The Helm Foundation Inc

990PF • Fiscal year 2021 • EIN 26-0001014

Jul 01, 2020 to Jun 30, 2021 • Filed on May 15, 2022

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

-170%

Higher net margin than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

-9.1%

Faster asset growth than 8% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

-80%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,685,886

Down $168,631 (-9.1%) from 2020

Net Assets

Down

$1,685,886

Down $168,631 (-9.1%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin3rd percentile

Revenue

Down

$99,324

Down $388,938 (-80%) from 2020

Expenses

$267,955

Up $20,853 (+8.4%) from 2020

Net Income

Down

-$168,631

Down $409,791 (-170%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

Highlighted filing

2021

Assets$1,685,886

Liabilities$0

Net Assets$1,685,886

Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2021

Revenue$99,324

Expenses$267,955

Net Income-$168,631

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2020 to Jun 30, 2021
Signed: May 15, 2022
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay46th 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: 2022-05-15
Discuss with paid preparer: Yes

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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	11747
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	205000
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	42733
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	42733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	162899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	155308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	156261
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	459755
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	459755
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	636735
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	162267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	162899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	155308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	156261
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	205000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	162267
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1096490
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	934223
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	389365
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	860635
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	BUILDING
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	1250000
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	INVESTMENT ADVISORY FEE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	4
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	4
TaxesSchedule/TaxesDetail/Amt	0	17500
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX PAYMENTS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
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	2022-05-15
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	2022-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RONALD FINKELSTEIN
ReturnHeader/ReturnTs	0	2022-05-15T09:52:20-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	HELM
ReturnHeader/TaxPeriodBeginDt	0	2020-07-01
ReturnHeader/TaxPeriodEndDt	0	2021-06-30
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,685,886
Liabilities: $0
Net assets: $1,685,886
Revenue: $99,324
Expenses: $267,955
Net income: -$168,631

	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