Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
46th percentile
Higher net margin than 46% of similar nonprofits.
Top Officer Pay
72nd percentile
Higher top officer pay than 72% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
41st percentile
Faster asset growth than 41% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Assets
Down$69,942
Down $2,875 (-3.9%) from 2012
Net Assets
Down$69,942
Down $2,875 (-3.9%) from 2012
Liabilities
Flat$0
Flat from 2012
Revenue
Down$419,462
Down $23,103 (-5.2%) from 2012
Expenses
Down$422,337
Down $25,017 (-5.6%) from 2012
Net Income
Up-$2,875
Up $1,914 (+40%) from 2012
Provide benefits to employees of helmer & sons, inc.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $72,817 | $69,942 | ▼ $2,875 |
| Rtn Earn Endowment Incm Other Fnds | $72,817 | $69,942 | ▼ $2,875 |
| Total Assets | $72,817 | $69,942 | ▼ $2,875 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $72,817 | $69,942 | ▼ $2,875 |
| Total Liabilities and Net Assets / Fund Balance | $72,817 | $69,942 | ▼ $2,875 |
| Name | Title |
|---|---|
| Curtis Helmer | Trustee |
| Maurice Helmer | Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $449 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $421,888 | - | - | $421,888 |
| Fees for Services Accounting | $215 | - | - | $215 |
| Other Expenses | $10 | - | - | $10 |
| Total Functional Expenses | $422,337 | $0 | $0 | $422,337 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Reviewed by trustee prior to signing and filing”
“AVAILABLE UPON REQUEST”
“Provide benefits for employees of corporation”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE BENEFITS TO EMPLOYEES OF HELMER & SONS, INC. |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 421888 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 421888 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | MAURICE HELMER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7079652425 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 910 HOWELL MTN ROAD |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | ANGWIN |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 94508 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 421888 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 33 |
| IRS990/CYOtherExpensesAmt | 0 | 449 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 419429 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -2875 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 422337 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 419462 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | PROVIDE BENEFITS TO EMPLOYEES OF HELMER & SONS, INC. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 422337 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 215 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 215 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CURTIS HELMER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MAURICE HELMER |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1999 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 2 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 419462 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 33 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 33 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | PROVIDE BENEFITS TO EMPLOYEES OF HELMER & SONS, INC. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 72817 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 69942 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | BANK SERVICE CHARGES |
| IRS990/OtherExpensesGrp/Desc | 1 | CALIFORNIA FILING FEES |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 224 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 10 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 224 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 10 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | MAURICE HELMER |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER VEBA PAYMENTS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 419429 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 419429 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | PROVIDE BENEFITS FOR EMPLOYEES OF CORPORATION |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 446972 |
| IRS990/PYInvestmentIncomeAmt | 0 | 87 |
| IRS990/PYOtherExpensesAmt | 0 | 382 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 442478 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -4789 |
| IRS990/PYTotalExpensesAmt | 0 | 447354 |
| IRS990/PYTotalRevenueAmt | 0 | 442565 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -2875 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 72817 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 69942 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 72817 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 69942 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | PROVIDE BENEFITS FOR EMPLOYEES OF CORPORATION |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | REVIEWED BY TRUSTEE PRIOR TO SIGNING AND FILING |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | AVAILABLE UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 72817 |
| IRS990/TotalAssetsEOYAmt | 0 | 69942 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 72817 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 69942 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 422337 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 422337 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 72817 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 69942 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 422337 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 419429 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 419462 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 419462 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 72817 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 69942 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | PO BOX 868 |
| IRS990/USAddress/City | 0 | ANGWIN |
| IRS990/USAddress/State | 0 | CA |
| IRS990/USAddress/ZIPCode | 0 | 94508 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 2 |
| IRS990/VotingMembersIndependentCnt | 0 | 2 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MAURICE HELMER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE/DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7079652425 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-05-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | HELMER & SONS INC VEBA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HELM |
| ReturnHeader/Filer/EIN | 0 | 680443416 |
| ReturnHeader/Filer/PhoneNum | 0 | 7079652425 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 868 |
| ReturnHeader/Filer/USAddress/City | 0 | ANGWIN |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 94508 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | ROBERT L WITHROW CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 843 BROADWAY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | SONOMA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 95476 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7079961101 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-05-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT L WITHROW CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2014-05-13T21:17:23-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
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Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.