Liabilities / Assets
74th percentile
Higher debt load relative to assets than 74% of similar nonprofits.
Helene Foundation
990 • Fiscal year 2018 • EIN 27-0810112
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.03x
Liabilities / Revenue
78th percentile
Higher debt load relative to revenue than 78% of similar nonprofits.
Net Margin
45th percentile
Higher net margin than 45% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 16.9% of source-year revenue.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
84th percentile
Faster revenue growth than 84% of similar nonprofits.
Balance Sheet
Assets
Up$263,319
Up $4,759 (+1.8%) from 2017
Net Assets
Up$254,676
Up $3,181 (+1.3%) from 2017
Liabilities
Up$8,643
Up $1,578 (+22%) from 2017
Revenue And Expenses
Revenue
Up$238,993
Up $104,352 (+78%) from 2017
Expenses
Up$235,812
Up $96,078 (+69%) from 2017
Net Income
Up$3,181
Up $8,274 (+162%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Jan 1, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $238,993
Mission and Program Overview
Mission
Provides assistance to women patients recovering from cancer treatments.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $258,560 | $263,319 | ▲ $4,759 |
| Rtn Earn Endowment Incm Other Fnds | $251,495 | $254,676 | ▲ $3,181 |
| Total Assets | $258,560 | $263,319 | ▲ $4,759 |
| Liabilities | |||
| Other Liabilities | $7,065 | $8,643 | ▲ $1,578 |
| Total Liabilities | $7,065 | $8,643 | ▲ $1,578 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $251,495 | $254,676 | ▲ $3,181 |
| Total Liabilities and Net Assets / Fund Balance | $258,560 | $263,319 | ▲ $4,759 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Susan Bowers | Executive Director | PT | $40,385 | $40,385 |
Board Members and Trustees
| Name | Title |
|---|---|
| Dr Tracy Davidian | President |
| Dr Dan Davidian | Vice President |
| Andrea Oakley Fox | Board Member |
| Anna Baird Choi | Board Member |
| Beth Murgitroyd | Board Member |
| Carolyn Menedez | Board Member |
| Dr Anita Wells | Board Member |
| Dr Dave Davidian | Board Member |
| Jennifer Hoverstad | Board Member |
| Kristi McKeown | Board Member |
| Teresa Merritt | Board Member |
| Wendie Hill | Board Member |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $238,527
- Program Service Revenue
- $0
- Investment Income
- $466
- Other Revenue
- $0
- All Other Contributions
- $99,580
- Change in Net Assets
- $3,181
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Total Fundraising Expense | $117,482 |
| Other Expenses | $110,707 |
| Grants and Similar Amounts Paid | $73,433 |
| Salaries, Compensation, and Employee Benefits | $51,672 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $73,433 | - | - | $73,433 |
| Current Officers, Directors, Trustees, and Key Employees | $16,000 | $16,000 | $16,000 | $48,000 |
| Payroll Taxes | $1,224 | $1,224 | $1,224 | $3,672 |
| Office Expenses | $0 | $3,179 | $0 | $3,179 |
| Fees for Services Other | $0 | $0 | $1,670 | $1,670 |
| Fees for Services Accounting | $0 | $1,618 | $0 | $1,618 |
| Conferences and Meetings | $0 | $1,515 | $0 | $1,515 |
| Advertising | $0 | $575 | $0 | $575 |
| Other Expenses | $0 | $155 | $0 | $155 |
| Total Functional Expenses | $90,657 | $27,673 | $117,482 | $235,812 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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
| Liability | Amount |
|---|---|
| Credit Card | $7,257 |
| Payroll Taxes | $1,386 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- 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
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
- 2019-01-01
- Discuss with paid preparer
- Yes
Organization Details
- Formed
- 2009
- Legal Domicile
- Nc
- Voting Board Members
- 13
- Independent Board Members
- 12
- Employees
- 1
- Volunteers
- 25
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.”
Pt VI, Line 2
“Tracy Davidian, Founder and Board President, is married to Dan Davidian. Dan Davidian and Dave Davidian are brothers.”
Pt VI, Line 11B
“Reviewed by board prior to filing.”
Pt VI, Line 8B
“N/A no committees have the authority to acto on behalf of the governing body.”
Pt VI, Line 15B
“The board determines reasonable compensation with input from outside accountant.”
