Civic Intelligence

Helix High School Foundation

990EZ • Fiscal year 2021 • EIN 33-0621786

Jul 01, 2020 to Jun 30, 2021 • Filed on May 02, 2022

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

92nd percentile

0.73x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

1.31x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

58th percentile

14%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$6,240

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

6.3%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

59%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$156,593

Up $9,346 (+6.3%) from 2020

Net Assets

Down

$42,378

Down $4,169 (-9.0%) from 2020

Liabilities

Up

$114,215

Up $13,515 (+13%) from 2020

Revenue

Up

$87,284

Up $32,459 (+59%) from 2020

Expenses

Up

$74,910

Up $28,505 (+61%) from 2020

Net Income

Up

$12,374

Up $3,954 (+47%) from 2020

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

2021

Assets$156,593
Liabilities$114,215
Net Assets$42,378

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

2021

Revenue$87,284
Expenses$74,910
Net Income$12,374
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 2, 2022
Return Version
2020v4.1
Gross Receipts
$98,562
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 $67,500.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick AlbanesePresident-$6,240-$6,240
Renee MilburnSecretary-$0--
Cheryl SchmidtTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$17,298$13,813$10$13,803
None----
Total Events$17,298$13,813$5,418$8,395
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
2022-05-02

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) 67500.

Form 990EZ, Part I, Line 20

Funds allocated for future scholarships -16543.

Form 990EZ, Part II, Line 24

Scrip Bank 5230. 3610.

Form 990EZ, Part II, Line 24

Account Receivables 1000. 12603.

Raw XML Appendix200 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Expense (Scholarships) 67500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Funds allocated for future scholarships -16543.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scrip Bank 5230. 3610.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Account Receivables 1000. 12603.
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 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Albanese
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06196441940
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
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/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kris Irving
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-10T18:46:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Patrick
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Albanese
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings