Civic Intelligence

The Helix School Foundation

990 • Fiscal year 2018 • EIN 47-3699669

Aug 01, 2017 to Jul 31, 2018 • Filed on Apr 05, 2019

Organization ProfileWWW.THEHELIXSCHOOL.ORG

View Organization Page

PO Box 986Mill Valley, CA 94942

(415) 569-5056

Siviq Scores

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

Liabilities / Assets

97th percentile

1.63x

Higher debt load relative to assets than 97% of similar nonprofits.

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

Liabilities / Revenue

73rd percentile

0.35x

Higher debt load relative to revenue than 73% of similar nonprofits.

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

Net Margin

27th percentile

-5.3%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

77th percentile

$122,051

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

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

Asset Growth

15th percentile

-9.2%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

88th percentile

50%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$291,420

Down $29,378 (-9.2%) from 2017

Net Assets

Down

-$184,580

Down $71,216 (-63%) from 2017

Liabilities

Up

$476,000

Up $41,838 (+9.6%) from 2017

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin27th percentile

Revenue

Up

$1,348,420

Up $448,854 (+50%) from 2017

Expenses

Up

$1,419,636

Up $312,841 (+28%) from 2017

Net Income

Up

-$71,216

Up $136,013 (+66%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2018

Assets$291,420
Liabilities$476,000
Net Assets-$184,580
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

2018

Revenue$1,348,420
Expenses$1,419,636
Net Income-$71,216
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Apr 5, 2019
Return Version
2017v2.3
Gross Receipts
$1,348,420
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$400,000$400,000→ $0
Land, Buildings, and Equipment, Net$198,331$189,842▼ $8,489
Accounts Receivable$52,307$54,279▲ $1,972
Cash and Non-Interest-Bearing Accounts$57,910$35,049▼ $22,861
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-113,364$-184,580▼ $71,216
Total Assets$320,798$291,420▼ $29,378
Other Assets Total$12,250$12,250→ $0
Liabilities
Deferred Revenue$21,000$55,000▲ $34,000
Other Liabilities$13,162$21,000▲ $7,838
Total Liabilities$434,162$476,000▲ $41,838
Net Assets / Fund Balance
Total Net Assets Fund Balance$-113,364$-184,580▼ $71,216
Total Liabilities and Net Assets / Fund Balance$320,798$291,420▼ $29,378

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$187,171$15,638$202,809
Other Land Buildings$2,671$633$3,304
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joanne ScheinholtzHead of SchoolFT$122,051$122,051

Board Members and Trustees

NameTitle
Marjorie McmorrisPresident/chairman
Chuck MillsVice President
Minja MooreTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$910,065
Program Service Revenue
$438,323
Investment Income
$32
Other Revenue
$0
All Other Contributions
$910,065
Change in Net Assets
$-71,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$713,268
Other Expenses$706,368
Total Fundraising Expense$86,494
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$355,033$278,821$7,000$640,854
Fees for Services Other$254,304$9,020$1,528$264,852
Occupancy$127,251$41,050$18,171$186,472
Office Expenses$5,011$96,480$58,062$159,553
Payroll Taxes$44,857$25,716$884$71,457
Fees for Services Accounting-$23,340-$23,340
Fees for Services Legal-$20,415-$20,415
Insurance-$14,008-$14,008
Depreciation Depletion$5,942$1,698$849$8,489
Conferences and Meetings$105$6,503-$6,608
Information Technology-$4,651-$4,651
Pension Plan Contributions-$635-$635
Other Employee Benefits-$322-$322
Advertising$200--$200
Other Expenses$59--$59
Total Functional Expenses$810,483$522,659$86,494$1,419,636
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Loans from Officers, Directors, Trustees, and Key Employees$400,000$400,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tuition Deposits$21,000
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
No
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, Section B, Line 11B

“The form 990 is provided to the board of directors for review and approval before the form 990 is filed.”

Form 990, Part VI, Section B, Line 12C

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy during the board of directors' meetings.”

Form 990, Part VI, Section B, Line 15

“The organization's top management official is not compensated. The board of directors meet and discuss annually the compensation for the organization's officers and key employees. The board reviews comparable compensation data from other shcools in the san francisco, marin and east bay areas.”

Form 990, Part VI, Section C, Line 18

“The public may contact helix's main office and request copies of the governing documents, policies and financial statements.”

Form 990, Part VI, Section C, Line 19

“The public may contact helix's main office and request copies of the governing documents, policies and financial statements.”

Filing and Contact Details

Filer

Filer Name
The Helix School Foundation
EIN
47-3699669
Phone
4155695056
Address
PO BOX 986, MILL VALLEY, CA 94942

Signing Officer

Name
Marjorie Mcmorris
Title
Director
Phone
4155695056
Signed
2019-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marjorie Mcmorris
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
10
Volunteers
3

Preparer

Firm
Pisenti & Brinker Llp
Address
201 1ST STREET SUITE 208, PETALUMA, CA 94952
Preparer
Raymond Pounds
Phone
7077629900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Educational consultants: program service expenses 243,611. Management and general expenses 5,260. Fundraising expenses 0. Total expenses 248,871. Other: program service expenses 10,693. Management and general expenses 3,760. Fundraising expenses 1,528. Total expenses 15,981.”

