Civic Intelligence

The Helps Education Fund Inc

990EZ • Fiscal year 2017 • EIN 45-2046989

Jun 01, 2016 to May 31, 2017 • Filed on Apr 17, 2018

405 Carolina CircleDurham, NC 27707

(919) 889-2798

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2017 filings • NTEE B90 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.00x

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

2017 filings • NTEE B90 • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-34%

Higher net margin than 12% of similar nonprofits.

2017 filings • NTEE B90 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$55,458

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 101.5% of source-year revenue.

2017 filings • NTEE B90 • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-38%

Faster asset growth than 13% of similar nonprofits.

2017 filings • NTEE B90 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-23%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • NTEE B90 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$29,964

Down $18,561 (-38%) from 2016

Net Assets

Down

$29,964

Down $18,561 (-38%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$54,636

Down $16,334 (-23%) from 2016

Expenses

Down

$73,197

Down $25,638 (-26%) from 2016

Net Income

Up

-$18,561

Up $9,304 (+33%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $49,034Liabilities 2013: $1922013Assets 2014: $52,637Liabilities 2014: $0Net Assets 2014: $52,6372014Assets 2015: $76,390Liabilities 2015: $0Net Assets 2015: $76,3902015Assets 2016: $48,525Liabilities 2016: $0Net Assets 2016: $48,5252016Assets 2017: $29,964Liabilities 2017: $0Net Assets 2017: $29,9642017Assets 2018: $7,212Liabilities 2018: $0Net Assets 2018: $7,2122018Assets 2019: $108,988Liabilities 2019: $26,743Net Assets 2019: $82,2452019Assets 2020: $384,383Liabilities 2020: $158,987Net Assets 2020: $225,3962020Assets 2021: $905,138Liabilities 2021: $253,154Net Assets 2021: $651,9842021Assets 2022: $1,198,335Liabilities 2022: $97,863Net Assets 2022: $1,100,4722022Assets 2023: $1,583,526Liabilities 2023: $102,345Net Assets 2023: $1,481,1812023

Highlighted filing

2017

Assets$29,964
Liabilities$0
Net Assets$29,964

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $88,555Expenses 2013: $65,524Net Income 2013: $23,0312013Revenue 2014: $350,439Expenses 2014: $346,914Net Income 2014: $3,5252014Revenue 2015: $55,573Expenses 2015: $30,452Net Income 2015: $25,1212015Revenue 2016: $70,970Expenses 2016: $98,835Net Income 2016: -$27,8652016Revenue 2017: $54,636Expenses 2017: $73,197Net Income 2017: -$18,5612017Revenue 2018: $55,947Expenses 2018: $78,699Net Income 2018: -$22,7522018Revenue 2019: $333,355Expenses 2019: $258,322Net Income 2019: $75,0332019Revenue 2020: $669,971Expenses 2020: $526,820Net Income 2020: $143,1512020Revenue 2021: $1,151,493Expenses 2021: $752,089Net Income 2021: $399,4042021Revenue 2022: $2,093,612Expenses 2022: $1,645,124Net Income 2022: $448,4882022Revenue 2023: $2,668,726Expenses 2023: $2,288,017Net Income 2023: $380,7092023

Highlighted filing

2017

Revenue$54,636
Expenses$73,197
Net Income-$18,561
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 17, 2018
Return Version
2016v3.0
Gross Receipts
$54,636
Mission and Program Overview

Mission

With a focus on improving educational equity and promoting a more just society, helpseducation fund provides evidence-based programs and services that are free or low-cost andmeaningfully advance student learning.

EDUCATIONAL SUPPORT

Program Services

DescriptionGrantsExpenses
METROPOLITAN ORGANIZATION OF VOLUNTEERS FOR EMPOWERING STUDENTS THE PROGRAM TRAINED 55 VOLUNTEERS WHO PROVIDED HELPS & AMPPS TO 110 ELEMENTARY SCHOOL STUDENTS-$20,526
HELPS EARLY LITERACY PRACTICE STRATEGIES THE PROGRAM WAS ACCESSED FOR FREE THROUGH THE HELPS PROGRAM WEBSITE 4 HELPS TRAININGS & THE MOVES PROGRAM AT 7 SCHOOL SITES-$18,474
PARENTS AND SCHOOLS TOGETHER TO ENHANCE LEARNING THE PROGRAM ASSISTED PARENTS USING RESEARCH-BASED READING ACTIVITIES IN THE HOME TO SUPPORT READING 2 PASTEL TRAININGS AT 1 SITE-$2,053
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH LEVENEExecutive DirectorFT$50,875$4,583$55,458
JOHN BEGENYDirector Of Programs And ResearchPT$0--
JESSICA JAMESONBoard Chair-$0--
ERIN AMENTVice Chair-$0--
WILL RIKETreasurer-$0--
MEGAN BENNETTSecretary-$0--
GT FREEMANBoard Member-$0--
LOGAN LOPEZBoard Member-$0--
EDWIN JEFFORDSBoard Member-$0--
SHELLI DALLAQUABoard Member-$0--
JEFFREY MAHRERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Helps Education Fund Inc
EIN
45-2046989
Address
405 CAROLINA CIRCLE, DURHAM, NC 27707

