Civic Intelligence

The Helicon Foundation Inc.

990 • Fiscal year 2014 • EIN 13-3228528

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

Organization ProfileWWW.HELICON.ORG
2067 Broadway Studio 50Cortlandt Mnr, NY 10023

(212) 874-6438

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

45th percentile

0.03x

Higher debt load relative to revenue than 45% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

6th percentile

-51%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

36th percentile

-1.4%

Faster asset growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-17%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$525,769

Down $7,646 (-1.4%) from 2013

Net Assets

Down

$522,685

Down $6,147 (-1.2%) from 2013

Liabilities

Down

$3,084

Down $1,499 (-33%) from 2013

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin6th percentile

Revenue

Down

$103,696

Down $20,687 (-17%) from 2013

Expenses

Down

$156,762

Down $12,720 (-7.5%) from 2013

Net Income

Down

-$53,066

Down $7,967 (-18%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2011: $605,307Liabilities 2011: $1,310Net Assets 2011: $603,9972011Assets 2012: $548,325Liabilities 2012: $3,947Net Assets 2012: $544,3782012Assets 2013: $533,415Liabilities 2013: $4,583Net Assets 2013: $528,8322013Assets 2014: $525,769Liabilities 2014: $3,084Net Assets 2014: $522,6852014Assets 2015: $441,038Liabilities 2015: $3,896Net Assets 2015: $437,1422015Assets 2016: $393,826Liabilities 2016: $3,814Net Assets 2016: $390,0122016Assets 2017: $400,531Liabilities 2017: $4,829Net Assets 2017: $395,7022017Assets 2018: $375,359Liabilities 2018: $4,908Net Assets 2018: $370,4512018Assets 2019: $341,450Liabilities 2019: $815Net Assets 2019: $340,6352019Assets 2020: $284,000Liabilities 2020: $4,221Net Assets 2020: $279,7792020Assets 2021: $346,741Liabilities 2021: $13,863Net Assets 2021: $332,8782021Assets 2022: $267,273Liabilities 2022: $10,840Net Assets 2022: $256,4332022Assets 2023: $263,804Liabilities 2023: $1,534Net Assets 2023: $262,2702023Assets 2024: $273,154Liabilities 2024: $5,450Net Assets 2024: $267,7042024Assets 2025: $304,175Liabilities 2025: $23,550Net Assets 2025: $280,6252025

Highlighted filing

2014

Assets$525,769
Liabilities$3,084
Net Assets$522,685
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $122,090Expenses 2011: $156,722Net Income 2011: -$34,6322011Revenue 2012: $109,385Expenses 2012: $169,005Net Income 2012: -$59,6202012Revenue 2013: $124,383Expenses 2013: $169,482Net Income 2013: -$45,0992013Revenue 2014: $103,696Expenses 2014: $156,762Net Income 2014: -$53,0662014Revenue 2015: $120,452Expenses 2015: $200,013Net Income 2015: -$79,5612015Revenue 2016: $115,037Expenses 2016: $155,087Net Income 2016: -$40,0502016Revenue 2017: $120,544Expenses 2017: $152,429Net Income 2017: -$31,8852017Revenue 2018: $102,338Expenses 2018: $134,698Net Income 2018: -$32,3602018Revenue 2019: $117,677Expenses 2019: $143,652Net Income 2019: -$25,9752019Revenue 2020: $102,253Expenses 2020: $127,522Net Income 2020: -$25,2692020Revenue 2021: $85,760Expenses 2021: $93,686Net Income 2021: -$7,9262021Revenue 2022: $117,369Expenses 2022: $141,855Net Income 2022: -$24,4862022Revenue 2023: $132,030Expenses 2023: $149,652Net Income 2023: -$17,6222023Revenue 2024: $134,804Expenses 2024: $143,808Net Income 2024: -$9,0042024Revenue 2025: $163,140Expenses 2025: $155,294Net Income 2025: $7,8462025

Highlighted filing

2014

Revenue$103,696
Expenses$156,762
Net Income-$53,066
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$103,696
Mission and Program Overview

