Civic Intelligence

The Helton Foundation

990PF • Fiscal year 2021 • EIN 56-2094702

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 03, 2021

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

72nd percentile

0.00x

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

100th percentile

391%

Higher net margin than 100% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

-1.4%

Faster asset growth than 43% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$156,909

Down $2,198 (-1.4%) from 2020

Net Assets

Down

$156,909

Down $2,198 (-1.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$562

Down $5,246 (-112%) from 2020

Expenses

Down

$1,636

Down $35,434 (-96%) from 2020

Net Income

Up

-$2,198

Up $30,188 (+93%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2021

Assets$156,909
Liabilities$0
Net Assets$156,909
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue-$562
Expenses$1,636
Net Income-$2,198
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay92nd 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
2021-11-03
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 Appendix290 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0800
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021794
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06969
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052366
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027599
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014825
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt052366
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt059335
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C HELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09197823377
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
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/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/PreparationDt02021-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J MICAH PATE
ReturnHeader/ReturnTs02021-11-12T10:32:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELTON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$156,909
Liabilities
$0
Net assets
$156,909
Revenue
-$562
Expenses
$1,636
Net income
-$2,198
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