Civic Intelligence

Help Me Budget Inc

990EZ • Fiscal year 2017 • EIN 90-1011247

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 19, 2017

Organization ProfileWWW.HELPMEBUDGET.ORG
689 Main StreetWalpole, MA 02081

(508) 794-9909

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

52nd percentile

3.9%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$47,899

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 82.4% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

78%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

44%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$5,116

Up $2,242 (+78%) from 2016

Net Assets

Up

$5,116

Up $2,242 (+78%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$58,152

Up $17,659 (+44%) from 2016

Expenses

Up

$55,910

Up $15,877 (+40%) from 2016

Net Income

Up

$2,242

Up $1,782 (+387%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$6.0K$4.0K$2.0K$0Assets 2014: $5,167Liabilities 2014: $933Net Assets 2014: $4,2342014Assets 2015: $2,414Net Assets 2015: $2,4142015Assets 2016: $2,874Net Assets 2016: $2,8742016Assets 2017: $5,116Net Assets 2017: $5,1162017Assets 2018: $5,228Net Assets 2018: $5,2282018Assets 2019: $5,442Net Assets 2019: $5,4422019Assets 2020: $2,637Net Assets 2020: $2,6372020Assets 2021: $2,391Net Assets 2021: $2,3912021Assets 2022: $2,892Net Assets 2022: $2,8922022Assets 2024: $2,372Net Assets 2024: $2,3722024

Highlighted filing

2017

Assets$5,116
Liabilities-
Net Assets$5,116
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KRevenue 2014: $47,344Expenses 2014: $42,047Net Income 2014: $5,2972014Revenue 2015: $32,482Expenses 2015: $34,302Net Income 2015: -$1,8202015Revenue 2016: $40,493Expenses 2016: $40,033Net Income 2016: $4602016Revenue 2017: $58,152Expenses 2017: $55,910Net Income 2017: $2,2422017Revenue 2018: $69,135Expenses 2018: $69,023Net Income 2018: $1122018Revenue 2019: $81,428Expenses 2019: $81,214Net Income 2019: $2142019Revenue 2020: $71,506Expenses 2020: $74,311Net Income 2020: -$2,8052020Revenue 2021: $63,370Expenses 2021: $63,615Net Income 2021: -$2452021Revenue 2022: $62,154Expenses 2022: $61,653Net Income 2022: $5012022Revenue 2024: $54,420Expenses 2024: $54,178Net Income 2024: $2422024

Highlighted filing

2017

Revenue$58,152
Expenses$55,910
Net Income$2,242
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 19, 2017
Return Version
2017v2.2
Gross Receipts
$58,152
Mission and Program Overview

Mission

SOCIAL SERVICE AGENCY

Program Services

DescriptionGrantsExpenses
PROVIDE FINACIAL AND BILL PAYMENT SERVICES FOR THE DISABLED, ELDERLY OR CHILDREN WHO RECEIVE GOVERNMENT FUNDS.-$3,174
PROVIDE FINACIAL AND BILL PAYMENT SERVICES FOR THE DISABLED, ELDERLY OR CHILDREN WHO RECEIVE GOVERNMENT FUNDS.--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAUDIA BARRONPresidentFT$47,899-$47,899
PATRICK BARRONVice Preside-$0--
GREG HOUGHTONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Help Me Budget Inc
EIN
90-1011247
Phone
5087949909
Address
689 MAIN STREET, WALPOLE, MA 02081

Signing Officer

Name
Claudia Barron
Title
President
Phone
5087949909
Signed
2017-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Whitney & Gore Financial Services
Address
615 CONCORD ST, FRAMINGHAM, MA 01702
Preparer
Michael Gore CPA
Phone
5088792041
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertisting and promotion 152 provide financial & bill pay 476 ma corporate tax 50 1,166 total 1,844”

Form 990-ez, Part II, Line 24

“Member loan balance 0 150 total 0 150”

Form 990-ez, Part III, Line 31

“Provide finacial and bill payment services for the disabled, elderly or children who receive government funds.”

Raw XML Appendix107 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CLAUDIA BARRON
IRS990EZ/BooksInCareOfDetail/PhoneNum05087949909
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0247 LAKE AVE NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001605
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02874
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04966
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02242
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01675
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02874
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05116
IRS990EZ/GrossReceiptsAmt058152
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02874
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05116
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02874
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05116
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt047899
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLAUDIA BARRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICK BARRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG HOUGHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0150
IRS990EZ/OtherExpensesTotalAmt01844
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SOCIAL SERVICE AGENCY
IRS990EZ/PrintingPublicationsPostageAmt01330
IRS990EZ/ProgramServiceRevenueAmt058152
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FINACIAL AND BILL PAYMENT SERVICES FOR THE DISABLED, ELDERLY OR CHILDREN WHO RECEIVE GOVERNMENT FUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FINACIAL AND BILL PAYMENT SERVICES FOR THE DISABLED, ELDERLY OR CHILDREN WHO RECEIVE GOVERNMENT FUNDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03174
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt051061
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055910
IRS990EZ/TotalProgramServiceExpensesAmt03174
IRS990EZ/TotalRevenueAmt058152
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HELPMEBUDGET.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISTING AND PROMOTION 152 PROVIDE FINANCIAL & BILL PAY 476 MA CORPORATE TAX 50 1,166 TOTAL 1,844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBER LOAN BALANCE 0 150 TOTAL 0 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE FINACIAL AND BILL PAYMENT SERVICES FOR THE DISABLED, ELDERLY OR CHILDREN WHO RECEIVE GOVERNMENT FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAUDIA BARRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05087949909
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELP ME BUDGET INC
ReturnHeader/Filer/BusinessNameControlTxt0HELP
ReturnHeader/Filer/EIN0901011247
ReturnHeader/Filer/PhoneNum05087949909
ReturnHeader/Filer/USAddress/AddressLine1Txt0689 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WALPOLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002081
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06171C86A5053CEEDB764E3405A4CA38EB5094CD5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0233E7250E68807E0854DDE26091028BB939AC228
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-02-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:36:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043398369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITNEY & GORE FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0615 CONCORD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRAMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001702
ReturnHeader/PreparerPersonGrp/PhoneNum05088792041
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL GORE CPA
ReturnHeader/ReturnTs02018-02-23T17:36:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,116
Liabilities
-
Net assets
$5,116
Revenue
$58,152
Expenses
$55,910
Net income
$2,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.37$2.37$54.4$54.2$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$2.89$62.2$61.7$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$2.39$63.4$63.6$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$2.64$71.5$74.3$2.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$5.44$81.4$81.2$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$5.23$69.1$69.0$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.12$5.12$58.2$55.9$2.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$2.87$40.5$40.0$0.46
2015Detailed filing. Detailed filing data is available for this year.$2.41$2.41$32.5$34.3$1.82
2014Detailed filing. Detailed filing data is available for this year.$5.17$0.93$4.23$47.3$42.0$5.30