United Helpers Foundation EIN 15-0532251 Form 990 (PDF) Claim this org

United Helpers Foundation

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Supports groups helping seniors and people needing human services. For fiscal year 2024 it reported $257K in revenue, $273K in expenses, and $4.2M in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Ogdensburg, NY
Website
www.unitedhelpers.org
Filings
5 on file (2020–2024)
Revenue
$257KFY2024
Expenses
$273K
Net assets
$4.2M
People
7
Filings
5
Updates
0
More identity details & actions ⌄
EIN  15-0532251 Public charity (501(c)(3)) Ogdensburg, NY
Form 990 (PDF)
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Size
$100K–1M
What they do
Supports groups helping seniors and people needing human services.
Leadership
Joseph Finnegan · Chair
Money in and out
$257K revenue, $273K expenses
Bottom line
50% program efficiency
Where the money goes · FY2024
Total revenue
$257K
Pt VIII · Ln 12
Total expenses
$273K
Pt IX · Ln 25
Net assets
$4.2M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$16K
Where spending went · Part IX cols B–D
Program services $0.50 Management & general $0.27 Fundraising $0.23
Program efficiency
50%
of spending reaches programs▼ -35% vs prior filing year
Operating runway
138.2mo
months of highly liquid reserves at operating expense rate▲ +92% vs prior filing year
Surplus margin
-6%
revenue over expenses, this year▲ +19% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$257K
FY2024▼ -53%
Expenses
$273K
FY2024▼ -54%
Total assets
$4.2M
FY2024▲ +0.7%
Total liabilities
$9K
FY2024▼ -92%
Total revenue
$257K
Pt VIII · Ln 12
Total expenses
$273K
Pt IX · Ln 25
Net assets
$4.2M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$16K
Total assetsPt X · Ln 16$4.2M
Program-expense ratioPt IX · col B50%
Voting members of governing bodyPt I · Ln 37
Independent voting membersPt I · Ln 47

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUnited Helpers Foundation
EINHdr · item D15-0532251
Principal addressHdr · item COgdensburg, NY
WebsiteHdr · item Jwww.unitedhelpers.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MNY
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFMay 1961

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a7
Independent voting membersPt VI · Ln 1b7
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See United Helpers Foundation executive salaries →

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Mission & Programs · Part III

Where the work happens

3 program services account for $135K of program spending, described in the organization's own filed words · FY2024.
01

Support for the Elderly

The corporation raises and holds funds for the support of the elderly.

$130Kprogram expense
02

Helen S. Randles Scholarship Award

Scholarships of $750 are awarded to selected ST. Lawrence county high school seniors who are continuing their education in the health care field.

$3Kprogram expense
03

Margaret R. Spies Awards

Awards are given to recognize exceptional members of the united helpers direct care team. Positions considered for recognition include certified nurse aides, community resident aides, home health aides, and personal care attendats.

$2Kprogram expense

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Statement of Revenue

Part VIII
Investment income$170K · 66%
Contributions & grants$82K · 32%
Other revenue$5K · 2%
Investment income66%$170K
Contributions & grants32%$82K
Other revenue2%$5K
Total revenueLn 12$257K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.50 Management & general $0.27 Fundraising $0.23
Program services50%$135K
Management & general27%$74K
Fundraising23%$64K
Total functional expensesLn 25$273K

Balance Sheet

Part X · end of year
CashLn 1$181K
Total assetsLn 16$4.2M
Total liabilitiesLn 26$9K
Total net assetsLn 32$4.2M
Months of cash on handcomputed7.9

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $3.1M · Operating expenses/yr $273K
138.2 months
Where the money goes
Program services
Program services $135K · Total expenses $273K
50%
Management & General
Management & general $74K · Total expenses $273K
27%
Fundraising
Fundraising $64K · Total expenses $273K
23%
Cost to raise $1
Fundraising expense (3-yr avg) $79K · Solicited contributions (3-yr avg) $221K
$0.36 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $82K · Total revenue $257K
32%
Government reliance
Government grants — · Total revenue $257K
Earned-income share
Program service revenue $0 · Total revenue $257K
0%
Investment reliance
Investment income $170K · Total revenue $257K
+66%
Program self-sufficiency
Program service revenue $0 · Total expenses $273K
0%
Growth & trend
Revenue growth (YoY)
This year $257K · Prior year $549K
-53%
Revenue CAGR
FY2020 $225K · FY2024 $257K
+3%
Net-asset trend (YoY)
End of year $4.2M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $257K · Expenses $273K
-6%
Liabilities-to-Assets
Total liabilities — · Total assets $4.2M
Net-asset ratio
Net assets $4.2M · Total assets $4.2M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $3.0M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $4.2M
70%
People & payroll
Highest Reported Total Compensation
Individual Joseph Finnegan · Reported title CHAIR · Highest reported compensation $0 · Total expenses $273K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $273K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 50%
Overhead ratio 27%
Fundraising cost ratio 78%
Revenue growth -53%
Investment management fee ratio 0.4%
Accounting fee ratio 3%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 2 funders$535
Grants paid · 7 grants · $498K · 2022–2024
Unitemized GrantFY2024$52,295
United Helpers Care INCNY · FY2023$260,880
United Helpers INCNY · FY2023$40,000
United Helpers INCNY · FY2022$40,000
United Helpers Care INCNY · FY2022$16,220

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$257K revenue · viewing · ⤓ 990 PDF
FY2023$549K revenue · ⤓ 990 PDF
FY2022$299K revenue · ⤓ 990 PDF
FY2021$362K revenue · ⤓ 990 PDF
FY2020$225K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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