Adrienne Helis Malvin Medical Research Foundation

New Orleans, LA
Tax-exempt since Dec. 2011
EIN: 26-3505355

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Type of Nonprofit

Designated as a 501(c)(3) 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: Diseases, Disorders, Medical Disciplines / Research Institutes and/or Public Policy Analysis (NTEE)

Donations to this organization are tax deductible.

Revenue

$5.29M (2023)

Expenses

$1.65M (2023)

Total Assets

$33.3M (2023)

Total Liabilities

$49.4k (2023)

Source: Form 990 tax filings from 2010 to 2023

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.
2023

Revenue

$5,285,336

Expenses

$1,647,555

Net Income

$3,637,781

Net Assets

$33,284,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$3,789,865	71.7%
Bond Proceeds	$0
Royalties	$869,765	16.5%
Rental Property Income	-$1,678
Net Fundraising	$0
Sales of Assets	$344,853	6.5%
Net Inventory Sales	$0
Other Revenue	$282,531	5.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$599,271	36.4%

Assets/Debt
Total Assets	$33,333,970
Total Liabilities	$49,446
Net Assets	$33,284,524

Compensation

Key Employees and Officers	Compensation	Related	Other
David A Kerstein (President/Trustee)	$0	$0	$0
Michael F Schott (Vice President/Trustee)	$0	$0	$0
Linda A Reeg (Secretary/Trustee)	$0	$0	$0
Jane C Fiegler (Trustee/Treasurer)	$0	$0	$0

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990

Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$11,996,397

Expenses

$1,841,175

Net Income

$10,155,222

Net Assets

$29,743,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$5,607,109	46.7%
Bond Proceeds	$0
Royalties	$898,564	7.5%
Rental Property Income	-$11,511
Net Fundraising	$0
Sales of Assets	$5,754,856	48.0%
Net Inventory Sales	$0
Other Revenue	-$252,621

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$601,713	32.7%

Assets/Debt
Total Assets	$29,786,235
Total Liabilities	$42,509
Net Assets	$29,743,726

Compensation

Key Employees and Officers	Compensation	Related	Other
David A Kerstein (President/Trustee)	$0	$0	$0
Michael F Schott (Vice President/Trustee)	$0	$0	$0
Linda A Reeg (Secretary/Trustee)	$0	$0	$0
Jane C Fiegler (Trustee/Treasurer)	$0	$0	$0

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990

Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$2,262,555

Expenses

$2,235,163

Net Income

$27,392

Net Assets

$18,419,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$619,551	27.4%
Bond Proceeds	$0
Royalties	$516,336	22.8%
Rental Property Income	$90	0.0%
Net Fundraising	$0
Sales of Assets	$314,656	13.9%
Net Inventory Sales	$0
Other Revenue	$811,922	35.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$770,982	34.5%

Assets/Debt
Total Assets	$18,450,515
Total Liabilities	$31,359
Net Assets	$18,419,156

Compensation

Key Employees and Officers	Compensation	Related	Other
David A Kerstein (President/Trustee)	$0	$0	$0
Michael F Schott (Vice President/Trustee)	$0	$0	$0
Linda A Reeg (Secretary/Trustee)	$0	$0	$0
Jane C Fiegler (Trustee/Treasurer)	$0	$0	$0

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990

Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

-$3,168,209

Expenses

$2,562,559

Net Income

-$5,730,768

Net Assets

$18,347,450

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	-$3,331,873
Bond Proceeds	$0
Royalties	$233,889
Rental Property Income	$4,430
Net Fundraising	$0
Sales of Assets	-$216,837
Net Inventory Sales	$0
Other Revenue	$142,182

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,002,022	39.1%

Assets/Debt
Total Assets	$18,462,151
Total Liabilities	$114,701
Net Assets	$18,347,450

Compensation

Key Employees and Officers	Compensation	Related	Other
David A Kerstein (President/Trustee)	$0	$0	$0
Michael F Schott (Vice President/Trustee)	$0	$0	$0
Linda A Reeg (Secretary/Trustee)	$0	$0	$0
Jane C Fiegler (Trustee/Treasurer)	$0	$0	$0

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990

Filed on Dec. 23, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$1,725,833

Expenses

$2,459,795

Net Income

-$733,962

Net Assets

$23,996,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,165,941	67.6%
Bond Proceeds	$0
Royalties	$341,398	19.8%
Rental Property Income	-$1,955
Net Fundraising	$0
Sales of Assets	$37,238	2.2%
Net Inventory Sales	$0
Other Revenue	$183,211	10.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$984,288	40.0%

