Civic Intelligence

The Helmar Foundation

EIN 13-7097803 • Marlton, NJ

601 Rte 73 N 400Marlton, NJ 08053
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-2049%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

104%

Faster revenue growth than 90% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $696,922 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $696,922 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Up

$34,012

Up $17,328 (+104%) from 2023

Expenses

Up

$730,934

Up $671,959 (+1139%) from 2023

Net Income

Down

-$696,922

Down $654,631 (-1548%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $468,453Liabilities 2011: $0Net Assets 2011: $468,4532011Assets 2012: $452,365Liabilities 2012: $0Net Assets 2012: $452,3652012Assets 2013: $446,177Liabilities 2013: $12013Assets 2014: $427,425Liabilities 2014: $0Net Assets 2014: $427,4252014Assets 2015: $789,613Liabilities 2015: $0Net Assets 2015: $789,6132015Assets 2016: $733,963Liabilities 2016: $0Net Assets 2016: $733,9632016Assets 2017: $706,632Liabilities 2017: $0Net Assets 2017: $706,6322017Assets 2018: $682,720Liabilities 2018: $0Net Assets 2018: $682,7202018Assets 2019: $668,287Liabilities 2019: $0Net Assets 2019: $668,2872019Assets 2020: $661,845Liabilities 2020: $0Net Assets 2020: $661,8452020Assets 2021: $638,510Liabilities 2021: $0Net Assets 2021: $638,5102021Assets 2022: $738,761Liabilities 2022: $0Net Assets 2022: $738,7612022Assets 2023: $696,922Liabilities 2023: $0Net Assets 2023: $696,9222023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $31,5142011Expenses 2012: $34,9472012Revenue 2013: $30,762Expenses 2013: $36,950Net Income 2013: -$6,1882013Revenue 2014: $17,424Expenses 2014: $36,176Net Income 2014: -$18,7522014Revenue 2015: $407,169Expenses 2015: $44,981Net Income 2015: $362,1882015Revenue 2016: -$8,880Expenses 2016: $38,658Net Income 2016: -$47,5382016Revenue 2017: $16,774Expenses 2017: $43,105Net Income 2017: -$26,3312017Revenue 2018: $22,742Expenses 2018: $46,654Net Income 2018: -$23,9122018Revenue 2019: $20,417Expenses 2019: $34,850Net Income 2019: -$14,4332019Revenue 2020: $38,085Expenses 2020: $44,527Net Income 2020: -$6,4422020Revenue 2021: $20,128Expenses 2021: $42,463Net Income 2021: -$22,3352021Revenue 2022: $140,409Expenses 2022: $38,294Net Income 2022: $102,1152022Revenue 2023: $16,684Expenses 2023: $58,975Net Income 2023: -$42,2912023Revenue 2024: $34,012Expenses 2024: $730,934Net Income 2024: -$696,9222024

Highlighted filing

2024

Revenue$34,012
Expenses$730,934
Net Income-$696,922
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$34,012
Expenses
$730,934
Net income
-$696,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.34$7.31$6.97
2023Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.17$0.59$0.42
2022Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$1.40$0.38$1.02
2021Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.20$0.42$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.38$0.45$0.06
2019Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.20$0.35$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.23$0.47$0.24
2017Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.17$0.43$0.26
2016Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.09$0.39$0.48
2015Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$4.07$0.45$3.62
2014Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.17$0.36$0.19
2013Summary only. Only limited summary data is available for this year.$4.46$0.00$0.31$0.37$0.06
2012Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.35
2011Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Sep 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELENE STEINTrustee-$0--
MARILYN HAYKINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Helmar Foundation
EIN
13-7097803
Phone
8568301677
Address
601 RTE 73 N 400, MARLTON, NJ 08053

Signing Officer

Name
Helene Stein
Title
Officer
Phone
8568301677
Signed
2024-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
601 ROUTE 73 NORTH SUITE 400, MARLTON, NJ 08053
Preparer
Christi Gallagher
Phone
8568301600
Raw XML Appendix316 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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DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE- THE HAYKIN FAMILY CHARITABLE FUND
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1DANA FARBER CANCER INSTITUTE
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0361272
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt1361270
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0CASH CONTRIBUTED TO QUALIFIED CHARITY
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08568301677
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0361272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1361270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE DANA FARBER CANCER INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1450 BROOKLINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1022155450
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0722542
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021006
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019466
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0684682
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0684682
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0725154
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0684682
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0684682
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019466
LiquidationExplanationStmt/ExplanationTxt0THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION TO REPORT THE FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS IN DISSOLUTION. DURING FY 2023, THE HELMAR FOUNDATION MADE DISTRIBUTIONS OF ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED ALL OF THE FOUNDATION'S NET ASSETS OF $722,542. THIS WAS DISTRIBUTED, IN CASH, TO QUALIFIED CHARITIES EXEMPT FROM TAXES UNDER IRC. SEC 501(C)(3). THEY ARE NOT CONTROLLED BY THE FOUNDATION OF ANY DISQUALIFIED PERSONS WITH RESPECT TO THE FOUNDATION.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03054
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03054
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01310
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1180
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1BNY MELLON
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01310
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1180
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01310
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1180
TaxesSchedule/TaxesDetail/Amt0113
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0113
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HELENE STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08568301677
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELMAR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARCUM LLP
ReturnHeader/Filer/BusinessNameControlTxt0HELM
ReturnHeader/Filer/EIN0137097803
ReturnHeader/Filer/PhoneNum08568301677
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 RTE 73 N 400
ReturnHeader/Filer/USAddress/CityNm0MARLTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008053
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 ROUTE 73 NORTH SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARLTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008053
ReturnHeader/PreparerPersonGrp/PhoneNum08568301600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTI GALLAGHER
ReturnHeader/ReturnTs02024-09-12T18:51:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

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