Civic Intelligence

Helen E Allen Charitable Foundation

990PF • Fiscal year 2020 • EIN 85-2595921

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization Profile
600 Vine Street Suite 2650Cincinnati, OH 45202

(513) 381-9200

Siviq Scores

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

Liabilities / Assets

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

1.00x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

$10

No earlier filing loaded for comparison.

Net Assets

$10

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin99th percentile

Revenue

$1

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$1

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$10
Liabilities$1
Net Assets$10
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$1
Expenses$0
Net Income$1
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H FRYTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
William H Fry
Title
Trustee
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Midwest CPA LLC
Address
10250 ALLIANCE RD - STE 100, CINCINNATI, OH 45242
Preparer
Jeffrey Tate
Phone
5135882830
Raw XML Appendix147 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/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM H FRY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H FRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10
Liabilities
$1
Net assets
$10
Revenue
$1
Expenses
$0
Net income
$1
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