Civic Intelligence

Help Foundation Inc.

990 • Fiscal year 2013 • EIN 34-1617051

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 06, 2014

3622 Prospect - East44115-2704

(216) 432-4810

Siviq Scores

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

Liabilities / Assets

28th percentile

0.07x

Higher debt load relative to assets than 28% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.09x

Higher debt load relative to revenue than 25% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

34th percentile

$119,314

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$10,635,898

Up $1,453,315 (+16%) from 2012

Net Assets

Up

$9,910,135

Up $1,398,267 (+16%) from 2012

Liabilities

Up

$725,763

Up $55,048 (+8.2%) from 2012

Revenue

$8,328,995

No earlier filing loaded for comparison.

Expenses

Up

$7,389,656

Up $282,343 (+4.0%) from 2012

Net Income

$939,339

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $8,425,121Liabilities 2011: $657,283Net Assets 2011: $7,767,8382011Assets 2012: $9,182,583Liabilities 2012: $670,715Net Assets 2012: $8,511,8682012Assets 2013: $10,635,898Liabilities 2013: $725,763Net Assets 2013: $9,910,1352013Assets 2014: $11,334,346Liabilities 2014: $822,423Net Assets 2014: $10,511,9232014Assets 2015: $11,765,589Liabilities 2015: $1,404,880Net Assets 2015: $10,360,7092015Assets 2016: $12,273,135Liabilities 2016: $1,360,561Net Assets 2016: $10,912,5742016Assets 2017: $13,080,879Liabilities 2017: $1,394,907Net Assets 2017: $11,685,9722017Assets 2018: $14,136,914Liabilities 2018: $1,456,858Net Assets 2018: $12,680,0562018Assets 2019: $14,119,994Liabilities 2019: $1,346,061Net Assets 2019: $12,773,9332019Assets 2022: $18,231,365Liabilities 2022: $1,895,063Net Assets 2022: $16,336,3022022Assets 2024: $24,134,025Liabilities 2024: $2,028,906Net Assets 2024: $22,105,1192024

Highlighted filing

2013

Assets$10,635,898
Liabilities$725,763
Net Assets$9,910,135

Operations Trend

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

$20M$15M$10M$5.0M$0Expenses 2011: $6,646,0552011Expenses 2012: $7,107,3132012Revenue 2013: $8,328,995Expenses 2013: $7,389,656Net Income 2013: $939,3392013Revenue 2014: $8,297,170Expenses 2014: $7,386,567Net Income 2014: $910,6032014Revenue 2015: $7,997,823Expenses 2015: $7,313,669Net Income 2015: $684,1542015Revenue 2016: $7,863,708Expenses 2016: $7,587,327Net Income 2016: $276,3812016Revenue 2017: $8,550,217Expenses 2017: $8,439,397Net Income 2017: $110,8202017Revenue 2018: $10,484,849Expenses 2018: $8,916,106Net Income 2018: $1,568,7432018Revenue 2019: $9,449,674Expenses 2019: $9,379,042Net Income 2019: $70,6322019Revenue 2022: $10,541,919Expenses 2022: $10,062,695Net Income 2022: $479,2242022Revenue 2024: $15,775,059Expenses 2024: $12,857,662Net Income 2024: $2,917,3972024

Highlighted filing

2013

Revenue$8,328,995
Expenses$7,389,656
Net Income$939,339
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 6, 2014
Return Version
2013v3.1
Gross Receipts
$10,409,115
Mission and Program Overview

Mission

To ensure children and adults with learning and developmental disabilities have the homes, environments, and opportunities to be valued members of our community. We serve this mission by providing housing and supportive services to adults and children throughout our service area so that they can build their life-skills and confidence to live life to their fullest potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,115,835$6,134,870▲ $1,019,035
Cash and Non-Interest-Bearing Accounts$2,221,868$2,450,299▲ $228,431
Land, Buildings, and Equipment, Net$1,179,460$1,140,440▼ $39,020
Accounts Receivable$473,547$570,116▲ $96,569
Prepaid Expenses and Deferred Charges$17,531$33,302▲ $15,771
Total Assets$9,182,583$10,635,898▲ $1,453,315
Other Assets Total$174,342$306,871▲ $132,529
Liabilities
Accounts Payable and Accrued Expenses$503,040$580,376▲ $77,336
Grants Payable$121,990$110,900▼ $11,090
Deferred Revenue$45,685$34,487▼ $11,198
Total Liabilities$670,715$725,763▲ $55,048
Net Assets / Fund Balance
Unrestricted Net Assets$8,511,868$9,910,135▲ $1,398,267
Total Net Assets Fund Balance$8,511,868$9,910,135▲ $1,398,267
Total Liabilities and Net Assets / Fund Balance$9,182,583$10,635,898▲ $1,453,315

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$710,915$564,855$1,275,770
Other Land Buildings$212,044$494,195$706,239
Leasehold Improvements$18,862$285,000$303,862
Equipment$29,049$250,833$279,882
Land$169,570-$169,570

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$5,115,835-▲ $472,300-$6,134,870
2012$4,333,609$205,857▲ $209,666-$5,115,835
2011$2,883,050$1,575,243▲ $115,541-$4,333,609
2010$2,665,673-▲ $240,316-$2,883,050
2009$1,604,247$1,000,000▲ $78,327-$2,665,673
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel RiceExec. DirectorFT$113,621$5,693$119,314
Liz LinderDirector ofFT$48,060$4,337$52,397
Revenue and Support

Revenue Composition

Contributions and Grants
$325,992
Program Service Revenue
$7,386,563
Investment Income
$485,728
Other Revenue
$130,712
All Other Contributions
$314,902
Change in Net Assets
$939,339

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,287,372
Revenue Not Reported on Financial Statements
$41,623
Revenue Not Reported on Form 990
$458,928
Total Revenue per Audited Statements
$8,746,300
Total Revenue per Form 990
$8,328,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,840,661
Other Expenses$1,548,995
Total Fundraising Expense$92,590
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,048,196$564,343$64,082$4,676,621
Payroll Taxes$562,378$100,860$8,902$672,140
Occupancy$372,310$76,749-$449,059
Other Employee Benefits$276,293$39,522$4,374$320,189
Travel$200,114$2,412$737$203,263
Office Expenses$123,382$52,405$3,045$178,832
Current Officers, Directors, Trustees, and Key Employees-$171,711-$171,711
Depreciation Depletion$159,466$629-$160,095
Fees for Services Other$17,388$84,633$120$102,141
Insurance$28,815$26,099-$54,914
Information Technology$32,589$13,348$125$46,062
Fees for Service Investment Mgmnt Fees-$41,623-$41,623
Advertising$1,207$18,362$11,205$30,774
Other Expenses$1,601$20,401-$22,002
Total Functional Expenses$6,053,923$1,243,143$92,590$7,389,656

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,389,656
Expenses per Audited Statements$7,348,033
Total Expenses per Audited Statements$7,348,033
Expenses Not Reported on Financial Statements$41,623
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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 11B

A copy of the form 990 is provided to the finance committee of the board of trustees prior to filing. The committee then reviews the form for accuracy and completeness and communicates any required changes to management. Once the return has the approval of the finance committee, it is filed.

Form 990, Page 6, Part VI, Line 12C

All board members must sign an updated conflict of interest document at the initial board meeting of each year.

Form 990, Page 6, Part VI, Line 15A

The agency uses a market-based system in determining compensation for its employees. In 2007, the organization researched various outside sources of information and obtained the services of two different independent consultants in order to determine the appropriate wage scales for all staff positions, including executive management. The thrust of the research was in the non-profit, social services industry in general, and in the idd industry in particular. The entire process also included a review and update of all job descriptions and took nearly eight months to complete. The end result was set wage ranges for all agency positions that are comparable to help's specific industry segment and supported by market-based analysis. Final proposed wage ranges and any resultant changes made to the compensation of staff were discussed with the finance committee of the board of trustees in detail, and subsequently approved by the full board. The agency continues to participate in two or three industry specific salary, wage, and benefits surveys each year to ensure it maintains compliance with its adoption of determining compensation on a market-based system.

Form 990, Page 6, Part VI, Line 15B

The agency uses a market-based system in determining compensation for its employees. In 2007, the organization researched various outside sources of information and obtained the services of two different independent consultants in order to determine the appropriate wage scales for all staff positions, including executive management. The thrust of the research was in the non-profit, social services industry in general, and in the idd industry in particular. The entire process also included a review and update of all job descriptions and took nearly eight months to complete. The end result was set wage ranges for all agency positions that are comparable to help's specific industry segment and supported by market-based analysis. Final proposed wage ranges and any resultant changes made to the compensation of staff were discussed with the finance committee of the board of trustees in detail, and subsequently approved by the full board. The agency continues to participate in two or three industry specific salary, wage, and benefits surveys each year to ensure it maintains compliance with its adoption of determining compensation on a market-based system.

Form 990, Page 6, Part VI, Line 19

Governing documents and conflict of interest statements are available for review from our administrative offfices.