Raw XML AppendixShowing 400 of 424 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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IRS990/Desc0THE FOUNDATION OFFERS AN INDIVIDUALIZED INTEGRATED CURRICULUM THAT INCLUDES SPEECH AND LANGUAGE, SOCIAL-EMOTIONAL, SENSORY-MOTOR, LIFE SKILLS, MATH, LANGUAGE ARTS, SCIENCE, SOCIAL STUDIES, ART, AND BEHAVIORAL GOALS, AND/OR ACTIVITIES. THE FOUNDATION USES AND DISTRIBUTES ITS FUNDS TO OPERATE THE SCHOOL.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION OFFERS A SPEAKER SERIES TO EDUCATE THE PUBLIC AND OUR PARENTS ABOUT PROGRAMS THAT WE USE AND FIND BENEFICIAL FOR THE STUDENTS WE SERVE. THE SPEAKER SERIES INTRODUCES THE PUBLIC AND OUR SCHOOL COMMUNITY TO VARIOUS EXPERTS IN THE FIELD OF AUTISM. EDUCATING OUR PARENTS GIVES OUR STUDENTS THE OPPORTUNITY TO CONTINUE TO PRACTICE WHAT THEY LEARN AT SCHOOL AT HOME.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE AMOUNTS IN COLUMN C INCLUDE THE SHORT PERIOD 2015 TAX RETURN OF MARCH 16, 2015 TO JULY 31, 2015 AS WELL AS THE SECOND 2015 TAX RETURN PERIOD OF AUGUST 1, 2015 TO JULY 31, 2016.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, SECTION A & SECTION B, COLUMN C
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0910065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0582352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0647564
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02139981
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0438323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0317816
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0286634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01042773
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt036
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt01307219
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0800100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0514517
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0560918
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01875535
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01348388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0900168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0934198
IRS990ScheduleA/Total509Grp/TotalAmt03182754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01348420
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0900172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0934198
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03182790
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0187171
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt015638
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0202809
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02671
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0633
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03304
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TUITION DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0189842
IRS990ScheduleD/TotalLiabilityAmt021000
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/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
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 MAINTAINS DEMOGRAPHIC INFORMATION REGARDING ALL STAFF AND FACULTY. DEMOGRAPHIC INFORMATION OF THE STUDENT BODY IS NOT MAINTAINED. FINANCIAL ASSISTANCE PROGRAMS AND SCHOLARSHIPS ARE NOT OFFERED AT THIS TIME. THE ORGANIZATION MAINTAINS COPIES OF ALL PUBLICATIONS USED TO SOLICIT NEW STUDENTS AND WILL ADD A NONDISCRIMINATION POLICY TO DONOR SOLICITATIONS FOR FUNDRAISING ACTIVITIES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0400000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0MARJORIE MCMORRIS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0GENERAL OPERATING AND RENOVATION EXPENSES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0400000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FOUNDER/BOARD CHAIR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0400000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY DURING THE BOARD OF DIRECTORS' MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS NOT COMPENSATED. THE BOARD OF DIRECTORS MEET AND DISCUSS ANNUALLY THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE BOARD REVIEWS COMPARABLE COMPENSATION DATA FROM OTHER SHCOOLS IN THE SAN FRANCISCO, MARIN AND EAST BAY AREAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PUBLIC MAY CONTACT HELIX'S MAIN OFFICE AND REQUEST COPIES OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PUBLIC MAY CONTACT HELIX'S MAIN OFFICE AND REQUEST COPIES OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EDUCATIONAL CONSULTANTS: PROGRAM SERVICE EXPENSES 243,611. MANAGEMENT AND GENERAL EXPENSES 5,260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 248,871. OTHER: PROGRAM SERVICE EXPENSES 10,693. MANAGEMENT AND GENERAL EXPENSES 3,760. FUNDRAISING EXPENSES 1,528. TOTAL EXPENSES 15,981.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0320798
IRS990/TotalAssetsEOYAmt0291420
IRS990/TotalAssetsGrp/BOYAmt0320798
IRS990/TotalAssetsGrp/EOYAmt0291420
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0910065
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt086494
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0522659
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0810483
IRS990/TotalFunctionalExpensesGrp/TotalAmt01419636
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0434162
IRS990/TotalLiabilitiesEOYAmt0476000
IRS990/TotalLiabilitiesGrp/BOYAmt0434162
IRS990/TotalLiabilitiesGrp/EOYAmt0476000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-113364
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-184580
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0810483
IRS990/TotalProgramServiceRevenueAmt0438323
IRS990/TotalReportableCompFromOrgAmt0122051
IRS990/TotalRevenueGrp/ExclusionAmt032
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0438323
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01348420
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0320798
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0291420
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 986
IRS990/USAddress/CityNm0MILL VALLEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094942
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.THEHELIXSCHOOL.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARJORIE MCMORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04155695056
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELIX SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELI
ReturnHeader/Filer/EIN0473699669
ReturnHeader/Filer/PhoneNum04155695056

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$291,420
Liabilities
$476,000
Net assets
-$184,580
Revenue
$1,348,420
Expenses
$1,419,636
Net income
-$71,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.93$6.17$0.24$4.22$4.79$0.57
2023Detailed filing. Detailed filing data is available for this year.$6.38$6.05$0.34$4.41$3.87$0.54
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.55$0.20$2.41$2.51$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.45$0.03$2.22$1.95$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.63$0.24$1.50$1.59$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.41$0.15$1.50$1.46$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.48$0.18$1.35$1.42$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.43$0.11$0.90$1.11$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.04$0.09$0.75$0.73$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.07$0.18$0.11$0.07