MT HELIX PARK FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MT HELIX PARK FOUNDATION (EIN 33-0859352)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-30
- IRS object ID
- 202240899349300544
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-30T11:02:32-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953749711 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sonnenberg & Company CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5190 Governor Dr 201 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330859352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mt Helix Park Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Norm Hapke | InCareOfNm |
| Business Name Control | MTHE | BusinessNameControlTxt |
| Phone | 6197414363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 Mt Helix Drive | AddressLine1Txt |
| City | La Mesa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91941 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Norm Hapke | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6197414363 | PhoneNum |
| Signature | 2022-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Krista | PersonFirstNm |
| Person Last | Powers | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard C Sonnenberg | PreparerPersonNm |
| PTIN | P00287581 | PTIN |
| Phone | 8584575252 | PhoneNum |
| Preparation | 2022-03-30 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Norm Hapke | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 Mt Helix Drive | AddressLine1Txt |
| City | La Mesa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91941 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $517,620 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mthelixpark.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Mt. Helix Park Foundation is to preserve, enhance, enrich, and share the Nature Theatre with neighbors and friends. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $153,592 | PYContributionsGrantsAmt |
| CY Contributions Grants | $358,564 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,548 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,961 | CYProgramServiceRevenueAmt |
| PY Investment Income | $877 | PYInvestmentIncomeAmt |
| CY Investment Income | $471 | CYInvestmentIncomeAmt |
| PY Other Revenue | $87,697 | PYOtherRevenueAmt |
| CY Other Revenue | $74,689 | CYOtherRevenueAmt |
| PY Total Revenue | $253,714 | PYTotalRevenueAmt |
| CY Total Revenue | $481,685 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $120,575 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $122,566 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,402 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $131,894 | PYOtherExpensesAmt |
| CY Other Expenses | $179,034 | CYOtherExpensesAmt |
| PY Total Expenses | $252,469 | PYTotalExpensesAmt |
| CY Total Expenses | $301,600 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,245 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $180,085 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,085,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,219,529 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,325 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,035 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,027,051 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,203,494 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $237,038 | ExpenseAmt |
| Revenue | $47,961 | RevenueAmt |
| Desc | The Mt. Helix Nature Theatre and Park rises up from the valley floor of San Diegos East County, Aptly called, The Crown Jewel of East County. The Mount Helix Nature Theatre and Park has been inspiring residents of southern California with its rugged beauty and scenic views since 1924. Perched atop Mt. Helix at an elevation of approximately 1300 feet, the historic park offers a spectacular 360-degree view of San Diego County. The park is open to the public 365 days a year. In addition to the park operations, the amphitheater is the site to free community programs, donation-based yoga classes, weddings and memorials, and the awe-insiring Easter Sunrise service. The park receives no government funding, meaning the tens of thousands of visitors who use the park annually do so thanks to 100 funding by the Mt. Helix Park Foundation. | Desc |
| Total Program Service Expenses | $237,038 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Form8886 T Filed | false | Form8886TFiledInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Nondeductible Contri Discl | false | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peggy Junker | PersonNm |
| Phone | 6197414363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 Mt Helix Drive | AddressLine1Txt |
| City | La Mesa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91941 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| Krista Powers | ||||||
| Executive Director | 040.00 | Yes (X) | $77,000 | $0 | $0 | |
| Norm Hapke | ||||||
| President | 010.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Christopher Kilrain | ||||||
| CFO | 010.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Helgi Gudmundson | ||||||
| Operations VP | 010.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Robert Ball | ||||||
| Past President | 002.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Steve Clay | ||||||
| Director | 002.00 | $0 | $0 | $0 | Yes (X) | |
| Caroline Harrod | ||||||
| Development VP | 002.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jason Kardos | ||||||
| Director | 002.00 | $0 | $0 | $0 | Yes (X) | |
| Alice W Smith | ||||||
| Director | 002.00 | $0 | $0 | $0 | Yes (X) | |
| Andrew Phemister | ||||||
| Director | 002.00 | $0 | $0 | $0 | Yes (X) | |
| Wes Troy | ||||||
| Director | 002.00 | $0 | $0 | $0 | Yes (X) | |
| Don Teemsma | ||||||
| Director | 002.00 | $0 | $0 | $0 | Yes (X) | |
| Goff Yvonne | ||||||
| Director | 002.00 | $0 | $0 | $0 | Yes (X) | |
| Jeremiah Shultz | ||||||
| Director | 002.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $77,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $39,844 | MembershipDuesAmt |
| Fundraising | $102,397 | FundraisingAmt |
| Government Grants | $66,873 | GovernmentGrantsAmt |
| All Other Contributions | $149,450 | AllOtherContributionsAmt |
| Noncash Contributions | $5,527 | NoncashContributionsAmt |
| Total Contributions | $358,564 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Park use | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $47,961 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,961 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,961 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $471 | TotalRevenueColumnAmt |
| Exclusion | $471 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $94,483 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $94,483 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,483 | TotalRevenueColumnAmt |
| Exclusion | $94,483 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,141 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $102,397 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $35,935 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,794 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $481,685 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,961 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $94,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,000 | TotalAmt |
| Program Services | $57,750 | ProgramServicesAmt |
| Management And General | $3,850 | ManagementAndGeneralAmt |
| Fundraising | $15,400 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,440 | TotalAmt |
| Program Services | $25,508 | ProgramServicesAmt |
| Management And General | $9,110 | ManagementAndGeneralAmt |
| Fundraising | $1,822 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,126 | TotalAmt |
| Program Services | $6,694 | ProgramServicesAmt |
| Management And General | $1,059 | ManagementAndGeneralAmt |
| Fundraising | $1,373 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,053 | TotalAmt |
| Program Services | $47,147 | ProgramServicesAmt |
| Management And General | $1,906 | ManagementAndGeneralAmt |
| Fundraising | $3,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124 | TotalAmt |
| Management And General | $34 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,038 | TotalAmt |
| Program Services | $4,745 | ProgramServicesAmt |
| Management And General | $1,376 | ManagementAndGeneralAmt |
