Civic Intelligence

Helene Foundation

990 • Fiscal year 2020 • EIN 27-0810112

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 31, 2021

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

68th percentile

0.02x

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

2020 filings • NTEE G • <$500k nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • NTEE G • <$500k nonprofits • Source year 2020

Net Margin

72nd percentile

32%

Higher net margin than 72% of similar nonprofits.

2020 filings • NTEE G • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$49,391

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2020 filings • NTEE G • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

30%

Faster asset growth than 73% of similar nonprofits.

2020 filings • NTEE G • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

-16%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • NTEE G • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$339,371

Up $77,556 (+30%) from 2019

Net Assets

Up

$334,263

Up $78,042 (+30%) from 2019

Liabilities

Down

$5,108

Down $486 (-8.7%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin72nd percentile

Revenue

Down

$243,170

Down $47,123 (-16%) from 2019

Expenses

Down

$165,128

Down $123,620 (-43%) from 2019

Net Income

Up

$78,042

Up $76,497 (+4951%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2020

Assets$339,371
Liabilities$5,108
Net Assets$334,263
Open 2020 Filing

Operations Trend

Revenue Growth58th 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

2020

Revenue$243,170
Expenses$165,128
Net Income$78,042
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 31, 2021
Return Version
2020v4.0
Gross Receipts
$243,170
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$261,815$339,371▲ $77,556
Rtn Earn Endowment Incm Other Fnds$256,221$334,263▲ $78,042
Total Assets$261,815$339,371▲ $77,556
Liabilities
Other Liabilities$5,594$5,108▼ $486
Total Liabilities$5,594$5,108▼ $486
Net Assets / Fund Balance
Total Net Assets Fund Balance$256,221$334,263▲ $78,042
Total Liabilities and Net Assets / Fund Balance$261,815$339,371▲ $77,556
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleBaseTotal
Susan BowersOfficer$49,391$49,391

Board Members and Trustees

NameTitle
Kristi MckeownPresident
Beth MurgitroydBoard Member
Dr Anita WellsBoard Member
Dr Dan DavidianBoard Member
Dr Dave DavidianBoard Member
Jennifer HoverstadBoard Member
Teresa MerrittBoard Member
Andrea Oakley FoxSecretary
Wendie HillTreasurer
Dr Tracy DavidianVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$242,829
Program Service Revenue
$0
Investment Income
$341
Other Revenue
$0
All Other Contributions
$232,829
Change in Net Assets
$78,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$111,959
Salaries, Compensation, and Employee Benefits$53,169
Total Fundraising Expense$48,276
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$16,464$16,464$16,463$49,391
Fees for Services Other--$4,524$4,524
Payroll Taxes$1,260$1,259$1,259$3,778
Fees for Services Accounting-$3,730-$3,730
Office Expenses-$1,722-$1,722
Conferences and Meetings-$1,393-$1,393
Occupancy-$792-$792
Other Expenses$70,991$80$26,030$80
All Other Expenses-$75-$75
Total Functional Expenses$88,715$28,137$48,276$165,128
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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

LiabilityAmount
Credit Card$3,732
Payroll Taxes$1,376
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, 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 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
Susan Bowers
Title
Officer
Phone
9192807800
Signed
2021-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Bowers
Formed
2009
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
12
Employees
1

Preparer

Firm
Lifetime Tax Management LLC
Address
801 CORPORATE CENTER DRIVE SUITE 11, RALEIGH, NC 27607
Preparer
Courtney C Campbell CPA
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 4D

“Assisted 51 mothers/families of women patients recovering from cancer treatments with grants and support”

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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/TotalAmt01126158
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0238527
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0201694
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11376
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES
IRS990ScheduleD/TotalLiabilityAmt05108
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS PROVIDE ASSISTANCE TO WOMEN PATIENTS RECOVERING FROM CANCER TREATMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSISTED 51 MOTHERS/FAMILIES OF WOMEN PATIENTS RECOVERING FROM CANCER TREATMENTS WITH GRANTS AND SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRACY DAVIDIAN DAVID DAVIDIAN PRESIDENT BOARD MEMBER MARRIAGE DAN DAVIDIAN DAVID DAVIDIAN BOARD MEMBER BOARD MEMBER BROTHERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS, STOCKHOLDERS, OR OTHER PERSONS HAVE NO POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES ARE DISTRIBUTED TO MEMBERS. THE MEMBERS DISCUSS FORM 990 DURING A MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD DETERMINES REASONABLE COMPENSATION WITH INPUT FROM OUTSIDE ACCOUNTANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0261815
IRS990/TotalAssetsGrp/EOYAmt0339371
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IRS990/TotalEmployeeCnt01
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028137
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt088715
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165128
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05594
IRS990/TotalLiabilitiesEOYAmt05108
IRS990/TotalLiabilitiesGrp/BOYAmt05594
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IRS990/TotalOtherProgSrvcExpenseAmt087455
IRS990/TotalProgramServiceExpensesAmt088715
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0341
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IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.HELENEFOUNDATION.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN BOWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09192807800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELENE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0270810112
ReturnHeader/Filer/PhoneNum09192807800
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ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852685067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIFETIME TAX MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 CORPORATE CENTER DRIVE SUITE 11
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027607
ReturnHeader/PreparerPersonGrp/PhoneNum09194651265
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COURTNEY C CAMPBELL CPA
ReturnHeader/ReturnTs02021-08-09T16:02:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOWERS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,371
Liabilities
$5,108
Net assets
$334,263
Revenue
$243,170
Expenses
$165,128
Net income
$78,042
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