The Helix Foundation

EIN 92-1202744 • Reston, VA

12030 Sunrise Valley Drive 450Reston, VA 20191

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.

<$500k nonprofits • Source year 2024

0.00x

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

<$500k nonprofits • Source year 2024

-714%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2024

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

-52%

Faster asset growth than 20% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

-57%

Faster revenue growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets63rd percentile

Assets

Down

$194,823

Down $207,587 (-52%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

Down

$194,823

Down $207,587 (-52%) from 2023

Operations

Liabilities / Revenue66th percentile Net Margin5th percentile

Revenue

Down

$29,057

Down $38,562 (-57%) from 2023

Expenses

$236,644

Up $70,022 (+42%) from 2023

Net Income

Down

-$207,587

Down $108,584 (-110%) 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$194,823

Liabilities$0

Net Assets$194,823

Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

Highlighted filing

2024

Revenue$29,057

Expenses$236,644

Net Income-$207,587

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $194,823
Liabilities: $0
Net assets: $194,823
Revenue: $29,057
Expenses: $236,644
Net income: -$207,587

	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

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Apr 29, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay81st 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: 2025-04-29
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

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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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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	271049
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	181158
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	242
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	242
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1078
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	49014
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	183000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	3	2992
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	OUTSIDE CONTRACT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	3	BUSINESS REGISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	44395
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	2	183000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	3	2992
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1078
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	4619
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	3	0
TaxesSchedule/TaxesDetail/Amt	0	236
TaxesSchedule/TaxesDetail/Amt	1	82
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	82
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
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	2025-04-29
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	1
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/PreparationDt	0	2025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MATTHEW Q KEEFER CPA
ReturnHeader/ReturnTs	0	2025-05-09T14:34:20-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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