The Helm Foundation Inc

EIN 26-0001014 • Melville, NY

C/O Cbiz Llc -10 Melville Park RdMelville, NY 11747

Siviq Scores

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

0.00x

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

$1M-$5M nonprofits • Source year 2024

0.00x

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

$1M-$5M nonprofits • Source year 2024

-215%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

-2.4%

Faster asset growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

-3.1%

Faster revenue growth than 30% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets32nd percentile

Assets

Down

$1,245,203

Down $31,061 (-2.4%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$1,245,203

Down $31,061 (-2.4%) from 2023

Operations

Liabilities / Revenue33rd percentile Net Margin3rd percentile

Revenue

Down

$14,454

Down $457 (-3.1%) from 2023

Expenses

Down

$45,515

Down $579 (-1.3%) from 2023

Net Income

-$31,061

Up $122 (+0.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2024

Assets$1,245,203

Liabilities$0

Net Assets$1,245,203

Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

Highlighted filing

2024

Revenue$14,454

Expenses$45,515

Net Income-$31,061

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $1,245,203
Liabilities: $0
Net assets: $1,245,203
Revenue: $14,454
Expenses: $45,515
Net income: -$31,061

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.25	$0.00	$1.25	$0.01	$0.05	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$1.28	$0.00	$1.28	$0.01	$0.05	$0.03
2022Detailed filing. Detailed filing data is available for this year.	$1.31	$0.00	$1.31	$0.11	$0.48	$0.38
2021Detailed filing. Detailed filing data is available for this year.	$1.69	$0.00	$1.69	$0.10	$0.27	$0.17
2020Detailed filing. Detailed filing data is available for this year.	$1.85	$0.00	$1.85	$0.49	$0.25	$0.24
2019Detailed filing. Detailed filing data is available for this year.	$1.61	$0.00	$1.61	$0.15	$0.25	$0.10

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jul 1, 2023 to Jun 30, 2024
Signed: Nov 15, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay47th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Lesley Malin Helm	President	-	$0	-	-
Scott Helm	VP, Secretary And Treasurer	-	$0	-	-
Gladys M Helm	Director	-	$0	-	-
JoAnne C Malin	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Helm Foundation Inc
EIN: 26-0001014
In Care Of: % SCOTT HELM
Phone: 6314144000
Address: C/O CBIZ LLC -10 MELVILLE PARK RD, MELVILLE, NY 11747

Signing Officer

Name: Scott Helm
Title: Director
Phone: 6314144000
Signed: 2024-11-15
Discuss with paid preparer: Yes

Preparer

Firm: CBIZ Advisors LLC
Address: 10 MELVILLE PARK RD, MELVILLE, NY 11747
Preparer: Ronald Finkelstein
Phone: 6314144000

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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/UndistributedIncomeGrp/ExcessFromYear2Amt	0	408337
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	162267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	162899
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	0
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	837258
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	864728
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	525730
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	724270
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	BUILDING
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	1250000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	60
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	60
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX PAYMENTS
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SCOTT HELM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6314144000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE HELM FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	HELM
ReturnHeader/Filer/EIN	0	260001014
ReturnHeader/Filer/InCareOfNm	0	% SCOTT HELM
ReturnHeader/Filer/PhoneNum	0	6314144000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O CBIZ LLC -10 MELVILLE PARK RD
ReturnHeader/Filer/USAddress/CityNm	0	MELVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	11747
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CBIZ Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	10 MELVILLE PARK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11747
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6314144000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RONALD FINKELSTEIN
ReturnHeader/ReturnTs	0	2024-11-14T10:51:34-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-07-01
ReturnHeader/TaxPeriodEndDt	0	2024-06-30
ReturnHeader/TaxYr	0	2023

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