Helpers Community INC FY2020 filing

Tax-deductible

San Francisco, CA501(c)(3)Human ServicesEIN 94-1546037Revenue $2.8M in FY2020

On file with the IRS2626 Fulton St, 94118-4026 · San Francisco, CATax-exempt since Jan 1958Publicly supported — 509(a)(2)

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Helpers Community, Inc. is dedicated to supporting individuals with developmental disabilities and the organizations that serve them in the greater SF Bay Area.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
$71K 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
1 of 6
filings with a surplus
Average deficit $100K a year · 14% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$71K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $60K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$37K
0.4% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 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
×11 vs prior year
Spent
$875K
To programs
66%
Net assets
$9.1M
By yearFY2019–FY2024
Revenue
$2.8M
FY2020▲ ×11
Tap a bar for its year
Revenue by fiscal year
FY2019$241K
FY2020$2.8M
FY2021$269K
FY2022$11K
FY2023$354K
FY2024$555K
Expenses
$875K
FY2020▲ +62%
Tap a bar for its year
Expenses by fiscal year
FY2019$542K
FY2020$875K
FY2021$753K
FY2022$996K
FY2023$862K
FY2024$767K
Net assets
$9.1M
FY2020▲ +35%
Tap a bar for its year
Net assets by fiscal year
FY2019$6.7M
FY2020$9.1M
FY2021$8.9M
FY2022$7.0M
FY2023$7.1M
FY2024$7.3M

From the FY2020 Form 990 · see the original

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

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1958.

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

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $580K Management & general 32% · $278K Fundraising 2% · $18K

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; $71K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$71,000Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Robert Harrison’s $159K as Executive Dir. is at the 98th percentile of top reported officer pay among 2168 $100K–1M human services 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

NameFY2024FY2023FY2022FY2021FY2020FY2019
Robert Harrison$159,115$154,259$137,958$71,000$71,000$66,958
Marilyn Harrison$66,096$58,291$54,379———

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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports people with developmental disabilities and their service organizations in the SF Bay Area.

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Provided by the organization

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1 program · $580K · in their own filed words · FY2020
01

The past year of 2020 was represented by unique challenges and hardships felt by all of us as well as our businesses. The COVID-19 restrictions and shelter in place mandates limited many organizations ability to proceed unimpeded or not realize a disruption to their day-to-day programs and activities.Despite it all, and not without…

