Helene Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 253,030 | 51,023 | 202,007 | 80.1 | 0% |
| 2012 | 74,809 | 79,148 | −4,339 | 51.0 | — |
| 2014 | 91,109 | 126,931 | −35,822 | 28.4 | — |
| 2015 | 115,211 | 118,963 | −3,752 | 28.5 | — |
| 2016 | 110,383 | 136,100 | −25,717 | 22.6 | — |
| 2017 | 134,641 | 139,734 | −5,093 | 21.6 | — |
| 2018 | 238,993 | 235,812 | 3,181 | 13.0 | 20% |
| 2019 | 290,293 | 288,748 | 1,545 | 10.6 | 17% |
| 2020 | 243,170 | 165,128 | 78,042 | 24.3 | 30% |
| 2021 | 204,046 | 178,915 | 25,131 | 24.1 | 29% |
| 2022 | 492,489 | 312,067 | 180,422 | 21.5 | 20% |
| 2023 | 353,937 | 347,938 | 5,999 | 19.4 | 18% |
In its most recent public year (2023), this organization brought in $5,999 more than it spent. Its reserves stood at about 19.4 months of spending, down from 80.1 in 2011. Staff pay was 18% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Helene Foundation's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works