Civic Intelligence

Community Christian Academy

990 • Fiscal year 2018 • EIN 47-1810525

Aug 01, 2017 to Jul 31, 2018 • Filed on Jun 04, 2019

4706 Park Center NELacey, WA 98516

(360) 493-2223

Siviq Scores

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

Liabilities / Assets

95th percentile

1.32x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.64x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

64th percentile

9.0%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

46th percentile

$55,055

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

97th percentile

135%

Faster asset growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,769,035

Up $1,015,970 (+135%) from 2017

Net Assets

Up

-$569,667

Up $327,189 (+36%) from 2017

Liabilities

Up

$2,338,702

Up $688,781 (+42%) from 2017

Revenue

Up

$3,652,518

Up $458,415 (+14%) from 2017

Expenses

Up

$3,325,329

Up $53,328 (+1.6%) from 2017

Net Income

Up

$327,189

Up $405,087 (+520%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $480,814Liabilities 2011: $909,695Net Assets 2011: -$428,8812011Assets 2012: $437,757Liabilities 2012: $905,709Net Assets 2012: -$467,9522012Assets 2013: $488,147Liabilities 2013: $1,126,303Net Assets 2013: -$638,1562013Assets 2014: $506,259Liabilities 2014: $1,047,777Net Assets 2014: -$541,5182014Assets 2015: $533,496Liabilities 2015: $1,320,880Net Assets 2015: -$787,3842015Assets 2016: $538,270Liabilities 2016: $1,357,228Net Assets 2016: -$818,9582016Assets 2017: $753,065Liabilities 2017: $1,649,921Net Assets 2017: -$896,8562017Assets 2018: $1,769,035Liabilities 2018: $2,338,702Net Assets 2018: -$569,6672018Assets 2019: $1,820,874Liabilities 2019: $2,381,875Net Assets 2019: -$561,0012019Assets 2020: $2,057,860Liabilities 2020: $2,620,523Net Assets 2020: -$562,6632020Assets 2021: $3,524,202Liabilities 2021: $3,346,917Net Assets 2021: $177,2852021Assets 2022: $4,601,648Liabilities 2022: $4,152,535Net Assets 2022: $449,1132022Assets 2023: $4,992,006Liabilities 2023: $4,632,832Net Assets 2023: $359,1742023Assets 2024: $5,243,026Liabilities 2024: $4,084,295Net Assets 2024: $1,158,7312024

Highlighted filing

2018

Assets$1,769,035
Liabilities$2,338,702
Net Assets-$569,667

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,556,258Expenses 2011: $3,595,757Net Income 2011: -$39,4992011Revenue 2012: $3,509,321Expenses 2012: $3,548,392Net Income 2012: -$39,0712012Revenue 2013: $3,116,087Expenses 2013: $3,286,291Net Income 2013: -$170,2042013Revenue 2014: $3,637,367Expenses 2014: $3,540,729Net Income 2014: $96,6382014Revenue 2015: $3,369,858Expenses 2015: $3,615,724Net Income 2015: -$245,8662015Revenue 2016: $3,712,205Expenses 2016: $3,743,779Net Income 2016: -$31,5742016Revenue 2017: $3,194,103Expenses 2017: $3,272,001Net Income 2017: -$77,8982017Revenue 2018: $3,652,518Expenses 2018: $3,325,329Net Income 2018: $327,1892018Revenue 2019: $3,645,399Expenses 2019: $3,636,733Net Income 2019: $8,6662019Revenue 2020: $3,684,285Expenses 2020: $3,685,947Net Income 2020: -$1,6622020Revenue 2021: $3,478,167Expenses 2021: $2,832,587Net Income 2021: $645,5802021Revenue 2022: $4,361,026Expenses 2022: $4,089,198Net Income 2022: $271,8282022Revenue 2023: $4,605,976Expenses 2023: $4,720,324Net Income 2023: -$114,3482023Revenue 2024: $6,371,722Expenses 2024: $5,572,165Net Income 2024: $799,5572024

Highlighted filing

2018

Revenue$3,652,518
Expenses$3,325,329
Net Income$327,189
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jun 4, 2019
Return Version
2017v2.3
Gross Receipts
$3,785,322
Mission and Program Overview

Mission

It is the mission of Community Christian Academy to prepare students to impact their world for Christ by equipping them with a sound education, by empowering them with a biblical worldview, and by inspiring them through godly leadership.

