STRATEGY STUDIO / PUBLIC DATA EXPLORER

HELIOS HEURISTIC INC

Cite this

Plain text HELIOS HEURISTIC INC. Strategy Studio, nonprofit organization profile, tax years 2023–2025. https://strategystudio.org/org/874733490. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). HELIOS HEURISTIC INC [Nonprofit organization profile; tax years 2023–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/874733490

MLA “HELIOS HEURISTIC INC.” Strategy Studio, tax years 2023–2025, https://strategystudio.org/org/874733490. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2023–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990EZ · revenue $193K · expenses $170K · assets $48K

EIN
87-4733490
Address
101 W EDISON AVE STE 235, APPLETON, WI 54915-1307
NTEE code
P50
Subsection
501(c)(3)
Ruling year
2022
Cross-check
ProPublica Nonprofit Explorer

Mission

Helios Heuristic provides wrap-around direct services to families at the intersection of child welfare domestic violence and substance use Through grant funding we provide these services for low to moderate income families We assist with paperwork transportation completing court ordered objectives finding local resources and housing reaching personal recovery goals procuring basic needs strengthening relationships finding community connecting with legal services and locating appropriate mental health and medical care The services are provided 24 hours a day by people with lived experience in these areas Our coaches go through extensive training and mentorship to help others still entangled in the systems Our goal is to help families achieve recovery under the SAMHSA definition SAMHSA defines recovery as a process of change through which individuals improve their health and wellness live a self-directed life and strive to reach their full potential

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Patricia Heffernan Executive Director - Board Chair2023-2025 $86,212$209,672 1

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Sheng Lee Yang Board Secretary2025 2 $0 reported 1
Serena Cram Board Treasurer2025 2 $0 reported 1
Laura Kuehl (former) Director2023-2024 2 $0 reported 1
Dustin Kourey (former) Director2023-2024 2 $0 reported 1
Cathy Thompson (former) DirectorTreasurer2023-2024 1 $0 reported 1

People by year

2025 · 3 people listed · 1 paid, $86K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Patricia Heffernan Executive Director - Board Chair50 $82,356-$3,856 $86,2121
Sheng Lee Yang Board Secretary2 $0-$0 $01
Serena Cram Board Treasurer2 $0-$0 $01
2024 · 4 people listed · 1 paid, $53K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Patricia Heffernan Executive Director50 $53,471-$0 $53,4711
Laura Kuehl Director2 $0-$0 $01
Dustin Kourey Director2 $0-$0 $01
Cathy Thompson DirectorTreasurer1 $0-$0 $01
2023 · 4 people listed · 1 paid, $70K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Patricia Heffernan Executive Director50 $69,989-$0 $69,9891
Laura Kuehl Director2 $0-$0 $01
Cathy Thompson DirectorTreasurer2 $0-$0 $01
Dustin Kourey Director2 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990EZ period ending 2025-12-31 · view filing · original 990 ↗
$192,920$170,072 $47,686$47,686 $105,935$86,870 ---
2024 · Form 990EZ period ending 2024-12-31 · view filing · original 990 ↗
$190,546$206,780 $24,838$24,838 $121,348$69,198 ---
2023 · Form 990EZ period ending 2023-12-31 · view filing · original 990 ↗
$168,793$140,068 $42,121$35,143 $158,303$10,000 ---

