Civic Intelligence

The Helene Foundation Inc

990PF • Fiscal year 2019 • EIN 13-6161748

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

c/o 475 Park Avenue SouthNew York, NY 10016

(212) 777-0807

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-133%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Flat

$1,964,795

Flat from 2019

Net Assets

$1,964,795

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue

Flat

$43,528

Flat from 2019

Expenses

Flat

$101,297

Flat from 2019

Net Income

Flat

-$57,769

Flat from 2019

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2019: $1,964,7952019Assets 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

2019

Assets$1,964,795
Liabilities$0
Net Assets$1,964,795

Operations Trend

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 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

2019

Revenue$43,528
Expenses$101,297
Net Income-$57,769
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth ThielensVice PresidentPT$0--
David ThielensPresident & TreasurerPT$0--
Philip McCarfthyDirectorPT$0--
James CP BerrySecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Helene Foundation Inc
EIN
13-6161748
Phone
2127770807
Address
c/o 475 Park Avenue South, New York, NY 10016

Signing Officer

Name
James Berry
Title
Officer
Phone
2127770807
Signed
2020-11-12

Preparer

Firm
Numerical LLC
Address
475 Park Ave South Ste 2100, New York, NY 10016
Preparer
Timothy McMahon
Phone
2127770807
Raw XML Appendix380 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/SummaryOfDirectChrtblActyGrp/Description4Txt0NYC Anti-Violence Project
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt020000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt015000
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt010000
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Lambda Legal
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OutRight Action Int'l
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NY Anti-Violence Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Matthew Shepard Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Trevor Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SAGE Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Comm Health Found (Callen Lorde)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0exempt
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0120 Wall Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt180 Maiden Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2240 West 35 Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3301 Thema Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt49056 Santa Monica Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt580 Maiden Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6West 18 Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Casper
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4West Hollywood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210001
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt080000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0100000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0100145
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0100145
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0180000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt080000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0100000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0280145
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0280145
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt088412
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in investmt Cost Basis due to Sales & Purch. during yr
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07041
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bernstein Asset Mgt
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1NYS Dept. Law Filing Fee
TaxesSchedule/TaxesDetail/Amt0275
TaxesSchedule/TaxesDetail/Amt1756
TaxesSchedule/TaxesDetail/CategoryTxt0NYS Charities Bureau
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0James Berry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02127770807
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELENE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0136161748
ReturnHeader/Filer/PhoneNum02127770807
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o 475 Park Avenue South
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010016
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId091E3F8EBA1D6913241FFC3E18FDF3C861288A47E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01FA735B9E49272A5BD636CB4EC77061CECE25B2B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.105.213.100
ReturnHeader/FilingSecurityInformation/IPDt02020-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:03:12
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/PreparationDt02020-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy McMahon
ReturnHeader/ReturnTs02020-11-15T16:03:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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