Civic Intelligence

Half Helen Foundation

990 • Fiscal year 2021 • EIN 46-2808051

Jan 01, 2021 to Jun 30, 2021 • Filed on Feb 06, 2023

7801 N Lamar Blvd F-34Austin, TX 78752

(512) 299-1347

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$508,022

Down $59,916 (-11%) from 2020

Net Assets

Down

$294,594

Down $74,735 (-20%) from 2020

Liabilities

Up

$213,428

Up $14,819 (+7.5%) from 2020

Revenue And Expenses

Revenue

Down

$103,780

Down $148,723 (-59%) from 2020

Expenses

Down

$178,515

Down $176,630 (-50%) from 2020

Net Income

Up

-$74,735

Up $27,907 (+27%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $13,497Liabilities 2013: $02013Assets 2014: $11,443Liabilities 2014: $02014Assets 2015: $36,419Liabilities 2015: $2182015Assets 2016: $69,823Liabilities 2016: $02016Assets 2017: $69,846Liabilities 2017: $1,5672017Assets 2018: $230,539Liabilities 2018: $35,363Net Assets 2018: $195,1762018Assets 2019: $520,169Liabilities 2019: $50,213Net Assets 2019: $469,9562019Assets 2020: $567,938Liabilities 2020: $198,609Net Assets 2020: $369,3292020Assets 2021: $706,899Liabilities 2021: $191,050Net Assets 2021: $515,8492021Assets 2021: $508,022Liabilities 2021: $213,428Net Assets 2021: $294,5942021Assets 2022: $674,086Liabilities 2022: $215,868Net Assets 2022: $458,2182022Assets 2023: $593,097Liabilities 2023: $214,915Net Assets 2023: $378,1822023Assets 2024: $984,860Liabilities 2024: $562,425Net Assets 2024: $422,4352024

Highlighted filing

2021

Assets$508,022
Liabilities$213,428
Net Assets$294,594

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $18,313Expenses 2013: $4,816Net Income 2013: $13,4972013Revenue 2014: $30,473Expenses 2014: $32,636Net Income 2014: -$2,1632014Revenue 2015: $102,632Expenses 2015: $77,874Net Income 2015: $24,7582015Revenue 2016: $123,061Expenses 2016: $89,439Net Income 2016: $33,6222016Revenue 2017: $137,467Expenses 2017: $139,038Net Income 2017: -$1,5712017Revenue 2018: $351,672Expenses 2018: $224,775Net Income 2018: $126,8972018Revenue 2019: $532,762Expenses 2019: $257,561Net Income 2019: $275,2012019Revenue 2020: $252,503Expenses 2020: $355,145Net Income 2020: -$102,6422020Revenue 2021: $712,253Expenses 2021: $564,670Net Income 2021: $147,5832021Revenue 2021: $103,780Expenses 2021: $178,515Net Income 2021: -$74,7352021Revenue 2022: $1,037,136Expenses 2022: $1,095,768Net Income 2022: -$58,6322022Revenue 2023: $1,028,989Expenses 2023: $1,086,122Net Income 2023: -$57,1332023Revenue 2024: $787,245Expenses 2024: $742,992Net Income 2024: $44,2532024

Highlighted filing

2021

Revenue$103,780
Expenses$178,515
Net Income-$74,735
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Jun 30, 2021
Signed
Feb 6, 2023
Return Version
2021v4.0
Gross Receipts
$103,780
Mission and Program Overview

Mission

hH improves children's vision and hearing through an innovative delivery of care that begins with advanced screening methods providing families in poverty with access to care and ensures that children have the needed prescription eyewear. Closing the access to care gap strengthens children's social and emotional development and promotes academic success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$171,422$322,123▲ $150,701
Cash and Non-Interest-Bearing Accounts$307,886$114,153▼ $193,733
Inventories for Sale or Use$66,955$66,955→ $0
Accounts Receivable$15,291$3,291▼ $12,000
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$567,938$508,022▼ $59,916
Other Assets Total$6,384$1,500▼ $4,884
Liabilities
Mortgage Notes Payable Secured by Investment Property$147,494$212,261▲ $64,767
Accounts Payable and Accrued Expenses$51,115$1,167▼ $49,948
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$198,609$213,428▲ $14,819
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$369,329$294,594▼ $74,735
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$369,329$294,594▼ $74,735
Total Liabilities and Net Assets / Fund Balance$567,938$508,022▼ $59,916

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$322,123$93,621-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Chelsea ElliottExecutive DirectorFT$27,500$27,500

Board Members and Trustees

NameTitle
Seth RauChairperson
Dr Daniel BrinchmanDirector
Dr Eric WeaverDirector
Megan O'DellDirector
Nancy BeeslyDirector
Stephanie CollinsDirector
Jennifer FosterDirector elected 6 17 21
Regina BudetDirector elected 6 17 21
Revenue and Support

Revenue Composition

Contributions and Grants
$102,780
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,000
All Other Contributions
$102,740
Change in Net Assets
$-74,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,272
Salaries, Compensation, and Employee Benefits$82,243
Total Fundraising Expense$48,764
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,951$0$35,000$42,951
Current Officers, Directors, Trustees, and Key Employees$22,000$2,750$2,750$27,500
Depreciation Depletion$26,146$0$0$26,146
Fees for Services Management$25,119$900$0$26,019
Occupancy$9,023$1,128$1,128$11,279
Other Expenses$7,508$0$0$7,508
Other Employee Benefits$2,579$323$3,323$6,225
Payroll Taxes$2,469$210$2,888$5,567
Insurance$3,993$444$0$4,437
Office Expenses$2,579$322$322$3,223
Interest$1,159$0$0$1,159
Travel$302$0$0$302
Conferences and Meetings$245$0$0$245
Advertising$111$0$0$111
Total Functional Expenses$123,674$6,077$48,764$178,515
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 8A

Committees of the Governing Body only have the authority to make recommendations to the full board. They do not act independently.

Part VI, Line 12C

Members are asked to disclosed conflicts of interest and abstain from voting if any interest in is conflict with the duty to serve hH.

Part VI, Line 15

An annual evaluation of the executive director is conducted comparing results with prior year to show growth or a lack of progress. The board researches the salaries of other Non-profit organizations of the same size of hH and makes a recommendation to the full board for approval.

Part VI, Line 19

Section C - Disclosure: The public can make requests to Half Helen by emailing the Executive Director at [email protected]. We also have a general email where requests can be made [email protected].

Part VII, Line 1A (9)

| Explanation:| As this return represents a short year Chelsea Elliott's listed compensation is for the period from January 1 2021 to June 30 2021.

Part VI, Line 8 A & B

| Explanation:| All committees of the board submit recommendations back to the full board where final decisions are voted upon for approval. Minutes are kept at each of board meetings. No committee of the board has the authority to act on behalf of the foundation.

Part VI, Line 12B

| Explanation:| All officers directors of hH are required to disclose all conflicts to the full board annually or if a conflict arises throughout the year.

Filing and Contact Details

Filer

Filer Name
Half Helen Foundation
EIN
46-2808051
In Care Of
% Chelsea Elliott
Phone
5122991347
Address
7801 N Lamar Blvd F-34, AUSTIN, TX 78752
Doing Business As
Half Helen

Signing Officer

Name
Chelsea L Elliott
Title
Executive Director
Signed
2023-02-06
Discuss with paid preparer
No

Organization Details

Formed
2013
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
15
Supplemental Narrative

Additional Explanations

Part V, Line 1A

| Explanation:| Half Helen changed its fiscal year to July 1 effective July 1 2021. This return is for the short period of January 1 2021 to June 30 2021. During this time no 1099's were issued.

Part V, Line 2A

| Explanation:| Half Helen changed its fiscal year to July 1 effective July 1 2021. This return is for the short period of January 1 2021 to June 30 2021. The W-2 W-3 for this period will be issued at the end of calendar year December 2021.

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IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0444
IRS990/InsuranceGrp/ProgramServicesAmt03993
IRS990/InsuranceGrp/TotalAmt04437
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt01159
IRS990/InterestGrp/TotalAmt01159
IRS990/InventoriesForSaleOrUseGrp/BOYAmt066955
IRS990/InventoriesForSaleOrUseGrp/EOYAmt066955
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt093621
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0171422
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0322123
IRS990/LandBldgEquipCostOrOtherBssAmt0415744
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/MissionDesc0Half Helen improves children't vision and hearing through an innovative delivery of care that begins with advanced screening methods providing families in poverty with access to care and ensures that children have the needed prescription eyewear. Closing the gap to access care strengthens children't social and emotional development and promotes academic success.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0147494
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0212261
IRS990/NetAssetsOrFundBalancesBOYAmt0369329
IRS990/NetAssetsOrFundBalancesEOYAmt0294594
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0369329
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0294594
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01128
IRS990/OccupancyGrp/ManagementAndGeneralAmt01128
IRS990/OccupancyGrp/ProgramServicesAmt09023
IRS990/OccupancyGrp/TotalAmt011279
IRS990/OfficeExpensesGrp/FundraisingAmt0322
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IRS990/OfficeExpensesGrp/ProgramServicesAmt02579
IRS990/OfficeExpensesGrp/TotalAmt03223
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt06384
IRS990/OtherAssetsTotalGrp/EOYAmt01500
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03323
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0323
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02579
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06225
IRS990/OtherExpensesGrp/Desc0Mobile Clinic: repairs, storage, and gasoline
IRS990/OtherExpensesGrp/Desc1Clinic supplies (non-capitalized)
IRS990/OtherExpensesGrp/Desc2Fundraising costs
IRS990/OtherExpensesGrp/Desc3Loss on sale of Asset (van trade-in)
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt23353
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt01362
IRS990/OtherExpensesGrp/ProgramServicesAmt111128
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt37508
IRS990/OtherExpensesGrp/TotalAmt01362
IRS990/OtherExpensesGrp/TotalAmt111128
IRS990/OtherExpensesGrp/TotalAmt23353
IRS990/OtherExpensesGrp/TotalAmt37508
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherOrganizationDsc0Non Profit Organization
IRS990/OtherRevenueMiscGrp/Desc0EIDL Loan Advance Payment
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt01000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt035000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07951
IRS990/OtherSalariesAndWagesGrp/TotalAmt042951
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $500k-$1M nonprofits