Civic Intelligence

Mt. Helix Park Foundation

990 • Fiscal year 2014 • EIN 33-0859352

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 11, 2015

Organization Profilewww.mthelixpark.org
4901 MT Helix DriveLA Mesa, CA 91941

(619) 741-4363

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.09x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$52,046

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

$2,821,398

No earlier filing loaded for comparison.

Net Assets

$2,796,278

No earlier filing loaded for comparison.

Liabilities

$25,120

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin88th percentile

Revenue

$271,458

No earlier filing loaded for comparison.

Expenses

$168,576

No earlier filing loaded for comparison.

Net Income

$102,882

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $2,821,398Liabilities 2014: $25,120Net Assets 2014: $2,796,2782014Assets 2015: $2,857,863Liabilities 2015: $0Net Assets 2015: $2,857,8632015Assets 2016: $2,927,789Liabilities 2016: $978Net Assets 2016: $2,926,8112016Assets 2017: $3,068,604Liabilities 2017: $3,110Net Assets 2017: $3,065,4942017Assets 2018: $3,077,385Liabilities 2018: $25,508Net Assets 2018: $3,051,8772018Assets 2019: $3,041,398Liabilities 2019: $7,967Net Assets 2019: $3,033,4312019Assets 2020: $3,085,376Liabilities 2020: $58,325Net Assets 2020: $3,027,0512020Assets 2021: $3,219,529Liabilities 2021: $16,035Net Assets 2021: $3,203,4942021Assets 2022: $3,244,409Liabilities 2022: $18,834Net Assets 2022: $3,225,5752022Assets 2024: $3,264,932Liabilities 2024: $15,523Net Assets 2024: $3,249,4092024

Highlighted filing

2014

Assets$2,821,398
Liabilities$25,120
Net Assets$2,796,278
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2014: $271,458Expenses 2014: $168,576Net Income 2014: $102,8822014Revenue 2015: $269,093Expenses 2015: $207,508Net Income 2015: $61,5852015Revenue 2016: $254,567Expenses 2016: $185,836Net Income 2016: $68,7312016Revenue 2017: $331,418Expenses 2017: $195,466Net Income 2017: $135,9522017Revenue 2018: $248,716Expenses 2018: $206,627Net Income 2018: $42,0892018Revenue 2019: $248,648Expenses 2019: $267,094Net Income 2019: -$18,4462019Revenue 2020: $253,714Expenses 2020: $252,469Net Income 2020: $1,2452020Revenue 2021: $481,685Expenses 2021: $301,600Net Income 2021: $180,0852021Revenue 2022: $408,561Expenses 2022: $381,354Net Income 2022: $27,2072022Revenue 2024: $460,546Expenses 2024: $493,519Net Income 2024: -$32,9732024

Highlighted filing

2014

Revenue$271,458
Expenses$168,576
Net Income$102,882
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 11, 2015
Return Version
2014v5.0
Gross Receipts
$318,455
Mission and Program Overview

Mission

The Mission of the Mt. Helix Park Foundation is to preserve, enhance, enrich, and share the Nature Theatre with our neighbors and friends.Objective I:To preserve for the future the beauty and historical significance of the Nature Theatre. Provide for public programs and events that reinforce nature, education, cultural enrichment, and the spirit of life.Objective II:To build and maintain financial stability. To provide long-term funding for the Park Foundation using relationship-building activities. These will include events, friends/members, donations, corporate support, major/planned giving, and by creating and funding an endowment.Objective III:To create a master plan to improve the Nature Theatre for future generations to enjoy.Objective IV:To develop a Mt. Helix Park Foundation Board that demonstrates commitment and devotion to maintaining and managing the Park, following the intentions of the families who established the trust in memory of Mary Yawkey.

The Mission of the Mt. Helix Park Foundation is to preserve, enhance, enrich, and share the Nature Theatre with our neighbors and friends.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,529,718$2,514,868▼ $14,850
Savings and Temporary Cash Investments$133,432$159,612▲ $26,180
Cash and Non-Interest-Bearing Accounts$55,765$89,023▲ $33,258
Accounts Receivable$1,000$4,221▲ $3,221
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,776,141$2,821,398▲ $45,257
Other Assets Total$56,226$53,674▼ $2,552
Liabilities
Mortgage Notes Payable Secured by Investment Property$78,232$23,585▼ $54,647
Accounts Payable and Accrued Expenses$1,960$1,535▼ $425
Total Liabilities$80,192$25,120▼ $55,072
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,175,828$2,175,828→ $0
Unrestricted Net Assets$520,121$620,450▲ $100,329
Total Net Assets Fund Balance$2,695,949$2,796,278▲ $100,329
Total Liabilities and Net Assets / Fund Balance$2,776,141$2,821,398▲ $45,257

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,283,976-$2,283,976
Leasehold Improvements$161,222$33,271$194,493
Buildings$63,730$118,339$182,069
Other Land Buildings$3,369$3,462$6,831
Equipment$2,571$2,695$5,266
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tracey StotzExecutive DirecPT$52,046$52,046

