Civic Intelligence

Helen & Loretta Foundation

990PF • Fiscal year 2022 • EIN 88-1632335

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 25, 2023

Organization Profile
415 Church St Unit 3014Nashville, TN 37219

(847) 910-2086

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

1.00x

Higher debt load relative to revenue than 92% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

1st percentile

-4399900%

Higher net margin than 1% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$6,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 600000.0% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

$956,000

No earlier filing loaded for comparison.

Net Assets

$956,000

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin1st percentile

Revenue

$1

No earlier filing loaded for comparison.

Expenses

$44,000

No earlier filing loaded for comparison.

Net Income

-$43,999

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.

$1.0M$500K$0Assets 2022: $956,000Liabilities 2022: $1Net Assets 2022: $956,0002022Assets 2023: $912,505Liabilities 2023: $1Net Assets 2023: $912,5052023Assets 2024: $852,087Liabilities 2024: $0Net Assets 2024: $852,0872024

Highlighted filing

2022

Assets$956,000
Liabilities$1
Net Assets$956,000
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2022: $1Expenses 2022: $44,000Net Income 2022: -$43,9992022Revenue 2023: $17,349Expenses 2023: $60,844Net Income 2023: -$43,4952023Revenue 2024: $44,897Expenses 2024: $105,315Net Income 2024: -$60,4182024

Highlighted filing

2022

Revenue$1
Expenses$44,000
Net Income-$43,999
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC BAUMGARTTreasurerPT$6,000-$6,000
ALLISON BAUMGARTDirectorPT$6,000-$6,000
ANTHONY BAUMGARTDirectorPT$6,000-$6,000
JOHN BAUMGARTPresidentPT$0--
SHARON BAUMGARTSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Helen & Loretta Foundation
EIN
88-1632335
Phone
8479102086
Address
415 CHURCH ST UNIT 3014, NASHVILLE, TN 37219

Signing Officer

Name
John Baumgart
Title
President
Phone
8479102086
Signed
2023-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Fialkowski & Associates Inc
Address
191 WAUKEGAN ROAD SUITE 203, NORTHFIELD, IL 60093-2743
Preparer
Virginia Fialkowski
Phone
8474417666
Raw XML Appendix219 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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BAUMGART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08479102086
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ReturnHeader/PreparerPersonGrp/PhoneNum08474417666
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIRGINIA FIALKOWSKI
ReturnHeader/ReturnTs02023-08-25T12:48:08-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAUMGART
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$956,000
Liabilities
$1
Net assets
$956,000
Revenue
$1
Expenses
$44,000
Net income
-$43,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.45$1.05$0.60
2023Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.17$0.61$0.43
2022Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.00$0.44$0.44