Signing Officer

Name
Will Rike
Title
Treasurer
Phone
9198892798
Signed
2018-04-17
Discuss with paid preparer
No

Preparer

Firm
Whittington CPAs PLLC
Address
235 Crosscreek Lane, Angier, NC 27501
Preparer
Heather D Whittington CPA
Phone
9197015306
Supplemental Narrative

Additional Explanations

General explanation attachment

Mission statement:the helps education fund connects research with practice and engages teachers, parents, and volunteers to improve student learning.in the 2016-17 fiscal year, the helps education fund was able to donate the following services to support educators in providing effective academic interventions to students. These services included; trainings and consultation services valued at $11,583, curriculum materials valued at $615, and intervention and implementation services valued at $64,050. Metropolitan organization of volunteers for empowering students(moves): moves is designed to effectively and efficiently place volunteers trained in helps and/or ampps into schools so that students can benefit from these evidence-based interventions. Helps early literacy practice strategies (helps): helps is designed to enhance educators ability to improve students reading fluency. Parents and schools together to enhance learning (pastel): pastel is designed to assist parents with using research-based reading activities in the home for children birth 6th grade, to support reading.

Description of other expenses Part I line 16

Description amountbank/charge fees 295

Other program services Part III line 31

Advancing math performance with practice strategies: the program was piloted in a raleigh, nc elementary school where ampps was provided through the moves program. Systems oriented plan for academic achievement (soppa): soppa offers schools a systems-based approach for helping to improve educational outcomes for students struggling with reading, math or writing. Leamos para avanzar (lpa): lpa creates opportunities for volunteers to implement research-based reading interventions, in spanish, with local students for whom spanish is their first language.

Raw XML Appendix241 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISSION STATEMENT:THE HELPS EDUCATION FUND CONNECTS RESEARCH WITH PRACTICE AND ENGAGES TEACHERS, PARENTS, AND VOLUNTEERS TO IMPROVE STUDENT LEARNING.IN THE 2016-17 FISCAL YEAR, THE HELPS EDUCATION FUND WAS ABLE TO DONATE THE FOLLOWING SERVICES TO SUPPORT EDUCATORS IN PROVIDING EFFECTIVE ACADEMIC INTERVENTIONS TO STUDENTS. THESE SERVICES INCLUDED; TRAININGS AND CONSULTATION SERVICES VALUED AT $11,583, CURRICULUM MATERIALS VALUED AT $615, AND INTERVENTION AND IMPLEMENTATION SERVICES VALUED AT $64,050. METROPOLITAN ORGANIZATION OF VOLUNTEERS FOR EMPOWERING STUDENTS(MOVES): MOVES IS DESIGNED TO EFFECTIVELY AND EFFICIENTLY PLACE VOLUNTEERS TRAINED IN HELPS AND/OR AMPPS INTO SCHOOLS SO THAT STUDENTS CAN BENEFIT FROM THESE EVIDENCE-BASED INTERVENTIONS. HELPS EARLY LITERACY PRACTICE STRATEGIES (HELPS): HELPS IS DESIGNED TO ENHANCE EDUCATORS ABILITY TO IMPROVE STUDENTS READING FLUENCY. PARENTS AND SCHOOLS TOGETHER TO ENHANCE LEARNING (PASTEL): PASTEL IS DESIGNED TO ASSIST PARENTS WITH USING RESEARCH-BASED READING ACTIVITIES IN THE HOME FOR CHILDREN BIRTH 6TH GRADE, TO SUPPORT READING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK/CHARGE FEES 295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADVANCING MATH PERFORMANCE WITH PRACTICE STRATEGIES: THE PROGRAM WAS PILOTED IN A RALEIGH, NC ELEMENTARY SCHOOL WHERE AMPPS WAS PROVIDED THROUGH THE MOVES PROGRAM. SYSTEMS ORIENTED PLAN FOR ACADEMIC ACHIEVEMENT (SOPPA): SOPPA OFFERS SCHOOLS A SYSTEMS-BASED APPROACH FOR HELPING TO IMPROVE EDUCATIONAL OUTCOMES FOR STUDENTS STRUGGLING WITH READING, MATH OR WRITING. LEAMOS PARA AVANZAR (LPA): LPA CREATES OPPORTUNITIES FOR VOLUNTEERS TO IMPLEMENT RESEARCH-BASED READING INTERVENTIONS, IN SPANISH, WITH LOCAL STUDENTS FOR WHOM SPANISH IS THEIR FIRST LANGUAGE.
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ReturnHeader/Filer/USAddress/ZIPCd027707
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId086A6B349A78628EFBC9D6FE26635B73D40952E02
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId086A6B349A78628EFBC9D6FE26635B73D40952E02
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06981932018107ffwgro5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-04-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.37.0.96
ReturnHeader/FilingSecurityInformation/IPDt02018-04-17
ReturnHeader/FilingSecurityInformation/IPTm017:35:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812837494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Whittington CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0235 Crosscreek Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Angier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027501
ReturnHeader/PreparerPersonGrp/PhoneNum09197015306
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heather D Whittington CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-17T13:50:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

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