Civic Intelligence

John Y Helm & Willie Mae Helm Schlrshp

EIN 85-6108694 • Overland Park, KS

Sunflower Bank 7200 W 132nd St 100Overland Park, KS 66213
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

17th percentile

-46%

Higher net margin than 17% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$1,552

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

48th percentile

-3.0%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

9.9%

Faster revenue growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$185,960

Down $11,792 (-6.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$185,960

Down $11,792 (-6.0%) from 2023

Revenue

Up

$12,393

Up $9,468 (+324%) from 2023

Expenses

Up

$18,050

Up $269 (+1.5%) from 2023

Net Income

Up

-$5,657

Up $9,199 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

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

$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

2025

Assets$185,960
Liabilities$0
Net Assets$185,960

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$12,393
Expenses$18,050
Net Income-$5,657

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUNFLOWER BANK NATrustee-$2,256-$2,256
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 100, OVERLAND PARK, KS 66213

Signing Officer

Name
Phil Devries
Title
Officer
Phone
3039620100
Signed
2023-05-09
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 Appendix277 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.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0223935
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PRIOR YEAR REFUND
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt622653
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-39
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-25
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUNFLOWER BANK NA
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm06 SCHOLARSHIPS AWARDED TO ELIGIBLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SUNFLOWER BANK 7200 W 132ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OVERLAND PARK
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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/AppliedToCurrentYearAmt011247
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09885
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02033
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0453
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01879
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05520
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013280
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02033
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09885
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07852
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0716
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02865
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PRIOR YEAR REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt031
TaxesSchedule/TaxesDetail/Amt0132
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/Amt2428
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1BALANCE DUE PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt2NM GROSS REC TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0132
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1428
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL DEVRIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03039620100
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
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 100
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/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY S VARNER
ReturnHeader/ReturnTs02023-05-09T08:21:26-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHIL DEVRIES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OFFICER
ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
ReturnHeader/TaxYr02022

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