HELMER & SONS INC VEBA

EIN: 680443416

ANGWIN, CA

Total Revenue
$528,303
Total Expenses
$550,700
Total Assets
N/A
Net Assets
N/A
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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
1999
Legal Domicile
CA
Principal Officer
MAURICE HELMER
Phone
7079652425
Tax Period
2023-01-01 to 2023-12-31

HELMER & SONS INC VEBA, founded in 1999, is a small nonprofit that reported $528K in total revenue in fiscal year 2023.

Mission

PROVIDE BENEFITS TO EMPLOYEES OF HELMER & SONS, INC.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $528,303
Investment Income $0
Other Revenue $0
TOTAL REVENUE $528,303

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $550,700
Other Expenses $547
TOTAL EXPENSES $550,700

Year-over-Year Comparison

2023 2022 Change
Revenue $528,303 $550,784 0.0%
Expenses $550,700 $529,667 +0.0%
Net Income $-22,397 $21,117 -2.1%
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

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Governance

Voting Members
2
Independent Members
2
Employees
N/A
Volunteers
2

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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CURTIS HELMER TRUSTEE 0.25
Director
$0 $0 $0
MAURICE HELMER TRUSTEE 0.25
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
2023 $528,303 $550,700 No data $-22,397
2022 $550,784 $529,667 $23,061 $21,117
2021 $469,356 $477,547 $1,944 $-8,191
2020 $644,142 $647,608 $10,135 $-3,466
2019 $659,867 $647,437 $13,601 $12,430
2018 $622,475 $664,457 $1,171 $-41,982
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