Helena Group Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2015 | 29,500 | 13,955 | 15,545 | 13.4 | — |
| 2016 | 156,575 | 151,081 | 5,494 | 1.7 | — |
| 2017 | 1,579,503 | 336,677 | 1,242,826 | 7.5 | 11% |
| 2018 | 4,406,534 | 362,821 | 4,043,713 | 141.0 | 29% |
| 2019 | 1,109,645 | 4,622,701 | −3,513,056 | 1.9 | 18% |
| 2020 | 2,815,383 | 2,309,112 | 506,271 | 6.5 | 47% |
| 2021 | 1,489,338 | 1,752,972 | −263,634 | 6.8 | 31% |
| 2022 | 2,678,385 | 1,517,715 | 1,160,670 | 17.0 | 38% |
| 2023 | 707,151 | 1,616,110 | −908,959 | 9.5 | 41% |
In its most recent public year (2023), this organization spent $908,959 more than it brought in. Its reserves stood at about 9.5 months of spending, down from 13.4 in 2015. Staff pay was 41% of spending. $715,001 of its net assets are donor-restricted.
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
Helena Group 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