Civic Intelligence

Help Yourself Win Foundation Inc

990 • Fiscal year 2023 • EIN 32-0147415

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 09, 2024

1090 Avon RoadSchenectady, NY 12308-2404

(518) 280-5735

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2023 filings • NTEE B • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • NTEE B • $500k-$1M nonprofits • Source year 2023

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

2023 filings • NTEE B • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2023 filings • NTEE B • $500k-$1M nonprofits • Source year 2023

Asset Growth

57th percentile

8.3%

Faster asset growth than 57% of similar nonprofits.

2023 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

8.7%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$745,522

Up $57,326 (+8.3%) from 2022

Net Assets

Up

$745,348

Up $58,027 (+8.4%) from 2022

Liabilities

Down

$174

Down $701 (-80%) from 2022

Revenue

Up

$184,017

Up $14,782 (+8.7%) from 2022

Expenses

Down

$125,990

Down $3,715 (-2.9%) from 2022

Net Income

Up

$58,027

Up $18,497 (+47%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $323,504Liabilities 2011: $0Net Assets 2011: $323,5042011Assets 2012: $364,570Liabilities 2012: $0Net Assets 2012: $364,5702012Assets 2013: $398,729Liabilities 2013: $0Net Assets 2013: $398,7292013Assets 2014: $443,311Liabilities 2014: $0Net Assets 2014: $443,3112014Assets 2015: $466,164Liabilities 2015: $0Net Assets 2015: $466,1642015Assets 2017: $527,741Liabilities 2017: $0Net Assets 2017: $527,7412017Assets 2018: $540,445Liabilities 2018: $101Net Assets 2018: $540,3442018Assets 2019: $543,413Liabilities 2019: $535Net Assets 2019: $542,8782019Assets 2020: $622,775Liabilities 2020: $87Net Assets 2020: $622,6882020Assets 2022: $688,196Liabilities 2022: $875Net Assets 2022: $687,3212022Assets 2023: $745,522Liabilities 2023: $174Net Assets 2023: $745,3482023Assets 2024: $892,345Liabilities 2024: $97Net Assets 2024: $892,2482024

Highlighted filing

2023

Assets$745,522
Liabilities$174
Net Assets$745,348

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $98,852Expenses 2011: $57,515Net Income 2011: $41,3372011Revenue 2012: $66,850Expenses 2012: $25,784Net Income 2012: $41,0662012Revenue 2013: $82,197Expenses 2013: $48,041Net Income 2013: $34,1562013Revenue 2014: $98,489Expenses 2014: $53,907Net Income 2014: $44,5822014Revenue 2015: $64,492Expenses 2015: $41,639Net Income 2015: $22,8532015Revenue 2017: $91,441Expenses 2017: $66,225Net Income 2017: $25,2162017Revenue 2018: $99,390Expenses 2018: $86,787Net Income 2018: $12,6032018Revenue 2019: $54,125Expenses 2019: $57,208Net Income 2019: -$3,0832019Revenue 2020: $184,238Expenses 2020: $104,428Net Income 2020: $79,8102020Revenue 2022: $169,235Expenses 2022: $129,705Net Income 2022: $39,5302022Revenue 2023: $184,017Expenses 2023: $125,990Net Income 2023: $58,0272023Revenue 2024: $261,163Expenses 2024: $114,263Net Income 2024: $146,9002024

Highlighted filing

2023

Revenue$184,017
Expenses$125,990
Net Income$58,027
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 9, 2024
Return Version
2023v5.1
Gross Receipts
$184,017
Mission and Program Overview

Mission

The mission of the foundation is to create after-school academies on college campuses for at-risk grade school children.

The mission of the foundation is to change the prospects for those at-risk of being left behind.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$406,372$561,622▲ $155,250
Cash and Non-Interest-Bearing Accounts$281,810$183,900▼ $97,910
Land, Buildings, and Equipment, Net$14$0▼ $14
Total Assets$688,196$745,522▲ $57,326
Liabilities
Accounts Payable and Accrued Expenses$875$174▼ $701
Total Liabilities$875$174▼ $701
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$687,321$745,348▲ $58,027
Total Net Assets Fund Balance$687,321$745,348▲ $58,027
Total Liabilities and Net Assets / Fund Balance$688,196$745,522▲ $57,326

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,716$1,716
Other Securities$561,622--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Roger H HullPresident
Neil GolubDirector
Neil JanovicDirector
Roberto HullDirector
Rockie MannDirector
Margaret KirwinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$160,726
Program Service Revenue
$0
Investment Income
$23,291
Other Revenue
$0
All Other Contributions
$160,726
Change in Net Assets
$58,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$85,990
Grants and Similar Amounts Paid$40,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,000--$40,000
Occupancy$10,480--$10,480
Insurance-$6,895-$6,895
Travel$5,161--$5,161
Fees for Service Investment Mgmnt Fees-$5,130-$5,130
Fees for Services Accounting-$4,800-$4,800
Office Expenses-$2,552-$2,552
Advertising-$1,103-$1,103
All Other Expenses-$930-$930
Other Expenses$42,693$665-$665
Depreciation Depletion-$14-$14
Total Functional Expenses$98,334$27,656$0$125,990
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Massachusetts College of Liberal Arts Foundation IncNorth Adams, MA-To Assist Mcla With Their Mission of Extending Public Service by Bringing Third, Fourth and Fifth Graders to Campus and Building Personal Interest in What a College Education Can Provide. Foundation President Meets With Grant Recipient on an Annual Basis to Ensure Compliance.$15,000
University of MichiganAnn Arbor, MI-To Assist University of Michigan With Their Mission of Extending Public Service by Successfully Implementing Help Yourself Academies in Local Elementary Schools. in Addition, Elementary School Children Are Provided With the Opportunity to Regularly Visit the College Campus to Increase Their Personal Interest in the Benefits of a College Education. Foundation President Meets With Grant Recipient on an Annual Basis to Ensure Compliance.$15,000
Beloit CollegeBeloit, WI-To Assist Beloit College With Their Mission of Preparing Students for Successful Futures and Meaningful Lives, Encouraging Them to Strengthen Their Engagement With and Impact on the Real World. Foundation President Meets With Grant Recipient on an Annual Basis to Ensure Compliance.$10,000
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
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
No
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

The foundation president (roger hull) is related to a director of the foundation (roberto hull)

Form 990, Part VI, Section A, Line 8B

The governing body documents its meetings.

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

Prior to filing, management will deliver the form 990 to the board with a request that they inform the president or executive director of any concerns or questions. Subsequent to filing of the return, the organization will distribute to the governing board.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial data available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Help Yourself Win Foundation Inc
EIN
32-0147415
Phone
5182805735
Address
1090 AVON ROAD, SCHENECTADY, NY 12308-2404

