Civic Intelligence

Helene Distefano Fund

EIN 75-3158416 • 501(c)3 • Chattanooga, TN

Profile

To provide financial and emotional assistance to women undergoing breast cancer treatment. Selection based on financial need.

1815 Gunbarrel RoadChattanooga, TN 37421

www.hdfgive.org

Siviq Scores

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

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets78th percentile

Assets

Flat

$40,851

Flat from 2013

Liabilities

Flat

$3,583

Flat from 2013

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $6,860 (-100%) from 2013

Expenses

Down

$0

Down $3,789 (-100%) from 2013

Net Income

Down

$0

Down $3,071 (-100%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$60K$40K$20K$0Assets 2011: $38,517Liabilities 2011: $4,2122011Assets 2012: $38,403Liabilities 2012: $4,212Net Assets 2012: $34,1912012Assets 2013: $40,851Liabilities 2013: $3,583Net Assets 2013: $37,2682013Assets 2014: $40,851Liabilities 2014: $3,5832014

Highlighted filing

2014

Assets$40,851
Liabilities$3,583
Net Assets-
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$100K$50K$0-$50KRevenue 2011: $80,988Expenses 2011: $38,454Net Income 2011: $42,5342011Revenue 2012: $11,164Expenses 2012: $11,278Net Income 2012: -$1142012Revenue 2013: $6,860Expenses 2013: $3,789Net Income 2013: $3,0712013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014

Highlighted filing

2014

Revenue$0
Expenses$0
Net Income$0
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$40,851
Liabilities
$3,583
Net assets
-
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Summary only. Only limited summary data is available for this year.$40.9$3.58$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$40.9$3.58$37.3$6.86$3.79$3.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.4$4.21$34.2$11.2$11.3$0.11
2011Summary only. Only limited summary data is available for this year.$38.5$4.21$81.0$38.5$42.5
Latest Detailed Filing

The latest 2014 filing currently has summary financial data only. Showing the latest detailed filing from 2013 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 25, 2014
Return Version
2013v3.1
Gross Receipts
$6,860
Mission and Program Overview

Mission

To provide financial and emotional assistance to women undergoing breast cancer treatment. Selection based on financial need.

Program Services

DescriptionGrantsExpenses
FUNDRAISING AND BUSINESS CONTRIBUTIONS.-$3,789
FUNDRAISING FOR BREAST CANCER SUPPORT.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH DISTEFANOPresident-$0--
SUSAN DANNERDirector-$0--
KRISTY BOWMANSecretary-$0--
PAM OLSONDirector-$0--
MARK HACKETTDirector-$0--
KARLA MCKAMEYDirector-$0--
JAN LIVELYDirector-$0--
BILL BOWMANVice Preside-$0--
KEITH SANFORDDirector-$0--
DEANNA DUNCANDirector-$0--
LISA COOKDirector-$0--
CHRIS TURLEYDirector-$0--
BARBARA MESERVEDirector-$0--
KATHY LEEDirector-$0--
Filing and Contact Details

Filer

EIN
75-3158416
Phone
4238987288

Signing Officer

Name
Deborah R Distefano
Title
President
Phone
4238987288
Signed
2014-07-25

Preparer

Preparer
Joe P Honey
Phone
4235537220
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank service fees 36 business registration fee 200 total 236”

Form 990-ez, Part II, Line 24

“Other assets 630 0 total 630 0”

Form 990-ez, Part II, Line 26

“Note payable - d. Distefano 4,212 3,583”

Form 990-ez, Part III

“To provide financial and emotional assistance to women undergoing breast cancer treatment. Selection based on financial need.”

Form 990-ez, Part III, Line 31

“Fundraising and business contributions.”

Raw XML Appendix189 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0DEBORAH DISTEFANO
CompensationExplanation/CompensationExplanationGrp/PersonNm1SUSAN DANNER
CompensationExplanation/CompensationExplanationGrp/PersonNm2KRISTY BOWMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3PAM OLSON
CompensationExplanation/CompensationExplanationGrp/PersonNm4MARK HACKETT
CompensationExplanation/CompensationExplanationGrp/PersonNm5KARLA MCKAMEY
CompensationExplanation/CompensationExplanationGrp/PersonNm6JAN LIVELY
CompensationExplanation/CompensationExplanationGrp/PersonNm7BILL BOWMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm8KEITH SANFORD
CompensationExplanation/CompensationExplanationGrp/PersonNm9DEANNA DUNCAN
CompensationExplanation/CompensationExplanationGrp/PersonNm10LISA COOK
CompensationExplanation/CompensationExplanationGrp/PersonNm11CHRIS TURLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm12BARBARA MESERVE
CompensationExplanation/CompensationExplanationGrp/PersonNm13KATHY LEE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10DEBORAH R DISTEFANO
IRS990EZ/BooksInCareOfDetail/PhoneNum04238987288
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine108155 EAST BRAINERD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0CHATTANOOGA
IRS990EZ/BooksInCareOfDetail/USAddress/State0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode037421
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037779
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040851
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06860
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03071
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038409
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040851
IRS990EZ/GrossReceiptsAmt06860
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034197
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037268
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034197
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037268
IRS990EZ/OccupancyRentUtltsAndMaintAmt03053
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBORAH DISTEFANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUSAN DANNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTY BOWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK HACKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KARLA MCKAMEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAN LIVELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BILL BOWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEITH SANFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DEANNA DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LISA COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CHRIS TURLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12BARBARA MESERVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13KATHY LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0630
IRS990EZ/OtherExpensesTotalAmt0236
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL AND EMOTIONAL ASSISTANCE TO WOMEN UNDERGOING BREAST CANCER TREATMENT. SELECTION BASED ON FINANCIAL NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING FOR BREAST CANCER SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDRAISING AND BUSINESS CONTRIBUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03789
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04212
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03583
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03789
IRS990EZ/TotalProgramServiceExpensesAmt03789
IRS990EZ/TotalRevenueAmt06860
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HDFGIVE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011164
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt066383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0120711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0120711
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066383
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0120711
IRS990ScheduleA/TotalSupportAmt0120716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK SERVICE FEES 36 BUSINESS REGISTRATION FEE 200 TOTAL 236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER ASSETS 630 0 TOTAL 630 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOTE PAYABLE - D. DISTEFANO 4,212 3,583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE FINANCIAL AND EMOTIONAL ASSISTANCE TO WOMEN UNDERGOING BREAST CANCER TREATMENT. SELECTION BASED ON FINANCIAL NEED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDRAISING AND BUSINESS CONTRIBUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH R DISTEFANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04238987288
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10HELENE DISTEFANO FUND
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0753158416
ReturnHeader/Filer/PhoneNum04238987288
ReturnHeader/Filer/USAddress/AddressLine101815 GUNBARREL ROAD
ReturnHeader/Filer/USAddress/City0CHATTANOOGA
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037421
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260722835
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JOE P HONEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10419 NORTH MARKET ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0374053974
ReturnHeader/PreparerPersonGrp/PhoneNum04235537220
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE P HONEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-08-06T14:27:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits