Civic Intelligence

Helen M Nelson Charitable Trust

990PF • Fiscal year 2020 • EIN 41-6526908

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

Organization Profile
267 Houston StMobile, AL 36606

(251) 478-5203

Siviq Scores

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

Liabilities / Assets

55th percentile

0.05x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.85x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

38th percentile

-0.9%

Higher net margin than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$11,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

46th percentile

2.1%

Faster asset growth than 46% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

43%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$1,479,370

Up $30,164 (+2.1%) from 2019

Net Assets

$1,399,834

No earlier filing loaded for comparison.

Liabilities

Up

$79,536

Up $29,536 (+59%) from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin38th percentile

Revenue

Up

$93,565

Up $28,186 (+43%) from 2019

Expenses

Up

$94,367

Up $25,269 (+37%) from 2019

Net Income

Up

-$802

Up $2,917 (+78%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2020

Assets$1,479,370
Liabilities$79,536
Net Assets$1,399,834
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

2020

Revenue$93,565
Expenses$94,367
Net Income-$802
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D LANGANTrustee-$11,000-$11,000
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
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Nonnenmacher & Clark LLC
Address
10 W MIDTOWN PARK, MOBILE, AL 36606
Preparer
T Gregory Nonnenmacher
Phone
2514765092
Raw XML Appendix346 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/AdjustedNetIncomeAmt01000
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt417419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt626268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt720505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt99331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1011247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2132075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt435720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt614056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt717580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt811504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt913912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1011750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0LUMEN TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1REGIONS FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3TERADATA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FORD MOTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9REGIONS FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ROYAL DUTCH SHELL
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt048987
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt053498
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt089610
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt089610
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt089610
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt090463
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01602
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt01500
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt093565
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt093565
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt080340
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt080340
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt090463
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt090463
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-802
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01602
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt078818
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt01194
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01194
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01194
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt013209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt082549
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt094367
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt092027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt093565
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt013209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014027
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-802
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01432
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01399834
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01399204
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01399834
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt072241
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt072241
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt072241
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt073337
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01096
IRS990PF/DistributableAmountGrp/TotalTaxAmt01096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0818
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0281
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0818
IRS990PF/FMVAssetsEOYAmt01567435
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01399204
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01399834
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt067524
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt067524
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt060000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0144849
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0177604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0261158
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt079536
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt089610
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt089610
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt089610
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt089610
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0998455
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0867553
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0867553
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0107303
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0228092
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0228092
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01449204
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01479370
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01567435
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt079536
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01449204
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01479370
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01399204
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01399834
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt048987
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt048987
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt053498
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01489071
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0146394
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0278396
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022336
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01064281
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt073337
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01466735
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01489071
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt011000
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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt082549
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt082549
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt082549
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/Amt04017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt216068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt316068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt520085
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/BusinessNameLine1Txt2SPRING HILL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF SOUTH ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EXCHANGE CLUB FAMILY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PENELOPE 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/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/TotalGrantOrContriPdDurYrAmt080340
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/AppliedToCurrentYearAmt072241
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072241
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012748
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024381
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01325
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012748
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt082549
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010308
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030823
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020515
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LEGAL NOTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01432
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCOUNTING ADJUSTMENT
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0116
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt11078
TaxesSchedule/TaxesDetail/Amt0818
TaxesSchedule/TaxesDetail/Amt1116
TaxesSchedule/TaxesDetail/Amt21078
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0116
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11078
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0116
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11078
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL D LANGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514785302
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
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/PreparerFirmGrp/PreparerFirmEIN0461541517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NONNENMACHER & CLARK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 W MIDTOWN PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036606
ReturnHeader/PreparerPersonGrp/PhoneNum02514765092
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T GREGORY NONNENMACHER
ReturnHeader/ReturnTs02021-05-15T16:33:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LANGAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,479,370
Liabilities
$79,536
Net assets
$1,399,834
Revenue
$93,565
Expenses
$94,367
Net income
-$802
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
2020Detailed filing. Detailed filing data is available for this year.$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