Civic Intelligence

The Helmar Foundation C/O Friedman LLP

990PF • Fiscal year 2017 • EIN 13-7097803

May 01, 2016 to Apr 30, 2017 • Filed on Aug 28, 2017

100 Eagle Rock Ave No 200East Hanover, NJ 07936

(973) 929-3500

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

3rd percentile

-157%

Higher net margin than 3% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Down

$706,632

Down $27,331 (-3.7%) from 2016

Net Assets

Down

$706,632

Down $27,331 (-3.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$16,774

Up $25,654 (+289%) from 2016

Expenses

Up

$43,105

Up $4,447 (+12%) from 2016

Net Income

Up

-$26,331

Up $21,207 (+45%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$706,632
Liabilities$0
Net Assets$706,632

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$16,774
Expenses$43,105
Net Income-$26,331
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Aug 28, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

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

Filer

Filer Name
The Helmar Foundation
EIN
13-7097803
Phone
9739293500
Address
100 EAGLE ROCK AVE NO 200, EAST HANOVER, NJ 07936

Signing Officer

Name
Helene Stein
Title
Officer
Phone
9739293500
Signed
2017-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Friedman Llp
Address
100 EAGLE ROCK AVENUE STE 200, EAST HANOVER, NJ 07936
Preparer
Richard Klass
Phone
9739293500
Raw XML AppendixShowing 400 of 432 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0496129
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0223493
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIXED INCOME FUNDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AIG INC CLASS ACTION SUIT
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10THE 92ND STREET Y
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2116 E 16TH STREET 5TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3103 COLLEGERD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 PENNSYLVANIA PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5231 W 29TH ST 303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6733 3RD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt76345 TIDEWATER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8405 EAST 73RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101395 LEXINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11510 EAST 62ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1245 WYLLYS AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GAMBIER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030840
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028492
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030840
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL EXCISE TAX DEDUCTED ON BOOKS NOT ON TAX RETURN.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01411
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01411
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FILING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HELENE STEIN

Document Assets

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Filings

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