THE JESSE HELMS CENTER FOUNDATION (EIN 561613516) - 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

1988

Legal Domicile

Principal Officer

BRIAN ROGERS

Phone

7042331776

Tax Period

2025-01-01 to 2025-12-31

THE JESSE HELMS CENTER FOUNDATION, founded in 1988, is a community nonprofit in the Youth Development sector that reported $1.4M in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 11% surplus.

Mission

SUPPORT AND SUSTAIN THE JESSE HELMS CENTER

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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 (2025)

Revenue Breakdown

Contributions & Grants $663,174

Program Service Revenue $0

Investment Income $666,115

Other Revenue $46,320

TOTAL REVENUE $1,375,609

Expense Breakdown

Grants Paid $0

Salaries & Benefits $509,827

Fundraising Expenses $93,108

Program Expenses $1,031,642

Other Expenses $718,380

TOTAL EXPENSES $1,228,207

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,375,609	$1,194,741	+0.2%
Expenses	$1,228,207	$1,214,997	+0.0%
Net Income	$147,402	$-20,256	-8.3%

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

$159,204

Total Directors

$159,204

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MS NANCY HELMS	DIRECTOR	0.00	Director	$0	$0	$0
MR MARION BAGWELL	TREASURER	0.00	Officer Director	$0	$0	$0
MR JAMES BROUGHTON	CHAIRMAN	0.00	Officer Director	$0	$0	$0
MR BRIAN SUMMERS	DIRECTOR	0.00	Director	$0	$0	$0
MS SUSAN DECAMP CONGER	DIRECTOR	0.00	Director	$0	$0	$0
MR TODD JOHNSON	DIRECTOR	0.00	Director	$0	$0	$0
MR MIKE STUART	DIRECTOR	0.00	Director	$0	$0	$0
MR JOHN HENDLEY	DIRECTOR	0.00	Director	$0	$0	$0
MR SERGIO CASTELLO	DIRECTOR	0.00	Director	$0	$0	$0
MR JAMES D DUNCAN	SECRETARY	0.00	Officer Director	$0	$0	$0
MR RHETT BROWN	DIRECTOR	0.00	Director	$0	$0	$0
MR PAUL Y COBLE	DIRECTOR	0.00	Director	$0	$0	$0
MR FRANK AIKMUS	VICE CHAIRMAN	0.00	Officer Director	$0	$0	$0
MR RON HINSON	DIRECTOR	0.00	Director	$0	$0	$0
MR BRIAN ROGERS	PRESIDENT	40.00	Officer Director	$141,944	$17,260	$159,204
MR BILLY MCFARLAND JR	DIRECTOR	0.00	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	$1,375,609	$1,228,207	$10,145,562	$147,402
2024	No data	No data	No data	No data
2023	$1,040,370	$1,150,397	$9,548,763	$-110,027
2022	$914,193	$1,259,466	$9,239,059	$-345,273
2021	$1,121,065	$1,177,956	$10,720,365	$-56,891
2020	$832,538	$945,956	$10,139,785	$-113,418

THE JESSE HELMS CENTER FOUNDATION