Filing and Contact Details

Filer

EIN
34-1617051
Phone
2164324810

Signing Officer

Name
Tamara Honkala
Title
President/CEO
Phone
2164324810
Signed
2014-06-06

Organization Details

Principal Officer
Tamara Honkala
Formed
1989
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
20
Employees
573
Volunteers
31

Preparer

Preparer
Michael D Mcmanus CPA
Phone
4402433400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To ensure children and adults with learning and developmental disabilities have the homes, environments, and opportunities to be valued members of our community. We serve this mission by providing housing and supportive services to adults and children throughout our service area so that they can build their life-skills and confidence to live life to their fullest potential.

Form 990, Page 2, Part III, Line 4A

The best life they are able. In addition to our residential services help operates a very successful adult day support program offering daytime social and recreation activities for adults focusing on community involvement and cultural experiences. During the summer the help summer program serves more than 300 children with medical and developmental disabilities in a school-like setting to prevent loss of education and developmental progress. Since 1965 the help foundation has been working to improve the lives of individuals with disabilities, assist their families, and advocate on their behalf. We are proud to have served thousands of people during these years and to continue this fine tradition for decades to come.

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IRS990/Desc0THE HELP FOUNDATION PROVIDES AN ARRAY OF HOUSING AND SUPPORTIVE SERVICES TO ADULTS AND CHILDREN WITH DEVELOPMENTAL DISABILITIES THROUGHOUT CUYAHOGA, LAKE, GEAUGA, AND SUMMIT COUNTIES IN NORTHEAST OHIO. HELP SIX CHIMNEYS APARTMENTS PROVIDES SUPPORTIVE URBAN HOUSING TO ASSIST IN DEVELOPING THE INDEPENDENT LIVING SKILLS AND CONFIDENCE OF ADULTS WITH MENTAL RETARDATION AND DEVELOPMENTAL DISABILITIES. HELP HOUSING FOR THE DISABLED PROVIDES 24 GARDEN STYLE APARTMENTS AT THREE SITES IN CLEVELAND WHICH ADDRESS THE NEEDS OF INDIVIDUALS WHO HAVE SURPASSED THE GOALS OF SEMI-INDEPENDENT LIVING, BUT REQUIRE ADDITIONAL TRAINING BEFORE PROGRESSING TO FULLY INDEPENDENT STATUS. WITH GROUP HOMES AND APARTMENT CLUSTERS ACROSS OUR SERVICE AREA ADULTS WHO HAVE DEVELOPMENTAL DISABILITIES ARE SUPPORTED AND SERVED TO HELP THEM LIVE THE BEST LIFE THEY ARE ABLE. IN ADDITION TO OUR RESIDENTIAL SERVICES HELP OPERATES A VERY SUCCESSFUL ADULT DAY SUPPORT PROGRAM OFFERING DAYTIME SOCIAL AND RECREATION ACTIVITIES FOR ADULTS FOCUSING ON COMMUNITY INVOLVEMENT AND CULTURAL EXPERIENCES. DURING THE SUMMER THE HELP SUMMER PROGRAM SERVES MORE THAN 300 CHILDREN WITH MEDICAL AND DEVELOPMENTAL DISABILITIES IN A SCHOOL-LIKE SETTING TO PREVENT LOSS OF EDUCATION AND DEVELOPMENTAL PROGRESS. SINCE 1965 THE HELP FOUNDATION HAS BEEN WORKING TO IMPROVE THE LIVES OF INDIVIDUALS WITH DISABILITIES, ASSIST THEIR FAMILIES, AND ADVOCATE ON THEIR BEHALF. WE ARE PROUD TO HAVE SERVED THOUSANDS OF PEOPLE DURING THESE YEARS AND TO CONTINUE THIS FINE TRADITION FOR DECADES TO COME.
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IRS990/Form990PartVIISectionAGrp/PersonNm20DANIEL RICE
IRS990/Form990PartVIISectionAGrp/PersonNm21LIZ LINDER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXEC. DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF
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IRS990/MissionDesc0TO ENSURE CHILDREN AND ADULTS WITH LEARNING AND DEVELOPMENTAL DISABILITIES HAVE THE HOMES, ENVIRONMENTS, AND OPPORTUNITIES TO BE VALUED MEMBERS OF OUR COMMUNITY. WE SERVE THIS MISSION BY PROVIDING HOUSING AND SUPPORTIVE SERVICES TO ADULTS AND CHILDREN THROUGHOUT OUR SERVICE AREA SO THAT THEY CAN BUILD THEIR LIFE-SKILLS AND CONFIDENCE TO LIVE LIFE TO THEIR FULLEST POTENTIAL.
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IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0OTHER MISCELLANEOUS 108,663 MANAGEMENT FEE 187,117
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
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