Civic Intelligence

John Y Helm and Willie Mae Helm Scholarship Fund

990PF • Fiscal year 2024 • EIN 85-6108694

Feb 01, 2023 to Jan 30, 2024 • Filed on Mar 26, 2024

Organization Profile
Sunflower Bank 7200 W 132nd St SteOverland Park, KS 66213

(913) 804-4124

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-54%

Higher net margin than 11% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$1,552

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-3.1%

Faster asset growth than 41% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

285%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$191,619

Down $6,133 (-3.1%) from 2023

Net Assets

Down

$191,619

Down $6,133 (-3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin11th percentile

Revenue

Up

$11,273

Up $8,348 (+285%) from 2023

Expenses

Down

$17,405

Down $376 (-2.1%) from 2023

Net Income

Up

-$6,132

Up $8,724 (+59%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st 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 2024: $191,619Liabilities 2024: $0Net Assets 2024: $191,6192024Assets 2025: $185,960Liabilities 2025: $0Net Assets 2025: $185,9602025

Highlighted filing

2024

Assets$191,619
Liabilities$0
Net Assets$191,619
Open 2024 Filing

Operations Trend

Revenue Growth96th 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 2024: $11,273Expenses 2024: $17,405Net Income 2024: -$6,1322024Revenue 2025: $12,393Expenses 2025: $18,050Net Income 2025: -$5,6572025

Highlighted filing

2024

Revenue$11,273
Expenses$17,405
Net Income-$6,132
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2023 to Jan 30, 2024
Signed
Mar 26, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,552-$1,552
Filing and Contact Details

Filer

Filer Name
John Y Helm & Willie Mae Helm Pvt Fdn
EIN
85-6108694
Phone
9138044124
Address
SUNFLOWER BANK 7200 W 132ND ST STE, OVERLAND PARK, KS 66213

Signing Officer

Name
Kurt Kauffamn
Title
Officer
Phone
7205656341
Signed
2024-03-26
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 Appendix301 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/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm04 SCHOLARSHIPS AWARDED TO ELIGIBLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SUNFLOWER BANK 7200 W 132ND ST 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OVERLAND PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd066213
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011240
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010701
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02033
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011824
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01939
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02033
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0453
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01879
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05520
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012640
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01939
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011824
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09885
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MGT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0862
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02586
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03448
TaxesSchedule/TaxesDetail/Amt0119
TaxesSchedule/TaxesDetail/Amt1412
TaxesSchedule/TaxesDetail/Amt29
TaxesSchedule/TaxesDetail/Amt325
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt2BALANCE DUE PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt3ESTIMATED TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0119
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1412
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KURT KAUFFAMN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07205656341
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN Y HELM & WILLIE MAE HELM PVT FDN
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0856108694
ReturnHeader/Filer/PhoneNum09138044124
ReturnHeader/Filer/USAddress/AddressLine1Txt0SUNFLOWER BANK 7200 W 132ND ST STE
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066213
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY S VARNER
ReturnHeader/ReturnTs02024-03-26T13:08:40-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KURT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAUFFMAN
ReturnHeader/TaxPeriodBeginDt02023-02-01
ReturnHeader/TaxPeriodEndDt02024-01-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$191,619
Liabilities
$0
Net assets
$191,619
Revenue
$11,273
Expenses
$17,405
Net income
-$6,132
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
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.11$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.03$0.18$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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