Shirley & Barnett Helzberg Foundation
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Shirley & Barnett Helzberg Foundation is a 501(c)(3) organization based in Kansas City, Missouri, registered in 1982, with $13,285,690 in FY2024 revenue. CharityIndex grades it C+.
4520 Main St Ste 1050, Kansas City, MO, 64111 EIN 43-1265367 Since 1982
Revenue (FY2024)
$13.3M
▲ 2213.5% vs prior year
Expenses (FY2024)
$1.0M
Net assets
$21.0M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Shirley & Barnett Helzberg Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating241 mo reserves · +92% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Shirley & Barnett Helzberg Foundation: 241 mo reserves · +92% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Shirley & Barnett Helzberg Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Shirley & Barnett Helzberg Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 4520 Main St Ste 1050, Kansas City, MO, 64111
- City
- Kansas City
- State
- Missouri
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $457K (FY2020) to $13.3M (FY2024) across 5 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $21.0M
Operating margin
92.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$21.0M
Total liabilities
$0
Net assets
$21.0M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $13,285,690▲2214% | $1,045,409▲35.7% | $21,024,763▲139% | $21,024,763▲139% | 990PF |
| 2023 | $574,263▲940% | $770,181▼31.0% | $8,784,482▼2.2% | $8,784,482▼2.2% | 990PF |
| 2022 | -$68,353▼108% | $1,115,725▲42.7% | $8,980,400▼11.6% | $8,980,400▼11.6% | 990PF |
| 2021 | $817,297▲78.7% | $781,979▼9.0% | $10,164,478▲0.3% | $10,164,478▲0.3% | 990PF |
| 2020 | $457,379 | $859,587▲61.5% | $10,129,160▼4.6% | $10,129,160▼4.6% | 990PF |
| 2011 | — | $532,205 | $10,623,046 | $10,623,046 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Shirley & Barnett Helzberg Foundation a legitimate nonprofit?
- Yes. Shirley & Barnett Helzberg Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 43-1265367, based in Kansas City, Missouri. Donations are tax-deductible.
- What is Shirley & Barnett Helzberg Foundation's EIN?
- Shirley & Barnett Helzberg Foundation's Employer Identification Number (EIN) is 43-1265367.
- How much revenue does Shirley & Barnett Helzberg Foundation report?
- Shirley & Barnett Helzberg Foundation reported $13,285,690 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Shirley & Barnett Helzberg Foundation have?
- CharityIndex grades Shirley & Barnett Helzberg Foundation C+, based on financial health (reserves and operating margin).
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Data for Shirley & Barnett Helzberg Foundation (EIN 43-1265367) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.