Civic Intelligence

The Helene Foundation Inc

990PF • Fiscal year 2014 • EIN 13-6161748

Jan 01, 2014 to Dec 31, 2014 • Filed on May 04, 2015

Organization Profile
c/o 215 Park Avenue SouthNew York, NY 10003

(212) 777-0807

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

13th percentile

-29%

Higher net margin than 13% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

7.1%

Faster asset growth than 68% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

148%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,548,094

Up $102,062 (+7.1%) from 2013

Net Assets

$1,548,094

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin13th percentile

Revenue

Up

$94,477

Up $56,456 (+148%) from 2013

Expenses

Up

$121,810

Up $15,898 (+15%) from 2013

Net Income

Up

-$27,333

Up $40,558 (+60%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,480,512Liabilities 2011: $02011Assets 2012: $1,531,692Liabilities 2012: $02012Assets 2013: $1,446,032Liabilities 2013: $02013Assets 2014: $1,548,094Liabilities 2014: $0Net Assets 2014: $1,548,0942014Assets 2015: $1,544,782Liabilities 2015: $12015Assets 2016: $1,402,742Liabilities 2016: $0Net Assets 2016: $1,402,7422016Assets 2018: $1,934,152Liabilities 2018: $0Net Assets 2018: $1,934,1522018Assets 2019: $1,964,795Liabilities 2019: $12019Assets 2020: $1,829,988Liabilities 2020: $12020Assets 2022: $1,903,799Liabilities 2022: $0Net Assets 2022: $1,903,7992022Assets 2023: $1,739,442Liabilities 2023: $0Net Assets 2023: $1,739,4422023Assets 2024: $1,827,085Liabilities 2024: $0Net Assets 2024: $1,827,0852024

Highlighted filing

2014

Assets$1,548,094
Liabilities$0
Net Assets$1,548,094
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $78,547Expenses 2011: $106,405Net Income 2011: -$27,8582011Revenue 2012: $70,665Expenses 2012: $106,587Net Income 2012: -$35,9222012Revenue 2013: $38,021Expenses 2013: $105,912Net Income 2013: -$67,8912013Revenue 2014: $94,477Expenses 2014: $121,810Net Income 2014: -$27,3332014Revenue 2015: $135,051Expenses 2015: $123,284Net Income 2015: $11,7672015Revenue 2016: $30,138Expenses 2016: $120,701Net Income 2016: -$90,5632016Revenue 2018: $37,781Expenses 2018: $110,497Net Income 2018: -$72,7162018Revenue 2019: $43,528Expenses 2019: $101,297Net Income 2019: -$57,7692019Revenue 2020: $1Expenses 2020: $105,560Net Income 2020: -$105,5592020Revenue 2022: $0Expenses 2022: $116,521Net Income 2022: -$116,5212022Revenue 2023: $0Expenses 2023: $126,172Net Income 2023: -$126,1722023Revenue 2024: $0Expenses 2024: $129,254Net Income 2024: -$129,2542024

Highlighted filing

2014

Revenue$94,477
Expenses$121,810
Net Income-$27,333
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIZ THIELENSVide PresidentPT$0--
DAVID THIELENSPresident And TreasuPT$0--
WAGNER P THIELENSTrustee And ChairmanPT$0--
JAMES CP BERRYTrustee And SecretarPT$0--
Filing and Contact Details

Filer

Filer Name
The Helene Foundation Inc
EIN
13-6161748
Phone
2127770807
Address
c/o 215 Park Avenue South, New York, NY 10003

Signing Officer

Name
James Berry
Title
Officer
Phone
2127770807
Signed
2015-05-04

Preparer

Firm
Numerical LLC
Address
475 Park Ave South Ste 2100, New York, NY 10016
Preparer
Tina Salandra
Phone
2127770807
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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NY Anti-Violence Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GLSEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5The Point Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Matthew Shepard Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Trevor Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Lambda Legal
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Ali Forney Ctr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02 Astor Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1120 Wall Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2240 West 35 Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31385 Mission Street 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt490 Broad Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 60108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6301 Thema Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt79056 Santa Monica Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8120 Wall Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9224 West 35 Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Casper
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7West Hollywood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd682609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd790069
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt085000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt085000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt090000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015352
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015352
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0360145
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0100145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt085000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt085000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt090000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100145
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0100145
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0375497
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0275352
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt055018
OtherIncreasesSchedule/OtherIncreasesDetail/Amt174377
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Realized Long Term Capital Gains
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Net Securities acquired in 2014
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018318
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SEI Investments Asset Mgt
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018318
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/Amt1143
TaxesSchedule/TaxesDetail/Amt2454
TaxesSchedule/TaxesDetail/CategoryTxt0NYS Charities Bureau
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Tax Paid via SEI
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0250
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1143
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2454
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02127770807
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELENE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0136161748
ReturnHeader/Filer/PhoneNum02127770807
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o 215 Park Avenue South
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NUMERICAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0475 Park Ave South Ste 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010016
ReturnHeader/PreparerPersonGrp/PhoneNum02127770807
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA SALANDRA
ReturnHeader/ReturnTs02015-11-06T12:28:07-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,548,094
Liabilities
$0
Net assets
$1,548,094
Revenue
$94,477
Expenses
$121,810
Net income
-$27,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.00$0.13$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.00$0.13$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.00$0.12$0.12
2020Summary only. Only limited summary data is available for this year.$1.83$0.00$0.00$0.11$0.11
2019Summary only. Only limited summary data is available for this year.$1.96$0.00$0.04$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.04$0.11$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.03$0.12$0.09
2015Summary only. Only limited summary data is available for this year.$1.54$0.00$0.14$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.12$0.03
2013Summary only. Only limited summary data is available for this year.$1.45$0.00$0.04$0.11$0.07
2012Summary only. Only limited summary data is available for this year.$1.53$0.00$0.07$0.11$0.04
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$0.08$0.11$0.03
Peer Organizations

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