2021-02-05T14:59:32-06:00 2020-09-30 ERNST & YOUNG US LLP 101 E WASHINGTON ST STE 910 PHOENIX AZ 85004 990 2019-10-01 942850977 Helios Education Foundation % MICHAEL CHESIN HELI 6023812260 4747 N 32ND STREET PHOENIX AZ 85018 MICHAEL CHESIN SR. 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DURING FY20, THE FOUNDATION PROVIDED $17.5 MILLION IN GRANTS AND $237 THOUSAND IN KIND GIVING TO ITS SUPPORTED CLASS OF ARIZONA AND FLORIDA EDUCATIONAL ORGANIZATIONS. HELIOS EDUCATION FOUNDATION DESIGNATES ITS SUPPORTED CHARITIES BY CLASS OR PURPOSE AND SATISFIES THE TYPE I "RELATIONSHIP TEST" BY ENSURING THAT A MAJORITY OF ITS BOARD OF DIRECTORS ARE ELECTED OR APPOINTED BY REPRESENTATIVES OF THE CLASS OF CHARITIES IT SUPPORTS. HELIOS EDUCATION FOUNDATION OPERATES FOR THE BENEFIT ONLY OF ORGANIZATIONS WITHIN ITS DESIGNATED CLASS (EDUCATIONAL ORGANIZATIONS LOCATED IN ARIZONA AND FLORIDA), WHICH APPOINT A MAJORITY OF THE BOARD OF DIRECTORS OF HELIOS EDUCATION FOUNDATION. false false false false false false true 5677 false false 5677 false SCHEDULE C, PART II-B, LINE 1G LINE 1G CONSISTS OF CONSULTING EXPENSES AND NOMINAL LOBBYING COSTS EMBEDDED WITHIN COMMUNITY MEMBERSHIP DUES. 8352520 8352520 57387506 57387506 491664 212133 279531 7167089 1837733 5329356 418894 3294 415600 71764513 HEDGE FUNDS - ALTERNATIVES 138050012 F PRIVATE ASSETS - ALTERNATIVES 42784424 F 180834436 0 0 X 46987969 -2013797 -2013797 49001766 1247933 22000 1269933 50271699 27705316 -822492 -822492 28527808 1247933 1247933 29775741 SCHEDULE D, PART X, LINE 2 THE FOUNDATION ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10), WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2016. SCHEDULE D, PART XI, LINE 4B RECLASS GAIN ON SALE OF ASSETS $22,000 SCHEDULE D, PART XII, LINE 2D EXPIRED AND TERMINATED PRIOR YEARS GRANTS $(724,077) NET CHANGE IN NORTHERN TRUST NOTE $ (76,415) RECLASS GAIN ON SALE OF ASSETS $ (22,000) --------- TOTAL $(822,492) ========= Central America and the Caribbean Investments 146646593 146646593 146646593 true false true false false false true A New Leaf 868 E University Dr Mesa AZ 85203 860256667 501(c)(3) 5500 SEE PART IV Academy Prep Center of Tampa 1407 East Columbus Drive Tampa FL 33605 593377240 501(c)(3) 10000 SEE PART IV Achieve Miami 1951 NW 7th Avenue Miami FL 33136 475482321 501(c)(3) 1002500 SEE PART IV Aliento 2264 S Deerfield Ln Gilbert AZ 85295 844749451 501(c)(3) 100000 SEE PART IV Anti-Defamation League 3200 N Central Avenue Phoenix AZ 85012 132887439 501(c)(3) 9400 SEE PART IV Arizona Academic Decathlon 6010 N 10th Way Phoenix AZ 85014 860508608 501(c)(3) 65000 SEE PART IV Arizona Community Foundation 2201 E Camelback Rd Phoenix AZ 85016 860348306 501(c)(3) 368500 SEE PART