Helene Foundation FY2022 filing

Tax-deductible

Raleigh, NC501(c)(3)Since 2009Diseases & DisordersEIN 27-0810112

Providing assistance to women patients recovering from cancer treatments.

501(c)(3) charity; gifts are tax-deductible.
47¢ of each $1 spent went to programs.
$62K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $69K a year · 19% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
47%
of spending
Concern: 47% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$62K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
22 mo
of spending, in cash
Looks good: 22.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $85K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$15K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$492K
+141% vs prior year
Spent
$312K
To programs
47%
Net assets
$558K
By yearFY2020–FY2025
Revenue
$492K
FY2022▲ +141%
Revenue by fiscal year
FY2020$243K
FY2021$204K
FY2022$492K
FY2023$354K
FY2024$387K
FY2025$502K
Expenses
$312K
FY2022▲ +74%
Expenses by fiscal year
FY2020$165K
FY2021$179K
FY2022$312K
FY2023$348K
FY2024$387K
FY2025$375K
Net assets
$558K
FY2022▲ +55%
Net assets by fiscal year
FY2020$334K
FY2021$359K
FY2022$558K
FY2023$564K
FY2024$564K
FY2025$691K

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

47 cents of each dollar spent went to programs.

Program services 47% · $146K Management & general 10% · $32K Fundraising 43% · $134K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

10 people listed on the 990; $62K paid to officers and key staff.

Part VII, Section A · reportable compensation
$61,861Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Susan Bowers’s $89K as Officer is at the 71st percentile of top reported officer pay among 901 $100K–1M diseases & disorders nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Susan Bowers$88,940$79,040————
Susan Bowers——$62,387$61,861$52,241$49,391

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps women patients recover from cancer treatments.

Provided by the organization

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1 program service account for $146K of program spending, described in the organization's own filed words · FY2022.
01

Assisted 40 MOTHERS/FAMILIES of women patients recovering from cancer treatment by giving grants and support

$146Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 4 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$492K
Ln 12
Gifts and grantsLn 1h$492K
Investment incomeLn 3$493
Money outPt IX
$312K
Ln 25
Programscol B$146K
Managementcol C$32K
Fundraisingcol D$134K
Owns and owesPt X
$558K
net assets · Ln 32
Cash and savingsLn 1–2$573K
Total assetsLn 16$573K
LiabilitiesLn 26$15K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$492K
Investment incomeLn 3$493
Total revenueLn 12$492K
Assets in detailPt X, end of year
CashLn 1$573K
Cash and savings togetherLn 1–2$573K
Total assetsLn 16$573K
LiabilitiesLn 26$15K
Net assetsLn 32$558K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$363K$573K
Total assetsLn 16$363K$573K
LiabilitiesLn 26$4K$15K
Net assetsLn 32$359K$558K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$62K$21K$21K$21K
Payroll taxesLn 10$5K$2K$2K$2K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$2K$920$585
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$8K$6K$2K
OccupancyLn 16$2K$2K
Conferences, conventions and meetingsLn 19$2K$2K
Other expenses (24a–d)Ln 24$225K$116K$3K$106K
Total functional expensesLn 25$312K$146K$32K$134K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $502K$375K$127K$691K 990 PDF
FY2024 $387K$387K$390$564K 990 PDF
FY2023 $354K$348K$6K$564K 990 PDF
FY2022 Viewing $492K$312K$180K$558K 990 PDF
FY2021 $204K$179K$25K$359K 990 PDF
FY2020 $243K$165K$78K$334K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $492,489 across 4 lines filed
VIII-1f All other contributions, gifts and grants$491,996
VIII-1h Total contributions, gifts and grants$491,996
VIII-3 Investment incomeRelated to mission $493$493
VIII-12 Total revenueRelated to mission $493$492,489
Part IX · Statement of functional expenses $312,067 across 9 lines filed
IX-7 Other salaries and wagesPrograms $20,625 · Management $20,618 · Fundraising $20,618$61,861
IX-10 Payroll taxesPrograms $1,578 · Management $1,577 · Fundraising $1,577$4,732
IX-11c Accounting feesManagement $1,996$1,996
IX-11g Other fees for servicesPrograms $920 · Fundraising $585$1,505
IX-12 Advertising and promotionFundraising $5,581$5,581
IX-13 Office expensesPrograms $6,264 · Management $1,757$8,021
IX-16 OccupancyManagement $1,883$1,883
IX-19 Conferences, conventions and meetingsManagement $1,683$1,683
IX-24 Other expenses (24a–d)Programs $116,231 · Management $2,512 · Fundraising $106,062$224,805
IX-25 Total functional expensesPrograms $145,618 · Management $32,026 · Fundraising $134,423$312,067
Part X · Balance sheet $573,021 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $363,126$573,021
X-16 Total assetsStart of year $363,126$573,021
X-25 Other liabilitiesStart of year $3,732$15,185
X-26 Total liabilitiesStart of year $3,732$15,185
X-32 Total net assets or fund balancesStart of year $359,394$557,836
X-33 Total liabilities and net assetsStart of year $363,126$573,021
Part XI · Reconciliation of net assets $557,836 net assets at year end
XI-1 Total revenue$492,489
XI-2 Total expenses$312,067
XI-3 Revenue less expenses$180,422
XI-4 Net assets at start of year$359,394
XI-9 Other changes in net assets$18,020
XI-10 Net assets at end of year$557,836

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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