Civic Intelligence

Helene Foundation

990 • Fiscal year 2021 • EIN 27-0810112

Jan 01, 2021 to Dec 31, 2021 • Filed on May 19, 2022

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

67th percentile

0.01x

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

2021 filings • NTEE G • <$500k nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.02x

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

2021 filings • NTEE G • <$500k nonprofits • Source year 2021

Net Margin

51st percentile

12%

Higher net margin than 51% of similar nonprofits.

2021 filings • NTEE G • <$500k nonprofits • Source year 2021

Top Officer Pay

95th percentile

$52,241

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 25.6% of source-year revenue.

2021 filings • NTEE G • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

7.0%

Faster asset growth than 53% of similar nonprofits.

2021 filings • NTEE G • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

-16%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • NTEE G • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$363,126

Up $23,755 (+7.0%) from 2020

Net Assets

Up

$359,394

Up $25,131 (+7.5%) from 2020

Liabilities

Down

$3,732

Down $1,376 (-27%) from 2020

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin51st percentile

Revenue

Down

$204,046

Down $39,124 (-16%) from 2020

Expenses

Up

$178,915

Up $13,787 (+8.3%) from 2020

Net Income

Down

$25,131

Down $52,911 (-68%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2021

Assets$363,126
Liabilities$3,732
Net Assets$359,394
Open 2021 Filing

Operations Trend

Revenue Growth35th 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

2021

Revenue$204,046
Expenses$178,915
Net Income$25,131
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 19, 2022
Return Version
2021v4.0
Gross Receipts
$204,046
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$339,371$363,126▲ $23,755
Rtn Earn Endowment Incm Other Fnds$334,263$359,394▲ $25,131
Total Assets$339,371$363,126▲ $23,755
Liabilities
Other Liabilities$5,108$3,732▼ $1,376
Total Liabilities$5,108$3,732▼ $1,376
Net Assets / Fund Balance
Total Net Assets Fund Balance$334,263$359,394▲ $25,131
Total Liabilities and Net Assets / Fund Balance$339,371$363,126▲ $23,755
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleBaseTotal
Susan BowersOfficer$52,241$52,241

Board Members and Trustees

NameTitle
Kristi MckeownPresident
Beth MurgitroydBoard Member
Dr Anita WellsBoard Member
Dr Dan 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
$203,814
Program Service Revenue
$0
Investment Income
$232
Other Revenue
$0
All Other Contributions
$193,525
Change in Net Assets
$25,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,253
Total Fundraising Expense$58,461
Salaries, Compensation, and Employee Benefits$56,238
Professional Fundraising Fees$424
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$17,414$17,414$17,414$52,242
Fees for Services Other--$5,720$5,720
Payroll Taxes$1,332$1,332$1,332$3,996
Advertising--$3,751$3,751
Office Expenses-$3,706-$3,706
Fees for Services Accounting-$579-$579
Conferences and Meetings-$508-$508
Fees for Services Professional Fundraising--$424$424
Occupancy-$383-$383
Other Expenses$73,630$68$29,820$68
Total Functional Expenses$92,376$28,078$58,461$178,915
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$424
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
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”

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”

Form 990, Part VII

“Box checked for part vii line 1a”

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
2022-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Bowers
Formed
2009
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
8
Employees
1

Preparer

Firm
Lifetime Tax Management LLC
Address
801 CORPORATE CENTER DRIVE SUITE 11, RALEIGH, NC 27607
Preparer
Mark B Girimonte 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”

Raw XML Appendix367 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/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0243170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0290292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0238527
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0201694
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01177729
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03732
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD
IRS990ScheduleD/TotalLiabilityAmt03732
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
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/ExplanationTxt7BOX CHECKED FOR PART VII LINE 1A
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0339371
IRS990/TotalAssetsEOYAmt0363126
IRS990/TotalAssetsGrp/BOYAmt0339371
IRS990/TotalAssetsGrp/EOYAmt0363126
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0203814
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt058461
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028078
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt092376
IRS990/TotalFunctionalExpensesGrp/TotalAmt0178915
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05108
IRS990/TotalLiabilitiesEOYAmt03732
IRS990/TotalLiabilitiesGrp/BOYAmt05108
IRS990/TotalLiabilitiesGrp/EOYAmt03732
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0334263
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0359394
IRS990/TotalProgramServiceExpensesAmt092376
IRS990/TotalReportableCompFromOrgAmt052241
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0232
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0204046
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0339371
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0363126
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
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/SignatureDt02022-05-19
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
ReturnHeader/Filer/USAddress/ZIPCd027613
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/PreparationDt02022-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK B GIRIMONTE CPA
ReturnHeader/ReturnTs02022-06-09T09:41:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOWERS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$363,126
Liabilities
$3,732
Net assets
$359,394
Revenue
$204,046
Expenses
$178,915
Net income
$25,131
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