Civic Intelligence

Helix Charter High School

990 • Fiscal year 2015 • EIN 90-0006117

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 23, 2015

Organization Profilewww.helixcharter.net

View Organization Page

7323 University AveLA Mesa, CA 91941

(619) 447-6707

Siviq Scores

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

Liabilities / Assets

34th percentile

0.10x

Higher debt load relative to assets than 34% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

37th percentile

0.2%

Higher net margin than 37% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$148,382

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

58th percentile

3.0%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

55th percentile

5.2%

Faster revenue growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$6,791,052

Up $199,841 (+3.0%) from 2014

Net Assets

Up

$6,123,538

Up $34,478 (+0.6%) from 2014

Liabilities

Up

$667,514

Up $165,363 (+33%) from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin37th percentile

Revenue

Up

$20,821,145

Up $1,021,265 (+5.2%) from 2014

Expenses

Up

$20,775,759

Up $926,406 (+4.7%) from 2014

Net Income

Up

$45,386

Up $94,859 (+192%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$30M$20M$10M$0Assets 2011: $7,486,887Liabilities 2011: $1,098,049Net Assets 2011: $6,388,8382011Assets 2012: $7,043,130Liabilities 2012: $436,839Net Assets 2012: $6,606,2912012Assets 2013: $6,831,047Liabilities 2013: $697,435Net Assets 2013: $6,133,6122013Assets 2014: $6,591,211Liabilities 2014: $502,151Net Assets 2014: $6,089,0602014Assets 2015: $6,791,052Liabilities 2015: $667,514Net Assets 2015: $6,123,5382015Assets 2016: $8,870,216Liabilities 2016: $1,050,911Net Assets 2016: $7,819,3052016Assets 2017: $10,373,669Liabilities 2017: $1,066,921Net Assets 2017: $9,306,7482017Assets 2018: $10,667,749Liabilities 2018: $1,172,081Net Assets 2018: $9,495,6682018Assets 2019: $10,702,077Liabilities 2019: $629,470Net Assets 2019: $10,072,6072019Assets 2020: $11,137,161Liabilities 2020: $651,468Net Assets 2020: $10,485,6932020Assets 2021: $15,927,593Liabilities 2021: $604,437Net Assets 2021: $15,323,1562021Assets 2022: $17,662,982Liabilities 2022: $2,095,985Net Assets 2022: $15,566,9972022Assets 2023: $23,124,354Liabilities 2023: $6,107,211Net Assets 2023: $17,017,1432023Assets 2024: $23,247,726Liabilities 2024: $4,413,101Net Assets 2024: $18,834,6252024

Highlighted filing

2015

Assets$6,791,052
Liabilities$667,514
Net Assets$6,123,538
Open 2015 Filing

Operations Trend

Revenue Growth55th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $17,450,324Expenses 2011: $17,447,855Net Income 2011: $2,4692011Revenue 2012: $18,233,104Expenses 2012: $18,015,651Net Income 2012: $217,4532012Expenses 2013: $18,580,3122013Revenue 2014: $19,799,880Expenses 2014: $19,849,353Net Income 2014: -$49,4732014Revenue 2015: $20,821,145Expenses 2015: $20,775,759Net Income 2015: $45,3862015Revenue 2016: $24,915,799Expenses 2016: $23,254,308Net Income 2016: $1,661,4912016Revenue 2017: $26,903,122Expenses 2017: $25,445,632Net Income 2017: $1,457,4902017Revenue 2018: $26,569,777Expenses 2018: $26,380,857Net Income 2018: $188,9202018Revenue 2019: $29,761,494Expenses 2019: $29,592,461Net Income 2019: $169,0332019Revenue 2020: $28,671,567Expenses 2020: $27,766,343Net Income 2020: $905,2242020Revenue 2021: $32,069,367Expenses 2021: $27,298,220Net Income 2021: $4,771,1472021Revenue 2022: $32,509,812Expenses 2022: $31,879,673Net Income 2022: $630,1392022Revenue 2023: $36,793,179Expenses 2023: $35,343,033Net Income 2023: $1,450,1462023Revenue 2024: $43,199,224Expenses 2024: $41,381,743Net Income 2024: $1,817,4812024

