The Helena Devereux Foundation

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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

2001

Legal Domicile

Principal Officer

Carl E Clark II

Phone

6105423065

Tax Period

2024-07-01 to 2025-06-30

The Helena Devereux Foundation, founded in 2001, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.8M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $8.5M, a strong 62% operating margin.

Mission

THE HELENA DEVEREUX FOUNDATION (HDF) IS A SUPPORTING ORGANIZATION OF THE DEVEREUX FOUNDATION D/B/A DEVEREUX ADVANCED BEHAVIORAL HEALTH (DEVEREUX) AND ITS AFFILIATED ENTITIES. HDF IS A PENNSYLVANIA NOT-FOR-PROFIT CORPORATION WHICH HOLDS AND INVESTS CERTAIN ASSETS TO BENEFIT DEVEREUX AND ITS PROGRAMS. DEVEREUX CHANGES LIVES BY UNLOCKING AND NURTURING HUMAN POTENTIAL FOR PEOPLE WITH EMOTIONAL, BEHAVIORAL, OR COGNITIVE DIFFERENCES. AT DEVEREUX, WE INTEGRATE THE LATEST SCIENTIFIC AND MEDICAL ADVANCEMENTS WITH TIME-TESTED PHILOSOPHIES AND COMPASSIONATE FAMILY ENGAGEMENT TO PROVIDE PRACTICAL, EFFECTIVE, AND EFFICIENT CARE, MAKING A MEANINGFUL DIFFERENCE IN THE LIVES OF THOSE WE SERVE, AND THE WORLD AROUND THEM. WE HELP CHANGE LIVES FOR PEOPLE WITH AUTISM, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, SPECIALTY MENTAL HEALTH NEEDS, AND CHILD WELFARE CONCERNS, WHILE SUPPORTING THE GOOD SOCIAL AND EMOTIONAL HEALTH OF ALL PEOPLE.A SPENDING RULE APPROVAL IS APPLIED UNDER WHICH IS EQUIVALENT TO APPR

Program Service Accomplishments

Program 1

Expenses: $5,192,416 Revenue: $13,769,294

Helena Devereux Foundation (HDF) invests funds and uses the earnings from these investments to further Devereux and its affiliated entities' mission of providing high-quality services to children...

Helena Devereux Foundation (HDF) invests funds and uses the earnings from these investments to further Devereux and its affiliated entities' mission of providing high-quality services to children, adults and families with special needs.

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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 $0

Program Service Revenue $0

Investment Income $13,769,274

Other Revenue $0

TOTAL REVENUE $13,769,274

Expense Breakdown

Grants Paid $5,192,416

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,192,416

Other Expenses $95,520

TOTAL EXPENSES $5,287,936

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,769,274	$14,643,252	-0.1%
Expenses	$5,287,936	$4,162,698	+0.3%
Net Income	$8,481,338	$10,480,554	-0.2%

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

$2,068,557

Total Directors

$871,262

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carl E Clark	President and CEO, Trustee	5.0	Officer Director	$0	$98,001	$871,262
Robert C Dunne	Treasurer	5.0	Officer	$0	$35,103	$518,940
John Kane	Secretary	5.0	Officer	$0	$11,996	$459,382
David A Griffith	Controller	2.0	Officer	$0	$14,331	$218,973
Elva Ferrari-Graham	Chair, Trustee	5.0	Officer Director	$0	$0	$0
John Creamer	Trustee	2.0	Director	$0	$0	$0
Elizabeth Hirsch	Trustee	2.0	Director	$0	$0	$0
Stuart George	Trustee	2.0	Director	$0	$0	$0
Jerry Lombard	Trustee	2.0	Director	$0	$0	$0
George Magnatta	Trustee	2.0	Director	$0	$0	$0
Alexander Carles	Trustee	2.0	Director	$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	$13,769,274	$5,287,936	$219,772,000	$8,481,338
2024	$14,643,252	$4,162,698	$196,066,000	$10,480,554
2023	$14,324,556	$11,391,531	$188,984,000	$2,933,025
2022	$15,868,103	$2,886,934	$208,303,000	$12,981,169
2021	$21,753,221	$2,822,002	$221,606,000	$18,931,219
2020	$4,181,361	$2,755,145	$163,497,000	$1,426,216
2019	$790,091	$2,859,104	$159,284,000	$-2,069,013
2018	$9,772,085	$2,841,471	$156,045,000	$6,930,614