Civic Intelligence

Helen Wardman Naselli Trust UW 2088469 FBO Helen Wardman Naselli

EIN 52-6239477 • Orlando, FL

Orlando, FL
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

7th percentile

-59%

Higher net margin than 7% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$58,961

Higher top officer pay than 41% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

25th percentile

-2.6%

Faster asset growth than 25% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,185,973

Down $29,895 (-0.5%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Up

$417,170

Up $333,917 (+401%) from 2022

Expenses

Down

$444,291

Down $118,837 (-21%) from 2022

Net Income

Up

-$27,121

Up $452,754 (+94%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,900,691Liabilities 2011: $02011Assets 2012: $6,871,882Liabilities 2012: $02012Assets 2013: $7,224,935Liabilities 2013: $02013Assets 2014: $7,341,828Liabilities 2014: $02014Assets 2015: $7,845,105Liabilities 2015: $02015Assets 2018: $6,932,056Liabilities 2018: $0Net Assets 2018: $6,932,0562018Assets 2019: $6,819,713Liabilities 2019: $0Net Assets 2019: $6,819,7132019Assets 2020: $6,477,415Liabilities 2020: $0Net Assets 2020: $6,477,4152020Assets 2021: $6,698,216Liabilities 2021: $12021Assets 2022: $6,215,868Liabilities 2022: $0Net Assets 2022: $6,215,8682022Assets 2023: $6,185,973Liabilities 2023: $12023

Highlighted filing

2023

Assets$6,185,973
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $544,446Expenses 2011: $386,403Net Income 2011: $158,0432011Revenue 2012: $337,034Expenses 2012: $364,517Net Income 2012: -$27,4832012Revenue 2013: $756,181Expenses 2013: $403,128Net Income 2013: $353,0532013Revenue 2014: $536,620Expenses 2014: $417,366Net Income 2014: $119,2542014Revenue 2015: $953,266Expenses 2015: $448,286Net Income 2015: $504,9802015Revenue 2018: $209,493Expenses 2018: $431,477Net Income 2018: -$221,9842018Revenue 2019: $303,661Expenses 2019: $418,716Net Income 2019: -$115,0552019Revenue 2020: $74,564Expenses 2020: $418,659Net Income 2020: -$344,0952020Revenue 2021: $658,758Expenses 2021: $437,287Net Income 2021: $221,4712021Revenue 2022: $83,253Expenses 2022: $563,128Net Income 2022: -$479,8752022Revenue 2023: $417,170Expenses 2023: $444,291Net Income 2023: -$27,1212023

Highlighted filing

2023

Revenue$417,170
Expenses$444,291
Net Income-$27,121
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$6,185,973
Liabilities
$1
Net assets
-
Revenue
$417,170
Expenses
$444,291
Net income
-$27,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.19$0.00$0.42$0.44$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.00$6.22$0.08$0.56$0.48
2021Summary only. Only limited summary data is available for this year.$6.70$0.00$0.66$0.44$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.00$6.48$0.07$0.42$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$0.00$6.82$0.30$0.42$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.93$0.00$6.93$0.21$0.43$0.22
2015Summary only. Only limited summary data is available for this year.$7.85$0.00$0.95$0.45$0.50
2014Summary only. Only limited summary data is available for this year.$7.34$0.00$0.54$0.42$0.12
2013Summary only. Only limited summary data is available for this year.$7.22$0.00$0.76$0.40$0.35
2012Summary only. Only limited summary data is available for this year.$6.87$0.00$0.34$0.36$0.03
2011Summary only. Only limited summary data is available for this year.$6.90$0.00$0.54$0.39$0.16
Latest Filing Detail
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Filing Period
Jan 1, 2023 to Dec 31, 2023

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