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The Helton Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$745k (2024)

Expenses
$669k (2024)

Total Assets
$9.95M (2024)

Total Liabilities
$1 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$745,124
Expenses
$668,518
Net Income
$76,606
Net Assets
$9,946,965
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,000
2.7%
Interest Revenue $641
0.1%
Dividends $419,373
56.3%
Sales of Assets $304,618
40.9%
Other Income $492
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $616,973
92.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,946,966
Total Liabilities $1
Net Assets $9,946,965
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$101,443
Expenses
$820,036
Net Income
-$921,479
Net Assets
$9,870,359
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $525
Dividends $370,107
Sales of Assets -$480,817
Other Income $8,742
Notable Expenses Percent of Total Expenses
Charitable Disbursements $759,662
92.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,870,359
Total Liabilities $0
Net Assets $9,870,359
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,387,722
Expenses
$812,235
Net Income
$575,487
Net Assets
$10,791,838
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $214
0.0%
Dividends $303,015
21.8%
Sales of Assets $1,084,493
78.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $758,628
93.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,791,839
Total Liabilities $1
Net Assets $10,791,838
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$593,506
Expenses
$700,867
Net Income
-$107,361
Net Assets
$10,216,351
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $18
0.0%
Dividends $306,226
51.6%
Sales of Assets $287,262
48.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $645,428
92.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,216,351
Total Liabilities $0
Net Assets $10,216,351
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$510,056
Expenses
$767,205
Net Income
-$257,149
Net Assets
$10,323,711
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $47
0.0%
Dividends $513,972
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $706,864
92.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,323,712
Total Liabilities $1
Net Assets $10,323,711
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$553,253
Expenses
$722,284
Net Income
-$169,031
Net Assets
$10,580,860
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $876
0.2%
Dividends $566,312
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $662,166
91.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,580,861
Total Liabilities $1
Net Assets $10,580,860
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$597,457
Expenses
$715,143
Net Income
-$117,686
Net Assets
$10,749,892
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $244
0.0%
Dividends $611,931
> 100%
Sales of Assets -$14,718
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $659,273
92.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,749,892
Total Liabilities $0
Net Assets $10,749,892
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$426,624
Expenses
$714,411
Net Income
-$287,787
Net Assets
$10,867,578
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,000
0.2%
Interest Revenue $0
Dividends $381,029
89.3%
Sales of Assets $44,595
10.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $660,891
92.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,867,578
Total Liabilities $0
Net Assets $10,867,578
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$313,410
Expenses
$767,069
Net Income
-$453,659
Net Assets
$11,155,365
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,100
1.0%
Interest Revenue $0
Dividends $427,225
> 100%
Sales of Assets -$117,584
Other Income $669
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $699,461
91.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,155,365
Total Liabilities $0
Net Assets $11,155,365
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$523,704
Expenses
$694,844
Net Income
-$171,140
Net Assets
$11,378,927
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $620,970
> 100%
Sales of Assets -$97,266
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $626,663
90.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,378,927
Total Liabilities $0
Net Assets $11,378,927
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,303,808
Expenses
$683,449
Net Income
$620,359
Net Assets
$11,325,052
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $326,344
25.0%
Interest Revenue $0
Dividends $703,748
54.0%
Sales of Assets $273,716
21.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $634,076
92.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,325,052
Total Liabilities $0
Net Assets $11,325,052
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$535,987
Expenses
$603,308
Net Income
-$67,321
Net Assets
$10,704,693
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,300
2.3%
Interest Revenue $0
Dividends $511,910
95.5%
Sales of Assets $11,777
2.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $535,094
88.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,704,693
Total Liabilities $0
Net Assets $10,704,693
Compensation
Key Employees and Officers Compensation Other
Todd L Helton (President) $0 $0
Christy B Helton (Secretary) $0 $0
Rodney Helton (Vice President) $0 $0
Mike Moye (Director) $0 $0
Robert R Davies (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,083,914
Expenses
$570,103
Net Income
$513,811
Net Assets
$10,772,013
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $364,039
33.6%
Interest Revenue $0
Dividends $424,940
39.2%
Sales of Assets $294,935
27.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $500,027
87.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,772,014
Total Liabilities $1
Net Assets $10,772,013

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,166,874
Expenses
$212,658
Net Income
$1,954,216
Net Assets
$10,258,203
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,117,849
51.6%
Interest Revenue $0
Dividends $336,865
15.5%
Sales of Assets $712,160
32.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,000
71.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,477,977
Total Liabilities $219,774
Net Assets $10,258,203

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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