Board Members and Trustees

NameTitle
Robert a BallPast President
Mark B AllanPresident
Eric H FletcherVice President
Caroline HarrodDirector
David AvantsDirector
Kathleen M WhiteDirector
Keith MeekerDirector
Norm HapkeDirector
Rose WaltersDirector
Signe VonverdoDirector
Alice W SmithDirector EMERITUS
Jeff SwineyFacilities CHR
Andrew PhemisterSecretary
Christopher RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$105,824
Program Service Revenue
$24,522
Investment Income
$417
Other Revenue
$140,695
All Other Contributions
$63,668
Change in Net Assets
$102,882
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,215
Salaries, Compensation, and Employee Benefits$72,361
Total Fundraising Expense$21,719
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$2,497$35,633$13,916$52,046
All Other Expenses$19,830$3,368$1,284$24,482
Other Salaries and Wages$974$13,909$5,432$20,315
Depreciation Depletion$16,288--$16,288
Other Expenses$10,260$515$1,087$10,775
Insurance$2,299$471-$2,770
Fees for Services Other$1,627$201-$1,828
Interest$579$119-$698
Total Functional Expenses$86,177$60,680$21,719$168,576
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$114,370
Fundraising Direct Expenses$41,043
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Heart Event$156,526$114,370$41,043$73,327
Total Events$156,526$114,370$41,043$73,327
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is reviewed by the management committee and then provided to the entire board of directors prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board of directors provides information about any conflicts annually.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Organization has a compensation committee appointed by the board. Salaries are compared to similar organizations through irs form 990 and salary surveys.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Mt Helix Park Foundation
EIN
33-0859352
Phone
6197414363
Address
4901 MT HELIX DRIVE, LA MESA, CA 91941

Signing Officer

Name
Mark B Allan
Title
President
Signed
2015-09-11

Organization Details

Formed
2000
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
150
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - BALANCE SHEETPART II, LINE 14THE FAIR MARKET VALUE OF LAND AND IMPROVEMENTS OF HISTORICAL PROPERTY CANNOT BE DETERMINED, THEREFORE THE BOOK VALUE PROVIDED AN ESTIMATE OF THE FAIR MARKET VALUE.”

Client Note 2

“Client Note 2 - NAME CHANGETHE MT. HELIX PARK FOUNDATION HAD A NAME CHANGE DURING 2013. THE NAME WAS FORMERLY FOUNDATION FOR THE PRESERVATION OF THE MT. HELIX NATURE THEATER.”

Form 990, Part IX, Line 24E: Other Expenses

“CREDIT CARD PROCESSING: Column (A) - Total = $651; Column (B) - Program Services = $373; Column (C) - Management & General = $25; Column (D) - Fundraising = $253”

Form 990, Part IX, Line 24E: Other Expenses

“DUES & SUBSCRIPTIONS: Column (A) - Total = $549; Column (B) - Program Services = $456; Column (C) - Management & General = $93; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“GIFTS: Column (A) - Total = $163; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $163”

Form 990, Part IX, Line 24E: Other Expenses

“MISCELLANEOUS: Column (A) - Total = $3682; Column (B) - Program Services = $3466; Column (C) - Management & General = $68; Column (D) - Fundraising = $148”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $3836; Column (B) - Program Services = $2586; Column (C) - Management & General = $530; Column (D) - Fundraising = $720”

Form 990, Part IX, Line 24E: Other Expenses

“PROPERTY TAXES: Column (A) - Total = $123; Column (B) - Program Services = $102; Column (C) - Management & General = $21; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SECURITY: Column (A) - Total = $4694; Column (B) - Program Services = $3896; Column (C) - Management & General = $798; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SOFTWARE: Column (A) - Total = $2213; Column (B) - Program Services = $1837; Column (C) - Management & General = $376; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SUPPLIES: Column (A) - Total = $3599; Column (B) - Program Services = $2987; Column (C) - Management & General = $612; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TELEPHONE: Column (A) - Total = $1670; Column (B) - Program Services = $1386; Column (C) - Management & General = $284; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“UTILITIES: Column (A) - Total = $3302; Column (B) - Program Services = $2741; Column (C) - Management & General = $561; Column (D) - Fundraising = $0”

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IRS990/Desc0The Mount Helix Nature Theatre and Park rises up from the valley floor of San Diegos East County, aptly called, The Crown Jewel of East County. The Mount Helix Nature Theatre and Park has been inspiring residents of Southern California with its rugged beauty and scenic views since 1924. Perched atop Mt. Helix at an elevation of approximately 1300 feet, the historic park offers a spectacular 360-degree view of San Diego County. The park is open to the public 365 days a year.In addition to the park operations, the amphitheater was the site of a free East County Youth Symphony Concert, donation-based yoga classes, weddings and memorials, and the awe-inspiring Easter sunrise service. The Park receives no government funding, meaning the tens of thousands of visitors who use the park annually do so thanks to 100 percent funding by the Foundation for the Preservation of the Mt. Helix Nature Theatre.
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IRS990/MissionDesc0The Mission of the Mt. Helix Park Foundation is to preserve, enhance, enrich, and share the Nature Theatre with our neighbors and friends.Objective I:To preserve for the future the beauty and historical significance of the Nature Theatre. Provide for public programs and events that reinforce nature, education, cultural enrichment, and the spirit of life.Objective II:To build and maintain financial stability. To provide long-term funding for the Park Foundation using relationship-building activities. These will include events, friends/members, donations, corporate support, major/planned giving, and by creating and funding an endowment.Objective III:To create a master plan to improve the Nature Theatre for future generations to enjoy.Objective IV:To develop a Mt. Helix Park Foundation Board that demonstrates commitment and devotion to maintaining and managing the Park, following the intentions of the families who established the trust in memory of Mary Yawkey.
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,821,398
Liabilities
$25,120
Net assets
$2,796,278
Revenue
$271,458
Expenses
$168,576
Net income
$102,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.02$3.25$0.46$0.49$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.02$3.23$0.41$0.38$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.02$3.20$0.48$0.30$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.06$3.03$0.25$0.25$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.01$3.03$0.25$0.27$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.03$3.05$0.25$0.21$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.33$0.20$0.14
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.00$2.93$0.25$0.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.27$0.21$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.82$0.03$2.80$0.27$0.17$0.10