Helene Foundation (EIN 270810112) - 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

2009

Legal Domicile

Principal Officer

Susan Bowers

Phone

9192807800

Tax Period

2024-01-01 to 2024-12-31

Helene Foundation, founded in 2009, is a small nonprofit in the Diseases & Disorders sector that reported $387K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

Provides assistance to women patients recovering from cancer treatments

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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 $382,158

Program Service Revenue $0

Investment Income $5,139

Other Revenue $0

TOTAL REVENUE $387,297

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,087

Fundraising Expenses $6,018

Program Expenses $274,964

Other Expenses $301,820

TOTAL EXPENSES $386,907

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,297	$353,937	+0.1%
Expenses	$386,907	$347,938	+0.1%
Net Income	$390	$5,999	-0.9%

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

N/A

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

$79,040

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Dan Davidian	Board Member	1.00	Director	$0	$0	$0
Beth Murgitroyd	Board Member	1.00	Director	$0	$0	$0
Dr Anita Wells	Board Member	1.00	Director	$0	$0	$0
Kristi McKeown	Board Member	1.00	Director	$0	$0	$0
Teresa Merritt	SECRETARY	1.00	Director	$0	$0	$0
Henry DeHart	Board Member	1.00	Director	$0	$0	$0
KESHA DOZIER	BOARD Member	1.00	Director	$0	$0	$0
Dr Tracy Davidian	Vice President	1.00	Officer	$0	$0	$0
Susan Bowers	Officer	40.00	Officer	$79,040	$0	$79,040
Andrea Oakley Fox	President	2.00	Officer	$0	$0	$0
Wendie Hill	Treasurer	1.00	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
2024	$387,297	$386,907	$578,484	$390
2023	$353,937	$347,938	$572,825	$5,999
2022	$492,489	$312,067	$573,021	$180,422
2021	$204,046	$178,915	$363,126	$25,131
2020	$243,170	$165,128	$339,371	$78,042
2019	$290,293	$288,748	$261,815	$1,545
2018	$238,993	$235,812	$263,319	$3,181

Helene Foundation