Civic Intelligence

Helene Foundation

990EZ • Fiscal year 2012 • EIN 27-0810112

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 12, 2013

Organization Profilewww.HeleneFoundation.com
13200 Strickland Road 114-30827613
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2012 filings • NTEE G • <$500k nonprofits • Source year 2012

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2012 filings • NTEE G • <$500k nonprofits • Source year 2012

Net Margin

36th percentile

-5.8%

Higher net margin than 36% of similar nonprofits.

2012 filings • NTEE G • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

47th percentile

-1.0%

Faster asset growth than 47% of similar nonprofits.

2012 filings • NTEE G • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

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

Source year 2012

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$337,272

Down $3,518 (-1.0%) from 2011

Net Assets

Down

$336,451

Down $4,339 (-1.3%) from 2011

Liabilities

Up

$821

Up $821 from 2011

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin36th percentile

Revenue

$74,809

No earlier filing loaded for comparison.

Expenses

Up

$79,148

Up $28,125 (+55%) from 2011

Net Income

-$4,339

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$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

2012

Assets$337,272
Liabilities$821
Net Assets$336,451
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue$74,809
Expenses$79,148
Net Income-$4,339
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 12, 2013
Return Version
2012v2.0
Filing and Contact Details

Filer

EIN
27-0810112
Raw XML Appendix194 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Susan Bowers
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1KRISTI MCKEOWN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DR ANITA WELLS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Beth Murgitroyd
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4DR EDWARD DAVIDIAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5DR Dan DAVIDIAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6DR Tracy DAVIDIAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Board Member
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Board Member
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6President
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IRS990EZ/OtherExpensesTotal01396
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0The Helene Foundation is a non-profit organization dedicated to providing assistance to North Carolina families with mothers actively undergoing cancer treatments. We focus on immediate, practical support and services for mothers and families fighting cancer
IRS990EZ/PrintingPublicationsPostage02575
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0The Helene Foundation was able to assist 17 mothers who are/were fighting cancer in 2012. We were able to help their families feel a little bit of normalcy during what could have been the most difficult time of their lives. The Helene Foundation, through generous donors, was able to raise enough funds to assist for with the following comforts for many of the 17 families: biweekly house cleanings, biweekly food service, weekly child tutoring, weekly childcare, transportation costs, comfort boxes, and extra curricular activities for their children.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations030957
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IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
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IRS990EZ/ScheduleBNotRequired0X
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IRS990EZ/SpecialEventsNetIncomeLoss031659
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/EOY0821
IRS990EZ/TanningServicesProvided0false
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IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08778295500
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IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/First5Years5090X
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IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year0181537
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years0191104
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0414583
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear01208
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0756
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IRS990ScheduleO/GeneralExplanation/Explanation0Payroll Liabilities - Beginning $0 Payroll Liabilities - Ending $821
IRS990ScheduleO/GeneralExplanation/Explanation1Other Costs $46
IRS990ScheduleO/GeneralExplanation/Explanation2Supplies $212
IRS990ScheduleO/GeneralExplanation/Explanation3Operations $521
IRS990ScheduleO/GeneralExplanation/Explanation4Travel $66
IRS990ScheduleO/GeneralExplanation/Explanation5Office Expenses $526
IRS990ScheduleO/GeneralExplanation/Explanation6Advertising and Promotion $25
IRS990ScheduleO/GeneralExplanation/Explanation7| Donee's Name: 17 Families - Each Grant=$5000 | Cash Amount Given: $48192
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0270810112
ReturnHeader/Filer/Name/BusinessNameLine10HELENE FOUNDATION
ReturnHeader/Filer/NameControl0HELE
ReturnHeader/Filer/Phone08778295500
ReturnHeader/Filer/USAddress/AddressLine1013200 STRICKLAND ROAD 114-308
ReturnHeader/Filer/USAddress/City0RALEIGH
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027613
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-12
ReturnHeader/Officer/Name0DR TRACY DAVIDIAN
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Rouse CPA PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107101 Creedmoor Road Suite 124
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Raleigh
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode027613
ReturnHeader/Preparer/Name0Thomas H Norton CPA
ReturnHeader/Preparer/Phone09198411000
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-12T08:32:20-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$337,272
Liabilities
$821
Net assets
$336,451
Revenue
$74,809
Expenses
$79,148
Net income
-$4,339
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