Civic Intelligence

The Helix School Foundation

990 • Fiscal year 2020 • EIN 47-3699669

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 11, 2021

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.42x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

27th percentile

-6.0%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$240,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

86th percentile

49%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-0.0%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$383,343

Up $126,723 (+49%) from 2019

Net Assets

Down

-$241,857

Down $89,477 (-59%) from 2019

Liabilities

Up

$625,200

Up $216,200 (+53%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin27th percentile

Revenue

Down

$1,495,840

Down $201 (-0.0%) from 2019

Expenses

Up

$1,585,317

Up $121,476 (+8.3%) from 2019

Net Income

Down

-$89,477

Down $121,677 (-378%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2020

Assets$383,343
Liabilities$625,200
Net Assets-$241,857
Open 2020 Filing

Operations Trend

Revenue Growth48th 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

2020

Revenue$1,495,840
Expenses$1,585,317
Net Income-$89,477
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 11, 2021
Return Version
2019v5.2
Gross Receipts
$1,495,840
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$181,353$172,864▼ $8,489
Cash and Non-Interest-Bearing Accounts$31,013$135,505▲ $104,492
Accounts Receivable$26,595$62,724▲ $36,129
Prepaid Expenses and Deferred Charges$4,250$0▼ $4,250
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-152,380$-241,857▼ $89,477
Total Assets$256,620$383,343▲ $126,723
Other Assets Total$13,409$12,250▼ $1,159
Liabilities
Other Liabilities$9,000$225,200▲ $216,200
Total Liabilities$409,000$625,200▲ $216,200
Net Assets / Fund Balance
Total Net Assets Fund Balance$-152,380$-241,857▼ $89,477
Total Liabilities and Net Assets / Fund Balance$256,620$383,343▲ $126,723

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$170,853$31,956$202,809
Other Land Buildings$2,011$1,293$3,304
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristin SchinellaExecutive DirectorFT$240,000$240,000

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$648,342
Program Service Revenue
$847,494
Investment Income
$4
Other Revenue
$0
All Other Contributions
$648,102
Change in Net Assets
$-89,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,223,039
Other Expenses$362,278
Total Fundraising Expense$115,566
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$696,547$172,631-$869,178
Current Officers, Directors, Trustees, and Key Employees$148,569$49,523$49,523$247,615
Occupancy$137,993$36,798$9,200$183,991
Payroll Taxes$56,459$21,231-$77,690
Fees for Services Other$2,000-$50,000$52,000
Other Expenses$47,249--$47,249
Office Expenses$3,177$23,414$6,344$32,935
Other Employee Benefits$28,556--$28,556
Insurance-$18,273-$18,273
Depreciation Depletion$6,367$1,698$424$8,489
Fees for Services Accounting-$5,663-$5,663
Fees for Services Legal-$4,702-$4,702
Interest-$4,327-$4,327
Information Technology-$3,842-$3,842
Advertising-$689$75$764
Travel-$43-$43
Total Functional Expenses$1,126,917$342,834$115,566$1,585,317
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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
Ppp Loan$216,200
Tuition Deposits$9,000
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 35% controlled entity
No
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, 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 15A

“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 schools 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
2021-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marjorie Mcmorris
Formed
2015
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
21
Volunteers
2

Preparer

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

Additional Explanations

Section 1.263(A)-1(F) De Minimus Safe Harbor Election

“The helix school foundation po box 986 mill valley, ca 94942 employer identification number: 47-3699669 for the year ending july 31, 2020 the helix school foundation is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).”

Raw XML AppendixShowing 400 of 477 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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IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE AMOUNTS IN COLUMN A 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 A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0648342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0803277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0910065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0582352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0647564
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03591600
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0847494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0683848
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0438323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0317816
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0286634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02574115
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt049
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt08907
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt08907
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt03183180
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0518000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0589000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0800100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0514517
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0560918
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02982535
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01495836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01487125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01348388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0900168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0934198
IRS990ScheduleA/Total509Grp/TotalAmt06165715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01495840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01496041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01348420
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0900172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0934198
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06174671
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0170853
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt031956
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0202809
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02011
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01293
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03304
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1216200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TUITION DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PPP LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0172864
IRS990ScheduleD/TotalLiabilityAmt0225200
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 INCLUDES 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
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0240000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KRISTIN SCHINELLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0240000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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 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 SCHOOLS 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/ExplanationTxt5THE HELIX SCHOOL FOUNDATION PO BOX 986 MILL VALLEY, CA 94942 EMPLOYER IDENTIFICATION NUMBER: 47-3699669 FOR THE YEAR ENDING JULY 31, 2020 THE HELIX SCHOOL FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5SECTION 1.263(A)-1(F) DE MINIMUS SAFE HARBOR ELECTION
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,343
Liabilities
$625,200
Net assets
-$241,857
Revenue
$1,495,840
Expenses
$1,585,317
Net income
-$89,477
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