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← HELENA DEVEREUX FOUNDATION

Form 990 for tax year 2022

Filed by HELENA DEVEREUX FOUNDATION.

Totals

Total revenue
$14,324,556
Total expenses
$11,391,531
Contributions and grants received
$0
Grants paid
$11,284,960
Program service revenue
$0
Investment income
$14,324,556
Other revenue
$0
Total assets, end of year
$188,984,000
Total liabilities, end of year
$8,371,000
Net assets or fund balances, end of year
$180,613,000
Program services expenses (Part IX)
$11,297,103
Management and general expenses
$94,428
Fundraising expenses
$0
Program service expenses (Part III)
$11,297,103

Program services were 99.2% 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.

  • 3 · Investment income

    total $6,845,360 · excluded $6,845,360

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $71,781,912

  • 7b · Less cost or other basis and sales expenses

    securities $64,302,716

  • 7c · Gain or loss

    securities $7,479,196

  • 7d · Net gain or loss

    total $7,479,196 · excluded $7,479,196

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,284,960 · program services $11,284,960

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $94,428 · management and general $94,428

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $12,143 · program services $12,143

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: INVESTMENT EXPENSES

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $12,060,000 · end of year $19,449,000

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $196,243,000 · end of year $169,535,000

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $154,000 · end of year $168,000

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $29,605,000 · end of year $8,203,000

  • 27 · Net assets without donor restrictions

    beginning of year $172,110,000 · end of year $173,614,000

  • 28 · Net assets with donor restrictions

    beginning of year $6,434,000 · end of year $6,999,000

Mission and programs · 2022

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

Activities or mission (Part I)

The Helena Devereux Foundation holds and invests assets to benefit Devereux and its affiliated entities which provides services to individuals and families with special needs.

  • 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 $11,297,103 · Revenue $14,324,556

As filed on the 2022 return.

Listed in Part VII

  • Carl E Clark

    President and CEO

    Total calculated
    $797,477
    From this org
    $0
    From related orgs
    $705,328
    Other
    $92,149
    Hours/week
    5 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $532,912 related
    Bonus
    $0 + $153,100 related
    Other
    $0 + $19,316 related
    Deferred
    $0 + $81,532 related
    Nontaxable benefits
    $0 + $10,617 related
    Filer's total
    $0 + $797,477 related

  • Robert C Dunne

    Sr VP and CFO

    Total calculated
    $505,375
    From this org
    $0
    From related orgs
    $446,589
    Other
    $58,786
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $339,120 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $27,469 related
    Deferred
    $0 + $48,169 related
    Nontaxable benefits
    $0 + $10,617 related
    Filer's total
    $0 + $505,375 related

  • John Kane

    Sr VP Genl Counsel and Secy

    Total calculated
    $433,179
    From this org
    $0
    From related orgs
    $422,385
    Other
    $10,794
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,120 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $1,265 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $1,644 related
    Filer's total
    $0 + $433,179 related

  • David A Griffith

    Controller

    Total calculated
    $206,989
    From this org
    $0
    From related orgs
    $193,026
    Other
    $13,963
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,256 related
    Bonus
    $0 + $16,500 related
    Other
    $0 + $270 related
    Deferred
    $0 + $12,408 related
    Nontaxable benefits
    $0 + $1,555 related
    Filer's total
    $0 + $206,989 related

  • Elva Ferrari-Graham

    Chair, Trustee

    Total calculated
    $0
    Hours/week
    5

  • Ramin Arani

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • John Creamer

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Hirsch

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Stuart George

    Trustee

    Total calculated
    $0
    Hours/week
    2

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J Part II
All compensation is paid by The Devereux Foundation (Devereux); no compensation is paid by HDF. This schedule repeats compensation information already reported in Schedule J of Devereux's Form 990 for FY 2023.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
23 April 2024
IRS schema version
2022v5.0
Source object
202441149349300614

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