HELIOS EDUCATION FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: HELIOS EDUCATION FOUNDATION (EIN 94-2850977)
Tax period: 2018-10-01 to 2019-09-30
Filed: 2020-01-17
IRS object ID: 202030179349300003
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-01-17T08:58:08-06:00	ReturnTs
Tax Period End	2019-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	TWO NORTH CENTRAL AVENUE STE 2300	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	942850977	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Helios Education Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% MICHAEL CHESIN	InCareOfNm
Business Name Control	HELI	BusinessNameControlTxt
Phone	6023812260	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2415 E Camelback Road Suite 500	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85016	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL CHESIN	PersonNm
Person Title	SR. VP & CFO	PersonTitleTxt
Phone	6023812260	PhoneNum
Signature	2020-01-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATRICK SHIELDS	PreparerPersonNm
PTIN	P01508556	PTIN
Phone	6023223000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	164.57.159.253	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	86597020200175000000	FederalOriginalSubmissionId
Federal Original Submission Id	2020-01-17	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	3EE0EA4077A952E7D1F71D0CD73736AA8FC8EC2C	AtSubmissionCreationDeviceId
At Submission Filing Device Id	CCA9B02C92422D8D903F8C535EA08F049314C3B6	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-11-06 18:47:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Paul Luna	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2415 E Camelback Road500	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85016	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$251,343,043	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HELIOS.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2004	FormationYr
Legal Domicile State	AZ	LegalDomicileStateCd
Activity Or Mission	TO ENRICH THE LIVES OF INDIVIDUALS IN ARIZONA AND FLORIDA BY CREATING OPPORTUNITIES FOR SUCCESS IN POST-SECONDARY EDUCATION.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	34	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	-$98,353	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$98,353	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$26	PYContributionsGrantsAmt
CY Contributions Grants	$65	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$34,680,388	PYInvestmentIncomeAmt
CY Investment Income	$27,605,909	CYInvestmentIncomeAmt
PY Other Revenue	-$441,792	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$34,238,622	PYTotalRevenueAmt
CY Total Revenue	$27,605,974	CYTotalRevenueAmt
PY Grants And Similar Paid	$19,211,277	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$14,606,849	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$6,319,494	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$6,787,523	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$6,178,157	PYOtherExpensesAmt
CY Other Expenses	$5,465,234	CYOtherExpensesAmt
PY Total Expenses	$31,708,928	PYTotalExpensesAmt
CY Total Expenses	$26,859,606	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,529,694	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$746,368	CYRevenuesLessExpensesAmt
Total Assets BOY	$736,397,444	TotalAssetsBOYAmt
Total Assets EOY	$754,497,859	TotalAssetsEOYAmt
Total Liabilities BOY	$34,070,468	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$51,944,039	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$702,326,976	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$702,553,820	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO ENRICH THE LIVES OF INDIVIDUALS IN ARIZONA AND FLORIDA BY CREATING OPPORTUNITIES FOR SUCCESS IN POST-SECONDARY EDUCATION.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$21,814,804	ExpenseAmt
Grant	$14,606,849	GrantAmt
Revenue	$0	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$21,814,804	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	45	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	34	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	MICHAEL CHESIN	PersonNm
Phone	6023812260	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2415 EAST CAMELBACK ROAD SUITE 500	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85016	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
PAUL LUNA
PRESIDENT AND CEO	40.0	0.0	Yes (X)	Yes (X)	$486,682	$0	$95,816
VINCENT ROIG
CHAIRMAN	20.0	0.0	Yes (X)	Yes (X)	$258,103	$0	$43,324
MARK FERNANDEZ
DIRECTOR & SECRETARY	6.0	0.0	Yes (X)	Yes (X)	$46,096	$0	$0
TOM HERNDON
DIRECTOR & TREASURER	6.0	0.0	Yes (X)	Yes (X)	$58,795	$0	$0
DON ARIPOLI
DIRECTOR	6.0	0.0	Yes (X)		$47,619	$0	$0
VADA MANAGER
DIRECTOR	6.0	0.0	Yes (X)		$43,927	$0	$0
IOANNA MORFESSIS
DIRECTOR	6.0	0.0	Yes (X)		$53,360	$0	$0
JANE ROIG
DIRECTOR	6.0	0.0	Yes (X)		$54,329	$0	$0
MARIA SASTRE
DIRECTOR	6.0	0.0	Yes (X)		$51,685	$0	$0
STEVEN WHEELER
DIRECTOR	6.0	0.0	Yes (X)		$46,549	$0	$0
BARBARA RYAN THOMPSON
EXECUTIVE VICE PRESIDENT & COO	40.0	0.0		Yes (X)	$306,899	$0	$51,096
MICHAEL CHESIN
SR VICE PRESIDENT & CFO	40.0	0.0		Yes (X)	$261,272	$0	$92,762
VINCE YANEZ
