HELIOS EDUCATION FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HELIOS EDUCATION FOUNDATION (EIN 94-2850977)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-01-11
- IRS object ID
- 201930119349300823
- Schema version
- 2017v2.3
- 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 | 2019-01-11T11:48:08-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | 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 | 2017-10-01 | 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 | 2018-12-12 | 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 | 86597020190115000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-01-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0FD3178183619286035AA06C9BAA1B15F55AB8A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1DEFEEA347AFF02CE3AF0741EDDCF1F60A18EC1E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 Road 500 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $350,347,031 | 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 | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,480,732 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,680,388 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,054,992 | PYOtherRevenueAmt |
| CY Other Revenue | -$441,792 | CYOtherRevenueAmt |
| PY Total Revenue | $22,425,740 | PYTotalRevenueAmt |
| CY Total Revenue | $34,238,622 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $24,526,983 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,211,277 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,721,497 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,319,494 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,069,124 | PYOtherExpensesAmt |
| CY Other Expenses | $6,178,157 | CYOtherExpensesAmt |
| PY Total Expenses | $37,317,604 | PYTotalExpensesAmt |
| CY Total Expenses | $31,708,928 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$14,891,864 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,529,694 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $726,413,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $736,397,444 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,850,007 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,070,468 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $690,563,119 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $702,326,976 | 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 | $25,198,582 | ExpenseAmt |
| Grant | $19,211,277 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $25,198,582 | 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 | 42 | 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 |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| 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 |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| 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 E camelback rd 500 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PAUL LUNA | ||||||||||
| PRESIDENT AND CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $460,627 | $0 | $82,817 | |||
| VINCENT ROIG | ||||||||||
| CHAIRMAN | 20.0 | 0.0 | Yes (X) | Yes (X) | $245,288 | $0 | $37,339 | |||
| MARK FERNANDEZ | ||||||||||
| DIRECTOR & SECRETARY | 6.0 | 0.0 | Yes (X) | Yes (X) | $50,205 | $0 | $0 | |||
| TOM HERNDON | ||||||||||
| DIRECTOR & TREASURER | 6.0 | 0.0 | Yes (X) | Yes (X) | $61,100 | $0 | $0 | |||
| DON ARIPOLI | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $48,387 | $0 | $0 | ||||
| VADA MANAGER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $47,417 | $0 | $0 | ||||
| IOANNA MORFESSIS | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $56,354 | $0 | $0 | ||||
| JANE ROIG | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $54,855 | $0 | $0 | ||||
| MARIA SASTRE | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $54,143 | $0 | $0 | ||||
