Civic Intelligence

Helene Foundation

990EZ • Fiscal year 2016 • EIN 27-0810112

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 25, 2017

13200 Strickland RoadRaleigh, NC 27613

(919) 280-7800

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • NTEE G • <$500k nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • NTEE G • <$500k nonprofits • Source year 2016

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2016 filings • NTEE G • <$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$31,500

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 28.5% of source-year revenue.

2016 filings • NTEE G • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-9.1%

Faster asset growth than 32% of similar nonprofits.

2016 filings • NTEE G • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

-4.2%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • NTEE G • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$257,699

Down $25,762 (-9.1%) from 2015

Net Assets

Down

$256,588

Down $25,717 (-9.1%) from 2015

Liabilities

Down

$1,111

Down $45 (-3.9%) from 2015

Revenue

Down

$110,383

Down $4,828 (-4.2%) from 2015

Expenses

Up

$136,100

Up $17,137 (+14%) from 2015

Net Income

Down

-$25,717

Down $21,965 (-585%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$257,699
Liabilities$1,111
Net Assets$256,588

Operations Trend

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

2016

Revenue$110,383
Expenses$136,100
Net Income-$25,717
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 25, 2017
Return Version
2016v3.0
Gross Receipts
$157,100
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$4,500$49,258
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN BOWERSExecutive DirectorPT$31,500-$31,500
DR TRACY DAVIDIANPresident-$0--
DR DAN DAVIDIANVice President-$0--
DR EDWARD DAVIDIANBoard Member-$0--
BETH MURGITROYDBoard Member-$0--
DR ANITA WELLSBoard MemberPT$0--
KRISTI MCKEOWNBoard Member-$0--
ANNA BAIRD CHOIBoard Member-$0--
GREGG BOWLERBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$117,942$117,942$46,717$71,225
Total Events$117,942$117,942$46,717$71,225
Filing and Contact Details

Filer

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

Signing Officer

Name
Dr Tracy Davidian
Title
President
Phone
9192807800
Signed
2017-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Courtney C Campbell CPA Pa
Address
51 Kilmayne Drive Ste 201, Cary, NC 27511-7719
Preparer
Courtney C Campbell CPA
Phone
9194651265
Supplemental Narrative

Additional Explanations

Pt V, PBC

(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

Other

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.

Other

Form 990EZ, Part III, Line 28 Statement of Program Service Accomplishments - The Helene Foundation was able to assist approximately 30 mothers who are/were fighting cancer in 2015. 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.

Form 990EZ, Part I, Line 10

To support women in cancer treatment recovery; support to; multiple individuals: located in and arou

Form 990EZ, Part I, Line 16

Bank fees 2357.

Form 990EZ, Part I, Line 16

Office expenses 256.

Form 990EZ, Part I, Line 16

Dues & subscriptions 612.

Form 990EZ, Part I, Line 16

Travel & meetings 3292.

Form 990EZ, Part I, Line 16

Credit card fee 104.

Form 990EZ, Part II, Line 26

Payroll liabilities 1156. 1111.

Raw XML Appendix212 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/OfficerDirectorTrusteeEmplGrp/PersonNm0DR TRACY DAVIDIAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR EDWARD DAVIDIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETH MURGITROYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR ANITA WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTI MCKEOWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUSAN BOWERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GREGG BOWLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board member
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.HeleneFoundation.com
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0(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/ExplanationTxt1Form 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/ExplanationTxt2Form 990EZ, Part III, Line 28 Statement of Program Service Accomplishments - The Helene Foundation was able to assist approximately 30 mothers who are/were fighting cancer in 2015. 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/ExplanationTxt3TO SUPPORT WOMEN IN CANCER TREATMENT RECOVERY; SUPPORT TO; MULTIPLE INDIVIDUALS: LOCATED IN AND AROU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank fees 2357.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office expenses 256.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Dues & subscriptions 612.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Travel & meetings 3292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Credit card fee 104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Payroll liabilities 1156. 1111.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, PBC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DR TRACY DAVIDIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09192807800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Helene Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0270810112
ReturnHeader/Filer/PhoneNum09192807800
ReturnHeader/Filer/USAddress/AddressLine1Txt013200 Strickland Road
ReturnHeader/Filer/USAddress/CityNm0Raleigh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/FilingSecurityInformation/IPDt02017-08-24
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ReturnHeader/FilingSecurityInformation/IPTm011:50:05
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COURTNEY C CAMPBELL CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt051 Kilmayne Drive Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cary
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275117719
ReturnHeader/PreparerPersonGrp/PhoneNum09194651265
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COURTNEY C CAMPBELL CPA
ReturnHeader/ReturnTs02017-08-24T11:50:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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