IV Arizona Diamondbacks Foundation 401 E Jefferson Street Phoenix AZ 85004 860901615 501(c)(3) 10000 SEE PART IV Arizona Grantmakers Forum 2201 E Camelback Rd Phoenix AZ 85016 861040394 501(c)(3) 17190 SEE PART IV Arizona School Administrators 1910 W Washington St Phoenix AZ 85009 860255586 501(c)(3) 260000 SEE PART IV Arizona Science Center 600 E Washington Street Phoenix AZ 85004 860390558 501(c)(3) 46500 SEE PART IV ASU Fdn for a New American University 300 East University Drive Tempe AZ 85281 866051042 501(c)(3) 2797580 SEE PART IV Broward College Foundation 111 E Las Olas Fort Lauderdale FL 33301 237181959 501(c)(3) 1201000 SEE PART IV Center for the Future of Arizona 541 E Van Buren Phoenix AZ 85004 820538372 501(c)(3) 300000 SEE PART IV Children's Movement of Florida 3250 SW 3rd Ave Miami FL 33129 311626706 501(c)(3) 50000 SEE PART IV College Success Arizona 4040 E Camelback Rd Phoenix AZ 85018 202366755 501(c)(3) 1560050 SEE PART IV Community Foundation for Southern Arizona 5049 E Broadway Blvd Tucson AZ 85711 942681765 501(c)(3) 52500 SEE PART IV Community Foundation of Tampa Bay 4300 W Cypress Street Tampa FL 33607 593001853 501(c)(3) 150000 SEE PART IV Consortium of Florida Education Foundations 3919 W Newberry Rd Gainesville FL 32607 651086820 501(c)(3) 300000 SEE PART IV Dine College PO Box C08 Tsaile AZ 86556 860215931 501(c)(3) 26500 SEE PART IV Diocesan Council - Society of St Vincent PO Box 13600 Phoenix AZ 85002 860096789 501(c)(3) 5050 SEE PART IV Expect More Arizona 4747 N 32nd Street Phoenix AZ 85011 453681012 501(c)(3) 383040 SEE PART IV Flagstaff Chamber of Commerce Foundation 101 West Route 66 Flagstaff AZ 86001 273133456 501(c)(3) 72000 SEE PART IV Florida Chamber Foundation 136 S Bronough St Tallahassee FL 32301 596209605 501(c)(3) 47500 SEE PART IV Florida Education Foundation 325 W Gaines Street Tallahassee FL 32399 592718509 501(c)(3) 30200 SEE PART IV Florida International University Foundation 11200 SW 8th Street Miami FL 33199 237047106 501(c)(3) 900000 SEE PART IV Florida Philanthropic Network 5421 Beaumont Center Dr Tampa FL 33634 201328734 501(c)(3) 37555 SEE PART IV Florida State University Foundation 325 W College Avenue Tallahassee FL 32310 596152180 501(c)(3) 30000 SEE PART IV Florida TaxWatch 106 North Bronough St Tallahassee FL 32301 591918055 501(c)(3) 10000 SEE PART IV Genesis City 525 E McDowell Rd Phoenix AZ 85004 860739107 501(c)(3) 42800 SEE PART IV Girl Scouts - Arizona Cactus-Pine Council 119 East Coronado Phoenix AZ 85004 860133397 501(c)(3) 8800 SEE PART IV Grantmakers for Education 851 SW 6th Ave Portland OR 97204 330919329 501(c)(3) 17600 SEE PART IV Grantmakers for Effective Organizations 1310 L Street NW Washington