Provide christian school education committed to a program that inspires students to pursue excellence in moral character, academics and servant leadership to others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$157,706$937,607▲ $779,901
Savings and Temporary Cash Investments$234,297$457,939▲ $223,642
Land, Buildings, and Equipment, Net$346,417$331,282▼ $15,135
Loans From Officers Directors$265,995$240,372▼ $25,623
Cash and Non-Interest-Bearing Accounts$11,675$39,997▲ $28,322
Inventories for Sale or Use$2,970$2,210▼ $760
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-896,856$-569,667▲ $327,189
Total Assets$753,065$1,769,035▲ $1,015,970
Liabilities
Deferred Revenue$687,685$1,400,046▲ $712,361
Accounts Payable and Accrued Expenses$696,241$698,284▲ $2,043
Total Liabilities$1,649,921$2,338,702▲ $688,781
Net Assets / Fund Balance
Total Net Assets Fund Balance$-896,856$-569,667▲ $327,189
Total Liabilities and Net Assets / Fund Balance$753,065$1,769,035▲ $1,015,970

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$328,375$190,805$519,180
Equipment$2,907$194,296$197,203
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Terry KetchumVoting High School PrincipalFT$55,055$55,055
Kimberly DeleonVoting Preschool Director/principalFT$55,044$55,044
Larry WeberFormer Voting Administrative StaffFT$29,772$29,772
Richard GrahamFormer Voting Elementary PrincipalFT$27,330$27,330

Board Members and Trustees

NameTitle
Robert HelstromFormer President/board Chair
Jenna KearnsPresident/board Chair
Elliott HedinVice-chair/board Member
Ben PhillipsBoard Member
Alan MooreFormer Board Member
Brian HelstromFormer Board Member
Darvin BarnesFormer Board Member
Phillip HarrisFormer Board Member
Yvonne HelstromFormer Secretary/board Member
Karl MeierFormer Treasurer/board Member
Michael MontgomerySecretary/board Member
Mike MichaelTreasurer/board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$186,657
Program Service Revenue
$3,372,228
Investment Income
$45
Other Revenue
$93,588
All Other Contributions
$186,657
Change in Net Assets
$327,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,737,371
Other Expenses$1,175,597
Grants and Similar Amounts Paid$412,361
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,737,371--$1,737,371
Occupancy$688,097--$688,097
Grants to Domestic Individuals$412,361--$412,361
All Other Expenses$81,589--$81,589
Office Expenses$35,335--$35,335
Other Expenses$34,430--$34,430
Information Technology$29,806--$29,806
Fees for Services Other$28,767--$28,767
Insurance$22,884--$22,884
Travel$17,216--$17,216
Interest$16,850--$16,850
Depreciation Depletion$15,136--$15,136
Advertising$5,591--$5,591
Total Functional Expenses$3,325,329$0$0$3,325,329
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$194,982
Fundraising Direct Expenses$132,804
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundraising Dinner & Auction$194,982$194,982$132,804$62,178
Total Events$194,982$194,982$132,804$62,178
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jae GrahamFormer Board Member Is Foundation ManagerFoundation Leases the School Campus and Facilities to the Organization.No$524,493
Kari L MeierSpouse of a Former Board MemberReceived Compensation as an Employee of the Organization.No$32,392
-Spouse of Board MemberReceived Compensation as an Employee of the Organization.No$30,661
Kathleen KetchumSpouse of Former Board MemberReceived Compensation as an Employee of the Organization.No$15,061

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$265,995$240,372▼ $25,623
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
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 A, Line 2

Robert helstrom, former president/board chair and yvonne helstrom, former secretary/board member are married. Robert helstrom, former president/board chair is the father-in-law of karl meier, former treasurer/board member. Yvonne helstrom, former secretary/board member is the mother-in-law of karl meier, former treasurer/board member.

Form 990, Part VI, Section A, Line 7A

Organized as a non-stock and non-profit entity without members.

Form 990, Part VI, Section A, Line 7A

The governing body is a board of directors which elects its members.

