Nonprofit · EIN 06-1277701
HELMS HOUSING INC
Tax-exempt · BRIDGEPORT, CT 06605
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $130,931 | $144,154 | -$13,223 | $404,877 | $43,371 | $361,506 |
| December 31, 2023 | 990 | $119,726 | $169,493 | -$49,767 | $474,773 | $100,044 | $374,729 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $130,924
- Investment income
- $7
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,596
- Occupancy
- $16,789
- Depreciation
- $2,276
- Program services (functional)
- $115,371
- Management and general (functional)
- $28,783
Balance sheet and other
- Total assets, start of year
- $474,773
- Total assets, end of year
- $404,877
- Total liabilities, end of year
- $43,371
- Net assets, end of year
- $361,506
- Land, buildings and equipment
- $293,015
- Net assets without donor restrictions
- $361,506
- Gross receipts
- $130,931
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1991
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HEATHER ANN MARQUIS | CO-PRESIDENT AND CEO Officer | 0.5 | $0 | $264,911 | $37,301 |
| JEFFREY NEFF | CO-PRESIDENT AND CEO Officer | 0.5 | $0 | $270,774 | $11,500 |
| JEREMIAH J SEGRUE | CFO THRU 7/24 Officer | 0.5 | $0 | $160,081 | $40,084 |
| LUZ RODRIGUEZ | INTERIM CFO Officer | 0.5 | $0 | $181,911 | $15,744 |
| ROCCO TRICARICO | OUTGOING PRESIDENT/CEO Officer | 0.5 | $0 | $114,158 | $142 |
| CATHARINE H FREEMAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHRISTINE ROSE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHRISTOPHER PETERSON | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JAY DIAZ | OUTGOING DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN OSTASZEWSKI | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARY ELLEN HART | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MORAG VANCE | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ROB SCINTO | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SEAN P KANE | OUTGOING DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| STEPHEN ZEHRING | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM CATROPA | TREASURER/SECRETARY Trustee or director, Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROCCO TRICARICO | PRESIDENT/CEO Officer | 0.5 | $0 | $266,568 | $8,725 |
| JEREMIAH J SEGRUE | CFO Officer | 0.5 | $0 | $206,503 | $43,178 |
| CATHARINE H FREEMAN | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CHRISTINE ROSE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHRISTOPHER PETERSON | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JAY DIAZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN OSTASZEWSKI | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARY ELLEN HART | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MORAG VANCE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ROB SCINTO | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SEAN P KANE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| STEPHEN ZEHRING | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TOM CATROPA | CHAIRMAN Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 165 OCEAN TER, BRIDGEPORT, CT 06605-2719
- In care of
- % NORMAN O BARRES
- Principal officer (990 for 2024)
- JEFFREY NEFF, 165 OCEAN TERRACE, BRIDGEPORT, CT 06605
- Signed the 990
- JEFFREY NEFF, CO-CEO
- Phone
- (203) 581-5344
- Return prepared by
- COHNREZNICK ADVISORY LLC
Mission
HELMS HOUSING, INC. (AGENCY) PROVIDES HOUSING TO LOW INCOME AREA RESIDENTS UNDER GUIDELINES ADMINISTERED BY THE CONNECTICUT HOUSING FINANCE AUTHORITY (CHFA).
Program accomplishments
- RENTAL OF LOW INCOME HOUSING UNDER CONTRACT WITH THE STATE OF CONNECTICUT. TENANTS MAY INCLUDE THOSE WITH MULTIPLE AND/OR SIGNIFICANT DISABILITIES.Expenses $115,371 · revenue $130,924
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1277701
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20Z)
- Assets (IRS master file)
- $404,877
- Income (IRS master file)
- $130,931
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $130,931 | $144,154 | $404,877 | XML |
| 990 | December 2023 | $119,726 | $169,493 | $474,773 | XML |
| 990 | December 2022 | $112,572 | $117,377 | $459,276 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1277701).
Questions about HELMS HOUSING INC
- What is the EIN of HELMS HOUSING INC?
- The employer identification number (EIN) of HELMS HOUSING INC is 06-1277701.
- Is HELMS HOUSING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to HELMS HOUSING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HELMS HOUSING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HELMS HOUSING INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELMS HOUSING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HELMS HOUSING INC?
- The 990 for the year ended December 31, 2024 names JEFFREY NEFF.
- Who are the officers and directors of HELMS HOUSING INC?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does HELMS HOUSING INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $130,931, expenses of $144,154 and total assets of $404,877 at year end.
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All nonprofits in BRIDGEPORT · Connecticut · Housing and shelter