2024-02-01T16:21:55+00:00 2023-09-30 346565596 ERNST & YOUNG US LLP 2323 VICTORY AVENUE DALLAS TX 75219 990 2022-10-01 942850977 Helios Education Foundation HELI 6023812260 4747 N 32ND STREET PHOENIX AZ 85018 PAUL LUNA PRESIDENT & CEO 6023812260 2024-02-01 true MICHAEL CHESIN 999009999 Patrick Shields P01508556 2149698000 2023-01-25 2022 2023-04-26 12:10:37Z PAUL LUNA 4747 N 32ND STREET PHOENIX AZ 85018 131717302 false X WWW.HELIOS.ORG X 2004 AZ TO ENRICH THE LIVES OF INDIVIDUALS IN ARIZONA AND FLORIDA BY CREATING OPPORTUNITIES FOR SUCCESS IN POST-SECONDARY EDUCATION. 13 10 35 0 -1512284 0 0 0 0 0 21760037 -12696190 0 0 21760037 -12696190 22965462 20096751 0 0 7450385 7808300 0 0 0 8995481 9023448 39411328 36928499 -17651291 -49624689 702121235 740953286 36233625 30496388 665887610 710456898 TO ENRICH THE LIVES OF INDIVIDUALS IN ARIZONA AND FLORIDA BY CREATING OPPORTUNITIES FOR SUCCESS IN POST-SECONDARY EDUCATION. false false 31292227 20096751 0 HELIOS EDUCATION FOUNDATION IS DEDICATED TO CREATING OPPORTUNITIES FOR INDIVIDUALS IN ARIZONA AND FLORIDA TO ACHIEVE A POSTSECONDARY EDUCATION. THE FOUNDATION'S WORK IS DRIVEN BY ITS FOUR FUNDAMENTAL BELIEFS: 1) COMMUNITY - EDUCATION CHANGES LIVES AND STRENGTHENS COMMUNITIES. 2) INVESTMENT - EDUCATION IS AN INVESTMENT, NOT AN EXPENSE. 3) EQUITY - EVERY STUDENT, REGARDLESS OF ZIP CODE, DESERVES A HIGH- QUALITY EDUCATION. 4) PARTNERSHIP - THE FOUNDATION WILL ACHIEVE ITS MISSION THROUGH PARTNERSHIP AND COLLABORATION. HELIOS EDUCATION FOUNDATION HAS A DEEP AND LONGSTANDING COMMITMENT TO THE VALUES OF DIVERSITY, EQUITY, AND INCLUSION. WE SEEK TO INTEGRATE THIS COMMITMENT INTO ALL ASPECTS OF THE FOUNDATION'S OPERATIONS AND WE SEEK THE SAME COMMITMENT FROM OUR EXTERNAL PARTNERS. OUR COMMITMENT IS ROOTED IN OUR MISSION, OUR VALUES, AND IN OUR FOUR FUNDAMENTAL BELIEFS OF COMMUNITY, INVESTMENT, EQUITY, AND PARTNERSHIP. HELIOS INVESTS IN PROGRAMS AND INITIATIVES ACROSS THE FULL EDUCATION CONTINUUM, FROM EARLY GRADE SUCCESS THROUGH POSTSECONDARY EDUCATION. HELIOS PARTNERS WITH UNIVERSITIES, COLLEGES, ELEMENTARY AND SECONDARY SCHOOLS, AND OTHER ELIGIBLE EDUCATIONAL ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HELIOS EDUCATION FOUNDATION AIMS TO ACCELERATE THE PACE OF CHANGE IN ARIZONA BY FOCUSING ON SPECIFIC POPULATIONS-LOW-INCOME AND LATINO STUDENTS. IN ARIZONA, THE LATINO POPULATION IS THE FASTEST GROWING SUB POPULATION IN THE STATE. LATINO STUDENTS REPRESENT 45 PERCENT OF THE STUDENT POPULATION AND ARE EXPECTED TO REPRESENT MORE THAN 50 PERCENT OF THE STUDENT POPULATION BY 2026. HELIOS EDUCATION FOUNDATION AIMS TO ACCELERATE THE PACE OF CHANGE IN FLORIDA BY FOCUSING ON SPECIFIC POPULATIONS-LOW-INCOME AND BLACK STUDENTS. IN FLORIDA, BLACK STUDENTS COMPRISE THE LARGEST SUB POPULATION THAT NEEDS THE MOST HELP, PARTICULARLY IN OUR THREE TARGET COMMUNITIES (TAMPA BAY, CENTRAL FLORIDA, AND SOUTH FLORIDA). THE FOUNDATION'S COMMITMENT TO EDUCATION IS LONG-TERM AND ITS FINANCIAL SUPPORT IS FOCUSED ON INVESTING IN SUSTAINABLE PROGRAMS AND INITIATIVES AT EDUCATIONAL ORGANIZATIONS THAT SPECIFICALLY IMPACT THE EDUCATIONAL SUCCESS OF ALL STUDENTS. DURING FY23, HELIOS EDUCATION FOUNDATION PROVIDED APPROXIMATELY $20 MILLION IN GRANTS AND $922 THOUSAND IN-KIND GIVING TO EDUCATIONAL ORGANIZATIONS LOCATED IN ARIZONA AND FLORIDA. THIS FUNDING AND IN-KIND GIVING PROVIDED SUPPORT TO SCHOOLS, UNIVERSITIES AND OTHER EDUCATIONAL ORGANIZATIONS AND NON-PROFITS THAT IMPROVE THE CONDITIONS OF AND ACCESS TO EDUCATION. Helios Education Foundation has a purposeful focus on results. Our Impact Strategy focuses on three key drivers essential to getting students on track for college attainment: Ensure that students are reading by the third grade; Increase college enrollments; and Increase attainment of two- and four-year college degrees. PRIORITIES IN ACHIEVING OUR LONG-TERM GOAL: 1) Helios supports improvements in early learning through: Continual improvement of quality early learning teaching; increasing access to quality early learning environments, particularly for Black, Latino, and low-income students; and expanding the use of research-based literacy initiatives grounded in the science of reading. 