Civic Intelligence

The Helis Foundation

990T • Fiscal year 2020 • EIN 72-6020536

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 22, 2021

Organization Profile
201 St Charles Avenue Suite 2600New Orleans, LA 70170

(504) 523-1831

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

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.

$100M$50M$0Assets 2011: $41,624,504Liabilities 2011: $6,9282011Assets 2012: $42,481,918Liabilities 2012: $02012Assets 2013: $43,109,325Liabilities 2013: $85,0002013Assets 2014: $75,977,654Liabilities 2014: $44,9472014Assets 2015: $76,961,895Liabilities 2015: $661,3202015Assets 2019: $77,911,013Liabilities 2019: $688,2142019Assets 2020: $76,118,135Liabilities 2020: $525,000Net Assets 2020: $75,593,1352020Assets 2021: $82,452,116Liabilities 2021: $1,210,772Net Assets 2021: $81,241,3442021Assets 2022: $84,698,853Liabilities 2022: $1,820,000Net Assets 2022: $82,878,8532022Assets 2023: $82,370,168Liabilities 2023: $1,640,0002023Assets 2024: $82,984,093Liabilities 2024: $1,125,000Net Assets 2024: $81,859,0932024

Latest loaded filing

2024

Assets$82,984,093
Liabilities$1,125,000
Net Assets$81,859,093
Open 2024 Filing

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $1,076,593Expenses 2011: $2,035,952Net Income 2011: -$959,3592011Revenue 2012: $2,743,251Expenses 2012: $1,878,909Net Income 2012: $864,3422012Revenue 2013: $35,324,128Expenses 2013: $2,834,102Net Income 2013: $32,490,0262013Revenue 2014: $3,647,237Expenses 2014: $2,684,704Net Income 2014: $962,5332014Revenue 2015: $3,241,447Expenses 2015: $3,198,579Net Income 2015: $42,8682015Revenue 2019: $6,044,881Expenses 2019: $3,659,715Net Income 2019: $2,385,1662019Revenue 2020: $2,099,307Expenses 2020: $3,728,971Net Income 2020: -$1,629,6642020Revenue 2021: $9,512,976Expenses 2021: $3,864,767Net Income 2021: $5,648,2092021Revenue 2022: $5,122,350Expenses 2022: $3,484,841Net Income 2022: $1,637,5092022Revenue 2023: $1,378,966Expenses 2023: $3,527,651Net Income 2023: -$2,148,6852023Revenue 2024: $4,825,901Expenses 2024: $3,696,976Net Income 2024: $1,128,9252024

Latest loaded filing

2024

Revenue$4,825,901
Expenses$3,696,976
Net Income$1,128,925
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 22, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
The Helis Foundation
EIN
72-6020536
In Care Of
% MICHAEL F SCHOTT
Phone
5045231831
Address
201 St Charles Avenue Suite 2600, New Orleans, LA 70170

Signing Officer

Name
Michael Schott
Title
Vice President
Phone
5045231831
Signed
2021-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
301 Main Street Suite 2150, Baton Rouge, LA 70801
Preparer
Ryan B Hooks
Phone
2253444000
Raw XML Appendix92 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.

Path#Value
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL F SCHOTT
IRS990T/BooksInCareOfDetail/PhoneNum05045231831
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 ST CHARLES AVE SUITE 2600
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW ORLEANS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd070170
IRS990T/BookValueAssetsEOYAmt076118135
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0true
IRS990T/ForeignCountryCd0CJ
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt03
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt018775
IRS990T/OverpaymentSection/OverpaymentAmt018775
IRS990T/PriorYearOverpaymentCreditAmt018775
IRS990TScheduleA/OtherDeductionsAmt05042
IRS990TScheduleA/OtherDeductionsAmt119958
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/PrincipalBusinessActivityCd1900099
IRS990TScheduleA/PrincipalBusinessActivityCd2900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceReferenceNum23
IRS990TScheduleA/SequenceTotalNum03
IRS990TScheduleA/SequenceTotalNum13
IRS990TScheduleA/SequenceTotalNum23
IRS990TScheduleA/TaxesAndLicensesAmt0505
IRS990TScheduleA/TaxesAndLicensesAmt1590
IRS990TScheduleA/TotalDeductionsAmt05547
IRS990TScheduleA/TotalDeductionsAmt120548
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt05547
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-339
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt2-44460
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt05547
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-339
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt2-44460
IRS990TScheduleA/TotUnrltTrdBusIncmAmt05547
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1-339
IRS990TScheduleA/TotUnrltTrdBusIncmAmt2-44460
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TradeOrBusinessDesc0CAPITAL DYNAMICS MID-MKT - PARTNERSHIP PASS-THRU INVESTMENT INTERESTS
IRS990TScheduleA/TradeOrBusinessDesc1HRJ GLOBAL BUYOUT - PARTNERSHIP PASS-THRU INVESTMENT INTERESTS
IRS990TScheduleA/TradeOrBusinessDesc2PORTFOLIO ADVISORS - PARTNERSHIP PASS-THRU INVESTMENT INTERESTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-339
IRS990TScheduleA/UBIBeforeNOLDedAmt1-65008
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-339
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-65008
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalPaymentsAmt018775
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SCHOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum05045231831
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-22
ReturnHeader/DisasterReliefTxt0HURRICANE IDA
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Helis Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HELI
ReturnHeader/Filer/EIN0726020536
ReturnHeader/Filer/InCareOfNm0% MICHAEL F SCHOTT
ReturnHeader/Filer/PhoneNum05045231831
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 St Charles Avenue Suite 2600
ReturnHeader/Filer/USAddress/CityNm0New Orleans
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070170
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 Main Street Suite 2150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baton Rouge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070801
ReturnHeader/PreparerPersonGrp/PhoneNum02253444000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ryan B Hooks
ReturnHeader/ReturnTs02021-12-23T12:39:50-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHOTT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83.0$1.13$81.9$4.83$3.70$1.13
2023Summary only. Only limited summary data is available for this year.$82.4$1.64$1.38$3.53$2.15
2022Detailed filing. Detailed filing data is available for this year.$84.7$1.82$82.9$5.12$3.48$1.64
2021Detailed filing. Detailed filing data is available for this year.$82.5$1.21$81.2$9.51$3.86$5.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.1$0.53$75.6$2.10$3.73$1.63
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$77.9$0.69$6.04$3.66$2.39
2015Summary only. Only limited summary data is available for this year.$77.0$0.66$3.24$3.20$0.04
2014Summary only. Only limited summary data is available for this year.$76.0$0.04$3.65$2.68$0.96
2013Summary only. Only limited summary data is available for this year.$43.1$0.09$35.3$2.83$32.5
2012Summary only. Only limited summary data is available for this year.$42.5$0.00$2.74$1.88$0.86
2011Summary only. Only limited summary data is available for this year.$41.6$0.01$1.08$2.04$0.96