Civic Intelligence

The Helping Foundation

990 • Fiscal year 2023 • EIN 26-1906095

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization ProfileN/A
PO Box 413Wittenberg, WI 54499

(817) 455-6985

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.90x

Higher debt load relative to assets than 93% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

100th percentile

64.61x

Higher debt load relative to revenue than 100% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-107%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-40%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$1,718,098

Up $303,251 (+21%) from 2022

Net Assets

Up

$164,659

Up $9,229 (+5.9%) from 2022

Liabilities

Up

$1,553,439

Up $294,022 (+23%) from 2022

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin3rd percentile

Revenue

Down

$24,044

Down $15,826 (-40%) from 2022

Expenses

Up

$49,736

Up $20,486 (+70%) from 2022

Net Income

Down

-$25,692

Down $36,312 (-342%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2023

Assets$1,718,098
Liabilities$1,553,439
Net Assets$164,659
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$24,044
Expenses$49,736
Net Income-$25,692
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.1
Gross Receipts
$24,044
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,348,463$1,701,684▲ $353,221
Rtn Earn Endowment Incm Other Fnds$155,430$164,659▲ $9,229
Savings and Temporary Cash Investments$19,100--
Cash and Non-Interest-Bearing Accounts$47,284$16,414▼ $30,870
Total Assets$1,414,847$1,718,098▲ $303,251
Liabilities
Escrow Account Liability$1,259,417$1,553,439▲ $294,022
Total Liabilities$1,259,417$1,553,439▲ $294,022
Net Assets / Fund Balance
Total Net Assets Fund Balance$155,430$164,659▲ $9,229
Total Liabilities and Net Assets / Fund Balance$1,414,847$1,718,098▲ $303,251

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,553,439--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Elaine M KnabPresident
Tarrie BeranVice President
Revenue and Support

Revenue Composition

Contributions and Grants
$6,518
Program Service Revenue
$0
Investment Income
$17,526
Other Revenue
$0
All Other Contributions
$6,518
Change in Net Assets
$-25,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,339
Other Expenses$3,397
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,339--$46,339
Fees for Services Accounting$0$3,005$0$3,005
Information Technology$0$196$0$196
Other Expenses$0$142$0$142
Total Functional Expenses$46,339$3,397$0$49,736
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marshfield Clinic Health SystemMarshfield, WI501(c)(3)Research and Education-
Wittenberg-birnamwood SchoolWittenberg, WISchoolDarwin E Smith Community Aquatic Center-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bc Fundraiser--$1,646-
Total Events--$1,646$-1,646
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Filing and Contact Details

Filer

Filer Name
The Helping Foundation
EIN
26-1906095
Phone
8174556985
Address
PO BOX 413, WITTENBERG, WI 54499

Signing Officer

Name
Elaine M Knab
Title
President
Phone
8174556985
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elaine M Knab
Formed
2008
Legal Domicile
TX
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
30

Preparer

Firm
Bob Kapitz CPA
Address
240897 Mitchell Ln, Athens, WI 54411
Preparer
Robert Kapitz
Phone
7154432181
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“All members review the 990 before filing”

Form 990, Part III, Line 4D

“Memorial dontation 621. 621. 0.”

Financial Statement Notes

Pt 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 lynch to manage and invest the funds on behalf of the organization. They make quarterly disbursements or as otherwise requested directly to the wittenberg-birnamwood school district.”

Raw XML Appendix353 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 LYNCH TO MANAGE AND INVEST THE FUNDS ON BEHALF OF THE ORGANIZATION. THEY MAKE QUARTERLY DISBURSEMENTS OR AS OTHERWISE REQUESTED DIRECTLY TO THE WITTENBERG-BIRNAMWOOD SCHOOL DISTRICT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMORIAL DONTATION 621. 621. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/StatesWhereCopyOfReturnIsFldCd1WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01414847
IRS990/TotalAssetsEOYAmt01718098
IRS990/TotalAssetsGrp/BOYAmt01414847
IRS990/TotalAssetsGrp/EOYAmt01718098
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06518
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03397
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046339
IRS990/TotalFunctionalExpensesGrp/TotalAmt049736
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01259417
IRS990/TotalLiabilitiesEOYAmt01553439
IRS990/TotalLiabilitiesGrp/BOYAmt01259417
IRS990/TotalLiabilitiesGrp/EOYAmt01553439
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0155430
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0164659
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0621
IRS990/TotalOtherProgSrvcGrantAmt0621
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt046339
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017526
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024044
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01414847
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01718098
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 413
IRS990/USAddress/CityNm0WITTENBERG
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054499
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELAINE M KNAB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08174556985
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELPING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELP
ReturnHeader/Filer/EIN0261906095
ReturnHeader/Filer/PhoneNum08174556985
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 413
ReturnHeader/Filer/USAddress/CityNm0WITTENBERG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054499
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bob Kapitz CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0240897 Mitchell Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Athens
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054411
ReturnHeader/PreparerPersonGrp/PhoneNum07154432181
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Kapitz
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T07:05:38-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,718,098
Liabilities
$1,553,439
Net assets
$164,659
Revenue
$24,044
Expenses
$49,736
Net income
-$25,692
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
2023Detailed filing. Detailed filing data is available for this year.$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