The Heliker La Hotan Foundation Inc

Heliker La Hotan Foundation faces persistent operating deficits and declining assets.

EIN: 137262537 · Cranberry Isles, ME · NTEE: T20 · Updated: 2026-03-28

$37KRevenue
$1.6MAssets
55/100Mission Score (Fair)
T20
The Heliker La Hotan Foundation Inc Financial Summary
MetricValue
Total Revenue$37K
Total Expenses$37K
Program Spending70%
Net Assets$1.6M
Transparency Score55/100

Is The Heliker La Hotan Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
GoodSpending Efficiency
ModerateTransparency
4 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

The Heliker La Hotan Foundation Inc directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.

About The Heliker La Hotan Foundation Inc

The Heliker La Hotan Foundation Inc (EIN: 137262537) is a nonprofit organization based in Cranberry Isles, ME, classified under NTEE code T20. The organization reported total revenue of $37K and total assets of $1.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Heliker La Hotan Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

25Years Operating
MicroSize Classification
10Years of Filings
MixedRevenue Trajectory

The Heliker La Hotan Foundation Inc is a micro nonprofit that has been operating for 25 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -15.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$26K
Total Expenses$37K
Surplus / Deficit$-11,517
Total Assets$1.6M
Total Liabilities$3K
Net Assets$1.6M
Operating Margin-45.1%
Debt-to-Asset Ratio0.2%
Months of Reserves519.4 months

Financial Health Grade: B

In 2023, The Heliker La Hotan Foundation Inc reported a deficit of $12K with expenses exceeding revenue, holds 519.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.2% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), The Heliker La Hotan Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -15.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023+2555300.0%-16.5%-0.9%
2022-100.0%-33.9%-2.4%
2021-98.2%-57.0%-3.7%
2020+1015.0%-23.0%+43.4%
2019+6.3%-19.5%-46.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2001

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Heliker La Hotan Foundation Inc exhibits a concerning trend of consistent operating deficits, with expenses frequently exceeding revenue. For example, in 2023, expenses were $37,071 against revenue of $25,554, and in 2022, expenses were $44,370 with only $1 in revenue. This pattern suggests reliance on its substantial asset base, which has been steadily declining over the past decade, from $3,164,803 in 2011 to $1,604,653 in 2023. While the organization does not report any officer compensation, which is a positive for transparency regarding executive pay, the overall financial sustainability is questionable given the consistent draw-down of assets to cover operational costs. The significant revenue spike in 2020 ($666,752) appears to be an anomaly and did not reverse the long-term asset decline. The foundation's spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which is not provided in the summary data. However, the consistent net losses indicate that the organization is not generating sufficient income to cover its activities. The lack of reported officer compensation is a strong point for transparency in that specific area, but the broader financial picture raises questions about long-term viability and the effectiveness of its financial management in generating sustainable revenue. Overall, while the absence of officer compensation is a positive transparency indicator, the foundation's financial health is concerning due to persistent operating deficits and a significant, continuous decline in assets. This trend suggests that the organization is spending down its endowment without a clear path to sustainable revenue generation, which could impact its ability to fulfill its mission in the long run.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The Heliker La Hotan Foundation Inc with a Mission Score of 55 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 20%
  • programs: 70%
  • fundraising: 10%

According to IRS 990 filings, The Heliker La Hotan Foundation Inc allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$26KTotal Revenue
$37KTotal Expenses
$1.6MTotal Assets
$3KTotal Liabilities
$1.6MNet Assets
  • The organization reported a deficit of $12K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.2%.

Executive Compensation Analysis

The organization reports 0% officer compensation across all available filings, indicating that no salaries or benefits are paid to its officers, which is a strong positive for financial transparency and resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of The Heliker La Hotan Foundation Inc's IRS 990 filings:

  • Consistent operating deficits (e.g., 2023: $25,554 revenue vs. $37,071 expenses)
  • Significant and continuous decline in total assets over the past decade (from $3.1M in 2011 to $1.6M in 2023)
  • Reliance on asset draw-down to cover operational expenses
  • Unusually low revenue in some years (e.g., $1 in 2022)

Strengths

The following positive indicators were identified for The Heliker La Hotan Foundation Inc:

  • No reported officer compensation, indicating efficient use of funds at the executive level
  • Relatively low liabilities compared to assets, suggesting good debt management

Frequently Asked Questions about The Heliker La Hotan Foundation Inc

Is The Heliker La Hotan Foundation Inc a legitimate charity?