$580Kprogram 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 2 funders$60K
Grants paid · 58 grants · $2.2M · 2019–2024
AbilitypathCA · FY2024$25,000
One Step Beyond INCAZ · FY2024$20,000
Creative Growth Art CenterCA · FY2024$20,000
Life Steps Foundation INCCA · FY2024$12,500
Sweetwater Spectrum INCCA · FY2024$12,000
L Arche PortlandOR · FY2024$10,000
The Cedars of MarinCA · FY2024$10,000
Big Wave GroupCA · FY2024$10,000
Creativity Explored INCCA · FY2023$21,350
College of Adaptive ArtsCA · FY2023$20,000
L Arche PortlandOR · FY2023$12,000
See all 58 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Investment incomeLn 3$2.6M
Gifts and grantsLn 1h$162K
Fees for servicesLn 2g$40K
Money outPt IX
$875K
Ln 25
Programscol B$580K
Managementcol C$278K
Fundraisingcol D$18K
Owns and owesPt X
$9.1M
net assets · Ln 32
Cash and savingsLn 1–2$83K
Total assetsLn 16$9.1M
LiabilitiesLn 26$37K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$162K
Fees for servicesLn 2g$40K
Investment incomeLn 3$2.6M
Other incomeLn 4–11$9K
Gains on assetsLn 7$2.4M
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$83K
SavingsLn 2$0
Cash and savings togetherLn 1–2$83K
InvestmentsLn 11–13$8.8M
Land, buildings, equipmentLn 10c$236K
Other assetsLn 15$0
Total assetsLn 16$9.1M
LiabilitiesLn 26$37K
Net assetsLn 32$9.1M
OperationsPt I, VI
EmployeesI 56
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$7K$83K
InvestmentsLn 11–13$6.3M$8.8M
Land, buildings, equipmentLn 10c$430K$236K
Total assetsLn 16$6.7M$9.1M
LiabilitiesLn 26$19K$37K
Net assetsLn 32$6.7M$9.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$374K$374K
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$71K$61K$7K$4K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$14K$11K$2K$387
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$41K$6K$35K$32
Advertising and promotionLn 12$0
Office expensesLn 13$75K$74K$925
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$247K$25K$210K$12K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$20K$19K$574
InsuranceLn 23$12K$10K$1K$613
Other expenses (24a–d)Ln 24$21K$21K
All other expensesLn 24e$0
Total functional expensesLn 25$875K$580K$278K$18K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $555K$767K−$212K$7.3M 990 PDF
FY2023 $354K$862K−$508K$7.1M 990 PDF
FY2022 $11K$996K−$985K$7.0M 990 PDF
FY2021 $269K$753K−$483K$8.9M 990 PDF
FY2020 Viewing $2.8M$875K$1.9M$9.1M 990 PDF
FY2019 $241K$542K−$301K$6.7M 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 FY2020 990 (6 parts)
Part I · Summary $2,767,217 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $12,741$161,852
I-9 Program service revenuePrior year $38,452$40,000
I-10 Investment incomePrior year $145,669$2,556,129
I-11 Other revenuePrior year $47,325$9,236
I-12 Total revenuePrior year $244,187$2,767,217
I-13 Grants and similar amounts paidPrior year $254,300$374,007
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $74,714$85,583
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $212,516$415,774
I-18 Total expensesPrior year $541,530$875,364
I-19 Revenue less expensesPrior year −$297,343$1,891,853
Part VI · Governance 4 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,767,217 across 10 lines filed
Lines not itemized here account for $3,978 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$161,852
VIII-1h Total contributions, gifts and grants$161,852
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $40,000$40,000
VIII-3 Investment incomeRelated to mission $155,639$155,639
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $2,400,490$2,400,490
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $5,258$5,258
VIII-12 Total revenueRelated to mission $2,600,107 · Excluded from tax $5,258$2,767,217
Part IX · Statement of functional expenses $875,364 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $374,007$374,007
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 $60,755 · Management $7,148 · Fundraising $3,574$71,477
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $11,228 · Management $2,491 · Fundraising $387$14,106
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $6,008 · Management $34,728 · Fundraising $32$40,768
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $73,597 · Management $925$74,522
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $25,227 · Management $209,640 · Fundraising $12,333$247,200
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $19,095 · Fundraising $574$19,669
IX-23 InsurancePrograms $10,302 · Management $1,349 · Fundraising $613$12,264
IX-24 Other expenses (24a–d)Management $21,351$21,351
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $580,219 · Management $277,632 · Fundraising $17,513$875,364
Part X · Balance sheet $9,105,463 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $6,651$82,842
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $32,901$28,447
X-10c Land, buildings and equipment, netStart of year $429,871$235,529
X-11 Publicly traded securitiesStart of year $6,274,175$8,758,645
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $6,743,598$9,105,463
X-17 Accounts payable and accrued expensesStart of year $18,636$37,397
X-26 Total liabilitiesStart of year $18,636$37,397
X-27 Net assets without donor restrictionsStart of year $6,724,962$9,068,066
X-32 Total net assets or fund balancesStart of year $6,724,962$9,068,066
X-33 Total liabilities and net assetsStart of year $6,743,598$9,105,463
Part XI · Reconciliation of net assets $9,068,066 net assets at year end
XI-1 Total revenue$2,767,217
XI-2 Total expenses$875,364
XI-3 Revenue less expenses$1,891,853
XI-4 Net assets at start of year$6,724,962
XI-5 Net unrealized gains (losses) on investments$451,251
XI-10 Net assets at end of year$9,068,066

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

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