Helix Foundation C/O Sterling Foundation Management LLC

990PF • Fiscal year 2023 • EIN 92-1202744

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 20, 2024

Organization Profile

12030 Sunrise Valley Drive 450Reston, VA 20191

(703) 437-9720

Siviq Scores

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

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

-146%

Higher net margin than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

-20%

Faster asset growth than 22% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

-87%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets60th percentile

Assets

Down

$402,410

Down $99,003 (-20%) from 2022

Net Assets

Down

$402,410

Down $99,003 (-20%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin7th percentile

Revenue

Down

$67,619

Down $433,826 (-87%) from 2022

Expenses

$166,622

Up $166,590 (+520594%) from 2022

Net Income

Down

-$99,003

Down $600,416 (-120%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

Highlighted filing

2023

Assets$402,410

Liabilities$1

Net Assets$402,410

Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

Highlighted filing

2023

Revenue$67,619

Expenses$166,622

Net Income-$99,003

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Mar 20, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID R LIU	President/Director	-	$0	-	-
JULIE F LIU	Secretary/Treasurer/Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Helix Foundation
EIN: 92-1202744
Phone: 7034379720
Address: 12030 SUNRISE VALLEY DRIVE 450, RESTON, VA 20191

Signing Officer

Name: David R Liu
Title: President
Phone: 7034379720
Signed: 2024-03-20
Discuss with paid preparer: Yes

Preparer

Firm: Gorfine Schiller & Gardyn Pa
Address: 10045 RED RUN BLVD SUITE 250, OWINGS MILLS, MD 21117
Preparer: Matthew Q Keefer CPA
Phone: 4103565900

Raw XML Appendix299 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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IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	15010000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	1,000,000 SHARES OF PRIME MEDICINE STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2023-07-23
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	3428
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3428
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1590
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	14557
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	147000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	OUTSIDE CONTRACT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	12761
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	2	147000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1590
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	1796
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	2	0
TaxesSchedule/TaxesDetail/Amt	0	8
TaxesSchedule/TaxesDetail/Amt	1	39
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	39
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID R LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7034379720
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE HELIX FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O STERLING FOUNDATION MANAGEMENT LLC
ReturnHeader/Filer/BusinessNameControlTxt	0	HELI
ReturnHeader/Filer/EIN	0	921202744
ReturnHeader/Filer/PhoneNum	0	7034379720
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	12030 SUNRISE VALLEY DRIVE 450
ReturnHeader/Filer/USAddress/CityNm	0	RESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	VA
ReturnHeader/Filer/USAddress/ZIPCd	0	20191
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	521231901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	GORFINE SCHILLER & GARDYN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	10045 RED RUN BLVD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	21117
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4103565900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MATTHEW Q KEEFER CPA
ReturnHeader/ReturnTs	0	2024-03-20T08:08:22-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	LIU
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $402,410
Liabilities: $1
Net assets: $402,410
Revenue: $67,619
Expenses: $166,622
Net income: -$99,003

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.95	$0.00	$1.95	$0.29	$2.37	$2.08
2023Detailed filing. Detailed filing data is available for this year.	$4.02	$0.00	$4.02	$0.68	$1.67	$0.99
2022Detailed filing. Detailed filing data is available for this year.	$5.01	$0.00	$5.01	$5.01	$0.00	$5.01