Highlighted filing

2015

Revenue$20,821,145
Expenses$20,775,759
Net Income$45,386
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 23, 2015
Return Version
2014v6.0
Gross Receipts
$20,821,145
Mission and Program Overview

Mission

Provides a comprehensive education that prepares all students to graduate college-ready and equipped to reach their personal and academic potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,311,405$5,274,271▲ $962,866
Accounts Receivable$1,904,425$1,197,145▼ $707,280
Land, Buildings, and Equipment, Net$320,319$252,220▼ $68,099
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$6,591,211$6,791,052▲ $199,841
Other Assets Total$55,062$67,416▲ $12,354
Liabilities
Accounts Payable and Accrued Expenses$502,151$338,738▼ $163,413
Other Liabilities$0$328,776▲ $328,776
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$502,151$667,514▲ $165,363
Net Assets / Fund Balance
Unrestricted Net Assets$5,689,970$5,884,468▲ $194,498
Temporarily Rstr Net Assets$399,090$239,070▼ $160,020
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$6,089,060$6,123,538▲ $34,478
Total Liabilities and Net Assets / Fund Balance$6,591,211$6,791,052▲ $199,841

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$24,289$291,234-
Equipment$84,856$1,367,642-
Leasehold Improvements$143,075$990,188-
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dr Michael LewisExecutive DirectorFT$148,382$148,382
Daniel BaitsTeacherPT$134,507$134,507
Jeffrey BabbitTeacherPT$128,567$128,567
Kevin OsborneGrade Level PrincipalFT$128,138$128,138
Damon T ChaseGrade Level PrincipalFT$119,328$119,328
Elena M SmithPrincipalFT$119,328$119,328
Paula a TrevinoPrincipalFT$119,328$119,328
James CarrollTeacherPT$109,990$109,990
Anita WeemsBusiness ManagerFT$105,190$105,190
Michael EwingTechnology SpecialistFT$100,560$100,560

Board Members and Trustees

NameTitle
Richard SuttonBoard Chairman
Michael RiedBoard Vice Chairman
Peggy CrabtreeClassified Member/secretary
Elizabeth BergCommunity Member
Jon HaymanCommunity Member
Sharon JenkinsCommunity Member
Susan PerkinsParent Member
David YeagerParent Representitive
Lauren GillihanPtsa Representitive Member
Revenue and Support

Revenue Composition

Contributions and Grants
$20,795,268
Program Service Revenue
$0
Investment Income
$16,471
Other Revenue
$9,406
All Other Contributions
$31,059
Change in Net Assets
$45,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,821,145
Total Revenue per Audited Statements
$20,821,145
Total Revenue per Form 990
$20,821,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$15,780,404
Other Expenses$4,995,355
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,250,272$2,780,992-$11,031,264
Fees for Services Other$2,476,846$619,211-$3,096,057
Other Employee Benefits$1,468,968$489,656-$1,958,624
Current Officers, Directors, Trustees, and Key Employees$1,010,556$252,639$0$1,263,195
Pension Plan Contributions$845,290$285,756-$1,131,046
Occupancy$564,933$141,233-$706,166
Payroll Taxes$297,206$99,069-$396,275
Depreciation Depletion$100,271$25,068-$125,339
Insurance-$65,987-$65,987
Travel$31,726$7,932-$39,658
Other Expenses$67,290$28,633-$28,633
All Other Expenses$12,500$4,651-$17,151
Total Functional Expenses$15,802,314$4,973,445$0$20,775,759

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,775,759
Total Expenses per Audited Statements$20,775,759
Total Expenses per Form 990$20,775,759
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$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accounts Payable to Student Groups$328,776
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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
Filing and Contact Details

