THE HELIX SCHOOL: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: THE HELIX SCHOOL (EIN 47-3699669)
Tax period: 2020-08-01 to 2021-07-31
Filed: 2022-06-06
IRS object ID: 202211579349301626
Schema version: 2020v4.2
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 B
Schedule D
Schedule E
Schedule J
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-06-06T16:29:29-05:00	ReturnTs
Tax Period End	2021-07-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	941585562	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PISENTI & BRINKER LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	201 FIRST STREET SUITE 208	AddressLine1Txt
City	PETALUMA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94952	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-08-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	473699669	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HELIX SCHOOL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HELI	BusinessNameControlTxt
Phone	4155695056	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 986	AddressLine1Txt
City	MILL VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94942	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARJORIE MCMORRIS	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	4155695056	PhoneNum
Signature	2022-06-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARJORIE	PersonFirstNm
Person Last	MCMORRIS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RAYMOND POUNDS	PreparerPersonNm
PTIN	P00459430	PTIN
Phone	7077629900	PhoneNum
Preparation	2022-06-02	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Change	Yes (X)	NameChangeInd
Principal Officer	MARJORIE MCMORRIS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 986	AddressLine1Txt
City	MILL VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94942	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,216,112	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.THEHELIXSCHOOL.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2015	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PREPARE CHILDREN ON THE AUTISM SPECTRUM FOR A FULFILLING FUTURE THROUGH DYNAMIC RELATIONSHIP-BASED INTERDISCIPLINARY EDUCATION.	ActivityOrMissionDesc
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	21	TotalEmployeeCnt
Total Volunteers	4	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$648,342	PYContributionsGrantsAmt
CY Contributions Grants	$898,169	CYContributionsGrantsAmt
PY Program Service Revenue	$847,494	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,313,062	CYProgramServiceRevenueAmt
PY Investment Income	$4	PYInvestmentIncomeAmt
CY Investment Income	$6	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$4,363	CYOtherRevenueAmt
PY Total Revenue	$1,495,840	PYTotalRevenueAmt
CY Total Revenue	$2,215,600	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,223,039	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,503,881	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$33,552	CYTotalFundraisingExpenseAmt
PY Other Expenses	$362,278	PYOtherExpensesAmt
CY Other Expenses	$443,874	CYOtherExpensesAmt
PY Total Expenses	$1,585,317	PYTotalExpensesAmt
CY Total Expenses	$1,947,755	CYTotalExpensesAmt
PY Revenues Less Expenses	-$89,477	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$267,845	CYRevenuesLessExpensesAmt
Total Assets BOY	$383,343	TotalAssetsBOYAmt
Total Assets EOY	$474,728	TotalAssetsEOYAmt
Total Liabilities BOY	$625,200	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$448,740	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$241,857	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$25,988	NetAssetsOrFundBalancesEOYAmt
Mission	TO PREPARE CHILDREN ON THE AUTISM SPECTRUM FOR A FULFILLING FUTURE THROUGH DYNAMIC RELATIONSHIP-BASED INTERDISCIPLINARY EDUCATION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,263,197	ExpenseAmt
Revenue	$1,313,062	RevenueAmt
Desc	THE FOUNDATION OFFERS AN INDIVIDUALIZED INTEGRATED CURRICULUM THAT INCLUDES SPEECH AND LANGUAGE, SOCIAL-EMOTIONAL, SENSORY-MOTOR, LIFE SKILLS, MATH, LANGUAGE ARTS, SCIENCE, SOCIAL STUDIES, ART, AND BEHAVIORAL GOALS, AND/OR ACTIVITIES. THE FOUNDATION USES AND DISTRIBUTES ITS FUNDS TO OPERATE THE SCHOOL.	Desc
Total Program Service Expenses	$1,263,197	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	6	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	21	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	4	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARJORIE MCMORRIS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4155695062	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 986	AddressLine1Txt
City	MILL VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94942	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
MARJORIE MCMORRIS
PRESIDENT/CHAIRMAN	28.00	Yes (X)	Yes (X)	$0	$0	$0
MINJA MOORE
TREASURER/SECRETARY	0.50	Yes (X)	Yes (X)	$0	$0	$0
CHUCK MILLS LEFT 012021
VICE PRESIDENT	0.50	Yes (X)	Yes (X)	$0	$0	$0
CRAIG CUFFIE
BOARD MEMBER	0.50	Yes (X)	Yes (X)	$0	$0	$0
KRISTIN SCHINELLA
EXECUTIVE DIRECTOR	40.00		Yes (X)	$247,615	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$247,615	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$15,171	FundraisingAmt
All Other Contributions	$882,998	AllOtherContributionsAmt
Total Contributions	$898,169	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	SPECIAL EDUCATION	Desc
Business	611600	BusinessCd
Total Revenue Column	$1,313,062	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,313,062	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,313,062	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6	TotalRevenueColumnAmt
Exclusion	$6	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$15,171	ContriRptFundraisingEventAmt
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	$4,875	GamingGrossIncomeAmt
Gaming Direct Expenses	$512	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,363	TotalRevenueColumnAmt
Exclusion	$4,363	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,215,600	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,313,062	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,369	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$243,692	TotalAmt
Program Services	$152,216	ProgramServicesAmt
Management And General	$91,476	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,116,722	TotalAmt
Program Services	$775,110	ProgramServicesAmt
Management And General	$341,612	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$41,021	TotalAmt
Program Services	$41,021	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$102,446	TotalAmt
Program Services	$69,262	ProgramServicesAmt
