Civic Intelligence

Helix Electric Health and Welfare Plan

EIN 33-0657114 • 501(c)9 • San Diego, CA

Profile

NONE

PO Box 85298San Diego, CA 92186

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.44x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.08x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$190,909

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

99th percentile

154%

Faster asset growth than 99% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

10%

Faster revenue growth than 60% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$5,202,571

Up $3,150,461 (+154%) from 2023

Liabilities

Up

$2,266,352

Up $2,093,289 (+1210%) from 2023

Net Assets

Up

$2,936,219

Up $1,057,172 (+56%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin61st percentile

Revenue

Up

$26,948,019

Up $2,506,387 (+10%) from 2023

Expenses

Down

$24,216,195

Down $1,158,942 (-4.6%) from 2023

Net Income

Up

$2,731,824

Up $3,665,329 (+393%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $2,233,612Liabilities 2010: $30,193Net Assets 2010: $2,203,4192010Assets 2011: $2,139,975Liabilities 2011: $36,960Net Assets 2011: $2,103,0152011Assets 2012: $2,091,261Liabilities 2012: $36,024Net Assets 2012: $2,055,2372012Assets 2013: $1,320,824Liabilities 2013: $13,627Net Assets 2013: $1,307,1972013Assets 2014: $1,340,168Liabilities 2014: $13,746Net Assets 2014: $1,326,4222014Assets 2015: $1,285,317Liabilities 2015: $47,158Net Assets 2015: $1,238,1592015Assets 2016: $1,407,447Liabilities 2016: $77,120Net Assets 2016: $1,330,3272016Assets 2017: $1,422,435Liabilities 2017: $173,244Net Assets 2017: $1,249,1912017Assets 2018: $820,335Liabilities 2018: $117,166Net Assets 2018: $703,1692018Assets 2019: $1,265,156Liabilities 2019: $53,676Net Assets 2019: $1,211,4802019Assets 2020: $2,205,552Liabilities 2020: $53,676Net Assets 2020: $2,151,8762020Assets 2021: $2,039,604Liabilities 2021: $53,676Net Assets 2021: $1,985,9282021Assets 2022: $3,534,033Liabilities 2022: $721,481Net Assets 2022: $2,812,5522022Assets 2023: $2,052,110Liabilities 2023: $173,063Net Assets 2023: $1,879,0472023Assets 2024: $5,202,571Liabilities 2024: $2,266,352Net Assets 2024: $2,936,2192024

Highlighted filing

2024

Assets$5,202,571
Liabilities$2,266,352
Net Assets$2,936,219
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $5,408,1742010Expenses 2011: $5,656,9232011Expenses 2012: $7,263,5272012Revenue 2013: $7,361,407Expenses 2013: $8,109,447Net Income 2013: -$748,0402013Revenue 2014: $9,632,409Expenses 2014: $9,613,184Net Income 2014: $19,2252014Revenue 2015: $10,529,024Expenses 2015: $10,617,287Net Income 2015: -$88,2632015Revenue 2016: $13,238,242Expenses 2016: $13,146,074Net Income 2016: $92,1682016Revenue 2017: $15,629,326Expenses 2017: $15,710,462Net Income 2017: -$81,1362017Revenue 2018: $14,786,578Expenses 2018: $15,332,600Net Income 2018: -$546,0222018Revenue 2019: $16,282,417Expenses 2019: $15,774,106Net Income 2019: $508,3112019Revenue 2020: $18,131,290Expenses 2020: $17,663,361Net Income 2020: $467,9292020Revenue 2021: $20,413,301Expenses 2021: $20,309,512Net Income 2021: $103,7892021Revenue 2022: $20,660,703Expenses 2022: $19,834,079Net Income 2022: $826,6242022Revenue 2023: $24,441,632Expenses 2023: $25,375,137Net Income 2023: -$933,5052023Revenue 2024: $26,948,019Expenses 2024: $24,216,195Net Income 2024: $2,731,8242024

Highlighted filing

2024

Revenue$26,948,019
Expenses$24,216,195
Net Income$2,731,824
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,202,571
Liabilities
$2,266,352
Net assets
$2,936,219
Revenue
$26,948,019
Expenses
$24,216,195
Net income
$2,731,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$2.27$2.94$26.9$24.2$2.73
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.17$1.88$24.4$25.4$0.93
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.72$2.81$20.7$19.8$0.83
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.05$1.99$20.4$20.3$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.05$2.15$18.1$17.7$0.47
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.05$1.21$16.3$15.8$0.51
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.12$0.70$14.8$15.3$0.55
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.17$1.25$15.6$15.7$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.08$1.33$13.2$13.1$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.05$1.24$10.5$10.6$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$9.63$9.61$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.01$1.31$7.36$8.11$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.04$2.06$7.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.04$2.10$5.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.03$2.20$5.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$26,948,019
Mission and Program Overview

