Civic Intelligence

Helene Foundation

990 • Fiscal year 2019 • EIN 27-0810112

Jan 01, 2019 to Dec 31, 2019 • Filed on Jan 01, 2020

Organization ProfileWWW.HELENEFOUNDATION.COM
13200 Strickland Road Ste 114-308Raleigh, NC 27613

(919) 280-7800

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.02x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • NTEE G • <$500k nonprofits • Source year 2019

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

2019 filings • NTEE G • <$500k nonprofits • Source year 2019

Net Margin

39th percentile

0.5%

Higher net margin than 39% of similar nonprofits.

2019 filings • NTEE G • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$48,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2019 filings • NTEE G • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-0.6%

Faster asset growth than 40% of similar nonprofits.

2019 filings • NTEE G • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

21%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • NTEE G • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$261,815

Down $1,504 (-0.6%) from 2018

Net Assets

Up

$256,221

Up $1,545 (+0.6%) from 2018

Liabilities

Down

$5,594

Down $3,049 (-35%) from 2018

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin39th percentile

Revenue

Up

$290,293

Up $51,300 (+21%) from 2018

Expenses

Up

$288,748

Up $52,936 (+22%) from 2018

Net Income

Down

$1,545

Down $1,636 (-51%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2019

Assets$261,815
Liabilities$5,594
Net Assets$256,221
Open 2019 Filing

Operations Trend

Revenue Growth65th percentile

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

2019

Revenue$290,293
Expenses$288,748
Net Income$1,545
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jan 1, 2020
Return Version
2019v5.0
Gross Receipts
$290,293
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
Cash and Non-Interest-Bearing Accounts$263,319$261,815▼ $1,504
Rtn Earn Endowment Incm Other Fnds$254,676$256,221▲ $1,545
Total Assets$263,319$261,815▼ $1,504
Liabilities
Other Liabilities$8,643$5,594▼ $3,049
Total Liabilities$8,643$5,594▼ $3,049
Net Assets / Fund Balance
Total Net Assets Fund Balance$254,676$256,221▲ $1,545
Total Liabilities and Net Assets / Fund Balance$263,319$261,815▼ $1,504
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan BowersExecutive DiPT$48,000$48,000

Board Members and Trustees

NameTitle
Dr Tracy DavidianPresident
Andrea Oakley FoxBoard Member
Beth MurgitroydBoard Member
Dr Anita WellsBoard Member
Dr Dave DavidianBoard Member
Jennifer HoverstadBoard Member
Kristi MckeownBoard Member
Teresa MerrittBoard Member
Wendie HillBoard Member
Dr Dan DavidianVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$289,802
Program Service Revenue
$0
Investment Income
$491
Other Revenue
$0
All Other Contributions
$70,802
Change in Net Assets
$1,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,808
Total Fundraising Expense$119,877
Grants and Similar Amounts Paid$113,268
Salaries, Compensation, and Employee Benefits$51,672
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$113,268--$113,268
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
Fees for Services Other--$3,063$3,063
Conferences and Meetings-$2,761-$2,761
Advertising-$2,672-$2,672
Office Expenses-$2,146-$2,146
Occupancy-$935-$935
Other Expenses-$781$99,590$781
Fees for Services Accounting-$60-$60
All Other Expenses-$29-$29
Total Functional Expenses$130,492$38,379$119,877$288,748
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Income$219,000---
Total Events$219,000---
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$4,208
Payroll Taxes$1,386
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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, Page 6, Part VI

“NO”

Form 990, Page 6, Part VI, Line 1A

“No committees have the the autohority to act on behalf of the governing body”

Form 990, Page 6, Part VI, Line 2

“Tracy davidian david davidian president board member marriage dan davidian david davidian board member board member brothers”

Form 990, Page 6, Part VI, Line 7A

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

Form 990, Page 6, Part VI, Line 8B

“Contemporaneous documents are kept written actions are kept”

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 15B

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

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Helene Foundation
EIN
27-0810112
Phone
9192807800
Address
13200 STRICKLAND ROAD STE 114-308, RALEIGH, NC 27613

Signing Officer

Name
Dr Tracy Davidian
Title
President
Phone
9192807800
Signed
2020-01-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Tracy Davidian
Formed
2009
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
12
Employees
1
Volunteers
25

Preparer

Firm
Courtney C Campbell CPA
Address
51 KILMAYNE DR 201, CARY, NC 27511-7719
Preparer
Courtney C Campbell
Phone
9194651265
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

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

Form 990, Page 2, Part III, Line 3

“NONE”

Raw XML Appendix399 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/Total509Grp/CurrentTaxYearMinus3YearsAmt0156548
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0156197
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0156900
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS PROVIDE ASSISTANCE TO WOMEN PATIENTS RECOVERING FROM CANCER TREATMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEES HAVE THE THE AUTOHORITY TO ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRACY DAVIDIAN DAVID DAVIDIAN PRESIDENT BOARD MEMBER MARRIAGE DAN DAVIDIAN DAVID DAVIDIAN BOARD MEMBER BOARD MEMBER BROTHERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERS, STOCKHOLDERS, OR OTHER PERSONS HAVE NO POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTEMPORANEOUS DOCUMENTS ARE KEPT WRITTEN ACTIONS ARE KEPT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COPIES ARE DISTRIBUTED TO MEMBERS. THE MEMBERS DISCUSS FORM 990 DURING A MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE BOARD DETERMINES REASONABLE COMPENSATION WITH INPUT FROM OUTSIDE ACCOUNTANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0263319
IRS990/TotalAssetsEOYAmt0261815
IRS990/TotalAssetsGrp/BOYAmt0263319
IRS990/TotalAssetsGrp/EOYAmt0261815
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0289802
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0119877
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038379
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130492
IRS990/TotalFunctionalExpensesGrp/TotalAmt0288748
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08643
IRS990/TotalLiabilitiesEOYAmt05594
IRS990/TotalLiabilitiesGrp/BOYAmt08643
IRS990/TotalLiabilitiesGrp/EOYAmt05594
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0254676
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0256221
IRS990/TotalProgramServiceExpensesAmt0130492
IRS990/TotalReportableCompFromOrgAmt048000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0491
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0290293
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0263319
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0261815
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.HELENEFOUNDATION.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR TRACY DAVIDIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09192807800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELENE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0270810112
ReturnHeader/Filer/PhoneNum09192807800
ReturnHeader/Filer/USAddress/AddressLine1Txt013200 STRICKLAND ROAD STE 114-308
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DE845FC34D918976EA19C2F08C9B85A0CAF6656C
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-08-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:48:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030485339
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COURTNEY C CAMPBELL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt051 KILMAYNE DR 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275117719
ReturnHeader/PreparerPersonGrp/PhoneNum09194651265
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COURTNEY C CAMPBELL
ReturnHeader/ReturnTs02020-08-25T10:48:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,815
Liabilities
$5,594
Net assets
$256,221
Revenue
$290,293
Expenses
$288,748
Net income
$1,545
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