Funders of this organization

5 grantors reported grants to this organization, $276,000 in all, tax years 2022 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC DAF sponsor Exact 2022-2024 3$175,000 2024$75,000
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BASIC NEEDS GIVING PARTNERSHIP INC Public charity Exact 2024 1$40,000 2024$40,000
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UNITED WAY FOX CITIES INC Public charity Exact 2022 1$30,000 2022$30,000
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OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION DAF sponsor Exact 2022 1$25,000 2022$25,000
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GREEN BAY PACKERS FOUNDATION Private foundation Fuzzy filed as “HELIOS HEURISTIC INC” 2024 1$6,000 2024$6,000
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Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
WILD INSTINCTS INCWIP50 $377,469$254,929 WILDLIFE REH$27,451 Same NTEE code P50, revenue within 2x, same state
MAROON CALABASH INCWIP50 $102,791$107,506 EXECUTIVE DI$52,033 Same NTEE code P50, revenue within 2x, same state
UPPER CHAMBER INCWIP50 $297,096$261,578 Director$0 Same NTEE code P50, revenue within 2x, same state
FOUNDATIONS FOR FREEDOM INCWIP50 $263,658$205,689 President$21,403 Same NTEE code P50, revenue within 2x, same state
HORSE SENSE FOR SPECIAL RIDERS INCWIP50 $299,298$328,734 TREASURER$0 Same NTEE code P50, revenue within 2x, same state
BENEFICIAL REP PAYEE SERVICES INCWIP50 $188,952$194,255 President$93,442 Same NTEE code P50, revenue within 2x, same state
REA S HEART INCINP50 $245,000$1,074 PRESIDENT AND EXECUTIVE DIRECTOR$0 Same NTEE code P50, revenue within 2x, similar mission
HELD GSO INCNCP50 $301,773$281,989 EXECUTIVE DI$82,263 Same NTEE code P50, revenue within 2x
PROJECT HEART INCCAP50 $301,135$295,084 Director$0 Same NTEE code P50, revenue within 2x
HAYDENS HOUSE OF HEALING INCNJP50 $285,958$353,376 CEO$72,000 Same NTEE code P50, revenue within 2x
HELLO GORGEOUS OF HOPE INCINP50 $313,177$299,786 DIRECTOR OF OPERATIONS$55,354 Same NTEE code P50, revenue within 2x
THE NEST CORPORATION INCALP50 $202,808$117,717 EXECUTIVE DIRECTOR$43,080 Same NTEE code P50, revenue within 2x, similar mission
BLISTERSMITH INCKSP50 $303,327$12,196 PRESIDENT$0 Same NTEE code P50, revenue within 2x
HEALING PAWS FOR WARRIORS INCFLP50 $187,238$200,925 EXECUTIVE DIRECTOR$26,139 Same NTEE code P50, revenue within 2x
COMMON GROUND HEALING ARTS INCVAP50 $102,232$89,796 Excutive Director$16,990 Same NTEE code P50, revenue within 2x
BONUS YEARS INCAKP50 $139,529$13,079 Director President Treasurer$0 Same NTEE code P50, revenue within 2x
COOKSON HILLS ELECTRIC FOUNDATION INCOKP50 $99,750$137,170 PRESIDENT$0 Same NTEE code P50, revenue within 2x
HOPE FOR ADDICTION INCAZP50 $375,825$360,857 President$69,000 Same NTEE code P50, revenue within 2x
HAND OF HOPE INCGAP50 $186,442$190,990 PRESIDENT &$0 Same NTEE code P50, revenue within 2x
LA FEMME INSTITUTE INCFLP50 $162,844$46,070 President$0 Same NTEE code P50, revenue within 2x
ANYTHING HELPSWAP50 $242,718$215,833 Executive Director$927 Same NTEE code P50, revenue within 2x
GNH RECORDS MANAGEMENT INCMNP50 $109,572$100,538 PRESIDENT$0 Same NTEE code P50, revenue within 2x
NEIGHBOURS INTERNATIONAL INCNJP50 $380,650$336,933 CHIEF FINANCIAL OFFICER$158,328 Same NTEE code P50, revenue within 2x
FREE FLOW NM INCNMP50 $219,753$185,121 Executive Director, Program Director, Program Coordinator: Period Pods, Period Cupboards$46,800 Same NTEE code P50, revenue within 2x
GREATER WAVERLY FOUNDATION INCSCP50 $326,025$235,294 President$0 Same NTEE code P50, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,210,68073 252016–2024 EVE CENTER INC; FAMILY & COMMUNITY SERVICES INC; SAFEART INC; AWARENESS USA INC and 21 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$884,84650 152014–2024 FAMILY & COMMUNITY SERVICES INC; THE FREEDOM & VIRTUE INSTITUTE INC; AWARENESS USA INC; WILD INSTINCTS INC and 11 more
FORGOOD INC DAF sponsor$648,91629 102010–2024 FAMILY & COMMUNITY SERVICES INC; HORSE SENSE FOR SPECIAL RIDERS INC; SAN FERNANDO VALLEY REFUGEE CHILDREN CENTER INC; HEALING PAWS FOR WARRIORS INC and 6 more
THE GREATER NEW ORLEANS FOUNDATION DAF sponsor$581,24713 12011–2024 COASTAL COMMUNITIES CONSULTING INC
WALTON FAMILY FOUNDATION INC Private foundation$548,7005 12020–2024 COASTAL COMMUNITIES CONSULTING INC
ARIZONA COMMUNITY FOUNDATION DAF sponsor$547,11417 32014–2024 LIFEBRIDGE COMMUNITY ALLIANCE INC; HOPE FOR ADDICTION INC; NEIGHBORS WHO CARE INC
AKRON COMMUNITY FOUNDATION DAF sponsor$518,29722 12010–2023 FAMILY & COMMUNITY SERVICES INC
VIRGINIA G PIPER CHARITABLE TRUST 08-11-95 Private foundation$355,50016 12019–2024 NEIGHBORS WHO CARE INC
COLORADO GIVES FOUNDATION DAF sponsor$330,5766 12014–2019 ACCORD INC
TIDES FOUNDATION DAF sponsor$296,8751 12022–2022 SAN FERNANDO VALLEY REFUGEE CHILDREN CENTER INC
ASSOCIATED JEWISH CHARITIES OF BALTIMORE DAF sponsor$258,85212 12011–2024 THE SHIDDUCH CENTER OF BALTIMORE INC
WILLIAM MOFFAT FOUNDATION Private foundation$252,5002 12020–2021 REAL LOVE COMPANY INC
LACROSSE COMMUNITY FOUNDATION DAF sponsor$246,70313 12012–2024 HORSE SENSE FOR SPECIAL RIDERS INC
BERRIEN COMMUNITY FOUNDATION INC DAF sponsor$232,05013 12010–2025 WELL OF GRACE MINISTRIES INCORPORATED
KAHLERT FOUNDATION INC Private foundation$225,0008 12017–2024 WOMAN TO WOMAN MENTORING INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990EZ · $170,072 spent · pay $143,568 · grants $0 · events $0
LineAs describedTotalShare
Salaries, other pay and benefits $143,568 84.4%
Occupancy, rent, utilities, maintenance $12,880 7.6%
Fees to independent contractors $6,958 4.1%
Other expenses (detail on Schedule O) $6,666 3.9%
Total$170,072100%

View the filing

2024 · Form 990EZ · $206,780 spent · pay $159,424 · grants $0 · events $0
LineAs describedTotalShare
Salaries, other pay and benefits $159,424 77.1%
Other expenses (detail on Schedule O) $23,349 11.3%
Occupancy, rent, utilities, maintenance $20,443 9.9%
Fees to independent contractors $3,564 1.7%
Total$206,780100%

View the filing

2023 · Form 990EZ · $140,068 spent · pay $117,140 · grants $0 · events $0
LineAs describedTotalShare
Salaries, other pay and benefits $117,140 83.6%
Occupancy, rent, utilities, maintenance $9,670 6.9%
Other expenses (detail on Schedule O) $9,010 6.4%
Fees to independent contractors $4,245 3.0%
Printing, publications, postage $3 0.0%
Total$140,068100%

View the filing