Civic Intelligence

The Helicon Foundation Inc.

990 • Fiscal year 2017 • EIN 13-3228528

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 09, 2018

Organization ProfileWWW.HELICON.ORG
300 Park Avenue 12th FloorNew York, NY 10022

(212) 874-6438

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

49th percentile

1.7%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

4.8%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$400,531

Up $6,705 (+1.7%) from 2016

Net Assets

Up

$395,702

Up $5,690 (+1.5%) from 2016

Liabilities

Up

$4,829

Up $1,015 (+27%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin13th percentile

Revenue

Up

$120,544

Up $5,507 (+4.8%) from 2016

Expenses

Down

$152,429

Down $2,658 (-1.7%) from 2016

Net Income

Up

-$31,885

Up $8,165 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2017

Assets$400,531
Liabilities$4,829
Net Assets$395,702
Open 2017 Filing

Operations Trend

Revenue Growth56th 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

2017

Revenue$120,544
Expenses$152,429
Net Income-$31,885
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 9, 2018
Return Version
2016v3.0
Gross Receipts
$120,544
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$377,796$381,784▲ $3,988
Cash and Non-Interest-Bearing Accounts$14,462$18,250▲ $3,788
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$393,826$400,531▲ $6,705
Other Assets Total$1,568$497▼ $1,071
Liabilities
Accounts Payable and Accrued Expenses$3,814$4,829▲ $1,015
Total Liabilities$3,814$4,829▲ $1,015
Net Assets / Fund Balance
Unrestricted Net Assets$382,144$377,305▼ $4,839
Temporarily Rstr Net Assets$7,868$18,397▲ $10,529
Total Net Assets Fund Balance$390,012$395,702▲ $5,690
Total Liabilities and Net Assets / Fund Balance$393,826$400,531▲ $6,705

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$35,427-
Other Securities$381,784--
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Lisa WelchPresident
Pamela DrexelVice President
David MoyerSecretary
William a SimonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$112,167
Program Service Revenue
$0
Investment Income
$8,377
Other Revenue
$0
All Other Contributions
$112,167
Change in Net Assets
$-31,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,409
Salaries, Compensation, and Employee Benefits$54,020
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$54,020-$54,020
Advertising-$5,377-$5,377
Other Expenses$77,502$3,052-$3,052
Fees for Services Accounting-$2,995-$2,995
Insurance-$2,292-$2,292
Occupancy-$1,753-$1,753
Total Functional Expenses$77,502$74,927$0$152,429
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 11B

“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

Filer Name
The Helicon Foundation Inc
EIN
13-3228528
Phone
2128746438
Address
300 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10022

Signing Officer

Name
William Simon
Title
Treasurer
Phone
2128746438
Signed
2018-03-09
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
7
Volunteers
0

Preparer

Firm
Victoria Abecerra CPA
Address
8 BONNY DRIVE, SOMERS, NY 10589
Preparer
Victoria a Becerra
Phone
9146178430
Raw XML Appendix343 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/TotalNetAssetsFundBalanceGrp/BOYAmt0390012
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0395702
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt077502
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08377
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0120544
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0393826
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0400531
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0382144
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0377305
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt038 EAST 85TH STREET
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010028
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.HELICON.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02128746438
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELICON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HELI
ReturnHeader/Filer/EIN0133228528
ReturnHeader/Filer/PhoneNum02128746438
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 PARK AVENUE 12TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07E1BB009D8ADD9E341DF9301A460262F8F8DE9A7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07E1BB009D8ADD9E341DF9301A460262F8F8DE9A7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.126.169.38
ReturnHeader/FilingSecurityInformation/IPDt02018-03-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:21:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133917117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICTORIA ABECERRA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 BONNY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOMERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010589
ReturnHeader/PreparerPersonGrp/PhoneNum09146178430
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTORIA A BECERRA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-09T13:23:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,531
Liabilities
$4,829
Net assets
$395,702
Revenue
$120,544
Expenses
$152,429
Net income
-$31,885
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. 2017 filings • 501(c)3 • <$500k nonprofits