Civic Intelligence

Helmer & Sons Inc Veba

990 • Fiscal year 2011 • EIN 68-0443416

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 27, 2012

Organization ProfileN/A
PO Box 86894508
Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2011 filings • 501(c)9 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

5th percentile

-65%

Faster asset growth than 5% of similar nonprofits.

2011 filings • 501(c)9 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$77,606

Down $147,238 (-65%) from 2010

Net Assets

Down

$77,606

Down $147,238 (-65%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$573,900

Down $101,212 (-15%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

2011

Assets$77,606
Liabilities$0
Net Assets$77,606
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2011

Revenue-
Expenses$573,900
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 27, 2012
Return Version
2011v1.2
Gross Receipts
$426,662
Mission and Program Overview

Mission

Provide benefits to employees of helmer & sons, inc.

Filing and Contact Details

Filer

EIN
68-0443416
Raw XML Appendix228 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
IRS990/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0PROVIDE BENEFITS TO EMPLOYEES OF HELMER & SONS, INC.
IRS990/ActivityOther/Description0PROVIDE BENEFITS FOR EMPLOYEES OF CORPORATION
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 868
IRS990/AddressPrincipalOfficerUS/City0ANGWIN
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode094508
IRS990/BenefitsPaidToMembersCY0573479
IRS990/BenefitsPaidToMembersPriorYear0674887
IRS990/BenefitsToMembers/ProgramServices0573479
IRS990/BenefitsToMembers/Total0573479
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30false
IRS990/Description0PROVIDE BENEFITS TO EMPLOYEES OF HELMER & SONS, INC.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/Expense0573900
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ProgramServices0230
IRS990/FeesForServicesAccounting/Total0230
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/NamePerson0MARK PACINI
IRS990/Form990PartVIISectionA/NamePerson1MAURICE HELMER
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0426662
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear0283
IRS990/InvestmentIncomePriorYear0889
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome0283
IRS990/InvestmentIncome/TotalRevenueColumn0283
IRS990/InvestmentInJointVenture0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0PROVIDE BENEFITS TO EMPLOYEES OF HELMER & SONS, INC.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0MAURICE HELMER
IRS990/NbrIndependentVotingMembers02
IRS990/NbrVotingGoverningBodyMembers02
IRS990/NbrVotingMembersGoverningBody02
IRS990/NetAssetsOrFundBalancesBOY0224844
IRS990/NetAssetsOrFundBalancesEOY077606
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers02
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear0225
IRS990/OtherExpensesCurrentYear0421
IRS990/OtherExpenses/Description0BANK SERVICE CHARGES
IRS990/OtherExpenses/Description1CALIFORNIA FILING FEES
IRS990/OtherExpenses/ProgramServices0181
IRS990/OtherExpenses/ProgramServices110
IRS990/OtherExpenses/Total0181
IRS990/OtherExpenses/Total110
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY0426379
IRS990/ProgramServiceRevenue/Description0EMPLOYER VEBA PAYMENTS
IRS990/ProgramServiceRevenuePriorYear0525686
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0426379
IRS990/ProgramServiceRevenue/TotalRevenueColumn0426379
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses0-147238
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY0224844
IRS990/RetainedEarningsEndowmentEtc/EOY077606
IRS990/RevenuesLessExpensesCY0-147238
IRS990/RevenuesLessExpensesPriorYear0-148537
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY0224844
IRS990/SavingsAndTempCashInvestments/EOY077606
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0PROVIDE BENEFITS FOR EMPLOYEES OF CORPORATION
IRS990ScheduleO/GeneralExplanation/Explanation1REVIEWED BY TRUSTEE PRIOR TO SIGNING AND FILING
IRS990ScheduleO/GeneralExplanation/Explanation2AVAILABLE UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Identifier0ALL OTHER ACCOMPLISHMENT DESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier1ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10910 HOWELL MTN ROAD
IRS990/TheBooksAreInCareOf/AddressUS/City0ANGWIN
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode094508
IRS990/TheBooksAreInCareOf/NamePerson0MAURICE HELMER
IRS990/TheBooksAreInCareOf/TelephoneNumber07079652425
IRS990/TotalAssets/BOY0224844
IRS990/TotalAssetsBOY0224844
IRS990/TotalAssets/EOY077606
IRS990/TotalAssetsEOY077606
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear0573900
IRS990/TotalExpensesPriorYear0675112
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0573900
IRS990/TotalFunctionalExpenses/Total0573900
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0224844
IRS990/TotalLiabNetAssetsFundBalances/EOY077606
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0224844
IRS990/TotalNetAssetsFundBalances/EOY077606
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0573900
IRS990/TotalProgramServiceRevenue0426379
IRS990/TotalRevenueCurrentYear0426662
IRS990/TotalRevenuePriorYear0526575
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0426662
IRS990/TotalRevenue/TotalRevenueColumn0426662
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01999
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0680443416
ReturnHeader/Filer/Name/BusinessNameLine10HELMER & SONS INC VEBA
ReturnHeader/Filer/NameControl0HELM
ReturnHeader/Filer/Phone07079652425
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 868
ReturnHeader/Filer/USAddress/City0ANGWIN
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094508
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-04-27
ReturnHeader/Officer/Name0MAURICE HELMER
ReturnHeader/Officer/Phone07079652425
ReturnHeader/Officer/Title0TRUSTEE/DIRECTOR
ReturnHeader/Preparer/DatePrepared02012-04-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ROBERT L WITHROW CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10843 BROADWAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SONOMA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode095476
ReturnHeader/Preparer/Name0ROBERT L WITHROW CPA
ReturnHeader/Preparer/Phone07079961101
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-12T22:41:49-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$77,606
Liabilities
$0
Net assets
$77,606
Revenue
-
Expenses
$573,900
Net income
-
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