HELENA GROUP FOUNDATION

EIN: 815455559 501(c)(3) Community Improvement

LOS ANGELES, CA

Total Revenue
$707,151
Total Expenses
$1,616,110
Total Assets
$1,607,659
Net Assets
$1,281,807
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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
CA
Principal Officer
SAM FEINBURG
Phone
4242742045
Tax Period
2023-01-01 to 2023-12-31

HELENA GROUP FOUNDATION, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $707K in total revenue in fiscal year 2023. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $1.6M exceeded revenue, resulting in a 129% operating deficit.

Mission

THE HELENA GROUP FOUNDATION SEEKS TO ADDRESS URGENT GLOBAL ISSUES LIKE ENVIRONMENTAL DEGRADATION, INFRASTRUCTURE SECURITY, AND THE DECLINE OF LIBERAL DEMOCRACY BY CONCEIVING AND OPERATING NON-PROFIT PROJECTS ALONGSIDE A SMALL GROUP OF WORLD LEADERS IN THEIR FIELDS.

Program Service Accomplishments

Program 1
Expenses: $655,348 Revenue: $0

A1R: AMERICA IN ONE ROOM IS A HISTORIC GATHERING THAT BROUGHT TOGETHER THE MOST REPRESENTATIVE SAMPLE OF THE AMERICAN VOTING ELECTORATE IN U.S. HISTORY. OVER THE COURSE OF THREE FULL DAYS, THIS GROUP...

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A1R: AMERICA IN ONE ROOM IS A HISTORIC GATHERING THAT BROUGHT TOGETHER THE MOST REPRESENTATIVE SAMPLE OF THE AMERICAN VOTING ELECTORATE IN U.S. HISTORY. OVER THE COURSE OF THREE FULL DAYS, THIS GROUP ENGAGED IN A CIVIL AND NUANCED DELIBERATION ON THE CRITICAL ISSUES FACING THE UNITED STATES. THE ENTIRE SAMPLE TOOK THE SAME IN-DEPTH QUESTIONNAIRE BEFORE AND AFTER THE EVENT. THIS PROCESS YIELDED IMPORTANT DATA CONCERNING HOW AMERICANS THINK ABOUT VALUES, CANDIDATES, AND POLICY ISSUES WHEN GIVEN THE CHANCE TO THINK DEEPLY, ENGAGE WITH DIFFERENT OPINIONS, AND DELIBERATE IN A FACT-RICH AND RESPECTFUL ENVIRONMENT. IT WAS COVERED EXTENSIVELY IN THE MEDIA, AND HAILED BY FORMER US PRESIDENTS BARACK OBAMA AND BILL CLINTON. IN 2022, HELENA LAUNCHED AMERICA IN ONE ROOM: DEMOCRATIC REFORM. AMERICA IN ONE ROOM (A1R): DEMOCRATIC REFORM BROUGHT TOGETHER NEARLY 1000 AMERICANS IN AN UNPRECEDENTED FORUM FOR CITIZENS TO DISCUSS IN-DEPTH DEMOCRATIC REFORM TOPICS WITH A CROSS-SECTION OF THE US VOTING ELECTORATE.

Program 2
Expenses: $375,826 Revenue: $0

BIOSECURITY PROJECT - ADVANCES IN SYNTHETIC BIOLOGY AND OTHER INTERSECTING TECHNOLOGIES (E.G. AI) ARE DRIVING ENORMOUS NOVEL RISKS TO SOCIETY. THESE RISKS ARE GROWING IN SEVERITY AND LIKELIHOOD...

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BIOSECURITY PROJECT - ADVANCES IN SYNTHETIC BIOLOGY AND OTHER INTERSECTING TECHNOLOGIES (E.G. AI) ARE DRIVING ENORMOUS NOVEL RISKS TO SOCIETY. THESE RISKS ARE GROWING IN SEVERITY AND LIKELIHOOD; MITIGATING THEM REQUIRES POWERFUL AND ENDURING RESPONSES. HELENA'S BIOSECURITY PROJECT AIMS TO ADVANCE WISE POLICY TO MITIGATE RISKS FROM SYNTHETIC BIOLOGY AND TO INCREASE THE COMPETENCE AND TRUSTWORTHINESS OF THE INSTITUTIONS REQUIRED TO ENACT SAID POLICY. WE DO THIS THROUGH ENGAGEMENT WITH US AND GLOBAL POLICYMAKERS, ACADEMICS, AND PRIVATE SECTOR LEADERS TO PROVIDE RESEARCH, PROPOSALS, AND ADVICE ON HOW TO REDUCE RISK FROM ADVANCES IN SYNTHETIC BIOLOGY. FOR MORE INFORMATION, PLEASE VISIT HTTP://HELENA.ORG/PROJECTS/BIOSECURITY/.

