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.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
$217K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $10K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$217K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
26 mo
of spending, in cash
Looks good: 26.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $450K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$10.3M
89% of total assets
Concern: liabilities are 89% of assets; over 80%.
Pt X · Ln 26
Independent board members
3
of 5 voting members
Looks good: 3 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.8M
Spent
$2.3M
To programs
82%
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$2.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.8M
FY2021$1.5M
FY2022$2.7M
FY2023$707K
FY2024$1.2M
Expenses
$2.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.3M
FY2021$1.8M
FY2022$1.5M
FY2023$1.6M
FY2024$1.7M
Net assets
$1.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$992K
FY2022$2.2M
FY2023$1.3M
FY2024$837K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Revoked May 2018, reinstated. IRS ruling Aug 2018, per the IRS master file. Latest filing on record: FY2024. IRS ruling in Aug 2018.

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

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $1.9M Management & general 15% · $348K Fundraising 3% · $64K

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

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Who runs it and what they're paid

5 people listed on the 990; $217K paid to officers and key staff.

Part VII, Section A · reportable compensation
$108,400Pt VII · Sec A
$108,400Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A

Erika Yorio’s $224K as Membership Director is at the 73rd percentile of top reported officer pay among 2832 $1–10M community development 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 · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Erika Yorio$223,517$190,000$180,000——
Jeffrey M Brooks$220,857$209,147———
Henry Elkus$114,231$107,692$110,000$110,000$108,400
Samuel Feinburg$114,231$107,692$110,000$110,000$108,400

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.

See Helena Group Foundation executive salaries →

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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 15aYes

Programs and updates

Addresses urgent global issues like environment, security, and democracy through innovative projects with world leaders.

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Provided by the organization

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3 programs · $1.5M · in their own filed words · FY2020
01

Covid Response

Helena led a major response effort to the COVID-19 pandemic comprising three stages. First, Helena quickly raised and deployed nearly $20m to buy and deliver almost 19 million units of PPE to hospitals across the United States, away from price gougers and profiteers.

$925Kprogram expense
02

A1r

America in One Room was 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.

$326Kprogram expense
03

Membership Program

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.

$236Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$450K
Grants paid · 8 grants · $992K · 2020–2022

