Civic Intelligence

Helena Group Foundation

990 • Fiscal year 2019 • EIN 81-5455559

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

Organization Profilehelena.org
515 S Flower St 5100Los Angeles, CA 90071

(917) 544-6725

Siviq Scores

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

Liabilities / Assets

41st percentile

0.04x

Higher debt load relative to assets than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-317%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

68th percentile

$98,400

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

1st percentile

-82%

Faster asset growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$782,320

Down $3,515,189 (-82%) from 2018

Net Assets

Down

$749,164

Down $3,513,056 (-82%) from 2018

Liabilities

Down

$33,156

Down $2,133 (-6.0%) from 2018

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin1st percentile

Revenue

Down

$1,109,645

Down $3,296,889 (-75%) from 2018

Expenses

Up

$4,622,701

Up $4,259,880 (+1174%) from 2018

Net Income

Down

-$3,513,056

Down $7,556,769 (-187%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$15M$10M$5.0M$0Assets 2015: $15,545Liabilities 2015: $02015Assets 2016: $21,038Liabilities 2016: $02016Assets 2017: $210,861Liabilities 2017: $0Net Assets 2017: $210,8612017Assets 2018: $4,297,509Liabilities 2018: $35,289Net Assets 2018: $4,262,2202018Assets 2019: $782,320Liabilities 2019: $33,156Net Assets 2019: $749,1642019Assets 2020: $11,555,421Liabilities 2020: $10,299,986Net Assets 2020: $1,255,4352020Assets 2021: $5,288,312Liabilities 2021: $4,296,511Net Assets 2021: $991,8012021Assets 2022: $5,711,986Liabilities 2022: $3,559,515Net Assets 2022: $2,152,4712022Assets 2023: $1,607,659Liabilities 2023: $325,852Net Assets 2023: $1,281,8072023Assets 2024: $866,249Liabilities 2024: $28,860Net Assets 2024: $837,3892024

Highlighted filing

2019

Assets$782,320
Liabilities$33,156
Net Assets$749,164
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$5.0M$0-$5.0MRevenue 2015: $29,500Expenses 2015: $13,955Net Income 2015: $15,5452015Revenue 2016: $156,575Expenses 2016: $151,081Net Income 2016: $5,4942016Revenue 2017: $1,579,503Expenses 2017: $336,677Net Income 2017: $1,242,8262017Revenue 2018: $4,406,534Expenses 2018: $362,821Net Income 2018: $4,043,7132018Revenue 2019: $1,109,645Expenses 2019: $4,622,701Net Income 2019: -$3,513,0562019Revenue 2020: $2,815,383Expenses 2020: $2,309,112Net Income 2020: $506,2712020Revenue 2021: $1,489,338Expenses 2021: $1,752,972Net Income 2021: -$263,6342021Revenue 2022: $2,678,385Expenses 2022: $1,517,715Net Income 2022: $1,160,6702022Revenue 2023: $707,151Expenses 2023: $1,616,110Net Income 2023: -$908,9592023Revenue 2024: $1,215,790Expenses 2024: $1,660,208Net Income 2024: -$444,4182024

Highlighted filing

2019

Revenue$1,109,645
Expenses$4,622,701
Net Income-$3,513,056
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 22, 2020
Return Version
2019v5.0
Gross Receipts
$1,109,645
Mission and Program Overview

Mission

The Helena Group Foundation seeks to address urgent global issues like environmental degradation, infrastructure security, and the decline of liberal democracy by conceiving and operating non-profit projects alongside a small group of world leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$699,245-
Land, Buildings, and Equipment, Net$52,200$47,533▼ $4,667
Cash and Non-Interest-Bearing Accounts$4,245,309$28,800▼ $4,216,509
Prepaid Expenses and Deferred Charges-$6,742-
Total Assets$4,297,509$782,320▼ $3,515,189
Liabilities
Accounts Payable and Accrued Expenses$35,289$33,156▼ $2,133
Other Liabilities-$0-
Total Liabilities$35,289$33,156▼ $2,133
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,127,776$423,597▼ $704,179
Net Assets With Donor Restrictions$3,134,444$325,567▼ $2,808,877
Total Net Assets Fund Balance$4,262,220$749,164▼ $3,513,056
Total Liabilities and Net Assets / Fund Balance$4,297,509$782,320▼ $3,515,189

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$47,533$18,467$66,000
Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Henry ElkusPresidentFT$90,831$7,569$98,400
Samuel FeinburgSecretary and TreasurerFT$90,831$7,569$98,400

Board Members and Trustees

NameTitle
Penny HintzBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
SS KS LLC (Sunshine Sachs)Public Relations Consulting Services136 Madison Avenue 17th Floor, New York, NY 10016$125,004
Revenue and Support

Revenue Composition

Contributions and Grants
$1,060,400
Program Service Revenue
$0
Investment Income
$49,245
Other Revenue
$0
All Other Contributions
$1,060,400
Change in Net Assets
$-3,513,056

