Helstrom Foundation

Surprise, AZ
Tax-exempt since Nov. 1990
EIN: 94-3124662

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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.

Donations to this organization are tax deductible.

Revenue

$854k (2024)

Expenses

$547k (2024)

Total Assets

$5.73M (2024)

Total Liabilities

$3.73M (2024)

Years with missing data

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 June
2024

Revenue

$854,256

Expenses

$547,439

Net Income

$306,817

Net Assets

$2,003,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$289,289	33.9%
Other Income	$7,418	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,105	46.4%
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	$5,733,439
Total Liabilities	$3,729,667
Net Assets	$2,003,772

Compensation

Key Employees and Officers	Compensation	Other
Robert L Helstrom (President)	$0	$0
Yvonne E Helstrom (Secretary)	$0	$0
Brian L Helstrom (Vice President)	$0	$0

990-PF

Filed on Sept. 16, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$549,073

Expenses

$556,110

Net Income

-$7,037

Net Assets

$1,608,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$549,073	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,794	24.2%
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	$6,489,485
Total Liabilities	$4,881,195
Net Assets	$1,608,290

Compensation

Key Employees and Officers	Compensation	Other
Robert L Helstrom (President)	$0	$0
Brian L Helstrom (Vice Preside)	$0	$0
Yvonne E Helstrom (Secretary)	$0	$0

990-PF

Filed on Jan. 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$662,175

Expenses

$799,359

Net Income

-$137,184

Net Assets

$1,615,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,617	1.2%
Interest Revenue	$39	0.0%
Dividends	$0
Sales of Assets	$147,614	22.3%
Other Income	$506,905	76.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$322,457	40.3%
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	$6,644,207
Total Liabilities	$5,028,880
Net Assets	$1,615,327

Compensation

Key Employees and Officers	Compensation	Other
Robert L Helstrom (President)	$0	$0
Brian L Helstrom (Vice Preside)	$0	$0
Yvonne E Helstrom (Secretary)	$0	$0

990-PF

Filed on Aug. 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$568,563

Expenses

$653,706

Net Income

-$85,143

Net Assets

$1,752,511

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	8.8%
Interest Revenue	$292	0.1%
Dividends	$0
Sales of Assets	$0
Other Income	$518,271	91.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,089	26.6%
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	$6,852,071
Total Liabilities	$5,099,560
Net Assets	$1,752,511

Compensation

Key Employees and Officers	Compensation	Other
Robert L Helstrom (President)	$0	$0
Brian L Helstrom (Vice Preside)	$0	$0
Yvonne E Helstrom (Secretary)	$0	$0

990-PF

Filed on May 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2019

Revenue

$719,783

Expenses

$954,421

Net Income

-$234,638

Net Assets

$1,837,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$180,000	25.0%
Interest Revenue	$55	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$539,728	75.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$424,404	44.5%
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	$7,151,978
Total Liabilities	$5,314,324
Net Assets	$1,837,654

Compensation

Key Employees and Officers	Compensation	Other
Robert L Helstrom (President)	$0	$0
Brian L Helstrom (Vice President)	$0	$0
Yvonne E Helstrom (Secretary)	$0	$0

990-PF

Filed on July 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$2,936,330

Expenses

$854,035

Net Income

$2,082,295

Net Assets

$2,072,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,965,996	67.0%
Interest Revenue	$0
Dividends	$425,100	14.5%
Sales of Assets	-$430
Other Income	$545,664	18.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$325,198	38.1%
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	$7,852,245
Total Liabilities	$5,779,953
Net Assets	$2,072,292

Compensation

Key Employees and Officers	Compensation	Other
Robert L Helstrom (President)	$0	$0
Brian L Helstrom (Vice President)	$0	$0
Yvonne E Helstrom (Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$566,044

Expenses

$650,276

Net Income

-$84,232

Net Assets

-$10,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$162,390	28.7%
Interest Revenue	$17,459	3.1%
Dividends	$0
Sales of Assets	$0
Other Income	$386,195	68.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,953	28.1%
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	$7,269,429
Total Liabilities	$7,279,432
Net Assets	-$10,003

Compensation

Key Employees and Officers	Compensation	Other
Robert L Helstrom (President)	$0	$0
Brian L Helstrom (Vice President)	$0	$0
Yvonne E Helstrom (Secretary)	$0	$0
Phillip Harris (Treasurer)	$0	$0

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990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$1,416,405

Expenses

$1,606,936

Net Income

-$190,531

Net Assets

$74,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$473,600	33.4%
Interest Revenue	$10,737	0.8%
Dividends	$0
Sales of Assets	-$8,625
Other Income	$940,693	66.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$637,450	39.7%
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	$7,557,708
Total Liabilities	$7,483,479
Net Assets	$74,229

Compensation

Key Employees and Officers	Compensation	Other
Robert L Helstrom (President)	$0	$0
Brian L Helstrom (Vice President)	$0	$0
Yvonne E Helstrom (Secretary)	$0	$0
Phillip Harris (Treasurer)	$0	$0

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990-PF

Filed on April 17, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$1,222,925

Expenses

$1,372,212

Net Income

-$149,287

Net Assets

$264,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$153,850	12.6%
Interest Revenue	$3,598	0.3%
Dividends	$0
Sales of Assets	$244,027	20.0%
Other Income	$821,450	67.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$534,722	39.0%
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	$7,601,278
Total Liabilities	$7,336,518
Net Assets	$264,760

Compensation

Key Employees and Officers	Compensation	Other
Robert L Helstrom (President)	$0	$0
Brian L Helstrom (Vice President)	$0	$0
Yvonne E Helstrom (Secretary)	$0	$0
Phillip Harris (Treasurer)	$0	$0

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990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$1,299,698

Expenses

$1,366,171

Net Income

-$66,473

Net Assets

$299,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$410,760	31.6%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$888,937	68.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$424,713	31.1%
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	$7,922,001
Total Liabilities	$7,622,776
Net Assets	$299,225

Compensation

Key Employees and Officers	Compensation	Other
Robert L Helstrom (President)	$0	$0
Brian L Helstrom (Vice President)	$0	$0
Yvonne E Helstrom (Secretary)	$0	$0
Phillip Harris (Treasurer)	$0	$0

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990-PF

Filed on Dec. 24, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$1,437,845

Expenses

$1,356,158

Net Income

$81,687

Net Assets

$365,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$482,558	33.6%
Interest Revenue	$1	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$955,286	66.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$365,022	26.9%
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	$8,144,984
Total Liabilities	$7,779,286
Net Assets	$365,698

990-PF

Filed on Jan. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$1,328,497

Expenses

$1,358,700

Net Income

-$30,203

Net Assets

$284,011

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$237,726	17.9%
Interest Revenue	$5	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$1,090,766	82.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$349,880	25.8%
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	$8,347,868
Total Liabilities	$8,063,857
Net Assets	$284,011

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$1,170,484

Expenses

$1,228,065

Net Income

-$57,581

Net Assets

$314,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$68,500	5.9%
Interest Revenue	$8	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$1,101,976	94.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,328	15.4%
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	$8,200,885
Total Liabilities	$7,886,671
Net Assets	$314,214

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

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Helstrom Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $854k (2024)

Expenses $547k (2024)

Total Assets $5.73M (2024)

Total Liabilities $3.73M (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2011

Revenue

$854k (2024)

Expenses

$547k (2024)

Total Assets

$5.73M (2024)

Total Liabilities

$3.73M (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

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2011

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2010

Fiscal Year Ending June
2009

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2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

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2005

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2004

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2003

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2002

Fiscal Year Ending June
2001