Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2014 • EIN 27-0810112
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
23rd percentile
Higher net margin than 23% of similar nonprofits.
Top Officer Pay
87th percentile
Higher top officer pay than 87% of similar nonprofits.
Top officer pay equals 31.4% of source-year revenue.
Asset Growth
28th percentile
Faster asset growth than 28% of similar nonprofits.
Revenue Growth
61st percentile
Faster revenue growth than 61% of similar nonprofits.
Assets
Down$286,057
Down $51,215 (-15%) from 2012
Net Assets
Down$286,057
Down $50,394 (-15%) from 2012
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Up$99,313
Up $24,504 (+33%) from 2012
Expenses
Up$113,885
Up $34,737 (+44%) from 2012
Net Income
Down-$14,572
Down $10,233 (-236%) from 2012
See Schedule O
| Description | Grants | Expenses |
|---|---|---|
| SEE SCHEDULE O | $74,427 | $39,548 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SUSAN BOWERS | Executive Director | PT | $31,154 | - | $31,154 |
| DR TRACY DAVIDIAN | President | - | $0 | - | - |
| DR DAN DAVIDIAN | Vice President | - | $0 | - | - |
| DR EDWARD DAVIDIAN | Board Member | - | $0 | - | - |
| BETH MURGITROYD | Board Member | - | $0 | - | - |
| DR ANITA WELLS | Board Member | - | $0 | - | - |
| KRISTI MCKEOWN | Board Member | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Annual Gala | $84,728 | $84,728 | $37,020 | $47,708 |
| Total Events | $84,728 | $84,728 | $37,020 | $47,708 |
“(A)Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal enefit contract? NO (B)Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? NO”
“Form 990EZ Part III Organization's Primary Exempt Purpose - The 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.”
“Form 990EZ, Part III, Line 28 Statement of Program Service Accomplishments - The Helene Foundation was able to assist 30 mothers who are/were fighting cancer in 2014. We were able to help their families feel a little bit of normalcy during what may have been the most difficult time of their lives. The Helene Foundation, through generous doners, was able to raise enough funds to assist with the following comforts for many of the 30 families: biweekly house cleaning, bi weekly food service, weekly child tutoring, weekly childcare, transportation costs, comfort boxes, and extra curricular activities for their children.”
“To support women in cancer treatment recovery support to multiple individuals patients in 74427.”
“Bank fees 438. Office expenses 850. Dues & subscriptions 150. Travel & meetings 388. Credit card fee 1349.”
“PAYROLL LIABILITIES 862.”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SUSAN BOWERS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8778295500 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 10804 Ashland Mill Court |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Raleigh |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27617 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 301491 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 286057 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 51254 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -14572 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2599 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 301491 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 286057 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 84727 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 74427 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 136333 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 352 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 300629 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 286057 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 300629 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 286057 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 22.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 31154 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DR TRACY DAVIDIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DR DAN DAVIDIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DR EDWARD DAVIDIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BETH MURGITROYD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DR ANITA WELLS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KRISTI MCKEOWN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | SUSAN BOWERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Executive Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 3175 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | See Schedule O |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SEE SCHEDULE O |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 74427 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 39548 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 33684 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 37020 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 47707 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 862 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 113885 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 39548 |
| IRS990EZ/TotalRevenueAmt | 0 | 99313 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.HeleneFoundation.com |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 51254 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 48802 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 41942 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 181537 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 191104 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 514639 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 352 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 412 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1208 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 756 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 745 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 3473 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 84727 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 71087 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 63156 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 91425 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 7950 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 318345 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 352 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 412 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1208 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 756 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 745 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 3473 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 832984 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 135981 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 119889 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 105098 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 272962 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 199054 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 832984 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 836457 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 37020 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Annual Gala |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 84728 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 84728 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 84728 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 84728 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 47708 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 37020 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 37020 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | (A)Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal enefit contract? NO (B)Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? NO |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Form 990EZ Part III Organization's Primary Exempt Purpose - The 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Form 990EZ, Part III, Line 28 Statement of Program Service Accomplishments - The Helene Foundation was able to assist 30 mothers who are/were fighting cancer in 2014. We were able to help their families feel a little bit of normalcy during what may have been the most difficult time of their lives. The Helene Foundation, through generous doners, was able to raise enough funds to assist with the following comforts for many of the 30 families: biweekly house cleaning, bi weekly food service, weekly child tutoring, weekly childcare, transportation costs, comfort boxes, and extra curricular activities for their children. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO SUPPORT WOMEN IN CANCER TREATMENT RECOVERY SUPPORT TO MULTIPLE INDIVIDUALS PATIENTS IN 74427. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | BANK FEES 438. OFFICE EXPENSES 850. DUES & SUBSCRIPTIONS 150. TRAVEL & MEETINGS 388. CREDIT CARD FEE 1349. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PAYROLL LIABILITIES 862. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt V, PBC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DR TRACY DAVIDIAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9192807800 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-12-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Helene Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HELE |
| ReturnHeader/Filer/EIN | 0 | 270810112 |
| ReturnHeader/Filer/PhoneNum | 0 | 9192807800 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 13200 Strickland Road |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Raleigh |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27613 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | COURTNEY C CAMPBELL CPA PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO Box 1346 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CARY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 275121346 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9194651265 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-12-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | COURTNEY C CAMPBELL CPA |
| ReturnHeader/ReturnTs | 0 | 2015-12-04T10:47:36-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.