Civic Intelligence

The Norman H Helms Jr Charitable Foundation

990PF • Fiscal year 2021 • EIN 76-0646532

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 14, 2022

Organization Profile
3115 Price StreetNederland, TX 77627

(409) 727-5968

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

85th percentile

49%

Higher net margin than 85% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

92nd percentile

113%

Faster asset growth than 92% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$54,282

Up $28,835 (+113%) from 2020

Net Assets

Up

$54,282

Up $28,835 (+113%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin85th percentile

Revenue

Up

$58,535

Up $5,693 (+11%) from 2020

Expenses

Down

$29,700

Down $1,700 (-5.4%) from 2020

Net Income

Up

$28,835

Up $7,393 (+34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$60K$40K$20K$0Assets 2011: $1,585Liabilities 2011: $02011Assets 2012: $4,885Liabilities 2012: $02012Assets 2013: $28,403Liabilities 2013: $02013Assets 2014: $39,913Liabilities 2014: $02014Assets 2015: $15,663Liabilities 2015: $02015Assets 2019: $4,005Liabilities 2019: $02019Assets 2020: $25,447Liabilities 2020: $0Net Assets 2020: $25,4472020Assets 2021: $54,282Liabilities 2021: $0Net Assets 2021: $54,2822021Assets 2022: $53,347Liabilities 2022: $0Net Assets 2022: $53,3472022Assets 2023: $53,197Liabilities 2023: $0Net Assets 2023: $53,1972023Assets 2024: $37,827Liabilities 2024: $0Net Assets 2024: $37,8272024

Highlighted filing

2021

Assets$54,282
Liabilities$0
Net Assets$54,282
Open 2021 Filing

Operations Trend

Revenue Growth56th percentile

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

$100K$50K$0-$50KRevenue 2011: $11,372Expenses 2011: $12,700Net Income 2011: -$1,3282011Revenue 2012: $18,350Expenses 2012: $15,050Net Income 2012: $3,3002012Revenue 2013: $37,268Expenses 2013: $13,750Net Income 2013: $23,5182013Revenue 2014: $32,056Expenses 2014: $20,546Net Income 2014: $11,5102014Revenue 2015: $0Expenses 2015: $24,250Net Income 2015: -$24,2502015Revenue 2019: $19,771Expenses 2019: $33,750Net Income 2019: -$13,9792019Revenue 2020: $52,842Expenses 2020: $31,400Net Income 2020: $21,4422020Revenue 2021: $58,535Expenses 2021: $29,700Net Income 2021: $28,8352021Revenue 2022: $33,515Expenses 2022: $34,450Net Income 2022: -$9352022Revenue 2023: $25,682Expenses 2023: $25,832Net Income 2023: -$1502023Revenue 2024: $4,730Expenses 2024: $20,100Net Income 2024: -$15,3702024

Highlighted filing

2021

Revenue$58,535
Expenses$29,700
Net Income$28,835
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN HELLMS JRTrustee-$0--
BETTY HELMSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Norman H Helms Jr Charitable Fund
EIN
76-0646532
Phone
4097275968
Address
3115 PRICE STREET, NEDERLAND, TX 77627

Signing Officer

Name
Norman Helms Jr
Title
Trustee
Phone
4097275968
Signed
2022-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Ross J Hebert and Associates
Address
6850 PHELAN, BEAUMONT, TX 77706
Preparer
Ross J Hebert
Phone
4098666644
Raw XML Appendix278 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.

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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0141870
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0NORMAN HELMS JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03115 PRICE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEDERLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077627
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt058535
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN HELMS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04097275968
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN H HELMS JR CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0760646532
ReturnHeader/Filer/PhoneNum04097275968
ReturnHeader/Filer/USAddress/AddressLine1Txt03115 PRICE STREET
ReturnHeader/Filer/USAddress/CityNm0NEDERLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077627
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263008997
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSS J HEBERT AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06850 PHELAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077706
ReturnHeader/PreparerPersonGrp/PhoneNum04098666644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROSS J HEBERT
ReturnHeader/ReturnTs02022-04-16T08:04:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NORMAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELMS JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,282
Liabilities
$0
Net assets
$54,282
Revenue
$58,535
Expenses
$29,700
Net income
$28,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.8$0.00$37.8$4.73$20.1$15.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.2$0.00$53.2$25.7$25.8$0.15
2022Detailed filing. Detailed filing data is available for this year.$53.3$0.00$53.3$33.5$34.5$0.94
2021Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$58.5$29.7$28.8
2020Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$52.8$31.4$21.4
2019Summary only. Only limited summary data is available for this year.$4.01$0.00$19.8$33.8$14.0
2015Summary only. Only limited summary data is available for this year.$15.7$0.00$0.00$24.3$24.3
2014Summary only. Only limited summary data is available for this year.$39.9$0.00$32.1$20.5$11.5
2013Summary only. Only limited summary data is available for this year.$28.4$0.00$37.3$13.8$23.5
2012Summary only. Only limited summary data is available for this year.$4.89$0.00$18.4$15.1$3.30
2011Summary only. Only limited summary data is available for this year.$1.59$0.00$11.4$12.7$1.33