Civic Intelligence

Helix High School Foundation

990EZ • Fiscal year 2016 • EIN 33-0621786

Jul 01, 2015 to Jun 30, 2016 • Filed on May 05, 2017

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

92nd percentile

0.69x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

2.13x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

48th percentile

2.1%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-2.8%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$199,991

Up $4,829 (+2.5%) from 2015

Net Assets

Up

$62,603

Up $1,360 (+2.2%) from 2015

Liabilities

Up

$137,388

Up $3,469 (+2.6%) from 2015

Revenue

Down

$64,583

Down $1,834 (-2.8%) from 2015

Expenses

Up

$63,223

Up $60,105 (+1928%) from 2015

Net Income

Down

$1,360

Down $61,939 (-98%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$199,991
Liabilities$137,388
Net Assets$62,603

Operations Trend

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

2016

Revenue$64,583
Expenses$63,223
Net Income$1,360
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 5, 2017
Return Version
2015v3.0
Gross Receipts
$84,243
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-$58,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH S KIRKPresident-$0--
RENEE MILBURNSecretary-$0--
CHERYL SCHMIDTTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$23,779$23,779-$23,779
Total Events$23,779$23,779$19,660$4,119
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
Judith S Kirk
Title
President
Phone
6196441940
Signed
2017-05-05

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 16

Insurance 660.

Form 990EZ, Part I, Line 16

Program Expense (Scholarships) 58700.

Form 990EZ, Part I, Line 16

Scholarship Reserve 1334.

Form 990EZ, Part II, Line 24

Scrip Inventory 31660.

Form 990EZ, Part II, Line 24

Accounts Receivable 245.

Form 990EZ, Part II, Line 26

Helix United 2125.

Form 990EZ, Part II, Line 26

Memorial 25.

Form 990EZ, Part II, Line 26

Brick Garden 1694.

Form 990EZ, Part II, Line 26

Scholarships 74767.

Form 990EZ, Part II, Line 26

Alumni Classes 18306.

Form 990EZ, Part II, Line 26

School Activities 31551.

Form 990EZ, Part II, Line 26

Student Accounts 3856.

Form 990EZ, Part II, Line 26

National Scrip

Form 990EZ, Part II, Line 26

Scottie Cares 1595.

Raw XML Appendix181 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/BOYAmt0163257
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0166294
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057738
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01360
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0195162
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0199991
IRS990EZ/FundraisingGrossIncomeAmt024779
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt084243
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0242
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01484
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061243
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062603
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061243
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062603
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDITH S KIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RENEE MILBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHERYL SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt031905
IRS990EZ/OtherAssetsTotalDetail/EOYAmt033697
IRS990EZ/OtherExpensesTotalAmt060694
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support to students and educational programs
IRS990EZ/PrintingPublicationsPostageAmt02529
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058700
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019660
IRS990EZ/SpecialEventsNetIncomeLossAmt05119
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0133919
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0137388
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063223
IRS990EZ/TotalProgramServiceExpensesAmt058700
IRS990EZ/TotalRevenueAmt064583
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.helixcharter.net/alumni/foundation-alumni-association
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt057738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0124444
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0255
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0235
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0289
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0289
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt038745
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0255
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01068
IRS990ScheduleA/InvestmentIncomeCYPct00.00650
IRS990ScheduleA/InvestmentIncomePYPct00.01720
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99350
IRS990ScheduleA/PublicSupportPY509Pct00.98280
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0163189
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081517
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02765
IRS990ScheduleA/Total509Grp/TotalAmt0163189
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0164257
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019660
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt019660
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt019660
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023779
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance 660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Expense (Scholarships) 58700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scholarship Reserve 1334.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Scrip Inventory 31660.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable 245.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Helix United 2125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Memorial 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Brick Garden 1694.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Scholarships 74767.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Alumni Classes 18306.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10School Activities 31551.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Student Accounts 3856.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12National Scrip
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Scottie Cares 1595.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH S KIRK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06196441940
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
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/PreparerPersonNm0KRIS IRVING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-10T17:30:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings