The Helton Foundation

990PF • Fiscal year 2016 • EIN 20-3694022

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 14, 2017

Organization Profile

Refreshing map…

5550 Triangle Parkway Suite 200Peachtree Corners, GA 30092

(303) 941-8657

Siviq Scores

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

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

-145%

Higher net margin than 4% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

-2.0%

Faster asset growth than 30% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

-40%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets13th percentile

Assets

Down

$11,155,365

Down $223,562 (-2.0%) from 2015

Net Assets

Down

$11,155,365

Down $223,562 (-2.0%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue12th percentile Net Margin4th percentile

Revenue

Down

$313,410

Down $210,294 (-40%) from 2015

Expenses

$767,069

Up $72,225 (+10%) from 2015

Net Income

Down

-$453,659

Down $282,519 (-165%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2016

Assets$11,155,365

Liabilities$0

Net Assets$11,155,365

Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

Highlighted filing

2016

Revenue$313,410

Expenses$767,069

Net Income-$453,659

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Aug 14, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay19th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TODD L HELTON	President	-	$0	-	-
CHRISTY B HELTON	Secretary	-	$0	-	-
RODNEY HELTON	Vice President	-	$0	-	-
MIKE MOYE	Director	-	$0	-	-
ROBERT R DAVIES	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Helton Foundation
EIN: 20-3694022
Phone: 3039418657
Address: 5550 TRIANGLE PARKWAY SUITE 200, PEACHTREE CORNERS, GA 30092

Signing Officer

Name: Christy B Helton
Title: President
Signed: 2017-08-14
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 CPA Pfs Cgma
Phone: 7704490285

Raw XML Appendix297 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/NetInvestmentIncomeAmt	0	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	10847778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	12951180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	STOCKS AND SECURITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	12982186
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	197877
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	4	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	TODD L HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	CHRISTY B HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	RODNEY HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	MIKE MOYE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	ROBERT R DAVIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	6320 AMHURST CT 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	4	920 VOLUNTEER LANDING STE 100
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	BRIGHTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	LENOIR CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	NORCROSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	4	KNOXVILLLE
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	30092
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	TODD HELTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7704496225
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	GRANT OR CONTRIBUTION REQUESTS SHOULD BE IN WRITING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	THE HELTON FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	8720 EAST 127TH COURT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	BRIGHTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	80206
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	THE 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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	TODD L HELTON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	CHRISTY B HELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	680000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	19461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL CHARITABLE PURPOSES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1010 MONTGOMERY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1010 MONTGOMERY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	94104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	699461
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3435
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	19461
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	676565
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	642017
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	19461
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	699461
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	19461
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	19461
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	638582
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	676565
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	669
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	43243
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	iNVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	43243
TaxesSchedule/TaxesDetail/Amt	0	12555
TaxesSchedule/TaxesDetail/Amt	1	2111
TaxesSchedule/TaxesDetail/Amt	2	6395
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	2	PENALTIES
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CHRISTY B HELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE HELTON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CO MCHUGH CPA GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt	0	HELT
ReturnHeader/Filer/EIN	0	203694022
ReturnHeader/Filer/PhoneNum	0	3039418657
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5550 TRIANGLE PARKWAY SUITE 200
ReturnHeader/Filer/USAddress/CityNm	0	PEACHTREE CORNERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	GA
ReturnHeader/Filer/USAddress/ZIPCd	0	30092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MCHUGH CPA GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5550 TRIANGLE PKWY STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PEACHTREE CORNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	30092
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7704490285
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	M SCOTT MCHUGH CPA PFS CGMA
ReturnHeader/ReturnTs	0	2017-08-14T11:38:24-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $11,155,365
Liabilities: $0
Net assets: $11,155,365
Revenue: $313,410
Expenses: $767,069
Net income: -$453,659

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
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