Civic Intelligence

Helene Distefano Fund

990EZ • Fiscal year 2012 • EIN 75-3158416

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization ProfileWWW.HDFGIVE.ORG
1815 Gunbarrel Road37421
Siviq Scores

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

Liabilities / Assets

76th percentile

0.11x

Higher debt load relative to assets than 76% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

90th percentile

0.38x

Higher debt load relative to revenue than 90% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

39th percentile

-1.0%

Higher net margin than 39% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$38,403

Down $114 (-0.3%) from 2011

Net Assets

$34,191

No earlier filing loaded for comparison.

Liabilities

Flat

$4,212

Flat from 2011

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin39th percentile

Revenue

Down

$11,164

Down $69,824 (-86%) from 2011

Expenses

Down

$11,278

Down $27,176 (-71%) from 2011

Net Income

Down

-$114

Down $42,648 (-100%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2012

Assets$38,403
Liabilities$4,212
Net Assets$34,191
Open 2012 Filing

Operations Trend

Revenue Growth2nd percentile

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

2012

Revenue$11,164
Expenses$11,278
Net Income-$114
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
75-3158416
Raw XML Appendix198 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/Compensation/PersonName0DEBORAH DISTEFANO
CompensationExplanation/Compensation/PersonName1SUSAN DANNER
CompensationExplanation/Compensation/PersonName2KRISTY BOWMAN
CompensationExplanation/Compensation/PersonName3PAM OLSON
CompensationExplanation/Compensation/PersonName4MARK HACKETT
CompensationExplanation/Compensation/PersonName5KARLA MCKAMEY
CompensationExplanation/Compensation/PersonName6JAN LIVELY
CompensationExplanation/Compensation/PersonName7BILL BOWMAN
CompensationExplanation/Compensation/PersonName8KEITH SANFORD
CompensationExplanation/Compensation/PersonName9DEANNA DUNCAN
CompensationExplanation/Compensation/PersonName10LISA COOK
CompensationExplanation/Compensation/PersonName11CHRIS TURLEY
CompensationExplanation/Compensation/PersonName12SUE MARKLEY
CompensationExplanation/Compensation/PersonName13KATHY GARDENHIRE
CompensationExplanation/Compensation/PersonName14KATHY LEE
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY037887
IRS990EZ/CashSavingsAndInvestments/EOY037773
IRS990EZ/ContributionsGiftsGrantsEtc011164
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-114
IRS990EZ/FeesAndOthPymtToIndContractors02596
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts011164
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY034305
IRS990EZ/NetAssetsOrFundBalancesBOY034305
IRS990EZ/NetAssetsOrFundBalances/EOY034191
IRS990EZ/NetAssetsOrFundBalancesEOY034191
IRS990EZ/OccupancyRentUtilitiesAndMaint02226
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition71.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition81.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition91.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition101.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition111.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition121.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition131.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition141.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation120
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation140
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0DEBORAH DISTEFANO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1SUSAN DANNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2KRISTY BOWMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3PAM OLSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4MARK HACKETT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5KARLA MCKAMEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6JAN LIVELY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7BILL BOWMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8KEITH SANFORD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9DEANNA DUNCAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10LISA COOK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11CHRIS TURLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName12SUE MARKLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName13KATHY GARDENHIRE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName14KATHY LEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title14DIRECTOR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY0630
IRS990EZ/OtherAssetsTotal/EOY0630
IRS990EZ/OtherExpensesTotal03118
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE FINANCIAL AND EMOTIONAL ASSISTANCE TO WOMEN UNDERGOING BREAST CANCER TREATMENT. SELECTION BASED ON FINANCIAL NEED.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0FUNDRAISING FOR BREAST CANCER SUPPORT.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1FUNDRAISING AND BUSINESS CONTRIBUTIONS.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses011278
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits03338
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY04212
IRS990EZ/SumOfTotalLiabilities/EOY04212
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine108155 EAST BRAINERD ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0CHATTANOOGA
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0TN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode037421
IRS990EZ/TheBooksAreInCareOf/NamePerson0DEBORAH R DISTEFANO
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04238987288
IRS990EZ/TotalAssets/BOY038517
IRS990EZ/TotalAssets/EOY038403
IRS990EZ/TotalExpenses011278
IRS990EZ/TotalProgramServiceExpenses011278
IRS990EZ/TotalRevenue011164
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.HDFGIVE.ORG
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear011164
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year012868
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years023436
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years066383
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years053139
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0166990
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear05
IRS990ScheduleA/GrossInvestmentIncome170/Total05
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17001.00000
IRS990ScheduleA/PublicSupportTotal1700166990
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear011164
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year012868
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years023436
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years066383
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years053139
IRS990ScheduleA/Total170/Total0166990
IRS990ScheduleA/TotalSupport0166995
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES ADVERTISING AND PROMOTION 60 OFFICE 381 CONFERENCES/MEETINGS 278 INSURANCE 1,533 BANK SERVICE FEES 16 BUSINESS REGISTRATION FEE 300 MERCHANT FEES 11 MISCELLANEOUS 539 TOTAL 3,118
IRS990ScheduleO/GeneralExplanation/Explanation1OTHER ASSETS 630 630 TOTAL 630 630
IRS990ScheduleO/GeneralExplanation/Explanation2NOTE PAYABLE - D. DISTEFANO 4,212 4,212
IRS990ScheduleO/GeneralExplanation/Explanation3TO PROVIDE FINANCIAL AND EMOTIONAL ASSISTANCE TO WOMEN UNDERGOING BREAST CANCER TREATMENT. SELECTION BASED ON FINANCIAL NEED.
IRS990ScheduleO/GeneralExplanation/Explanation4FUNDRAISING AND BUSINESS CONTRIBUTIONS.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier3PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier4ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0753158416
ReturnHeader/Filer/Name/BusinessNameLine10HELENE DISTEFANO FUND
ReturnHeader/Filer/NameControl0HELE
ReturnHeader/Filer/Phone04238987288
ReturnHeader/Filer/USAddress/AddressLine101815 GUNBARREL ROAD
ReturnHeader/Filer/USAddress/City0CHATTANOOGA
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037421
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0DEBORAH R DISTEFANO
ReturnHeader/Officer/Phone04238987288
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-09-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JOE P HONEY CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10419 NORTH MARKET ST STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CHATTANOOGA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0374053974
ReturnHeader/Preparer/Name0JOE P HONEY
ReturnHeader/Preparer/Phone04235537220
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-13T10:24:41-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$38,403
Liabilities
$4,212
Net assets
$34,191
Revenue
$11,164
Expenses
$11,278
Net income
-$114
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