| STEVEN WHEELER | ||||||||||
| DIRECTOR | 6.0 | 0.0 | Yes (X) | $47,471 | $0 | $0 | ||||
| BARBARA RYAN THOMPSON | ||||||||||
| EXECUTIVE VICE PRESIDENT & COO | 40.0 | 0.0 | Yes (X) | $326,696 | $0 | $51,377 | ||||
| MICHAEL CHESIN | ||||||||||
| SR VICE PRESIDENT & CFO | 40.0 | 0.0 | Yes (X) | $262,560 | $0 | $81,528 | ||||
| LINDA THOMPSON | ||||||||||
| SVP PROG ADM & ORG LEARNING | 40.0 | 0.0 | $202,378 | $0 | $52,896 | Yes (X) | ||||
| CHARLES HOKANSON | ||||||||||
| SVP-FL COMMUNITY ENGAGEMENT | 40.0 | 0.0 | $195,277 | $0 | $41,495 | Yes (X) | ||||
| VINCE YANEZ | ||||||||||
| SVP-AZ COMMUNITY ENGAGEMENT | 40.0 | 0.0 | $177,459 | $0 | $35,454 | Yes (X) | ||||
| KAREN ORTIZ | ||||||||||
| VP & PROGRAM DIRECTOR | 40.0 | 0.0 | $164,563 | $0 | $27,087 | Yes (X) | ||||
| BRAULIO COLON | ||||||||||
| VP & PROGRAM DIRECTOR | 40.0 | 0.0 | $164,314 | $0 | $58,331 | Yes (X) | ||||
| PAUL PERRAULT | ||||||||||
| VP & Director of Research | 40.0 | 0.0 | $141,312 | $0 | $56,771 | Yes (X) | ||||
| JANICE PALMER | ||||||||||
| VP & DIRECTOR OF POLICY | 40.0 | 0.0 | $130,612 | $0 | $29,818 | Yes (X) | ||||
| REBECCA LINDGREN | ||||||||||
| VP MARKETING AND COMMUNICATION | 40.0 | 0.0 | $112,301 | $0 | $25,807 | Yes (X) | ||||
| IAN SMITH | ||||||||||
| SR VICE PRESIDENT & CCO | 0.0 | 0.0 | $228,267 | $0 | $33,879 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,231,586 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $614,599 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| ARCHITEKTON INC | |||||
| 464 S FARMER AVE 101 | TEMPE | AZ | 85281 | architectural design | $2,514,450 |
| UEB BUILDERS INC | |||||
| 6750 E CAMELBACK RD STE 103 | SCOTTSDALE | AZ | 85251 | GENERAL CONTRACTOR | $1,562,379 |
| mercer | |||||
| po box 730182 | DALLAS | TX | 75373 | business consulting | $498,228 |
| community wealth partner | |||||
| 1825 k street nw 1000 | WASHINGTON | DC | 20006 | business consulting | $201,788 |
| steven betts | |||||
| 211 e catalina drive | PHOENIX | AZ | 85012 | construction mgmt | $180,539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| All Other Contributions | $26 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $26 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,038,429 | TotalRevenueColumnAmt |
| Exclusion | $15,038,429 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,107 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $483,899 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$441,792 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$441,792 | TotalRevenueColumnAmt |
| Exclusion | -$441,792 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $335,266,469 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $315,624,510 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,641,959 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,641,959 | TotalRevenueColumnAmt |
| Exclusion | $19,641,959 | 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 | $34,238,622 | TotalRevenueColumnAmt |
| Exclusion | $34,238,596 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,211,277 | TotalAmt |
| Program Services | $19,211,277 | 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 | $3,306,284 | TotalAmt |
| Program Services | $2,105,717 | ProgramServicesAmt |
| Management And General | $1,200,567 | 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 | $1,387,894 | TotalAmt |
| Program Services | $710,391 | ProgramServicesAmt |
| Management And General | $677,503 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,959 | TotalAmt |
| Program Services | $281,958 | ProgramServicesAmt |
| Management And General | $164,001 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,162 | TotalAmt |
| Program Services | $522,046 | ProgramServicesAmt |
| Management And General | $394,116 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,195 | TotalAmt |
