Civic Intelligence

Helene Foundation

990 • Fiscal year 2023 • EIN 27-0810112

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

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

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.03x

Higher debt load relative to revenue than 53% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

45th percentile

1.7%

Higher net margin than 45% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$62,387

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

39th percentile

-0.0%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-28%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$572,825

Down $196 (-0.0%) from 2022

Net Assets

Up

$563,836

Up $6,000 (+1.1%) from 2022

Liabilities

Down

$8,989

Down $6,196 (-41%) from 2022

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin45th percentile

Revenue

Down

$353,937

Down $138,552 (-28%) from 2022

Expenses

Up

$347,938

Up $35,871 (+11%) from 2022

Net Income

Down

$5,999

Down $174,423 (-97%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$572,825
Liabilities$8,989
Net Assets$563,836
Open 2023 Filing

Operations Trend

Revenue Growth13th 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

2023

Revenue$353,937
Expenses$347,938
Net Income$5,999
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$353,937
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
Savings and Temporary Cash Investments-$543,015-
Cash and Non-Interest-Bearing Accounts$573,021$29,810▼ $543,211
Total Assets$573,021$572,825▼ $196
Liabilities
Other Liabilities$15,185$8,989▼ $6,196
Total Liabilities$15,185$8,989▼ $6,196
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$557,836$563,836▲ $6,000
Total Net Assets Fund Balance$557,836$563,836▲ $6,000
Total Liabilities and Net Assets / Fund Balance$573,021$572,825▼ $196
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Susan BowersOfficerFT$62,387$62,387

Board Members and Trustees

NameTitle
Andrea Oakley FoxPresident
Dr Tracy DavidianVice President
Beth MurgitroydBoard Member
Dr Anita WellsBoard Member
Dr Dan DavidianBoard Member
Henry DehartBoard Member
Kesha DozierBoard Member
Kristi MckeownBoard Member
Teresa MerrittSecretary
Wendie HillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$347,058
Program Service Revenue
$0
Investment Income
$6,879
Other Revenue
$0
All Other Contributions
$347,058
Change in Net Assets
$5,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,778
Salaries, Compensation, and Employee Benefits$67,160
Total Fundraising Expense$32,350
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$20,796$20,796$20,795$62,387
Advertising--$9,287$9,287
Office Expenses$6,310$2,103-$8,413
Payroll Taxes$1,591$1,591$1,591$4,773
Travel-$3,235-$3,235
Fees for Services Accounting-$3,160-$3,160
Other Expenses$10,572-$677$677
Total Functional Expenses$284,703$30,885$32,350$347,938
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$8,989
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Part VI, Section A, Line 2

“Tracy davidian (vice president) and david davidian (board member) relationship: married.”

Form 990, Part VI, Section A, Line 7A

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

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 15B

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

Form 990, Part VI, Section C, Line 18

“No documents available to the public”

Form 990, Part VI, Section C, Line 19

“No documents available to the public”

Form 990, Part VII, Line 1A

“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
8778295500
Signed
2024-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Bowers
Formed
2009
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
10
Employees
1
Volunteers
20

Preparer

Firm
Lifetime Tax Management LLC
Address
801 CORPORATE CENTER DRIVE, RALEIGH, NC 27607-5243
Preparer
M B Girimonte CPA
Phone
9194651265
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6

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

FORM 990, PART XI, LINE 9:

“ROUNDING ADJUSTMENT 1.”

