Civic Intelligence

Helen El Shellenbarger Charitable Trust

990PF • Fiscal year 2016 • EIN 72-6245577

Mar 01, 2015 to Feb 29, 2016

Birmingham, AL
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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-78%

Higher net margin than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

39th percentile

-3.1%

Faster asset growth than 39% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-57%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$170,486

Down $5,463 (-3.1%) from 2015

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$7,015

Down $9,177 (-57%) from 2015

Expenses

Down

$12,479

Down $2,090 (-14%) from 2015

Net Income

Down

-$5,464

Down $7,087 (-437%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $165,862Liabilities 2012: $02012Assets 2013: $169,721Liabilities 2013: $02013Assets 2014: $174,328Liabilities 2014: $02014Assets 2015: $175,949Liabilities 2015: $02015Assets 2016: $170,486Liabilities 2016: $02016Assets 2018: $168,893Liabilities 2018: $0Net Assets 2018: $168,8932018Assets 2019: $165,566Liabilities 2019: $0Net Assets 2019: $165,5662019Assets 2020: $159,494Liabilities 2020: $0Net Assets 2020: $159,4942020Assets 2021: $152,324Liabilities 2021: $0Net Assets 2021: $152,3242021Assets 2022: $163,487Liabilities 2022: $0Net Assets 2022: $163,4872022Assets 2023: $150,002Liabilities 2023: $0Net Assets 2023: $150,0022023Assets 2024: $150,460Liabilities 2024: $0Net Assets 2024: $150,4602024Assets 2025: $151,821Liabilities 2025: $0Net Assets 2025: $151,8212025

Highlighted filing

2016

Assets$170,486
Liabilities$0
Net Assets-

Operations Trend

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

$40K$20K$0-$20KRevenue 2012: $8,277Expenses 2012: $7,473Net Income 2012: $8042012Revenue 2013: $15,174Expenses 2013: $11,310Net Income 2013: $3,8642013Revenue 2014: $18,323Expenses 2014: $13,715Net Income 2014: $4,6082014Revenue 2015: $16,192Expenses 2015: $14,569Net Income 2015: $1,6232015Revenue 2016: $7,015Expenses 2016: $12,479Net Income 2016: -$5,4642016Revenue 2018: $8,333Expenses 2018: $13,191Net Income 2018: -$4,8582018Revenue 2019: $9,536Expenses 2019: $12,864Net Income 2019: -$3,3282019Revenue 2020: $7,240Expenses 2020: $13,311Net Income 2020: -$6,0712020Revenue 2021: $6,188Expenses 2021: $13,334Net Income 2021: -$7,1462021Revenue 2022: $27,125Expenses 2022: $15,949Net Income 2022: $11,1762022Revenue 2023: $3,275Expenses 2023: $16,719Net Income 2023: -$13,4442023Revenue 2024: $14,148Expenses 2024: $13,693Net Income 2024: $4552024Revenue 2025: $15,299Expenses 2025: $13,924Net Income 2025: $1,3752025

Highlighted filing

2016

Revenue$7,015
Expenses$12,479
Net Income-$5,464
Filing Detail Status

This 2016 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Mar 1, 2015 to Feb 29, 2016

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