2022-06-06T16:29:29-05:00 2021-07-31 941585562 PISENTI & BRINKER LLP 201 FIRST STREET SUITE 208 PETALUMA CA 94952 990 2020-08-01 473699669 THE HELIX SCHOOL HELI 4155695056 PO BOX 986 MILL VALLEY CA 94942 MARJORIE MCMORRIS DIRECTOR 4155695056 2022-06-02 1 MARJORIE MCMORRIS 999009999 RAYMOND POUNDS P00459430 7077629900 2022-06-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X MARJORIE MCMORRIS PO BOX 986 MILL VALLEY CA 94942 2216112 0 X WWW.THEHELIXSCHOOL.ORG X 2015 CA TO PREPARE CHILDREN ON THE AUTISM SPECTRUM FOR A FULFILLING FUTURE THROUGH DYNAMIC RELATIONSHIP-BASED INTERDISCIPLINARY EDUCATION. 4 4 21 4 0 0 648342 898169 847494 1313062 4 6 0 4363 1495840 2215600 0 0 0 0 1223039 1503881 0 0 33552 362278 443874 1585317 1947755 -89477 267845 383343 474728 625200 448740 -241857 25988 TO PREPARE CHILDREN ON THE AUTISM SPECTRUM FOR A FULFILLING FUTURE THROUGH DYNAMIC RELATIONSHIP-BASED INTERDISCIPLINARY EDUCATION. 0 0 1263197 1313062 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. 1263197 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 4 4 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X MARJORIE MCMORRIS 4155695062 PO BOX 986 MILL VALLEY CA 94942 MARJORIE MCMORRIS PRESIDENT/CHAIRMAN 28.00 X X 0 0 0 MINJA MOORE TREASURER/SECRETARY 0.50 X X 0 0 0 CHUCK MILLS LEFT 012021 VICE PRESIDENT 0.50 X X 0 0 0 CRAIG CUFFIE BOARD MEMBER 0.50 X X 0 0 0 KRISTIN SCHINELLA EXECUTIVE DIRECTOR 40.00 X 247615 0 0 247615 0 0 1 0 1 0 0 15171 882998 898169 SPECIAL EDUCATION 611600 1313062 1313062 1313062 6 6 0 15171 0 0 4875 512 4363 4363 2215600 1313062 0 4369 243692 152216 91476 1116722 775110 341612 41021 41021 102446 69262 33184 67066 67066 7736 7736 2125 2125 34612 100 34512 1623 1623 242997 171866 46831 24300 155 155 4720 4720 8489 6367 1698 424 18908 18908 PROGRAM EXPENSES 55443 45130 1485 8828 1947755 1263197 651006 33552 135505 137198 62724 156405 206113 41738 172864 164375 12250 16750 383343 474728 0 38296 0 4444 400000 400000 225200 6000 625200 448740 X 0 0 0 0 -241857 25988 -241857 25988 383343 474728 267845 0 X 0 0 0 X 582352 910065 803277 648342 898169 3842205 317816 438323 683848 847494 1313062 3600543 900168 1348388 1487125 1495836 2211231 7442748 514517 800100 589000 518000 223000 2644617 0 514517 800100 589000 518000 223000 2644617 4798131 4 32 9 4 6 55 4 32 9 4 6 55 8907 4363 13270 900172 1348420 1496041 1495840 2215600 7456073 0.64350 0.51550 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 202809 40115 162694 3304 1623 1681 164375 TUITION DEPOSITS 6000 6000 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 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. 1 X 0 0 0 0 0 0 0 0 0 KRISTIN SCHINELLA EXECUTIVE DIRECTOR 247615 0 0 0 0 0 0 0 0 0 247615 0 0 0 MARJORIE MCMORRIS FOUNDER/BOARD CHAIR GENERAL OPERATING AND RENOVATION EXPENSES X 400000 400000 0 1 1 400000 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).