Civic Intelligence

The Helton Foundation

990PF • Fiscal year 2020 • EIN 56-2094702

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

Organization Profile
2236 Coley Forest PlaceRaleigh, NC 27607

(919) 782-3377

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.00x

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Net Margin

12th percentile

-691%

Higher net margin than 12% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Asset Growth

22nd percentile

-19%

Faster asset growth than 22% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-43%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$159,107

Down $37,272 (-19%) from 2019

Net Assets

Down

$159,107

Down $37,272 (-19%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin12th percentile

Revenue

Down

$4,684

Down $3,552 (-43%) from 2019

Expenses

Up

$37,070

Up $14,835 (+67%) from 2019

Net Income

Down

-$32,386

Down $18,387 (-131%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$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

2020

Assets$159,107
Liabilities$0
Net Assets$159,107
Open 2020 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$4,684
Expenses$37,070
Net Income-$32,386
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W CHARLES HELTONPresident-$0--
BARBARA S HELTONSecretary-$0--
THOMAS DALE HELTONVice President-$0--
LAURA E KALORINVice President-$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
President
Phone
9197823377
Signed
2020-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Mpcompany Llp
Address
4600 MARRIOTT DRIVE SUITE 300, RALEIGH, NC 27612
Preparer
J Micah Pate
Phone
9198369200
Raw XML Appendix340 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0W CHARLES HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA S HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS DALE HELTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LAURA E KALORIN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0W CHARLES HELTON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02236 COLEY FOREST PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RALEIGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027607
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09197823377
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NO WEBSITE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0W CHARLES HELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT CHARITABLE MEDICAL ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT CURRENT BUDGET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALLIANCE MEDICAL MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NORTH CAROLINA SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 DONALD ROSS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13700 GLENWOOD AVE SUITE 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127612
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08401
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0155
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059335
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027599
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021794
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027599
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059490
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031891
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04886
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON MARKETABLE SECURITIES
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt070
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C HELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09197823377
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09BB97F6132A41B5398AD5C4C1CF8AADB4E58D8A1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.116.112.141
ReturnHeader/FilingSecurityInformation/IPDt02020-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:38:32
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/PreparationDt02020-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J MICAH PATE
ReturnHeader/ReturnTs02020-11-09T08:26:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,107
Liabilities
$0
Net assets
$159,107
Revenue
$4,684
Expenses
$37,070
Net income
-$32,386
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