The Helm Foundation Inc

990PF • Fiscal year 2020 • EIN 26-0001014

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

Organization Profile

c/o MARCUM LLP-10 MELVILLE PARK RdMelville, NY 11747

(631) 414-4000

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.

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

49%

Higher net margin than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

15%

Faster asset growth than 73% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

221%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

$1,854,517

Up $241,160 (+15%) from 2019

Net Assets

$1,854,517

Up $241,160 (+15%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin87th percentile

Revenue

$488,262

Up $336,282 (+221%) from 2019

Expenses

Down

$247,102

Down $3,803 (-1.5%) from 2019

Net Income

$241,160

Up $340,085 (+344%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

Highlighted filing

2020

Assets$1,854,517

Liabilities$0

Net Assets$1,854,517

Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

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

Highlighted filing

2020

Revenue$488,262

Expenses$247,102

Net Income$241,160

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2019 to Jun 30, 2020
Signed: May 15, 2021
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay44th 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 MARCUM LLP-10 MELVILLE PARK Rd, MELVILLE, NY 11747

Signing Officer

Name: Scott Helm
Title: Director
Phone: 6314144000
Signed: 2021-05-15

Preparer

Firm: Marcum Llp
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/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	C/O MARCUMLLP- 10 MELVILLE PARK ROA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MELVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	11747
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	SCOTT HELM
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6314144000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	n/a
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	SCOTT HELM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Chesapeake Shakespeare Company
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	7 SOUTH CALVERT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	21202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	200000
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	38051
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	38051
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	155308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	156261
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	459755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	44841
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	44841
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	934223
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	162899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	155308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	156261
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	459755
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	200950
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	162899
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	979064
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	816165
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	343910
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	906090
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	BUILDING
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	1250000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	STATE DEPT OF ASSESSMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	650
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	300
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	45
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	45
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	650
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	157
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER NONTAXABLE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	495
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	495
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SCOTT HELM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6314144000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-05-15
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 MARCUM LLP-10 MELVILLE PARK Rd
ReturnHeader/Filer/USAddress/CityNm	0	MELVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	11747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MARCUM LLP
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	2021-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RONALD FINKELSTEIN
ReturnHeader/ReturnTs	0	2021-05-14T21:13:24-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-07-01
ReturnHeader/TaxPeriodEndDt	0	2020-06-30
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,854,517
Liabilities: $0
Net assets: $1,854,517
Revenue: $488,262
Expenses: $247,102
Net income: $241,160

	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