Signing Officer

Name
Roger H Hull
Title
President
Phone
5182805735
Signed
2024-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger H Hull
Formed
2005
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Lutz Selig & Zeronda Cpas Llp
Address
33 CENTURY HILL DRIVE, LATHAM, NY 12110-2113
Preparer
Paul R Jankowski CPA
Phone
5187837200
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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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IRS990/ProgSrvcAccomActy2Grp/Desc0TRAINING TO UNEMPLOYED OR UNDEREMPLOYED PARTICIPANTS WAS PROVIDED IN FOUR AREAS INCLUDING 1)EDUCATION NECESSARY TO RECEIVE A HIGH SCHOOL EQUIVALENT DEGREE (GED), 2) LIFE SKIIS TRAINING 3) EDUCATION NECESSARY TO RECEIVE A CERTIFICATE OF EMPLOYABILITY, AN OSHA CARD (ALLOWING THEM TO WORK ON CONSTRUCTION SITES), AND NCCER TRAINING, AND 4) CONSTRUCTION SKILLS TRAINING (INCLUDING BUT NOT LIMITED TO DRY-WALLING, TAPING, PAINTING, FRAMING). NINE PARTICIPANTS GRADUATED IN 2023.
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IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST MCLA WITH THEIR MISSION OF EXTENDING PUBLIC SERVICE BY BRINGING THIRD, FOURTH AND FIFTH GRADERS TO CAMPUS AND BUILDING PERSONAL INTEREST IN WHAT A COLLEGE EDUCATION CAN PROVIDE. FOUNDATION PRESIDENT MEETS WITH GRANT RECIPIENT ON AN ANNUAL BASIS TO ENSURE COMPLIANCE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO ASSIST UNIVERSITY OF MICHIGAN WITH THEIR MISSION OF EXTENDING PUBLIC SERVICE BY SUCCESSFULLY IMPLEMENTING HELP YOURSELF ACADEMIES IN LOCAL ELEMENTARY SCHOOLS. IN ADDITION, ELEMENTARY SCHOOL CHILDREN ARE PROVIDED WITH THE OPPORTUNITY TO REGULARLY VISIT THE COLLEGE CAMPUS TO INCREASE THEIR PERSONAL INTEREST IN THE BENEFITS OF A COLLEGE EDUCATION. FOUNDATION PRESIDENT MEETS WITH GRANT RECIPIENT ON AN ANNUAL BASIS TO ENSURE COMPLIANCE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO ASSIST BELOIT COLLEGE WITH THEIR MISSION OF PREPARING STUDENTS FOR SUCCESSFUL FUTURES AND MEANINGFUL LIVES, ENCOURAGING THEM TO STRENGTHEN THEIR ENGAGEMENT WITH AND IMPACT ON THE REAL WORLD. FOUNDATION PRESIDENT MEETS WITH GRANT RECIPIENT ON AN ANNUAL BASIS TO ENSURE COMPLIANCE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MASSACHUSETTS COLLEGE OF LIBERAL ARTS FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF MICHIGAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BELOIT COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0042613803
IRS990ScheduleI/RecipientTable/RecipientEIN1386006309
IRS990ScheduleI/RecipientTable/RecipientEIN2390808497
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0375 CHURCH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13003 SOUTH STATE STREET SUITE 900
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2700 COLLEGE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORTH ADAMS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ANN ARBOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BELOIT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001247
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd148109
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd253511
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION PRESIDENT (ROGER HULL) IS RELATED TO A DIRECTOR OF THE FOUNDATION (ROBERTO HULL)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY DOCUMENTS ITS MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO FILING, MANAGEMENT WILL DELIVER THE FORM 990 TO THE BOARD WITH A REQUEST THAT THEY INFORM THE PRESIDENT OR EXECUTIVE DIRECTOR OF ANY CONCERNS OR QUESTIONS. SUBSEQUENT TO FILING OF THE RETURN, THE ORGANIZATION WILL DISTRIBUTE TO THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL DATA AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0688196
IRS990/TotalAssetsEOYAmt0745522
IRS990/TotalAssetsGrp/BOYAmt0688196
IRS990/TotalAssetsGrp/EOYAmt0745522
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0160726
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027656
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098334
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125990
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0875
IRS990/TotalLiabilitiesEOYAmt0174
IRS990/TotalLiabilitiesGrp/BOYAmt0875
IRS990/TotalLiabilitiesGrp/EOYAmt0174
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0687321
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0745348
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt098334
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt023291
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0184017
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0688196
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0745522
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt05161
IRS990/TravelGrp/TotalAmt05161
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01090 AVON ROAD
IRS990/USAddress/CityNm0SCHENECTADY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd0123082404
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HELPYOURSELFWIN.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER H HULL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05182805735
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELP YOURSELF WIN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HELP
ReturnHeader/Filer/EIN0320147415
ReturnHeader/Filer/PhoneNum05182805735
ReturnHeader/Filer/USAddress/AddressLine1Txt01090 AVON ROAD
ReturnHeader/Filer/USAddress/CityNm0SCHENECTADY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0123082404
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141745230
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ SELIG & ZERONDA CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033 CENTURY HILL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0121102113
ReturnHeader/PreparerPersonGrp/PhoneNum05187837200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL R JANKOWSKI CPA
ReturnHeader/ReturnTs02024-11-14T08:09:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.92$0.00$8.92$2.61$1.14$1.47
2023Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.45$1.84$1.26$0.58
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.88$0.01$6.87$1.69$1.30$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.23$0.00$6.23$1.84$1.04$0.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.01$5.43$0.54$0.57$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.40$0.00$5.40$0.99$0.87$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.00$5.28$0.91$0.66$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.64$0.42$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.98$0.54$0.45
2013Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.82$0.48$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.00$3.65$0.67$0.26$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.00$3.24$0.99$0.58$0.41