THE HELM FOUNDATION (EIN 831692550) - 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

2018

Legal Domicile

Principal Officer

AMRAM MUSUNGU

Phone

3852429309

Tax Period

2025-01-01 to 2025-12-31

THE HELM FOUNDATION, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $455K in total revenue in fiscal year 2025. The organization ran a surplus of $116K, a strong 26% operating margin.

Mission

AT THE HELM FOUNDATION, OUR VISION IS A WORLD WHERE EVERY CHILD AND WOMAN CAN THRIVE REGARDLESS OF BACKGROUND OR CIRCUMSTANCE. WE ARE COMMITTED TO BREAKING THE CYCLE OF POVERTY THROUGH EDUCATION, HEALTHCARE, AND SUSTAINABLE DEVELOPMENT. IN AFRICA, WE EMPOWER WOMEN AND CHILDREN WITH CLEAN WATER, EDUCATION, AND MEDICAL SUPPORT. IN SALT LAKE CITY,WE PROVIDE MENTORSHIP AND A STABLE HOME FOR FIRST-GENERATION MIDDLE AND HIGH SCHOOL STUDENTS. TOGETHER, WE BUILD BRIGHTER FUTURES, ONE LIFE AT A TIME.

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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 $452,830

Program Service Revenue $0

Investment Income $2,252

Other Revenue $0

TOTAL REVENUE $455,082

Expense Breakdown

Grants Paid $328,140

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $338,140

Other Expenses $10,685

TOTAL EXPENSES $338,825

Year-over-Year Comparison

	2025	2024	Change
Revenue	$455,082	N/A	N/A
Expenses	$338,825	N/A	N/A
Net Income	$116,257	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MRS COX	BOARD MEMBER	1.00	Officer	$0	$0	$0
AMRAM MUSUNGU	FOUNDER & CE	20.00	Officer	$0	$0	$0
GAYLORD PUATI	BOARD MEMBER	1.00	Officer	$0	$0	$0
MOSES WILLIAMS	BOARD MEMBER	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
2025	$455,082	$338,825	$141,111	$116,257

THE HELM FOUNDATION