Civic Intelligence

The Helton Foundation

990PF • Fiscal year 2012 • EIN 20-3694022

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 07, 2013

Organization Profile
3945 Holcomb Bridge Rd Suite 20030092
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$10,772,014

Flat from 2012

Net Assets

$10,772,014

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$570,103

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $10,477,977Liabilities 2011: $219,774Net Assets 2011: $10,258,2032011Assets 2012: $10,772,014Liabilities 2012: $0Net Assets 2012: $10,772,0142012Assets 2012: $10,772,014Liabilities 2012: $12012Assets 2013: $10,704,693Liabilities 2013: $0Net Assets 2013: $10,704,6932013Assets 2014: $11,325,052Liabilities 2014: $12014Assets 2015: $11,378,927Liabilities 2015: $0Net Assets 2015: $11,378,9272015Assets 2016: $11,155,365Liabilities 2016: $0Net Assets 2016: $11,155,3652016Assets 2017: $10,867,578Liabilities 2017: $0Net Assets 2017: $10,867,5782017Assets 2018: $10,749,892Liabilities 2018: $0Net Assets 2018: $10,749,8922018Assets 2019: $10,580,861Liabilities 2019: $0Net Assets 2019: $10,580,8612019Assets 2020: $10,323,712Liabilities 2020: $0Net Assets 2020: $10,323,7122020Assets 2021: $10,216,351Liabilities 2021: $0Net Assets 2021: $10,216,3512021Assets 2022: $10,791,839Liabilities 2022: $12022Assets 2023: $9,870,359Liabilities 2023: $12023Assets 2024: $9,946,966Liabilities 2024: $1Net Assets 2024: $9,946,9652024

Highlighted filing

2012

Assets$10,772,014
Liabilities$0
Net Assets$10,772,014
Open 2012 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $212,6582011Expenses 2012: $570,1032012Revenue 2012: $1,083,914Expenses 2012: $570,103Net Income 2012: $513,8112012Revenue 2013: $535,987Expenses 2013: $603,308Net Income 2013: -$67,3212013Revenue 2014: $1,303,808Expenses 2014: $683,449Net Income 2014: $620,3592014Revenue 2015: $523,704Expenses 2015: $694,844Net Income 2015: -$171,1402015Revenue 2016: $313,410Expenses 2016: $767,069Net Income 2016: -$453,6592016Revenue 2017: $426,624Expenses 2017: $714,411Net Income 2017: -$287,7872017Revenue 2018: $597,457Expenses 2018: $715,143Net Income 2018: -$117,6862018Revenue 2019: $553,253Expenses 2019: $722,284Net Income 2019: -$169,0312019Revenue 2020: $510,056Expenses 2020: $767,205Net Income 2020: -$257,1492020Revenue 2021: $593,506Expenses 2021: $700,867Net Income 2021: -$107,3612021Revenue 2022: $1,387,722Expenses 2022: $812,235Net Income 2022: $575,4872022Revenue 2023: -$101,443Expenses 2023: $820,036Net Income 2023: -$921,4792023Revenue 2024: $745,124Expenses 2024: $668,518Net Income 2024: $76,6062024

Highlighted filing

2012

Revenue-
Expenses$570,103
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 7, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT R DAVIESDirector-$0--
MIKE MOYEDirector-$0--
RODNEY HELTONVice President-$0--
CHRISTY B HELTONSecretary-$0--
TODD L HELTONPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL CHARITABLE PURPOSES.N/ASAN FRANCISCO, CA, US$500,027
Filing and Contact Details

Filer

EIN
20-3694022
Raw XML Appendix284 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT R DAVIES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MIKE MOYE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RODNEY HELTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3CHRISTY B HELTON
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE FOUNDATION DOES NOT SUPPORT PROGRAMS UNDERTAKEN AT GOVERNMENT INITIATIVE; OR AID TO INDIVIDUALS. FURTHER, PROJECTS WHOSE PURPOSE IS PRIMARILY TO INFORM IN A GENERAL WAY OR TO STUDY OR RESEARCH AN ISSUE FOR PURPOSES OF PUBLIC EDUCATION, AND WITH LITTLE OR NO EMPHASIS ON POLICY CHANGE OR IMPLEMENTATION ARE NOT WITHIN THE HELTON FOUNDATION'S FUNDING GUIDELINES.
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TaxesSchedule/Taxes/Amount02444
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0203694022
ReturnHeader/Filer/Name/BusinessNameLine10THE HELTON FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20CO W FRANK DREWRY CPAPC
ReturnHeader/Filer/NameControl0HELT
ReturnHeader/Filer/USAddress/AddressLine103945 HOLCOMB BRIDGE RD SUITE 200
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ReturnHeader/Officer/DateSigned02013-10-07
ReturnHeader/Officer/Name0CHRISTY B HELTON
ReturnHeader/Officer/Title0Secretary
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10W Frank Drewry CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103945 Holcomb Bridge Rd NW Ste 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Norcross
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0GA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode030092
ReturnHeader/Preparer/Name0W FRANK DREWRY
ReturnHeader/Preparer/Phone07704496225
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-07T10:18:15-07:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,772,014
Liabilities
$0
Net assets
$10,772,014
Revenue
-
Expenses
$570,103
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.95$0.75$0.67$0.08
2023Summary only. Only limited summary data is available for this year.$9.87$0.00$0.10$0.82$0.92
2022Summary only. Only limited summary data is available for this year.$10.8$0.00$1.39$0.81$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$0.59$0.70$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$0.51$0.77$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$0.55$0.72$0.17
2018Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.60$0.72$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$0.43$0.71$0.29
2016Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.31$0.77$0.45
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$0.52$0.69$0.17
2014Summary only. Only limited summary data is available for this year.$11.3$0.00$1.30$0.68$0.62
2013Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.54$0.60$0.07
2012Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.57
2012Summary only. Only limited summary data is available for this year.$10.8$0.00$1.08$0.57$0.51
2011Detailed filing. Detailed filing data is available for this year.$10.5$0.22$10.3$0.21