Civic Intelligence

Helmer & Sons Inc Veba

990 • Fiscal year 2013 • EIN 68-0443416

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

PO Box 86894508

(707) 965-2425

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Net Margin

46th percentile

-0.7%

Higher net margin than 46% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

Asset Growth

41st percentile

-3.9%

Faster asset growth than 41% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

43rd percentile

-5.2%

Faster revenue growth than 43% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$69,942

Down $2,875 (-3.9%) from 2012

Net Assets

Down

$69,942

Down $2,875 (-3.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$419,462

Down $23,103 (-5.2%) from 2012

Expenses

Down

$422,337

Down $25,017 (-5.6%) from 2012

Net Income

Up

-$2,875

Up $1,914 (+40%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $224,844Liabilities 2010: $0Net Assets 2010: $224,8442010Assets 2011: $77,606Liabilities 2011: $0Net Assets 2011: $77,6062011Assets 2012: $72,817Liabilities 2012: $0Net Assets 2012: $72,8172012Assets 2013: $69,942Liabilities 2013: $0Net Assets 2013: $69,9422013Assets 2014: $71,590Liabilities 2014: $0Net Assets 2014: $71,5902014Assets 2015: $32,657Liabilities 2015: $0Net Assets 2015: $32,6572015Assets 2016: $71,384Liabilities 2016: $0Net Assets 2016: $71,3842016Assets 2017: $43,153Liabilities 2017: $0Net Assets 2017: $43,1532017Assets 2018: $1,171Liabilities 2018: $0Net Assets 2018: $1,1712018Assets 2019: $13,601Liabilities 2019: $0Net Assets 2019: $13,6012019Assets 2020: $10,135Liabilities 2020: $0Net Assets 2020: $10,1352020Assets 2021: $1,944Liabilities 2021: $0Net Assets 2021: $1,9442021Assets 2022: $23,061Liabilities 2022: $0Net Assets 2022: $23,0612022

Highlighted filing

2013

Assets$69,942
Liabilities$0
Net Assets$69,942

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $675,1122010Expenses 2011: $573,9002011Revenue 2012: $442,565Expenses 2012: $447,354Net Income 2012: -$4,7892012Revenue 2013: $419,462Expenses 2013: $422,337Net Income 2013: -$2,8752013Revenue 2014: $402,129Expenses 2014: $400,481Net Income 2014: $1,6482014Revenue 2015: $404,816Expenses 2015: $443,749Net Income 2015: -$38,9332015Revenue 2016: $536,478Expenses 2016: $497,751Net Income 2016: $38,7272016Revenue 2017: $460,200Expenses 2017: $488,431Net Income 2017: -$28,2312017Revenue 2018: $622,475Expenses 2018: $664,457Net Income 2018: -$41,9822018Revenue 2019: $659,867Expenses 2019: $647,437Net Income 2019: $12,4302019Revenue 2020: $644,142Expenses 2020: $647,608Net Income 2020: -$3,4662020Revenue 2021: $469,356Expenses 2021: $477,547Net Income 2021: -$8,1912021Revenue 2022: $550,784Expenses 2022: $529,667Net Income 2022: $21,1172022

Highlighted filing

2013

Revenue$419,462
Expenses$422,337
Net Income-$2,875
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Gross Receipts
$419,462
Mission and Program Overview

Mission

Provide benefits to employees of helmer & sons, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$72,817$69,942▼ $2,875
Rtn Earn Endowment Incm Other Fnds$72,817$69,942▼ $2,875
Total Assets$72,817$69,942▼ $2,875
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$72,817$69,942▼ $2,875
Total Liabilities and Net Assets / Fund Balance$72,817$69,942▼ $2,875
Compensation and Service Providers

Board Members and Trustees

NameTitle
Curtis HelmerTrustee
Maurice HelmerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$419,429
Investment Income
$33
Other Revenue
$0
Change in Net Assets
$-2,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$449
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$421,888--$421,888
Fees for Services Accounting$215--$215
Other Expenses$10--$10
Total Functional Expenses$422,337$0$0$422,337
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Reviewed by trustee prior to signing and filing

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

EIN
68-0443416
Phone
7079652425

Signing Officer

Name
Maurice Helmer
Title
Trustee/director
Phone
7079652425
Signed
2014-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maurice Helmer
Formed
1999
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Preparer
Robert L Withrow CPA
Phone
7079961101
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Provide benefits for employees of corporation

Raw XML Appendix224 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
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IRS990/BenefitsToMembersGrp/TotalAmt0421888
IRS990/BooksInCareOfDetail/PersonNm0MAURICE HELMER
IRS990/BooksInCareOfDetail/PhoneNum07079652425
IRS990/BooksInCareOfDetail/USAddress/AddressLine10910 HOWELL MTN ROAD
IRS990/BooksInCareOfDetail/USAddress/City0ANGWIN
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IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalFundraisingExpenseAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0419462
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt033
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE BENEFITS TO EMPLOYEES OF HELMER & SONS, INC.
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt072817
IRS990/NetAssetsOrFundBalancesEOYAmt069942
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc1CALIFORNIA FILING FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0224
IRS990/OtherExpensesGrp/ProgramServicesAmt110
IRS990/OtherExpensesGrp/TotalAmt0224
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MAURICE HELMER
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYInvestmentIncomeAmt087
IRS990/PYOtherExpensesAmt0382
IRS990/PYProgramServiceRevenueAmt0442478
IRS990/PYRevenuesLessExpensesAmt0-4789
IRS990/PYTotalExpensesAmt0447354
IRS990/PYTotalRevenueAmt0442565
IRS990/ReconcilationRevenueExpnssAmt0-2875
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt072817
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
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IRS990/SchoolOperatingInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode094508
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IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAURICE HELMER
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ReturnHeader/BusinessOfficerGrp/PhoneNum07079652425
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10HELMER & SONS INC VEBA
ReturnHeader/Filer/BusinessNameControlTxt0HELM
ReturnHeader/Filer/EIN0680443416
ReturnHeader/Filer/PhoneNum07079652425
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ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROBERT L WITHROW CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10843 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SONOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095476
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-13T21:17:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$5.51$5.30$0.21
2021Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$4.69$4.78$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$6.44$6.48$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$6.60$6.47$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$6.22$6.64$0.42
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$4.60$4.88$0.28
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$5.36$4.98$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$4.05$4.44$0.39
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$4.02$4.00$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$4.19$4.22$0.03
2012Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$4.43$4.47$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$5.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$6.75