2) Helios supports increases in the percent and number of Black, Latino, and low-income students attending college by: Increasing access and enrollment in rigorous courses (including AP and dual enrollment); and closing the "information gap" for students and their families on how to apply to and afford college. 3) Helios supports increases in the percent and number of Black, Latino, and low-income students persisting in and completing two- and four-year degrees by increasing the number and proportion of students who: receive financial aid; receive completion-focused scholarships; and make an effective transition from a community college to a four-year college or university. Helios also supports the expansion of student support services to keep students enrolled and persisting in college. 31292227 true false false true false false false false false true true false false false true false true false false true false false false false false false true false true false false false false false false true false false false false false true false false false false true 32 0 true 35 true true true false false false false false false false false false false false X 13 10 true false false false false false false true true false false true true true true true true true true false AZ X MICHAEL CHESIN 6023812260 4747 N 32ND STREET PHOENIX AZ 85018 JANE ROIG VICE-CHAIR 10.0 0.0 X X 86360 0 0 PAUL LUNA PRESIDENT AND CEO 40.0 0.0 X X 583517 0 78086 STEVEN WHEELER DIRECTOR & SECRETARY 6.0 0.0 X X 54569 0 0 VADA MANAGER DIRECTOR & TREASURER 6.0 0.0 X X 66240 0 0 VINCENT ROIG CHAIRMAN 20.0 0.0 X X 307163 0 35841 CHEVY HUMPHREY DIRECTOR 6.0 0.0 X 25527 0 0 DON ARIPOLI DIRECTOR 6.0 0.0 X 61543 0 0 IOANNA MORFESSIS DIRECTOR 6.0 0.0 X 65360 0 0 JAMES SWANSON DIRECTOR 6.0 0.0 X 42527 0 0 LARRY RICE DIRECTOR 6.0 0.0 X 37257 0 0 MARIA SASTRE DIRECTOR 6.0 0.0 X 60698 0 0 MARK FERNANDEZ DIRECTOR 6.0 0.0 X 64443 0 0 TOM HERNDON DIRECTOR 6.0 0.0 X 70163 0 0 BARBARA RYAN THOMPSON EXECUTIVE VICE PRESIDENT & COO 40.0 0.0 X 429758 0 66675 MICHAEL CHESIN SENIOR VICE PRESIDENT & CFO 40.0 0.0 X 342356 0 76940 CHARLES HOKANSON SVP FL COMMUNITY ENGAGEMENT 40.0 0.0 X 226083 0 48300 JANICE PALMER SVP GOVERNMENT AFFAIRS & PUBLIC POLICY 40.0 0.0 X 224891 0 48356 PAUL PERRAULT SVP COMMUNITY IMPACT & LEARNING 40.0 0.0 X 232262 0 84690 VINCE YANEZ SVP AZ COMMUNITY ENGAGEMENT 40.0 0.0 X 231628 0 85675 BRAULIO COLON VP FL STUDENT SUCCESS INITIATIVES 40.0 0.0 X 181881 0 60497 GRACE MASEDA VP COMMUNICATIONS FL 40.0 0.0 X 144031 0 55075 JULIE NORWOOD VP GRANTS AND PROJECT MANAGEMENT 40.0 0.0 X 134729 0 40129 TINA DENICOLE VP FINANCE AND ADMINISTRATION 40.0 0.0 X 182693 0 35638 ZACHARY FONTES DIRECTOR OF TECHNOLOGY 40.0 0.0 X 133073 0 49488 3988752 0 765390 21 false true false COLLABORATIVE COMMUNICATIONS GROUP INC 1029 VERMONT AVE NW WASHINGTON DC 20005 COMMUNICATION AND PUBLIC RELATIONS 491650 Mercer 633 WEST FIFTH STREET 1200 LOS ANGELES CA 90071 INVESTMENT CONSULTING 471911 QCM TECHNOLOGIES INC 9060 EAST VIA LINDA 220 SCOTTSDALE AZ 85258 TECHNOLOGY CONUSLTING 153480 SHAN STRATEGIES LLC 2202 E PALMAIRE AVE PHOENIX AZ 85020 CONSULTING 144000 I-OLOGY INC 16767 NORTH PERIMETER DRIVE 200 SCOTTSDALE AZ 85260 WEBSITE SUPPORT 101146 5 0 0 0 0 0 0 13830758 -1512284 15343042 0 0 117886544 144413492 -26526948 0 -26526948 -26526948 0 0 0 0 0 -12696190 0 -1512284 -11183906 20096751 20096751 0 0 0 0 0 0 3516682 1875367 1641315 2550811 1726306 824505 637408 392291 245117 776952 517822 259130 326447 211653 114794 97182 58309 38873 100742 10074 90668 8861 8861 1070002 1070002 1252296 1037200 215096 0 267991 186521 81470 395778 197782 197996 1563204 1431990 131214 344931 70772 274159 579148 319312 259836 2501639 2487996 13643 167220 112300 54920 COMMUNITY RELATIONS 614628 491702 122926 COMMUNITY EVENT SPONSORSHIP 58027 58027 BANK SERVICING FEES 1799 1191 608 0 0 0 0 36928499 31292227 5636272 0 3404395 2251080 11242657 11994080 0 0 123275 80563 0 0 0 0 0 0 0 178958 132655 73561557 9891669 66022769 63669888 371301908 397968469 249842273 264851551 0 5000 5000 0 0 702121235 740953286 4462911 3116547 31770714 27379841 0 0 0 0 36233625 30496388 665887610 710456898 665887610 710456898 702121235 740953286 X -49624689 94163974 30003 X false true X true false X X 156 SEE PART VI 000000000 9 false 20096751 921958 1 20096751 921958 false false false false false false false false false false false false false false false true false Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name AS STATED IN ITS ARTICLES OF ORGANIZATION, HELIOS EDUCATION FOUNDATION DESIGNATES ITS SUPPORTED CHARITIES BY CLASS OR PURPOSE, SPECIFICALLY EDUCATIONAL ORGANIZATIONS, INCLUDING UNIVERSITIES, TWO- AND FOUR-YEAR COLLEGES, VOCATIONAL AND TECHNICAL SCHOOLS, SECONDARY SCHOOLS, MIDDLE SCHOOLS, ELEMENTARY SCHOOLS AND OTHER EDUCATIONAL ORGANIZATIONS LOCATED IN ARIZONA AND FLORIDA, WHICH ARE DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WHICH ARE CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE. DURING FY23, THE FOUNDATION PROVIDED APPROXIMATELY $20 MILLION IN GRANTS AND $922 THOUSAND IN KIND GIVING TO ITS SUPPORTED CLASS OF ARIZONA AND FLORIDA EDUCATIONAL ORGANIZATIONS. HELIOS EDUCATION FOUNDATION DESIGNATES ITS SUPPORTED CHARITIES BY CLASS OR PURPOSE AND SATISFIES THE TYPE I "RELATIONSHIP TEST" BY ENSURING THAT A MAJORITY OF ITS BOARD OF DIRECTORS ARE ELECTED OR APPOINTED BY REPRESENTATIVES OF THE CLASS OF CHARITIES IT SUPPORTS. HELIOS EDUCATION FOUNDATION OPERATES FOR THE BENEFIT ONLY OF ORGANIZATIONS WITHIN ITS DESIGNATED CLASS (EDUCATIONAL ORGANIZATIONS LOCATED IN ARIZONA AND FLORIDA), WHICH APPOINT A MAJORITY OF THE BOARD OF DIRECTORS OF HELIOS EDUCATION FOUNDATION. false false false false false false true 8861 false false 8861 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY LINE 1G CONSISTS OF CONSULTING EXPENSES AND NOMINAL LOBBYING COSTS EMBEDDED WITHIN COMMUNITY MEMBERSHIP DUES. 8352520 8352520 56999628 5463118 51536510 491664 409449 82215 5644554 2394640 3249914 2073191 1624462 448729 63669888 HEDGE FUNDS - ALTERNATIVES 123892432 F PRIVATE ASSETS - ALTERNATIVES 140959119 F 264851551 0 X 80397782 94163974 0 94163974 -13766192 1070002 0 1070002 -12696190 35828494 -30003 -30003 35858497 1070002 0 1070002 36928499 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOUNDATION ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10), WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2020. Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 CANCELLED GRANTS - -30003 Central America and the Caribbean 0 0 Investments 172926779 0 0 0 0 0 0 172926779 0 172926779 true false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual true Achieve Miami 475482321 501(c)(3) 500000 SEE PART IV ALL In Education 851652516 501(c)(3) 7100 SEE PART IV Alliance of Arizona Nonprofits 202529887 501(c)(3) 16728 SEE PART IV Arizona Academic Decathlon 860508608 501(c)(3) 40000 SEE PART IV AZ Center for Comm College Success 871137551 501(c)(3) 330000 SEE PART IV AZ Community Fdn 860348306 501(c)(3) 44280 SEE PART IV AZ Hispanic Chamber of Commerce Fdn 860685240 501(c)(3) 19950 SEE PART IV Arizona Humane Society 860135567 501(c)(3) 6200 SEE PART IV Arizona Science Center 860390558 501(c)(3) 70000 SEE PART IV Assistance League of Phoenix Arizona 860193883 501(c)(3) 20000 SEE PART IV ASU Fdn for a New American University 866051042 501(c)(3) 80500 SEE PART IV Be A Leader Foundation 550850279 501(c)(3) 20000 SEE PART IV Broward College Foundation 237181959 501(c)(3) 44000 SEE PART IV Candelen 860332919 501(c)(3) 550000 SEE PART IV Center for the Future of Arizona 820538372 501(c)(3) 25440 SEE PART IV Central Florida Foundation 593182886 501(c)(3) 50000 SEE PART IV Community Foundation of Tampa Bay 593001853 501(c)(3) 1625400 SEE PART IV Consortium of Florida Education Foundations 651086820 501(c)(3) 600000 SEE PART IV Council For A Strong America 133840271 501(c)(3) 125000 SEE PART IV Diocesan Council for the Society of St Vincent De Paul Diocese Phoenix 860096789 501(c)(3) 19500 SEE PART IV Education Forward Arizona 202366755 501(c)(3) 88400 SEE PART IV Feeding America Tampa Bay 592116576 501(c)(3) 5500 SEE PART IV Florida Chamber Foundation 596209605 501(c)(3) 43587 SEE PART IV Florida College System Foundation 650530384 501(c)(3) 250000 SEE PART IV Florida Education Foundation 592718509 501(c)(3) 30000 SEE PART IV Florida Gulf Coast University Foundation 650403969 501(c)(3) 100000 SEE PART IV Florida Philanthropic Network 201328734 501(c)(3) 24350 SEE PART IV Florida State University Foundation 596152180 501(c)(3) 25500 SEE PART IV Florida State University Research Foundation 593211153 501(c)(3) 200000 SEE PART IV Florida TaxWatch 591918055 501(c)(3) 15000 SEE PART IV Genesis City 860739107 501(c)(3) 53650 SEE PART IV Grantmakers for Education 330919329 501(c)(3) 15900 SEE PART IV Grantmakers for Effective Organizations 010669150 501(c)(3) 7390 SEE PART IV Great Hearts Arizona 202036133 501(c)(3) 47500 SEE PART IV Greater Phoenix Chamber Foundation 811367313 501(c)(3) 955000 SEE PART IV Greater Phoenix Economic Council 474623504 501(c)(3) 34667 SEE PART IV Hillsborough Community College Foundation 591810717 501(c)(3) 10000 SEE PART IV Hillsborough Education Foundation 592883361 501(c)(3) 63885 SEE PART IV Impact Florida 611949614 501(c)(3) 861690 SEE PART IV International Economic Development Council 520887806 501(c)(3) 17500 SEE PART IV Lawton Chiles Foundation 593400148 501(c)(3) 40000 SEE PART IV Leadership Florida 593201445 501(c)(3) 150500 SEE PART IV Maricopa Community Colleges Foundation 860327449 501(c)(3) 46170 SEE PART IV Miami Dade College Foundation Inc 596169745 501(c)(3) 1500000 SEE PART IV NALEO Educational Fund 521212849 501(c)(3) 22200 SEE PART IV National College Attainment Network 311793562 501(c)(3) 34350 SEE PART IV Northern Arizona University Foundation 860193726 501(c)(3) 3801000 SEE PART IV Orange Blossom Football Classic Association 843014159 501(c)(3) 17100 SEE PART IV Phoenix Final Four Local Organizing Committee 474226409 501(c)(3) 500000 SEE PART IV Pinellas Education Foundation 592688253 501(c)(3) 14000 SEE PART IV Read Better Be Better 474003520 501(c)(3) 1766000 SEE PART IV Sandra Day O'Connor Institute 263521510 501(c)(3) 86500 SEE PART IV SARSEF 860946185 501(c)(3) 10000 SEE PART IV Social and Environmental Entrepreneurs 954116679 501(c)(3) 15000 SEE PART IV Southwest Autism Research and Resource Center 311496646 501(c)(3) 10600 SEE PART IV Take Stock in Children 593331584 501(c)(3) 135175 SEE PART IV Tampa Bay Partnership 593414776 501(c)(3) 27300 SEE PART IV Tampa General Hospital Foundation 237354477 501(c)(3) 10000 SEE PART IV Teach for America - Phoenix 133541913 501(c)(3) 92900 SEE PART IV The Center for Effective Philanthropy 100 Montgomery Street San Francisco CA 94104 043523528 501(c)(3) 32315 SEE PART IV The Miami Foundation 650350357 501(c)(3) 20836 SEE PART IV Translational Genomics Research Institute Foundation 331092191 501(c)(3) 8500 SEE PART IV Tucson Festival of Books 262145432 501(c)(3) 20000 SEE PART IV Tucson Values Teachers 264637708 501(c)(3) 11949 SEE PART IV United Way Miami 590830840 501(c)(3) 11000 SEE PART IV United Way of Florida 592104175 501(c)(3) 100000 SEE PART IV United Way Suncoast 593725701 501(c)(3) 5260 SEE PART IV University of Arizona Foundation 866050388 501(c)(3) 1316500 SEE PART IV University of Central Florida Foundation 596211832 501(c)(3) 32378 SEE PART IV University of Florida Board of Trustees 202343265 Public Entity 300000 SEE PART IV University of South Florida Foundation 590879015 501(c)(3) 53240 SEE PART IV Urban League of Broward County 591564384 501(c)(3) 24000 SEE PART IV USHCC Educational Fund 823593693 501(c)(3) 10000 SEE PART IV Valencia College Foundation 237442785 501(c)(3) 1303830 SEE PART IV Valley Leadership 860373283 501(c)(3) 333025 SEE PART IV Valley of the Sun United Way 860104419 501(c)(3) 512888 SEE PART IV Victoria Foundation 237091708 501(c)(3) 22500 SEE PART IV WestEd 943233542 Public Entity 450000 SEE PART IV XICO Inc 204225234 501(c)(3) 8680 SEE PART IV 79 0 Schedule I, Part II, Line 1(h) AS DESCRIBED IN PART III OF THE FORM 990, HELIOS EDUCATION FOUNDATION FOCUSES ITS COMMUNITY INVESTMENTS ACROSS THREE PRIORITY AREAS: 1) EARLY GRADE SUCCESS; 2) COLLEGE AND CAREER READINESS; AND 3) POSTSECONDARY COMPLETION. EARLY GRADE SUCCESS - FOR OUR YOUNGEST CHILDREN, WE ARE WORKING TO CREATE LEARNING OPORTUNITIES THAT WILL PREPARE CHILDREN TO ENTER KINDERGARTEN AND READ AT GRADE LEVEL BY THE END OF THIRD GRADE THROUGH: - FOSTERING COLLABORATIVE AND SUSTAINABLE EARLY CHILDHOOD EDUCATION SYSTEMS - IMPROVING ACCESS AND QUALITY OF EARLY CHILDHOOD PROFESSIONAL DEVELOPMENT - BRIDGING EARLY CHILDHOOD AND K-3 EDUCATION COLLEGE AND CAREER READINESS - ENSURING ARIZONA AND FLORIDA HIGH SCHOOL GRADUATES ARE PREPARED TO ENTER THE WORKFORCE OR CREDIT-BEARING COLLEGE COURSES WITHOUT REMEDIATION BY: - IMPROVING ACADEMIC RIGOR AND RELEVANCE - EMBEDDING A COLLEGE-GOING CULTURE BY FOSTERING HIGH EXPECTATIONS AND ENGAGING COMMUNITIES POSTSECONDARY COMPLETION - HELPING TRADITIONALLY UNDERSERVED STUDENTS IN ARIZONA AND FLORIDA ACCESS, PERSIST AND ATTAIN A HIGH-QUALITY POSTSECONDARY CERTIFICATE OR DEGREE BY: - STRUCTURING SUPPORTS TO FACILITATE SUCCESSFUL TRANSITION TO CREDIT BEARING COURSES - CONSTRUCTING SCHOLARSHIPS TO SUPPORT PERSISTENCE AND COMPLETION - FOCUSING SUPPORTS AND GUIDANCE ON CERTIFICATE AND DEGREE PATHWAYS INNOVATIVE - PROGRAMS ALIGNED TO THE VALUES, VISION AND MISSION OF THE FOUNDATION THAT FALL OUTSIDE OF OUR OTHER PRIORITY AREAS. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE FOLLOWING DUE DILIGENCE AND OVERSIGHT PROCEDURES ARE FOLLOWED PRIOR TO AWARDING AND FUNDING A GRANT: THE FOUNDATION'S DUE DILIGENCE PROCESS FOR FIRST-TIME GRANTEES BEGINS IN EARLY CONVERSATIONS BETWEEN THE COMMUNITY ENGAGEMENT LEAD AND THE PROSPECTIVE PARTNER (GRANTEE). MANAGEMENT AND FINANCIAL RISK ARE INFORMALLY EXPLORED THROUGH QUESTIONS SUCH AS: 1. WHAT IS THE ORGANIZATION'S PROCESS OR PRACTICES FOR FINANCIAL PLANNING? THIS QUESTION SEEKS TO UNDERSTAND: A. WHETHER FINANCIAL PLANNING HAPPENS, WITH WHAT LONGITUDINAL OUTLOOK, AND TO WHAT DEGREE B. THE PLANNING TIMEFRAME - ANNUAL OR MULTI-YEAR C. THE DEGREE TO WHICH THE PLANNING IS INCLUSIVE OF FUNCTIONAL AREAS OR SILOED D. HOW FINANCIAL MANAGEMENT IS ALIGNED TO ORGANIZATIONAL GOALS 2. HOW DOES THE ORGANIZATION CONSIDER AND PLAN FOR THE FULL COST OF OPERATIONS? A. DO FINANCIAL PRACTICES ENSURE OPERATIONAL COSTS ARE COVERED OVER TIME? B. ABILITY TO IDENTIFY ANY POTENTIAL HIDDEN ISSUES 3. WHAT WERE THE KEY FINDINGS OF THE MOST RECENT AUDIT? 4. HOW DOES YOUR ORGANIZATION THINK ABOUT AND ACCOUNT FOR INDIRECT COSTS? - COMMUNITY ENGAGEMENT LEAD MAY USE THIS QUESTION TO START A FINANCIAL CONVERSATION THAT CAN EVOLVE - POTENTIAL PARTNERS EXPECT THERE TO BE LIMITATIONS ON INDIRECT COSTS WHEN EXPLORATORY CONVERSATIONS LEAD TO AN INVITATION TO SUBMIT A CONCEPT PAPER, THE PROSPECTIVE PARTNER VALIDATES TWO COMPLIANCE CRITERIA IN THE GRANTS MANAGEMENT DATABASE WHEN THEY ESTABLISH THEIR ONLINE PROFILE: EXISTENCE OF EQUAL OPPORTUNITY EMPLOYER AND ANTI-DISCRIMINATION POLICIES. CONCURRENTLY, GRANTS ADMINISTRATION OBTAINS THE MOST RECENT MANAGEMENT AUDIT LETTER FROM THE ORGANIZATION, AND, USING PUBLICLY AVAILABLE INFORMATION FROM GUIDE STAR BY CANDID, COLLECTS INFORMATION TO DOCUMENT THE FOLLOWING: -IRS NONPROFIT STATUS AND CATEGORY -NET REVENUE -TOP 3 REVENUE SOURCES -LIQUIDITY -SOLVENCY -CASH ON HAND -PERCENT OF PROJECT FUNDING REQUESTED FROM HELIOS -HELIOS GRANT REQUEST AS A PERCENT OF ORGANIZATIONAL ANNUAL BUDGET PROJECT LEAD IN COLLABORATION WITH BROADER TEAM CONSIDERS ANY POTENTIAL RISKS AND HOW TO MANAGE THEM SHOULD THE FOUNDATION CHOOSE TO INVITE A FULL PROPOSAL FOLLOWING ASSESSMENT OF THE CONCEPT PAPER. ONCE A GRANT HAS BEEN AWARDED, A CUSTOMIZED CONTRACT IS DEVELOPED AND EXECUTED. CONTRACTS GENERALLY CONTAIN CUSTOMIZED DELIVERABLES INCLUDING INTERIM REPORTING, SITE VISITS, AND FINAL REPORT. DELIVERABLES ARE ENTERED INTO A TRACKING DATABASE AND MONITORED FOR COMPLIANCE. COMMUNITY ENGAGEMENT STAFF, IN COLLABORATION WITH GRANT ADMINISTRATION STAFF, MONITORS GRANT COMPLIANCE AND PROACTIVELY ADDRESSES ANY GRANT EXCEPTIONS. RETURNING GRANTEES PROPOSING A NEW PROJECT PROVIDE A CURRENT MANAGEMENT AUDIT LETTER. IF THE FOUNDATION IS AWARE OF OTHER AREAS OF PARTICULAR CONCERN THROUGH PAST WORK WITH THE GRANTEE, ADDITIONAL DOCUMENTS MAY BE REQUESTED (E.G., ANNUAL OPERATING BUDGET). EXISTING GRANTEES WITH MULTI-YEAR PROJECTS IN PROGRESS ARE NOT REQUIRED TO RENEW ANY DUE DILIGENCE DOCUMENTS DURING THE COURSE OF THE GRANT. X X true true X X X true true false false false false false true false PAUL LUNA PRESIDENT AND CEO 457584 0 75000 0 50933 0 40500 0 37586 0 661603 0 0 0 VINCENT ROIG CHAIRMAN 234568 0 60000 0 12595 0 0 0 35841 0 343004 0 0 0 BARBARA RYAN THOMPSON EXECUTIVE VICE PRESIDENT & COO 335471 0 60000 0 34287 0 40500 0 26175 0 496433 0 0 0 MICHAEL CHESIN SENIOR VICE PRESIDENT & CFO 275312 0 45000 0 22044 0 40039 0 36901 0 419296 0 0 0 PAUL PERRAULT SVP COMMUNITY IMPACT & LEARNING 214233 0 10000 0 8029 0 28029 0 56661 0 316952 0 0 0 JANICE PALMER SVP GOVERNMENT AFFAIRS & PUBLIC POLICY 214230 0 10000 0 661 0 28029 0 20327 0 273247 0 0 0 VINCE YANEZ SVP AZ COMMUNITY ENGAGEMENT 226628 0 5000 0 0 0 29014 0 56661 0 317303 0 0 0 CHARLES HOKANSON SVP FL COMMUNITY ENGAGEMENT 225000 0 0 0 1083 0 28125 0 20175 0 274383 0 0 0 BRAULIO COLON VP FL STUDENT SUCCESS INITIATIVES 180000 0 0 0 1881 0 22500 0 37997 0 242378 0 0 0 TINA DENICOLE VP FINANCE AND ADMINISTRATION 173173 0 7500 0 2020 0 22584 0 13054 0 218331 0 0 0 GRACE MASEDA VP COMMUNICATIONS FL 138086 0 1624 0 4321 0 17460 0 37615 0 199106 0 0 0 JULIE NORWOOD VP GRANTS AND PROJECT MANAGEMENT 132115 0 1624 0 990 0 16717 0 23412 0 174858 0 0 0 ZACHARY FONTES DIRECTOR OF TECHNOLOGY 131449 0 1624 0 0 0 11910 0 37578 0 182561 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel BOARD MEMBERS AND CORPORATE OFFICERS MAY TRAVEL 'FIRST CLASS' FOR FOUNDATION-RELATED BUSINESS IF THE TRAVEL TIME EXCEEDS TWO HOURS. ON OCCASION, FOUNDATION STAFF TRAVELING WITH A BOARD MEMBER ON FLIGHTS EXCEEDING TWO HOURS MAY BE UPGRADED TO 'FIRST CLASS'. Schedule J, Part I, Line 1a Travel for companions COMPANION TRAVEL IS PROVIDED IN LIMITED CIRCUMSTANCES AND IS REPORTED AS TAXABLE INCOME TO THE INDIVIDUAL. Schedule J, Part I, Line 4a Severance or change-of-control payment SEVERANCE TOTALING $45,865 WAS PAID TO CHARLES HOKANSON. THE AMOUNT WAS BASED ON HIS LENGTH OF SERVICE. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE BOARD OF DIRECTORS HAS APPROVED THE ESTABLISHMENT OF A 457(F) PLAN FOR EXECUTIVE STAFF. THE PLAN IS AN UNFUNDED PLAN ESTABLISHED AND MAINTAINED FOR THE PRIMARY PURPOSE OF PROVIDING CERTAIN KEY EMPLOYEES WHO CONTRIBUTE TO THE SUCCESS OF THE FOUNDATION WITH THE OPPORTUNITY TO BENEFIT FROM SUPPLEMENTAL FOUNDATION CONTRIBUTIONS OF INCOME. THE PLAN IS INTENDED TO COMPLY IN ALL RESPECTS WITH CODE SECTION 457(F) AND 409A AND THOSE PROVISIONS OF ERISA APPLICABLE TO AN UNFUNDED PLAN MAINTAINED PRIMARILY TO PROVIDE DEFERRED COMPENSATION BENEFITS FOR A SELECT GROUP OF "MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES." Schedule J, Part I, Line 7 Non-fixed payments DISCRETIONARY BONUSES WERE AUTHORIZED BY THE BOARD FOR CERTAIN INDIVIDUALS BASED ON PERFORMANCE. Vince Roig Family member of Officer 343004 Compensation false Jane Roig Family member of Officer 86360 Compensation false Form 990, Part VI, Line 2 Family/business relationships amongst interested persons VINCENT ROIG AND JANE ROIG - Family relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE FOUNDATION'S SENIOR STAFF AND BOARD OF DIRECTORS (ALL VOTING MEMBERS OF THE GOVERNING BODY) REVIEW AND APPROVE THE FORM 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. THERE ARE SEVERAL REVIEW AND DUE DILIGENCE STEPS THAT OCCUR PRIOR TO THE BOARD RECEIVING THE COMPLETED FORM 990 FOR ITS CONSIDERATION. THE FOUNDATION'S FORM 990 IS PREPARED, REVIEWED AND APPROVED IN THE FOLLOWING MANNER: 1) THE FOUNDATION'S FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM IN CONJUNCTION WITH THE FOUNDATION'S CHIEF FINANCIAL OFFICER AFTER COMPLETION OF THE ANNUAL AUDITED FINANCIAL STATEMENTS. THE FORM 990 IS THEN SHARED WITH INDEPENDENT TAX COUNSEL FOR FURTHER REVIEW AND COMMENT. 