Civic Intelligence

A Helping Hand Inc

990 • Fiscal year 2014 • EIN 56-1923835

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

1502 W Hwy 54Room/Suite 405Chapel Hill, NC 27707

(919) 403-5555

Siviq Scores

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

Liabilities / Assets

54th percentile

0.07x

Higher debt load relative to assets than 54% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

39th percentile

0.02x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

93rd percentile

82%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$149,036

Up $39,788 (+36%) from 2012

Net Assets

Up

$139,343

Up $47,121 (+51%) from 2012

Liabilities

Down

$9,693

Down $7,333 (-43%) from 2012

Revenue

$602,161

No earlier filing loaded for comparison.

Expenses

Down

$530,611

Down $4,056 (-0.8%) from 2012

Net Income

$71,550

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.

$300K$200K$100K$0-$100KAssets 2010: $116,224Liabilities 2010: $46,686Net Assets 2010: $69,5382010Assets 2012: $109,248Liabilities 2012: $17,026Net Assets 2012: $92,2222012Assets 2014: $149,036Liabilities 2014: $9,693Net Assets 2014: $139,3432014Assets 2015: $125,485Liabilities 2015: $10,284Net Assets 2015: $115,2012015Assets 2017: $83,360Liabilities 2017: $16,795Net Assets 2017: $66,5652017Assets 2018: $83,307Liabilities 2018: $13,133Net Assets 2018: $70,1742018Assets 2019: $89,335Liabilities 2019: $31,033Net Assets 2019: $58,3022019Assets 2020: $218,458Liabilities 2020: $292,087Net Assets 2020: -$73,6292020Assets 2021: $220,303Liabilities 2021: $96,649Net Assets 2021: $123,6542021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2014

Assets$149,036
Liabilities$9,693
Net Assets$139,343

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $490,3522010Expenses 2012: $534,6672012Revenue 2014: $602,161Expenses 2014: $530,611Net Income 2014: $71,5502014Revenue 2015: $523,387Expenses 2015: $548,120Net Income 2015: -$24,7332015Revenue 2017: $455,402Expenses 2017: $523,545Net Income 2017: -$68,1432017Revenue 2018: $593,614Expenses 2018: $590,005Net Income 2018: $3,6092018Revenue 2019: $929,626Expenses 2019: $941,498Net Income 2019: -$11,8722019Revenue 2020: $898,866Expenses 2020: $1,030,795Net Income 2020: -$131,9292020Revenue 2021: $1,282,198Expenses 2021: $1,084,917Net Income 2021: $197,2812021Revenue 2022: $761,728Expenses 2022: $766,798Net Income 2022: -$5,0702022

Highlighted filing

2014

Revenue$602,161
Expenses$530,611
Net Income$71,550
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$602,161
Mission and Program Overview

Mission

A helping hand is a private, non-profit organization, established in north carolina during 1995. Ahh is committed to helping older adults and individuals with disabilities remain as independent as possible, for as long as possible.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,843$97,761▲ $56,918
Accounts Receivable$38,186$48,600▲ $10,414
Land, Buildings, and Equipment, Net$2,034$1,775▼ $259
Total Assets$81,963$149,036▲ $67,073
Other Assets Total$900$900→ $0
Liabilities
Accounts Payable and Accrued Expenses$14,170$9,693▼ $4,477
Total Liabilities$14,170$9,693▼ $4,477
Net Assets / Fund Balance
Unrestricted Net Assets$67,793$139,343▲ $71,550
Total Net Assets Fund Balance$67,793$139,343▲ $71,550
Total Liabilities and Net Assets / Fund Balance$81,963$149,036▲ $67,073

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,775$6,258$8,033
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carol KellyPresident
Deborah MillerDirector
Georgia NelsonDirector
Jenny Holland EllerDirector
Jane CousinsSecretary
Mary MartinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,230
Program Service Revenue
$505,851
Investment Income
$0
Other Revenue
$3,080
All Other Contributions
$66,909
Change in Net Assets
$71,550

Audited Revenue Reconciliation

Revenue per Audited Statements
$602,161
Total Revenue per Audited Statements
$602,161
Total Revenue per Form 990
$602,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$453,025
Other Expenses$77,586
Total Fundraising Expense$5,228
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$399,557$6,147$4,098$409,802
Payroll Taxes$36,587$563$375$37,525
Office Expenses$23,960$2,268$275$26,503
Occupancy$25,321$390$260$25,971
Other Employee Benefits$5,556$85$57$5,698
Insurance$5,525$85$57$5,667
Fees for Services Accounting$4,923$76$50$5,049
Information Technology$3,416$53$35$3,504
Advertising$2,060$32$21$2,113
All Other Expenses$1,957--$1,957
Other Expenses$1,098--$1,098
Conferences and Meetings$366--$366
Depreciation Depletion$259--$259
Total Functional Expenses$515,684$9,699$5,228$530,611

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$530,611
Total Expenses per Audited Statements$530,611
Total Expenses per Form 990$530,611
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
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

Form 990, Page 6, Part VI, Line 11B

The form 990 is prepared by the independent cpa firm. The form 990 is provided to the executive director for her review. The form 990 is distributed to the board members for their review.

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

The board of directors reviews any conflict of interest issues on an annual basis.

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

The board of directors reviews compensation for the executive director by looking at compensation of comparable executive director positions in the local area.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon written request at the main office.

Filing and Contact Details

Filer

EIN
56-1923835
Phone
9194035555

Signing Officer

Name
Jennifer Ashley
Title
Executive Director
Phone
9194035555
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Ashley
Formed
1995
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
6
Employees
108

Preparer

Preparer
Kim E Anglin CPA
Phone
9194932603
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

A helping hand is a private, non-profit organization, established in north carolina during 1995. Ahh is committed to helping older adults and individuals with disabilities remain as independent as possible, for as long as possible.

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

Mobility. Who is served: ahh is unique to the triangle and serves 378 clients annually providing homecare, door-through-door transportation, information and referral, and advocacy. The average age of clients served is 80. Our agency operates on a sliding fee scale. More than 40 percent of our current clients are unable to pay a cost-share and depend on volunteers or donations to fund services. Those needing volunteer services generally have no family support and are struggling at incomes at, or less than 150 percent of, poverty level. Ahh also provides volunteer support to tired family caregivers in need of time to rejuvenate. In addition, we organize volunteers from faith communities and civic organizations to help with yard work. Objectives of the program: ahh provides the following to underserved older adults and individuals with disabilities: a) access to health care, b) escorted transportation for shopping, running errands, or other needs, c) safe home environment, d) respite for caregivers, e) quality of life interaction and opportunity to maintain independence. At the same time, we are educating future health care providers on the challenges faced by older adults and, hopefully, inspiring more careers in geriatrics. Ahh's pre- health service learning program is our greatest resource for serving those who cannot afford the help they desperately need. Unpaid interns agree to attend 30 hours of training in geriatric care and volunteer 120 hours with clients. Despite the economy, we have three times as many pre-medicine, nursing, social work, psychology, o/t, p/t, public health students seeking unpaid internships than we can accommodate. Last year, we sponsored three intern classes (fall, spring and summer) and 78 clients were served by the pre-health interns, who contributed nearly 4,000 volunteer hours. They provided transportation to outpatient surgery, routine medical appointments, helped with errands and in-home assistance. Funding: we are seeking new partnerships with pharmaceutical companies and drug stores, as well as other rtp businesses that are thriving. In addition, we are training students to make presentations in the community in order to reach more possible donors. Earned income through the private pay program continues to increase as more satisfied clients refer friends to ahh.

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IRS990/Desc0NEEDS ADDRESSED: AHH FILLS A GAP IN SERVICES FOR OLDER ADULTS WHO ARE STRUGGLING TO MAINTAIN THEIR INDEPENDENCE AND QUALITY OF LIFE. WE SERVE ADULTS 65+ YEARS OF AGE FOR ANY REASON AND YOUNGER ADULTS 18-64 WHO MAY HAVE A TEMPORARY OR ONGOING NEED DUE TO AN ACCIDENT, ILLNESS, OR INJURY. OF OUR CLIENTS 65+ YEARS OF AGE, 50 PERCENT ARE OVER THE AGE OF 85. WE RESPONDED TO 6,548 REQUESTS FOR ASSISTANCE IN 2011-2012, MAKING IT POSSIBLE FOR 380 CLIENTS TO ACCESS HEALTH CARE AND MAINTAIN INDEPENDENCE. AN INCREASING NUMBER OF CLIENTS CAN NOT AFFORD A COST-SHARE AND RELY ON SUBSIDIZED OR FREE SERVICES. AHH IS ABLE TO PROVIDE ESCORTED TRANSPORTATION ACROSS COUNTY LINES AND HELP THOSE INDIVIDUALS WHO CAN NOT INDEPENDENTLY USE PUBLIC TRANSPORTATION DUE TO FRAILTY, COGNITIVE DEFICIENCIES OR LIMITED MOBILITY. WHO IS SERVED: AHH IS UNIQUE TO THE TRIANGLE AND SERVES 378 CLIENTS ANNUALLY PROVIDING HOMECARE, DOOR-THROUGH-DOOR TRANSPORTATION, INFORMATION AND REFERRAL, AND ADVOCACY. THE AVERAGE AGE OF CLIENTS SERVED IS 80. OUR AGENCY OPERATES ON A SLIDING FEE SCALE. MORE THAN 40 PERCENT OF OUR CURRENT CLIENTS ARE UNABLE TO PAY A COST-SHARE AND DEPEND ON VOLUNTEERS OR DONATIONS TO FUND SERVICES. THOSE NEEDING VOLUNTEER SERVICES GENERALLY HAVE NO FAMILY SUPPORT AND ARE STRUGGLING AT INCOMES AT, OR LESS THAN 150 PERCENT OF, POVERTY LEVEL. AHH ALSO PROVIDES VOLUNTEER SUPPORT TO TIRED FAMILY CAREGIVERS IN NEED OF TIME TO REJUVENATE. IN ADDITION, WE ORGANIZE VOLUNTEERS FROM FAITH COMMUNITIES AND CIVIC ORGANIZATIONS TO HELP WITH YARD WORK. OBJECTIVES OF THE PROGRAM: AHH PROVIDES THE FOLLOWING TO UNDERSERVED OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES: A) ACCESS TO HEALTH CARE, B) ESCORTED TRANSPORTATION FOR SHOPPING, RUNNING ERRANDS, OR OTHER NEEDS, C) SAFE HOME ENVIRONMENT, D) RESPITE FOR CAREGIVERS, E) QUALITY OF LIFE INTERACTION AND OPPORTUNITY TO MAINTAIN INDEPENDENCE. AT THE SAME TIME, WE ARE EDUCATING FUTURE HEALTH CARE PROVIDERS ON THE CHALLENGES FACED BY OLDER ADULTS AND, HOPEFULLY, INSPIRING MORE CAREERS IN GERIATRICS. AHH'S PRE- HEALTH SERVICE LEARNING PROGRAM IS OUR GREATEST RESOURCE FOR SERVING THOSE WHO CANNOT AFFORD THE HELP THEY DESPERATELY NEED. UNPAID INTERNS AGREE TO ATTEND 30 HOURS OF TRAINING IN GERIATRIC CARE AND VOLUNTEER 120 HOURS WITH CLIENTS. DESPITE THE ECONOMY, WE HAVE THREE TIMES AS MANY PRE-MEDICINE, NURSING, SOCIAL WORK, PSYCHOLOGY, O/T, P/T, PUBLIC HEALTH STUDENTS SEEKING UNPAID INTERNSHIPS THAN WE CAN ACCOMMODATE. LAST YEAR, WE SPONSORED THREE INTERN CLASSES (FALL, SPRING AND SUMMER) AND 78 CLIENTS WERE SERVED BY THE PRE-HEALTH INTERNS, WHO CONTRIBUTED NEARLY 4,000 VOLUNTEER HOURS. THEY PROVIDED TRANSPORTATION TO OUTPATIENT SURGERY, ROUTINE MEDICAL APPOINTMENTS, HELPED WITH ERRANDS AND IN-HOME ASSISTANCE. FUNDING: WE ARE SEEKING NEW PARTNERSHIPS WITH PHARMACEUTICAL COMPANIES AND DRUG STORES, AS WELL AS OTHER RTP BUSINESSES THAT ARE THRIVING. IN ADDITION, WE ARE TRAINING STUDENTS TO MAKE PRESENTATIONS IN THE COMMUNITY IN ORDER TO REACH MORE POSSIBLE DONORS. EARNED INCOME THROUGH THE PRIVATE PAY PROGRAM CONTINUES TO INCREASE AS MORE SATISFIED CLIENTS REFER FRIENDS TO AHH.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A HELPING HAND IS A PRIVATE, NON-PROFIT ORGANIZATION, ESTABLISHED IN NORTH CAROLINA DURING 1995. AHH IS COMMITTED TO HELPING OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES REMAIN AS INDEPENDENT AS POSSIBLE, FOR AS LONG AS POSSIBLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MOBILITY. WHO IS SERVED: AHH IS UNIQUE TO THE TRIANGLE AND SERVES 378 CLIENTS ANNUALLY PROVIDING HOMECARE, DOOR-THROUGH-DOOR TRANSPORTATION, INFORMATION AND REFERRAL, AND ADVOCACY. THE AVERAGE AGE OF CLIENTS SERVED IS 80. OUR AGENCY OPERATES ON A SLIDING FEE SCALE. MORE THAN 40 PERCENT OF OUR CURRENT CLIENTS ARE UNABLE TO PAY A COST-SHARE AND DEPEND ON VOLUNTEERS OR DONATIONS TO FUND SERVICES. THOSE NEEDING VOLUNTEER SERVICES GENERALLY HAVE NO FAMILY SUPPORT AND ARE STRUGGLING AT INCOMES AT, OR LESS THAN 150 PERCENT OF, POVERTY LEVEL. AHH ALSO PROVIDES VOLUNTEER SUPPORT TO TIRED FAMILY CAREGIVERS IN NEED OF TIME TO REJUVENATE. IN ADDITION, WE ORGANIZE VOLUNTEERS FROM FAITH COMMUNITIES AND CIVIC ORGANIZATIONS TO HELP WITH YARD WORK. OBJECTIVES OF THE PROGRAM: AHH PROVIDES THE FOLLOWING TO UNDERSERVED OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES: A) ACCESS TO HEALTH CARE, B) ESCORTED TRANSPORTATION FOR SHOPPING, RUNNING ERRANDS, OR OTHER NEEDS, C) SAFE HOME ENVIRONMENT, D) RESPITE FOR CAREGIVERS, E) QUALITY OF LIFE INTERACTION AND OPPORTUNITY TO MAINTAIN INDEPENDENCE. AT THE SAME TIME, WE ARE EDUCATING FUTURE HEALTH CARE PROVIDERS ON THE CHALLENGES FACED BY OLDER ADULTS AND, HOPEFULLY, INSPIRING MORE CAREERS IN GERIATRICS. AHH'S PRE- HEALTH SERVICE LEARNING PROGRAM IS OUR GREATEST RESOURCE FOR SERVING THOSE WHO CANNOT AFFORD THE HELP THEY DESPERATELY NEED. UNPAID INTERNS AGREE TO ATTEND 30 HOURS OF TRAINING IN GERIATRIC CARE AND VOLUNTEER 120 HOURS WITH CLIENTS. DESPITE THE ECONOMY, WE HAVE THREE TIMES AS MANY PRE-MEDICINE, NURSING, SOCIAL WORK, PSYCHOLOGY, O/T, P/T, PUBLIC HEALTH STUDENTS SEEKING UNPAID INTERNSHIPS THAN WE CAN ACCOMMODATE. LAST YEAR, WE SPONSORED THREE INTERN CLASSES (FALL, SPRING AND SUMMER) AND 78 CLIENTS WERE SERVED BY THE PRE-HEALTH INTERNS, WHO CONTRIBUTED NEARLY 4,000 VOLUNTEER HOURS. THEY PROVIDED TRANSPORTATION TO OUTPATIENT SURGERY, ROUTINE MEDICAL APPOINTMENTS, HELPED WITH ERRANDS AND IN-HOME ASSISTANCE. FUNDING: WE ARE SEEKING NEW PARTNERSHIPS WITH PHARMACEUTICAL COMPANIES AND DRUG STORES, AS WELL AS OTHER RTP BUSINESSES THAT ARE THRIVING. IN ADDITION, WE ARE TRAINING STUDENTS TO MAKE PRESENTATIONS IN THE COMMUNITY IN ORDER TO REACH MORE POSSIBLE DONORS. EARNED INCOME THROUGH THE PRIVATE PAY PROGRAM CONTINUES TO INCREASE AS MORE SATISFIED CLIENTS REFER FRIENDS TO AHH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY THE INDEPENDENT CPA FIRM. THE FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR FOR HER REVIEW. THE FORM 990 IS DISTRIBUTED TO THE BOARD MEMBERS FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS ANY CONFLICT OF INTEREST ISSUES ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS REVIEWS COMPENSATION FOR THE EXECUTIVE DIRECTOR BY LOOKING AT COMPENSATION OF COMPARABLE EXECUTIVE DIRECTOR POSITIONS IN THE LOCAL AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST AT THE MAIN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ASHLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09194035555
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10A HELPING HAND
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MINOR ANGLIN & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103608 SHANNON RD SUITE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027707
ReturnHeader/PreparerPersonGrp/PhoneNum09194932603
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM E ANGLIN CPA
ReturnHeader/ReturnTs02015-05-14T12:47:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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