| Program Services | $162,072 | ProgramServicesAmt |
| Management And General | $101,123 | 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 | $42,974 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $42,974 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,389 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $117,389 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,249 | TotalAmt |
| Program Services | $12,249 | 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 | $1,635,722 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,635,722 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,399 | TotalAmt |
| Program Services | $534,291 | ProgramServicesAmt |
| Management And General | $218,108 | 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 | $224,681 | TotalAmt |
| Program Services | $124,475 | ProgramServicesAmt |
| Management And General | $100,206 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,504 | TotalAmt |
| Program Services | $77,112 | ProgramServicesAmt |
| Management And General | $98,392 | 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 | $429,636 | TotalAmt |
| Program Services | $240,152 | ProgramServicesAmt |
| Management And General | $189,484 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,391 | TotalAmt |
| Program Services | $248,786 | ProgramServicesAmt |
| Management And General | $90,605 | 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 | $270,961 | TotalAmt |
| Program Services | $100,489 | ProgramServicesAmt |
| Management And General | $170,472 | 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 | $495,749 | TotalAmt |
| Program Services | $473,628 | ProgramServicesAmt |
| Management And General | $22,121 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,489 | TotalAmt |
| Program Services | $19,150 | ProgramServicesAmt |
| Management And General | $27,339 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNITY EVENT SPONSORSHIP | $94,971 | $94,971 | $0 | $0 |
| COMPANY EVENT SPONSORSHIP | $98,015 | $19,785 | $78,230 | $0 |
| REAL ESTATE & OTHER EXP. | $1,045,358 | $0 | $1,045,358 | $0 |
| COMMUNITY RELATIONS | $396,669 | $260,033 | $136,636 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,708,928 | TotalAmt |
| Program Services | $25,198,582 | ProgramServicesAmt |
| Management And General | $6,510,346 | 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 | $250,165 | BOYAmt |
| EOY | $445,333 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,804,240 | BOYAmt |
| EOY | $16,020,014 | 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 | $272,740 | BOYAmt |
| EOY | $370,055 | 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 | $151,880 | BOYAmt |
| EOY | $92,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,822,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,327,737 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,435,610 | BOYAmt |
| EOY | $28,494,714 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,691,151 | BOYAmt |
| EOY | $518,880,146 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,796,280 | BOYAmt |
| EOY | $172,090,090 | 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 | $0 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,060 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,413,126 | BOYAmt |
| EOY | $736,397,444 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,780,225 | BOYAmt |
| EOY | $6,218,986 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,069,782 | BOYAmt |
| EOY | $27,851,482 | 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 | $0 | 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 | $35,850,007 | BOYAmt |
| EOY | $34,070,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,563,119 | BOYAmt |
| EOY | $702,326,976 | 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 | $690,563,119 | BOYAmt |
