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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Patricia Heffernan | Executive Director - Board Chair | 2023-2025 | $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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Sheng Lee Yang | Board Secretary | 2025 | 2 | $0 reported | 1 |
| Serena Cram | Board Treasurer | 2025 | 2 | $0 reported | 1 |
| Laura Kuehl (former) | Director | 2023-2024 | 2 | $0 reported | 1 |
| Dustin Kourey (former) | Director | 2023-2024 | 2 | $0 reported | 1 |
| Cathy Thompson (former) | DirectorTreasurer | 2023-2024 | 1 | $0 reported | 1 |
People by year
2025 · 3 people listed · 1 paid, $86K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Patricia Heffernan | Executive Director - Board Chair | 50 | $82,356 | - | $3,856 | $86,212 | 1 |
| Sheng Lee Yang | Board Secretary | 2 | $0 | - | $0 | $0 | 1 |
| Serena Cram | Board Treasurer | 2 | $0 | - | $0 | $0 | 1 |
2024 · 4 people listed · 1 paid, $53K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Patricia Heffernan | Executive Director | 50 | $53,471 | - | $0 | $53,471 | 1 |
| Laura Kuehl | Director | 2 | $0 | - | $0 | $0 | 1 |
| Dustin Kourey | Director | 2 | $0 | - | $0 | $0 | 1 |
| Cathy Thompson | DirectorTreasurer | 1 | $0 | - | $0 | $0 | 1 |
2023 · 4 people listed · 1 paid, $70K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Patricia Heffernan | Executive Director | 50 | $69,989 | - | $0 | $69,989 | 1 |
| Laura Kuehl | Director | 2 | $0 | - | $0 | $0 | 1 |
| Cathy Thompson | DirectorTreasurer | 2 | $0 | - | $0 | $0 | 1 |
| Dustin Kourey | Director | 2 | $0 | - | $0 | $0 | 1 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990EZ | ||||||||
| $192,920 | $170,072 | $47,686 | $47,686 | $105,935 | $86,870 | - | - | - |
| 2024 · Form 990EZ | ||||||||
| $190,546 | $206,780 | $24,838 | $24,838 | $121,348 | $69,198 | - | - | - |
| 2023 · Form 990EZ | ||||||||
| $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
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC | DAF sponsor | Exact | 2022-2024 | 3 | $175,000 | 2024 | $75,000 | show |
| BASIC NEEDS GIVING PARTNERSHIP INC | Public charity | Exact | 2024 | 1 | $40,000 | 2024 | $40,000 | show |
| UNITED WAY FOX CITIES INC | Public charity | Exact | 2022 | 1 | $30,000 | 2022 | $30,000 | show |
| OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION | DAF sponsor | Exact | 2022 | 1 | $25,000 | 2022 | $25,000 | show |
| GREEN BAY PACKERS FOUNDATION | Private foundation | Fuzzy filed as “HELIOS HEURISTIC INC” | 2024 | 1 | $6,000 | 2024 | $6,000 | show |
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| WILD INSTINCTS INC | WI | P50 | $377,469 | $254,929 | WILDLIFE REH | $27,451 | Same NTEE code P50, revenue within 2x, same state |
| MAROON CALABASH INC | WI | P50 | $102,791 | $107,506 | EXECUTIVE DI | $52,033 | Same NTEE code P50, revenue within 2x, same state |
| UPPER CHAMBER INC | WI | P50 | $297,096 | $261,578 | Director | $0 | Same NTEE code P50, revenue within 2x, same state |
| FOUNDATIONS FOR FREEDOM INC | WI | P50 | $263,658 | $205,689 | President | $21,403 | Same NTEE code P50, revenue within 2x, same state |
| HORSE SENSE FOR SPECIAL RIDERS INC | WI | P50 | $299,298 | $328,734 | TREASURER | $0 | Same NTEE code P50, revenue within 2x, same state |
| BENEFICIAL REP PAYEE SERVICES INC | WI | P50 | $188,952 | $194,255 | President | $93,442 | Same NTEE code P50, revenue within 2x, same state |
| REA S HEART INC | IN | P50 | $245,000 | $1,074 | PRESIDENT AND EXECUTIVE DIRECTOR | $0 | Same NTEE code P50, revenue within 2x, similar mission |
| HELD GSO INC | NC | P50 | $301,773 | $281,989 | EXECUTIVE DI | $82,263 | Same NTEE code P50, revenue within 2x |
| PROJECT HEART INC | CA | P50 | $301,135 | $295,084 | Director | $0 | Same NTEE code P50, revenue within 2x |
| HAYDENS HOUSE OF HEALING INC | NJ | P50 | $285,958 | $353,376 | CEO | $72,000 | Same NTEE code P50, revenue within 2x |
| HELLO GORGEOUS OF HOPE INC | IN | P50 | $313,177 | $299,786 | DIRECTOR OF OPERATIONS | $55,354 | Same NTEE code P50, revenue within 2x |
| THE NEST CORPORATION INC | AL | P50 | $202,808 | $117,717 | EXECUTIVE DIRECTOR | $43,080 | Same NTEE code P50, revenue within 2x, similar mission |
| BLISTERSMITH INC | KS | P50 | $303,327 | $12,196 | PRESIDENT | $0 | Same NTEE code P50, revenue within 2x |
| HEALING PAWS FOR WARRIORS INC | FL | P50 | $187,238 | $200,925 | EXECUTIVE DIRECTOR | $26,139 | Same NTEE code P50, revenue within 2x |
| COMMON GROUND HEALING ARTS INC | VA | P50 | $102,232 | $89,796 | Excutive Director | $16,990 | Same NTEE code P50, revenue within 2x |
| BONUS YEARS INC | AK | P50 | $139,529 | $13,079 | Director President Treasurer | $0 | Same NTEE code P50, revenue within 2x |
| COOKSON HILLS ELECTRIC FOUNDATION INC | OK | P50 | $99,750 | $137,170 | PRESIDENT | $0 | Same NTEE code P50, revenue within 2x |
| HOPE FOR ADDICTION INC | AZ | P50 | $375,825 | $360,857 | President | $69,000 | Same NTEE code P50, revenue within 2x |
| HAND OF HOPE INC | GA | P50 | $186,442 | $190,990 | PRESIDENT & | $0 | Same NTEE code P50, revenue within 2x |
| LA FEMME INSTITUTE INC | FL | P50 | $162,844 | $46,070 | President | $0 | Same NTEE code P50, revenue within 2x |
| ANYTHING HELPS | WA | P50 | $242,718 | $215,833 | Executive Director | $927 | Same NTEE code P50, revenue within 2x |
| GNH RECORDS MANAGEMENT INC | MN | P50 | $109,572 | $100,538 | PRESIDENT | $0 | Same NTEE code P50, revenue within 2x |
| NEIGHBOURS INTERNATIONAL INC | NJ | P50 | $380,650 | $336,933 | CHIEF FINANCIAL OFFICER | $158,328 | Same NTEE code P50, revenue within 2x |
| FREE FLOW NM INC | NM | P50 | $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 INC | SC | P50 | $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).
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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $170,072 | 100% |
2024 · Form 990EZ · $206,780 spent · pay $159,424 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $206,780 | 100% |
2023 · Form 990EZ · $140,068 spent · pay $117,140 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $140,068 | 100% |