Form 990, Part VI, Section A, Line 8A

The organization does not always contemporaneously document in writing the meetings and actions undertaken by the governing body.

Form 990, Part VI, Section A, Line 8B

The organization does not always contemporaneously document in writing the meetings and actions undertaken by each committee with authority to act on behalf of the governing body.

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

A copy of form 990 was not made available to all members of its governing body. It was reviewed by the president/board chair and treasurer/board member before filing.

Form 990, Part VI, Section B, Line 15

School's top management official is superintendent. No employee meets definition of key employee. School has a budget and an application process for paid positions. Comparable wage data is reviewed however since ministry is important to the school and the staff, all staff understand that their pay is below the mid range salaries at other educational institutions.

Form 990, Part VI, Section C, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Community Christian Academy
EIN
47-1810525
Phone
3604932223
Address
4706 PARK CENTER NE, LACEY, WA 98516
Doing Business As
Northwest Christian Schools

Signing Officer

Name
Jenna Kearns
Title
Board Chair
Phone
3604932223
Signed
2019-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenna Kearns
Formed
1998
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
3
Employees
105
Volunteers
100

Preparer

Firm
Straderhallett Ps
Address
5209 CORPORATE CENTER CT SE, LACEY, WA 98503
Preparer
Phillip a Hall Cpaabvcgma Cma
Phone
3604562100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Extra curricular sports: program service expenses 34,070. Management and general expenses 0. Fundraising expenses 0. Total expenses 34,070. Tuition expense: program service expenses 17,857. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,857. Field trip expenses: program service expenses 15,615. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,615. Telephone: program service expenses 11,151. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,151. Bank service charge: program service expenses 2,135. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,135. Other: program service expenses 761. Management and general expenses 0. Fundraising expenses 0. Total expenses 761.

