Civic Intelligence

William Thomas Helton Memorial Foundation

990 • Fiscal year 2025 • EIN 31-1807403

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 25, 2025

Organization Profile
PO Box 847Waynesboro, TN 38485-0847

(931) 722-5401

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-91%

Faster revenue growth than 2% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$277,041

Up $13,568 (+5.1%) from 2022

Net Assets

Up

$277,041

Up $13,568 (+5.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin93rd percentile

Revenue

Down

$2,259

Down $9,543 (-81%) from 2022

Expenses

Up

$1,055

Up $223 (+27%) from 2022

Net Income

Down

$1,204

Down $9,766 (-89%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2020: $263,063Liabilities 2020: $0Net Assets 2020: $263,0632020Assets 2021: $256,043Liabilities 2021: $3,540Net Assets 2021: $252,5032021Assets 2022: $263,473Liabilities 2022: $0Net Assets 2022: $263,4732022Assets 2025: $277,041Liabilities 2025: $0Net Assets 2025: $277,0412025

Highlighted filing

2025

Assets$277,041
Liabilities$0
Net Assets$277,041
Open 2025 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2020: $222,944Expenses 2020: $46Net Income 2020: $222,8982020Revenue 2021: $467Expenses 2021: $11,027Net Income 2021: -$10,5602021Revenue 2022: $11,802Expenses 2022: $832Net Income 2022: $10,9702022Revenue 2025: $2,259Expenses 2025: $1,055Net Income 2025: $1,2042025

Highlighted filing

2025

Revenue$2,259
Expenses$1,055
Net Income$1,204
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 25, 2025
Return Version
2024v5.2
Gross Receipts
$2,259
Mission and Program Overview

Mission

Assist Buffalo River Services Inc in providing services to disabled adults that are not paid for by governmental grants and service fee contracts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$245,536$244,522▼ $1,014
Savings and Temporary Cash Investments$26,483$27,487▲ $1,004
Cash and Non-Interest-Bearing Accounts$2,148$3,357▲ $1,209
Total Assets$275,837$277,041▲ $1,204
Other Assets Total$1,670$1,675▲ $5
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$275,837$277,041▲ $1,204
Total Net Assets Fund Balance$275,837$277,041▲ $1,204
Total Liabilities and Net Assets / Fund Balance$275,837$277,041▲ $1,204

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$244,522--
Closely Held Equity Interests$244,522--
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Joanie DanielChairperson
Andrew HeltonVice Chairperson
Gaines RamseyBoard member
Robert FarrisBoard member
Phil GarnerExcecutive director
Roger SmithSecr Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,250
Program Service Revenue
$0
Investment Income
$1,009
Other Revenue
$0
All Other Contributions
$1,250
Change in Net Assets
$1,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,055
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$1,014-$1,014
Office Expenses-$41-$41
Total Functional Expenses$0$1,055$0$1,055
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
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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 B, Line 11B

“Due to time constraints, the board reviews the Form 990 after it is filed. The executive director and compliance officer review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board annually requires disclosure of conflicts of interest. Board members are asked about any conflicts as topics are discussed.”

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

“No one receives compensation from the Organization. The board would compare any proposed compensation to similar positions in other organizations if this were to occur.”

Form 990, Part VI, Section C, Line 19

“These items are posted on the giving matters web site.”

Filing and Contact Details

Filer

Filer Name
William Thomas Helton Memorial
EIN
31-1807403
Phone
9317225401
Address
PO Box 847, Waynesboro, TN 38485-0847

Signing Officer

Name
Phil Garner
Title
Executive Director
Phone
9317225401
Signed
2025-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phil Garner
Formed
2002
Legal Domicile
Tn
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Joe Osterfeld CPA
Address
PO Box 807, Columbia, TN 38402
Preparer
Joe Osterfeld
Phone
9313887144
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Due to time constraints, the board reviews the Form 990 after it is filed. The executive director and compliance officer review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board annually requires disclosure of conflicts of interest. Board members are asked about any conflicts as topics are discussed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No one receives compensation from the Organization. The board would compare any proposed compensation to similar positions in other organizations if this were to occur.
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621763210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joe Osterfeld CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 807
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038402
ReturnHeader/PreparerPersonGrp/PhoneNum09313887144
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joe Osterfeld
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-25T10:09:23-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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Filings

Displayed year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$277,041
Liabilities
$0
Net assets
$277,041
Revenue
$2,259
Expenses
$1,055
Net income
$1,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.02$0.01$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$0.12$0.01$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.04$2.53$0.00$0.11$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$2.23$0.00$2.23