Civic Intelligence

Helena Group Foundation

990 • Fiscal year 2023 • EIN 81-5455559

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 04, 2024

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

(424) 274-2045

Siviq Scores

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

Liabilities / Assets

68th percentile

0.20x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.46x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-129%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

91st percentile

$209,147

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 29.6% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

1st percentile

-72%

Faster asset growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$1,607,659

Down $4,104,327 (-72%) from 2022

Net Assets

Down

$1,281,807

Down $870,664 (-40%) from 2022

Liabilities

Down

$325,852

Down $3,233,663 (-91%) from 2022

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin3rd percentile

Revenue

Down

$707,151

Down $1,971,234 (-74%) from 2022

Expenses

Up

$1,616,110

Up $98,395 (+6.5%) from 2022

Net Income

Down

-$908,959

Down $2,069,629 (-178%) from 2022

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

2023

Assets$1,607,659
Liabilities$325,852
Net Assets$1,281,807
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$707,151
Expenses$1,616,110
Net Income-$908,959
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 4, 2024
Return Version
2023v5.0
Gross Receipts
$707,151
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.

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 in their fields.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,823,461$1,229,182▼ $594,279
Cash and Non-Interest-Bearing Accounts$409,591$296,488▼ $113,103
Accounts Receivable$73,263$74,732▲ $1,469
Prepaid Expenses and Deferred Charges$6,033$6,724▲ $691
Land, Buildings, and Equipment, Net$7,933$533▼ $7,400
Total Assets$2,320,281$1,607,659▼ $712,622
Liabilities
Accounts Payable and Accrued Expenses$129,515$325,852▲ $196,337
Other Liabilities$0$0→ $0
Total Liabilities$129,515$325,852▲ $196,337
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,164,707$715,001▼ $449,706
Net Assets Without Donor Restrictions$1,026,059$566,806▼ $459,253
Total Net Assets Fund Balance$2,190,766$1,281,807▼ $908,959
Total Liabilities and Net Assets / Fund Balance$2,320,281$1,607,659▼ $712,622

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$533$65,467$66,000
Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey M BrooksDirector of America in One Room and Project OperatorFT$209,147$209,147
Erika YorioMembership DirectorFT$190,000$190,000
Henry ElkusChairPT$107,692$107,692
Samuel FeinburgTreasurerPT$107,692$107,692

Board Members and Trustees

NameTitle
Cassandra RosenthalBoard Member
Marc BielasBoard Member
Penny HintzBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Claire QureshiConsulting Services5613 WOOD WAY, Bethesda, MD 20816$153,000
Mark DybulConsulting Services8974 S BAYVIEW DR, Chestertown, MD 21620$145,502
Revenue and Support

Revenue Composition

Contributions and Grants
$651,280
Program Service Revenue
$0
Investment Income
$55,871
Other Revenue
$0
All Other Contributions
$651,280
Change in Net Assets
$-908,959

Audited Revenue Reconciliation

Revenue per Audited Statements
$707,151
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$157,823
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$864,974
Total Revenue per Form 990
$707,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$864,164
Salaries, Compensation, and Employee Benefits$751,946
Total Fundraising Expense$36,894
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$660,335$81,246-$741,581
Current Officers, Directors, Trustees, and Key Employees$560,685$21,645$32,200$614,530
Other Salaries and Wages$52,577$2,542-$55,119
Payroll Taxes$42,838$6,619-$49,457
Fees for Services Accounting-$39,080-$39,080
Other Employee Benefits-$32,840-$32,840
Travel$29,390-$2,473$31,863
Office Expenses$15,753$13,754-$29,507
Depreciation Depletion-$7,400-$7,400
Insurance-$6,606-$6,606
All Other Expenses-$3,716$2,221$5,937
Advertising$140$2,050-$2,190
Total Functional Expenses$1,361,718$217,498$36,894$1,616,110

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,773,933
Expenses per Audited Statements$1,616,110
Total Expenses per Form 990$1,616,110
Expenses Not Reported on Form 990$157,823
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Two board members have a business relationship. Sam feinburg and henry elkus are in business together in helena's for-profit arm, helena special investments.”

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

“Each member of the board is provided with a copy of the 990, with ample time to review, suggest amendments, request further information on any part of the form, or otherwise comment on and contribute to the filing process.”

Form 990, Part VI, Section B, Line 15

“In 2016, helena engaged the boston consulting group (bcg) to perform a review of executive compensation at comparable charitable organizations at various levels of annual budgets. That review produced an extensive set of detailed salary recommendations for the organization's top officers. Every year since, helena's officers have been compensated at less than the amounts recommended by bcg in that study, without any adjustments for inflation. In addition, the board of compensation committee, comprised of the 3 independent directors, has met and issued renewed recommendations for executive compensation based on market comparable organizations and roles. In 2023, helena's officers were provided with less compensation than recommended by this committe.”

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
4242742045
Address
515 S FLOWER ST 5100, LOS ANGELES, CA 90071

Signing Officer

Name
Sam Feinburg
Title
Chief Operation Officer
Phone
4242742045
Signed
2024-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sam Feinburg
Formed
2015
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
6
Volunteers
2

Preparer

Firm
Easy Office Dba Jitasa
Address
1120 S RACKHAM WAY SUITE 300, MERIDIAN, ID 83642
Preparer
Jeremy Cork
Phone
2082874777
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“CONTRACTORS - GENERAL.”

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 draft 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 556 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/NetAssetsOrFundBalancesBOYAmt02190766
IRS990/NetAssetsOrFundBalancesEOYAmt01281807
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01026059
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0566806
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013754
IRS990/OfficeExpensesGrp/ProgramServicesAmt015753
IRS990/OfficeExpensesGrp/TotalAmt029507
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt032840
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032840
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02542
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt052577
IRS990/OtherSalariesAndWagesGrp/TotalAmt055119
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06619
IRS990/PayrollTaxesGrp/ProgramServicesAmt042838
IRS990/PayrollTaxesGrp/TotalAmt049457
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06033
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06724
IRS990/PrincipalOfficerNm0SAM FEINBURG
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0BIOSECURITY PROJECT - ADVANCES IN SYNTHETIC BIOLOGY AND OTHER INTERSECTING TECHNOLOGIES (E.G. AI) ARE DRIVING ENORMOUS NOVEL RISKS TO SOCIETY. THESE RISKS ARE GROWING IN SEVERITY AND LIKELIHOOD; MITIGATING THEM REQUIRES POWERFUL AND ENDURING RESPONSES. HELENA'S BIOSECURITY PROJECT AIMS TO ADVANCE WISE POLICY TO MITIGATE RISKS FROM SYNTHETIC BIOLOGY AND TO INCREASE THE COMPETENCE AND TRUSTWORTHINESS OF THE INSTITUTIONS REQUIRED TO ENACT SAID POLICY. WE DO THIS THROUGH ENGAGEMENT WITH US AND GLOBAL POLICYMAKERS, ACADEMICS, AND PRIVATE SECTOR LEADERS TO PROVIDE RESEARCH, PROPOSALS, AND ADVICE ON HOW TO REDUCE RISK FROM ADVANCES IN SYNTHETIC BIOLOGY. FOR MORE INFORMATION, PLEASE VISIT HTTP://HELENA.ORG/PROJECTS/BIOSECURITY/.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0375826
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBERSHIP - 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). THIS PROGRAM ALSO INVOLVES HELPING OUR MEMBERS WITH THEIR OWN PROJECTS TO ADDRESS SOCIETAL ISSUES IN HELENA'S PROGRAM AREAS, INCLUDING EFFORTS LIKE PROJECT PROTEUS, AN UNDERWATER MONITORING AND RESEARCH STATION TO STUDY THE HEALTH OF THE OCEANS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0276378
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt054166
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02700695
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0446184
IRS990/PYInvestmentIncomeAmt015985
IRS990/PYOtherExpensesAmt0412397
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01198965
IRS990/PYSalariesCompEmpBnftPaidAmt0659134
IRS990/PYTotalExpensesAmt01517715
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02716680
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-908959
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
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/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER RELATED REVENUE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0651280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02700695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01432135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02763610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01060400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08608120
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt055871
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015985
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt057152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt048757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt049245
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0227010
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/OtherIncome170Grp/TotalAmt050
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66994
IRS990ScheduleA/PublicSupportPY170Pct00.71826
IRS990ScheduleA/PublicSupportTotal170Amt05919023
IRS990ScheduleA/SubstantialContributorsTotAmt02689097
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0651280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02700695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01432135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02763610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01060400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08608120
IRS990ScheduleA/TotalSupportAmt08835180
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
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0157823
IRS990ScheduleD/DonatedServicesUseFcltsAmt0157823
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesNotReportedAmt0157823
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01616110
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/BookValueAmt0533
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt065467
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066000
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt0157823
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0707151
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 DRAFT 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/TotalBookValueLandBuildingsAmt0533
IRS990ScheduleD/TotalExpensesPerForm990Amt01616110
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0707151
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0864974
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01773933
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0209147
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1190000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,607,659
Liabilities
$325,852
Net assets
$1,281,807
Revenue
$707,151
Expenses
$1,616,110
Net income
-$908,959
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