Civic Intelligence

Helix High School Foundation

990EZ • Fiscal year 2015 • EIN 33-0621786

Jul 01, 2014 to Jun 30, 2015 • Filed on May 08, 2016

Organization Profilewww.helixcharter.net/alumni/foundation-alumni-association
7323 University AveLa Mesa, CA 91942

(619) 644-1940

Siviq Scores

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

Liabilities / Assets

91st percentile

0.69x

Higher debt load relative to assets than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

97th percentile

2.02x

Higher debt load relative to revenue than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / Assets91st percentile

Assets

$195,162

No earlier filing loaded for comparison.

Net Assets

$61,243

No earlier filing loaded for comparison.

Liabilities

$133,919

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin98th percentile

Revenue

$66,417

No earlier filing loaded for comparison.

Expenses

$3,118

No earlier filing loaded for comparison.

Net Income

$63,299

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.

$200K$150K$100K$50K$0Assets 2015: $195,162Liabilities 2015: $133,919Net Assets 2015: $61,2432015Assets 2016: $199,991Liabilities 2016: $137,388Net Assets 2016: $62,6032016Assets 2017: $161,575Liabilities 2017: $99,320Net Assets 2017: $62,2552017Assets 2018: $135,909Liabilities 2018: $93,864Net Assets 2018: $42,0452018Assets 2019: $137,987Liabilities 2019: $94,222Net Assets 2019: $43,7652019Assets 2020: $147,247Liabilities 2020: $100,700Net Assets 2020: $46,5472020Assets 2021: $156,593Liabilities 2021: $114,215Net Assets 2021: $42,3782021Assets 2022: $181,493Liabilities 2022: $137,047Net Assets 2022: $44,4462022Assets 2023: $197,420Liabilities 2023: $152,473Net Assets 2023: $44,9472023Assets 2024: $191,053Liabilities 2024: $139,368Net Assets 2024: $51,6852024Assets 2025: $191,319Liabilities 2025: $132,894Net Assets 2025: $58,4252025

Highlighted filing

2015

Assets$195,162
Liabilities$133,919
Net Assets$61,243
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2015: $66,417Expenses 2015: $3,118Net Income 2015: $63,2992015Revenue 2016: $64,583Expenses 2016: $63,223Net Income 2016: $1,3602016Revenue 2017: $60,280Expenses 2017: $60,628Net Income 2017: -$3482017Revenue 2018: $62,576Expenses 2018: $59,951Net Income 2018: $2,6252018Revenue 2019: $57,695Expenses 2019: $52,736Net Income 2019: $4,9592019Revenue 2020: $54,825Expenses 2020: $46,405Net Income 2020: $8,4202020Revenue 2021: $87,284Expenses 2021: $74,910Net Income 2021: $12,3742021Revenue 2022: $60,828Expenses 2022: $58,760Net Income 2022: $2,0682022Revenue 2023: $73,753Expenses 2023: $73,252Net Income 2023: $5012023Revenue 2024: $70,710Expenses 2024: $97,050Net Income 2024: -$26,3402024Revenue 2025: $94,707Expenses 2025: $87,967Net Income 2025: $6,7402025

Highlighted filing

2015

Revenue$66,417
Expenses$3,118
Net Income$63,299
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 8, 2016
Return Version
2014v6.0
Gross Receipts
$78,125
Mission and Program Overview

Mission

Support the educational mission of Helix High School, faculty, staff, students and alumni.

Support to students and educational programs

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS-$62,776
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM ARNAIZChairmanPT$0--
RENEE MILBURNSecretary-$0--
CHERYL SCHMIDTTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$14,966$14,966$1,967$12,999
Total Events$14,966$14,966$11,608$3,358
Filing and Contact Details

Filer

Filer Name
Helix High School Foundation
EIN
33-0621786
Phone
6196441940
Address
7323 University Ave, La Mesa, CA 91942

Signing Officer

Name
James Arnaiz
Title
President
Phone
6196441940
Signed
2016-05-08

Preparer

Firm
Thomas Tax Preparation
Address
30457 Valley Center Rd, Valley Center, CA 92082
Preparer
Kristine Irving
Phone
7607512542
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“INSURANCE 660.”