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,109,645
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$69,264
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$1,178,909
Total Revenue per Form 990
$1,109,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,497,713
Salaries, Compensation, and Employee Benefits$974,988
Grants and Similar Amounts Paid$150,000
Total Fundraising Expense$51,215
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,562,341$35,857-$1,598,198
Conferences and Meetings$1,132,077$14,405-$1,146,482
Other Salaries and Wages$506,045$100,433$34,552$641,030
Travel$325,301$28,676$1,431$355,408
Current Officers, Directors, Trustees, and Key Employees$161,084$18,588$1,991$181,663
Grants to Domestic Orgs$150,000--$150,000
Payroll Taxes$54,962$42,595$3,514$101,071
Advertising$90,000--$90,000
Occupancy-$80,605-$80,605
Other Employee Benefits$45,422$5,241$561$51,224
Fees for Services Accounting-$26,530-$26,530
Fees for Services Legal$7,994$10,030$270$18,294
Depreciation Depletion-$12,667-$12,667
Information Technology$1,368$10,852-$12,220
Office Expenses$2,391$5,381-$7,772
Insurance-$7,109-$7,109
Other Expenses$2,441$1,756$0$4,197
Total Functional Expenses$4,144,479$427,007$51,215$4,622,701

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,691,965
Expenses per Audited Statements$4,622,701
Total Expenses per Form 990$4,622,701
Expenses Not Reported on Form 990$69,264
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stanford UniversitySan Francisco, CA501(c)(3)Deliberative Polling Project$150,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“All members of the Board of Director will receive a draft copy of our 990 for their review and approval via email prior to filing.”

Form 990, Part VI, Section B, Line 15

“Original pay for the CEO, and ED/COO was determined via a team of consultants at the Boston Consulting Group based on a comparison to industry peers back in 2016. Executive/Officer salaries have always been substantially lower than this amount (for years, by 50% or greater, currently ~30% lower than the authorized amount).”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Helena Group Foundation
EIN
81-5455559
Phone
9175446725
Address
515 S Flower St 5100, Los Angeles, CA 90071

Signing Officer

Name
Samuel Feinburg
Title
Executive Director
Signed
2020-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry Elkus
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
17
Volunteers
3

Preparer

Firm
Easy Office dba Jitasa
Address
1750 W Front Street Suite 200, Boise, ID 83702
Preparer
Jeremy Cork
Phone
2082874777
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The Helena Group Foundation undertook the new significant program service, America in One Room (A1R). The detailed description already included in Part III, line 4a.”

Form 990, Part IX, Line 11G

“The overwhelming majority of these expenses are attributable to participant stipends, contractor fees and services associated with the production of America in One Room, Helena's largest charitable initiative in 2019. These costs include stipending each of the 523 attendees and reimbursing them for travel, food, and the production of the event (lighting, staging, videography, travel arrangements for 500+ people, IT, etc.).”

Financial Statement Notes

Schedule D, Part X, Line 2

“The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the Foundation may recognize tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The Foundation files Form 990 in the U.S. federal jurisdiction. It received its determination letter during 2018.”

