Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Erik R Heldt Memorial Fund
EIN 43-2084717 • 501(c)3 • Hermann, MO
Profile
Provide scholarships annually
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
42nd percentile
Higher net margin than 42% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
53rd percentile
Faster asset growth than 53% of similar nonprofits.
Revenue Growth
81st percentile
Faster revenue growth than 81% of similar nonprofits.
Balance Sheet
Assets
Down$72,538
Down $219 (-0.3%) from 2014
Liabilities
Flat$0
Flat from 2014
Net Assets
-
No earlier filing loaded for comparison.
Revenue
Up$16,159
Up $4,495 (+39%) from 2014
Expenses
Down$16,378
Down $5 (-0.0%) from 2014
Net Income
Up-$219
Up $4,500 (+95%) from 2014
Trend Graphs
Filings
Most recent year
2015 • Form 990EZSummary only. Only limited summary data is available for this year.
- Assets
- $72,538
- Liabilities
- $0
- Net assets
- -
- Revenue
- $16,159
- Expenses
- $16,378
- Net income
- -$219
Latest Detailed Filing
The latest 2015 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- May 7, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $30,084
Mission and Program Overview
Mission
Provide scholarships annually
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 8 - 2000 SCHOLARSHIPS GIVEN IN 2014 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| GARY HELDT | Director | - | $0 | - | - |
| PATTY HELDT | Director | - | $0 | - | - |
| CRYSTAL HELDT | Director | - | $0 | - | - |
| CRAIG KICKER | Director | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Gulf Tournam | - | - | - | - |
Filing and Contact Details
Filer
- Filer Name
- Erik R Heldt Memorial Fund
- EIN
- 43-2084717
- Address
- 1097 HWY 94, HERMANN, MO 65041
Signing Officer
- Name
- Gary Heldt
- Title
- Director
- Phone
- 5732364439
- Signed
- 2015-05-07
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Thomas J Metcalf CPA
- Address
- 301 E MAIN ST, UNION, MO 63084
- Preparer
- Thomas J Metcalf
- Phone
- 6365847011
Supplemental Narrative
Additional Explanations
List of grants and similar amounts paid Part I line 10
“Activity SCHOLARSHIP Grantee HAYLEY MEGAN STIERS Street 2342 HIGHWAY 100 City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee KINDRA JOY BURWELL Street 657 BLUFFTON RD City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee KARINNE MARIE LANE Street 1473 CEDAR RIDGE DR City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee CRAIG MATTHEW WINKELMANN Street P O BOX 441 City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee KALI GERISE STIERS Street 1938 SPRINGBLUFF DRIVE City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHLORSHIP Grantee GRANT HUNTER RUEDIGER Street 422 WEST NINTH STREET City, State, Zip Hermann, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee COLLIN JOE HART Street 2371 HIGHWAY 100 City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee EMILIE GRACE DIEBAL Street 224 EAST 14TH ST City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000”
Description of other expenses Part I line 16
“Description AmountBANK FEES 33PROFESSIONAL FEES 350”
Raw XML Appendix165 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | GARY HELDT |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | PATTY HELDT |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | CRYSTAL HELDT |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | CRAIG KICKER |
| CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt | 0 | NO COMPENSATION |
| CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt | 1 | NO COMPENSATION |
| CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt | 2 | NO COMPENSATION |
| CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt | 3 | NO COMPENSATION |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | GARY HELDT |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5732364439 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1097 HWY 94 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | HERMANN |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 65041 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 77476 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 72757 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -4719 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 77476 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 72757 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 29890 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 16000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 30084 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 194 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 77476 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 72757 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 77476 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 72757 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | GARY HELDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | PATTY HELDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CRYSTAL HELDT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CRAIG KICKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 383 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE SCHOLARSHIPS ANNUALLY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 8 - 2000 SCHOLARSHIPS GIVEN IN 2014 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 18420 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 11470 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 16383 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 11664 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 50 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 380 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 730 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 1160 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 194 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 267 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 372 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 702 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1100 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 2635 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 29890 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 34273 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 33064 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 30560 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 27046 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 154833 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 194 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 267 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 372 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 702 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 1100 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 2635 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.02000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.03000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.98340 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.97000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 155993 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 29890 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 34323 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 33064 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 30940 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 27776 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 155993 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 30084 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 34590 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 33436 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 31642 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 28876 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 158628 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GULF TOURNAM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity SCHOLARSHIP Grantee HAYLEY MEGAN STIERS Street 2342 HIGHWAY 100 City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee KINDRA JOY BURWELL Street 657 BLUFFTON RD City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee KARINNE MARIE LANE Street 1473 CEDAR RIDGE DR City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee CRAIG MATTHEW WINKELMANN Street P O BOX 441 City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee KALI GERISE STIERS Street 1938 SPRINGBLUFF DRIVE City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000Activity SCHLORSHIP Grantee GRANT HUNTER RUEDIGER Street 422 WEST NINTH STREET City, State, Zip Hermann, MO 65041Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee COLLIN JOE HART Street 2371 HIGHWAY 100 City, State, Zip RHINELAND, MO 65069Relationship NONE Amount 2,000Activity SCHOLARSHIP Grantee EMILIE GRACE DIEBAL Street 224 EAST 14TH ST City, State, Zip HERMANN, MO 65041Relationship NONE Amount 2,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountBANK FEES 33PROFESSIONAL FEES 350 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GARY HELDT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5732364439 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-05-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ERIK R HELDT MEMORIAL FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ERIK |
| ReturnHeader/Filer/EIN | 0 | 432084717 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1097 HWY 94 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HERMANN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 65041 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 431016920 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | THOMAS J METCALF CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 301 E MAIN ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | UNION |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 63084 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6365847011 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-05-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | THOMAS J METCALF |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-05-15T13:55:07-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.