Civic Intelligence

The Helix School Foundation

990EZ • Fiscal year 2015 • EIN 47-3699669

Mar 16, 2015 to Jul 31, 2015 • Filed on Jun 13, 2016

4340 Redwood Hwy Ste F136San Rafael, CA 94903

(415) 526-3822

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Assets

$83,510

No earlier filing loaded for comparison.

Net Assets

$69,118

No earlier filing loaded for comparison.

Liabilities

$14,392

No earlier filing loaded for comparison.

Revenue

$181,016

No earlier filing loaded for comparison.

Expenses

$111,898

No earlier filing loaded for comparison.

Net Income

$69,118

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2015: $83,510Liabilities 2015: $14,392Net Assets 2015: $69,1182015Assets 2016: $131,103Liabilities 2016: $37,238Net Assets 2016: $93,8652016Assets 2017: $320,798Liabilities 2017: $434,162Net Assets 2017: -$113,3642017Assets 2018: $291,420Liabilities 2018: $476,000Net Assets 2018: -$184,5802018Assets 2019: $256,620Liabilities 2019: $409,000Net Assets 2019: -$152,3802019Assets 2020: $383,343Liabilities 2020: $625,200Net Assets 2020: -$241,8572020Assets 2021: $474,728Liabilities 2021: $448,740Net Assets 2021: $25,9882021Assets 2022: $352,332Liabilities 2022: $552,816Net Assets 2022: -$200,4842022Assets 2023: $6,384,692Liabilities 2023: $6,049,055Net Assets 2023: $335,6372023Assets 2024: $5,928,816Liabilities 2024: $6,166,055Net Assets 2024: -$237,2392024

Highlighted filing

2015

Assets$83,510
Liabilities$14,392
Net Assets$69,118

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $181,016Expenses 2015: $111,898Net Income 2015: $69,1182015Revenue 2016: $752,850Expenses 2016: $728,103Net Income 2016: $24,7472016Revenue 2017: $899,566Expenses 2017: $1,106,795Net Income 2017: -$207,2292017Revenue 2018: $1,348,420Expenses 2018: $1,419,636Net Income 2018: -$71,2162018Revenue 2019: $1,496,041Expenses 2019: $1,463,841Net Income 2019: $32,2002019Revenue 2020: $1,495,840Expenses 2020: $1,585,317Net Income 2020: -$89,4772020Revenue 2021: $2,215,600Expenses 2021: $1,947,755Net Income 2021: $267,8452021Revenue 2022: $2,413,094Expenses 2022: $2,510,749Net Income 2022: -$97,6552022Revenue 2023: $4,410,089Expenses 2023: $3,873,968Net Income 2023: $536,1212023Revenue 2024: $4,218,964Expenses 2024: $4,791,840Net Income 2024: -$572,8762024

Highlighted filing

2015

Revenue$181,016
Expenses$111,898
Net Income$69,118
Jump To
Filing Snapshot
Filing Period
Mar 16, 2015 to Jul 31, 2015
Signed
Jun 13, 2016
Return Version
2015v2.1
Gross Receipts
$181,016
Mission and Program Overview

Mission

To prepare children on the autism spectrum for a fulfilling future through dynamic relationship-based interdisciplinary education.

The helix school foundation's mission is to provide education and tutoring services to children with autism spectrum disorder.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION PROVIDES EDUCATION AND TUTORING SERVICES TO CHILDREN WITH AUTISM SPECTRUM DISORDER, FOCUSING ON ONE-ON-ONE ACADEMIC SKILLS, SOCIAL BEHAVIORS AND LIFE SKILLS. THE FOUNDATION USES AND DISTRIBUTES ITS FUNDS TO OPERATE THE SCHOOL.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE MCMORRISPresident & Director-$0--
DONNA JAMES HARVEYSecretary & Director-$0--
MINJA MOORETreasurer & Director-$0--
NICOLE HITCHCOCKDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Helix School Foundation
EIN
47-3699669
Phone
4155263822
Address
4340 REDWOOD HWY STE F136, SAN RAFAEL, CA 94903

Signing Officer

Name
Marjorie Mcmorris
Title
Director
Phone
4155263822
Signed
2016-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Pisenti & Brinker Llp
Address
201 FIRST STREET SUITE 208, PETALUMA, CA 94952
Preparer
Raymond Pounds
Phone
7077629900
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: STAFF DEVELOPMENT . Amount: 8,061. Description: PROGRAM SUPPLIES . Amount: 4,885. Description: OFFICE . Amount: 7,079. Description: FEES AND PERMITS . Amount: 850. Description: PAYROLL TAXES AND OTHER FEES . Amount: 6,875. Description: DUES & SUBSCRIPTIONS . Amount: 411. Description: BANK FEES . Amount: 272. Description: RECRUITING. Amount: 792. Description: WEBSITE . Amount: 201. Description: CONFERENCES AND MEETINGS . Amount: 900. Total to Form 990-EZ, line 16: 30,326.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: ACCOUNTS RECEIVABLE . Beg. of Year Amount: 0. End of Year Amount: 25,000.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: CREDIT CARD . Beg. of Year Amount: 0. End of Year Amount: 8,392. Description: TUITION DEPOSITS . Beg. of Year Amount: 0. End of Year Amount: 6,000.

