THE HELICON FOUNDATION INC (EIN 133228528) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

LISA WELCH

Phone

2128746438

Tax Period

2024-07-01 to 2025-06-30

THE HELICON FOUNDATION INC, founded in 1984, is a small nonprofit that reported $163K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $155K left a modest 5% surplus.

Mission

TO INCREASE PUBLIC AWARENESS OF THE SPECIAL BREADTH AND IMPORTANCE OF OUR WESTERN MUSICAL HERITAGE THROUGH MUSICAL PERFORMANCES OF MUSIC OF THE 17TH, 18TH AND EARLY 19TH CENTURIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $148,310

Program Service Revenue $5,600

Investment Income $21,341

Other Revenue $-12,111

TOTAL REVENUE $163,140

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,676

Fundraising Expenses $0

Program Expenses $117,064

Other Expenses $95,618

TOTAL EXPENSES $155,294

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,140	$134,804	+0.2%
Expenses	$155,294	$143,808	+0.1%
Net Income	$7,846	$-9,004	-1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM SIMON	DIRECTOR	0.50	Director	$0	$0	$0
PETER LOMBARDO	DIRECTOR	0.50	Director	$0	$0	$0
GEORGETTE MALLORY	DIRECTOR	0.50	Director	$0	$0	$0
JOY GOUDIE	DIRECTOR	0.50	Director	$0	$0	$0
GAIL LAVIELLE	DIRECTOR	0.50	Director	$0	$0	$0
LISA WELCH	PRESIDENT	4.00	Officer	$0	$0	$0
PAMELA DREXEL	SECRETARY	0.50	Officer	$0	$0	$0
CARL DELO	VICE PRESIDENT	3.00	Officer	$0	$0	$0
DAVID MOYER	TREASURER	0.50	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$163,140	$155,294	$304,175	$7,846
2024	No data	No data	No data	No data
2023	$132,030	$149,652	$263,804	$-17,622
2022	$117,369	$141,855	$267,273	$-24,486
2021	$85,760	$93,686	$346,741	$-7,926
2020	$102,253	$127,522	$284,000	$-25,269
2019	$117,677	$143,652	$341,450	$-25,975
2018	$102,338	$134,698	$375,359	$-32,360

THE HELICON FOUNDATION INC