Civic Intelligence

The Helping Foundation

990 • Fiscal year 2018 • EIN 26-1906095

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

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

(817) 455-5985

Siviq Scores

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

Liabilities / Assets

89th percentile

0.84x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

99th percentile

21.84x

Higher debt load relative to revenue than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

6th percentile

-55%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

99th percentile

395%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,204,445

Up $961,124 (+395%) from 2017

Net Assets

Down

$195,057

Down $48,264 (-20%) from 2017

Liabilities

Up

$1,009,388

Up $1,009,388 from 2017

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin6th percentile

Revenue

Down

$46,209

Down $18,980 (-29%) from 2017

Expenses

Up

$71,630

Up $50,605 (+241%) from 2017

Net Income

Down

-$25,421

Down $69,585 (-158%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2018

Assets$1,204,445
Liabilities$1,009,388
Net Assets$195,057
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

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

2018

Revenue$46,209
Expenses$71,630
Net Income-$25,421
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$184,710
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$173,414$1,135,793▲ $962,379
Rtn Earn Endowment Incm Other Fnds$243,321$195,057▼ $48,264
Cash and Non-Interest-Bearing Accounts$59,528$36,974▼ $22,554
Savings and Temporary Cash Investments-$31,678-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$243,321$1,204,445▲ $961,124
Other Assets Total$10,379$0▼ $10,379
Liabilities
Escrow Account Liability-$1,009,388-
Total Liabilities$0$1,009,388▲ $1,009,388
Net Assets / Fund Balance
Total Net Assets Fund Balance$243,321$195,057▼ $48,264
Total Liabilities and Net Assets / Fund Balance$243,321$1,204,445▲ $961,124

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$982,605--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Lois CA Smith Passed Away 10-2018President
Virginia G CawthronVice President
Elaine M KnabSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,167
Program Service Revenue
$0
Investment Income
$1,904
Other Revenue
$10,138
All Other Contributions
$29,329
Change in Net Assets
$-25,421
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,532
Other Expenses$19,098
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,532--$52,532
Fees for Services Legal-$13,996-$13,996
Fees for Services Accounting-$3,201-$3,201
Fees for Service Investment Mgmnt Fees-$1,619-$1,619
Other Expenses-$282-$282
Total Functional Expenses$52,532$19,098$0$71,630
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wittenberg-birnamwood School DistrictWittenberg, WISchoolDarwin E Smith Community Aquatic Center$40,932
Marshfield Clinic Helath System FoundationMarshfield, WI501(c)(3)Marshfield Cancer Center$11,300
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,959
Fundraising Direct Expenses$14,821
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Breast Cancer Awareness Fundraiser$18,312$13,474$11,953$1,521
Concert for Pool$9,465$9,465$2,868$6,597
Total Events$29,797$24,959$14,821$10,138
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“All members review the 990 before filing”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

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

Signing Officer

Name
Elaine M Knab
Title
Treasurer & Secretary
Phone
8174555985
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elaine M Knab
Formed
2008
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
7

Preparer

Firm
Wipfli Llp
Address
PO BOX 8010, WAUSAU, WI 54402-8010
Preparer
Mary a Coates CPA
Phone
7158453111
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“An investment account was set up for the wittenberg-birnamwood school district fund 80 account to be used solely for the darwin e. Smith community aquatic center and managed by the foundation. The fund 80 funds of wittenberg-birnamwood school district remain in control of the school district. The foundation utilizes merrill lynchto manage and invest the funds on the behalf of the organization. They make quarterly disbursements or as otherwise requested directly to the wittenberg-birnamwood school district.”

Raw XML Appendix371 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AN INVESTMENT ACCOUNT WAS SET UP FOR THE WITTENBERG-BIRNAMWOOD SCHOOL DISTRICT FUND 80 ACCOUNT TO BE USED SOLELY FOR THE DARWIN E. SMITH COMMUNITY AQUATIC CENTER AND MANAGED BY THE FOUNDATION. THE FUND 80 FUNDS OF WITTENBERG-BIRNAMWOOD SCHOOL DISTRICT REMAIN IN CONTROL OF THE SCHOOL DISTRICT. THE FOUNDATION UTILIZES MERRILL LYNCHTO MANAGE AND INVEST THE FUNDS ON THE BEHALF OF THE ORGANIZATION. THEY MAKE QUARTERLY DISBURSEMENTS OR AS OTHERWISE REQUESTED DIRECTLY TO THE WITTENBERG-BIRNAMWOOD SCHOOL DISTRICT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt011300
IRS990ScheduleI/RecipientTable/CashGrantAmt140932
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1SCHOOL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MARSHFIELD CANCER CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DARWIN E SMITH COMMUNITY AQUATIC CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARSHFIELD CLINIC HELATH SYSTEM FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WITTENBERG-BIRNAMWOOD SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0812822823
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01000 N OAK AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1400 W GRAND AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MARSHFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WITTENBERG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054449
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd154499
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS REVIEW THE 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0243321
IRS990/TotalAssetsEOYAmt01204445
IRS990/TotalAssetsGrp/BOYAmt0243321
IRS990/TotalAssetsGrp/EOYAmt01204445
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt034167
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019098
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052532
IRS990/TotalFunctionalExpensesGrp/TotalAmt071630
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01009388
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01009388
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0243321
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0195057
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt052532
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012042
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046209
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0243321
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01204445
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02140 E SOUTHLAKE BLVD NO L-701
IRS990/USAddress/CityNm0SOUTHLAKE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076092
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELAINE M KNAB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08174555985
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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/ZIPCd076092
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08C6700BA2289AFF4DA35F5CBAFA36D123994248C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA1B6B71409BCBA719E7BBFC6116F39ABC0DB0A7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.50.56.238
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:39:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUSAU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0544028010
ReturnHeader/PreparerPersonGrp/PhoneNum07158453111
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY A COATES CPA
ReturnHeader/ReturnTs02019-11-15T08:04:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,204,445
Liabilities
$1,009,388
Net assets
$195,057
Revenue
$46,209
Expenses
$71,630
Net income
-$25,421
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
2018Detailed filing. Detailed filing data is available for this year.$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