Civic Intelligence

Helen Stambaugh Charitable Fund

990PF • Fiscal year 2023 • EIN 45-6336031

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

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

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

13th percentile

-48%

Higher net margin than 13% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

41st percentile

$59,344

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

30th percentile

-1.7%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$5,533,841

Flat from 2023

Net Assets

$5,533,841

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin13th percentile

Revenue

Flat

$195,196

Flat from 2023

Expenses

Flat

$289,835

Flat from 2023

Net Income

Flat

-$94,639

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th 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: $12020Assets 2021: $5,639,153Liabilities 2021: $12021Assets 2022: $5,628,307Liabilities 2022: $0Net Assets 2022: $5,628,3072022Assets 2023: $5,533,841Liabilities 2023: $0Net Assets 2023: $5,533,8412023Assets 2023: $5,533,841Liabilities 2023: $12023Assets 2024: $5,675,653Liabilities 2024: $0Net Assets 2024: $5,675,6532024

Highlighted filing

2023

Assets$5,533,841
Liabilities$0
Net Assets$5,533,841
Open 2023 Filing

Operations Trend

Revenue Growth10th 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 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 2023: $195,196Expenses 2023: $289,835Net Income 2023: -$94,6392023Revenue 2024: $589,978Expenses 2024: $447,721Net Income 2024: $142,2572024

Highlighted filing

2023

Revenue$195,196
Expenses$289,835
Net Income-$94,639
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$59,344-$59,344
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
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
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/StockNm102369604301 GENERAL ELEC CO
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt029672
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt059344
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0227734
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0227734
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0143013
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0143154
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-94639
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02995944
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0162509
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01567
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,533,841
Liabilities
$0
Net assets
$5,533,841
Revenue
$195,196
Expenses
$289,835
Net income
-$94,639
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
2023Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.20$0.29$0.09
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
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