DC 20005 010669150 501(c)(3) 11640 SEE PART IV Great Hearts Academies 3102 N 56th St Phoenix AZ 85018 202036133 501(c)(3) 50000 SEE PART IV Greater Phoenix Economic Council 2 N Cental Avenue Phoenix AZ 85004 474623504 501(c)(3) 25000 SEE PART IV Heart of Florida United Way 1940 Traylor Blvd Orlando FL 32804 590808854 501(c)(3) 103000 SEE PART IV Hillsborough Education Foundation 2306 N Howard Ave Tampa FL 33607 592883361 501(c)(3) 44802 SEE PART IV Hopi Foundation PO Box 301 Kykotsmovi AZ 86039 742488628 501(c)(3) 7500 SEE PART IV Hudson Elementary School 7229 Hudson Avenue Hudson FL 34667 596000792 Public Entity 6500 SEE PART IV MARICOPA COMMUNITY COLLEGE - KJZZ 2323 W 14th Street Tempe AZ 85281 Public Entity 44280 SEE PART IV Lawton Chiles Foundation 12008 Miccosukee Road Tallahassee FL 32309 593400148 501(c)(3) 40000 SEE PART IV Maricopa Community Colleges Foundation 2419 West 14th Street Tempe AZ 85281 860327449 501(c)(3) 598200 SEE PART IV National College Attainment Network 1001 Connecticut Ave Washington DC 20036 311793562 501(c)(3) 23625 SEE PART IV New Teacher Center 1205 Pacific Avenue Santa Cruz CA 95060 262427526 501(c)(3) 400000 SEE PART IV Not My Kid 5230 E Shea Blvd Scottsdale AZ 85254 860988329 501(c)(3) 14000 SEE PART IV Read Better Be Better 715 E Montecito Ave Phoenix AZ 85014 474003520 501(c)(3) 486000 SEE PART IV Roadtrip Nation 1626 Placentia Avenue Costa Mesa CA 92627 263889207 501(c)(3) 650000 SEE PART IV Roman Catholic Church Diocese of Phoenix 400 E Monroe St Phoenix AZ 85004 860223974 501(c)(3) 10000 SEE PART IV Sandra Day O'Connor Institute PO Box 66422 Phoenix AZ 85004 263521510 501(c)(3) 9150 SEE PART IV Save Our Schools Arizona Network PO Box 28370 Tempe AZ 85281 834555457 501(c)(3) 360000 SEE PART IV Stand for Children Leadership Center 649 N 4th Avenue Phoenix AZ 85002 521957214 501(c)(3) 505000 SEE PART IV Starting Right Now 16057 Tampa Palms Blvd Tampa FL 33647 263725699 501(c)(3) 6600 SEE PART IV Take Stock in Children 3000 NE 30th Pl Fort Lauderdale FL 33306 593331584 501(c)(3) 1084320 SEE PART IV Teach for America 3030 N Central Ave Phoenix AZ 85012 133541913 501(c)(3) 341140 SEE PART IV The Miami Foundation 40 NW 3rd Street Miami FL 33128 650350357 501(c)(3) 50000 SEE PART IV Translational Genomics Research Instit Fdn 445 N 5th Street Phoenix AZ 85004 331092191 501(c)(3) 21000 SEE PART IV Tucson Festival of Books 1209 E University Tucson AZ 85721 262145432 501(c)(3) 10000 SEE PART IV Tucson Values Teachers 3497 N Campbell Ave Tucson AZ 85719 264637708 501(c)(3) 6000 SEE PART IV United Way of Miami-Dade 3250 SW 3rd Ave Miami FL 33129 590830840 501(c)(3) 110000 SEE PART IV United Way Suncoast 5201 W Kennedy Blvd Tampa FL 33609 593725701 