Civic Intelligence

Helen M Nelson Charitable Trust

990PF • Fiscal year 2021 • EIN 41-6526908

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

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

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.10x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

58th percentile

19%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

21st percentile

-1.9%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$1,450,524

Down $28,846 (-1.9%) from 2020

Net Assets

Up

$1,442,934

Up $43,100 (+3.1%) from 2020

Liabilities

Down

$7,590

Down $71,946 (-90%) from 2020

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin58th percentile

Revenue

Down

$73,774

Down $19,791 (-21%) from 2020

Expenses

Down

$59,425

Down $34,942 (-37%) from 2020

Net Income

Up

$14,349

Up $15,151 (+1889%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2021

Assets$1,450,524
Liabilities$7,590
Net Assets$1,442,934
Open 2021 Filing

Operations Trend

Revenue Growth14th 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

2021

Revenue$73,774
Expenses$59,425
Net Income$14,349
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D LANGANTrustee-$0--
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
2022-11-14
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 Appendix339 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/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
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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/TotalGrantOrContriPdDurYrAmt044830
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/AppliedToCurrentYearAmt044830
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt024381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012748
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt024381
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044830
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024381
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07590
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LEGAL NOTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016
OtherIncreasesSchedule/OtherIncreasesDetail/Amt028751
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OVERACCRUAL OF PRIOR YEAR GRANTS PAYABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09000
TaxesSchedule/TaxesDetail/Amt04095
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/Amt2814
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PROPERTY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04095
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2814
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL D LANGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514785302
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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/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/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T GREGORY NONNENMACHER
ReturnHeader/ReturnTs02022-11-14T14:16:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LANGAN
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
$1,450,524
Liabilities
$7,590
Net assets
$1,442,934
Revenue
$73,774
Expenses
$59,425
Net income
$14,349
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
2021Detailed filing. Detailed filing data is available for this year.$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