Civic Intelligence

Helen M Nelson Charitable Trust

EIN 41-6526908 • Mobile, AL

267 Houston StMobile, AL 36606
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

29th percentile

-5.6%

Higher net margin than 29% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$9,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

32%

Faster revenue growth than 71% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,476,662

Up $8,526 (+0.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$1,476,662

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin29th percentile

Revenue

Up

$95,435

Up $22,963 (+32%) from 2023

Expenses

Up

$100,767

Up $9,606 (+11%) from 2023

Net Income

Up

-$5,332

Up $13,357 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$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

2024

Assets$1,476,662
Liabilities$0
Net Assets$1,476,662
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$95,435
Expenses$100,767
Net Income-$5,332
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,476,662
Liabilities
$0
Net assets
$1,476,662
Revenue
$95,435
Expenses
$100,767
Net income
-$5,332
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.10$0.10$0.01
2023Summary only. Only limited summary data is available for this year.$1.47$0.00$0.07$0.09$0.02
2022Summary only. Only limited summary data is available for this year.$1.46$0.00$0.07$0.06$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.01$1.44$0.07$0.06$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.08$1.40$0.09$0.09$0.00
2019Summary only. Only limited summary data is available for this year.$1.45$0.05$0.07$0.07$0.00
2015Summary only. Only limited summary data is available for this year.$1.44$0.07$0.10$0.09$0.01
2014Summary only. Only limited summary data is available for this year.$1.42$0.05$0.07$0.07$0.00
2013Summary only. Only limited summary data is available for this year.$1.43$0.06$0.08$0.08$0.00
2012Summary only. Only limited summary data is available for this year.$1.41$0.05$0.25$0.06$0.20
2011Summary only. Only limited summary data is available for this year.$1.22$0.05$0.14$0.01$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 28, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D LANGANTrusteePT$9,000-$9,000
Filing and Contact Details

Filer

Filer Name
Helen M Nelson Charitable Trust
EIN
41-6526908
Phone
2514785203
Address
267 HOUSTON ST, MOBILE, AL 36606

Signing Officer

Name
Michael D Langan
Title
Trustee
Phone
2514785302
Signed
2025-08-28
Discuss with paid preparer
Yes

Preparer

Firm
T Greg Nonnenmacher Jr LLC
Address
10 W MIDTOWN PARK STE B, MOBILE, AL 36606
Preparer
T Gregory Nonnenmacher
Phone
2514765092
Raw XML Appendix348 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0946
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12013-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MORTGAGE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1MORTGAGE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt057000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt132137
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt059000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt132137
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt02000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0KINDER MORGAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1SOUTHERN CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2SOUTHERN COPPER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3VERIZON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4VERIZON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt021754
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt122742
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt223754
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt322962
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt426212
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt021759
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt121964
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt222604
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt322106
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt424809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt417419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt620505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt911247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1026433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1137978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2176988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt424314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt619800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt820298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt97998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1025926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1165949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0LUMEN TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1WARNER BROTHERS DOSCOVERY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3TERADATA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6FORD MOTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8REGIONS FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11IBM
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt064203
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt063765
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt064360
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND HELD FOR INVESTMENT
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt064360
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt064360
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt091992
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt02000
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0443
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt01000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt093435
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02000
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt095435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0946
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt086774
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt086774
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt089740
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt091992
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5332
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt091137
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0443
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0443
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0855
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt082183
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02237
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt095774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0100767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt091183
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt095435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013993
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5332
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013858
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01476662
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01468136
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01476662
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt075749
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt075749
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt075749
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt076891
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01142
IRS990PF/DistributableAmountGrp/TotalTaxAmt01142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03415
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03415
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04557
IRS990PF/FMVAssetsEOYAmt01621170
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt040598
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt068679
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt068679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt044496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0117424
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0113242
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0212974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0212974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0362102
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt064360
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt064360
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt064360
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt064360
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0969385
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0888849
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0888849
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01468136
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01476662
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt072120
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt060173
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt060173
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01468136
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01476662
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01621170
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01468136
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01476662
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01468136
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01476662
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt064203
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt064203
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt063765
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01561241
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0140433
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0490943
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023419
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0929865
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt076891
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01537822
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01561241
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL D LANGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0267 HOUSTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd036606
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt095774
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt095774
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL D LANGAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0267 HOUSTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOBILE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036606
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02514785203
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04339
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14339
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt217355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt317355
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt421693
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt521693
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS FOR THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIPS FOR THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PREVENT CHILD ABUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT ABUSED SPOUSES & KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY OF SOUTH WEST ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF SOUTH ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3EXCHANGE CLUB FAMILY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PENELOPE HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm09518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0216 ST FRANCIS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24000 DAUPHIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3308 GAILLARD DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4601 BEL AIR BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 9127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MOBILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd236608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd336608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd436606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd536691
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt086774
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt075749
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016773
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt075749
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03252
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03252
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt095774
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03252
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03252
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016773
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LEGAL NOTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0205
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013858
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt02237
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL D LANGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514785302
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN M NELSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0416526908
ReturnHeader/Filer/PhoneNum02514785203
ReturnHeader/Filer/USAddress/AddressLine1Txt0267 HOUSTON ST
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036606
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461541517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0T GREG NONNENMACHER JR LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 W MIDTOWN PARK STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036606
ReturnHeader/PreparerPersonGrp/PhoneNum02514765092
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T GREGORY NONNENMACHER
ReturnHeader/ReturnTs02025-08-28T16:32:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.