Civic Intelligence

Mt. Helix Park Foundation

990 • Fiscal year 2017 • EIN 33-0859352

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$50,104

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

55th percentile

4.8%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,068,604

Up $140,815 (+4.8%) from 2016

Net Assets

Up

$3,065,494

Up $138,683 (+4.7%) from 2016

Liabilities

Up

$3,110

Up $2,132 (+218%) from 2016

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin89th percentile

Revenue

Up

$331,418

Up $76,851 (+30%) from 2016

Expenses

Up

$195,466

Up $9,630 (+5.2%) from 2016

Net Income

Up

$135,952

Up $67,221 (+98%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2017

Assets$3,068,604
Liabilities$3,110
Net Assets$3,065,494
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

2017

Revenue$331,418
Expenses$195,466
Net Income$135,952
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$385,760
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$2,562,954$2,545,555▼ $17,399
Savings and Temporary Cash Investments$226,824$352,123▲ $125,299
Cash and Non-Interest-Bearing Accounts$77,199$102,783▲ $25,584
Accounts Receivable$5,140$9,740▲ $4,600
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$2,927,789$3,068,604▲ $140,815
Other Assets Total$55,672$58,403▲ $2,731
Liabilities
Other Liabilities$978$3,110▲ $2,132
Total Liabilities$978$3,110▲ $2,132
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,175,828$2,175,828→ $0
Unrestricted Net Assets$750,983$889,666▲ $138,683
Total Net Assets Fund Balance$2,926,811$3,065,494▲ $138,683
Total Liabilities and Net Assets / Fund Balance$2,927,789$3,068,604▲ $140,815

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,283,976-$2,283,976
Leasehold Improvements$224,470$50,688$275,158
Buildings$36,421$145,648$182,069
Other Land Buildings$9$6,822$6,831
Equipment$679$4,587$5,266
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nicole RobertsExecutive DirectorFT$50,104$50,104

Board Members and Trustees

NameTitle
Mark AllanPresident
Eric FletcherVice President
Andrew PhemisterDirector
Caroline HarrodDirector
David AvantsDirector
Don TeemsmaDirector
Edmond PiffardDirector
Joseph VenturaDirector
Keith MeekerDirector
Robert a BallDirector
Ron BradyDirector
Norm HapkeCFO
Tracey StotzSecretary
Jeff SwineyVP Facilities
Revenue and Support

Revenue Composition

Contributions and Grants
$205,117
Program Service Revenue
$9,889
Investment Income
$1,706
Other Revenue
$114,706
All Other Contributions
$82,057
Change in Net Assets
$135,952
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$116,779
Salaries, Compensation, and Employee Benefits$78,687
Total Fundraising Expense$15,471
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$37,578$2,505$10,021$50,104
All Other Expenses$23,562$8,714$590$32,866
Other Salaries and Wages$15,684$5,602$1,120$22,406
Depreciation Depletion$17,399--$17,399
Other Expenses$6,000$1,715$857$8,572
Insurance$5,871$1,677$839$8,387
Payroll Taxes$4,537$691$949$6,177
Fees for Services Other$3,714--$3,714
Office Expenses$1,149$328$218$1,695
Advertising$428--$428
Total Functional Expenses$157,009$22,986$15,471$195,466
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$84,839
Fundraising Direct Expenses$54,342
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Heart Event$170,416$84,839$54,342$30,497
Total Events$170,416$84,839$54,342$30,497
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$2,005
Payroll$1,105
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 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
Norm Hapke
Title
President
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
300

Preparer

Firm
West Rhode & Roberts
Address
2741 4th Ave, San Diego, CA 92103
Preparer
Cheryl Rhode
Phone
6196155380
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

“BOARD OF DIRECTORS: Column (A) - Total = $2628; Column (B) - Program Services = $0; Column (C) - Management & General = $2628; Column (D) - Fundraising = $0”

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

“CAPITAL PROJECTS: Column (A) - Total = $7165; Column (B) - Program Services = $7165; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“DUES & SUBSCRIPTIONS: Column (A) - Total = $48; Column (B) - Program Services = $0; Column (C) - Management & General = $48; Column (D) - Fundraising = $0”

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

“EQUIPMENT RENTAL: Column (A) - Total = $5826; Column (B) - Program Services = $5826; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“PERMITS AND FEES: Column (A) - Total = $45; Column (B) - Program Services = $45; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“Postage and Shipping: Column (A) - Total = $1550; Column (B) - Program Services = $1550; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“SECURITY: Column (A) - Total = $4843; Column (B) - Program Services = $4843; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“SOFTWARE: Column (A) - Total = $3342; Column (B) - Program Services = $0; Column (C) - Management & General = $3342; Column (D) - Fundraising = $0”

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

“TAXES & LICENSES: Column (A) - Total = $1515; Column (B) - Program Services = $0; Column (C) - Management & General = $1515; Column (D) - Fundraising = $0”

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

“TELEPHONE: Column (A) - Total = $1991; Column (B) - Program Services = $1394; Column (C) - Management & General = $398; Column (D) - Fundraising = $199”

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

“UTILITIES: Column (A) - Total = $3913; Column (B) - Program Services = $2739; Column (C) - Management & General = $783; Column (D) - Fundraising = $391”

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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 is the site to free community programs, 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

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,068,604
Liabilities
$3,110
Net assets
$3,065,494
Revenue
$331,418
Expenses
$195,466
Net income
$135,952
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
2017Detailed filing. Detailed filing data is available for this year.$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