Civic Intelligence

Helen M Nelson Charitable Trust

990PF • Fiscal year 2015 • EIN 41-6526908

Jan 01, 2015 to Dec 31, 2015

Mobile, AL
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.05x

Higher debt load relative to assets than 52% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.70x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

64th percentile

9.5%

Higher net margin than 64% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

55th percentile

1.3%

Faster asset growth than 55% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

36%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,439,722

Up $18,260 (+1.3%) from 2014

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$69,063

Up $16,127 (+30%) from 2014

Revenue

Up

$98,514

Up $25,951 (+36%) from 2014

Expenses

Up

$89,181

Up $16,868 (+23%) from 2014

Net Income

Up

$9,333

Up $9,083 (+3633%) from 2014

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

2015

Assets$1,439,722
Liabilities$69,063
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

2015

Revenue$98,514
Expenses$89,181
Net Income$9,333
Filing Detail Status

This 2015 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 Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $1M-$5M nonprofits