Civic Intelligence

The Helm Foundation Inc

990PF • Fiscal year 2020 • EIN 76-0419884

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
2901 Wilcrest Drive 217Houston, TX 77042

(713) 333-2641

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

8th percentile

-97%

Higher net margin than 8% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

34th percentile

$10,777

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

15th percentile

-4.8%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

848%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$5,982,183

Down $299,502 (-4.8%) from 2019

Net Assets

$5,982,183

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin8th percentile

Revenue

Up

$307,624

Up $275,186 (+848%) from 2019

Expenses

Up

$607,126

Up $18,479 (+3.1%) from 2019

Net Income

Up

-$299,502

Up $256,707 (+46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$10M$5.0M$0Assets 2011: $9,315,954Liabilities 2011: $1,0002011Assets 2012: $8,821,186Liabilities 2012: $02012Assets 2013: $8,795,603Liabilities 2013: $02013Assets 2014: $8,517,602Liabilities 2014: $02014Assets 2015: $8,045,250Liabilities 2015: $02015Assets 2019: $6,281,685Liabilities 2019: $02019Assets 2020: $5,982,183Liabilities 2020: $0Net Assets 2020: $5,982,1832020Assets 2021: $6,062,196Liabilities 2021: $0Net Assets 2021: $6,062,1962021Assets 2022: $5,925,519Liabilities 2022: $0Net Assets 2022: $5,925,5192022Assets 2023: $5,538,348Liabilities 2023: $0Net Assets 2023: $5,538,3482023Assets 2024: $5,054,066Liabilities 2024: $0Net Assets 2024: $5,054,0662024

Highlighted filing

2020

Assets$5,982,183
Liabilities$0
Net Assets$5,982,183
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $552,982Expenses 2011: $706,171Net Income 2011: -$153,1892011Revenue 2012: $293,790Expenses 2012: $787,558Net Income 2012: -$493,7682012Revenue 2013: $579,977Expenses 2013: $605,560Net Income 2013: -$25,5832013Revenue 2014: $539,651Expenses 2014: $817,652Net Income 2014: -$278,0012014Revenue 2015: $216,929Expenses 2015: $689,281Net Income 2015: -$472,3522015Revenue 2019: $32,438Expenses 2019: $588,647Net Income 2019: -$556,2092019Revenue 2020: $307,624Expenses 2020: $607,126Net Income 2020: -$299,5022020Revenue 2021: $642,400Expenses 2021: $560,375Net Income 2021: $82,0252021Revenue 2022: $487,053Expenses 2022: $580,137Net Income 2022: -$93,0842022Revenue 2023: $236,409Expenses 2023: $602,371Net Income 2023: -$365,9622023Revenue 2024: $48,562Expenses 2024: $532,844Net Income 2024: -$484,2822024

Highlighted filing

2020

Revenue$307,624
Expenses$607,126
Net Income-$299,502
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYRUS VARD HELMDir/PresidentPT$0$10,777$10,777
SUSAN HELMDir/SecretaryPT$0$10,777$10,777
GLORA BEE HELMDir/Chairman-$0--
Filing and Contact Details

Filer

Filer Name
The Helm Foundation Inc
EIN
76-0419884
Phone
7133332641
Address
2901 WILCREST DRIVE 217, HOUSTON, TX 77042

Signing Officer

Name
Cy Helm
Title
President
Phone
7133332641
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Frierson Sola Simonton & Kutac Pllc
Address
801 TRAVIS ST STE 1900, HOUSTON, TX 77002-5730
Preparer
Ray Frierson Cpacfp
Phone
7136519250
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-5333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-8773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2114945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-12010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt716490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt849507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-18605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1054247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1121378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1226582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-20587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-4294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-5333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-8773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2114945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2101248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt362733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4107648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6172590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7122786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8233090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9174676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10145591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1188379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12303481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13186918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1514945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0COLUMBIA EMERGING MARKETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FRANKLIN CONVERTIBLE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ISHS TR IBOXX HI YD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ISHS TRUST 1-3 YR TREAS BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD INTL EQUITY INDES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ALLERGAN INC NOTE CALL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6COLUMBIA EMERGING MARKETS CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FRANKLIN CONVERTIBLE SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ISHS CORE S&P SMALL-CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9L BRANDS INC NOTE CALL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SPDR S&P500 ETF TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VANECK VECTORS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VANGUARD INTL EQUITY INDEX FND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13WISDONTREE TR US MIDCAP DIVD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14FR XI OFFSHORE AIV, LP (CAP LOSS) #90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15FR XI OFFSHORE AIV, LP (CAP LOSS) #264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16FR XII-A BRAVO AIV, LP (CAP GAIN)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17FR XII-A PARALLEL VEHICLE, LP (CAP LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18FR XII-A CHARLIE AIV, LP (CAP LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19FR XIII CHARLIE AIV, LP (CAP LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20FR XIII CHARLIE AIV, LP (CAP LOSS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0123710
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-299502
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05982183
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06281685
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05982183
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0294981
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0294981
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0294981
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0295935
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0954
IRS990PF/DistributableAmountGrp/TotalTaxAmt0954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0954
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03008
IRS990PF/FMVAssetsEOYAmt06496520
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt04432
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt05125
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt04432
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt04432
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0135244
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt098967
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt098967
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01576326
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01076724
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01116410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03593757
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03998509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04488480
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt011759
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt011759
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0420346
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0404155
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0388835
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06281685
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05982183
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0550887
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0399396
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0399396
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06281685
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05982183
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06496520
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06281685
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05982183
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06281685
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05982183
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06008828
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0632600
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04907656
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt090132
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0468572
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0295935
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05918696
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06008828
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MICAH MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0273600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0FOUNDATION MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02901 WILCREST DRIVE 217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd077042
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,982,183
Liabilities
$0
Net assets
$5,982,183
Revenue
$307,624
Expenses
$607,126
Net income
-$299,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.05$0.53$0.48
2023Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.24$0.60$0.37
2022Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.49$0.58$0.09
2021Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.64$0.56$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.31$0.61$0.30
2019Summary only. Only limited summary data is available for this year.$6.28$0.00$0.03$0.59$0.56
2015Summary only. Only limited summary data is available for this year.$8.05$0.00$0.22$0.69$0.47
2014Summary only. Only limited summary data is available for this year.$8.52$0.00$0.54$0.82$0.28
2013Summary only. Only limited summary data is available for this year.$8.80$0.00$0.58$0.61$0.03
2012Summary only. Only limited summary data is available for this year.$8.82$0.00$0.29$0.79$0.49
2011Summary only. Only limited summary data is available for this year.$9.32$0.00$0.55$0.71$0.15