Nonprofit · EIN 27-0810112
HELENE FOUNDATION
Tax-exempt · RALEIGH, NC 27613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $502,138 | $375,484 | $126,654 | $697,706 | $6,826 | $690,880 |
| December 31, 2024 | 990 | $387,297 | $386,907 | $390 | $578,484 | $14,258 | $564,226 |
| December 31, 2023 | 990 | $353,937 | $347,938 | $5,999 | $572,825 | $8,989 | $563,836 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $486,402
- Program service revenue
- $0
- Investment income
- $15,736
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $88,940
- Salaries, compensation and benefits (total)
- $99,662
- Professional fundraising fees
- $0
- Accounting fees
- $3,796
- Travel
- $4,009
- Program services (functional)
- $232,433
- Management and general (functional)
- $117,360
- Fundraising (functional)
- $25,691
Balance sheet and other
- Total assets, start of year
- $578,484
- Total assets, end of year
- $697,706
- Total liabilities, end of year
- $6,826
- Net assets, end of year
- $690,880
- Net assets without donor restrictions
- $690,880
- Gross receipts
- $502,138
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2009
- State of legal domicile
- NC
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Bowers | Officer Officer | 40 | $88,940 |
| Beth Murgitroyd | Board Member Trustee or director | 1 | $0 |
| Dr Anita Wells | Board Member Trustee or director | 1 | $0 |
| Kristi McKeown | Board Member Trustee or director | 1 | $0 |
| Teresa Merritt | Secretary Trustee or director | 1 | $0 |
| Henry DeHart | Board Member Trustee or director | 1 | $0 |
| Kesha Dozier | Board Member Trustee or director | 1 | $0 |
| Patti Lenzen | Board Member Trustee or director | 1 | $0 |
| Alice Tate | Board Member Trustee or director | 1 | $0 |
| Dr Tracy Davidian | Vice President Officer | 1 | $0 |
| Andrea Oakley Fox | President Officer | 2 | $0 |
| Wendie Hill | Treasurer Officer | 1 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Bowers | Officer Officer | 40 | $79,040 |
| Dr Dan Davidian | Board Member Trustee or director | 1 | $0 |
| Beth Murgitroyd | Board Member Trustee or director | 1 | $0 |
| Dr Anita Wells | Board Member Trustee or director | 1 | $0 |
| Kristi McKeown | Board Member Trustee or director | 1 | $0 |
| Teresa Merritt | SECRETARY Trustee or director | 1 | $0 |
| Henry DeHart | Board Member Trustee or director | 1 | $0 |
| KESHA DOZIER | BOARD Member Trustee or director | 1 | $0 |
| Dr Tracy Davidian | Vice President Officer | 1 | $0 |
| Andrea Oakley Fox | President Officer | 2 | $0 |
| Wendie Hill | Treasurer Officer | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN BOWERS | OFFICER Officer | 40 | $62,387 |
| DR DAN DAVIDIAN | BOARD MEMBER Trustee or director | 1 | $0 |
| BETH MURGITROYD | BOARD MEMBER Trustee or director | 1 | $0 |
| DR ANITA WELLS | BOARD MEMBER Trustee or director | 1 | $0 |
| KRISTI MCKEOWN | BOARD MEMBER Trustee or director | 1 | $0 |
| TERESA MERRITT | SECRETARY Trustee or director | 1 | $0 |
| HENRY DEHART | BOARD MEMBER Trustee or director | 1 | $0 |
| KESHA DOZIER | BOARD MEMBER Trustee or director | 1 | $0 |
| DR TRACY DAVIDIAN | VICE PRESIDENT Officer | 1 | $0 |
| ANDREA OAKLEY FOX | PRESIDENT Officer | 2 | $0 |
| WENDIE HILL | TREASURER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 13200 STRICKLAND RD STE 114 PMB 30, RALEIGH, NC 27613-5212
- Principal officer (990 for 2025)
- Susan Bowers, 13200 Strickland Road Suite 114, Raleigh, NC 27613
- Signed the 990
- Susan Bowers, Officer
- Phone
- (919) 280-7800
- Website
- www.helenefoundation.com
- Return prepared by
- LifeTime Tax Management LLC
Mission
Providing assistance to women patients recovering from cancer treatments.
Program accomplishments
- Assisted 40 mothers/families of women patients recovering from cancer treatment by giving grants and support.Expenses $232,433
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 | 990 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
- 27-0810112
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G193)
- Assets (IRS master file)
- $697,706
- Income (IRS master file)
- $502,138
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $502,138 | $375,484 | $697,706 | XML |
| 990 | December 2024 | $387,297 | $386,907 | $578,484 | XML |
| 990 | December 2023 | $353,937 | $347,938 | $572,825 | XML |
| 990 | December 2022 | $492,489 | $312,067 | $573,021 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 27-0810112).
Questions about HELENE FOUNDATION
- What is the EIN of HELENE FOUNDATION?
- The employer identification number (EIN) of HELENE FOUNDATION is 27-0810112.
- Is HELENE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to HELENE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HELENE FOUNDATION 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 HELENE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELENE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HELENE FOUNDATION?
- The 990 for the year ended December 31, 2025 names Susan Bowers.
- Who are the officers and directors of HELENE FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $88,940 (Susan Bowers, Officer).
- How much revenue does HELENE FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $502,138, expenses of $375,484 and total assets of $697,706 at year end.
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All nonprofits in RALEIGH · North Carolina · Voluntary health associations and medical disciplines