Mission

NONE

Voluntary employees beneficiary assoc for health, dental & life insurance. 2,786 employees benefited.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,192,233$5,188,042▲ $3,995,809
Rtn Earn Endowment Incm Other Fnds$204,395$2,936,219▲ $2,731,824
Accounts Receivable$852,877$7,529▼ $845,348
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,052,110$5,202,571▲ $3,150,461
Other Assets Total$7,000$7,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,847,715$2,191,618▲ $343,903
Other Liabilities$0$74,734▲ $74,734
Total Liabilities$1,847,715$2,266,352▲ $418,637
Net Assets / Fund Balance
Total Net Assets Fund Balance$204,395$2,936,219▲ $2,731,824
Total Liabilities and Net Assets / Fund Balance$2,052,110$5,202,571▲ $3,150,461
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Gary ShekhterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,886,166
Investment Income
$61,853
Other Revenue
$0
Change in Net Assets
$2,731,824

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,948,019
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$26,948,019
Total Revenue per Form 990
$26,948,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,679
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$24,160,516--$24,160,516
Fees for Services Accounting-$43,871-$43,871
Fees for Services Other-$11,808-$11,808
Total Functional Expenses$24,160,516$55,679$0$24,216,195

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,216,195
Total Expenses per Audited Statements$24,216,195
Total Expenses per Form 990$24,216,195
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Gary ShekhterEFFECTIVELY OWNS 100% OF HELIX ELECTRIC, INC. & SUBSIDIARY-No$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$74,734
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The executive director reviews the form 990.”

Form 990, Part VI, Section C, Line 19

“These documents are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Helix Electric Health and Welfare Plan
EIN
33-0657114
Phone
8586231207
Address
PO BOX 85298, SAN DIEGO, CA 92186

Signing Officer

Name
Gary Shekhter
Title
President
Phone
8586231207
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Shekhter
Formed
1995
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Levitzacks
Address
451 A STREET SUITE 500, SAN DIEGO, CA 92101
Preparer
Jared Werner
Phone
6192381077
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“No changes to this process from the prior year”

Raw XML Appendix286 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01847715
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02191618
IRS990/AccountsReceivableGrp/BOYAmt0852877
IRS990/AccountsReceivableGrp/EOYAmt07529
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0VOLUNTARY EMPLOYEES BENEFICIARY ASSOC FOR HEALTH, DENTAL & LIFE INSURANCE. 2,786 EMPLOYEES BENEFITED.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt024160516
IRS990/BenefitsToMembersGrp/TotalAmt024160516
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL STONE CFO
IRS990/BooksInCareOfDetail/PhoneNum08586231207
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0HELIX ELECTRIC PO BOX 85298
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092186
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt024160516
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt061853
IRS990/CYOtherExpensesAmt055679
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt026886166
IRS990/CYRevenuesLessExpensesAmt02731824
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt024216195
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt026948019
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0INSURANCE PREMIUMS PAID
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt024160516
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt043871
IRS990/FeesForServicesAccountingGrp/TotalAmt043871
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011808
IRS990/FeesForServicesOtherGrp/TotalAmt011808
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY SHEKHTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0190909
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt026948019
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt061853
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061853
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0204395
IRS990/NetAssetsOrFundBalancesEOYAmt02936219
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07000
IRS990/OtherAssetsTotalGrp/EOYAmt07000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt074734
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GARY SHEKHTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/Desc0INSURANCE PREMIUMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026886166
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026886166
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt025332767
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt030799
IRS990/PYOtherExpensesAmt042370
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt024410833
IRS990/PYRevenuesLessExpensesAmt0-933505
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt025375137
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt024441632
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02731824
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0204395
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02936219
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01192233
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05188042
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt024216195
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt074734
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt026948019
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt024216195
IRS990ScheduleD/TotalLiabilityAmt074734
IRS990ScheduleD/TotalRevenuePerForm990Amt026948019
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt026948019
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024216195
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0190909
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GARY SHEKHTER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0190909
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0GARY SHEKHTER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EFFECTIVELY OWNS 100% OF HELIX ELECTRIC, INC. & SUBSIDIARY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO CHANGES TO THIS PROCESS FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART XII LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02052110
IRS990/TotalAssetsEOYAmt05202571
IRS990/TotalAssetsGrp/BOYAmt02052110
IRS990/TotalAssetsGrp/EOYAmt05202571
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055679
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024160516
IRS990/TotalFunctionalExpensesGrp/TotalAmt024216195
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01847715
IRS990/TotalLiabilitiesEOYAmt02266352
IRS990/TotalLiabilitiesGrp/BOYAmt01847715
IRS990/TotalLiabilitiesGrp/EOYAmt02266352
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0204395
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02936219
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt024160516
IRS990/TotalProgramServiceRevenueAmt026886166
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026948019
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026948019
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02052110
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05202571
IRS990/TotReportableCompRltdOrgAmt0190909
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 85298
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IRS990/USAddress/ZIPCd092186
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY SHEKHTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08586231207
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELIX ELECTRIC HEALTH AND WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0HELI
ReturnHeader/Filer/EIN0330657114
ReturnHeader/Filer/PhoneNum08586231207
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 85298
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953159181
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEVITZACKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0451 A STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092101
ReturnHeader/PreparerPersonGrp/PhoneNum06192381077
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED WERNER
ReturnHeader/ReturnTs02025-11-07T19:06:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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