Program 3
Expenses: $276,378 Revenue: $0

MEMBERSHIP - HELENA'S MEMBERSHIP PROGRAM RECRUITS, CONVENES, AND COMMUNICATES WITH A SMALL GROUP OF WORLD-LEADING EXPERTS IN DIFFERENT FIELDS TO HELP HELENA CHOOSE AND OPERATE OUR PROJECTS TO ADDRESS...

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MEMBERSHIP - HELENA'S MEMBERSHIP PROGRAM RECRUITS, CONVENES, AND COMMUNICATES WITH A SMALL GROUP OF WORLD-LEADING EXPERTS IN DIFFERENT FIELDS TO HELP HELENA CHOOSE AND OPERATE OUR PROJECTS TO ADDRESS MAJOR GLOBAL ISSUES. IN PRACTICE, THIS MEANS: I) RESEARCHING AND NETWORKING TO FIND POTENTIAL HELENA MEMBERS (PEOPLE WHO REPRESENT THE PINNACLE OF ACHIEVEMENT IN THEIR AND SHARE A WILLINGNESS TO USE THAT INFLUENCE TO ACHIEVE POSITIVE GOOD); II) RECRUITING THEM TO JOIN HELENA (AND AGREE TO ASSETS AND TALENTS TO SOLVE WORLD PROBLEMS); AND III) MEETING WITH MEMBERS TO DISCUSS IMPORTANT GLOBAL PROBLEMS, AND THE WAYS THEY CAN WORK WITH EACH OTHER AND WITH HELENA TO ADDRESS THOSE PROBLEMS (E.G. THROUGH OUR OTHER PROGRAM SERVICES). THIS PROGRAM ALSO INVOLVES HELPING OUR MEMBERS WITH THEIR OWN PROJECTS TO ADDRESS SOCIETAL ISSUES IN HELENA'S PROGRAM AREAS, INCLUDING EFFORTS LIKE PROJECT PROTEUS, AN UNDERWATER MONITORING AND RESEARCH STATION TO STUDY THE HEALTH OF THE OCEANS.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $651,280
Program Service Revenue $0
Investment Income $55,871
Other Revenue $0
TOTAL REVENUE $707,151

Expense Breakdown

Grants Paid $0
Salaries & Benefits $751,946
Fundraising Expenses $36,894
Program Expenses $1,361,718
Other Expenses $864,164
TOTAL EXPENSES $1,616,110

Year-over-Year Comparison

2023 2022 Change
Revenue $707,151 $2,716,680 -0.7%
Expenses $1,616,110 $1,517,715 +0.1%
Net Income $-908,959 $1,198,965 -1.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
5
Independent Members
3
Employees
6
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
2
$215,384
Total Directors
3
$0
Key Employees
2
$399,147
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFREY M BROOKS DIRECTOR OF AMERICA IN ONE ROOM AND PROJECT OPERATOR 40
Key Emp
$209,147 $0 $209,147
ERIKA YORIO MEMBERSHIP DIRECTOR 40
Key Emp
$190,000 $0 $190,000
HENRY ELKUS CHAIR 20
Officer
$107,692 $0 $107,692
SAMUEL FEINBURG TREASURER 20
Officer
$107,692 $0 $107,692
PENNY HINTZ BOARD MEMBER 1
Director
$0 $0 $0
MARC BIELAS BOARD MEMBER 1
Director
$0 $0 $0
CASSANDRA ROSENTHAL BOARD MEMBER 1
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
2024 No data No data No data No data
2023 $707,151 $1,616,110 $1,607,659 $-908,959
2022 $2,716,680 $1,517,715 $2,320,281 $1,198,965
2022 $2,678,385 $1,517,715 $5,711,986 $1,160,670
2021 $1,489,338 $1,752,972 $5,288,312 $-263,634
2020 $2,815,383 $2,309,112 $11,555,421 $506,271
2019 $1,109,645 $4,622,701 $782,320 $-3,513,056
2018 $4,406,534 $362,821 $4,297,509 $4,043,713
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