Management And General	$33,184	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$67,066	TotalAmt
Management And General	$67,066	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$7,736	TotalAmt
Management And General	$7,736	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,125	TotalAmt
Program Services	$2,125	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$34,612	TotalAmt
Program Services	$100	ProgramServicesAmt
Management And General	$34,512	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,623	TotalAmt
Management And General	$1,623	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$242,997	TotalAmt
Program Services	$171,866	ProgramServicesAmt
Management And General	$46,831	ManagementAndGeneralAmt
Fundraising	$24,300	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$155	TotalAmt
Management And General	$155	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,720	TotalAmt
Management And General	$4,720	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,489	TotalAmt
Program Services	$6,367	ProgramServicesAmt
Management And General	$1,698	ManagementAndGeneralAmt
Fundraising	$424	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$18,908	TotalAmt
Management And General	$18,908	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	PROGRAM EXPENSES	Desc
Total	$55,443	TotalAmt
Program Services	$45,130	ProgramServicesAmt
Management And General	$1,485	ManagementAndGeneralAmt
Fundraising	$8,828	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,947,755	TotalAmt
Program Services	$1,263,197	ProgramServicesAmt
Management And General	$651,006	ManagementAndGeneralAmt
Fundraising	$33,552	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$135,505	BOYAmt
EOY	$137,198	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$62,724	BOYAmt
EOY	$156,405	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$206,113	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$41,738	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$172,864	BOYAmt
EOY	$164,375	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$12,250	BOYAmt
EOY	$16,750	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$383,343	BOYAmt
EOY	$474,728	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$38,296	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$4,444	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$400,000	BOYAmt
EOY	$400,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$225,200	BOYAmt
EOY	$6,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$625,200	BOYAmt
EOY	$448,740	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	-$241,857	BOYAmt
EOY	$25,988	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$241,857	BOYAmt
EOY	$25,988	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$383,343	BOYAmt
EOY	$474,728	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$267,845	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$582,352	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$910,065	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$803,277	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$648,342	CurrentTaxYearMinus1YearAmt
Current Tax Year	$898,169	CurrentTaxYearAmt
Total	$3,842,205	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$317,816	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$438,323	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$683,848	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$847,494	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,313,062	CurrentTaxYearAmt
Total	$3,600,543	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$900,168	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,348,388	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,487,125	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,495,836	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,211,231	CurrentTaxYearAmt
Total	$7,442,748	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$514,517	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$800,100	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$589,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$518,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$223,000	CurrentTaxYearAmt
Total	$2,644,617	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

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

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$514,517	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$800,100	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$589,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$518,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$223,000	CurrentTaxYearAmt
Total	$2,644,617	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$4,798,131	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6	CurrentTaxYearAmt
Total	$55	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6	CurrentTaxYearAmt
Total	$55	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$8,907	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$4,363	CurrentTaxYearAmt
Total	$13,270	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$900,172	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,348,420	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,496,041	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,495,840	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,215,600	CurrentTaxYearAmt
Total	$7,456,073	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.64350	PublicSupportCY509Pct
Public Support PY509	0.51550	PublicSupportPY509Pct
Investment Income CY	0.00000	InvestmentIncomeCYPct
Investment Income PY	0.00000	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$202,809	OtherCostOrOtherBasisAmt
Depreciation	$40,115	DepreciationAmt
Book Value	$162,694	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,304	OtherCostOrOtherBasisAmt
Depreciation	$1,623	DepreciationAmt
Book Value	$1,681	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$164,375	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	TUITION DEPOSITS	Desc
Amt	$6,000	Amt

Field	Value	IRS element (for citing)
Total Liability	$6,000	TotalLiabilityAmt

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	0	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	0	MaintainRacialCompRecsInd
Maintain Scholarships Recs	0	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	0	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	THE HELIX SCHOOL DOES NOT HAVE A SOLICITATION OR REGISTRATION PERIOD AS ENROLLMENT IS ONGOING DURING THE YEAR. THE ORGANIZATION DOES REPORT ALL NONDISCRIMINITORY POLICIES ON SCHOOL APPLICATIONS, OUR WEBSITE AND BROCHURES THAT WE USE TO SOLICIT NEW STUDENTS THROUGHOUT THE YEAR.
SCHEDULE E, PART I, LINE 4	THE ORGANIZATION MAINTAINS DEMOGRAPHIC INFORMATION REGARDING ALL STAFF AND FACULTY. DEMOGRAPHIC INFORMATION OF THE STUDENT BODY IS NOT MAINTAINED. FINANCIAL ASSISTANCE PROGRAMS AND SCHOLARSHIPS ARE NOT OFFERED AT THIS TIME. THE ORGANIZATION MAINTAINS COPIES OF ALL PUBLICATIONS USED TO SOLICIT NEW STUDENTS AND INCLUDES A NONDISCRIMINATION POLICY TO DONOR SOLICITATIONS FOR FUNDRAISING ACTIVITIES.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	KRISTIN SCHINELLA	PersonNm
Title	EXECUTIVE DIRECTOR	TitleTxt
Base Compensation Filing Org	$247,615	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$247,615	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARJORIE MCMORRIS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship With Org	FOUNDER/BOARD CHAIR	RelationshipWithOrgTxt
Loan Purpose	GENERAL OPERATING AND RENOVATION EXPENSES	LoanPurposeTxt
Loan To Organization	Yes (X)	LoanToOrganizationInd
Original Principal	$400,000	OriginalPrincipalAmt
Balance Due	$400,000	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	Yes (1)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$400,000	TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4	THE FOLLOWING UPDATES WERE MADE TO THE BYLAWS DURING THIS FISCAL YEAR: THE HELIX SCHOOL BYLAWS UPDATES GENERAL UPDATES: MUCH OF THE LANGUAGE HAS BEEN UPDATED TO CONFORM WITH STATUTORY REQUIREMENTS. (FOR EXAMPLE, SECTION 4.4(A) CLARIFIES THAT ELECTRONIC NOTICE MAY ONLY BE PROVIDED TO TRUSTEES WHO HAS PROVIDED A WRITTEN CONSENT TO RECEIVE NOTICE BY ELECTRONIC COMMUNICATION.) OTHER UPDATES INCLUDE MATCHING DEFINITIONS, UPDATING SECTION NUMBERS, AND RE-ORGANIZING SOME PROVISIONS FOR CLARITY. THE BYLAWS ALSO NOW USE GENDER NEUTRAL PRONOUNS, "THEY, THEIR, AND THEM" RATHER THAN GENDER SPECIFIC ("HIM/HER, HIS/HER") PRONOUNS. TRUSTEES ART. III AND ART. IV THE NUMBER OF TRUSTEES WAS CHANGED FROM 4 TO A RANGE, BETWEEN 5 AND 15 TRUSTEES, WITH THE EXACT NUMBER SET BY THE BOARD. THE BYLAWS CONTAIN EXPANDED PROVISIONS DESCRIBING THE STATUTORY DUTIES OF TRUSTEES AND REQUIREMENTS FOR ELECTIONS AND MEETINGS. TRUSTEES WILL BE ELECTED FOR THREE-YEAR TERMS AT THE REGULAR ANNUAL MEETING, AT A REGULAR OR SPECIAL MEETING FOR THAT PURPOSE, OR BY UNANIMOUS WRITTEN CONSENT. A TRUSTEE'S TERM OF OFFICE SHALL BEGIN ON THE DATE OF THE ANNUAL MEETING IN JUNE WHEN THE TRUSTEE IS ELECTED OR, IN THE CASE OF A TRUSTEE ELECTED TO SERVE OUT THE UNEXPIRED TERM OF A FORMER TRUSTEE, IMMEDIATELY UPON THE TRUSTEE'S ELECTION, OR IN EITHER CASE, ON SUCH OTHER DATE AS DETERMINED BY THE BOARD TRUSTEES ELECTED TO FILL THE SEATS OF DEPARTING TRUSTEES WILL SERVE UNTIL THE NEXT ANNUAL MEETING AND THEN FOR A TWO YEAR TERM THEREAFTER. BOARD COMMITTEES ART. V THE BYLAWS WERE UPDATED TO INCLUDE DESCRIPTIONS FOR THE BOARD'S STANDING COMMITTEES: EXECUTIVE COMMITTEE, FINANCE COMMITTEE, COMMITTEE ON TRUSTEES, AND FUNDRAISING COMMITTEE. OFFICERS ART. VI WE DISTINGUISHED BETWEEN TWO KINDS OF OFFICERS, CORPORATE OFFICERS AND BOARD OFFICERS. THE BOARD OFFICERS ARE NOT TRUE OFFICERS OF THE CORPORATION AND HAVE MORE LIMITED PRESUMPTIVE AUTHORITY THAN A CORPORATE OFFICER. THE CORPORATE OFFICERS INCLUDE THE CHAIR, EXECUTIVE DIRECTOR, CFO, AND SECRETARY. THE BOARD OFFICERS ARE THE BOARD TREASURER AND ANY OTHER BOARD OFFICERS THAT THE BOARD MAY DESIGNATE (CURRENTLY THERE ARE NONE). THE BOARD HAS THE POWER TO APPOINT ADDITIONAL CORPORATE AND BOARD OFFICERS. NON-DISCRIMINATION ART. XIV THE BYLAWS NOW CONTAIN A STATEMENT SAYING THAT THE SCHOOL WILL NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, AND NATIONAL AND ETHNIC ORIGIN. A NONDISCRIMINATION POLICY IS REQUIRED BY THE IRS, AND WHILE THE POLICY DOES NOT HAVE TO BE INCLUDED IN THE BYLAWS, BECAUSE THE BYLAWS ARE EASILY ACCESSIBLE BY THE SCHOOL (FROM AN ADMINISTRATIVE STANDPOINT), THE BYLAWS ARE A CONVENIENT AND PRACTICAL DOCUMENT TO MEMORIALIZE THE POLICY. PRIVATE FOUNDATION: ALL REFERENCES THAT RELATE TO THE SCHOOL BEING A PRIVATE FOUNDATION HAVE BEEN REMOVED, AS THE SCHOOL OPERATES AND IS RECOGNIZED BY THE IRS AS A PUBLIC CHARITY, (NOT A PRIVATE FOUNDATION). THESE CHANGES WERE MADE TO ALIGN THE CORPORATE DOCUMENTS WITH THE SCHOOL'S CURRENT PRACTICE AND STATUS.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE THE FORM 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY DURING THE BOARD OF DIRECTORS' MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15A	THE BOARD OF DIRECTORS MEET AND DISCUSS ANNUALLY THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE BOARD REVIEWS COMPARABLE COMPENSATION DATA FROM OTHER SCHOOLS IN THE SAN FRANCISCO, MARIN AND EAST BAY AREAS.
FORM 990, PART VI, SECTION C, LINE 18	THE PUBLIC MAY CONTACT HELIX'S MAIN OFFICE AND REQUEST COPIES OF THE TAX RETURNS.
FORM 990, PART VI, SECTION C, LINE 19	THE PUBLIC MAY CONTACT HELIX'S MAIN OFFICE AND REQUEST COPIES OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS.
FORM 990, PAGE 1, LINE B	THE ORGANIZATION CHANGED ITS NAME FROM "THE HELIX SCHOOL FOUNDATION" TO "THE HELIX SCHOOL". THE CHANGE HAS BEEN FORMALIZED BY SUBMITTING UPDATED ARTICLES OF INCOPORATION TO THE CALIFORNIA SECRETARY OF STATE.
SECTION 1.263(A)-1(F) DE MINIMUS SAFE HARBOR ELECTION	THE HELIX SCHOOL FOUNDATION PO BOX 986 MILL VALLEY, CA 94942 EMPLOYER IDENTIFICATION NUMBER: 47-3699669 FOR THE YEAR ENDING JULY 31, 2021 THE HELIX SCHOOL FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).