Filer

Filer Name
Helix Charter High School
EIN
90-0006117
In Care Of
% ANITA WEEMS
Phone
6194476707
Address
7323 UNIVERSITY AVE, LA MESA, CA 91941

Signing Officer

Name
Dr Michael Lewis Phd
Title
Executive Director
Phone
6194476700
Signed
2015-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Lewis
Formed
2008
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
6
Employees
346
Volunteers
99

Preparer

Firm
Wilkinson Hadley King & Co Llp
Address
218 W DOUGLAS AVENUE, EL CAJON, CA 92020
Preparer
P Robert Wilkinson CPA
Phone
6194476700
Supplemental Narrative

Additional Explanations

Process Used to Review the 990

“The 990 is reviewed by the business manager.”

Conflict of Interest Policy

“All conflict of interest forms are monitored and reviewed by the hr department. Key employees file the 700 report.”

Compensation

“The board reviews and approves compensation for management”

Asc 958

“Financial statement presentation follows the reccommendations of the financial accounting standards board in it's accounting standards codification (asc) no.958, financial statements of not-for-profit organizations. Under asc 958, the school is required to report information regarding it's financial statement position”

Public Availability

“Form 990 is made available in the business office during normal business hours.”

Prior Period Adjustment

“There were prior period adjustments in the amount of $10,908 as the auditors made adjustments to prior period audit.”

Form 990 Part IX Line 11G

“Description:professional consultants total fees:3096057”

Financial Statement Notes

Uncertain Tax Provisions

“The school follows provisions of unceratin tax positions as addressed in asc 958. The school recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable. There are no amounts accrued in the financial statements related to uncertain tax positions for the year ended june 30, 2015.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2PARENT MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMUNITY MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PTSA REPRESENTITIVE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PARENT REPRESENTITIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt6COMMUNITY MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10GRADE LEVEL PRINCIPAL
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRINCIPAL
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRINCIPAL
IRS990/Form990PartVIISectionAGrp/TitleTxt13GRADE LEVEL PRINCIPAL
IRS990/Form990PartVIISectionAGrp/TitleTxt14BUSINESS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt15TECHNOLOGY SPECIALIST
IRS990/Form990PartVIISectionAGrp/TitleTxt16TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt17TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt18TEACHER
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES A COMPREHENSIVE EDUCATION THAT PREPARES ALL STUDENTS TO GRADUATE COLLEGE-READY AND EQUIPPED TO REACH THEIR PERSONAL AND ACADEMIC POTENTIAL.
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/PrincipalOfficerNm0MICHAEL LEWIS
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,791,052
Liabilities
$667,514
Net assets
$6,123,538
Revenue
$20,821,145
Expenses
$20,775,759
Net income
$45,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.2$4.41$18.8$43.2$41.4$1.82
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$6.11$17.0$36.8$35.3$1.45
2022Detailed filing. Detailed filing data is available for this year.$17.7$2.10$15.6$32.5$31.9$0.63
2021Detailed filing. Detailed filing data is available for this year.$15.9$0.60$15.3$32.1$27.3$4.77
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.65$10.5$28.7$27.8$0.91
2019Detailed filing. Detailed filing data is available for this year.$10.7$0.63$10.1$29.8$29.6$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$1.17$9.50$26.6$26.4$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$1.07$9.31$26.9$25.4$1.46
2016Detailed filing. Detailed filing data is available for this year.$8.87$1.05$7.82$24.9$23.3$1.66
2015Detailed filing. Detailed filing data is available for this year.$6.79$0.67$6.12$20.8$20.8$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.59$0.50$6.09$19.8$19.8$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.83$0.70$6.13$18.6
2012Summary only. Only limited summary data is available for this year.$7.04$0.44$6.61$18.2$18.0$0.22
2011Summary only. Only limited summary data is available for this year.$7.49$1.10$6.39$17.5$17.4$0.00