The Helton Foundation

Helton Foundation maintains stable assets despite volatile revenue and zero executive compensation.

EIN: 203694022 · Peachtree Cor, GA · NTEE: B11 · Updated: 2026-03-28

$2.0MRevenue
$9.9MAssets
85/100Mission Score (Excellent)
B11

Is The Helton Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

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

The Helton Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About The Helton Foundation

The Helton Foundation (EIN: 203694022) is a nonprofit organization based in Peachtree Cor, GA, classified under NTEE code B11. The organization reported total revenue of $2.0M and total assets of $9.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Helton Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Helton Foundation demonstrates a consistent asset base, hovering around $10 million, indicating financial stability. However, recent financial performance shows volatility, with a significant negative revenue of $-101,443 in 2023, contrasting sharply with the $1,387,722 in revenue in 2022. Despite this, expenses have remained relatively stable, ranging from approximately $700,000 to $820,000 in recent years. The organization consistently reports zero officer compensation, which is a strong indicator of efficient use of funds and a commitment to directing resources towards its mission rather than executive salaries. The very low liabilities across most years also suggest sound financial management and minimal debt burden. While the foundation's program spending efficiency cannot be precisely determined without a detailed breakdown of expenses, the absence of officer compensation is a positive sign for donor confidence. The consistent asset base over a decade, despite revenue fluctuations, suggests a well-managed endowment or investment strategy. The negative revenue in 2023 warrants further investigation to understand its cause, but the overall trend of stable expenses and assets points to a generally responsible financial operation. Transparency is bolstered by the consistent filing of IRS 990 forms over a decade, providing a clear historical financial record. The minimal liabilities and zero officer compensation contribute to a perception of good governance and accountability. However, the lack of detailed expense categories in the provided data limits a full assessment of spending efficiency across programs, administration, and fundraising.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The Helton Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, The Helton Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

The Helton Foundation consistently reports 0% officer compensation across all available filings, indicating that no funds are allocated to executive salaries, which is highly unusual for an organization of its asset size ($9.9 million). This suggests a strong commitment to directing resources towards its mission.

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 Helton Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for The Helton Foundation:

Frequently Asked Questions about The Helton Foundation

Is The Helton Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, The Helton Foundation (EIN: 203694022) some concerns. Mission Score: 85/100. 2 red flags identified, 4 strengths noted.

How does The Helton Foundation spend its money?

The Helton Foundation directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to The Helton Foundation tax-deductible?

The Helton Foundation is registered as a tax-exempt nonprofit (EIN: 203694022). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Why was the revenue negative in 2023?

The 2023 filing shows a revenue of $-101,443. This could be due to significant investment losses, a return of grants, or an accounting adjustment. Further investigation into the detailed 990 form for that period would be necessary to understand the specific cause.

How does The Helton Foundation sustain its operations with zero officer compensation?

The consistent reporting of 0% officer compensation suggests that the foundation may be primarily volunteer-run at the executive level, or that executive functions are covered by other means not classified as direct compensation, such as through a related entity or pro bono services. This is a significant indicator of efficiency.

What is the primary source of The Helton Foundation's revenue?

Given the fluctuating revenue figures, ranging from negative to over $2 million, and a substantial asset base, it is likely that the foundation's revenue primarily comes from investment income, grants, or contributions, rather than earned income from services. The specific breakdown would be in the detailed 990 forms.

Filing History

IRS 990 filing history for The Helton Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), The Helton Foundation's revenue has declined by 104.7%, moving from $2.2M to $-101,443. Total assets decreased by 5.8% over the same period, from $10.5M to $9.9M. Total functional expenses rose by 285.6%, from $213K to $820K. The organization holds $1 in liabilities against $9.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $9.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp.PDF
2023 $-101,443 $820K $9.9M $1
2022 $1.4M $812K $10.8M $1
2021 $594K $701K $10.2M $1 View 990
2020 $510K $767K $10.3M $1 View 990
2019 $553K $722K $10.6M $1 View 990
2015 $524K $695K $11.4M $1 View 990
2014 $1.3M $683K $11.3M $1 View 990
2013 $536K $603K $10.7M $1 View 990
2012 $1.1M $570K $10.8M $1 View 990
2011 $2.2M $213K $10.5M $220K View 990

Year-by-Year Financial Summary

Data Sources and Methodology

This transparency report for The Helton Foundation 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.

Other Nonprofits in Georgia

Explore more nonprofits based in Georgia with AI-powered transparency reports.

View all Georgia nonprofits →

Similar Organizations (NTEE B11)

Other nonprofits classified under NTEE code B11.

View all B11 nonprofits →

Related Nonprofits

Browse by State