SVP - AZ COMMUNITY ENGAGEMENT	40.0	0.0			$211,310	$0	$45,085	Yes (X)
CHARLES HOKANSON
SVP - FL COMMUNITY ENGAGEMENT	40.0	0.0			$204,433	$0	$45,735	Yes (X)
LINDA THOMPSON
SVP PROG ADMIN & ORG LEARNING	40.0	0.0			$202,492	$0	$67,607	Yes (X)
BRAULIO COLON
VP & PROGRAM DIRECTOR	40.0	0.0			$172,956	$0	$65,720		Yes (X)
KAREN ORTIZ
VP & PROGRAM DIRECTOR	40.0	0.0			$157,932	$0	$42,256		Yes (X)
PAUL PERRAULT
VP & Director of Research	40.0	0.0			$147,310	$0	$61,883		Yes (X)
JANICE PALMER
VP & DIRECTOR OF POLICY	40.0	0.0			$144,443	$0	$39,403		Yes (X)
ROB HOSCH
TECHNOLOGY DIRECTOR	40.0	0.0			$122,629	$0	$55,940		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,078,821	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$706,627	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	17	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
UEB BUILDERS INC
3080 NORTH CIVIC PLAZA 100	SCOTTSDALE	AZ	82251	GENERAL CONTRACTOR	$13,179,786
ARCHITEKTON INC
464 S FARMER AVE 101	TEMPE	AZ	85281	ARCHITECTURE DESIGN	$1,411,018
MERCER
PO BOX 730182	DALLAS	TX	75373	BUSINESS CONSULTING	$434,991
COMMUNITY WEALTH PARTNERS
1825 K STREET NW 1000	WASHINGTON	DC	20006	BUSINESS CONSULTING	$182,161
TURNER CONSTRUCTION MANAGEMENT LLC
11266 E PARADISE LANE	SCOTTSDALE	AZ	85255	CONSTRUCTION MGMT	$177,718

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$65	AllOtherContributionsAmt
Total Contributions	$65	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,338,795	TotalRevenueColumnAmt
Unrelated Business Revenue	-$98,353	UnrelatedBusinessRevenueAmt
Exclusion	$13,437,148	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$238,004,182	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$223,737,069	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$14,267,113	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,267,114	TotalRevenueColumnAmt
Exclusion	$14,267,114	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,605,974	TotalRevenueColumnAmt
Unrelated Business Revenue	-$98,353	UnrelatedBusinessRevenueAmt
Exclusion	$27,704,262	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$14,606,849	TotalAmt
Program Services	$14,606,849	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,397,579	TotalAmt
Program Services	$1,383,257	ProgramServicesAmt
Management And General	$1,014,322	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,623,112	TotalAmt
Program Services	$1,820,458	ProgramServicesAmt
Management And General	$802,654	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$384,926	TotalAmt
Program Services	$256,336	ProgramServicesAmt
Management And General	$128,590	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,098,561	TotalAmt
Program Services	$678,662	ProgramServicesAmt
Management And General	$419,899	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$283,345	TotalAmt
Program Services	$180,860	ProgramServicesAmt
Management And General	$102,485	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$32,910	TotalAmt
Program Services	$25,025	ProgramServicesAmt
Management And General	$7,885	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$85,756	TotalAmt
Program Services	$7,219	ProgramServicesAmt
Management And General	$78,537	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$5,203	TotalAmt
Program Services	$5,203	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,415,364	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,415,364	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$685,853	TotalAmt
Program Services	$484,488	ProgramServicesAmt
Management And General	$201,365	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$197,520	TotalAmt
Program Services	$115,532	ProgramServicesAmt
Management And General	$81,988	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$310,756	TotalAmt
Program Services	$199,480	ProgramServicesAmt
Management And General	$111,276	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$616,980	TotalAmt
Program Services	$439,483	ProgramServicesAmt
Management And General	$177,497	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$345,845	TotalAmt
Program Services	$295,516	ProgramServicesAmt
Management And General	$50,329	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$226,425	TotalAmt
Program Services	$123,385	ProgramServicesAmt
Management And General	$103,040	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$522,121	TotalAmt
Program Services	$489,263	ProgramServicesAmt
Management And General	$32,858	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$51,317	TotalAmt
Program Services	$22,727	ProgramServicesAmt
Management And General	$28,590	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
COMMUNITY RELATIONS	$538,650	$282,646	$256,004
COMMUNITY EVENT SPONSORSHIP	$79,666	$79,666	$0	$0
COMPANY EVENT SPONSORSHIP	$42,017	$9,898	$32,119	$0
REAL ESTATE & OTHER EXPENSES	$20,851	$20,851	$0	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$288,000	TotalAmt
Program Services	$288,000	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$26,859,606	TotalAmt
Program Services	$21,814,804	ProgramServicesAmt
Management And General	$5,044,802	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$445,333	BOYAmt
EOY	$506,416	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$16,020,014	BOYAmt
EOY	$19,885,753	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$370,055	BOYAmt
EOY	$285,742	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$92,092	BOYAmt
EOY	$1,930,289	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$58,533,488	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,794,012	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$28,494,714	BOYAmt
EOY	$56,739,476	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$518,880,146	BOYAmt
EOY	$491,366,160	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$172,090,090	BOYAmt
EOY	$183,779,023	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,000	BOYAmt
EOY	$5,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$736,397,444	BOYAmt
EOY	$754,497,859	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$6,218,986	BOYAmt
EOY	$12,059,567	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$27,851,482	BOYAmt
EOY	$21,650,176	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$18,234,296	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$34,070,468	BOYAmt
EOY	$51,944,039	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$702,326,976	BOYAmt
EOY	$702,553,820	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$702,326,976	BOYAmt
EOY	$702,553,820	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$736,397,444	BOYAmt
EOY	$754,497,859	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$746,368	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,161,667	NetUnrlzdGainsLossesInvstAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$642,143	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Supported Organizations	173	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	SEE PART VI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	000000000	EIN
Organization Type	7	OrganizationTypeCd
Governing Document Listed	false	GoverningDocumentListedInd
Support	$14,606,849	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$14,606,849	SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	false	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (true)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	false	OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART I, LINE 12G, AND PART IV, SECTION A, LINE 1	FormAndLineReferenceDesc
Explanation	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 PUBLIC CHARITIES DESCRIBED IN SECTIONS 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE. DURING FY19, THE FOUNDATION PROVIDED $14.6 MILLION IN GRANTS AND $60 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.	ExplanationTxt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Media Advertisements	$0	MediaAdvertisementsAmt
Mailings Members	false	MailingsMembersInd
Mailings Members	$0	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Publications Or Broadcast	$0	PublicationsOrBroadcastAmt
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Grants Other Organizations	$0	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$5,203	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Rallies Demonstrations	$0	RalliesDemonstrationsAmt
Other Activities	false	OtherActivitiesInd
Other Activities	$0	OtherActivitiesAmt
Total Lobbying Expenditures	$5,203	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1G	FormAndLineReferenceDesc
Explanation	LINE 1G CONSISTS OF CONSULTING EXPENSES AND NOMINAL LOBBYING COSTS EMBEDDED WITHIN COMMUNITY MEMBERSHIP DUES.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,352,520	OtherCostOrOtherBasisAmt
Book Value	$8,352,520	BookValueAmt

Field	Value	IRS element (for citing)
Buildings		BuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$596,661	OtherCostOrOtherBasisAmt
Depreciation	$251,356	DepreciationAmt
Book Value	$345,305	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,404,844	OtherCostOrOtherBasisAmt
Depreciation	$930,820	DepreciationAmt
Book Value	$474,024	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$48,179,463	OtherCostOrOtherBasisAmt
Depreciation	$611,836	DepreciationAmt
Book Value	$47,567,627	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$56,739,476	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
HEDGE FUNDS - ALTERNATIVES	$154,629,899	F
PRIVATE ASSETS - ALTERNATIVES	$29,149,124	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$183,779,023	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$25,088,943	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$1,161,667	NetUnrealizedGainsInvstAmt
Other Revenue	$60,000	OtherRevenueAmt
Revenue Not Reported	-$1,101,667	RevenueNotReportedAmt
Revenue Subtotal	$26,190,610	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,415,364	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$1,415,364	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$27,605,974	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$24,862,099	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$582,143	OtherExpensesIncludedAmt
Expenses Not Reported	-$582,143	ExpensesNotReportedAmt
Expenses Subtotal	$25,444,242	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,415,364	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$1,415,364	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$26,859,606	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART X, LINE 2	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 2015.
SCHEDULE D, PART XI, LINE 2D	IN-KIND - USE OF FACILITIES $ 60,000
SCHEDULE D, PART XII, LINE 2D	EXPIRED AND TERMINATED PRIOR YEARS GRANTS $(642,143) IN-KIND - USE OF FACILITIES $ 60,000 --------- $(582,143)

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Central America and the Caribbean	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	Investments	TypeOfActivitiesConductedTxt
Region Total Expenditures	$148,532,632	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$148,532,632	SubtotalSpentAmt
Total Spent	$148,532,632	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (81 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Academy Prep Center of Tampa
1407 E Columbus Dr	Tampa	FL	33605	593377240	501(c)(3)	$10,000	See Part IV
Achieve Miami
1951 NW 7th Ave Ste 600	Miami	FL	33136	475482321	501(c)(3)	$75,000	See Part IV
America's Promise Alliance
1110 Vermont Ave	Washington	DC	20005	541848713	501(c)(3)	$50,000	See Part IV
Arizona Academic Decathlon
6010 N 10th Way	Phoenix	AZ	85014	860508608	501(c)(3)	$42,500	See Part IV
Arizona Commission for Postsecondary Edu
2020 N Central Ave Ste 650	PHX	AZ	85004	866004791	Public Entity	$10,000	See Part IV
Arizona Community Foundation
2201 E Camelback RdSTE 405B	PHX	AZ	85016	860348306	501(c)(3)	$179,030	See Part IV
Arizona Department of Education
1535 W Jefferson Street	Phoenix	AZ	85007	591098499	Public Entity	$10,000	See Part IV
Arizona Diamondbacks Foundation
401 E Jefferson Street	Phoenix	AZ	85004	860901615	501(c)(3)	$8,500	See Part IV
Arizona Educational Foundation
6155 E Indian School Rd	PHX	AZ	85251	942937109	501(c)(3)	$6,000	See Part IV
Arizona Fdn of Human Service Providers
2100 N Central Ave 225	Phoenix	AZ	85004	942772384	501(c)(3)	$30,000	See Part IV
Arizona Grantmakers Forum
2201 E Camelback RdSte 405B	PHX	AZ	85016	861040394	501(c)(3)	$18,290	See Part IV
Arizona Hispanic Chamber of Commerce Fdn
255 E Osborn Rd STE 201	PHX	AZ	85012	860685240	501(c)(3)	$15,627	See Part IV
Arizona Science Center
600 E Washington Street	Phoenix	AZ	85004	860390558	501(c)(3)	$45,000	See Part IV
Arizona Technology Council Foundation
2800 N Central Ave 1530	Phoenix	AZ	85004	201185167	501(c)(3)	$10,000	See Part IV
ASU Fdn for a New American University
300 East University Drive	Tempe	AZ	85281	866051042	501(c)(3)	$591,860	See Part IV
ASU Preparatory Academy
PO Box 877304	Tempe	AZ	85287	260664313	501(c)(3)	$10,000	See Part IV
Be A Leader Foundation
1715 W Northern Ave 104	PHX	AZ	85021	550850279	501(c)(3)	$15,000	See Part IV
Big Brothers Big Sisters of Tampa Bay
4630 Woodland Corp Blvd	Tampa	FL	33614	592173085	501(c)(3)	$9,700	See Part IV
Central Arizona College Foundation
8470 N Overfield Road	Coolidge	AZ	85128	866040853	501(c)(3)	$600,000	See Part IV
Chicanos Por La Causa
1112 East Buckeye Road	Phoenix	AZ	85034	860227210	501(c)(3)	$8,500	See Part IV
College Success Arizona
4040 E Camelback RdSte 220	PHX	AZ	85018	202366755	501(c)(3)	$198,760	See Part IV
Community Foundation of Tampa Bay
4300 W Cypress St STE 700	Tampa	FL	33607	593001853	501(c)(3)	$5,450	See Part IV
Consortium of Florida Education Foundations
3919 W Newberry Rd	GAINESVILLE	FL	32607	651086820	501(c)(3)	$50,000	See Part IV
Diocesan Council - Society of St Vincent
PO Box 13600	Phoenix	AZ	85002	860096789	501(c)(3)	$15,000	See Part IV
Educate Tomorrow
1717 N Bayshore Dr	Miami	FL	33132	510493526	501(c)(3)	$650,000	See Part IV
Excelencia in Education
1156 15th St NW	Washington	DC	20036	200927912	501(c)(3)	$15,000	See Part IV
Expect More Arizona
PO Box 16088	Phoenix	AZ	85011	453681012	501(c)(3)	$45,300	See Part IV
First Things First
4000 N Central Ave Ste 800	PHX	AZ	85012	866004791	Public Entity	$12,900	See Part IV
Florida Chamber Foundation
136 S Bronough St	Tallahassee	FL	32301	596209605	501(c)(3)	$20,800	See Part IV
Florida College System Foundation
325 W Gaines St	Tallahassee	FL	32399	650530384	501(c)(3)	$25,000	See Part IV
Florida Education Foundation
325 W Gaines St	Tallahassee	FL	32399	592718509	501(c)(3)	$29,250	See Part IV
Florida Philanthropic Network
5421 Beaumont Center Dr	Tampa	FL	33634	201328734	501(c)(3)	$20,825	See Part IV
Florida State University Foundation
2010 Levy Avenue	Tallahassee	FL	32310	596152180	501(c)(3)	$159,000	See Part IV
Florida TaxWatch
106 N Bronough St	Tallahassee	FL	32301	591918055	501(c)(3)	$39,700	See Part IV
Frameworks of Tampa Bay
402 E Oak Avenue	Tampa	FL	33602	208776228	501(c)(3)	$7,500	See Part IV
Genesis City
525 E McDowell Rd	Phoenix	AZ	85004	860739107	501(c)(3)	$52,800	See Part IV
Grantmakers for Education
851 SW 6th Ave Ste 350	Portland	OR	97204	330919329	501(c)(3)	$11,500	See Part IV
Grantmakers for Effective Organizations
1310 L Street NW	Washington	DC	20005	010669150	501(c)(3)	$6,380	See Part IV
Great Hearts Academies
3102 N 56th St	Phoenix	AZ	85018	202036133	501(c)(3)	$52,000	See Part IV
Greater Phoenix Economic Council
2 N Cental Avenue	Phoenix	AZ	85004	474623504	501(c)(3)	$6,000	See Part IV
Greater Tampa Chamber of Commerce Fdn
201 N Franklin St Ste 201	Tampa	FL	33602	593462329	501(c)(3)	$12,020	See Part IV
Hillsborough Community College Foundation
39 Columbia Dr 7th Floor	Tampa	FL	33606	591810717	501(c)(3)	$14,005	See Part IV
Hillsborough Education Foundation
2306 N Howard Ave	Tampa	FL	33607	592883361	501(c)(3)	$47,582	See Part IV
HonorHealth Foundation
8125 N Hayden Road	Scottsdale	AZ	85258	742355411	501(c)(3)	$10,000	See Part IV
Isac Amaya Foundation
3302 N 7TH ST UNIT 232	Phoenix	AZ	85014	451487332	501(c)(3)	$60,000	See Part IV
Lawton Chiles Foundation
12008 Miccosukee Road	Tallahassee	FL	32309	593400148	501(c)(3)	$50,900	See Part IV
Make Way for Books
700 N Stone Ave	Tucson	AZ	85705	311583036	501(c)(3)	$536,000	See Part IV
Maricopa Community Colleges
2411 W 14th St	Tempe	AZ	85281	860348306	Public Entity	$19,250	See Part IV
Maricopa Community Colleges Foundation
2419 West 14th Street	Tempe	AZ	85281	860327449	501(c)(3)	$1,016,000	See Part IV
Maricopa Unified School District
44150 W Maricopa-Casa Gr	MCPA	AZ	85138	521671314	501(c)(3)	$10,000	See Part IV
Miami Arizona Downtown Economic Resurgence
PO Box 370	Miami	AZ	85539	300526840	501(c)(3)	$10,000	See Part IV
NALEO Educational Fund
1122 W Washington Blvd	LA	CA	90015	521212849	501(c)(3)	$100,000	See Part IV
National College Access Network
1001 Connecticut Ave	Washington	DC	20036	311793562	501(c)(3)	$26,125	See Part IV
NORC
1155 E 60th St	Chicago	IL	60637	362167808	501(c)(3)	$28,000	See Part IV
Northern Arizona University Foundation
PO Box 4094	Flagstaff	AZ	86011	860193726	501(c)(3)	$3,701,500	See Part IV
Phoenix Suns Charities
201 E Jefferson Street	Phoenix	AZ	85004	860633919	501(c)(3)	$17,000	See Part IV
Pinellas Education Foundation
12090 Starkey Road	Largo	FL	33773	592688253	501(c)(3)	$1,305,000	See Part IV
Policy Innovators in Education Network
510 1st Ave N	Minneapolis	MN	55403	275550971	501(c)(3)	$9,195	See Part IV
Read Better Be Better
715 E Montecito Ave	Phoenix	AZ	85014	474003520	501(c)(3)	$28,000	See Part IV
Sandra Day O'Connor Institute
111 East Taylor Street	Phoenix	AZ	85004	263521510	501(c)(3)	$26,500	See Part IV
St Mary's Food Bank Alliance
2831 N 31st Ave	Phoenix	AZ	85009	237353532	501(c)(3)	$5,800	See Part IV
Starting Right Now
16057 Tampa Palms Blvd	Tampa	FL	33647	263725699	501(c)(3)	$5,100	See Part IV
Take Stock in Children
3000 NE 30th Pl	Fort Lauderdale	FL	33306	593331584	501(c)(3)	$120,000	See Part IV
Teach for America - Phoenix
3030 N Central Ave Ste 900	PHX	AZ	85012	133541913	501(c)(3)	$34,940	See Part IV
The Children's Movement of Florida
3250 SW 3rd Ave	Miami	FL	33129	311626706	501(c)(3)	$26,000	See Part IV
The Miami Foundation
40 NW 3rd Street Suite 305	Miami	FL	33128	650350357	501(c)(3)	$15,000	See Part IV
Translational Genomics Research Inst Fdn
445 N 5th St Ste 120	PHX	AZ	85004	331092191	501(c)(3)	$15,000	See Part IV
Tucson Festival of Books
1209 E University	Tucson	AZ	85721	262145432	501(c)(3)	$9,150	See Part IV
Tucson Values Teachers
3497 N Campbell Ave	Tucson	AZ	85719	264637708	501(c)(3)	$7,000	See Part IV
United Way Miami-Dade
3250 SW 3rd Ave	Miami	FL	33129	590830840	501(c)(3)	$10,000	See Part IV
United Way of Florida
307-B East 7th Avenue	Tallahassee	FL	32303	592104175	501(c)(3)	$9,700	See Part IV
United Way of Tucson and Southern Arizona
330 N Commerce Park Lp	Tucson	AZ	85745	860098932	501(c)(3)	$7,185	See Part IV
United Way Suncoast
5201 W Kennedy Blvd	Tampa	FL	33609	593725701	501(c)(3)	$75,737	See Part IV
University of Arizona Foundation
1111 N Cherry Ave	Tucson	AZ	85721	866050388	501(c)(3)	$86,000	See Part IV
University of Central Florida Foundation
12424 Research Pkwy	Orlando	FL	32826	596211832	501(c)(3)	$1,000,000	See Part IV
University of Florida Board of Trustees
201 Criser Hall	Gainsville	FL	32611	202343265	Public Entity	$2,000,000	See Part IV
University of South Florida Foundation
4202 E Fowler Ave	Tampa	FL	33620	590879015	501(c)(3)	$104,414	See Part IV
Valley of the Sun United Way
3200 E Camelback Rd	Phoenix	AZ	85018	860104419	501(c)(3)	$52,447	See Part IV
Victoria Foundation
1122 E Buckeye Rd Ste B5	PHX	AZ	85034	237091708	501(c)(3)	$9,316	See Part IV
WestEd
4665 Lampson Ave A	Los Alamitos	CA	90720	943233542	Public Entity	$550,000	See Part IV
Yavapai County Educational Services Agency
2970 Centerpointe E Dr	Prescott	AZ	86301	866000561	Public Entity	$380,000	See Part IV

Field	Value	IRS element (for citing)
Total501c3 Org	81	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE I, PART I, LINE 2	SEE SCHEDULE O
SCHEDULE I, PART II, COLUMN (H)	SEE SCHEDULE O

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PAUL LUNA
PRESIDENT AND CEO	$374,990	$0	$50,000	$0	$61,692	$0	$27,500	$0	$68,316	$0	$582,498	$0	$0	$0
VINCENT ROIG
CHAIRMAN	$213,380	$0	$35,000	$0	$9,723	$0	$0	$0	$43,324	$0	$301,427	$0	$0	$0
BARBARA RYAN THOMPSON
EXECUTIVE VICE PRESIDENT & COO	$275,568	$0	$40,000	$0	-$8,669	$0	$27,500	$0	$23,596	$0	$357,995	$0	$0	$0
MICHAEL CHESIN
SR VICE PRESIDENT & CFO	$222,550	$0	$30,000	$0	$8,722	$0	$27,500	$0	$65,262	$0	$354,034	$0	$0	$0
VINCE YANEZ
SVP - AZ COMMUNITY ENGAGEMENT	$203,489	$0	$6,015	$0	$1,806	$0	$21,181	$0	$23,904	$0	$256,395	$0	$0	$0
CHARLES HOKANSON
SVP - FL COMMUNITY ENGAGEMENT	$202,468	$0	$1,024	$0	$941	$0	$22,293	$0	$23,442	$0	$250,168	$0	$0	$0
LINDA THOMPSON
SVP PROG ADMIN & ORG LEARNING	$194,872	$0	$1,024	$0	$6,596	$0	$22,262	$0	$45,345	$0	$270,099	$0	$0	$0
BRAULIO COLON
VP & PROGRAM DIRECTOR	$168,158	$0	$1,015	$0	$3,783	$0	$17,625	$0	$48,095	$0	$238,676	$0	$0	$0
KAREN ORTIZ
VP & PROGRAM DIRECTOR	$146,654	$0	$1,015	$0	$10,263	$0	$18,313	$0	$23,943	$0	$200,188	$0	$0	$0
PAUL PERRAULT
VP & Director of Research	$149,178	$0	$1,015	$0	-$2,883	$0	$15,999	$0	$45,884	$0	$209,193	$0	$0	$0
JANICE PALMER
VP & DIRECTOR OF POLICY	$138,115	$0	$6,015	$0	$313	$0	$16,294	$0	$23,109	$0	$183,846	$0	$0	$0
ROB HOSCH
TECHNOLOGY DIRECTOR	$119,696	$0	$2,583	$0	$350	$0	$11,621	$0	$44,319	$0	$178,569	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1	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'. COMPANION TRAVEL IS PROVIDED IN LIMITED CIRCUMSTANCES AND IS REPORTED AS TAXABLE INCOME TO THE INDIVIDUAL.
Schedule J, Part I, Line 4b	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	DISCRETIONARY BONUSES WERE AUTHORIZED BY THE BOARD FOR CERTAIN INDIVIDUALS BASED ON PERFORMANCE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A	HELIOS EDUCATION FOUNDATION IS DEDICATED TO CREATING OPPORTUNITIES FOR INDIVIDUALS IN ARIZONA AND FLORIDA TO ACHIEVE A POSTSECONDARY EDUCATION. THE FOUNDATIONS WORK IS DRIVEN BY ITS FOUR FUNDAMENTAL BELIEFS: 1) COMMUNITY - EDUCATION CHANGES LIVES AND STRENTHENS 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 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. IN ARIZONA, WHERE LATINO STUDENTS COMPRISE THE LARGEST PERCENTAGE OF THE K-12 PUBLIC SCHOOL POPULATION, THE FOUNDATION IS IMPLEMENTING ITS ARIZONA LATINO STUDENT SUCCESS INITIATIVE FOCUSED ON PREPARING ALL STUDENTS FOR SUCCESS, ESPECIALLY STUDENTS IN HIGH POVERTY, UNDERSERVED LATINO COMMUNITIES. IN FLORIDAS THREE LARGEST METROPOLITAN REGIONS, MIAMI, ORLANDO, AND TAMPA, HELIOS IS HELPING UNDERSERVED, MINORITY, FIRST GENERATION STUDENTS ACHIEVE A POSTSECONDARY EDUCATION THROUGH THE FOUNDATIONS REGIONAL STUDENT SUCCESS INITIATIVE. 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 FY19, HELIOS EDUCATION FOUNDATION PROVIDED $14.6 MILLION IN GRANTS AND $60 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 VIEWS COLLABORATION AND PARTNERSHIP AS A KEY COMPONENT TO CULTIVATING INNOVATIVE IDEAS AND DEVELOPING SOLUTIONS TO THE COMPLEX CHALLENGES FACING EDUCATION. THROUGH COLLABORATION, STRATEGIC PARTNERSHIPS, AND INVESTMENTS, HELIOS FOCUSES ITS WORK IN THREE AREAS: EARLY GRADE SUCCESS, COLLEGE AND CAREER READINESS AND POSTSECONDARY COMPLETION. PRIORITIES IN ACHIEVING OUR LONG-TERM GOAL: 1) EARLY GRADE SUCCESS - HELIOS IS PARTNERING TO ENSURE CHILDREN IN ARIZONA AND FLORIDA, AGES BIRTH TO EIGHT, ENTER KINDERGARTEN PREPARED TO SUCCEED AND ARE READING AT GRADE LEVEL BY THE END OF THIRD GRADE. 2) COLLEGE AND CAREER READINESS - THROUGH THE FOUNDATIONS COLLEGE AND CAREER READINESS INITIATIVE, HELIOS IS CREATING PARTNERSHIPS THAT STRIVE FOR ALL ARIZONA AND FLORIDA HIGH SCHOOL GRADUATES TO BE PREPARED TO ENTER COLLEGE AND PURSUE AND COMPLETE A POSTSECONDARY EDUCATION. 3) POSTSECONDARY COMPLETION IMBEDDED IN THE FOUNDATION'S POSTSECONDARY COMPLETION STRATEGIES IS A FOCUS AND CONCENTRATION IN ASSISTING MORE TRADITIONALLY UNDERSERVED STUDENTS IN ARIZONA AND FLORIDA ACCESS, PERSIST AND ATTAIN A HIGH-QUALITY POSTSECONDARY CERTIFICATE OR DEGREE.
FORM 990, PART VI, LINE 2	VINCENT ROIG AND JANE ROIG HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, LINE 11B 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	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, LINES 15A & 15B	COMPENSATION FOR THE FOLLOWING POSITIONS IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. CHAIRMAN OF THE BOARD TREASURER SECRETARY PRESIDENT AND CHIEF EXECUTIVE OFFICER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER THERE IS NO ADDITIONAL COMPENSATION PAID TO BOARD MEMBERS WHO ALSO SERVE AS CORPORATE OFFICERS. THE MOST RECENT FORMAL COMPENSATION STUDY WAS CONDUCTED BY AN INDEPENDENT OUTSIDE CONSULTING FIRM IN 2019. - 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 FOUNDATION HAS ALSO ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO STUDY AND ASSIST IN DETERMINING APPROPRIATE COMPENSATION RANGES FOR ALL STAFF POSITIONS. - 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 19	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 EXPIRED AND TERMINATED PRIOR YEARS GRANTS $642,143
SCHEDULE I, PART I, LINE 2	THE FOLLOWING DUE DILIGENCE AND OVERSIGHT PROCEDURES ARE FOLLOWED PRIOR TO AWARDING AND FUNDING A GRANT: THE FOUNDATIONS DUE DILIGENCE PROCESS FOR FIRST-TIME GRANTEES BEGINS IN EARLY CONVERSATIONS BETWEEN THE PROJECT LEAD AND THE PROSPECTIVE PARTNER (GRANTEE). MANAGEMENT AND FINANCIAL RISK ARE INFORMALLY EXPLORED THROUGH QUESTIONS SUCH AS: 1. WHAT IS THE ORGANIZATIONS 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 OR 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? - PROJECT 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 SMARTSIMPLE WHEN THEY ESTABLISH THEIR ONLINE PROFILE: EXISTENCE OF EQUAL OPPORTUNITY EMPLOYER AND ANTI-DISCRIMINATION POLICIES. CONCURRENTLY, PROGRAM 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 AND 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 PROGRAM 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.
SCHEDULE I, PART II, COLUMN (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 OPOORTUNITIES 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 R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
OLYMPUS PROPERTIES I LLC
2415 EAST CAMELBACK RD 500	PHOENIX	AZ	85016	942850977	REAL ESTATE	AZ	$0	$0	HELIOS
OLYMPUS PROPERTIES II LLC
2415 EAST Camelback Rd 500	PHOENIX	AZ	85016	942850977	REAL ESTATE	AZ	-$501,313	$57,411,859	HELIOS