The Helena Devereux Foundation

Nonprofit profile at a glance

EIN
300034707
IRS 990 coverage
2014–2024
Forms available
Form 990 2024
Location
Villanova, PA, USA
Phone
6105423065
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$13,769,274
Expenses
$5,287,936
Assets
$219,772,000
Liabilities
$20,927,000

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • Carl E Clark (President and CEO, Trustee)

Highest reported compensation

  • Carl E Clark (President and CEO, Trustee): $871,262 total reported compensation
  • Robert C Dunne (Treasurer): $518,940 total reported compensation
  • John Kane (Secretary): $459,382 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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

What it reported doing in 2024

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.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 74
  • Accountability: 84
  • Sustainability: 91
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 98.2%; rating input score 98
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 87.5%; rating input score 88; 20th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Missing
    • Other executive compensation review process: Missing
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 61.6%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 41.56; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0.1; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 3%; rating input score 68; 68th percentile among comparable filings

Growth

  • Program expense growth: 9.9% per year; rating input score 100; 70th percentile among comparable filings
  • Revenue growth: 12.6% per year; rating input score 100; 82nd percentile among comparable filings
  • Asset growth: 5% per year; rating input score 100; 35th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 98.2% of spending went to programs
  • Governance: 7 of 8 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $5.2M in reported program spending
  • Leadership: top reported pay $871K · 11 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 16 of 16 current checks pass
  • Schedules: 6 filed schedules · includes grants and executive pay
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.