501(c)(3) 100254 SEE PART IV University of Arizona Foundation 1111 N Cherry Ave Tucson AZ 85721 866050388 501(c)(3) 65000 SEE PART IV University of Central Florida Foundation 12424 Research Pkwy Orlando FL 32826 596211832 501(c)(3) 650000 SEE PART IV University of South Florida Foundation 4202 E Fowler Ave Tampa FL 33620 590879015 501(c)(3) 140800 SEE PART IV Valley of the Sun United Way 3200 E Camelback Rd Phoenix AZ 85018 860104419 501(c)(3) 137996 SEE PART IV WestEd 4665 Lampson Ave A Los Alamitos CA 90720 943233542 Public Entity 156000 SEE PART IV THE INSTITUTE FOR CITIZENS & SCHOLARS 5 Vaughn Drive Princeton NJ 08540 210703075 501(c)(3) 100000 SEE PART IV XICO Inc 1008 E Buckeye Road Phoenix AZ 85034 204225234 501(c)(3) 6000 SEE PART IV Yavapai County Educational Services Agency 2970 Centerpointe E Dr Prescott AZ 86301 Public Entity 950000 SEE PART IV 68 SCHEDULE I, PART I, LINE 2 SEE SCHEDULE O SCHEDULE I, PART II, COLUMN (H) SEE SCHEDULE O X X true true X X X false true false false false false false true false PAUL LUNA PRESIDENT AND CEO 403908 0 50000 0 64512 0 53000 0 77288 0 648708 0 0 0 VINCENT ROIG CHAIRMAN 215727 0 35000 0 15070 0 0 0 58922 0 324719 0 0 0 BARBARA RYAN THOMPSON EXECUTIVE VICE PRESIDENT & COO 303550 0 40000 0 19129 0 40600 0 33029 0 436308 0 0 0 MICHAEL CHESIN SR VICE PRESIDENT & CFO 249972 0 30000 0 20412 0 49000 0 58966 0 408350 0 0 0 VINCE YANEZ SVP - AZ COMMUNITY ENGAGEMENT 216200 0 5000 0 2400 0 22115 0 32638 0 278353 0 0 0 CHARLES HOKANSON SVP - FL COMMUNITY ENGAGEMENT 220033 0 0 0 2061 0 22000 0 27790 0 271884 0 0 0 LINDA THOMPSON SVP PROG ADMIN & ORG LEARNING 213283 0 3000 0 6596 0 21800 0 54012 0 298691 0 0 0 BRAULIO COLON VP FL STUDENT SUCCESS INITIVES 171842 0 0 0 4225 0 17500 0 60956 0 254523 0 0 0 PAUL PERRAULT VP RESEARCH AND EVALUATION 159534 0 0 0 -3687 0 16269 0 60870 0 232986 0 0 0 JANICE PALMER VP PUBLIC POLICY & GOVT AFFAIR 162692 0 5000 0 329 0 16769 0 21915 0 206705 0 0 0 STEVE BETTS CONSTRUCTION MANAGER 137301 0 0 0 0 0 0 0 41318 0 178619 0 0 0 TINA DENICOLE VP FINANCE AND ADMINISTRATION 143461 0 0 0 1687 0 11115 0 21826 0 178089 0 0 0 SCHEDULE J, PART I, LINE 1 BOARD MEMBERS AND CORPORATE OFFICERS MAY TRAVEL 'FIRST CLASS' FOR FOUNDATION-RELATED BUSINESS IF THE TRAVEL TIME EXCEEDS TWO HOURS. ON OCCASION, FOUNDATION STAFF TRAVELING WITH A BOARD MEMBER ON FLIGHTS EXCEEDING TWO HOURS MAY BE UPGRADED TO 'FIRST CLASS'. COMPANION TRAVEL IS PROVIDED IN LIMITED CIRCUMSTANCES AND IS REPORTED AS TAXABLE INCOME TO THE INDIVIDUAL. Schedule J, Part I, Line 4b THE BOARD OF DIRECTORS HAS APPROVED THE ESTABLISHMENT OF A 457(f) PLAN FOR EXECUTIVE STAFF. THE PLAN IS AN UNFUNDED PLAN ESTABLISHED AND MAINTAINED FOR THE PRIMARY PURPOSE OF PROVIDING