Civic Intelligence

The Helton Foundation

990PF • Fiscal year 2014 • EIN 20-3694022

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 14, 2015

Organization Profile
5550 Triangle ParkwayPeachtree Corners, GA 30092

(770) 449-0285

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

62nd percentile

5.8%

Faster asset growth than 62% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

143%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Flat

$11,325,052

Flat from 2014

Net Assets

$11,325,052

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin87th percentile

Revenue

Flat

$1,303,808

Flat from 2014

Expenses

Flat

$683,449

Flat from 2014

Net Income

Flat

$620,359

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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: $12012Assets 2013: $10,704,693Liabilities 2013: $0Net Assets 2013: $10,704,6932013Assets 2014: $11,325,052Liabilities 2014: $0Net Assets 2014: $11,325,0522014Assets 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

2014

Assets$11,325,052
Liabilities$0
Net Assets$11,325,052
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $212,6582011Revenue 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 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

2014

Revenue$1,303,808
Expenses$683,449
Net Income$620,359
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

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

Filer

Filer Name
The Helton Foundation
EIN
20-3694022
Address
5550 TRIANGLE PARKWAY, PEACHTREE CORNERS, GA 30092

Signing Officer

Name
Christy B Helton
Title
President
Signed
2015-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Mchugh CPA Group Inc
Address
5550 TRIANGLE PKWY STE 200, PEACHTREE CORNERS, GA 30092
Preparer
M Scott Mchugh
Phone
7704490285
Raw XML Appendix274 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TODD L HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTY B HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RODNEY HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MIKE MOYE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT R DAVIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18720 EAST 127TH COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21503 LEONA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36320 AMHURST CT 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4920 VOLUNTEER LANDING STE 100
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE 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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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CHRISTY B HELTON
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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/AppliedToCurrentYearAmt014904
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0619172
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0661028
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0634076
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0646124
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0619172
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TODD CHRISTY HELTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08720 EAST 127th COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BRIGHTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080602
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0757637
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0723653
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0STOCKS AND SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-07-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0163
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt044734
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0iNVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt044734
TaxesSchedule/TaxesDetail/Amt04472
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTY B HELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELTON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO MCHUGH CPA GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0HELT
ReturnHeader/Filer/EIN0203694022
ReturnHeader/Filer/USAddress/AddressLine1Txt05550 TRIANGLE PARKWAY
ReturnHeader/Filer/USAddress/CityNm0PEACHTREE CORNERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCHUGH CPA GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05550 TRIANGLE PKWY STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEACHTREE CORNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030092
ReturnHeader/PreparerPersonGrp/PhoneNum07704490285
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M SCOTT MCHUGH
ReturnHeader/ReturnTs02015-10-14T11:07:46-07:00
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
$11,325,052
Liabilities
$0
Net assets
$11,325,052
Revenue
$1,303,808
Expenses
$683,449
Net income
$620,359
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
2014Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.30$0.68$0.62
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
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