Civic Intelligence

Williams G & Mary Jane Helms Charitable Foundation

990PF • Fiscal year 2014 • EIN 51-6532661

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

600 Vine StreetRoom/Suite 2650Cincinnati, OH 45202

(513) 381-9200

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

60th percentile

$11,106

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Flat

$813,826

Flat from 2014

Net Assets

$813,826

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue

Flat

$102,125

Flat from 2014

Expenses

Flat

$73,896

Flat from 2014

Net Income

Flat

$28,229

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $830,350Liabilities 2011: $0Net Assets 2011: $830,3502011Assets 2012: $771,921Liabilities 2012: $0Net Assets 2012: $771,9212012Assets 2013: $785,637Liabilities 2013: $0Net Assets 2013: $785,6372013Assets 2014: $813,826Liabilities 2014: $0Net Assets 2014: $813,8262014Assets 2014: $813,826Liabilities 2014: $12014Assets 2015: $767,350Liabilities 2015: $12015Assets 2016: $766,896Liabilities 2016: $0Net Assets 2016: $766,8962016Assets 2018: $805,644Liabilities 2018: $0Net Assets 2018: $805,6442018Assets 2019: $785,318Liabilities 2019: $0Net Assets 2019: $785,3182019Assets 2020: $857,770Liabilities 2020: $0Net Assets 2020: $857,7702020Assets 2021: $834,331Liabilities 2021: $0Net Assets 2021: $834,3312021Assets 2022: $809,249Liabilities 2022: $0Net Assets 2022: $809,2492022Assets 2023: $821,788Liabilities 2023: $12023Assets 2024: $873,933Liabilities 2024: $0Net Assets 2024: $873,9332024

Highlighted filing

2014

Assets$813,826
Liabilities$0
Net Assets$813,826

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $62,1862011Expenses 2012: $62,6572012Revenue 2013: $74,893Expenses 2013: $61,179Net Income 2013: $13,7142013Revenue 2014: $102,125Expenses 2014: $73,896Net Income 2014: $28,2292014Revenue 2014: $102,125Expenses 2014: $73,896Net Income 2014: $28,2292014Revenue 2015: $29,624Expenses 2015: $76,100Net Income 2015: -$46,4762015Revenue 2016: $74,484Expenses 2016: $75,300Net Income 2016: -$8162016Revenue 2018: $125,473Expenses 2018: $85,787Net Income 2018: $39,6862018Revenue 2019: $40,253Expenses 2019: $60,548Net Income 2019: -$20,2952019Revenue 2020: $179,944Expenses 2020: $103,140Net Income 2020: $76,8042020Revenue 2021: $56,030Expenses 2021: $75,013Net Income 2021: -$18,9832021Revenue 2022: $42,427Expenses 2022: $64,898Net Income 2022: -$22,4712022Revenue 2023: $71,837Expenses 2023: $59,757Net Income 2023: $12,0802023Revenue 2024: $155,882Expenses 2024: $102,360Net Income 2024: $53,5222024

Highlighted filing

2014

Revenue$102,125
Expenses$73,896
Net Income$28,229
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD A WEAKLEY JRTrustee-$11,106-$11,106
Filing and Contact Details

Filer

Filer Name
William G & Jane Helms Charitable
EIN
51-6532661
Phone
5133819200
Address
600 VINE STREET, ROOM/SUITE 2650, CINCINNATI, OH 45202

Signing Officer

Name
Leonard a Weakley Jr
Title
Trustee
Phone
5133819200
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Midwest CPA LLC
Address
4555 LAKE FOREST DR STE 410, BLUE ASH, OH 45242-3760
Preparer
Jeffrey Tate
Phone
5135882830
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt076153
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt028229
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt095
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt055
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0813921
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0785637
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0813826
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt053719
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt053719
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt053719
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt055405
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01686
IRS990PF/DistributableAmountGrp/TotalTaxAmt01686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01686
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01713
IRS990PF/FMVAssetsEOYAmt01168812
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0785637
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0813826
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt042660
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt038669
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt038669
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0101496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0116166
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0119218
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0513724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0493740
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0837809
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0127757
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0165251
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0173116
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0785637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0813826
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01168812
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0785637
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0813826
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0785637
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0813826
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01124972
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0176154
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0821698
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016875
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0127120
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt055405
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01108097
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01124972
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt011106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LEONARD A WEAKLEY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045202
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt058362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt059205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt043713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt044953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt048322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt052915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt057079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.067596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01108097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01054630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0965310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0923833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0954672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0844414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt054701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263346
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt054701
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt054701
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt054701
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LEONARD A WEAKLEY JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05133819200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LEONAD A WEAKLEY JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05133819200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4294
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92975
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10700

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$1.56$1.02$0.54
2023Summary only. Only limited summary data is available for this year.$8.22$0.00$0.72$0.60$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.09$0.00$8.09$0.42$0.65$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$0.00$8.34$0.56$0.75$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.58$0.00$8.58$1.80$1.03$0.77
2019Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.40$0.61$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.06$0.00$8.06$1.25$0.86$0.40
2016Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.74$0.75$0.01
2015Summary only. Only limited summary data is available for this year.$7.67$0.00$0.30$0.76$0.46
2014Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$1.02$0.74$0.28
2014Summary only. Only limited summary data is available for this year.$8.14$0.00$1.02$0.74$0.28
2013Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.75$0.61$0.14
2012Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.63
2011Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.62