Raw XML AppendixShowing 400 of 425 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.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | Provides assistance to women patients recovering from cancer treatments. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 0 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 575 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 575 |
| IRS990/AllOtherContributionsAmt | 0 | 99580 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Susan Bowers |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8778295500 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 10804 Ashland Mill Court |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Raleigh |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27617 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 258560 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 263319 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 16000 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 16000 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 16000 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 48000 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 1515 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 1515 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 238527 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 73433 |
| IRS990/CYInvestmentIncomeAmt | 0 | 466 |
| IRS990/CYOtherExpensesAmt | 0 | 110707 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 3181 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 51672 |
| IRS990/CYTotalExpensesAmt | 0 | 235812 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 117482 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 238993 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | Direct Support and Grants |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 1 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 90657 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1618 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1618 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 1670 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 1670 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 22.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Dr Tracy Davidian |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Dr Dan Davidian |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Dr Dave Davidian |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Beth Murgitroyd |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Dr Anita Wells |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Kristi McKeown |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Susan Bowers |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Anna Baird Choi |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Andrea Oakley Fox |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Teresa Merritt |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Carolyn Menedez |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Jennifer Hoverstad |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Wendie Hill |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 40385 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Executive Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Board Member |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2009 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 13 |
| IRS990/GrantAmt | 0 | 0 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 73433 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 73433 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 238993 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 12 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 466 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NC |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | false |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MiscellaneousRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/MissionDesc | 0 | Provides assistance to women patients recovering from cancer treatments. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 251495 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 254676 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 3179 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 3179 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | gala expenses |
| IRS990/OtherExpensesGrp/Desc | 1 | bank fees |
| IRS990/OtherExpensesGrp/Desc | 2 | dues and payroll processing |
| IRS990/OtherExpensesGrp/Desc | 3 | facilities and equipment |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 98588 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 546 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 2861 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 155 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 0 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 98588 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 546 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2861 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 155 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 7065 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 8643 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 1224 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 1224 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 1224 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 3672 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | Dr Tracy Davidian |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 198212 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 54576 |
| IRS990/PYOtherExpensesAmt | 0 | 149080 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -5444 |
| IRS990/PYTotalExpensesAmt | 0 | 203656 |
| IRS990/PYTotalRevenueAmt | 0 | 198212 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 3181 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RelatedOrganizationsAmt | 0 | 138947 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 99580 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 251495 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 254676 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 99580 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 74389 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 38806 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 107041 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 51254 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 371070 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 352 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 352 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 350 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 352 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 1406 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 138947 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 123823 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 117942 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 49156 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 84727 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 514595 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 352 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 352 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 350 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 352 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 1406 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00160 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00240 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99840 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99760 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 885665 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 238527 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 198212 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 156748 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 156197 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 135981 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 885665 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 887071 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 7257 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 1386 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Credit Card |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Payroll Taxes |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 8643 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 0 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| 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 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/ExplanationTxt | 3 | Tracy Davidian, Founder and Board President, is married to Dan Davidian. Dan Davidian and Dave Davidian are brothers. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Reviewed by board prior to filing. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | N/A no committees have the authority to acto on behalf of the governing body. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | The board determines reasonable compensation with input from outside accountant. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt V, PBC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt VI, Line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Pt VI, Line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Pt VI, Line 15b |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 258560 |
| IRS990/TotalAssetsEOYAmt | 0 | 263319 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 258560 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 263319 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 238527 |
| IRS990/TotalEmployeeCnt | 0 | 1 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 117482 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 27673 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 90657 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 235812 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 7065 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 8643 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 7065 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 8643 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 251495 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 254676 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 90657 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 40385 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 466 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 238993 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 25 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 258560 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 263319 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/USAddress/AddressLine1Txt | 0 | 13200 Strickland Road |
| IRS990/USAddress/CityNm | 0 | Raleigh |
| IRS990/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990/USAddress/ZIPCd | 0 | 27613 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 13 |
| IRS990/VotingMembersIndependentCnt | 0 | 12 |
| IRS990/WebsiteAddressTxt | 0 | www.helenefoundation.com |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| 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 | 2019-01-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Helene Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HELE |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $263,319
- Liabilities
- $8,643
- Net assets
- $254,676
- Revenue
- $238,993
- Expenses
- $235,812
- Net income
- $3,181