Civic Intelligence

Helene Foundation

EIN 27-0810112 • 501(c)3 • Raleigh, NC

Profile

Providing assistance to women patients recovering from cancer treatments.

13200 Strickland Road Suite 114-308Raleigh, NC 27613

www.helenefoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.02x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.04x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

40th percentile

0.1%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$79,040

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

44th percentile

1.0%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

9.4%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$578,484

Up $5,659 (+1.0%) from 2023

Liabilities

Up

$14,258

Up $5,269 (+59%) from 2023

Net Assets

Up

$564,226

Up $390 (+0.1%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin40th percentile

Revenue

Up

$387,297

Up $33,360 (+9.4%) from 2023

Expenses

Up

$386,907

Up $38,969 (+11%) from 2023

Net Income

Down

$390

Down $5,609 (-93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $340,790Liabilities 2011: $0Net Assets 2011: $340,7902011Assets 2012: $337,272Liabilities 2012: $821Net Assets 2012: $336,4512012Assets 2014: $286,057Net Assets 2014: $286,0572014Assets 2015: $283,461Liabilities 2015: $1,156Net Assets 2015: $282,3052015Assets 2016: $257,699Liabilities 2016: $1,111Net Assets 2016: $256,5882016Assets 2017: $258,560Liabilities 2017: $7,065Net Assets 2017: $251,4952017Assets 2018: $263,319Liabilities 2018: $8,643Net Assets 2018: $254,6762018Assets 2019: $261,815Liabilities 2019: $5,594Net Assets 2019: $256,2212019Assets 2020: $339,371Liabilities 2020: $5,108Net Assets 2020: $334,2632020Assets 2021: $363,126Liabilities 2021: $3,732Net Assets 2021: $359,3942021Assets 2022: $573,021Liabilities 2022: $15,185Net Assets 2022: $557,8362022Assets 2023: $572,825Liabilities 2023: $8,989Net Assets 2023: $563,8362023Assets 2024: $578,484Liabilities 2024: $14,258Net Assets 2024: $564,2262024

Highlighted filing

2024

Assets$578,484
Liabilities$14,258
Net Assets$564,226
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $51,0232011Revenue 2012: $74,809Expenses 2012: $79,148Net Income 2012: -$4,3392012Revenue 2014: $99,313Expenses 2014: $113,885Net Income 2014: -$14,5722014Revenue 2015: $115,211Expenses 2015: $118,963Net Income 2015: -$3,7522015Revenue 2016: $110,383Expenses 2016: $136,100Net Income 2016: -$25,7172016Revenue 2017: $134,641Expenses 2017: $139,734Net Income 2017: -$5,0932017Revenue 2018: $238,993Expenses 2018: $235,812Net Income 2018: $3,1812018Revenue 2019: $290,293Expenses 2019: $288,748Net Income 2019: $1,5452019Revenue 2020: $243,170Expenses 2020: $165,128Net Income 2020: $78,0422020Revenue 2021: $204,046Expenses 2021: $178,915Net Income 2021: $25,1312021Revenue 2022: $492,489Expenses 2022: $312,067Net Income 2022: $180,4222022Revenue 2023: $353,937Expenses 2023: $347,938Net Income 2023: $5,9992023Revenue 2024: $387,297Expenses 2024: $386,907Net Income 2024: $3902024

Highlighted filing

2024

Revenue$387,297
Expenses$386,907
Net Income$390
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$578,484
Liabilities
$14,258
Net assets
$564,226
Revenue
$387,297
Expenses
$386,907
Net income
$390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.78$0.14$5.64$3.87$3.87$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.73$0.09$5.64$3.54$3.48$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.73$0.15$5.58$4.92$3.12$1.80
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.04$3.59$2.04$1.79$0.25
2020Detailed filing. Detailed filing data is available for this year.$3.39$0.05$3.34$2.43$1.65$0.78
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.06$2.56$2.90$2.89$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.63$0.09$2.55$2.39$2.36$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.59$0.07$2.51$1.35$1.40$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.01$2.57$1.10$1.36$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.01$2.82$1.15$1.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.86$2.86$0.99$1.14$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.01$3.36$0.75$0.79$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.00$3.41$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$387,297
Mission and Program Overview

Mission

Providing assistance to women patients recovering from cancer treatments.

