Civic Intelligence

Helix High School Foundation

990EZ • Fiscal year 2017 • EIN 33-0621786

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 25, 2018

Organization Profilewww.helixhighschoolfoundation.com
7323 University AveLa Mesa, CA 91942-0555

(619) 644-1940

Siviq Scores

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

Liabilities / Assets

91st percentile

0.61x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

1.65x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-6.7%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$161,575

Down $38,416 (-19%) from 2016

Net Assets

Down

$62,255

Down $348 (-0.6%) from 2016

Liabilities

Down

$99,320

Down $38,068 (-28%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin39th percentile

Revenue

Down

$60,280

Down $4,303 (-6.7%) from 2016

Expenses

Down

$60,628

Down $2,595 (-4.1%) from 2016

Net Income

Down

-$348

Down $1,708 (-126%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2017

Assets$161,575
Liabilities$99,320
Net Assets$62,255
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

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

2017

Revenue$60,280
Expenses$60,628
Net Income-$348
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 25, 2018
Return Version
2016v3.0
Gross Receipts
$60,280
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS FOR COLLEGE TO GRADUATING SENIORS AND ALUMNI 55 SCHOLARSHIPS WERE AWARDED TOTALING $58,000.-$58,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH S KIRKPresident-$0--
RENEE MILBURNSecretary-$0--
CHERYL SCHMIDTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Helix High School Foundation
EIN
33-0621786
Phone
6196441940
Address
7323 University Ave, La Mesa, CA 91942-0555

Signing Officer

Name
Judith S Kirk
Title
President
Phone
6196441940
Signed
2018-04-25

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

“Program Expense (Scholarships) 58000.”

Raw XML Appendix136 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/BOYAmt0166294
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129948
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057973
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-348
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0199991
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0161575
IRS990EZ/FundraisingGrossIncomeAmt01976
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt060280
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0172
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0159
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062603
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062255
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062603
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062255
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/BOYAmt033697
IRS990EZ/OtherAssetsTotalDetail/EOYAmt031627
IRS990EZ/OtherExpensesTotalAmt058000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support the educational mission of Helix High School, faculty, staff, students and alumni.
IRS990EZ/PrintingPublicationsPostageAmt02628
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS FOR COLLEGE TO GRADUATING SENIORS AND ALUMNI 55 SCHOLARSHIPS WERE AWARDED TOTALING $58,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt01976
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0137388
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt099320
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060628
IRS990EZ/TotalProgramServiceExpensesAmt058000
IRS990EZ/TotalRevenueAmt060280
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.helixhighschoolfoundation.com/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt058132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058132
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0172
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0172
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0172
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0172
IRS990ScheduleA/InvestmentIncomeCYPct00.00290
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99710
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt060108
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060108
IRS990ScheduleA/Total509Grp/TotalAmt060108
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Expense (Scholarships) 58000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH S KIRK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06196441940
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-25
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/ZIPCd0919420555
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId093E78273ED6B076E347E03E061CACB1141776E18
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D228531E1F8100FA52E166B0D753793BFC4650E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.13.100.58
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:54:22
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/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRIS IRVING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-01T16:54:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,575
Liabilities
$99,320
Net assets
$62,255
Revenue
$60,280
Expenses
$60,628
Net income
-$348
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
2017Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$1.34$0.61$0.66$0.03$0.63