Assets 2024: $1,476,6622024

Highlighted filing

2014

Assets$1,421,462
Liabilities$52,936
Net Assets-

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $136,032Expenses 2011: $10,576Net Income 2011: $125,4562011Revenue 2012: $254,848Expenses 2012: $58,962Net Income 2012: $195,8862012Revenue 2013: $77,439Expenses 2013: $77,139Net Income 2013: $3002013Revenue 2014: $72,563Expenses 2014: $72,313Net Income 2014: $2502014Revenue 2015: $98,514Expenses 2015: $89,181Net Income 2015: $9,3332015Revenue 2019: $65,379Expenses 2019: $69,098Net Income 2019: -$3,7192019Revenue 2020: $93,565Expenses 2020: $94,367Net Income 2020: -$8022020Revenue 2021: $73,774Expenses 2021: $59,425Net Income 2021: $14,3492021Revenue 2022: $66,926Expenses 2022: $59,642Net Income 2022: $7,2842022Revenue 2023: $72,472Expenses 2023: $91,161Net Income 2023: -$18,6892023Revenue 2024: $95,435Expenses 2024: $100,767Net Income 2024: -$5,3322024

Highlighted filing

2014

Revenue$72,563
Expenses$72,313
Net Income$250
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jan 1, 2014 to Dec 31, 2014

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