Civic Intelligence

Helio Foundation

990 • Fiscal year 2021 • EIN 27-3414322

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 13, 2023

Organization Profile
509 Prevost DrHouma, LA 70364

(985) 804-0602

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

32%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

44th percentile

$32,913

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

$400,593

No earlier filing loaded for comparison.

Net Assets

$400,593

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin76th percentile

Revenue

$1,183,917

No earlier filing loaded for comparison.

Expenses

$801,968

No earlier filing loaded for comparison.

Net Income

$381,949

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2021: $400,593Liabilities 2021: $0Net Assets 2021: $400,5932021Assets 2022: $245,741Liabilities 2022: $0Net Assets 2022: $245,7412022

Highlighted filing

2021

Assets$400,593
Liabilities$0
Net Assets$400,593
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2021: $1,183,917Expenses 2021: $801,968Net Income 2021: $381,9492021Revenue 2022: $174,483Expenses 2022: $329,335Net Income 2022: -$154,8522022

Highlighted filing

2021

Revenue$1,183,917
Expenses$801,968
Net Income$381,949
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 13, 2023
Return Version
2021v4.2
Gross Receipts
$1,183,917
Mission and Program Overview

Mission

The mission of the helio foundation is to serve the underserved within our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$18,644$400,593▲ $381,949
Rtn Earn Endowment Incm Other Fnds$18,644$400,593▲ $381,949
Total Assets$18,644$400,593▲ $381,949
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,644$400,593▲ $381,949
Total Liabilities and Net Assets / Fund Balance$18,644$400,593▲ $381,949
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Raegan Duplantis CreppellExecutive DirectorFT$32,913$32,913

Board Members and Trustees

NameTitle
Jonathan ForetPresident
Eugenia ArdoinVice President
Angelle PercleSecretary
Sunshine BrunetTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,183,917
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,183,917
Change in Net Assets
$381,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$766,035
Salaries, Compensation, and Employee Benefits$32,913
Other Expenses$3,020
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$766,035--$766,035
Current Officers, Directors, Trustees, and Key Employees-$28,009-$28,009
Payroll Taxes-$4,904-$4,904
Information Technology-$1,496-$1,496
Insurance-$1,058-$1,058
Travel-$409-$409
Office Expenses-$57-$57
Total Functional Expenses$766,035$35,933$0$801,968
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Part vi line 11b: the board received a copy of the complete 990 form to view. The 990 was approved and then sent to the irs.”

Governing documents etc available to public Part VI line 19

“Part vi line 19: the organization makes its governing documents, policies, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Helio Foundation
EIN
27-3414322
Address
509 PREVOST DR, HOUMA, LA 70364

Signing Officer

Name
Jonathan Foret
Title
President
Phone
9858040602
Signed
2023-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Foret
Formed
2010
Legal Domicile
La
Voting Board Members
4
Independent Board Members
0
Employees
1
Volunteers
25

Preparer

Firm
Rodrigue CPA LLC
Address
707 HIGHWAY 55, MONTEGUT, LA 70377
Preparer
Shannon S Rodrigue CPA
Phone
9854663881
Supplemental Narrative

Additional Explanations

Unrelated business income explanation Part V line 3B

“Part v line 3b: the organization did not have any unrelated business gross income.”

Significant program services not listed on prior year return Part III line 2

“Part iii line 2: the organization developed three new programs as a response to the damages related to hurricane ida. The programs include a direct funding program where families received money that helped with immediate needs like food and gas for generators and a program called float the boat that assisted independent commercial fishermen in fixing damaged vessels and buying lost equipment necessary to start working again and a home recovery program that assisted residents that had significant storm damage in fixing their homes and replacing home goods lost from storm damage.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt01. THE ORGANIZATION MONITORS THE USE OF THESE FUNDS THROUGH DIRECT SALES THROUGH A LOCAL MERCHANT FOR MATERIALS USED FOR THEIR BUSINESSES THAT WERE LOST DUE TO HURRICANE IDA.2. THE ORGANIZATION MONITORS THESE FUNDS THROUGH RESPECTED COMMUNITY LEADERS RECOMMENDATIONS OF COMMUNITY MEMBERS IN NEED THAT LOST THEIR HOMES AND LIVELIHOOD DUE TO THE DIRECT IMPACT OF HURRICANE IDA.3. THE ORGANIZATION MONITORS THE USE OF THESE FUNDS THROUGH RECEIPTS RECEIVED FROM THE COMMUNITY MEMBERS AND LOCAL MERCHANTS FOR GOODS USED TO REPAIR HOMES AND REPLACE GOODS LOST DUE TO THE IMPACT OF HURRICANE IDA.4. THE ORGANIZATION MONITORS THESE FUNDS BY MAINTAINING RECEIPTS USED TO PURCHASE FOOD AND SUPPLIES FOR THE PANTRIES LOCATED AT EACH PARTICIPATING SCHOOL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART VI LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PART III LINE 2: THE ORGANIZATION DEVELOPED THREE NEW PROGRAMS AS A RESPONSE TO THE DAMAGES RELATED TO HURRICANE IDA. THE PROGRAMS INCLUDE A DIRECT FUNDING PROGRAM WHERE FAMILIES RECEIVED MONEY THAT HELPED WITH IMMEDIATE NEEDS LIKE FOOD AND GAS FOR GENERATORS AND A PROGRAM CALLED FLOAT THE BOAT THAT ASSISTED INDEPENDENT COMMERCIAL FISHERMEN IN FIXING DAMAGED VESSELS AND BUYING LOST EQUIPMENT NECESSARY TO START WORKING AGAIN AND A HOME RECOVERY PROGRAM THAT ASSISTED RESIDENTS THAT HAD SIGNIFICANT STORM DAMAGE IN FIXING THEIR HOMES AND REPLACING HOME GOODS LOST FROM STORM DAMAGE.
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN FORET
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ReturnHeader/BusinessOfficerGrp/PhoneNum09858040602
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-14
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ReturnHeader/ReturnTs02023-02-14T09:18:52-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,593
Liabilities
$0
Net assets
$400,593
Revenue
$1,183,917
Expenses
$801,968
Net income
$381,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.17$0.33$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.18$0.80$0.38