Civic Intelligence

Helios Education Foundation

990T • Fiscal year 2023 • EIN 94-2850977

Oct 01, 2022 to Sep 30, 2023 • Filed on Mar 18, 2024

Organization ProfileWWW.HELIOS.ORG

View Organization Page

4747 N 32nd StreetPhoenix, AZ 85018

(602) 381-2260

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

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

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

$1.0B$500M$0Assets 2011: $534,337,381Liabilities 2011: $19,880,914Net Assets 2011: $514,456,4672011Assets 2012: $603,762,687Liabilities 2012: $25,602,374Net Assets 2012: $578,160,3132012Assets 2013: $648,898,675Liabilities 2013: $19,121,691Net Assets 2013: $629,776,9842013Assets 2014: $684,234,760Liabilities 2014: $21,084,956Net Assets 2014: $663,149,8042014Assets 2015: $639,307,633Liabilities 2015: $18,735,535Net Assets 2015: $620,572,0982015Assets 2016: $663,380,140Liabilities 2016: $22,424,738Net Assets 2016: $640,955,4022016Assets 2017: $726,413,126Liabilities 2017: $35,850,007Net Assets 2017: $690,563,1192017Assets 2018: $736,397,444Liabilities 2018: $34,070,468Net Assets 2018: $702,326,9762018Assets 2019: $754,497,859Liabilities 2019: $51,944,039Net Assets 2019: $702,553,8202019Assets 2020: $747,899,259Liabilities 2020: $26,062,786Net Assets 2020: $721,836,4732020Assets 2021: $848,817,984Liabilities 2021: $29,518,440Net Assets 2021: $819,299,5442021Assets 2022: $702,121,235Liabilities 2022: $36,233,625Net Assets 2022: $665,887,6102022Assets 2023: $740,953,286Liabilities 2023: $30,496,388Net Assets 2023: $710,456,8982023Assets 2024: $832,856,270Liabilities 2024: $37,726,708Net Assets 2024: $795,129,5622024Assets 2025: $879,721,019Liabilities 2025: $32,962,493Net Assets 2025: $846,758,5262025

Latest loaded filing

2025

Assets$879,721,019
Liabilities$32,962,493
Net Assets$846,758,526
Open 2025 Filing

Operations Trend

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

$150M$100M$50M$0-$50MRevenue 2011: $14,283,400Expenses 2011: $21,018,425Net Income 2011: -$6,735,0252011Revenue 2012: $12,599,294Expenses 2012: $25,747,088Net Income 2012: -$13,147,7942012Revenue 2013: $31,525,249Expenses 2013: $21,984,739Net Income 2013: $9,540,5102013Revenue 2014: $116,879,357Expenses 2014: $26,422,218Net Income 2014: $90,457,1392014Revenue 2015: $25,193,827Expenses 2015: $22,073,082Net Income 2015: $3,120,7452015Revenue 2016: $3,517,524Expenses 2016: $27,128,900Net Income 2016: -$23,611,3762016Revenue 2017: $22,425,740Expenses 2017: $37,317,604Net Income 2017: -$14,891,8642017Revenue 2018: $34,238,622Expenses 2018: $31,708,928Net Income 2018: $2,529,6942018Revenue 2019: $27,605,974Expenses 2019: $26,859,606Net Income 2019: $746,3682019Revenue 2020: $50,271,699Expenses 2020: $29,775,741Net Income 2020: $20,495,9582020Revenue 2021: $70,162,749Expenses 2021: $41,887,448Net Income 2021: $28,275,3012021Revenue 2022: $21,760,037Expenses 2022: $39,411,328Net Income 2022: -$17,651,2912022Revenue 2023: -$12,696,190Expenses 2023: $36,928,499Net Income 2023: -$49,624,6892023Revenue 2024: $34,576,005Expenses 2024: $41,951,459Net Income 2024: -$7,375,4542024Revenue 2025: $52,419,531Expenses 2025: $39,635,771Net Income 2025: $12,783,7602025

Latest loaded filing

2025

Revenue$52,419,531
Expenses$39,635,771
Net Income$12,783,760
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Mar 18, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

To enrich the lives of individuals in arizona and florida by creating opportunities for success in post-secondary education.

Filing and Contact Details

Filer

Filer Name
Helios Education Foundation
EIN
94-2850977
Phone
6023812260
Address
4747 N 32ND STREET, PHOENIX, AZ 85018

Signing Officer

Name
Paul Luna
Title
President & CEO
Phone
6023812260
Signed
2024-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2323 VICTORY AVENUE, DALLAS, TX 75219
Preparer
Patrick Shields
Phone
2149698000
Raw XML Appendix131 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.

Path#Value
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL CHESIN
IRS990T/BooksInCareOfDetail/PhoneNum06023812260
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt04747 N 32ND STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd085018
IRS990T/BookValueAssetsEOYAmt0740953286
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt00
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherCreditsAmt00
IRS990T/OtherTaxesAmt00
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IRS990T/PriorYearOverpaymentCreditAmt00
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IRS990TScheduleA/GrossIncomeActyNotUBIAmt00
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IRS990TScheduleA/NetInvestmentIncomeAmt00
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IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt00
IRS990TScheduleA/OtherCostsAmt00
IRS990TScheduleA/OtherDeductionsAmt00
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IRS990TScheduleA/PurchasesAmt00
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IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCostGoodsSoldAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
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IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1512284
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-1512284
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-1512284
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-1512284
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-1512284
IRS990T/SpecificDeductionAmt00
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalCreditsAmt00
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IRS990T/TotalOtherCreditsAdjPaymentAmt00
IRS990T/TotalPaymentsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LUNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06023812260
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Helios Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HELI
ReturnHeader/Filer/EIN0942850977
ReturnHeader/Filer/PhoneNum06023812260
ReturnHeader/Filer/USAddress/AddressLine1Txt04747 N 32ND STREET
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085018
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02323 VICTORY AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075219
ReturnHeader/PreparerPersonGrp/PhoneNum02149698000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick Shields
ReturnHeader/ReturnTs02024-03-18T10:15:17+00:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHESIN
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$880$33.0$847$52.4$39.6$12.8
2024Detailed filing. Detailed filing data is available for this year.$833$37.7$795$34.6$42.0$7.38
2023Detailed filing. Detailed filing data is available for this year.$741$30.5$710$12.7$36.9$49.6
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$702$36.2$666$21.8$39.4$17.7
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$849$29.5$819$70.2$41.9$28.3
2020Detailed filing. Detailed filing data is available for this year.$748$26.1$722$50.3$29.8$20.5
2019Detailed filing. Detailed filing data is available for this year.$754$51.9$703$27.6$26.9$0.75
2018Detailed filing. Detailed filing data is available for this year.$736$34.1$702$34.2$31.7$2.53
2017Detailed filing. Detailed filing data is available for this year.$726$35.9$691$22.4$37.3$14.9
2016Detailed filing. Detailed filing data is available for this year.$663$22.4$641$3.52$27.1$23.6
2015Detailed filing. Detailed filing data is available for this year.$639$18.7$621$25.2$22.1$3.12
2014Detailed filing. Detailed filing data is available for this year.$684$21.1$663$117$26.4$90.5
2013Summary only. Only limited summary data is available for this year.$649$19.1$630$31.5$22.0$9.54
2012Summary only. Only limited summary data is available for this year.$604$25.6$578$12.6$25.7$13.1
2011Summary only. Only limited summary data is available for this year.$534$19.9$514$14.3$21.0$6.74