Civic Intelligence

Helias Foundation Incorporated

990 • Fiscal year 2018 • EIN 43-1064064

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 10, 2019

Organization ProfileWWW.HELIASFOUNDATION.ORG
PO Box 694Jefferson City, MO 65102-0694

(573) 635-6139

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

5th percentile

-54%

Higher net margin than 5% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$66,154

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

23rd percentile

-4.2%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$14,397,064

Down $624,031 (-4.2%) from 2017

Net Assets

Down

$14,397,064

Down $624,031 (-4.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin5th percentile

Revenue

Down

$2,679,370

Down $9,049,146 (-77%) from 2017

Expenses

Down

$4,129,309

Down $8,456,298 (-67%) from 2017

Net Income

Down

-$1,449,939

Down $592,848 (-69%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$30M$20M$10M$0Assets 2011: $5,382,083Liabilities 2011: $0Net Assets 2011: $5,382,0832011Assets 2012: $5,943,974Liabilities 2012: $0Net Assets 2012: $5,943,9742012Assets 2013: $6,792,109Liabilities 2013: $0Net Assets 2013: $6,792,1092013Assets 2014: $7,705,093Liabilities 2014: $0Net Assets 2014: $7,705,0932014Assets 2015: $10,853,782Liabilities 2015: $0Net Assets 2015: $10,853,7822015Assets 2016: $15,219,003Liabilities 2016: $0Net Assets 2016: $15,219,0032016Assets 2017: $15,021,095Liabilities 2017: $0Net Assets 2017: $15,021,0952017Assets 2018: $14,397,064Liabilities 2018: $0Net Assets 2018: $14,397,0642018Assets 2019: $14,854,044Liabilities 2019: $0Net Assets 2019: $14,854,0442019Assets 2020: $17,216,083Liabilities 2020: $0Net Assets 2020: $17,216,0832020Assets 2021: $21,189,342Liabilities 2021: $0Net Assets 2021: $21,189,3422021Assets 2022: $18,634,145Liabilities 2022: $0Net Assets 2022: $18,634,1452022Assets 2023: $20,050,791Liabilities 2023: $0Net Assets 2023: $20,050,7912023Assets 2024: $21,562,490Liabilities 2024: $0Net Assets 2024: $21,562,4902024

Highlighted filing

2018

Assets$14,397,064
Liabilities$0
Net Assets$14,397,064
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $702,724Expenses 2011: $397,904Net Income 2011: $304,8202011Expenses 2012: $419,6632012Expenses 2013: $456,1322013Revenue 2014: $757,067Expenses 2014: $477,639Net Income 2014: $279,4282014Revenue 2015: $4,154,557Expenses 2015: $482,048Net Income 2015: $3,672,5092015Revenue 2016: $5,100,467Expenses 2016: $1,031,612Net Income 2016: $4,068,8552016Revenue 2017: $11,728,516Expenses 2017: $12,585,607Net Income 2017: -$857,0912017Revenue 2018: $2,679,370Expenses 2018: $4,129,309Net Income 2018: -$1,449,9392018Revenue 2019: $2,391,968Expenses 2019: $822,918Net Income 2019: $1,569,0502019Revenue 2020: $2,930,448Expenses 2020: $961,085Net Income 2020: $1,969,3632020Revenue 2021: $2,050,948Expenses 2021: $825,887Net Income 2021: $1,225,0612021Revenue 2022: $1,758,502Expenses 2022: $902,868Net Income 2022: $855,6342022Revenue 2023: $1,523,989Expenses 2023: $1,283,742Net Income 2023: $240,2472023Revenue 2024: $2,013,412Expenses 2024: $2,718,917Net Income 2024: -$705,5052024

Highlighted filing

2018

Revenue$2,679,370
Expenses$4,129,309
Net Income-$1,449,939
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 10, 2019
Return Version
2017v2.3
Gross Receipts
$2,725,468
Mission and Program Overview

Mission

To secure private gift support, to invest and disburse the funds in its care, and to supplement and support the mission of the school.

To secure private gift support, to invest and disburse the funds in its care, and to supplement and support the mission of the school. The foundation's role also includes support of general operations, capital improvements, and continual growth of an endowment fund. In all its policies and operations, the foundation is guided by the greater good of helias catholic high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$15,021,095$14,397,064▼ $624,031
Investments in Publicly Traded Securities$10,116,112$12,592,727▲ $2,476,615
Savings and Temporary Cash Investments$4,545,035$1,388,367▼ $3,156,668
Cash and Non-Interest-Bearing Accounts$279,179$326,302▲ $47,123
Land, Buildings, and Equipment, Net$3,075$694▼ $2,381
Intangible Assets$113$0▼ $113
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$15,021,095$14,397,064▼ $624,031
Other Assets Total$77,581$88,974▲ $11,393
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,021,095$14,397,064▼ $624,031
Total Liabilities and Net Assets / Fund Balance$15,021,095$14,397,064▼ $624,031

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$694$29,269$29,963

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$15,079,067$502,706▲ $1,381,780$-3,646,779$20,610,332
2016$15,245,002$11,416,382▲ $1,017,735$12,616,052$15,079,067
2015$10,853,782$4,796,304▲ $637,253$1,055,337$15,245,002
2014$7,705,093$3,745,061▼ $93,424$449,210$10,853,782
2013$6,792,109$460,664▲ $983,034$484,577$7,705,093
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael J BrunsExecutive DirectorFT$52,567$13,587$66,154

Board Members and Trustees

NameTitle
Deann BartonPresident
Eric BernskoetterVice President
Angela ToebbenBoard Member
Doug HennonBoard Member
Gina ClementBoard Member
Jay LuebbertBoard Member
Jeff EhmkeBoard Member
Jill SmithBoard Member
Laura LandwehrBoard Member
Matt CowellBoard Member
Mike HoelscherBoard Member
Scott KemnaBoard Member
Shari LepageBoard Member
Stacie VersluesBoard Member
Steve HouserBoard Member
Trae LortsBoard Member
Brad RoarkBoard Member (term Ended 12/31/17)
Ed TwehousBoard Member (term Ended 12/31/17)
Paul KleffnerBoard Member (term Ended 12/31/17)
Anne RostSecretary
Brian ZerrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,898,655
Program Service Revenue
$161,726
Investment Income
$612,520
Other Revenue
$6,469
All Other Contributions
$1,869,704
Change in Net Assets
$-1,449,939
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,779,177
Other Expenses$179,889
Salaries, Compensation, and Employee Benefits$170,243
Total Fundraising Expense$80,415
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,779,177--$3,779,177
Comp Disqual Persons$38,114$8,469$38,114$84,697
Current Officers, Directors, Trustees, and Key Employees$31,263$6,946$31,263$69,472
Fees for Service Investment Mgmnt Fees-$44,253-$44,253
All Other Expenses$8,957$15,658-$24,615
Other Employee Benefits$7,233$1,608$7,233$16,074
Fees for Services Other-$12,001-$12,001
Advertising-$7,504$3,319$10,823
Insurance-$9,983-$9,983
Office Expenses-$9,200-$9,200
Fees for Services Accounting-$7,646-$7,646
Other Expenses$15,903$6,162-$6,162
Depreciation Depletion-$2,009$486$2,495
Total Functional Expenses$3,904,719$144,175$80,415$4,129,309
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Helias Catholic High SchoolJefferson City, MO-General Support, Campus Capital Improvements & Athletic Complex Construction Project$3,779,177
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,265
Fundraising Direct Expenses$46,098
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$74,806$45,855$3,595$42,260
Total Events$77,216$48,265$46,098$2,167
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
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 treasurer reviews the form 990 and then supplies a copy to the entire board of directors before it is approved and filed with the irs.”

Form 990, Part VI, Section B, Line 15

“The board of directors determines the salary for the executive director and other employees. This process was last reviewed in 2007.”

Form 990, Part VI, Section C, Line 19

“History, mission, and board members are available on the website. All other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Helias Foundation Inc
EIN
43-1064064
Phone
5736356139
Address
PO BOX 694, JEFFERSON CITY, MO 65102-0694

Signing Officer

Name
Paul Kleffner
Title
Officer
Phone
5736341216
Signed
2019-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Bruns
Formed
1974
Legal Domicile
Mo
Voting Board Members
18
Independent Board Members
18
Employees
4
Volunteers
191

Preparer

Firm
Williams-keepers LLC
Address
2005 WEST BROADWAY SUITE 100, COLUMBIA, MO 65203
Preparer
J Chris Schneider
Phone
5734426171
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING -1.”

Financial Statement Notes

PART V, LINE 4:

“There are five endowment funds. One is a quasi fund used to provide a permanent source of income for the organization, while three are permanent funds which are restricted for scholarships and the final one is a quasi fund for the current capital campaign for major campus expansion targeted by planned building construction stages.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER (TERM ENDED 12/31/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER (TERM ENDED 12/31/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER (TERM ENDED 12/31/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt028951
IRS990/FundraisingDirectExpensesAmt046098
IRS990/FundraisingGrossIncomeAmt048265
IRS990/GainOrLossGrp/SecuritiesAmt0355933
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt03779177
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03779177
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03779177
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0355933
IRS990/GrossReceiptsAmt02725468
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09983
IRS990/InsuranceGrp/TotalAmt09983
IRS990/IntangibleAssetsGrp/BOYAmt0113
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0256587
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0256587
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010116112
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012592727
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt029269
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03075
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0694
IRS990/LandBldgEquipCostOrOtherBssAmt029963
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SECURE PRIVATE GIFT SUPPORT, TO INVEST AND DISBURSE THE FUNDS IN ITS CARE, AND TO SUPPLEMENT AND SUPPORT THE MISSION OF THE SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015021095
IRS990/NetAssetsOrFundBalancesEOYAmt014397064
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0355933
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0355933
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02167
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02167
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0825909
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09200
IRS990/OfficeExpensesGrp/TotalAmt09200
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt077581
IRS990/OtherAssetsTotalGrp/EOYAmt088974
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07233
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01608
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07233
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016074
IRS990/OtherExpensesGrp/Desc0LEGACY GALA
IRS990/OtherExpensesGrp/Desc1GRANDPARENT'S LUNCHEON
IRS990/OtherExpensesGrp/Desc2NEWSLETTER EXPENSE
IRS990/OtherExpensesGrp/Desc3POSTAGE & PRINTING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012736
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16162
IRS990/OtherExpensesGrp/ProgramServicesAmt024072
IRS990/OtherExpensesGrp/ProgramServicesAmt115903
IRS990/OtherExpensesGrp/TotalAmt024072
IRS990/OtherExpensesGrp/TotalAmt115903
IRS990/OtherExpensesGrp/TotalAmt212736
IRS990/OtherExpensesGrp/TotalAmt36162
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt04302
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04302
IRS990/OtherRevenueTotalAmt04302
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MIKE BRUNS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3541800
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0BRIDGE THE GAP
IRS990/ProgramServiceRevenueGrp/Desc1LEGACY GALA
IRS990/ProgramServiceRevenueGrp/Desc2GRANDPARENTS LUNCHEON
IRS990/ProgramServiceRevenueGrp/Desc3ADVERTISING INCOME
IRS990/ProgramServiceRevenueGrp/Desc4CLASS REUNIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt075534
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt153355
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215422
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt075534
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt153355
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215422
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt315250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42165
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt015250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011183333
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt012300491
IRS990/PYInvestmentIncomeAmt0358552
IRS990/PYOtherExpensesAmt0158904
IRS990/PYOtherRevenueAmt04522
IRS990/PYProgramServiceRevenueAmt0182109
IRS990/PYRevenuesLessExpensesAmt0-857091
IRS990/PYSalariesCompEmpBnftPaidAmt0126212
IRS990/PYTotalExpensesAmt012585607
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011728516
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1449939
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0146476
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015021095
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014397064
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04545035
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01388367
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DURING 2016, HELIAS FOUNDATION, INC. CONDUCTED A CAPITAL CAMPAIGN WITH EMPHASIS ON CAPITAL IMPROVEMENTS/ADDITIONS. THE CAMPAIGN RESULTED IN UNUSUAL DONATIONS FROM TWO DONORS. THESE TWO DONATIONS RESULTED IN THE FOUNDATION DROPPING ITS PUBLIC SUPPORT AND INVESTMENT INCOME PERCENTAGE BELOW 33 1/3%. HOWEVER, IT SHOULD BE NOTED THE CAPITAL CAMPAIGN IS TARGETED TO THE GENERAL PUBLIC AND DONE ON AN ANNUAL BASIS. BECAUSE OF THE TWO UNUSUALLY LARGE DONATIONS FOR 2016 - ONE IN THE AMOUNT OF $9.1 MILLION AND ONE IN THE AMOUNT OF $1.25 MILLION, IT FAILED TO MEET THE 33 1/3 PERCENT PUBLIC SUPPORT TEST FOR 2016 AND 2017. IT SHOULD ALSO BE NOTED THAT DURING 2017, NO ADDITIONAL DONATIONS WERE RECEIVED FROM EITHER CONTRIBUTOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 2, PART II, SECTION C, LINE 16A AND 17A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01898655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011145146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04701107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03633761

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,397,064
Liabilities
$0
Net assets
$14,397,064
Revenue
$2,679,370
Expenses
$4,129,309
Net income
-$1,449,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$2.01$2.72$0.71
2023Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.52$1.28$0.24
2022Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.76$0.90$0.86
2021Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$2.05$0.83$1.23
2020Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$2.93$0.96$1.97
2019Summary only. Only limited summary data is available for this year.$14.9$0.00$14.9$2.39$0.82$1.57
2018Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$2.68$4.13$1.45
2017Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$11.7$12.6$0.86
2016Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$5.10$1.03$4.07
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$4.15$0.48$3.67
2014Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.76$0.48$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.79$0.00$6.79$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.00$5.94$0.42
2011Summary only. Only limited summary data is available for this year.$5.38$0.00$5.38$0.70$0.40$0.30