Civic Intelligence

Helen Close Charitable Foundation C/O Barnard Vogler & Co

EIN 88-0214245 • Reno, NV

100 W Liberty St 1100Reno, NV 89501
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

43rd percentile

2.0%

Higher net margin than 43% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$15,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

36th percentile

0.1%

Faster asset growth than 36% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

14%

Faster revenue growth than 58% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,613,706

Up $8,335 (+0.1%) from 2023

Liabilities

Up

$90

Up $90 from 2023

Net Assets

Up

$5,613,616

Up $8,245 (+0.1%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin43rd percentile

Revenue

Up

$404,339

Up $50,017 (+14%) from 2023

Expenses

Down

$396,094

Down $9,182 (-2.3%) from 2023

Net Income

Up

$8,245

Up $59,199 (+116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,176,567Liabilities 2010: $0Net Assets 2010: $5,176,5672010Assets 2011: $5,152,046Liabilities 2011: $1,155Net Assets 2011: $5,150,8912011Assets 2012: $5,242,086Liabilities 2012: $1,830Net Assets 2012: $5,240,2562012Assets 2013: $5,308,609Liabilities 2013: $442Net Assets 2013: $5,308,1672013Assets 2014: $5,494,029Liabilities 2014: $473Net Assets 2014: $5,493,5562014Assets 2015: $6,038,798Liabilities 2015: $3,101Net Assets 2015: $6,035,6972015Assets 2016: $5,846,274Liabilities 2016: $0Net Assets 2016: $5,846,2742016Assets 2017: $5,752,681Liabilities 2017: $1,213Net Assets 2017: $5,751,4682017Assets 2018: $5,743,026Liabilities 2018: $311Net Assets 2018: $5,742,7152018Assets 2019: $5,646,841Liabilities 2019: $0Net Assets 2019: $5,646,8412019Assets 2020: $5,589,883Liabilities 2020: $1,868Net Assets 2020: $5,588,0152020Assets 2021: $5,628,699Liabilities 2021: $0Net Assets 2021: $5,628,6992021Assets 2022: $5,656,487Liabilities 2022: $162Net Assets 2022: $5,656,3252022Assets 2023: $5,605,371Liabilities 2023: $0Net Assets 2023: $5,605,3712023Assets 2024: $5,613,706Liabilities 2024: $90Net Assets 2024: $5,613,6162024

Highlighted filing

2024

Assets$5,613,706
Liabilities$90
Net Assets$5,613,616
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $275,2382010Expenses 2011: $386,9712011Expenses 2012: $401,9132012Expenses 2013: $470,0282013Revenue 2014: $591,555Expenses 2014: $406,166Net Income 2014: $185,3892014Revenue 2015: $955,626Expenses 2015: $413,923Net Income 2015: $541,7032015Revenue 2016: $99,717Expenses 2016: $289,140Net Income 2016: -$189,4232016Revenue 2017: $236,360Expenses 2017: $331,166Net Income 2017: -$94,8062017Revenue 2018: $432,308Expenses 2018: $441,061Net Income 2018: -$8,7532018Revenue 2019: $188,564Expenses 2019: $284,438Net Income 2019: -$95,8742019Revenue 2020: $376,456Expenses 2020: $435,282Net Income 2020: -$58,8262020Revenue 2021: $467,639Expenses 2021: $426,955Net Income 2021: $40,6842021Revenue 2022: $398,696Expenses 2022: $371,070Net Income 2022: $27,6262022Revenue 2023: $354,322Expenses 2023: $405,276Net Income 2023: -$50,9542023Revenue 2024: $404,339Expenses 2024: $396,094Net Income 2024: $8,2452024

Highlighted filing

2024

Revenue$404,339
Expenses$396,094
Net Income$8,245
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,613,706
Liabilities
$90
Net assets
$5,613,616
Revenue
$404,339
Expenses
$396,094
Net income
$8,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.40$0.40$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.35$0.41$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.40$0.37$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.47$0.43$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.38$0.44$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.19$0.28$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.43$0.44$0.01
2017Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.24$0.33$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.10$0.29$0.19
2015Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.96$0.41$0.54
2014Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.59$0.41$0.19
2013Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.47
2012Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.40
2011Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.39
2010Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 18, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH E STIEHA JRPresident/Trustee-$15,000-$15,000
CAROLE MATHISENSecretary/Trustee-$12,600-$12,600
BETTY VOGLERTreasurer/Trustee-$12,600-$12,600
DAVID M QUINNV President/Trustee-$12,600-$12,600
Filing and Contact Details

Filer

Filer Name
Helen Close Charitable Foundation
EIN
88-0214245
Phone
7757866141
Address
100 W LIBERTY ST 1100, RENO, NV 89501

Signing Officer

Name
Kenneth E Stieha Jr
Title
President/trustee
Phone
7757866141
Signed
2025-03-18
Discuss with paid preparer
Yes

Preparer

Firm
BARNARD VOGLER & CO CPA'S
Address
100 W LIBERTY STREET SUITE 1100, RENO, NV 89501-1959
Preparer
Brittany Capurro
Phone
7757866141
Raw XML AppendixShowing 400 of 806 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AUTOMATIC DATA PROCESSING INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FIRST TRUST ETF DOW JONES INTERNET INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12HONEYWELL INTL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES CORE MSCI EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES MSCI CANADA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ISHARES MSCI EUROZONE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ISHARES MSCI JAPAN ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ISHARES MSCI PACIFIC EX JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ISHARES MSCI SWEDEN ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MEDTRONIC PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MORGAN STANLEY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36SELECT SECTOR SPDR TRUST THE REAL ESTATE SELECT SECTOR SPDR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SELECT SECTOR SPDR TRUST THE UTILITIES SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39SPDR SER TR S&P INS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40T MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41TEXAS INSTRUMENTS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42TRUIST FINANCIAL INCORPORATED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER STAPLES ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VANGUARD SECTOR INDEX FDS VANGUARD INDUSTRIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VANGUARD SECTOR INDEX FDS VANGUARD INFORMATION TECHNOLOGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47VANGUARD SECTOR INDEX FDS VANGUARD MATERIALS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49WALMART INC
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