Form 990 for tax year 2023

Filed by HELPS INTERNATIONAL INCORPORATED.

Totals

Total revenue: $6,414,956
Total expenses: $5,070,104
Contributions and grants received: $4,133,444
Grants paid: $685,618
Program service revenue: $0
Investment income: $229,242
Other revenue: $2,052,270
Total assets, end of year: $8,790,534
Total liabilities, end of year: $1,197,360
Net assets or fund balances, end of year: $7,593,174
Program services expenses (Part IX): $4,064,661
Management and general expenses: $955,039
Fundraising expenses: $50,404
Program service expenses (Part III): $4,064,661

Program services were 80.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1f · All other contributions, gifts and grants

$4,133,444
1g · Noncash contributions included above

$646,902
3 · Investment income

total $229,242 · excluded $229,242
10a · Gross sales of inventory

$1,175,023
10b · Cost of goods sold

$638,204
10c · Net income from sales of inventory

total $536,819 · related or exempt $536,819
11a · Other revenue: SALE OF CARBON CREDITS

total $1,510,774 · related or exempt $1,510,774
11b · Other revenue: MISCELLANEOUS INCOME

total $4,677 · excluded $4,677
11e · Other revenue, total

$1,515,451

Functional expenses

Part IX, the statement of functional expenses.

3 · Grants to foreign organizations and individuals

total $685,618 · program services $685,618
5 · Compensation of officers, directors and key employees

total $170,183 · program services $88,495 · management and general $78,284 · fundraising $3,404
7 · Other salaries and wages

total $1,124,419 · program services $582,359 · management and general $516,165 · fundraising $25,895
8 · Pension plan contributions

total $56,952 · program services $29,493 · management and general $26,142 · fundraising $1,317
9 · Other employee benefits

total $90,554 · program services $46,923 · management and general $41,580 · fundraising $2,051
10 · Payroll taxes

total $8,572 · program services $4,442 · management and general $3,936 · fundraising $194
11b · Fees: legal

total $3,125 · management and general $3,125
11c · Fees: accounting

total $42,037 · management and general $42,037
11g · Fees: other

total $15,309 · program services $3,847 · management and general $9,781 · fundraising $1,681
12 · Advertising and promotion

total $40,751 · program services $40,463 · management and general $48 · fundraising $240
13 · Office expenses

total $204,516 · program services $159,618 · management and general $44,496 · fundraising $402
16 · Occupancy

total $134,679 · program services $103,131 · management and general $31,090 · fundraising $458
17 · Travel

total $1,139,300 · program services $1,089,583 · management and general $39,651 · fundraising $10,066
22 · Depreciation, depletion and amortization

total $55,196 · program services $51,989 · management and general $3,207
24a · Other expenses: FACTORY COSTS

total $586,007 · program services $581,861 · management and general $697 · fundraising $3,449
24b · Other expenses: AGRICULTURAL EXPENSE

total $346,512 · program services $346,512
24c · Other expenses: MEDICAL TEAM SUPPLIES

total $174,792 · program services $174,792
24d · Other expenses: OTHER PROGRAM EXPENSES

total $139,851 · program services $46,210 · management and general $92,401 · fundraising $1,240
24e · All other expenses

total $51,731 · program services $29,325 · management and general $22,399 · fundraising $7

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $6,386,307 · end of year $4,488,341
2 · Savings and temporary cash investments

end of year $3,609,769
4 · Accounts receivable

beginning of year $676,946 · end of year $303,719
8 · Inventories for sale or use

beginning of year $45,548 · end of year $78,450
9 · Prepaid expenses and deferred charges

beginning of year $113,420 · end of year $83,544
10a · Land, buildings and equipment: cost or other basis

$231,377
10b · Land, buildings and equipment: accumulated depreciation

$97,984
10c · Land, buildings and equipment, net

beginning of year $156,959 · end of year $133,393
11 · Investments: publicly traded securities

beginning of year $9,676 · end of year $10,735
15 · Other assets

beginning of year $162,850 · end of year $82,583
17 · Accounts payable and accrued expenses

beginning of year $847,604 · end of year $920,399
19 · Deferred revenue

beginning of year $285,939 · end of year $194,378
25 · Other liabilities

beginning of year $162,850 · end of year $82,583
27 · Net assets without donor restrictions

beginning of year $5,635,971 · end of year $6,809,386
28 · Net assets with donor restrictions

beginning of year $619,342 · end of year $783,788

Mission and programs · 2023

Mission

HELPS INTERNATIONAL (HELPS) PROVIDES ENDURING PROGRAMS OF PRACTICAL, SOCIAL AND SPIRITUAL VALUE TO THE PEOPLE IN THE DEVELOPING WORLD THROUGH A SYSTEM OF PARTNERSHIP AND MUTUAL RESPONSIBILITY. HELPS TAKES AN INTEGRATED APPROACH TO POVERTY REDUCTION WITH PROGRAMS FOCUSED ON FOUR KEY AREAS: AGRICULTURE, COMMUNITY DEVELOPMENT, EDUCATION AND HEALTH CARE.

Activities or mission (Part I)

PROVIDE PROGRAMS OF PRACTICAL, SOCIAL & SPIRITUAL VALUE TO THE PEOPLE IN THE DEVELOPING WORLD.

COMMUNITY DEVELOPMENT: HELPS' COMMUNITY DEVELOPMENT PROGRAM IS DRAMATICALLY IMPROVING HEALTH & SAFETY IN RURAL AREAS BY INSTALLING FUEL-EFFICIENT COOK STOVES, WATER FILTERS & OTHER HOUSEHOLD PRODUCTS. THE OPEN FIRES TRADITIONALLY UTILIZED FOR COOKING INSIDE OF HOMES LEADS TO DIVESTING RESPIRATORY PROBLEMS & SEVERE BURNS. ADDITIONALLY, WATERBORNE DISEASES ARE A SIGNIFICANT PROBLEM IN GUATEMALA, WHERE MILLIONS LACK ACCESS TO CLEAN DRINKING WATER. HELPS VOLUNTEERS INSTALL ONIL STOVES & WATER FILTERS IN THOUSANDS OF POVERTY STRICKEN GUATEMALAN HOMES EACH YEAR THEREBY REDUCING HEALTH PROBLEMS & CREATING NEW SOCIAL & ECONOMIC OPPORTUNITIES, ESPECIALLY FOR FEMALES. SINCE 2002, MORE THAN 231,000 ONIL COOK STOVES AND MORE THAN 205,400 ONIL WATER FILTERS HAVE BEEN INSTALLED. IN 2023, HELPS DISTRIBUTED 2,139 ONIL COOK STOVES & 1,463 ONIL WATER FILTERS.

Expenses $2,326,170 · Grants $685,618 · Revenue $2,047,593
HEALTH CARE: HELPS' HEALTH CARE PROGRAM IS WORKING TO FILL THE GAPS IN HEALTH CARE & BRING HOPE TO RURAL AREAS OF GUATEMALA. UTILIZING A NETWORK OF U.S. BASED VOLUNTEER MEDICAL TEAMS, HELPS IS PROVIDING PREVENTIVE CARE, SURGERY & COMMUNITY EDUCATION TO UNDERSERVED COMMUNITIES. EACH TEAM CONSISTS OF 65 - 100 VOLUNTEERS INCLUDING PHYSICIANS, NURSES, INTERPRETERS, DENTISTS, TECHNICIANS & SUPPORT STAFF WHO TRAVEL TO REMOTE AREAS WITH SEVERELY RESTRICTED ACCESS TO HEALTH CARE. THESE MEDICAL TEAMS PROVIDE FULL SERVICE INCLUDING CLINICS, GENERAL SURGERY, PLASTIC SURGERY, OPHTHALMOLOGY, DENTAL & RADIOLOGY. SINCE 1994 HELPS TEAMS HAVE PROVIDED CARE TO MORE THAN 339,600 PATIENTS. IN 2023 HELPS MEDICAL TEAMS PROVIDED CARE TO 8,615 PATIENTS ACROSS GUATEMALA.

Expenses $1,152,583
AGRICULTURE: MORE THAN 24,400 FARMING FAMILIES HAVE PARTICIPATED IN HELPS' AGRICULTURAL PROGRAM SINCE 2005. IN 2023 THE PROGRAM SERVED 2,418 FARMERS.

Expenses $462,582
EDUCATION: HELPS INTERNATIONAL'S EDUCATION PROGRAM IS TEACHING THE NEXT GENERATION OF GUATEMALAN LEADERS IN THE SMALL, RURAL VILLAGE OF SANTA AVELINA WHERE POVERTY & ILLITERACY RATES ARE EXTREMELY HIGH. IN SANTA AVELINA THE HELPS PROGRAM OFFERS TO PRE K THROUGH GRADE 6 INSTRUCTION. HELPS ALSO OFFERS EXTRACURRICULAR ENRICHMENT ACTIVITIES AND TEACHER TRAINING. MORE THAN 3,300 STUDENTS HAVE PARTICIPATED IN HELPS EDUCATION PROGRAM. HELPS SERVED 204 STUDENTS IN 2023.

Expenses $123,326

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

STEPHEN W MILLER

PRESIDENT & CHAIRMAN

Total calculated

$0

Hours/week

30
DIEGO CASTANEDA

TREASURER

Total calculated

$0

Hours/week

1
PAUL SCHULTZ

MEMBER

Total calculated

$0

Hours/week

1
THOMAS DOUGHTERY

MEMBER

Total calculated

$0

Hours/week

1
FAUSTO ARIMANY

MEMBER

Total calculated

$0

Hours/week

1
FRANK DALTON

MEMBER

Total calculated

$0

Hours/week

1
EUGENE ALBERT

MEMBER

Total calculated

$0

Hours/week

1
JOHN NEWBY

MEMBER

Total calculated

$0

Hours/week

1
JON CHRISTIANSEN

VICE PRESIDENT

Total calculated

$0

Hours/week

30
JOSE LUIS LOARCA

EXECUTIVE DIRECTOR

Total calculated

$170,183

From this org

$160,000

From related orgs

$0

Other

$10,183

Hours/week

30

Schedule J breakdown matched by us

Base

$120,000

Bonus

$40,000

Other

$0

Deferred

$10,183

Nontaxable benefits

$0

Filer's total

$170,183

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Approval by the board or compensation committee
7 · Other non-fixed payments

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7: THE EXECUTIVE DIRECTOR'S BONUS IS BASED ON HIS WORK ON CARBON CREDITS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 15 November 2024
IRS schema version: 2023v5.1
Source object: 202413209349325256

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