Civic Intelligence

Helfgott-Renfroe Foundation Inc.

990PF • Fiscal year 2020 • EIN 65-0710048

Jan 01, 2020 to Dec 31, 2020 • Filed on May 16, 2021

7 Delaware AveDelhi, NY 13753

(607) 267-4666

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • NTEE X • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • NTEE X • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-55%

Higher net margin than 6% of similar nonprofits.

2020 filings • NTEE X • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • NTEE X • $1M-$5M nonprofits • Source year 2020

Asset Growth

6th percentile

-12%

Faster asset growth than 6% of similar nonprofits.

2020 filings • NTEE X • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • NTEE X • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,810,286

Down $250,478 (-12%) from 2019

Net Assets

Down

$1,810,286

Down $250,478 (-12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$63,797

Down $1,705,883 (-96%) from 2019

Expenses

Down

$98,627

Down $16,142 (-14%) from 2019

Net Income

Down

-$34,830

Down $1,689,741 (-102%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $18,112Liabilities 2011: $02011Assets 2012: $17,961Liabilities 2012: $0Net Assets 2012: $17,9612012Assets 2013: $17,235Liabilities 2013: $0Net Assets 2013: $17,2352013Assets 2014: $15,733Liabilities 2014: $12014Assets 2015: $14,216Liabilities 2015: $0Net Assets 2015: $14,2162015Assets 2016: $14,325Liabilities 2016: $0Net Assets 2016: $14,3252016Assets 2018: $316,229Liabilities 2018: $0Net Assets 2018: $316,2292018Assets 2019: $2,060,764Liabilities 2019: $0Net Assets 2019: $2,060,7642019Assets 2020: $1,810,286Liabilities 2020: $0Net Assets 2020: $1,810,2862020Assets 2021: $3,294,358Liabilities 2021: $0Net Assets 2021: $3,294,3582021Assets 2022: $2,777,694Liabilities 2022: $0Net Assets 2022: $2,777,6942022Assets 2023: $2,804,263Liabilities 2023: $12023

Highlighted filing

2020

Assets$1,810,286
Liabilities$0
Net Assets$1,810,286

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,003Expenses 2011: $3,555Net Income 2011: -$2,5522011Expenses 2012: $2,1552012Revenue 2013: $1,004Expenses 2013: $1,730Net Income 2013: -$7262013Revenue 2014: $1,003Expenses 2014: $2,505Net Income 2014: -$1,5022014Revenue 2015: $1,002Expenses 2015: $2,519Net Income 2015: -$1,5172015Revenue 2016: $1,809Expenses 2016: $1,700Net Income 2016: $1092016Revenue 2018: $308,198Expenses 2018: $18,906Net Income 2018: $289,2922018Revenue 2019: $1,769,680Expenses 2019: $114,769Net Income 2019: $1,654,9112019Revenue 2020: $63,797Expenses 2020: $98,627Net Income 2020: -$34,8302020Revenue 2021: $1,328,952Expenses 2021: $115,555Net Income 2021: $1,213,3972021Revenue 2022: $123,636Expenses 2022: $164,752Net Income 2022: -$41,1162022Revenue 2023: $80,233Expenses 2023: $165,050Net Income 2023: -$84,8172023

Highlighted filing

2020

Revenue$63,797
Expenses$98,627
Net Income-$34,830
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 16, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY ENGELSChairmanPT$0--
THOMAS ENGELSDirector-$0--
MICHELE DEFREECEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Helfgott-renfroe Founation Inc
EIN
65-0710048
Address
7 DELAWARE AVE, DELHI, NY 13753

Signing Officer

Name
Amy Engels
Title
Chairman
Signed
2021-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Ann Morris CPA
Address
18 ROOSEVELT AVE, ONEONTA, NY 13820-1912
Preparer
Ann Morris
Phone
6072674666
Raw XML Appendix356 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12DELHI HIGHWAY DEPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1BACK RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ROUTE 28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3SHERWOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PHOEBE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6ROUTE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7ROUTE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8SHERWOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9COURT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10ROUTE 28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11ROUTE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12ELM ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1BACK RIVER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2ROUTE 28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3SHERWOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4ROUTE 28
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt5ROUTE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ONEONTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7HAMDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12DELHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd113820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd213753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd413753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd513753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd613782
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd713782
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd813753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd913753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1013753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1113753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1213753
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041741
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt023259
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083956
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04212
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04212
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038003
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023259
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02732
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt199443
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2116000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1REALIZED AND UNREALIZED G/L
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2WRITE DOWN REAL ESTATE TO FMV
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REAL ESTATE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020795
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01184
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120795
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt271
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ESTATE SALE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02164
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09293
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST TO MARKET VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07699
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07699
TaxesSchedule/TaxesDetail/Amt0338
TaxesSchedule/TaxesDetail/Amt158
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX W/H
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY ENGELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELFGOTT-RENFROE FOUNATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HELF
ReturnHeader/Filer/EIN0650710048
ReturnHeader/Filer/USAddress/AddressLine1Txt07 DELAWARE AVE
ReturnHeader/Filer/USAddress/CityNm0DELHI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANN MORRIS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018 ROOSEVELT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONEONTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0138201912
ReturnHeader/PreparerPersonGrp/PhoneNum06072674666
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN MORRIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-17T09:19:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ENGELS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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