Form 990EZ, Part I, Line 20

“Scholarships paid -62776.”

Form 990EZ, Part II, Line 24

“Scrip inventory 48021. 31660. Accounts receivable 540. 245.”

Form 990EZ, Part II, Line 26

“Helix united 1700. 2125. Memorial 25. 25. Brick garden 1524. 1694. Scholarships 70105. 74767. Alumni classes 22917. 18306. School activities 21972. 31551. Student accounts 4290. 3856. National scrip 16328. Scottie cares 1595.”

Raw XML Appendix167 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHERYL SCHMIDT
IRS990EZ/BooksInCareOfDetail/PhoneNum06194642840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07323 University Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0La Mesa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091942
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0151020
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0163257
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt060295
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt063299
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0199581
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0195162
IRS990EZ/FundraisingGrossIncomeAmt016355
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt078125
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0255
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01220
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060720
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061243
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060720
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061243
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM ARNAIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RENEE MILBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHERYL SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt048561
IRS990EZ/OtherAssetsTotalDetail/EOYAmt031905
IRS990EZ/OtherChangesInNetAssetsAmt0-62776
IRS990EZ/OtherExpensesTotalAmt0660
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support to students and educational programs
IRS990EZ/PrintingPublicationsPostageAmt02458
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062776
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011708
IRS990EZ/SpecialEventsNetIncomeLossAmt04647
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0138861
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0133919
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03118
IRS990EZ/TotalProgramServiceExpensesAmt062776
IRS990EZ/TotalRevenueAmt066417
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.helixcharter.net/alumni/foundation-alumni-association
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070903
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0255
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0235
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0289
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0289
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0437
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014966
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0255
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0437
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01505
IRS990ScheduleA/InvestmentIncomeCYPct00.01720
IRS990ScheduleA/InvestmentIncomePYPct00.14700
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98280
IRS990ScheduleA/PublicSupportPY509Pct00.85300
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt085869
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04197
IRS990ScheduleA/Total509Grp/TotalAmt085869
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt087374
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011608
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt09641
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt09641
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014966
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014966
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014966
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014966
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01967
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE 660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS PAID -62776.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCRIP INVENTORY 48021. 31660. ACCOUNTS RECEIVABLE 540. 245.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HELIX UNITED 1700. 2125. MEMORIAL 25. 25. BRICK GARDEN 1524. 1694. SCHOLARSHIPS 70105. 74767. ALUMNI CLASSES 22917. 18306. SCHOOL ACTIVITIES 21972. 31551. STUDENT ACCOUNTS 4290. 3856. NATIONAL SCRIP 16328. SCOTTIE CARES 1595.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ARNAIZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06196441940
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Helix High School Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HELI
ReturnHeader/Filer/EIN0330621786
ReturnHeader/Filer/PhoneNum06196441940
ReturnHeader/Filer/USAddress/AddressLine1Txt07323 University Ave
ReturnHeader/Filer/USAddress/CityNm0La Mesa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas Tax Preparation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030457 Valley Center Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Valley Center
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092082
ReturnHeader/PreparerPersonGrp/PhoneNum07607512542
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINE IRVING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-23T17:44:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,162
Liabilities
$133,919
Net assets
$61,243
Revenue
$66,417
Expenses
$3,118
Net income
$63,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.91$1.33$0.58$0.95$0.88$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$1.39$0.52$0.71$0.97$0.26
2023Detailed filing. Detailed filing data is available for this year.$1.97$1.52$0.45$0.74$0.73$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$1.37$0.44$0.61$0.59$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.57$1.14$0.42$0.87$0.75$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.47$1.01$0.47$0.55$0.46$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.94$0.44$0.58$0.53$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.94$0.42$0.63$0.60$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.99$0.62$0.60$0.61$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.00$1.37$0.63$0.65$0.63$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.95$1.34$0.61$0.66$0.03$0.63
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits