Helios Heuristic Inc

EIN 87-4733490 • 501(c)3 • Appleton, WI

Profile

Helios Heuristic provides wrap-around direct services to families at the intersection of child welfare domestic violence and substance use Through grant funding we provide these services for low to moderate income families We assist with paperwork transportation completing court ordered objectives finding local resources and housing reaching personal recovery goals procuring basic needs strengthening relationships finding community connecting with legal services and locating appropriate mental health and medical care The services are provided 24 hours a day by people with lived experience in these areas Our coaches go through extensive training and mentorship to help others still entangled in the systems Our goal is to help families achieve recovery under the SAMHSA definition SAMHSA defines recovery as a process of change through which individuals improve their health and wellness live a self-directed life and strive to reach their full potential

601 12 W College Ave Ste 1Appleton, WI 54911

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

-8.5%

Higher net margin than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

$53,471

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 28.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

-41%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

13%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$24,838

Down $17,283 (-41%) from 2023

Liabilities

Down

Down $6,978 (-100%) from 2023

Net Assets

Down

$24,838

Down $10,305 (-29%) from 2023

Operations

Liabilities / Revenue61st percentile Net Margin32nd percentile

Revenue

$190,546

Up $21,753 (+13%) from 2023

Expenses

$206,780

Up $66,712 (+48%) from 2023

Net Income

Down

-$16,234

Down $44,959 (-157%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$24,838

Liabilities$0

Net Assets$24,838

Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$190,546

Expenses$206,780

Net Income-$16,234

Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $24,838
Liabilities: $0
Net assets: $24,838
Revenue: $190,546
Expenses: $206,780
Net income: -$16,234

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.25	$0.00	$0.25	$1.91	$2.07	$0.16
2023Detailed filing. Detailed filing data is available for this year.	$0.42	$0.07	$0.35	$1.69	$1.40	$0.29

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 29, 2025
Return Version: 2024v5.0
Gross Receipts: $190,546

Mission and Program Overview

Mission

Program Services

Description	Grants	Expenses
0	-	-

Compensation and Service Providers

Top Officer Pay98th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Patricia Heffernan	Executive Director	FT	$53,471	-	$53,471
Laura Kuehl	Director	-	$0	-	-
Dustin Kourey	Director	-	$0	-	-
Cathy Thompson	Directortreasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Helios Heuristic Inc
EIN: 87-4733490
Phone: 0000000000
Address: 601 12 W COLLEGE AVE STE 1, APPLETON, WI 54911

Signing Officer

Name: Patricia Heffernan
Title: Executive Director
Phone: 0000000000
Signed: 2025-05-29

Supplemental Narrative

Additional Explanations

Schedule O:

“1.16 Other Expenses: Computer Equipment: $903.32, Payroll Software: $1840.00, Furniture/Equipment: $6190.24, Office Supplies: $3203.45, In-State Mileage Reimbursement: $543.87, Out-of-State Travel/Airfare: $1336.52, Professional Legal & Accounting Fees: $2632.23, Training: $543.71, Conference Registration: $450, Advertising & Public Info: $2887.91, Licenses & Fees: $35.00, Membership & Dues: $189.24, Donations: $425.88, Banking & Merchant Fees: $1384.22, Interest/Finance Charges: $386.33, Direct Client Support (Food, Lodging, Transportation, Basic Needs, etc.): $4868.43 1.20 Other Changes in Net Assets or Fund Balances: There was $6978.14 in payroll liabilities that carried over to 2024, $1098.14 of that was cleared in January. The other has been moved against equity as the IRS and Gusto stated the liabilities were not owed. 2.24 Other Assets: Security Deposit for Rent: $1800.00”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	1.16 Other Expenses: Computer Equipment: $903.32, Payroll Software: $1840.00, Furniture/Equipment: $6190.24, Office Supplies: $3203.45, In-State Mileage Reimbursement: $543.87, Out-of-State Travel/Airfare: $1336.52, Professional Legal & Accounting Fees: $2632.23, Training: $543.71, Conference Registration: $450, Advertising & Public Info: $2887.91, Licenses & Fees: $35.00, Membership & Dues: $189.24, Donations: $425.88, Banking & Merchant Fees: $1384.22, Interest/Finance Charges: $386.33, Direct Client Support (Food, Lodging, Transportation, Basic Needs, etc.): $4868.43 1.20 Other Changes in Net Assets or Fund Balances: There was $6978.14 in payroll liabilities that carried over to 2024, $1098.14 of that was cleared in January. The other has been moved against equity as the IRS and Gusto stated the liabilities were not owed. 2.24 Other Assets: Security Deposit for Rent: $1800.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Schedule O:
ReasonableCauseExplanation/ExplanationTxt	0	Working towards a better financial tracking structure and communication structure with bookkeeper
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
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