Civic Intelligence

The Helping Foundation

990EZ • Fiscal year 2014 • EIN 26-1906095

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 11, 2015

Organization ProfileN/A
2140 E Southlake Blvd No L-701Southlake, TX 76092-6516

(817) 455-5985

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

$174,703

No earlier filing loaded for comparison.

Net Assets

$174,703

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin88th percentile

Revenue

$42,820

No earlier filing loaded for comparison.

Expenses

$26,085

No earlier filing loaded for comparison.

Net Income

$16,735

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2014: $174,703Liabilities 2014: $0Net Assets 2014: $174,7032014Assets 2015: $158,471Liabilities 2015: $0Net Assets 2015: $158,4712015Assets 2016: $199,157Liabilities 2016: $0Net Assets 2016: $199,1572016Assets 2017: $243,321Liabilities 2017: $0Net Assets 2017: $243,3212017Assets 2018: $1,204,445Liabilities 2018: $1,009,388Net Assets 2018: $195,0572018Assets 2019: $1,622,397Liabilities 2019: $1,354,535Net Assets 2019: $267,8622019Assets 2020: $1,399,443Liabilities 2020: $1,276,492Net Assets 2020: $122,9512020Assets 2021: $1,913,353Liabilities 2021: $1,745,331Net Assets 2021: $168,0222021Assets 2022: $1,414,847Liabilities 2022: $1,259,417Net Assets 2022: $155,4302022Assets 2023: $1,718,098Liabilities 2023: $1,553,439Net Assets 2023: $164,6592023Assets 2024: $2,031,986Liabilities 2024: $1,789,496Net Assets 2024: $242,4902024

Highlighted filing

2014

Assets$174,703
Liabilities$0
Net Assets$174,703
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2014: $42,820Expenses 2014: $26,085Net Income 2014: $16,7352014Revenue 2015: $52,579Expenses 2015: $67,383Net Income 2015: -$14,8042015Revenue 2016: $62,317Expenses 2016: $25,521Net Income 2016: $36,7962016Revenue 2017: $65,189Expenses 2017: $21,025Net Income 2017: $44,1642017Revenue 2018: $46,209Expenses 2018: $71,630Net Income 2018: -$25,4212018Revenue 2019: $65,266Expenses 2019: $11,945Net Income 2019: $53,3212019Revenue 2020: -$14,432Expenses 2020: $131,411Net Income 2020: -$145,8432020Revenue 2021: $62,610Expenses 2021: $41,541Net Income 2021: $21,0692021Revenue 2022: $39,870Expenses 2022: $29,250Net Income 2022: $10,6202022Revenue 2023: $24,044Expenses 2023: $49,736Net Income 2023: -$25,6922023Revenue 2024: $20,607Expenses 2024: $272,104Net Income 2024: -$251,4972024

Highlighted filing

2014

Revenue$42,820
Expenses$26,085
Net Income$16,735
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 11, 2015
Return Version
2014v5.0
Gross Receipts
$42,820
Mission and Program Overview

Mission

To make distributions to 501(c)(3) organizations for educational, recreatonal, research, and rehabilitation purposes.

Program Services

DescriptionGrantsExpenses
CHARITABLE GRANTS MADE TO WITTENBERG/BIRNAMWOOD SCHOOL DISTRICT FOR EDUCATIONAL AND RECREATIONAL PURPOSES$23,648$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOIS CA SMITHPresident,Director-$0--
ELAINE M KNABSecretary, Treasurer, Director-$0--
VIRGINIA G CAWTHRONVice President, Director-$0--
Filing and Contact Details

Filer

Filer Name
The Helping Foundation
EIN
26-1906095
Phone
8174555985
Address
2140 E SOUTHLAKE BLVD NO L-701, SOUTHLAKE, TX 76092-6516

Signing Officer

Name
Lois CA Smith
Title
President
Phone
8174555985
Signed
2015-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Cawthron & Cawthron Pllc
Address
PO BOX 7429, WACO, TX 76714-7429
Preparer
Virginia G Cawthron
Phone
2542300003
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: charles schwab dividends. Amount: 1,046.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: non-profit. Grantee name: wittenberg/birnamwood school district. Grantee address: 400 west grand avenue wittenberg, wi 54499. Grantee relationship: none. Property description: cash. Date of gift: 07/11/14. Amount given: 23,648.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 120. Description: investment fees. Amount: 522. Description: fundraising expense. Amount: 625. Total to form 990-ez, line 16: 1,267.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain on investments. Amount: 1,493.”

Raw XML Appendix156 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0LOIS CA SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum08174556985
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02140 E SOUTHLAKE BLVD STEL-701
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTHLAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0760926516
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0156475
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0174703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt041774
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt016735
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0858
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0156475
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0174703
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023648
IRS990EZ/GrossReceiptsAmt042820
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01046
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0156475
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0174703
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0156475
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0174703
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOIS CA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELAINE M KNAB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VIRGINIA G CAWTHRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT,DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY, TREASURER, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT, DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt01493
IRS990EZ/OtherExpensesTotalAmt01267
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO MAKE DISTRIBUTIONS TO 501(C)(3) ORGANIZATIONS FOR EDUCATIONAL, RECREATONAL, RESEARCH, AND REHABILITATION PURPOSES.
IRS990EZ/PrintingPublicationsPostageAmt0312
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE GRANTS MADE TO WITTENBERG/BIRNAMWOOD SCHOOL DISTRICT FOR EDUCATIONAL AND RECREATIONAL PURPOSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023648
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt026085
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt042820
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0PUBLIC CHARITY
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041774
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt064482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt083907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0242181
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0357
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0276
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01493
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04479
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05972
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59710
IRS990ScheduleA/PublicSupportTotal170Amt0149674
IRS990ScheduleA/SubstantialContributorsTotAmt092507
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041774
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt043838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt064482
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt083907
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0242181
IRS990ScheduleA/TotalSupportAmt0250653
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CHARLES SCHWAB DIVIDENDS. AMOUNT: 1,046.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: NON-PROFIT. GRANTEE NAME: WITTENBERG/BIRNAMWOOD SCHOOL DISTRICT. GRANTEE ADDRESS: 400 WEST GRAND AVENUE WITTENBERG, WI 54499. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/11/14. AMOUNT GIVEN: 23,648.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 120. DESCRIPTION: INVESTMENT FEES. AMOUNT: 522. DESCRIPTION: FUNDRAISING EXPENSE. AMOUNT: 625. TOTAL TO FORM 990-EZ, LINE 16: 1,267.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 1,493.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOIS CA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08174555985
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELPING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELP
ReturnHeader/Filer/EIN0261906095
ReturnHeader/Filer/PhoneNum08174555985
ReturnHeader/Filer/USAddress/AddressLine1Txt02140 E SOUTHLAKE BLVD NO L-701
ReturnHeader/Filer/USAddress/CityNm0SOUTHLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0760926516
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274813908
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAWTHRON & CAWTHRON PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7429
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0767147429
ReturnHeader/PreparerPersonGrp/PhoneNum02542300003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIRGINIA G CAWTHRON
ReturnHeader/ReturnTs02015-08-11T16:42:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,703
Liabilities
$0
Net assets
$174,703
Revenue
$42,820
Expenses
$26,085
Net income
$16,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$1.79$0.24$0.02$0.27$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$1.55$0.16$0.02$0.05$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.26$0.16$0.04$0.03$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$1.75$0.17$0.06$0.04$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$1.28$0.12$0.01$0.13$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$1.35$0.27$0.07$0.01$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$1.01$0.20$0.05$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.07$0.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.06$0.03$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.05$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.04$0.03$0.02