CERTAIN KEY EMPLOYEES WHO CONTRIBUTE TO THE SUCCESS OF THE FOUNDATION WITH THE OPPORTUNITY TO BENEFIT FROM SUPPLEMENTAL FOUNDATION CONTRIBUTIONS OF INCOME. THE PLAN IS INTENDED TO COMPLY IN ALL RESPECTS WITH CODE SECTION 457(F) AND 409A AND THOSE PROVISIONS OF ERISA APPLICABLE TO AN UNFUNDED PLAN MAINTAINED PRIMARILY TO PROVIDE DEFERRED COMPENSATION BENEFITS FOR A SELECT GROUP OF "MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES." Schedule J, Part I, Line 7 DISCRETIONARY BONUSES WERE AUTHORIZED BY THE BOARD FOR CERTAIN INDIVIDUALS BASED ON PERFORMANCE. FORM 990, PART III, LINE 4A HELIOS EDUCATION FOUNDATION IS DEDICATED TO CREATING OPPORTUNITIES FOR INDIVIDUALS IN ARIZONA AND FLORIDA TO ACHIEVE A POSTSECONDARY EDUCATION. THE FOUNDATIONS WORK IS DRIVEN BY ITS FOUR FUNDAMENTAL BELIEFS: 1) COMMUNITY - EDUCATION CHANGES LIVES AND STRENTHENS COMMUNITIES. 2) INVESTMENT EDUCATION IS AN INVESTMENT, NOT AN EXPENSE. 3) EQUITY EVERY STUDENT, REGARDLESS OF ZIP CODE, DESERVES A HIGH- QUALITY EDUCATION. 4) PARTNERSHIP THE FOUNDATION WILL ACHIEVE ITS MISSION THROUGH PARTNERSHIP AND COLLABORATION. Helios Education Foundation has a deep and longstanding commitment to the values of diversity, equity, and inclusion. We seek to integrate this commitment into all aspects of the Foundations operations and we seek the same commitment from our external partners. Our commitment is rooted in our mission, our values, and in our four fundamental beliefs of Community, Investment, Equity, and Partnership. HELIOS INVESTS IN PROGRAMS AND INITIATIVES ACROSS THE FULL EDUCATION CONTINUUM, FROM EARLY GRADE SUCCESS THROUGH POSTSECONDARY EDUCATION. HELIOS PARTNERS WITH UNIVERSITIES, COLLEGES, ELEMENTARY AND SECONDARY SCHOOLS, AND OTHER ELIGIBLE EDUCATIONAL ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ARIZONA, WHERE LATINO STUDENTS COMPRISE THE LARGEST PERCENTAGE OF THE K-12 PUBLIC SCHOOL POPULATION, THE FOUNDATION IS IMPLEMENTING ITS ARIZONA LATINO STUDENT SUCCESS INITIATIVE FOCUSED ON PREPARING ALL STUDENTS FOR SUCCESS WITH EMPHASIS ON FIRST GENERATION, LOW-INCOME, AND UNDERSERVICED COMMUNITIES. IN FLORIDAS THREE LARGEST METROPOLITAN REGIONS, MIAMI, ORLANDO, AND TAMPA, HELIOS IS HELPING FIRST GENERATION, LOW-INCOME, AND UNDERSERVED STUDENTS ACHIEVE A POSTSECONDARY EDUCATION THROUGH THE FOUNDATIONS REGIONAL STUDENT SUCCESS INITIATIVE. THE FOUNDATION'S COMMITMENT TO EDUCATION IS LONG-TERM AND ITS FINANCIAL SUPPORT IS FOCUSED ON INVESTING IN SUSTAINABLY IMPACT THE EDUCATIONAL SUCCESS OF ALL STUDENTS. DURING FY20, HELIOS EDUCATION FOUNDATION PROVIDED APPROXIMATELY $17.5 MILLION IN GRANTS AND $237 THOUSAND IN-KIND GIVING TO EDUCATIONAL ORGANIZATIONS LOCATED IN ARIZONA AND FLORIDA. THIS FUNDING