Mission

To increase public awareness of the special breadth and importance of our western musical heritage through musical performances of music of the 17th, 18th and early 19th centuries

To increase public awarenesss of the special breadth and importance of our western musical heritage

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$473,829$473,252▼ $577
Cash and Non-Interest-Bearing Accounts$55,460$47,812▼ $7,648
Land, Buildings, and Equipment, Net$622$373▼ $249
Total Assets$533,415$525,769▼ $7,646
Other Assets Total$3,504$4,332▲ $828
Liabilities
Accounts Payable and Accrued Expenses$4,583$3,084▼ $1,499
Total Liabilities$4,583$3,084▼ $1,499
Net Assets / Fund Balance
Unrestricted Net Assets$528,832$522,685▼ $6,147
Total Net Assets Fund Balance$528,832$522,685▼ $6,147
Total Liabilities and Net Assets / Fund Balance$533,415$525,769▼ $7,646

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$373$35,054$35,427
Other Securities$473,252--
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Lisa WelchPresident
Pamela DrexelVice President
Karen MclaughlinSecretary
William a SimonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$90,439
Program Service Revenue
$0
Investment Income
$13,257
Other Revenue
$0
All Other Contributions
$30,425
Change in Net Assets
$-53,066
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,035
Salaries, Compensation, and Employee Benefits$46,727
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$34,584--$34,584
Occupancy$16,812--$16,812
Other Expenses$8,541--$8,541
Payroll Taxes$6,533--$6,533
Other Salaries and Wages$5,610--$5,610
Fees for Services Accounting$2,500--$2,500
Total Functional Expenses$156,762$0$0$156,762
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Form 990, part vi, section a, line 2: two members of the board are a married couple.”

Form 990, Part VI, Section B, Line 11

“Form 990, part vi, section b, line 11: the 990 is reviewed at a regularly scheduled board meeting and approved for filing.”

Form 990, Part VI, Section C, Line 19

“Form 990, part vi, section c, line 19: upon written request all governing doucments, conflict of interest policy, and financial statements are available for inspection during normal business hours.”

Filing and Contact Details

Filer

EIN
13-3228528
Phone
2128746438

Signing Officer

Name
William Simon
Title
Treasurer
Phone
2128746438
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Simon
Formed
1984
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
8
Volunteers
0

Preparer

Preparer
Victoria a Becerra
Phone
9146178430
Raw XML Appendix323 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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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1038 EAST 85TH STREET
IRS990/USAddress/City0NEW YORK
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode010028
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.HELICON.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02128746438
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE HELICON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HELI
ReturnHeader/Filer/EIN0133228528
ReturnHeader/Filer/PhoneNum02128746438
ReturnHeader/Filer/USAddress/AddressLine102067 BROADWAY STUDIO 50
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133917117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10VICTORIA ABECERRA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108 BONNY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SOMERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010589
ReturnHeader/PreparerPersonGrp/PhoneNum09146178430
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTORIA A BECERRA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-10T09:09:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$525,769
Liabilities
$3,084
Net assets
$522,685
Revenue
$103,696
Expenses
$156,762
Net income
-$53,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.04$0.24$2.81$1.63$1.55$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.73$0.05$2.68$1.35$1.44$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.02$2.62$1.32$1.50$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.67$0.11$2.56$1.17$1.42$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.14$3.33$0.86$0.94$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.04$2.80$1.02$1.28$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.01$3.41$1.18$1.44$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.75$0.05$3.70$1.02$1.35$0.32
2017Detailed filing. Detailed filing data is available for this year.$4.01$0.05$3.96$1.21$1.52$0.32
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.04$3.90$1.15$1.55$0.40
2015Detailed filing. Detailed filing data is available for this year.$4.41$0.04$4.37$1.20$2.00$0.80
2014Detailed filing. Detailed filing data is available for this year.$5.26$0.03$5.23$1.04$1.57$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.05$5.29$1.24$1.69$0.45
2012Summary only. Only limited summary data is available for this year.$5.48$0.04$5.44$1.09$1.69$0.60
2011Summary only. Only limited summary data is available for this year.$6.05$0.01$6.04$1.22$1.57$0.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits