Civic Intelligence

John Y Helm and Willie Mae Helm Scholarship Fund

990PF • Fiscal year 2022 • EIN 85-6108694

Feb 01, 2021 to Jan 31, 2022 • Filed on May 12, 2022

Organization Profile
Sunflower Bank Na - 7200 W 132nd StOverland Park, KS 66213

(505) 992-2284

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

13th percentile

-52%

Higher net margin than 13% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$3,055

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

43rd percentile

-2.8%

Faster asset growth than 43% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

76%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$212,623

Down $6,122 (-2.8%) from 2021

Net Assets

Down

$212,623

Down $6,122 (-2.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin13th percentile

Revenue

Up

$11,788

Up $5,078 (+76%) from 2021

Expenses

Down

$17,921

Down $495 (-2.7%) from 2021

Net Income

Up

-$6,133

Up $5,573 (+48%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$300K$200K$100K$0Assets 2014: $252,112Liabilities 2014: $0Net Assets 2014: $252,1122014Assets 2015: $273,213Liabilities 2015: $0Net Assets 2015: $273,2132015Assets 2016: $257,994Liabilities 2016: $0Net Assets 2016: $257,9942016Assets 2021: $218,745Liabilities 2021: $0Net Assets 2021: $218,7452021Assets 2022: $212,623Liabilities 2022: $0Net Assets 2022: $212,6232022Assets 2023: $197,752Liabilities 2023: $0Net Assets 2023: $197,7522023Assets 2025: $185,960Liabilities 2025: $0Net Assets 2025: $185,9602025

Highlighted filing

2022

Assets$212,623
Liabilities$0
Net Assets$212,623
Open 2022 Filing

Operations Trend

Revenue Growth81st percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $26,192Expenses 2014: $19,770Net Income 2014: $6,4222014Revenue 2015: $41,120Expenses 2015: $19,758Net Income 2015: $21,3622015Revenue 2016: $5,735Expenses 2016: $20,985Net Income 2016: -$15,2502016Revenue 2021: $6,710Expenses 2021: $18,416Net Income 2021: -$11,7062021Revenue 2022: $11,788Expenses 2022: $17,921Net Income 2022: -$6,1332022Revenue 2023: $2,925Expenses 2023: $17,781Net Income 2023: -$14,8562023Revenue 2025: $12,393Expenses 2025: $18,050Net Income 2025: -$5,6572025

Highlighted filing

2022

Revenue$11,788
Expenses$17,921
Net Income-$6,133
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2021 to Jan 31, 2022
Signed
May 12, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,055-$3,055
Filing and Contact Details

Filer

Filer Name
John Y Helm and Willie Mae Helm Private
EIN
85-6108694
Phone
5059922284
Address
SUNFLOWER BANK NA - 7200 W 132ND ST, OVERLAND PARK, KS 66213

Signing Officer

Name
David Zaragoza
Title
Vice President
Phone
9132327100
Signed
2022-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Cch Trust US
Address
225 CHASTAIN MEADOWS CT, KENNESAW, GA 30144
Preparer
Timothy S Varner
Phone
8663550356
Raw XML Appendix274 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0SUNFLOWER BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03055
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013164
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0453
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09501
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09048
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MGT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02507
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02507
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PRIOR YEAR REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt049
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
TaxesSchedule/TaxesDetail/Amt0115
TaxesSchedule/TaxesDetail/Amt1469
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NM INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0115
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1469
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Zaragoza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum09132327100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN Y HELM AND WILLIE MAE HELM PRIVATE
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0856108694
ReturnHeader/Filer/PhoneNum05059922284
ReturnHeader/Filer/USAddress/AddressLine1Txt0SUNFLOWER BANK NA - 7200 W 132ND ST
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066213
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541484602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CCH TRUST US
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 CHASTAIN MEADOWS CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNESAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030144
ReturnHeader/PreparerPersonGrp/PhoneNum08663550356
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY S VARNER
ReturnHeader/ReturnTs02022-05-12T08:38:07-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEIDI TILTON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VICE-PRESIDENT
ReturnHeader/TaxPeriodBeginDt02021-02-01
ReturnHeader/TaxPeriodEndDt02022-01-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$212,623
Liabilities
$0
Net assets
$212,623
Revenue
$11,788
Expenses
$17,921
Net income
-$6,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.12$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.03$0.18$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.12$0.18$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.07$0.18$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.06$0.21$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.41$0.20$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.26$0.20$0.06