AND IN-KIND GIVING PROVIDED SUPPORT TO SCHOOLS, UNIVERSITIES AND OTHER EDUCATIONAL ORGANIZATIONS AND NON-PROFITS THAT IMPROVE THE CONDITIONS OF AND ACCESS TO EDUCATION. HELIOS VIEWS COLLABORATION AND PARTNERSHIP AS A KEY COMPONENT TO CULTIVATING INNOVATIVE IDEAS AND DEVELOPING SOLUTIONS TO THE COMPLEX CHALLENGES FACING EDUCATION. THROUGH COLLABORATION, STRATEGIC PARTNERSHIPS, AND INVESTMENTS, HELIOS FOCUSES ITS WORK IN THREE AREAS: EARLY GRADE SUCCESS, COLLEGE AND CAREER READINESS AND POSTSECONDARY COMPLETION. PRIORITIES IN ACHIEVING OUR LONG-TERM GOAL: 1) EARLY GRADE SUCCESS - HELIOS IS PARTNERING TO ENSURE CHILDREN IN ARIZONA AND FLORIDA, AGES BIRTH TO EIGHT, ENTER KINDERGARTEN PREPARED TO SUCCEED AND ARE READING AT GRADE LEVEL BY THE END OF THIRD GRADE. 2) COLLEGE AND CAREER READINESS - THROUGH THE FOUNDATIONS COLLEGE AND CAREER READINESS INITIATIVE, HELIOS IS CREATING PARTNERSHIPS THAT STRIVE FOR ALL ARIZONA AND FLORIDA HIGH SCHOOL GRADUATES TO BE PREPARED TO ENTER COLLEGE AND PURSUE AND COMPLETE A POSTSECONDARY EDUCATION. 3) POSTSECONDARY COMPLETION IMBEDDED IN THE FOUNDATION'S POSTSECONDARY COMPLETION STRATEGIES IS A FOCUS AND CONCENTRATION IN ASSISTING MORE TRADITIONALLY UNDERSERVED STUDENTS IN ARIZONA AND FLORIDA ACCESS, PERSIST AND ATTAIN A HIGH-QUALITY POSTSECONDARY CERTIFICATE OR DEGREE. FORM 990, PART VI, LINE 2 JANE ROIG AND VINCENT ROIG HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, LINE 11B THE FOUNDATION'S SENIOR STAFF AND BOARD OF DIRECTORS (ALL VOTING MEMBERS OF THE GOVERNING BODY) REVIEW AND APPROVE THE FORM 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. THERE ARE SEVERAL REVIEW AND DUE DILIGENCE STEPS THAT OCCUR PRIOR TO THE BOARD RECEIVING THE COMPLETED FORM 990 FOR ITS CONSIDERATION. THE FOUNDATION'S FORM 990 IS PREPARED, REVIEWED AND APPROVED IN THE FOLLOWING MANNER: 1) THE FOUNDATION'S FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM IN CONJUNCTION WITH THE FOUNDATION'S CHIEF FINANCIAL OFFICER AFTER COMPLETION OF THE ANNUAL AUDITED FINANCIAL STATEMENTS. THE FORM 990 IS THEN SHARED WITH INDEPENDENT TAX COUNSEL FOR FURTHER REVIEW AND COMMENT. 2) UPON COMPLETION OF THE REVIEW BY INDEPENDENT TAX COUNSEL, THE CHIEF FINANCIAL OFFICER REVIEWS THE FORM 990 AND RELATED SCHEDULES WITH SENIOR STAFF. 3) FOLLOWING THE REVIEW AND CONCURRENCE BY SENIOR STAFF, THE FORM 990 IS REVIEWED WITH THE FOUNDATION'S AUDIT COMMITTEE. THE AUDIT COMMITTEE IS A REGULAR STANDING COMMITTEE OF THE BOARD OF DIRECTORS, AND IT IS CHARGED WITH REVIEWING THE FORM 990. A FULL COPY OF THE FORM 990 AND RELATED SCHEDULES IS PROVIDED TO ALL MEMBERS OF THE AUDIT COMMITTEE AS WELL AS ALL MEMBERS OF THE BOARD OF DIRECTORS (ALL VOTING MEMBERS OF THE GOVERNING BODY) IN ADVANCE OF THE REVIEW MEETING IN ORDER TO GIVE THE AUDIT COMMITTEE MEMBERS AND BOARD MEMBERS AMPLE TIME FOR REVIEW. ONCE THE AUDIT COMMITTEE IS SATISFIED WITH THE FORM 990 REVIEW, IT APPROVES THE FORM 990 AND RECOMMENDS IT TO THE FULL BOARD OF DIRECTORS FOR APPROVAL AND FILING. 