Civic Intelligence

Helene Distefano Fund

990EZ • Fiscal year 2013 • EIN 75-3158416

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 25, 2014

Organization ProfileWWW.HDFGIVE.ORG
1815 Gunbarrel Road37421

(423) 898-7288

Siviq Scores

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

Liabilities / Assets

75th percentile

0.09x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

0.52x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

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

Asset Growth

58th percentile

6.4%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

12th percentile

-39%

Faster revenue growth than 12% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$40,851

Up $2,448 (+6.4%) from 2012

Net Assets

Up

$37,268

Up $3,077 (+9.0%) from 2012

Liabilities

Down

$3,583

Down $629 (-15%) from 2012

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin90th percentile

Revenue

Down

$6,860

Down $4,304 (-39%) from 2012

Expenses

Down

$3,789

Down $7,489 (-66%) from 2012

Net Income

Up

$3,071

Up $3,185 (+2794%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2013

Assets$40,851
Liabilities$3,583
Net Assets$37,268
Open 2013 Filing

Operations Trend

Revenue Growth12th 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

2013

Revenue$6,860
Expenses$3,789
Net Income$3,071
Open 2013 Filing
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 Pay73rd 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
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt03071
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
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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.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,851
Liabilities
$3,583
Net assets
$37,268
Revenue
$6,860
Expenses
$3,789
Net income
$3,071
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