Civic Intelligence

Helix High School Foundation

990EZ • Fiscal year 2020 • EIN 33-0621786

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 27, 2021

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

90th percentile

0.68x

Higher debt load relative to assets than 90% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

1.84x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

65th percentile

15%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$3,120

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

54th percentile

6.7%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-5.0%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$147,247

Up $9,260 (+6.7%) from 2019

Net Assets

Up

$46,547

Up $2,782 (+6.4%) from 2019

Liabilities

Up

$100,700

Up $6,478 (+6.9%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin65th percentile

Revenue

Down

$54,825

Down $2,870 (-5.0%) from 2019

Expenses

Down

$46,405

Down $6,331 (-12%) from 2019

Net Income

Up

$8,420

Up $3,461 (+70%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$147,247
Liabilities$100,700
Net Assets$46,547
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$54,825
Expenses$46,405
Net Income$8,420
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 27, 2021
Return Version
2019v5.1
Gross Receipts
$55,086
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 scholarships were awarded totaling $42,000.$0$42,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick AlbanesePresident-$3,120-$3,120
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
Patrick Albanese
Title
President
Phone
6196441940
Signed
2021-04-27

Preparer

Firm
Thomas Tax Preparation
Address
30457 Valley Center Rd, Valley Center, CA 92082
Preparer
Kris Irving
Phone
6198201495
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Program Expense (Scholarships) 42000.”

Form 990EZ, Part I, Line 20

“Correction in scrip inventory due to audit -5638.”

Raw XML Appendix168 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/BOYAmt0131938
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141017
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt049421
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08420
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0137987
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0147247
IRS990EZ/FundraisingGrossIncomeAmt04332
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt055086
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0167
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01166
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043765
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046547
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043765
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046547
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patrick Albanese
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/BOYAmt06049
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06230
IRS990EZ/OtherChangesInNetAssetsAmt0-5638
IRS990EZ/OtherExpensesTotalAmt042000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support the educational mission of Helix High School, faculty, staff, students and alumni.
IRS990EZ/PrintingPublicationsPostageAmt01285
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships for college to graduating seniors and alumni scholarships were awarded totaling $42,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03120
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0261
IRS990EZ/SpecialEventsNetIncomeLossAmt04071
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt094222
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100700
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046405
IRS990EZ/TotalProgramServiceExpensesAmt042000
IRS990EZ/TotalRevenueAmt054825
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.helixhighschoolfoundation.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt058132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0205801
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0167
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0162
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0644
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03358
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0167
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0162
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0172
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0644
IRS990ScheduleA/InvestmentIncomeCYPct00.00310
IRS990ScheduleA/InvestmentIncomePYPct00.00300
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99690
IRS990ScheduleA/PublicSupportPY509Pct00.99700
IRS990ScheduleA/PublicSupportTotal509Amt0209159
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060108
IRS990ScheduleA/Total509Grp/TotalAmt0209159
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0209803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Expense (Scholarships) 42000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Correction in scrip inventory due to audit -5638.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Albanese
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06196441940
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-27
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/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/PhoneNum06198201495
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kris Irving
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-03T15:53:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,247
Liabilities
$100,700
Net assets
$46,547
Revenue
$54,825
Expenses
$46,405
Net income
$8,420
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
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