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IRS990/Form990PartVIISectionAGrp/TitleTxt10FORMER BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11FORMER TREASURER/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12FORMER BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13FORMER SECRETARY/BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14FORMER BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15FORMER BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0132804
IRS990/FundraisingGrossIncomeAmt0194982
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0412361
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0412361
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0412361
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03785322
IRS990/GrossRentsGrp/RealAmt031410
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt029806
IRS990/InformationTechnologyGrp/TotalAmt029806
IRS990/InsuranceGrp/ProgramServicesAmt022884
IRS990/InsuranceGrp/TotalAmt022884
IRS990/InterestGrp/ProgramServicesAmt016850
IRS990/InterestGrp/TotalAmt016850
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02970
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02210
IRS990/InvestmentIncomeGrp/ExclusionAmt045
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt045
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0385101
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0346417
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0331282
IRS990/LandBldgEquipCostOrOtherBssAmt0716383
IRS990/LegalDomicileStateCd0WA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0265995
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0240372
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0IT IS THE MISSION OF COMMUNITY CHRISTIAN ACADEMY TO PREPARE STUDENTS TO IMPACT THEIR WORLD FOR CHRIST BY EQUIPPING THEM WITH A SOUND EDUCATION, BY EMPOWERING THEM WITH A BIBLICAL WORLDVIEW, AND BY INSPIRING THEM THROUGH GODLY LEADERSHIP.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-896856
IRS990/NetAssetsOrFundBalancesEOYAmt0-569667
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt062178
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt062178
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt031410
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt031410
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0688097
IRS990/OccupancyGrp/TotalAmt0688097
IRS990/OfficeExpensesGrp/ProgramServicesAmt035335
IRS990/OfficeExpensesGrp/TotalAmt035335
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CUSTODIAN EXPENSE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc2KITCHEN EXPENSES
IRS990/OtherExpensesGrp/Desc3CURRICULUM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0105724
IRS990/OtherExpensesGrp/ProgramServicesAmt149588
IRS990/OtherExpensesGrp/ProgramServicesAmt244584
IRS990/OtherExpensesGrp/ProgramServicesAmt334430
IRS990/OtherExpensesGrp/TotalAmt0105724
IRS990/OtherExpensesGrp/TotalAmt149588
IRS990/OtherExpensesGrp/TotalAmt244584
IRS990/OtherExpensesGrp/TotalAmt334430
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01737371
IRS990/OtherSalariesAndWagesGrp/TotalAmt01737371
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNA KEARNS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1624410
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL TUITION FEES
IRS990/ProgramServiceRevenueGrp/Desc1DAY CARE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02938064
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1434164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02938064
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1434164
IRS990/ProgSrvcAccomActy2Grp/Desc0DAY CARE FOR 67 CHILDREN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0344525
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0434164
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0123266
IRS990/PYContributionsGrantsAmt0161462
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0337543
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01206195
IRS990/PYOtherRevenueAmt044823
IRS990/PYProgramServiceRevenueAmt02987818
IRS990/PYRevenuesLessExpensesAmt0-77898
IRS990/PYSalariesCompEmpBnftPaidAmt01604997
IRS990/PYTotalExpensesAmt03272001
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03194103
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd00
IRS990/ReconcilationRevenueExpnssAmt0327189
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt031410
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02938064
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-896856
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-569667
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0234297
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0457939
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02907
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0194296
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0197203
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0328375
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0190805
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0519180
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0331282
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL INCLUDES A RACIALLY NONDISCRIMINATORY POLICY STATEMENT AS TO STUDENTS IN ALL ITS PRINT AND ELECTRONIC MATERIALS, BROCHURES AND CATALOGUES DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. THE SCHOOL INCLUDES A REFERENCE TO ITS RACIALLY NONDISCRIMINATORY POLICY IN OTHER WRITTEN ADVERTISEMENTS USED TO INFORM THE GENERAL PUBLIC AND PROSPECTIVE STUDENTS OF THEIR PROGRAMS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0132804
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL FUNDRAISING DINNER & AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0194982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0194982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0194982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0194982
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt062178
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0132804
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0132804
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0412361
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT FINANCIAL ASSISTANCE (TUITION REDUCTION)
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt081
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION GRANTS FINANCIAL ASSISTANCE TO QUALIFYING STUDENTS IN THE FORM OF TUITION REDUCTION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SEE ATTACHED POLICIES ON TUITION ASSISTANCE AND SCHOLARSHIP AND DISCOUNTS.
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0THE HELSTROM FOUNDATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KARI L MEIER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1JAE GRAHAM
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2KATHLEEN KETCHUM
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SPOUSE OF A FORMER BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1FORMER BOARD MEMBER IS FOUNDATION MANAGER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SPOUSE OF FORMER BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3SPOUSE OF BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd30
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt032392
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1524493
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt215061
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt330661
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RECEIVED COMPENSATION AS AN EMPLOYEE OF THE ORGANIZATION.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1FOUNDATION LEASES THE SCHOOL CAMPUS AND FACILITIES TO THE ORGANIZATION.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2RECEIVED COMPENSATION AS AN EMPLOYEE OF THE ORGANIZATION.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3RECEIVED COMPENSATION AS AN EMPLOYEE OF THE ORGANIZATION.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0240372
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0THE HELSTROM CHARITABLE REMAINDER UNITRUST
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0PROVIDE CAPITAL FOR OPERATIONS AND/OR ASSET ACQUISITIONS.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0245199

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.24$4.08$1.16$6.37$5.57$0.80
2023Detailed filing. Detailed filing data is available for this year.$4.99$4.63$0.36$4.61$4.72$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.60$4.15$0.45$4.36$4.09$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.52$3.35$0.18$3.48$2.83$0.65
2020Detailed filing. Detailed filing data is available for this year.$2.06$2.62$0.56$3.68$3.69$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.82$2.38$0.56$3.65$3.64$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.77$2.34$0.57$3.65$3.33$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.75$1.65$0.90$3.19$3.27$0.08
2016Summary only. Only limited summary data is available for this year.$0.54$1.36$0.82$3.71$3.74$0.03
2015Summary only. Only limited summary data is available for this year.$0.53$1.32$0.79$3.37$3.62$0.25
2014Summary only. Only limited summary data is available for this year.$0.51$1.05$0.54$3.64$3.54$0.10
2013Summary only. Only limited summary data is available for this year.$0.49$1.13$0.64$3.12$3.29$0.17
2012Summary only. Only limited summary data is available for this year.$0.44$0.91$0.47$3.51$3.55$0.04
2011Summary only. Only limited summary data is available for this year.$0.48$0.91$0.43$3.56$3.60$0.04