| Fundraising | $1,917 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,760 | TotalAmt |
| Program Services | $5,324 | ProgramServicesAmt |
| Fundraising | $436 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,857 | TotalAmt |
| Program Services | $6,200 | ProgramServicesAmt |
| Management And General | $1,771 | ManagementAndGeneralAmt |
| Fundraising | $886 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39 | TotalAmt |
| Fundraising | $39 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,777 | TotalAmt |
| Program Services | $24,777 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,995 | TotalAmt |
| Program Services | $6,297 | ProgramServicesAmt |
| Management And General | $1,799 | ManagementAndGeneralAmt |
| Fundraising | $899 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Landscaping | $11,412 | $11,412 | ||
| Printing and publication | $8,207 | $623 | $628 | $6,956 |
| Supplies | $24,356 | $19,769 | $4,587 | |
| Equipment rental Shutle | $14,928 | $14,928 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,988 | TotalAmt |
| Program Services | $5,864 | ProgramServicesAmt |
| Management And General | $2,127 | ManagementAndGeneralAmt |
| Fundraising | $1,997 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,600 | TotalAmt |
| Program Services | $237,038 | ProgramServicesAmt |
| Management And General | $25,160 | ManagementAndGeneralAmt |
| Fundraising | $39,402 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,697 | BOYAmt |
| EOY | $41,628 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,920 | BOYAmt |
| EOY | $611,840 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,700 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,642 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,828,738 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $315,291 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,513,203 | BOYAmt |
| EOY | $2,513,447 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,914 | BOYAmt |
| EOY | $50,914 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,085,376 | BOYAmt |
| EOY | $3,219,529 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,021 | BOYAmt |
| EOY | $7,945 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,854 | BOYAmt |
| EOY | $8,090 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,300 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,325 | BOYAmt |
| EOY | $16,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,637 | BOYAmt |
| EOY | $777,392 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,334,414 | BOYAmt |
| EOY | $2,426,102 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,027,051 | BOYAmt |
| EOY | $3,203,494 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,085,376 | BOYAmt |
| EOY | $3,219,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $180,085 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$3,642 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $205,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $217,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $183,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $358,564 | CurrentTaxYearAmt |
| Total | $1,118,386 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $205,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $217,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $183,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $358,564 | CurrentTaxYearAmt |
| Total | $1,118,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $244,327 | SubstantialContributorsTotAmt |
| Public Support Total170 | $874,059 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $877 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $471 | CurrentTaxYearAmt |
| Total | $9,021 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,483 | CurrentTaxYearAmt |
| Total | $453,312 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,141 | CurrentTaxYearAmt |
| Total | $162,203 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,742,922 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $89,705 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,600 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $100 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100 | OtherExpendituresAmt |
| End Year Balance | $104,600 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,600 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $200 | OtherExpendituresAmt |
| End Year Balance | $104,600 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,600 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $785 | OtherExpendituresAmt |
| End Year Balance | $104,600 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,600 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $785 | OtherExpendituresAmt |
| End Year Balance | $104,600 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,600 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $785 | OtherExpendituresAmt |
| End Year Balance | $104,600 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,283,976 | OtherCostOrOtherBasisAmt |
| Book Value | $2,283,976 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $202,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $173,544 | DepreciationAmt |
| Book Value | $28,661 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $307,314 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,151 | DepreciationAmt |
| Book Value | $181,163 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,062 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,415 | DepreciationAmt |
| Book Value | $19,647 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,181 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,181 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,513,447 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc |
|---|
| Federal income taxes |
| Deposits |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HEART event | Event1Nm |
| Gross Receipts Event1 | $118,538 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $102,397 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,141 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $937 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,873 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $29,125 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $118,538 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $102,397 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,141 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $937 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,873 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,125 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $35,935 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$19,794 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | The mission of the Mt. Helix Park Foundation is to preserve, enhance, enrich, and share the Nature Theatre with neighbors and friends. Objective I To preserve for the future the beauty and historical significance of the Nature Theatre. Provide for public programs and events that reinforce nature, education, cultural enrichment, and the spirit of life. Objective II To build and maintain financial stability. To provide long-term funding for the park foundation using relationship-building activities. These will include events, friends/members, donations, corporate support, major/planned giving, and by creating and funding an endowment. Objective III To create a master plan to improve the Nature Theatre for future generations to enjoy. Objective IV To develop a Mt.Helix Park Foundation Board that demonstrates comitment and devotion to maintaining and managing the Park, following the intentions of the families who established the trust in memory of Mary Yawkey. |
| Form 990, Part VI, Line 11B | The 990 is provided to the entire Board of Directors prior to filing. |
| Form 990, Part VI, Line 12C | The Board of Directors provides information about any conflicts annually. |
| Form 990, Part VI, Line 15A | Organization has a compensation committee appointed by the Board. Salaries are compared to similar organizations through IRS form 990 and salary surveys. |
| Form 990, Part VI, Line 19 | Governing documents, conflict of interest policy, and financial statements are available upon request. |
| Form 990, Part IX, Line 11g | Other fees for services include Design Fees - 4,540 Managment and legal - 14,138 Security - 33,375 |