4) FOLLOWING APPROVAL AND RECOMMENDATION BY THE AUDIT COMMITTEE, THE BOARD OF DIRECTORS TAKES ACTION ON THE FORM 990. THE CHAIR OF THE AUDIT COMMITTEE PROVIDES THE BOARD OF DIRECTORS WITH AN OVERVIEW OF THE FORM 990 REVIEW CONDUCTED BY THE AUDIT COMMITTEE AND RECOMMENDS APPROVAL BY THE ENTIRE BOARD OF DIRECTORS. IF REQUIRED, THE BOARD OF DIRECTORS MAY FURTHER REVIEW THE FORM 990 AND ENGAGE IN ADDITIONAL DISCUSSIONS. ONCE THE BOARD OF DIRECTORS IS SATISFIED WITH THE FORM 990, IT VOTES ON APPROVAL AND ACCEPTANCE. ONCE APPROVED, SENIOR STAFF IS DIRECTED TO FILE THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, LINE 12C THE FOUNDATION HAS CREATED A COMPREHENSIVE CONFLICT OF INTEREST POLICY FOR THE ENTIRE ORGANIZATION. THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED AT TWO DISTINCT LEVELS OR TIERS WITHIN THE FOUNDATION. THESE TIERS ARE: - BOARD MEMBERS AND OFFICERS - INTERESTED PERSONS - FOUNDATION STAFF - NON-INTERESTED PERSONS THE PRIMARY DISTINGUISHING FACTOR BETWEEN THE TIERS IS WHETHER THE PERSON IS CONSIDERED AN "INTERESTED PERSON." AN INTERESTED PERSON IS DEFINED AS ANY INDIVIDUAL, RELATED PARTY, OR ENTITY IN A POSITION TO EXERCISE CONTROL OR INFLUENCE OVER THE FOUNDATION, INCLUDING, WITHOUT LIMITATION, DIRECTORS, OFFICERS AND MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS, WHO HAVE A DIRECT OR INDIRECT FINANCIAL OR BENEFICIAL INTEREST IN A TRANSACTION WITH THE FOUNDATION. BOARD MEMBERS AND OFFICERS - INTERESTED PERSON: EVERY EMPLOYEE, OFFICER AND BOARD MEMBER RECEIVES A COPY OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY. THE POLICY IS AVAILABLE AND INCORPORATED INTO THE FOUNDATION'S EMPLOYEE HANDBOOK. THE POLICY IS REVIEWED AND SHARED WITH ALL EMPLOYEES (INCLUDING OFFICERS) EVERY JANUARY. ADDITIONALLY, THE BOARD OF DIRECTORS DISCUSS AND REVIEW THE POLICY ANNUALLY. - MONITORING. THE FOUNDATION, IN CONJUNCTION WITH ITS TAX ADVISOR (A NATIONAL CPA FIRM), HAS DEVELOPED AND CUSTOMIZED A COMPREHENSIVE CONFLICT OF INTEREST AND RELATED PARTY TRANSACTION QUESTIONNAIRE. THIS QUESTIONNAIRE ADDRESSES AND ALIGNS WITH THE KEY GOVERNANCE AND POLICY QUESTIONS ASKED IN THE FORM 990. THE QUESTIONNAIRE IS REVIEWED AND UPDATED ANNUALLY. ALL FOUNDATION OFFICERS AND BOARD MEMBERS ARE REQUIRED TO ANSWER THE QUESTIONNAIRE ON AN ANNUAL CYCLE COMMENCING IN JANUARY. ADDITIONALLY, EACH OFFICER AND BOARD MEMBER UPON COMPLETION SIGNS AN ACKNOWLEDGEMENT OF DUTIES, CONFLICT OF INTEREST POLICY AND