Civic Intelligence

Helix High School Foundation

990EZ • Fiscal year 2022 • EIN 33-0621786

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 12, 2023

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

93rd percentile

0.76x

Higher debt load relative to assets than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

2.25x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$181,493

Up $24,900 (+16%) from 2021

Net Assets

Up

$44,446

Up $2,068 (+4.9%) from 2021

Liabilities

Up

$137,047

Up $22,832 (+20%) from 2021

Revenue

Down

$60,828

Down $26,456 (-30%) from 2021

Expenses

Down

$58,760

Down $16,150 (-22%) from 2021

Net Income

Down

$2,068

Down $10,306 (-83%) from 2021

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

2022

Assets$181,493
Liabilities$137,047
Net Assets$44,446

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

2022

Revenue$60,828
Expenses$58,760
Net Income$2,068
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 12, 2023
Return Version
2021v4.1
Gross Receipts
$83,721
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
59 Scholarships for college to graduating seniors and alumni were awarded totaling $57,500.$0$57,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea Albanese-FishelPresident-$0--
Renee MilburnSecretary-$0--
Cheryl SchmidtTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$15,473$15,473$219$15,254
None----
Total Events$15,473$15,473$7,726$7,747
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
Andrea Albanese-Fishel
Title
President
Phone
6196441940
Signed
2023-04-12

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) 57500.

Form 990EZ, Part II, Line 24

Scrip Bank 3610.

Form 990EZ, Part II, Line 24

Account Receivables 12603.

Raw XML Appendix199 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06194642840
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0La Mesa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091942
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0140380
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea Albanese-Fishel
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/BOYAmt016213
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01857
IRS990EZ/OtherExpensesTotalAmt057500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support the educational mission of Helix High School, faculty, staff, students and alumni.
IRS990EZ/PrintingPublicationsPostageAmt0511
IRS990EZ/ProgramServiceRevenueAmt047108
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt059 Scholarships for college to graduating seniors and alumni were awarded totaling $57,500.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022893
IRS990EZ/SpecialEventsNetIncomeLossAmt012195
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0114215
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0137047
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058760
IRS990EZ/TotalProgramServiceExpensesAmt057500
IRS990EZ/TotalRevenueAmt060828
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.helixhighschoolfoundation.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt075892
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt049421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0272386
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0251
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0840
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05557
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0251
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0162
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0885
IRS990ScheduleA/InvestmentIncomeCYPct00.00320
IRS990ScheduleA/InvestmentIncomePYPct00.00280
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99680
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IRS990ScheduleA/PublicSupportTotal509Amt0277943
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0278828
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0None
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0319
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0319
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015473
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07747
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02357
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02357
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0219
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0219
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04831
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Expense (Scholarships) 57500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Scrip Bank 3610.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Account Receivables 12603.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Albanese-Fishel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06196441940
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-12
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/PreparerFirmEIN0455366182
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/PreparationDt02023-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kris Irving
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-14T15:40:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andrea
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Albanese-Fishel
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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