Civic Intelligence

The Helton Foundation

EIN 56-2094702 • Raleigh, NC

2236 Coley Forest PlaceRaleigh, NC 27607
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2025

Net Margin

62nd percentile

18%

Higher net margin than 62% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE T20 • <$500k nonprofits • Source year 2025

Asset Growth

60th percentile

0.1%

Faster asset growth than 60% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

351%

Faster revenue growth than 91% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$155,362

Up $207 (+0.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$155,362

Up $207 (+0.1%) from 2024

Operations
Liabilities / Revenue85th percentileNet Margin62nd percentile

Revenue

Up

$1,172

Up $912 (+351%) from 2024

Expenses

Up

$965

Up $265 (+38%) from 2024

Net Income

Up

$207

Up $647 (+147%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $4,117,179Liabilities 2012: $02012Assets 2013: $3,812,050Liabilities 2013: $02013Assets 2014: $3,781,922Liabilities 2014: $02014Assets 2015: $3,726,765Liabilities 2015: $02015Assets 2016: $3,712,765Liabilities 2016: $02016Assets 2019: $196,379Liabilities 2019: $0Net Assets 2019: $196,3792019Assets 2020: $159,107Liabilities 2020: $0Net Assets 2020: $159,1072020Assets 2021: $156,909Liabilities 2021: $0Net Assets 2021: $156,9092021Assets 2022: $156,125Liabilities 2022: $0Net Assets 2022: $156,1252022Assets 2023: $155,595Liabilities 2023: $0Net Assets 2023: $155,5952023Assets 2024: $155,155Liabilities 2024: $0Net Assets 2024: $155,1552024Assets 2025: $155,362Liabilities 2025: $0Net Assets 2025: $155,3622025

Highlighted filing

2025

Assets$155,362
Liabilities$0
Net Assets$155,362
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2012: $24,369Expenses 2012: $108,487Net Income 2012: -$84,1182012Revenue 2013: $15,215Expenses 2013: $312,769Net Income 2013: -$297,5542013Revenue 2014: $18,024Expenses 2014: $48,152Net Income 2014: -$30,1282014Revenue 2015: $11,200Expenses 2015: $66,357Net Income 2015: -$55,1572015Revenue 2016: $3,657Expenses 2016: $17,657Net Income 2016: -$14,0002016Revenue 2019: $8,236Expenses 2019: $22,235Net Income 2019: -$13,9992019Revenue 2020: $4,684Expenses 2020: $37,070Net Income 2020: -$32,3862020Revenue 2021: -$562Expenses 2021: $1,636Net Income 2021: -$2,1982021Revenue 2022: $16Expenses 2022: $800Net Income 2022: -$7842022Revenue 2023: $270Expenses 2023: $800Net Income 2023: -$5302023Revenue 2024: $260Expenses 2024: $700Net Income 2024: -$4402024Revenue 2025: $1,172Expenses 2025: $965Net Income 2025: $2072025

Highlighted filing

2025

Revenue$1,172
Expenses$965
Net Income$207
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,362
Liabilities
$0
Net assets
$155,362
Revenue
$1,172
Expenses
$965
Net income
$207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.01$0.02$0.01
2016Summary only. Only limited summary data is available for this year.$3.71$0.00$0.00$0.02$0.01
2015Summary only. Only limited summary data is available for this year.$3.73$0.00$0.01$0.07$0.06
2014Summary only. Only limited summary data is available for this year.$3.78$0.00$0.02$0.05$0.03
2013Summary only. Only limited summary data is available for this year.$3.81$0.00$0.02$0.31$0.30
2012Summary only. Only limited summary data is available for this year.$4.12$0.00$0.02$0.11$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W CHARLES HELTONVice President-$0--
BARBARA S HELTONSecretary-$0--
THOMAS DALE HELTONVice President & Assistant Secretary-$0--
LAURA E KALORINPresident And CEO-$0--
J MICAH PATETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Helton Foundation
EIN
56-2094702
Phone
9197823377
Address
2236 COLEY FOREST PLACE, RALEIGH, NC 27607

Signing Officer

Name
William C Helton
Title
Vice President
Phone
9197823377
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Mpcompany Llp
Address
4600 MARRIOTT DRIVE SUITE 300, RALEIGH, NC 27612
Preparer
J Micah Pate
Phone
9198369200
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0W CHARLES HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA S HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS DALE HELTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT & ASSISTANT SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT AND CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0615
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022947
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015916
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0615
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015916
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022947
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C HELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09197823377
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELT
ReturnHeader/Filer/EIN0562094702
ReturnHeader/Filer/PhoneNum09197823377
ReturnHeader/Filer/USAddress/AddressLine1Txt02236 COLEY FOREST PLACE
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027607
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561945391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MPCOMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 MARRIOTT DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027612
ReturnHeader/PreparerPersonGrp/PhoneNum09198369200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J MICAH PATE
ReturnHeader/ReturnTs02025-11-07T15:15:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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