Raw XML Appendix181 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE HITCHCOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER & DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0THE HELIX SCHOOL FOUNDATION'S MISSION IS TO PROVIDE EDUCATION AND TUTORING SERVICES TO CHILDREN WITH AUTISM SPECTRUM DISORDER.
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IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Organization is filing an initial year return, as they began operations on March 16, 2015.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III - LINE 14
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IRS990ScheduleE/DiscriminateRaceOtherActyInd00
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE HELIX SCHOOL DOES NOT HAVE A SOLICITATION OR REGISTRATION PERIOD AS ENROLLMENT IS ONGOING DURING THE YEAR. THE ORGANIZATION DOES REPORT ALL NONDISCRIMINITORY POLICIES ON SCHOOL APPLICATIONS, OUR WEBSITE AND BROCHURES THAT WE USE TO SOLICIT NEW STUDENTS THROUGHOUT THE YEAR.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAINTAIN DEMOGRAPHIC INFORMATION REGARDING ALL STAFF, FACULTY AND STUDENT BODY OR THE DEMOGRAPHIC MAKEUP OF FINANCIAL ASSITANCE PROGRAMS, AS THERE ARE NO SCHOLARSHIPS OFFERED AT THIS TIME. WE DO MAINTAIN COPIES OF ALL PUBLICATIONS THAT WE USE TO SOLICIT NEW STUDENTS AND WILL ADD OUR NONDISCRIMINATION POLICY TO DONOR SOLICITATIONS WHEN WE ENGAGE IN FUNDRAISING ACTIVITIES.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE BOARD WILL BE VOTING TO FINALIZE OUT NONDISCRIMINATION POLICY IN JUNE 2016. THE FINALIZED POLICY WILL INCLUDE: UPDATED BYLAWS TO INCLUDE OUR RACIAL NONDISCRIMINATION POLICY AND AN ACTION PLAN FOR PUBLIC NOTIFICATION OF OUR NONDISCRIMINATION POLICY TO THE CONSTITUENTS WE SOLICIT FOR ENROLLMENT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt3THE HELIX SCHOOL IS A NON-PROFIT SCHOOL, LOCATED IN MARIN COUNTY THAT SERVES CHILDREN ON THE AUTISM SPECTRUM. HELIX'S MISSION IS TO PROVIDE QUALITY, FULLY INDIVIDUALIZED EDUCATION, TAILORED TO THE CHILD'S UNIQUE LEARNING STYLE. HELIX BECAME A NON PROFIT IN MARCH OF 2015. WE ARE STILL A RELATIVELY NEW SCHOOL. WE ARE IN THE PROCESS OF FINALIZING OUR NONDISCRIMINATION POLICY. CURRENTLY, WE INCLUDE A NONDISCRIMINATORY POLICY ON OUR WEBSITE, STUDENT APPLICATION, EMPLOYEE HANDBOOK AND BROCHURES. AT OUR NEXT BOARD MEETING IN JUNE 2016, THE BOARD WILL BE VOTING ON OUR FINALIZED NONDISCRIMINATORY POLICY. THE FOLLOWING NONDISCRIMINATORY POLICY APPEARS IN BUT IS NOT LIMITED TO, OUR WEBSITE, BROCHURES, ENROLLMENT APPLICATIONS: "THE HELIX SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, DISABILITY, SEXUAL ORIENTATION, MARITAL STATUS, GENDER, AGE, AND NATIONAL OR ETHNIC ORIGIN AND GRANTS TO THEM ALL THE PRIVILEGES, PROGRAMS, AND ACTIVITIES MADE AVAILABLE AT THE SCHOOL." THE HELIX SCHOOL DOES NOT DISCRITMINATE IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, FINANCIAL ASSISTANCE, AND OTHER SCHOOL ADMINISTERED PROGRAMS. THE FOLLOWING LANGUAGE IS ON OUR EMPLOYMENT APPLICATION FORM AND WILL BE ADDED IN THE 2016-17 EMPLOYEE HANDBOOK: "THE HELIX SCHOOL IS AN EQUAL OPPORTUNITY EMPLOYER, AND DOES NOT DISCRIMIATE ON THE BASIS OF RACE, COLOR, RELIGION, GENDER, NATIONAL ORIGIN, AGE, MILITARY SERVICE ELIGIBILITY, VETERANS STATUS, SEXUAL ORIENTATION, MARITAL STATUS, DISABILITY OR ANY OTHER CHARACTERISTIC PROTECTED BY FEDERAL, STATE OR LOCAL LAW."
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Part I, Line 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Part I, Line 7
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: STAFF DEVELOPMENT . Amount: 8,061. Description: PROGRAM SUPPLIES . Amount: 4,885. Description: OFFICE . Amount: 7,079. Description: FEES AND PERMITS . Amount: 850. Description: PAYROLL TAXES AND OTHER FEES . Amount: 6,875. Description: DUES & SUBSCRIPTIONS . Amount: 411. Description: BANK FEES . Amount: 272. Description: RECRUITING. Amount: 792. Description: WEBSITE . Amount: 201. Description: CONFERENCES AND MEETINGS . Amount: 900. Total to Form 990-EZ, line 16: 30,326.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: ACCOUNTS RECEIVABLE . Beg. of Year Amount: 0. End of Year Amount: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: CREDIT CARD . Beg. of Year Amount: 0. End of Year Amount: 8,392. Description: TUITION DEPOSITS . Beg. of Year Amount: 0. End of Year Amount: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARJORIE MCMORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04155263822
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELIX SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELI
ReturnHeader/Filer/EIN0473699669
ReturnHeader/Filer/PhoneNum04155263822
ReturnHeader/Filer/USAddress/AddressLine1Txt04340 REDWOOD HWY STE F136
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094903
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941585562
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PISENTI & BRINKER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 FIRST STREET SUITE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PETALUMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094952
ReturnHeader/PreparerPersonGrp/PhoneNum07077629900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND POUNDS
ReturnHeader/ReturnTs02016-06-15T12:20:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-03-16
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02015

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