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Nonprofit · EIN 92-0705867

DAVIS HELLER MEMORIAL FOUNDATION

Tax-exempt · MOORESVILLE, NC 28117

Financials

$29K$18K2023$10K$21K2024$32K$23K2025
Revenue Expenses · by fiscal year end
Financials of DAVIS HELLER MEMORIAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$31,670$23,004$8,666$75,527–$75,527
December 31, 2024990-EZ$9,532$20,678-$11,146$66,861–$66,861
December 31, 2023990-EZ$28,579$18,004$10,575$78,007–$78,007
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$31,455
Net income from sales of inventory
$215

Expenses

Grants and similar amounts paid
$22,500
Compensation of officers, directors and key employees
$0
Other expenses
$504
Program services (functional)
$22,500

Balance sheet and other

Total assets, start of year
$66,861
Total assets, end of year
$75,527
Total liabilities, end of year
–
Net assets, end of year
$75,527
Cash, savings and investments
$73,114
Gross receipts
$31,735

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DJ HellerPresident5$0
Melanie HellerVice President10$0
Michelle CostalesSecretary and Treasurer2$0
Jennifer MarionDirector0$0
Kevin HaggertyDirector0$0
990-EZ for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
DJ HellerPresident5$0
Melanie HellerVice President10$0
Michelle CostalesSecretary and Treasurer2$0
Jennifer MarionDirector0$0
Kevin HaggertyDirector0$0
990-EZ for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DJ HellerPresident5$0
Melanie HellerVice President10$0
Michelle CostalesSecretary and Treasurer2$0
Jennifer MarionDirector0$0
Kevin HaggertyDirector0$0

Address and contacts

Address (IRS master file)
162 HOPKINTON DR, MOORESVILLE, NC 28117-7349
In care of
% DJ HELLER
Signed the 990-EZ
Michelle Costales, Treasurer

Mission

The foundation is created to honor the memory of Davis Heller by giving athletes who exemplify Davis character of being a team player and bettering themselves on and off the field the opportunity to receive a college level education

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Scholarships awarded to 5 student athletes
    Expenses $22,500

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for DAVIS HELLER MEMORIAL FOUNDATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
92-0705867
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2002
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B12)
Assets (IRS master file)
$75,527
Income (IRS master file)
$31,735

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$31,670$23,004$75,527IRS
990-EZDecember 2024$9,532$20,678$66,861IRS
990-EZDecember 2023$28,579$18,004$78,007XML
990-EZDecember 2022–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 92-0705867).

Questions about DAVIS HELLER MEMORIAL FOUNDATION

What is the EIN of DAVIS HELLER MEMORIAL FOUNDATION?
The employer identification number (EIN) of DAVIS HELLER MEMORIAL FOUNDATION is 92-0705867.
Is DAVIS HELLER MEMORIAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to DAVIS HELLER MEMORIAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does DAVIS HELLER MEMORIAL FOUNDATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of DAVIS HELLER MEMORIAL FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVIS HELLER MEMORIAL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of DAVIS HELLER MEMORIAL FOUNDATION?
The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does DAVIS HELLER MEMORIAL FOUNDATION have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $31,670, expenses of $23,004 and total assets of $75,527 at year end.

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