Civic Intelligence

Helen Stambaugh Charitable Fund

990PF • Fiscal year 2020 • EIN 45-6336031

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 742-7021

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

82nd percentile

36%

Higher net margin than 82% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$58,678

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

48th percentile

3.5%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-8.3%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Flat

$5,147,530

Flat from 2020

Net Assets

$5,147,530

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin82nd percentile

Revenue

Flat

$475,699

Flat from 2020

Expenses

Flat

$305,673

Flat from 2020

Net Income

Flat

$170,026

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2013: $4,838,390Liabilities 2013: $02013Assets 2014: $4,965,962Liabilities 2014: $02014Assets 2015: $5,042,653Liabilities 2015: $0Net Assets 2015: $5,042,6532015Assets 2016: $4,946,911Liabilities 2016: $68,925Net Assets 2016: $4,877,9862016Assets 2017: $4,494,269Liabilities 2017: $0Net Assets 2017: $4,494,2692017Assets 2018: $4,714,792Liabilities 2018: $0Net Assets 2018: $4,714,7922018Assets 2019: $4,975,508Liabilities 2019: $0Net Assets 2019: $4,975,5082019Assets 2020: $5,147,530Liabilities 2020: $0Net Assets 2020: $5,147,5302020Assets 2020: $5,147,530Liabilities 2020: $12020Assets 2021: $5,639,153Liabilities 2021: $12021Assets 2022: $5,628,307Liabilities 2022: $0Net Assets 2022: $5,628,3072022Assets 2023: $5,533,841Liabilities 2023: $12023Assets 2024: $5,675,653Liabilities 2024: $0Net Assets 2024: $5,675,6532024

Highlighted filing

2020

Assets$5,147,530
Liabilities$0
Net Assets$5,147,530
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $4,951,624Expenses 2013: $113,234Net Income 2013: $4,838,3902013Revenue 2014: $368,637Expenses 2014: $241,789Net Income 2014: $126,8482014Revenue 2015: $374,075Expenses 2015: $309,113Net Income 2015: $64,9622015Revenue 2016: $159,649Expenses 2016: $329,282Net Income 2016: -$169,6332016Revenue 2017: $210,294Expenses 2017: $595,238Net Income 2017: -$384,9442017Revenue 2018: $811,745Expenses 2018: $591,968Net Income 2018: $219,7772018Revenue 2019: $518,584Expenses 2019: $247,777Net Income 2019: $270,8072019Revenue 2020: $475,699Expenses 2020: $305,673Net Income 2020: $170,0262020Revenue 2020: $475,699Expenses 2020: $305,673Net Income 2020: $170,0262020Revenue 2021: $821,774Expenses 2021: $309,815Net Income 2021: $511,9592021Revenue 2022: $369,343Expenses 2022: $400,953Net Income 2022: -$31,6102022Revenue 2023: $195,196Expenses 2023: $289,835Net Income 2023: -$94,6392023Revenue 2024: $589,978Expenses 2024: $447,721Net Income 2024: $142,2572024

Highlighted filing

2020

Revenue$475,699
Expenses$305,673
Net Income$170,026
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$58,678-$58,678
Filing and Contact Details

Filer

Filer Name
Helen Stambaugh Charitable Fund
EIN
45-6336031
Phone
3307427021
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3307427021
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT ST 47TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence F Mcguire
Phone
4123556000
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CROWN CASTLE INTL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DOW INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39NUCOR CORP W/1 RT/SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ROCKWELL AUTOMATION, INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SEMPRA ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNITEDHEALTH GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10274340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104701094104 PARKER-HANNIFIN CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12209247X101 BLACKROCK INC
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0112789
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0362910
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0475699
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0475699
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0362910
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt029339
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt029339
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt058678
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0234464
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0234464
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0112239
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0112789
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0170026
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02982824
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0362910
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0445214
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0264003
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029935
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0305673
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0475149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0475699
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029539
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029935
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt071209
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-10-05

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Filings

Displayed year

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

Open filing
Assets
$5,147,530
Liabilities
$0
Net assets
$5,147,530
Revenue
$475,699
Expenses
$305,673
Net income
$170,026
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$0.59$0.45$0.14
2023Summary only. Only limited summary data is available for this year.$5.53$0.00$0.20$0.29$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$0.37$0.40$0.03
2021Summary only. Only limited summary data is available for this year.$5.64$0.00$0.82$0.31$0.51
2020Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.48$0.31$0.17
2020Summary only. Only limited summary data is available for this year.$5.15$0.00$0.48$0.31$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.52$0.25$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.81$0.59$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.49$0.00$4.49$0.21$0.60$0.38
2016Detailed filing. Detailed filing data is available for this year.$4.95$0.07$4.88$0.16$0.33$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.37$0.31$0.06
2014Summary only. Only limited summary data is available for this year.$4.97$0.00$0.37$0.24$0.13
2013Summary only. Only limited summary data is available for this year.$4.84$0.00$4.95$0.11$4.84