Nonprofit · EIN 30-0034707
HELENA DEVEREUX FOUNDATION
Tax-exempt · VILLANOVA, PA 19085
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,769,274 | $5,287,936 | $8,481,338 | $219,772,000 | $20,927,000 | $198,845,000 |
| June 30, 2024 | 990 | $14,643,252 | $4,162,698 | $10,480,554 | $196,066,000 | $9,387,000 | $186,679,000 |
| June 30, 2023 | 990 | $14,324,556 | $11,391,531 | $2,933,025 | $188,984,000 | $8,371,000 | $180,613,000 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $13,769,274
- Net gain from sales of assets
- $9,160,866
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,192,416
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $5,192,416
- Management and general (functional)
- $95,520
Balance sheet and other
- Total assets, start of year
- $196,066,000
- Total assets, end of year
- $219,772,000
- Total liabilities, end of year
- $20,927,000
- Net assets, end of year
- $198,845,000
- Publicly traded securities
- $189,375,000
- Net assets without donor restrictions
- $190,081,000
- Net assets with donor restrictions
- $8,764,000
- Gross receipts
- $36,985,277
- Employees
- 0
- Year formed
- 2001
- State of legal domicile
- PA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Carl E Clark | President and CEO, Trustee Trustee or director, Officer | 5 | $0 | $773,261 | $98,001 |
| Robert C Dunne | Treasurer Officer | 5 | $0 | $483,837 | $35,103 |
| John Kane | Secretary Officer | 5 | $0 | $447,386 | $11,996 |
| David A Griffith | Controller Officer | 2 | $0 | $204,642 | $14,331 |
| Elva Ferrari-Graham | Chair, Trustee Trustee or director, Officer | 5 | $0 | $0 | $0 |
| John Creamer | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Elizabeth Hirsch | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Stuart George | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Jerry Lombard | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| George Magnatta | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Alexander Carles | Trustee Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Carl E Clark | President and CEO, Trustee Trustee or director, Officer | 5 | $0 | $750,307 | $91,393 |
| Robert C Dunne | Treasurer Officer | 5 | $0 | $709,365 | $33,001 |
| John Kane | Secretary Officer | 5 | $0 | $421,936 | $11,546 |
| David A Griffith | Controller Officer | 2 | $0 | $195,885 | $14,004 |
| Elva Ferrari-Graham | Chair, Trustee Trustee or director, Officer | 5 | $0 | $0 | $0 |
| John Creamer | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Elizabeth Hirsch | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Stuart George | Trustee Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Carl E Clark | President and CEO Officer | 5 | $0 | $705,328 | $92,149 |
| Robert C Dunne | Sr VP and CFO Officer | 5 | $0 | $446,589 | $58,786 |
| John Kane | Sr VP Genl Counsel and Secy Officer | 5 | $0 | $422,385 | $10,794 |
| David A Griffith | Controller Officer | 2 | $0 | $193,026 | $13,963 |
| Elva Ferrari-Graham | Chair, Trustee Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Ramin Arani | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| John Creamer | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Elizabeth Hirsch | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Stuart George | Trustee Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 444 DEVEREUX DR, VILLANOVA, PA 19085-1932
- In care of
- % ROBERT C DUNNE CFO
- Principal officer (990 for 2024)
- Carl E Clark II, 444 Devereux Drive, Villanova, PA 19085
- Signed the 990
- Robert Dunne, CFO
- Phone
- (610) 542-3065
Mission
THE HELENA DEVEREUX FOUNDATION (HDF) IS A SUPPORTING ORGANIZATION OF THE DEVEREUX FOUNDATION D/B/A DEVEREUX ADVANCED BEHAVIORAL HEALTH (DEVEREUX) AND ITS AFFILIATED ENTITIES. HDF IS A PENNSYLVANIA NOT-FOR-PROFIT CORPORATION WHICH HOLDS AND INVESTS CERTAIN ASSETS TO BENEFIT DEVEREUX AND ITS PROGRAMS. DEVEREUX CHANGES LIVES BY UNLOCKING AND NURTURING HUMAN POTENTIAL FOR PEOPLE WITH EMOTIONAL, BEHAVIORAL, OR COGNITIVE DIFFERENCES. AT DEVEREUX, WE INTEGRATE THE LATEST SCIENTIFIC AND MEDICAL ADVANCEMENTS WITH TIME-TESTED PHILOSOPHIES AND COMPASSIONATE FAMILY ENGAGEMENT TO PROVIDE PRACTICAL, EFFECTIVE, AND EFFICIENT CARE, MAKING A MEANINGFUL DIFFERENCE IN THE LIVES OF THOSE WE SERVE, AND THE WORLD AROUND THEM. WE HELP CHANGE LIVES FOR PEOPLE WITH AUTISM, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, SPECIALTY MENTAL HEALTH NEEDS, AND CHILD WELFARE CONCERNS, WHILE SUPPORTING THE GOOD SOCIAL AND EMOTIONAL HEALTH OF ALL PEOPLE.A SPENDING RULE APPROVAL IS APPLIED UNDER WHICH IS EQUIVALENT TO APPR
Program accomplishments
- Helena Devereux Foundation (HDF) invests funds and uses the earnings from these investments to further Devereux and its affiliated entities' mission of providing high-quality services to children, adults and families with special needs.Expenses $5,192,416 · revenue $13,769,294
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0034707
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $219,772,000
- Income (IRS master file)
- $36,985,277
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,769,274 | $5,287,936 | $219,772,000 | XML |
| 990 | June 2024 | $14,643,252 | $4,162,698 | $196,066,000 | XML |
| 990 | June 2023 | $14,324,556 | $11,391,531 | $188,984,000 | XML |
| 990 | June 2022 | $15,868,103 | $2,886,934 | $208,303,000 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 30-0034707).
Questions about HELENA DEVEREUX FOUNDATION
- What is the EIN of HELENA DEVEREUX FOUNDATION?
- The employer identification number (EIN) of HELENA DEVEREUX FOUNDATION is 30-0034707.
- Is HELENA DEVEREUX FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to HELENA DEVEREUX FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HELENA DEVEREUX 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 HELENA DEVEREUX FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELENA DEVEREUX FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HELENA DEVEREUX FOUNDATION?
- The 990 for the year ended June 30, 2025 names Carl E Clark II.
- Who are the officers and directors of HELENA DEVEREUX FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does HELENA DEVEREUX FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,769,274, expenses of $5,287,936 and total assets of $219,772,000 at year end.
Other nonprofits in VILLANOVA
- COHEN FAMILY FOUNDATION EIN 39-4883431 · last filed 990-PF for 2025
- COUNIHAN FAMILY FOUNDATION EIN 45-2428420 · last filed 990-PF for 2025
- MCLELLAND FAMILY FOUNDATION EIN 27-2995394 · last filed 990-PF for 2025
- AULDRIDGE FUND EIN 23-2900851 · last filed 990-PF for 2025
- GERALD B SHREIBER FOUNDATION EIN 22-6868479 · last filed 990-PF for 2025
- ZIDEK FAM FOUNDATION EIN 65-6434987 · last filed 990-PF for 2024
- LANDES FAM FOUNDATION TR UA 110498 EIN 23-7996168 · last filed 990-PF for 2026
- THE BFF FRIENDSHIP FOUNDATION EIN 25-6678476 · last filed 990-PF for 2025
All nonprofits in VILLANOVA · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations