David Heller Foundation EIN 20-4974161 Form 990 (PDF) Claim this org

David Heller Foundation

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Promote health screening and awareness for school athletes. For fiscal year 2025 it reported $287K in revenue, $297K in expenses, and $509K in net assets.Pt I

Founded
2007
Type
Public charity (501(c)(3)) · Education
Location
Scappoose, OR
Website
davidhellerfoundation.org
Filings
6 on file (2020–2025)
Revenue
$287KFY2025
Expenses
$297K
Net assets
$509K
People
4
Filings
6
Updates
0
More identity details & actions ⌄
EIN  20-4974161 Public charity (501(c)(3)) Scappoose, OR Founded 2007
Form 990 (PDF)
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Size
$100K–1M
What they do
Promote health screening and awareness for school athletes.
Leadership
Beverly Heller · Secretary/Tr
Money in and out
$287K revenue, $297K expenses
Bottom line
84% program efficiency
Where the money goes · FY2025
Total revenue
$287K
Pt VIII · Ln 12
Total expenses
$297K
Pt IX · Ln 25
Net assets
$509K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$10K
Where spending went · Part IX cols B–D
Program services $0.84 Management & general $0.03 Fundraising $0.13
Program efficiency
84%
of spending reaches programs▼ -0.9% vs prior filing year
Operating runway
20.5mo
months of highly liquid reserves at operating expense rate▼ -11% vs prior filing year
Surplus margin
-4%
revenue over expenses, this year▲ +51% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$287K
FY2025▲ +15%
Expenses
$297K
FY2025▲ +10%
Total assets
$509K
FY2025▼ -2%
Total liabilities
$0
FY2025
Total revenue
$287K
Pt VIII · Ln 12
Total expenses
$297K
Pt IX · Ln 25
Net assets
$509K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$10K
Total assetsPt X · Ln 16$509K
Program-expense ratioPt IX · col B84%
Voting members of governing bodyPt I · Ln 34
Independent voting membersPt I · Ln 44
Mission & Programs · Part III

Where the work happens

1 program service account for $249K of program spending, described in the organization's own filed words · FY2025.
01

Health screening for athletes and scholarships.

$249Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CDavid Heller Foundation
EINHdr · item D20-4974161
Principal addressHdr · item CScappoose, OR
WebsiteHdr · item Jdavidhellerfoundation.org
Year of formationHdr · item L2007
State of legal domicileHdr · item MOR
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B82)
Ruling yearIRS BMFJan 2008

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a4
Independent voting membersPt VI · Ln 1b4
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
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
Secretary/Tr
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants$273K · 95%
Investment income$13K · 5%
Contributions & grants95%$273K
Investment income5%$13K
Total revenueLn 12$287K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.84 Management & general $0.03 Fundraising $0.13
Program services84%$249K
Management & general3%$8K
Fundraising13%$40K
Total functional expensesLn 25$297K

Balance Sheet

Part X · end of year
CashLn 1$167K
Total assetsLn 16$509K
Total liabilitiesLn 26$0
Total net assetsLn 32$509K
Months of cash on handcomputed6.7

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $509K · Operating expenses/yr $297K
20.5 months
Where the money goes
Program services
Program services $249K · Total expenses $297K
84%
Management & General
Management & general $8K · Total expenses $297K
3%
Fundraising
Fundraising $40K · Total expenses $297K
13%
Cost to raise $1
Fundraising expense (3-yr avg) $40K · Solicited contributions (3-yr avg) $258K
$0.15 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $273K · Total revenue $287K
95%
Government reliance
Government grants — · Total revenue $287K
Earned-income share
Program service revenue $0 · Total revenue $287K
0%
Investment reliance
Investment income $13K · Total revenue $287K
+5%
Program self-sufficiency
Program service revenue $0 · Total expenses $297K
0%
Growth & trend
Revenue growth (YoY)
This year $287K · Prior year $251K
+15%
Revenue CAGR
FY2020 $51K · FY2025 $287K
+42%
Net-asset trend (YoY)
End of year $509K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $287K · Expenses $297K
-4%
Liabilities-to-Assets
Total liabilities — · Total assets $509K
Net-asset ratio
Net assets $509K · Total assets $509K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $342K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $509K
67%
People & payroll
Highest Reported Total Compensation
Individual Beverly Heller · Reported title SECRETARY/TR · Highest reported compensation $0 · Total expenses $297K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $39K · Total expenses $297K
13%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 84%
Overhead ratio 3%
Fundraising cost ratio 15%
Revenue growth 15%

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 · funders on record
Grants received · FY2023
Total grants receivedfrom 2 funders$2K

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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
FY2025 (Latest)$287K revenue · viewing · ⤓ 990 PDF
FY2024$251K revenue · ⤓ 990 PDF
FY2023$277K revenue · ⤓ 990 PDF
FY2022$210K revenue · ⤓ 990 PDF
FY2021$200K revenue · ⤓ 990 PDF
FY2020$51K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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