| EOY | $702,326,976 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,413,126 | BOYAmt |
| EOY | $736,397,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,529,694 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,234,163 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| 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 | $19,381,278 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $19,381,278 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
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 11G, 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 FY18, THE FOUNDATION PROVIDED $19.3 MILLION IN GRANTS 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 | $12,249 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Other Activities | false | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $12,249 | 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 expense 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 | $596,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $185,584 | DepreciationAmt |
| Book Value | $411,075 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,388,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $768,915 | DepreciationAmt |
| Book Value | $619,816 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,484,541 | OtherCostOrOtherBasisAmt |
| Depreciation | $373,238 | DepreciationAmt |
| Book Value | $19,111,303 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,494,714 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS - ALTERNATIVES | $158,019,045 | F |
| PRIVATE ASSETS - ALTERNATIVES | $14,071,045 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $172,090,090 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,320,962 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,234,163 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $9,234,163 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,086,799 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,635,722 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$483,899 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,151,823 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,238,622 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,557,105 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $483,899 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $483,899 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,073,206 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,635,722 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,635,722 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,708,928 | 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 2014. |
| SCHEDULE D, PART XI, LINE 4B | RENTAL EXPENSES (OLYMPUS PROPERTIES II) $(483,899) |
| SHCEDULE D, PART XII, LINE 2D | RENTAL EXPENSES $483,899 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $131,561,585 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $131,561,585 | SubtotalSpentAmt |
| Total Spent | $131,561,585 | 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 (73 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 East Columbus Drive | Tampa | FL | 33605 | 593377240 | 501(c)(3) | $10,000 | See Part IV |
| American Alliance of Museums | |||||||
| 2451 Crystal Drive | Arlington | VA | 22202 | 530205889 | 501(c)(3) | $50,000 | See Part IV |
| America's Promise Alliance | |||||||
| 1110 Vermont Avenue NW Ste 900 | Washington | DC | 20005 | 541848713 | 501(c)(3) | $23,750 | See Part IV |
| Anti-Defamation League | |||||||
| 3200 N Central Ave Ste 2120 | Phoenix | AZ | 85012 | 132887439 | 501(c)(3) | $23,000 | See Part IV |
| Arizona Academic Decathlon | |||||||
| 6010 N 10th Way | Phoenix | AZ | 85014 | 860508608 | 501(c)(3) | $40,000 | See Part IV |
| Arizona Commission for Postsecondary Edu | |||||||
| 2020 N Central Ave Ste 650 | Phoenix | AZ | 85004 | 866004791 | Public Entity | $20,204 | See Part IV |
| Arizona Community Foundation | |||||||
| 2201 E Camelback Rd Ste 405B | Phoenix | AZ | 85016 | 860348306 | 501(c)(3) | $3,547,230 | See Part IV |
| Arizona Diamondbacks Foundation | |||||||
| 401 E Jefferson Street | Phoenix | AZ | 85004 | 860901615 | 501(c)(3) | $8,500 | See Part IV |
| Arizona Grantmakers Forum | |||||||
| 2201 E Camelback Rd Ste 405B | Phoenix | AZ | 85016 | 861040394 | 501(c)(3) | $18,710 | See Part IV |
| Arizona School Administrators | |||||||
| 1910 W Washington St | Phoenix | AZ | 85009 | 860255586 | 501(c)(3) | $51,930 | See Part IV |
| Arizona School Boards Association | |||||||
| 2100 N Central Ave Ste 200 | Phoenix | AZ | 85004 | 860288067 | 501(c)(3) | $6,320 | See Part IV |
| Arizona Science Center | |||||||
| 600 E Washington Street | Phoenix | AZ | 85004 | 860390558 | 501(c)(3) | $1,545,000 | See Part IV |
| Aspen Forum for Community Solutions | |||||||
| 2300 N St NW 700 | Washington | DC | 20037 | 840399006 | 501(c)(3) | $300,000 | See Part IV |
| ASU Foundation for a New American Uni | |||||||
| 300 East University Drive | Tempe | AZ | 85281 | 866051042 | 501(c)(3) | $35,780 | See Part IV |
| Be A Leader Foundation | |||||||
| 1715 W Northern Avenue 104 | Phoenix | AZ | 85021 | 550850279 | 501(c)(3) | $340,000 | See Part IV |
| Big Brothers Big Sisters of Central Arizona | |||||||
| 4745 N 7th Street Suite 210 | Phoenix | AZ | 85014 | 860975009 | 501(c)(3) | $5,500 | See Part IV |
| Center for the Future of Arizona | |||||||
| 541 E Van Buren Suite B-5 | Phoenix | AZ | 85004 | 820538372 | 501(c)(3) | $150,000 | See Part IV |
| College Success Arizona | |||||||
| 4040 E Camelback Rd Suite 220 | Phoenix | AZ | 85018 | 202366755 | 501(c)(3) | $86,350 | See Part IV |
| Consortium of Florida Education Foundations | |||||||
| 3919 W Newberry Rd Ste 3 | Gainesville | FL | 32607 | 651086820 | 501(c)(3) | $100,000 | See Part IV |
| D3 Foundation | |||||||
| 1451 W Cypress Crk | Ft Lauderdale | FL | 33069 | 462643089 | 501(c)(3) | $10,000 | See Part IV |
| Diocesan CounCIL - Society of St Vincent | |||||||
| PO Box 13600 | Phoenix | AZ | 85002 | 860096789 | 501(c)(3) | $23,800 | See Part IV |
| Educate Tomorrow | |||||||
| 1717 N Bayshore Dr | Miami | FL | 33132 | 510493526 | 501(c)(3) | $150,000 | See Part IV |
| Expect More Arizona | |||||||
| PO Box 16088 | Phoenix | AZ | 85011 | 453681012 | 501(c)(3) | $29,630 | See Part IV |
| Florida Chamber Foundation | |||||||
| 136 S Bronough St | Tallahassee | FL | 32301 | 596209605 | 501(c)(3) | $20,800 | See Part IV |
| Florida Children's Council | |||||||
| 111 N Gadsden St Ste 300 | Tallahassee | FL | 32301 | 650299932 | 501(c)(3) | $1,700,000 | See Part IV |
| Florida College System Foundation | |||||||
| 325 West Gaines Street Ste 1548 | Tallahassee | FL | 32399 | 650530384 | 501(c)(3) | $50,000 | See Part IV |
| Florida Education Foundation | |||||||
| 325 W Gaines Street Suite 1524 | Tallahassee | FL | 32399 | 592718509 | 501(c)(3) | $29,500 | See Part IV |
| Florida International University Foundation | |||||||
| 11200 SW 8th Street MARC 531 | Miami | FL | 33199 | 237047106 | 501(c)(3) | $525,000 | See Part IV |
| Florida Philanthropic Network | |||||||
| 5421 Beaumont Center Dr Suite 655 | Tampa | FL | 33634 | 201328734 | 501(c)(3) | $91,695 | See Part IV |
| Florida State University Foundation | |||||||
| 2010 Levy Avenue | Tallahassee | FL | 32310 | 596152180 | 501(c)(3) | $226,200 | See Part IV |
| Genesis City | |||||||
| 525 E McDowell Rd | Phoenix | AZ | 85004 | 860739107 | 501(c)(3) | $47,800 | See Part IV |
| Grantmakers for Education | |||||||
| 851 SW 6th Ave Suite 350 | Portland | OR | 97204 | 330919329 | 501(c)(3) | $7,500 | 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 Ste 300 | Phoenix | AZ | 85018 | 202036133 | 501(c)(3) | $51,500 | See Part IV |
| Greater Tampa Chamber of Commerce FDN | |||||||
| 201 N Franklin St Ste 201 | Tampa | FL | 33602 | 593462329 | 501(c)(3) | $8,550 | See Part IV |
| Hillsborough Education Foundation | |||||||
| 2306 N Howard Ave | Tampa | FL | 33607 | 592883361 | 501(c)(3) | $47,308 | See Part IV |
| Hispanic Heritage SchOLARSHIP Metro Orland | |||||||
| 518 S Magnolia Ave Ste 100 | Orlando | FL | 32801 | 010807279 | 501(c)(3) | $9,716 | See Part IV |
| Isac Amaya Foundation | |||||||
| 3302 N 7TH ST UNIT 232 | Phoenix | AZ | 85014 | 451487332 | 501(c)(3) | $15,800 | See Part IV |
| Lawton Chiles Foundation | |||||||
| 12008 Miccosukee Road | Tallahassee | FL | 32309 | 593400148 | 501(c)(3) | $40,000 | See Part IV |
| Leadership Florida | |||||||
| 215 S Monroe St Ste 710 | Tallahassee | FL | 32301 | 593201445 | 501(c)(3) | $500,200 | See Part IV |
| LULAC Institute | |||||||
| 1133 19TH ST NW STE 1000 | Washington | DC | 20036 | 522072106 | 501(c)(3) | $5,800 | See Part IV |
| Make Way for Books | |||||||
| 700 N Stone Ave | Tucson | AZ | 85705 | 311583036 | 501(c)(3) | $10,000 | See Part IV |
| Maricopa Community Colleges | |||||||
| 2411 W 14th Street | Tempe | AZ | 85281 | 860348306 | 501(c)(3) | $10,000 | See Part IV |
| Maricopa Community Colleges Foundation | |||||||
| 2419 West 14th Street | Tempe | AZ | 85281 | 860327449 | 501(c)(3) | $14,000 | See Part IV |
| NALEO Educational Fund | |||||||
| 1122 West Washington Blvd 3rd Flo | Los Angeles | CA | 90015 | 521212849 | 501(c)(3) | $820,000 | See Part IV |
| National College Access Network | |||||||
| 1001 Connecticut Ave Ste 300 | Washington | DC | 20036 | 311793562 | 501(c)(3) | $26,200 | See Part IV |
| NORC | |||||||
| 1155 E 60th St | Chicago | IL | 60637 | 362167808 | 501(c)(3) | $1,300,000 | See Part IV |
| Phoenix Day | |||||||
| 115 E Tonto Street | Phoenix | AZ | 85004 | 860096782 | 501(c)(3) | $25,100 | See Part IV |
| Phoenix Suns Charities | |||||||
| 201 E Jefferson St | Phoenix | AZ | 85004 | 860633919 | 501(c)(3) | $250,000 | See Part IV |
| Pinellas County Education Foundation | |||||||
| 12090 Starkey Road | Largo | FL | 33773 | 592688253 | 501(c)(3) | $12,900 | See Part IV |
| Policy Innovators in Education Network | |||||||
| 510 1st Ave N | Minneapolis | MN | 55403 | 275550971 | 501(c)(3) | $18,000 | See Part IV |
| Read Better Be Better | |||||||
| 715 E Montecito Ave | Phoenix | AZ | 85014 | 474003520 | 501(c)(3) | $23,800 | See Part IV |
| Sandra Day O'Connor Institute | |||||||
| 111 East Taylor Street | Phoenix | AZ | 85004 | 263521510 | 501(c)(3) | $21,000 | See Part IV |
| South Florida Progress Foundation | |||||||
| 1601 Biscayne Blvd | Miami | FL | 33132 | 596216592 | 501(c)(3) | $7,125 | See Part IV |
| Southwest Human Development | |||||||
| 2850 N 24th St | Phoenix | AZ | 85008 | 860407179 | 501(c)(3) | $761,200 | See Part IV |
| Stand for Children - Arizona | |||||||
| 649 N 4th Avenue Suite A | Phoenix | AZ | 85003 | 521957214 | 501(c)(3) | $360,000 | See Part IV |
| Superior Unified School District | |||||||
| 1500 Panther Drive Suite 101 | Superior | AZ | 85173 | 821563885 | Public Entity | $10,000 | See Part IV |
| Take Stock in Children | |||||||
| 3000 NE 30th Place | Fort Lauderdale | FL | 33306 | 593331584 | 501(c)(3) | $79,900 | See Part IV |
| Teach for America - Phoenix | |||||||
| 3030 N Central Ave Ste 900 | Phoenix | AZ | 85012 | 133541913 | 501(c)(3) | $1,012,263 | See Part IV |
| The Salvation Army | |||||||
| 2707 E Van Buren St | Phoenix | AZ | 85008 | 941156347 | 501(c)(3) | $10,250 | See Part IV |
| The School Board of Hillsborough County FL | |||||||
| 901 E Kennedy Blvd | Tampa | FL | 33602 | 596000660 | Public Entity | $6,534 | See Part IV |
| The SEED Foundation | |||||||
| 1730 Rhode Island NW Suite 1102 | Washington | DC | 20036 | 541850819 | 501(c)(3) | $1,002,000 | See Part IV |
| Translational Genomics RESEARCH Ins FDN | |||||||
| 445 N 5th Street Ste 120 | Phoenix | AZ | 85004 | 331092191 | 501(c)(3) | $10,000 | See Part IV |
| Tucson Festival of Books | |||||||
| 1209 E University Room 104 | Tucson | AZ | 85721 | 262145432 | 501(c)(3) | $9,000 | See Part IV |
| Tucson Values Teachers | |||||||
| 3497 N Campbell Ave | Tucson | AZ | 85719 | 264637708 | 501(c)(3) | $10,850 | See Part IV |
| United Way Miami-Dade | |||||||
| 3250 SW 3rd Ave | Miami | FL | 33129 | 590830840 | 501(c)(3) | $10,000 | See Part IV |
| University of Arizona Foundation | |||||||
| 1111 N Cherry Ave | Tucson | AZ | 85721 | 866050388 | 501(c)(3) | $281,100 | See Part IV |
| University of Central Florida Foundation | |||||||
| 12424 Research Pkwy | Orlando | FL | 32826 | 596211832 | 501(c)(3) | $80,000 | See Part IV |
| University of South Florida Foundation | |||||||
| 4202 E Fowler Ave ALC 100 | Tampa | FL | 33620 | 590879015 | 501(c)(3) | $2,223,880 | See Part IV |
| Valley Leadership | |||||||
| 910 E Osborn Ste A | Phoenix | AZ | 85014 | 860373283 | 501(c)(3) | $502,500 | See Part IV |
| Valley of the Sun United Way | |||||||
| 3200 E Camelback Rd | Phoenix | AZ | 85018 | 860104419 | 501(c)(3) | $224,263 | See Part IV |
| WMFE Community Communications | |||||||
| 11510 E Colonial Dr | Orlando | FL | 32803 | 596155012 | 501(c)(3) | $36,000 | See Part IV |
| XICO Inc | |||||||
| 1008 E Buckeye Road Suite 220 | Phoenix | AZ | 85034 | 204225234 | 501(c)(3) | $6,060 | See Part IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 73 | Total501c3OrgCnt |
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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA RYAN THOMPSON | ||||||||||||||
| EXECUTIVE VICE PRESIDENT & COO | $275,371 | $0 | $35,000 | $0 | $16,325 | $0 | $27,000 | $0 | $24,377 | $0 | $378,073 | $0 | $0 | $0 |
| MICHAEL CHESIN | ||||||||||||||
| SR VICE PRESIDENT & CFO | $211,930 | $0 | $30,000 | $0 | $20,630 | $0 | $27,000 | $0 | $54,528 | $0 | $344,088 | $0 | $0 | $0 |
| IAN SMITH | ||||||||||||||
| SR VICE PRESIDENT & CCO | $113,846 | $0 | $0 | $0 | $114,421 | $0 | $22,113 | $0 | $11,766 | $0 | $262,146 | $0 | $0 | $0 |
| LINDA THOMPSON | ||||||||||||||
| SVP PROG ADM & ORG LEARNING | $185,741 | $0 | $6,015 | $0 | $10,622 | $0 | $13,815 | $0 | $39,081 | $0 | $255,274 | $0 | $0 | $0 |
| CHARLES HOKANSON | ||||||||||||||
| SVP-FL COMMUNITY ENGAGEMENT | $193,160 | $0 | $1,015 | $0 | $1,102 | $0 | $20,517 | $0 | $20,978 | $0 | $236,772 | $0 | $0 | $0 |
| KAREN ORTIZ | ||||||||||||||
| VP & PROGRAM DIRECTOR | $158,354 | $0 | $1,015 | $0 | $5,194 | $0 | $11,387 | $0 | $15,700 | $0 | $191,650 | $0 | $0 | $0 |
| BRAULIO COLON | ||||||||||||||
| VP & PROGRAM DIRECTOR | $165,104 | $0 | $1,015 | $0 | -$1,805 | $0 | $16,161 | $0 | $42,170 | $0 | $222,645 | $0 | $0 | $0 |
| PAUL PERRAULT | ||||||||||||||
| VP & Director of Research | $143,030 | $0 | $1,015 | $0 | -$2,733 | $0 | $14,782 | $0 | $41,989 | $0 | $198,083 | $0 | $0 | $0 |
| JANICE PALMER | ||||||||||||||
| VP & DIRECTOR OF POLICY | $129,308 | $0 | $1,015 | $0 | $289 | $0 | $14,302 | $0 | $15,516 | $0 | $160,430 | $0 | $0 | $0 |
| VINCE YANEZ | ||||||||||||||
| SVP-AZ COMMUNITY ENGAGEMENT | $176,009 | $0 | $1,015 | $0 | $435 | $0 | $17,178 | $0 | $18,276 | $0 | $212,913 | $0 | $0 | $0 |
| PAUL LUNA | ||||||||||||||
| PRESIDENT AND CEO | $364,378 | $0 | $45,000 | $0 | $51,249 | $0 | $27,000 | $0 | $55,817 | $0 | $543,444 | $0 | $0 | $0 |
| VINCENT ROIG | ||||||||||||||
| CHAIRMAN | $205,899 | $0 | $30,000 | $0 | $9,389 | $0 | $0 | $0 | $37,339 | $0 | $282,627 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 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 4a | THE FOUNDATION'S CHIEF COMMUNICATION OFFICER POSITION WAS ELIMINATED IN AUGUST 2017. IAN SMITH RECEIVED SEVERANCE OF $71,154 ASSOCIATED WITH THE ELIMINATION OF HIS POSITION. SEVERANCE WAS PAID AND CALCULATED PREDICATED ON A FORMULA ESTABLISHED BY THE FOUNDATION THAT EQUATED TO A DOLLAR AMOUNT BASED ON THE INDIVIDUAL'S NUMBER OF YEARS OF SERVICE. |