The Heliker La Hotan Foundation Inc (EIN: 137262537) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 55/100. It has 10 years of IRS 990 filings on record. Total revenue: $37K. 4 red flags identified. 2 strengths noted. Financial health grade: B.

How does The Heliker La Hotan Foundation Inc spend its money?

The Heliker La Hotan Foundation Inc directs 70% of its spending to programs and services. Fundraising costs 10%. This meets the 65% industry benchmark.

Are donations to The Heliker La Hotan Foundation Inc tax-deductible?

The Heliker La Hotan Foundation Inc is registered as a tax-exempt nonprofit (EIN: 137262537). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of The Heliker La Hotan Foundation Inc's spending goes to programs?

The Heliker La Hotan Foundation Inc directs 70% to programs, 10% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.

How does The Heliker La Hotan Foundation Inc compare to similar nonprofits?

With a transparency score of 55/100 (Fair), The Heliker La Hotan Foundation Inc is near average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is The Heliker La Hotan Foundation Inc located?

The Heliker La Hotan Foundation Inc is headquartered in Cranberry Isles, Maine and files with the IRS under EIN 137262537. It is classified under NTEE code T20.

How many years of IRS 990 filings does The Heliker La Hotan Foundation Inc have?

The Heliker La Hotan Foundation Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $37K in total revenue.

How does the foundation plan to address its consistent operating deficits?

The provided data shows consistent expenses exceeding revenue, leading to a draw-down of assets. A clear strategy for sustainable revenue generation or expense reduction is not evident from the filings.

What caused the significant revenue spike in 2020, and was it a one-time event?

In 2020, revenue was $666,752, significantly higher than any other year. This appears to be an anomaly, as revenue returned to much lower levels in subsequent years, suggesting it was a one-time event or unusual contribution.

What is the long-term strategy for asset management given the continuous decline?

Assets have decreased from over $3.1 million in 2011 to $1.6 million in 2023. This continuous decline raises concerns about the foundation's ability to sustain its operations and mission in the future without a clear plan to replenish or grow its endowment.

Filing History

IRS 990 filing history for The Heliker La Hotan Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), The Heliker La Hotan Foundation Inc's revenue has declined by 86.5%, moving from $189K to $26K. Total assets decreased by 49.3% over the same period, from $3.2M to $1.6M. Total functional expenses fell by 90.1%, from $375K to $37K. In its most recent filing year (2023), The Heliker La Hotan Foundation Inc reported a deficit of $12K, with expenses exceeding revenue. The organization holds $3K in liabilities against $1.6M in assets (debt-to-asset ratio: 0.2%), resulting in net assets of $1.6M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $26K $37K $1.6M $3K
2022 $1 $44K $1.6M $7K View 990
2021 $12K $67K $1.7M $2K View 990
2020 $667K $156K $1.7M $10K
2019 $60K $202K $1.2M $152
2015 $56K $251K $2.2M $1 View 990
2014 $103K $276K $2.5M $5K View 990
2013 $66K $371K $2.8M $13K View 990
2012 $53K $332K $3.0M $6K View 990
2011 $189K $375K $3.2M $4K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $26K, expenses of $37K, and assets of $1.6M (revenue +2555300.0% year-over-year).
  • 2022: Revenue of $1, expenses of $44K, and assets of $1.6M (revenue -100.0% year-over-year).
  • 2021: Revenue of $12K, expenses of $67K, and assets of $1.7M (revenue -98.2% year-over-year).
  • 2020: Revenue of $667K, expenses of $156K, and assets of $1.7M (revenue +1015.0% year-over-year).
  • 2019: Revenue of $60K, expenses of $202K, and assets of $1.2M (revenue +6.3% year-over-year).
  • 2015: Revenue of $56K, expenses of $251K, and assets of $2.2M (revenue -45.5% year-over-year).
  • 2014: Revenue of $103K, expenses of $276K, and assets of $2.5M (revenue +56.9% year-over-year).
  • 2013: Revenue of $66K, expenses of $371K, and assets of $2.8M (revenue +23.8% year-over-year).
  • 2012: Revenue of $53K, expenses of $332K, and assets of $3.0M (revenue -72.0% year-over-year).
  • 2011: Revenue of $189K, expenses of $375K, and assets of $3.2M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for The Heliker La Hotan Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for The Heliker La Hotan Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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