Raw XML Appendix392 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDES ASSISTANCE TO WOMEN PATIENTS RECOVERING FROM CANCER TREATMENTS
IRS990/AdvertisingGrp/FundraisingAmt09287
IRS990/AdvertisingGrp/TotalAmt09287
IRS990/AllOtherContributionsAmt0347058
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HELENE FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum08778295500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010804 ASHLAND MILL COURT
IRS990/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027617
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0573021
IRS990/CashNonInterestBearingGrp/EOYAmt029810
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt020795
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt020796
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt020796
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt062387
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0347058
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06879
IRS990/CYOtherExpensesAmt0280778
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt05999
IRS990/CYSalariesCompEmpBnftPaidAmt067160
IRS990/CYTotalExpensesAmt0347938
IRS990/CYTotalFundraisingExpenseAmt032350
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0353937
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ASSISTED 40 MOTHERS/FAMILIES OF WOMEN PATIENTS RECOVERING FROM CANCER TREATMENT BY GIVING GRANTS AND SUPPORT
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0278393
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03160
IRS990/FeesForServicesAccountingGrp/TotalAmt03160
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0DR DAN DAVIDIAN
IRS990/Form990PartVIISectionAGrp/PersonNm1BETH MURGITROYD
IRS990/Form990PartVIISectionAGrp/PersonNm2DR ANITA WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm3KRISTI MCKEOWN
IRS990/Form990PartVIISectionAGrp/PersonNm4TERESA MERRITT
IRS990/Form990PartVIISectionAGrp/PersonNm5HENRY DEHART
IRS990/Form990PartVIISectionAGrp/PersonNm6KESHA DOZIER
IRS990/Form990PartVIISectionAGrp/PersonNm7DR TRACY DAVIDIAN
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN BOWERS
IRS990/Form990PartVIISectionAGrp/PersonNm9ANDREA OAKLEY FOX
IRS990/Form990PartVIISectionAGrp/PersonNm10WENDIE HILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt862387
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0353937
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06879
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06879
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING ASSISTANCE TO WOMEN PATIENTS RECOVERING FROM CANCER TREATMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0557836
IRS990/NetAssetsOrFundBalancesEOYAmt0563836
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0557836
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0563836
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02103
IRS990/OfficeExpensesGrp/ProgramServicesAmt06310
IRS990/OfficeExpensesGrp/TotalAmt08413
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherExpensesGrp/Desc0EVENTS
IRS990/OtherExpensesGrp/Desc1AWARDS AND GRANTS
IRS990/OtherExpensesGrp/Desc2VARIOUS PROGRAMMING EXP
IRS990/OtherExpensesGrp/Desc3FUNDRAISING
IRS990/OtherExpensesGrp/FundraisingAmt0677
IRS990/OtherExpensesGrp/ProgramServicesAmt0129787
IRS990/OtherExpensesGrp/ProgramServicesAmt1115647
IRS990/OtherExpensesGrp/ProgramServicesAmt210572
IRS990/OtherExpensesGrp/TotalAmt0129787
IRS990/OtherExpensesGrp/TotalAmt1115647
IRS990/OtherExpensesGrp/TotalAmt210572
IRS990/OtherExpensesGrp/TotalAmt3677
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt015185
IRS990/OtherLiabilitiesGrp/EOYAmt08989
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01591
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01591
IRS990/PayrollTaxesGrp/ProgramServicesAmt01591
IRS990/PayrollTaxesGrp/TotalAmt04773
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUSAN BOWERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0491996
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0493
IRS990/PYOtherExpensesAmt0245474
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0180422
IRS990/PYSalariesCompEmpBnftPaidAmt066593
IRS990/PYTotalExpensesAmt0312067
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0492489
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt05999
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0543015
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0347058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0491996
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0203814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0242829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01356498
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06879
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0491
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07370
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0219000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0220066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06879
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07370
IRS990ScheduleA/InvestmentIncomeCYPct00.00470
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99530
IRS990ScheduleA/PublicSupportTotal509Amt01576564
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0347058
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0492489
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0204046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0243170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0289801
IRS990ScheduleA/Total509Grp/TotalAmt01576564
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0353937
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0492489
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0204046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0243170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0290292
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01583934
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08989
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt08989
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS PROVIDE ASSISTANCE TO WOMEN PATIENTS RECOVERING FROM CANCER TREATMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRACY DAVIDIAN (VICE PRESIDENT) AND DAVID DAVIDIAN (BOARD MEMBER) RELATIONSHIP: MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS, STOCKHOLDERS, OR OTHER PERSONS HAVE NO POWER TO ELECT OR APPOINTONE OR MORE MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES ARE DISTRIBUTED TO MEMBERS. THE MEMBERS DISCUSS FORM 990 DURING A MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD DETERMINES REASONABLE COMPENSATION WITH INPUT FROM OUTSIDE ACCOUNTANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOX CHECKED FOR PART VII LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROUNDING ADJUSTMENT 1.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0573021
IRS990/TotalAssetsEOYAmt0572825
IRS990/TotalAssetsGrp/BOYAmt0573021
IRS990/TotalAssetsGrp/EOYAmt0572825
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0347058
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt032350
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030885
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0284703
IRS990/TotalFunctionalExpensesGrp/TotalAmt0347938
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015185
IRS990/TotalLiabilitiesEOYAmt08989
IRS990/TotalLiabilitiesGrp/BOYAmt015185
IRS990/TotalLiabilitiesGrp/EOYAmt08989
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0557836
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0563836
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0284703
IRS990/TotalReportableCompFromOrgAmt062387
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06879
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0353937
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0573021
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0572825
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03235
IRS990/TravelGrp/TotalAmt03235
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt013200 STRICKLAND ROAD STE 114-308
IRS990/USAddress/CityNm0RALEIGH
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027613
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.HELENEFOUNDATION.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN BOWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08778295500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
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
ReturnHeader/Filer/USAddress/ZIPCd027613
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852685067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIFETIME TAX MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 CORPORATE CENTER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276075243
ReturnHeader/PreparerPersonGrp/PhoneNum09194651265
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M B GIRIMONTE CPA
ReturnHeader/ReturnTs02024-11-01T11:28:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$572,825
Liabilities
$8,989
Net assets
$563,836
Revenue
$353,937
Expenses
$347,938
Net income
$5,999
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