Civic Intelligence

Helix Foundation C/O Sterling Foundation Management LLC

990PF • Fiscal year 2025 • EIN 92-1202744

Jan 01, 2025 to Dec 31, 2025

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.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

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
Liabilities / RevenueScore unavailableNet MarginScore unavailable

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

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2022: $501,413Liabilities 2022: $1Net Assets 2022: $501,4132022Assets 2023: $402,410Liabilities 2023: $1Net Assets 2023: $402,4102023Assets 2024: $194,823Liabilities 2024: $0Net Assets 2024: $194,8232024

Latest loaded filing

2024

Assets$194,823
Liabilities$0
Net Assets$194,823
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KRevenue 2022: $501,445Expenses 2022: $32Net Income 2022: $501,4132022Revenue 2023: $67,619Expenses 2023: $166,622Net Income 2023: -$99,0032023Revenue 2024: $29,057Expenses 2024: $236,644Net Income 2024: -$207,5872024

Latest loaded filing

2024

Revenue$29,057
Expenses$236,644
Net Income-$207,587
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 18, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R LIUPresident/Director-$0--
JULIE F LIUSecretary/Treasurer/Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSTERLING DONOR-ADVISED FUNDGENERAL SUPPORT-RESTON, VA, US$45,018
Filing and Contact Details

Filer

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

Signing Officer

Name
Julie Liu
Title
Treasurer
Phone
7034379720
Signed
2026-03-18
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 Appendix306 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CONTRIBUTION OF GRANTED PROPERTY
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE CONTRIBUTED PROPERTY BY THE FOUNDATION TO THE STERLING DONOR-ADVISED FUND WAS 1,800 SHARES OF BEAM THERAPEUTICS INC VALUED AT $45,018. THIS VALUE WAS BASED ON THE MEAN VALUE OF THIS PUBLICLY TRADED STOCK ON OCTOBER 31, 2025. THE BOOK VALUE OF THIS PROPERTY WAS $40, WHICH WAS THE ORIGINAL PURCHASE PRICE.
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0288
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0288
OtherIncreasesSchedule/OtherIncreasesDetail/Amt044978
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX ADJUSTMENT FOR GRANT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0293
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt122202
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2212142
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt31275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OUTSIDE CONTRACT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3BUSINESS REGISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt122202
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt2212142
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt31275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0293
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt30
TaxesSchedule/TaxesDetail/Amt0296
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt135
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE LIU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07034379720
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELIX FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STERLING FOUNDATION MANAGEMENT LLC
ReturnHeader/Filer/BusinessNameControlTxt0HELI
ReturnHeader/Filer/EIN0921202744
ReturnHeader/Filer/PhoneNum07034379720
ReturnHeader/Filer/USAddress/AddressLine1Txt012030 SUNRISE VALLEY DRIVE 450
ReturnHeader/Filer/USAddress/CityNm0RESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020191
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521231901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GORFINE SCHILLER & GARDYN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010045 RED RUN BLVD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021117
ReturnHeader/PreparerPersonGrp/PhoneNum04103565900
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW Q KEEFER CPA
ReturnHeader/ReturnTs02026-04-14T16:53:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
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