2) UPON COMPLETION OF THE REVIEW BY INDEPENDENT TAX COUNSEL, THE CHIEF FINANCIAL OFFICER REVIEWS THE FORM 990 AND RELATED SCHEDULES WITH SENIOR STAFF. 3) FOLLOWING THE REVIEW AND CONCURRENCE BY SENIOR STAFF, THE FORM 990 IS REVIEWED WITH THE FOUNDATION'S AUDIT COMMITTEE. THE AUDIT COMMITTEE IS A REGULAR STANDING COMMITTEE OF THE BOARD OF DIRECTORS, AND IT IS CHARGED WITH REVIEWING THE FORM 990. A FULL COPY OF THE FORM 990 AND RELATED SCHEDULES IS PROVIDED TO ALL MEMBERS OF THE AUDIT COMMITTEE AS WELL AS ALL MEMBERS OF THE BOARD OF DIRECTORS (ALL VOTING MEMBERS OF THE GOVERNING BODY) IN ADVANCE OF THE REVIEW MEETING IN ORDER TO GIVE THE AUDIT COMMITTEE MEMBERS AND BOARD MEMBERS AMPLE TIME FOR REVIEW. ONCE THE AUDIT COMMITTEE IS SATISFIED WITH THE FORM 990 REVIEW, IT APPROVES THE FORM 990 AND RECOMMENDS IT TO THE FULL BOARD OF DIRECTORS FOR APPROVAL AND FILING. 4) FOLLOWING APPROVAL AND RECOMMENDATION BY THE AUDIT COMMITTEE, THE BOARD OF DIRECTORS TAKES ACTION ON THE FORM 990. THE CHAIR OF THE AUDIT COMMITTEE PROVIDES THE BOARD OF DIRECTORS WITH AN OVERVIEW OF THE FORM 990 REVIEW CONDUCTED BY THE AUDIT COMMITTEE AND RECOMMENDS APPROVAL BY THE ENTIRE BOARD OF DIRECTORS. IF REQUIRED, THE BOARD OF DIRECTORS MAY FURTHER REVIEW THE FORM 990 AND ENGAGE IN ADDITIONAL DISCUSSIONS. ONCE THE BOARD OF DIRECTORS IS SATISFIED WITH THE FORM 990, IT VOTES ON APPROVAL AND ACCEPTANCE. ONCE APPROVED, SENIOR STAFF IS DIRECTED TO FILE THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy THE FOUNDATION HAS CREATED A COMPREHENSIVE CONFLICT OF INTEREST POLICY FOR THE ENTIRE ORGANIZATION. THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED AT TWO DISTINCT LEVELS OR TIERS WITHIN THE FOUNDATION. THESE TIERS ARE: - BOARD MEMBERS AND OFFICERS - INTERESTED PERSONS - FOUNDATION STAFF - NON-INTERESTED PERSONS THE PRIMARY DISTINGUISHING FACTOR BETWEEN THE TIERS IS WHETHER THE PERSON IS CONSIDERED AN "INTERESTED PERSON." AN INTERESTED PERSON IS DEFINED AS ANY INDIVIDUAL, RELATED PARTY, OR ENTITY IN A POSITION TO EXERCISE CONTROL OR INFLUENCE OVER THE FOUNDATION, INCLUDING, WITHOUT LIMITATION, DIRECTORS, OFFICERS AND MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS, WHO HAVE A DIRECT OR INDIRECT FINANCIAL OR BENEFICIAL INTEREST IN A TRANSACTION WITH THE FOUNDATION. BOARD MEMBERS AND OFFICERS - INTERESTED PERSON: EVERY EMPLOYEE, OFFICER AND BOARD MEMBER RECEIVES A COPY OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY. THE POLICY IS AVAILABLE AND INCORPORATED INTO THE FOUNDATION'S EMPLOYEE HANDBOOK. THE POLICY IS REVIEWED AND SHARED WITH ALL EMPLOYEES (INCLUDING OFFICERS) EVERY JANUARY. ADDITIONALLY, THE BOARD OF DIRECTORS DISCUSS AND REVIEW THE POLICY ANNUALLY. - MONITORING. THE FOUNDATION, IN CONJUNCTION WITH ITS TAX ADVISOR (A NATIONAL CPA FIRM), HAS DEVELOPED AND CUSTOMIZED A COMPREHENSIVE CONFLICT OF INTEREST AND RELATED PARTY TRANSACTION QUESTIONNAIRE. THIS QUESTIONNAIRE ADDRESSES AND ALIGNS WITH THE KEY GOVERNANCE AND POLICY QUESTIONS ASKED IN THE FORM 990. THE QUESTIONNAIRE IS REVIEWED AND UPDATED ANNUALLY. ALL FOUNDATION OFFICERS AND BOARD MEMBERS ARE REQUIRED TO ANSWER THE QUESTIONNAIRE ON AN ANNUAL CYCLE COMMENCING IN JANUARY. ADDITIONALLY, EACH OFFICER AND BOARD MEMBER UPON COMPLETION SIGNS AN ACKNOWLEDGEMENT OF DUTIES, CONFLICT OF INTEREST POLICY AND CONFIDENTIALITY STATEMENT. KEY ELEMENTS OF OUR CONFLICT OF INTEREST POLICY AND BEST PRACTICES OF THE FOUNDATION INCLUDE THE FOLLOWING PROTOCOLS: - DUTY TO DISCLOSE. AN INTERESTED PERSON MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE BOARD AND/OR MEMBER OF PERTINENT COMMITTEES OF THE BOARD THAT ARE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. - DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS. A DETERMINATION OF WHETHER THE CONFLICT EXISTS IS MADE BY THE BOARD OR RELEVANT COMMITTEE OF THE BOARD. - PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: * IN THE CASE OF AN ACTUAL CONFLICT OF INTEREST, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE OF THE BOARD CONCERNING THE TRANSACTION, BUT MAY NOT PARTICIPATE IN ANY DELIBERATION OR VOTE OR FUTURE MEETINGS DURING THE DISCUSSION OF, DELIBERATIONS ABOUT, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. * IF APPROPRIATE, A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT NECESSARILY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE MAY DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST. * THE INTERESTED PERSON SHALL NOT INFLUENCE OR ATTEMPT TO INFLUENCE THE DECISIONS OF THE BOARD OR COMMITTEE CONSIDERING THE TRANSACTION. - VIOLATIONS OF THE CONFLICT OF INTEREST POLICY. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE INTERESTED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF THE BOARD OR COMMITTEE DETERMINES THAT THE INTERESTED PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FOUNDATION STAFF - NON-INTERESTED PERSON: ON AN ANNUAL BASIS AND AS PART OF NEW HIRE ORIENTATION ALL FOUNDATION STAFF (INCLUDING OFFICERS) ARE MADE AWARE OF AND BRIEFED ON THE FOUNDATION'S CONFLICT OF INTEREST POLICY. THE POLICY IS INCLUDED IN THE EMPLOYEE HANDBOOK. EVERY JANUARY, ALL EMPLOYEES SIGN A STATEMENT ACKNOWLEDGING THAT THEY HAVE READ, UNDERSTAND AND AGREE TO COMPLY WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. - MONITORING. EVERY JANUARY EACH EMPLOYEE (INCLUDING OFFICERS) PREPARES AND SIGNS AN ANNUAL CONFIDENTIALITY AND CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE STATEMENT ADDRESSES THE EMPLOYEE'S DUTY TO DISCLOSE ANY POTENTIAL OR ACTUAL DUALITY OF INTEREST OR CONFLICT OF INTEREST. ALL EMPLOYEES ARE REQUIRED TO MAKE PROMPT AND FULL DISCLOSURE IN WRITING TO THEIR MANAGER OF ANY POTENTIAL SITUATION WHICH MAY INVOLVE A CONFLICT OF INTEREST. - PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST. EMPLOYEES WITH A CONFLICT OF INTEREST QUESTION SHOULD SEEK ADVICE FROM MANAGEMENT. PRIOR TO ENGAGING IN ANY ACTIVITY, TRANSACTION, OR RELATIONSHIP THAT MAY GIVE RISE TO A CONFLICT OF INTEREST, EMPLOYEES MUST SEEK REVIEW FROM THEIR MANAGERS OR THE HUMAN RESOURCE DEPARTMENT. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER WILL MAKE THE FINAL DETERMINATION IF THE MATTER REMAINS UNRESOLVED. ANY VIOLATION OF THIS POLICY WILL SUBJECT THE EMPLOYEE OF THE FOUNDATION TO DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION FOR THE FOLLOWING POSITIONS IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. CHAIRMAN OF THE BOARD PRESIDENT AND CHIEF EXECUTIVE OFFICER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER THE MOST RECENT FORMAL COMPENSATION STUDY WAS CONDUCTED BY AN INDEPENDENT OUTSIDE CONSULTING FIRM IN 2023. - THE PROCESS FOR DETERMINING SENIOR STAFF COMPENSATION COMMENCES WITH AN ANNUAL PERFORMANCE REVIEW FOR EACH POSITION. - SALARY RANGES FOR EACH POSITION ARE DETERMINED BY THE FOUNDATION'S PARTICIPATION AND REVIEW OF MULTIPLE SALARY SURVEYS FOR COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED INDIVIDUALS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED LIKE-KIND ORGANIZATIONS. - THE BOARD REVIEWS PERFORMANCE, THE SALARY SURVEYS, AND ANY OTHER COMPARABILITY DATA. ANY RECOMMENDED ADJUSTMENT IS DISCUSSED AND APPROVED BY THE BOARD OF DIRECTORS. - CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DISCUSSION AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE REFLECTED IN THE BOARD MINUTES. Form 990, Part VI, Line 15b Process to establish compensation of other employees See Line 15a disclosure Form 990, Part VI, Line 19 Required documents available to the public THE FOLLOWING FOUNDATION DOCUMENTS ARE NOT REQUIRED TO BE MADE AVAILABLE TO THE GENERAL PUBLIC. - GOVERNING DOCUMENTS - FINANCIAL STATEMENTS - CONFLICT OF INTEREST POLICY CERTAIN DOCUMENTS AND FINANCIAL INFORMATION MAY BE FOUND THROUGH OTHER SOURCES SUCH AS THE ARIZONA CORPORATION COMMISSION OR GUIDESTAR. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CANCELLED GRANTS - 30003; OLYMPUS PROPERTIES I LLC 4747 N 32ND STREET PHOENIX AZ 85018 942850977 REAL ESTATE AZ 0 0 HELIOS OLYMPUS PROPERTIES II LLC 4747 N 32ND STREET PHOENIX AZ 85018 942850977 REAL ESTATE AZ 0 59889030 HELIOS