Civic Intelligence

Helen E Allen Charitable Foundation

EIN 85-2595921 • Cincinnati, OH

Pub. 78 Eligible
600 Vine Street Suite 2650Cincinnati, OH 45202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

53%

Higher net margin than 88% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$25,882

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

0.9%

Faster asset growth than 44% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

99th percentile

882%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,916,024

Up $162,353 (+9.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$1,916,024

Up $162,353 (+9.3%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin88th percentile

Revenue

Up

$307,415

Up $320,455 (+2457%) from 2023

Expenses

Up

$144,187

Up $31,274 (+28%) from 2023

Net Income

Up

$163,228

Up $289,181 (+230%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2020: $10Liabilities 2020: $1Net Assets 2020: $102020Assets 2021: $2,000,384Liabilities 2021: $1Net Assets 2021: $2,000,3842021Assets 2022: $1,882,552Liabilities 2022: $1Net Assets 2022: $1,882,5522022Assets 2023: $1,753,671Liabilities 2023: $1Net Assets 2023: $1,753,6712023Assets 2024: $1,916,024Liabilities 2024: $0Net Assets 2024: $1,916,0242024

Highlighted filing

2024

Assets$1,916,024
Liabilities$0
Net Assets$1,916,024
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $2,119,627Expenses 2021: $118,678Net Income 2021: $2,000,9492021Revenue 2022: $3,185Expenses 2022: $125,149Net Income 2022: -$121,9642022Revenue 2023: -$13,040Expenses 2023: $112,913Net Income 2023: -$125,9532023Revenue 2024: $307,415Expenses 2024: $144,187Net Income 2024: $163,2282024

Highlighted filing

2024

Revenue$307,415
Expenses$144,187
Net Income$163,228
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,916,024
Liabilities
$0
Net assets
$1,916,024
Revenue
$307,415
Expenses
$144,187
Net income
$163,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.31$0.14$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.01$0.11$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.00$0.13$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$2.12$0.12$2.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H FRYTrustee-$25,882-$25,882
Filing and Contact Details

Filer

Filer Name
Helen E Allen Charitable Foundation
EIN
85-2595921
Phone
5133819200
Address
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202

Signing Officer

Name
William H Fry
Title
Trustee
Phone
5133819223
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Seibel & Katz Cpas
Address
3814 WEST ST STE 311, CINCINNATI, OH 45227
Preparer
Jeffrey Tate
Phone
5132717835
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11102677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1262728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1262728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0123099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11365405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0265299
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0163228
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01293
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0418
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01917317
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01753671
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01916024
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0103083
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0103083
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0103083
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0106852
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03769
IRS990PF/DistributableAmountGrp/TotalTaxAmt03769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01916
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01916
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05685
IRS990PF/FMVAssetsEOYAmt02167183
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01753671
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01916024
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt054419
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt024159
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt024159
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0883493
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01026082
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01254768
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0815759
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0865783
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0888256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01753671
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01916024
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02167183
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01753671
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01916024
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01753671
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01916024
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02169593
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039240
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02130353
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032544
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0106852
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02137049
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02169593
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025882
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM H FRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045202
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0107931
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0107931
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM H FRY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05133819223
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER WITH ATTACHMENTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM H FRY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05133819200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0600 VINE STREET SUITE 2650
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY AND EDUCATIONAL ACTIVITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0OCTOBER 31
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt152500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt162500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt182500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt192500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt205000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt222500

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