Assets/Debt
Total Assets	$24,024,882
Total Liabilities	$27,905
Net Assets	$23,996,977

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$22,198,409

Expenses

$10,060,998

Net Income

$12,137,411

Net Assets

$24,756,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	-$450,899
Bond Proceeds	$0
Royalties	$23,155,417	> 100%
Rental Property Income	$1,601	0.0%
Net Fundraising	$0
Sales of Assets	-$704,844
Net Inventory Sales	$0
Other Revenue	$197,134	0.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,042,426	10.4%

Assets/Debt
Total Assets	$24,782,210
Total Liabilities	$25,413
Net Assets	$24,756,797

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

-$5,889,162

Expenses

$3,368,205

Net Income

-$9,257,367

Net Assets

$12,506,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	-$7,537,250
Bond Proceeds	$0
Royalties	$228,513
Rental Property Income	-$2,765
Net Fundraising	$0
Sales of Assets	$1,270,062
Net Inventory Sales	$0
Other Revenue	$152,278

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,223,897	36.3%

Assets/Debt
Total Assets	$12,539,146
Total Liabilities	$33,105
Net Assets	$12,506,041

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

-$11,207,040

Expenses

$3,930,132

Net Income

-$15,137,172

Net Assets

$21,903,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	-$11,290,230
Bond Proceeds	$0
Royalties	$137,817
Rental Property Income	$826
Net Fundraising	$0
Sales of Assets	-$147,104
Net Inventory Sales	$0
Other Revenue	$91,651

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,277,522	32.5%

Assets/Debt
Total Assets	$21,975,238
Total Liabilities	$71,544
Net Assets	$21,903,694

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

-$8,679,388

Expenses

$3,921,027

Net Income

-$12,600,415

Net Assets

$36,997,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	-$8,790,394
Bond Proceeds	$0
Royalties	$179,468
Rental Property Income	$1,257
Net Fundraising	$0
Sales of Assets	-$75,030
Net Inventory Sales	$0
Other Revenue	$5,293

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,294,046	33.0%

Assets/Debt
Total Assets	$37,059,011
Total Liabilities	$61,853
Net Assets	$36,997,158

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

-$4,062,693

Expenses

$4,643,106

Net Income

-$8,705,799

Net Assets

$49,588,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$156
Program Services	$0
Investment Income	-$4,473,835
Bond Proceeds	$0
Royalties	$111,545
Rental Property Income	$792
Net Fundraising	$0
Sales of Assets	$286,388
Net Inventory Sales	$0
Other Revenue	$12,261

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,378,620	29.7%

Assets/Debt
Total Assets	$49,746,493
Total Liabilities	$157,923
Net Assets	$49,588,570

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$60,034,483

Expenses

$3,548,611

Net Income

$56,485,872

Net Assets

$1,833,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$61,619,340	> 100%
Program Services	$0
Investment Income	-$2,176,659
Bond Proceeds	$0
Royalties	$120,156	0.2%
Rental Property Income	$850	0.0%
Net Fundraising	$0
Sales of Assets	$470,013	0.8%
Net Inventory Sales	$0
Other Revenue	$783	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,291,162	36.4%

Assets/Debt
Total Assets	$1,875,178
Total Liabilities	$42,114
Net Assets	$1,833,064

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$4,275,000

Expenses

$3,824,853

Net Income

$450,147

Net Assets

$1,476,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,275,000	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,226,167	32.1%

Assets/Debt
Total Assets	$1,517,286
Total Liabilities	$41,077
Net Assets	$1,476,209

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,350,000

Expenses

$1,470,629

Net Income

$879,371

Net Assets

$1,034,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,350,000	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$608,262	41.4%

Assets/Debt
Total Assets	$1,061,044
Total Liabilities	$26,750
Net Assets	$1,034,294

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$531,442

Expenses

$381,519

Net Income

$149,923

Net Assets

$154,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$531,442	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$111,350	29.2%

Assets/Debt
Total Assets	$154,923
Total Liabilities	$0
Net Assets	$154,923

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About 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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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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Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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Updated December 20, 2024

Adrienne Helis Malvin Medical Research Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $5.29M (2023)

Expenses $1.65M (2023)

Total Assets $33.3M (2023)

Total Liabilities $49.4k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$5.29M (2023)

Expenses

$1.65M (2023)

Total Assets

$33.3M (2023)

Total Liabilities

$49.4k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008