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Gifts and grantsLn 1h$2.8M
Investment incomeLn 3$49K
Other incomeLn 4–11$3K
Money outPt IX
$2.3M
Ln 25
Programscol B$1.9M
Managementcol C$348K
Fundraisingcol D$64K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$5.1M
Total assetsLn 16$11.6M
LiabilitiesLn 26$10.3M
PeoplePt VI, VII
5
listed · VII A
PaidVII A2
Voting boardVI 1a5
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.8M
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$49K
Other incomeLn 4–11$3K
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$5.1M
Cash and savings togetherLn 1–2$5.1M
InvestmentsLn 11–13$1.1M
Land, buildings, equipmentLn 10c$34K
Total assetsLn 16$11.6M
LiabilitiesLn 26$10.3M
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 57
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$29K$5.1M
InvestmentsLn 11–13$699K$1.1M
Land, buildings, equipmentLn 10c$48K$34K
Total assetsLn 16$782K$11.6M
LiabilitiesLn 26$33K$10.3M
Net assetsLn 32$749K$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$100K$100K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$217K$180K$25K$11K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$876K$728K$102K$46K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$31K$31K
Payroll taxesLn 10$85K$71K$10K$5K
Legal feesLn 11b$13K$10K$3K
Accounting feesLn 11c$27K$27K
Other fees for servicesLn 11g$666K$584K$81K$1K
Advertising and promotionLn 12$40K$40K
Office expensesLn 13$29K$24K$5K
Information technologyLn 14$29K$14K$15K
OccupancyLn 16$14K$14K
TravelLn 17$15K$9K$6K$207
Conferences, conventions and meetingsLn 19$5K$5K
InterestLn 20$1K$1K
Depreciation, depletion and amortizationLn 22$13K$13K
InsuranceLn 23$12K$12K
Other expenses (24a–d)Ln 24$135K$132K$2K$0
Total functional expensesLn 25$2.3M$1.9M$348K$64K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.2M$1.7M−$444K$837K 990 PDF
FY2023 $707K$1.6M−$909K$1.3M 990 PDF
FY2022 $2.7M$1.5M$1.2M$2.2M 990 PDF
FY2021 $1.5M$1.8M−$264K$992K 990 PDF
FY2020 Viewing $2.8M$2.3M$506K$1.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $2,815,383 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,060,400$2,763,610
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $49,245$48,757
I-11 Other revenuePrior year $0$3,016
I-12 Total revenuePrior year $1,109,645$2,815,383
I-13 Grants and similar amounts paidPrior year $150,000$100,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $974,988$1,209,831
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,497,713$999,281
I-18 Total expensesPrior year $4,622,701$2,309,112
I-19 Revenue less expensesPrior year −$3,513,056$506,271
Part VI · Governance 3 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,815,383 across 11 lines filed
Lines not itemized here account for $3,016 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$2,763,610
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$2,763,610
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $48,757$48,757
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $3,016 · Unrelated business $0 · Excluded from tax $48,757$2,815,383
Part IX · Statement of functional expenses $2,309,112 across 23 lines filed
IX-1 Grants to domestic organizationsPrograms $100,000$100,000
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $180,034 · Management $25,267 · Fundraising $11,498$216,799
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $727,832 · Management $102,149 · Fundraising $46,485$876,466
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsManagement $31,138$31,138
IX-10 Payroll taxesPrograms $71,109 · Management $9,787 · Fundraising $4,532$85,428
IX-11b Legal feesPrograms $10,301 · Management $2,845$13,146
IX-11c Accounting feesManagement $26,609$26,609
IX-11g Other fees for servicesPrograms $584,167 · Management $81,094 · Fundraising $1,130$666,391
IX-12 Advertising and promotionPrograms $40,000$40,000
IX-13 Office expensesPrograms $23,707 · Management $5,344$29,051
IX-14 Information technologyPrograms $13,928 · Management $14,892$28,820
IX-16 OccupancyManagement $14,328$14,328
IX-17 TravelPrograms $9,172 · Management $5,591 · Fundraising $207$14,970
IX-19 Conferences, conventions and meetingsPrograms $5,103$5,103
IX-20 InterestManagement $1,372$1,372
IX-22 Depreciation, depletion and amortizationManagement $13,200$13,200
IX-23 InsuranceManagement $11,784$11,784
IX-24 Other expenses (24a–d)Programs $132,307 · Management $2,200 · Fundraising $0$134,507
IX-25 Total functional expensesPrograms $1,897,660 · Management $347,600 · Fundraising $63,852$2,309,112
Part X · Balance sheet $11,555,421 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $28,800$5,054,373
X-4 Accounts receivable$5,331,704
X-9 Prepaid expenses and deferred chargesStart of year $6,742$7,357
X-10c Land, buildings and equipment, netStart of year $47,533$34,333
X-11 Publicly traded securitiesStart of year $699,245$1,127,654
X-16 Total assetsStart of year $782,320$11,555,421
X-17 Accounts payable and accrued expensesStart of year $33,156$29,086
X-18 Grants payable$10,073,500
X-24 Unsecured notes and loans payable$197,400
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $33,156$10,299,986
X-27 Net assets without donor restrictionsStart of year −$2,385,280$935,622
X-28 Net assets with donor restrictionsStart of year $3,134,444$319,813
X-32 Total net assets or fund balancesStart of year $749,164$1,255,435
X-33 Total liabilities and net assetsStart of year $782,320$11,555,421
Part XI · Reconciliation of net assets $1,255,435 net assets at year end
XI-1 Total revenue$2,815,383
XI-2 Total expenses$2,309,112
XI-3 Revenue less expenses$506,271
XI-4 Net assets at start of year$749,164
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,255,435

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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