Raw XML AppendixShowing 400 of 483 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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IRS990/Desc0A1R: America in One Room was a historic gathering that brought together the most representative sample of the American voting electorate in U.S. history. Over the course of three full days, this group engaged in a civil and nuanced deliberation on the critical issues facing the United States. The entire sample took the same in-depth questionnaire before and after the event. This process yielded important data concerning how Americans think about values, candidates, and policy issues when given the chance to think deeply, engage with different opinions, and deliberate in a fact-rich and respectful environment. It was covered extensively in the media, and hailed by former US Presidents Barack Obama and Bill Clinton.
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IRS990/MissionDesc0The Helena Group Foundation seeks to address urgent global issues like environmental degradation, infrastructure security, and the decline of liberal democracy by conceiving and operating non-profit projects alongside a small group of world leaders.
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Membership Program: Helena's Membership program recruits, convenes, and communicates with a small group of world-leading experts in different fields to help Helena choose and operate our projects to address major global issues. In practice, this means: i) Researching and networking to find potential Helena Members (people who represent the pinnacle of achievement in their and share a willingness to use that influence to achieve positive good); ii)recruiting them to join Helena (and agree to assets and talents to solve world problems); and iii) meeting with members to discuss important global problems, and the ways they can work with each other and with Helena to address those problems (e.g. through our other program services).
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0404789
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0SOF: The Social Outcomes Fund project, also known as 'Repurpose', was an effort to pioneer a new financial mechanism for enabling the large-scale repurposing of generic drugs. The United States is suffering from a crisis of drug accessibility and drug affordability. Currently, there are over 7000 diseases with no treatment, prevention, or cure. Developing treatments for these diseases could save lives and vastly reduce healthcare spending. Unfortunately, pharmaceutical products developed today can cost millions of dollars per treatment, making any new treatments largely unaffordable for patients. Generic drug repurposing -- the process of identifying new uses for generic, off-patent drugs--presents an opportunity to uncover breakthrough treatments. Compared to traditional drug development, generic repurposing takes half the time, is 2000 times more likely to succeed, and is 100 times cheaper. Generic drug repurposing can be leveraged to help treat diseases in an affordable and accessible manner. However, up to this point, drug repurposing has been almost impossible because of a lack of financial incentive. This is known as the "Problem of Repurposing". Through Repurpose, Helena developed a financial mechanism and an implementation plan to sustainably enable investment in generic drug repurposing. This financial mechanism uses share-in-savings, driving financial returns from healthcare savings rather than increased spending. This model blazes a trail toward sustainable and affordable drug innovation, and aligns the incentives for drug development with patient health and wellbeing.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0172075
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0The Helena Shield Project: Helnea's Shield project is an effort to protect the North American electrical grid from the threat of failure due to cyberattack, solar flare, natural disaster, and other threats. Via targeted educational campaigns, the project successfully catalyzed (and advised, upon request) state and federal action to help protect the North American electrical grid from threats due to solar storms and cyber-attack.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Other programs
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0118845
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt174421
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04406534
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0220830
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04043713
IRS990/PYSalariesCompEmpBnftPaidAmt0141991
IRS990/PYTotalExpensesAmt0362821
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04406534
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-3513056
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01060400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04406534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0526501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0156575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt029500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06179510
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049245
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt049245
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt04541816
IRS990ScheduleA/SubstantialContributorsTotAmt01637694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01060400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04406534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0526501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0156575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06179510
IRS990ScheduleA/TotalSupportAmt06228755
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/DirectContactLegislatorsInd00
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesInd00
IRS990ScheduleC/PaidStaffOrManagementInd01
IRS990ScheduleC/PublicationsOrBroadcastInd00
IRS990ScheduleC/RalliesDemonstrationsInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Our 'Shield' Project aims to protect the US electrical grid from cyberattack, solar flares, natural disasters, and other potential threats. As part of this project, we had a handful (well under 10) of meetings with State and Federal legislators and/or policy staff to educate them about the dangers posed to the US electrical grid by cyberattack, solar weather, hurricanes, terrorist strikes, and other threats, and to offer policy advice. In addition, we interacted with a handful of White House, DoD, and DoE officials to advise on what became the President's Executive Order on Coordinating National Resilience to Electromagnetic Pulses (March 26th, 2019). Some funds were spent to pay for staff time and travel costs associated with these meetings. These meetings represented a diminimous portion (under 1%) of total staff time and expenditures by the organization.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule C, Part II-B, Line 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt00
IRS990ScheduleC/VolunteersInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt069264
IRS990ScheduleD/DonatedServicesUseFcltsAmt069264
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt069264
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04622701
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt047533
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018467
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066000
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt069264
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01109645
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the Foundation may recognize tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The Foundation files Form 990 in the U.S. federal jurisdiction. It received its determination letter during 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt047533
IRS990ScheduleD/TotalExpensesPerForm990Amt04622701
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01109645
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01178909
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04691965
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Deliberative Polling Project
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Stanford University
IRS990ScheduleI/RecipientTable/RecipientEIN0941156365
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 44253
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Francisco
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094144
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization requires periodic reports from the grantee regarding the use of the grant funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Helena Group Foundation undertook the new significant program service, America in One Room (A1R). The detailed description already included in Part III, line 4a.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All members of the Board of Director will receive a draft copy of our 990 for their review and approval via email prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Original pay for the CEO, and ED/COO was determined via a team of consultants at the Boston Consulting Group based on a comparison to industry peers back in 2016. Executive/Officer salaries have always been substantially lower than this amount (for years, by 50% or greater, currently ~30% lower than the authorized amount).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The overwhelming majority of these expenses are attributable to participant stipends, contractor fees and services associated with the production of America in One Room, Helena's largest charitable initiative in 2019. These costs include stipending each of the 523 attendees and reimbursing them for travel, food, and the production of the event (lighting, staging, videography, travel arrangements for 500+ people, IT, etc.).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0CA

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$782,320
Liabilities
$33,156
Net assets
$749,164
Revenue
$1,109,645
Expenses
$4,622,701
Net income
-$3,513,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.03$0.84$1.22$1.66$0.44
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.33$1.28$0.71$1.62$0.91
2022Detailed filing. Detailed filing data is available for this year.$5.71$3.56$2.15$2.68$1.52$1.16
2021Detailed filing. Detailed filing data is available for this year.$5.29$4.30$0.99$1.49$1.75$0.26
2020Detailed filing. Detailed filing data is available for this year.$11.6$10.3$1.26$2.82$2.31$0.51
2019Detailed filing. Detailed filing data is available for this year.$0.78$0.03$0.75$1.11$4.62$3.51
2018Detailed filing. Detailed filing data is available for this year.$4.30$0.04$4.26$4.41$0.36$4.04
2017Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$1.58$0.34$1.24
2016Summary only. Only limited summary data is available for this year.$0.02$0.00$0.16$0.15$0.01
2015Summary only. Only limited summary data is available for this year.$0.02$0.00$0.03$0.01$0.02