| Schedule J, Part I, Line 4b | DURING THE CURRENT FISCAL YEAR, THE BOARD OF DIRECTORS 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 MISSIONTHROUGH PARTNERSHIPAND 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 STUDENTS. DURING FY18, HELIOS EDUCATION FOUNDATION PROVIDED $19.3 MILLION IN GRANTS TO EDUCATIONAL ORGANIZATIONS LOCATED IN ARIZONA AND FLORIDA. THIS FUNDING 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 CRITICAL 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 - HELIOS STRIVES FOR ALL ARIZONA AND FLORIDA HIGH SCHOOL GRADUATES TO BE PREPARED FOR COLLEGE AND CAREERS AND PURSUE POSTSECONDARY EDUCATION. 3) POSTSECONDARY COMPLETION - HELIOS FOCUSES ON HELPING MORE TRADITIONALLY UNDERSERVED STUDENTS IN ARIZONA AND FLORIDA ACCESS, PURSUE AND COMPLETE A HIGH-QUALITY POSTSECONDARY CERTIFICATE OR DEGREE. |
| FORM 990, PART VI, LINE 2 | JANE ROIG AND VINCENT 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 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, 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 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, 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 2017. - 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. |
| SCHEDULE I, PART I, LINE 2 | PRIOR TO AWARDING AND PAYING A GRANT, THE FOLLOWING DOCUMENTS ARE COLLECTED AS PART OF THE DUE DILIGENCE AND OVERSIGHT PROCEDURES: - MOST RECENT AUDITED FINANCIAL STATEMENTS, IF APPLICABLE - MOST RECENT MANAGEMENT LETTER (OR A STATEMENT FROM THE AUDITOR ATTESTING THAT NO MANAGEMENT LETTER WAS ISSUED) - MOST RECENT IRS FORM 990, MATCHING AUDITED FINANCIAL STATEMENTS - CURRENT BOARD OF DIRECTORS ROSTER INCLUDING NAMES, AFFILIATIONS, LENGTHS OF SERVICE AND POSITIONS HELD - STAFF PROFILES AND/OR RESUMES OF THOSE WHO WILL BE DIRECTLY INVOLVED IN THE IMPLEMENTATION OF THE PROJECT - A BRIEF DESCRIPTION OF ANY PENDING LEGAL ACTION TO WHICH THE ORGANIZATION IS A PARTY OR A LETTER VALIDATING THAT THERE IS NO CURRENT LITIGATION IN WHICH THE ORGANIZATION IS INVOLVED. - STATEMENT VERIFYING THAT THE ORGANIZATION IS IN FULL COMPLIANCE WITH THE OFFICE OF FOREIGN ASSETS CONTROL (OFAC) COMPLIANCE POLICY, FEDERAL EQUAL EMPLOYMENT OPPORTUNITY POLICY, AND IN COMPLIANCE WITH LOCAL, STATE AND FEDERAL ANTI-DISCRIMINATION POLICIES. - 501(C)(3) DETERMINATION LETTER - ARTICLES OF INCORPORATION - ORGANIZATIONAL BY-LAWS IN ADDITION, APPLICANTS MAY SUBMIT THE FOLLOWING ATTACHMENTS IF THEY FEEL IT STRENGTHENS THE PROPOSAL AND/OR CLARIFIES THE INFORMATION: - LOGIC MODEL - STRATEGIC PLAN - BUSINESS PLAN - MEMORANDUMS OF UNDERSTANDING (MOUS) - INTERGOVERNMENTAL AGREEMENTS (IGAS) - LETTERS OF SUPPORT - ANNUAL REPORT- RECENT, RELEVANT PUBLICATIONS - PROPOSAL BUDGET WORKSHEET (PROVIDED TO HELIOS EDUCATION FOUNDATION FOR MULTI-YEAR GRANTS) FINANCIAL DOCUMENTS ARE ANALYZED FOR RISK AND APPROPRIATENESS BY THE SR VICE PRESIDENT OF PROGRAM ADMINISTRATION AND ORGANIZATIONAL LEARNING. DATA OUTSIDE OF THE NORM IS REFERRED TO THE FOUNDATION'S CHIEF FINANCIAL OFFICER; LIKEWISE, LEGAL DOCUMENTS ARE REVIEWED BY THE SR VICE PRESIDENT OF PROGRAM ADMINISTRATION AND ORGANIZATIONAL LEARNING AND REFERRED TO THE CHIEF OPERATING OFFICER FOR REVIEW AND FINAL DISPOSITION. 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. |
| SCHEDULE I, PART II, COLUMN (H) |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|
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 E Camelback Rd 500 | PHOENIX | AZ | 85016 | 942850977 | REAL ESTATE | AZ | -$1,137,540 | $0 | HELIOS |
| OLYMPUS PROPERTIES II LLC | |||||||||
| 2415 E Camelback Rd 500 | PHOENIX | AZ | 85016 | 942850977 | REAL ESTATE | AZ | -$441,792 | $25,857,750 | HELIOS |