Provides assistance to women patients recovering from cancer treatments

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$543,015$458,668▼ $84,347
Cash and Non-Interest-Bearing Accounts$29,810$119,816▲ $90,006
Total Assets$572,825$578,484▲ $5,659
Liabilities
Other Liabilities$8,989$14,258▲ $5,269
Total Liabilities$8,989$14,258▲ $5,269
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$563,836$564,226▲ $390
Total Net Assets Fund Balance$563,836$564,226▲ $390
Total Liabilities and Net Assets / Fund Balance$572,825$578,484▲ $5,659
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan BowersOfficerFT$79,040$79,040

Board Members and Trustees

NameTitle
Andrea Oakley FoxPresident
Dr Tracy DavidianVice President
Beth MurgitroydBoard Member
Dr Anita WellsBoard Member
Dr Dan DavidianBoard Member
Henry DeHartBoard Member
Kesha DozierBOARD Member
Kristi McKeownBoard Member
Teresa MerrittSecretary
Wendie HillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$382,158
Program Service Revenue
$0
Investment Income
$5,139
Other Revenue
$0
All Other Contributions
$382,158
Change in Net Assets
$390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$301,820
Salaries, Compensation, and Employee Benefits$85,087
Total Fundraising Expense$6,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$79,040-$79,040
Office Expenses-$13,372$436$13,808
Travel-$7,162-$7,162
Payroll Taxes$2,015$2,016$2,016$6,047
Fees for Services Accounting-$4,333-$4,333
Advertising--$2,190$2,190
Other Expenses$10,292-$1,376$1,376
Interest-$2-$2
Total Functional Expenses$274,964$105,925$6,018$386,907
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card$14,258
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
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 A, line 2

“Tracy Davidian (Vice President) and David Davidian (Board Member) relationship: Married.”

Form 990, Part VI, Section A, line 7A

“Members, stockholders, or other persons have no power to elect or appoint one or more members of the governing body.”

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

“Copies are distributed to members. The members discuss Form 990 during a meeting.”

Form 990, Part VI, Section B, line 15B

“The board determines reasonable compensation with input from outside accountant.”

Form 990, Part VI, Section C, line 18

“No documents available to the public.”

Form 990, Part VI, Section C, line 19

“No documents available to the public.”

Form 990, Part VII, Line 1A

“Box Checked for Part VII Line 1A”

Filing and Contact Details

Filer

Filer Name
Helene Foundation
EIN
27-0810112
Phone
9192807800
Address
13200 Strickland Road Suite 114-308, Raleigh, NC 27613

Signing Officer

Name
Susan Bowers
Title
Officer
Phone
8778295500
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Bowers
Formed
2009
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
LifeTime Tax Management LLC
Address
801 Corporate Center Drive, Raleigh, NC 27607-5243
Preparer
Rebecca Crumpler CPA
Phone
9194651265
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6

“Volunteers provide assistance to women patients recovering from cancer treatments.”

Raw XML Appendix391 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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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05139
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06879
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06879
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012018
IRS990ScheduleA/InvestmentIncomeCYPct00.00710
IRS990ScheduleA/InvestmentIncomePYPct00.00470
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99290
IRS990ScheduleA/PublicSupportPY509Pct00.99530
IRS990ScheduleA/PublicSupportTotal509Amt01668921
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0382158
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0347058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0492489
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0204046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0243170
IRS990ScheduleA/Total509Grp/TotalAmt01668921
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0387297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0353937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0492489
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0204046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0243170
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01680939
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014258
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt014258
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Volunteers provide assistance to women patients recovering from cancer treatments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Tracy Davidian (Vice President) and David Davidian (Board Member) relationship: Married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members, stockholders, or other persons have no power to elect or appoint one or more members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Copies are distributed to members. The members discuss Form 990 during a meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The board determines reasonable compensation with input from outside accountant.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Box Checked for Part VII Line 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VII, Line 1A
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0572825
IRS990/TotalAssetsEOYAmt0578484
IRS990/TotalAssetsGrp/BOYAmt0572825
IRS990/TotalAssetsGrp/EOYAmt0578484
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0382158
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06018
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0105925
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0274964
IRS990/TotalFunctionalExpensesGrp/TotalAmt0386907
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08989
IRS990/TotalLiabilitiesEOYAmt014258
IRS990/TotalLiabilitiesGrp/BOYAmt08989
IRS990/TotalLiabilitiesGrp/EOYAmt014258
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0563836
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0564226
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0274964
IRS990/TotalReportableCompFromOrgAmt079040
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05139
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0387297
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0572825
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0578484
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt07162
IRS990/TravelGrp/TotalAmt07162
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt013200 Strickland Road Suite 114-308
IRS990/USAddress/CityNm0Raleigh
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027613
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.helenefoundation.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Bowers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08778295500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Helene Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0270810112
ReturnHeader/Filer/PhoneNum09192807800
ReturnHeader/Filer/USAddress/AddressLine1Txt013200 Strickland Road Suite 114-308
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027613
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852685067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LifeTime Tax Management LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 Corporate Center Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276075243
ReturnHeader/PreparerPersonGrp/PhoneNum09194651265
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca Crumpler CPA
ReturnHeader/ReturnTs02025-08-13T15:09:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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