Civic Intelligence

Helzel Family Foundation

990T • Fiscal year 2022 • EIN 94-2597088

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

200 Frank H Ogawa PlazaOakland, CA 94612

(510) 836-3223

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $11,680,459Liabilities 2011: $11,736Net Assets 2011: $11,668,7232011Assets 2012: $11,412,054Liabilities 2012: $12,472Net Assets 2012: $11,399,5822012Assets 2013: $12,855,766Liabilities 2013: $17,883Net Assets 2013: $12,837,8832013Assets 2014: $14,849,780Liabilities 2014: $14,557Net Assets 2014: $14,835,2232014Assets 2015: $14,898,348Liabilities 2015: $14,977Net Assets 2015: $14,883,3712015Assets 2016: $15,243,608Liabilities 2016: $15,068Net Assets 2016: $15,228,5402016Assets 2017: $17,257,036Liabilities 2017: $17,071Net Assets 2017: $17,239,9652017Assets 2018: $18,122,846Liabilities 2018: $22,309Net Assets 2018: $18,100,5372018Assets 2019: $18,235,875Liabilities 2019: $197Net Assets 2019: $18,235,6782019Assets 2020: $17,893,603Liabilities 2020: $6,285Net Assets 2020: $17,887,3182020Assets 2021: $21,135,607Liabilities 2021: $0Net Assets 2021: $21,135,6072021Assets 2022: $26,123Liabilities 2022: $26,123Net Assets 2022: $02022

Latest loaded filing

2022

Assets$26,123
Liabilities$26,123
Net Assets$0

Operations Trend

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

$40M$20M$0-$20M-$40MRevenue 2011: $610,550Expenses 2011: $401,445Net Income 2011: $209,1052011Expenses 2012: $374,0502012Expenses 2013: $386,7062013Revenue 2014: $827,513Expenses 2014: $487,143Net Income 2014: $340,3702014Revenue 2015: $991,097Expenses 2015: $400,153Net Income 2015: $590,9442015Revenue 2016: $1,608,803Expenses 2016: $438,498Net Income 2016: $1,170,3052016Revenue 2017: $1,092,402Expenses 2017: $482,651Net Income 2017: $609,7512017Revenue 2018: $2,083,593Expenses 2018: $720,752Net Income 2018: $1,362,8412018Revenue 2019: $731,162Expenses 2019: $931,172Net Income 2019: -$200,0102019Revenue 2020: $711,649Expenses 2020: $888,438Net Income 2020: -$176,7892020Revenue 2021: $1,927,374Expenses 2021: $998,489Net Income 2021: $928,8852021Revenue 2022: $810,961Expenses 2022: $20,844,407Net Income 2022: -$20,033,4462022

Latest loaded filing

2022

Revenue$810,961
Expenses$20,844,407
Net Income-$20,033,446
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.3
Mission and Program Overview

Mission

The mission of the helzel family foundation is to improve the quality of life in the san francisco bay area and beyond through support of not-for-profit educational, arts, and cultural institutions. The foundation supports organizations and pursues partnerships committed to the highest level of achievement and excellence, with a goal of directly affecting individual lives. The hff is a supporting organization of the east bay community foundation.

Filing and Contact Details

Filer

Filer Name
Helzel Family Foundation
EIN
94-2597088
Phone
5108363223
Address
200 FRANK H OGAWA PLAZA, OAKLAND, CA 94612

Signing Officer

Name
Lawrence Helzel
Title
Treasurer
Phone
5108363223
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
60 SO MARKET ST STE 200, SAN JOSE, CA 95113
Preparer
Maga E Kisriev
Phone
4089988400
Raw XML Appendix90 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
IRS990T/BooksInCareOfDetail/PersonNm0GENEVIEVE ZARAGOZA
IRS990T/BooksInCareOfDetail/PhoneNum05108363223
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 FRANK H OGAWA PLAZA
IRS990T/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094612
IRS990T/BookValueAssetsEOYAmt026123
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt0300
IRS990T/OverpaymentSection/RefundAmt0300
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt01632
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990T/PriorYearOverpaymentCreditAmt0300
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0890
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0890
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0304
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0304
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0304
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PASSTHROUGH INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-586
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-586
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0300
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE HELZEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05108363223
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELZEL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O THE EAST BAY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELZ
ReturnHeader/Filer/EIN0942597088
ReturnHeader/Filer/PhoneNum05108363223
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 FRANK H OGAWA PLAZA
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094612
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941254756
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOOD & STRONG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 SO MARKET ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04089988400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAGA E KISRIEV
ReturnHeader/ReturnTs02023-05-13T11:11:08-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAWRENCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELZEL
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.03$0.00$0.81$20.8$20.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$1.93$1.00$0.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.01$17.9$0.71$0.89$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$0.00$18.2$0.73$0.93$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$0.02$18.1$2.08$0.72$1.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.02$17.2$1.09$0.48$0.61
2016Detailed filing. Detailed filing data is available for this year.$15.2$0.02$15.2$1.61$0.44$1.17
2015Detailed filing. Detailed filing data is available for this year.$14.9$0.01$14.9$0.99$0.40$0.59
2014Detailed filing. Detailed filing data is available for this year.$14.8$0.01$14.8$0.83$0.49$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.02$12.8$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.01$11.4$0.37
2011Summary only. Only limited summary data is available for this year.$11.7$0.01$11.7$0.61$0.40$0.21