CONFIDENTIALITY STATEMENT. KEY ELEMENTS OF THE CONFLICT OF INTEREST POLICY AND BEST PRACTICES OF THE FOUNDATION INCLUDE THE FOLLOWING PROTOCOLS: - DUTY TO DISCLOSE. AN INTERESTED PERSON MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE BOARD AND/OR MEMBER OF PERTINENT COMMITTEES OF THE BOARD THAT ARE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. - DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS. A DETERMINATION OF WHETHER THE CONFLICT EXISTS IS MADE BY THE BOARD OR RELEVANT COMMITTEE OF THE BOARD. - PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: * IN THE CASE OF AN ACTUAL CONFLICT OF INTEREST, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE OF THE BOARD CONCERNING THE TRANSACTION, BUT MAY NOT PARTICIPATE IN ANY DELIBERATION OR VOTE OR FUTURE MEETINGS DURING THE DISCUSSION OF, DELIBERATIONS ABOUT, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. * IF APPROPRIATE, A DISINTERESTED PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT NECESSARILY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE MAY DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST. * THE INTERESTED PERSON SHALL NOT INFLUENCE OR ATTEMPT TO INFLUENCE THE DECISIONS OF THE BOARD OR COMMITTEE CONSIDERING THE TRANSACTION. - VIOLATIONS OF THE CONFLICT OF INTEREST POLICY. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE INTERESTED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF THE BOARD OR COMMITTEE DETERMINES THAT THE INTERESTED PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FOUNDATION STAFF - NON-INTERESTED PERSON: ON AN ANNUAL BASIS AND AS PART OF NEW HIRE ORIENTATION ALL FOUNDATION STAFF (INCLUDING OFFICERS) ARE MADE AWARE OF AND BRIEFED ON THE FOUNDATION'S CONFLICT OF INTEREST POLICY. THE POLICY IS INCLUDED IN THE EMPLOYEE HANDBOOK. EVERY JANUARY, ALL EMPLOYEES SIGN A STATEMENT ACKNOWLEDGING THAT THEY HAVE READ, UNDERSTAND AND AGREE TO COMPLY WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. - MONITORING. EVERY JANUARY EACH EMPLOYEE (INCLUDING OFFICERS) PREPARES AND SIGNS AN ANNUAL CONFIDENTIALITY AND CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE STATEMENT ADDRESSES THE EMPLOYEE'S DUTY TO DISCLOSE ANY POTENTIAL OR ACTUAL DUALITY OF INTEREST OR CONFLICT OF INTEREST. ALL EMPLOYEES ARE REQUIRED TO MAKE PROMPT AND FULL DISCLOSURE IN WRITING TO THEIR MANAGER OF ANY POTENTIAL SITUATION WHICH MAY INVOLVE A CONFLICT OF INTEREST. - PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST. EMPLOYEES WITH A CONFLICT OF INTEREST QUESTION SHOULD SEEK ADVICE FROM MANAGEMENT. PRIOR TO ENGAGING IN ANY ACTIVITY, TRANSACTION, OR RELATIONSHIP THAT MAY GIVE RISE TO A CONFLICT OF INTEREST, EMPLOYEES MUST SEEK REVIEW FROM THEIR MANAGERS OR THE HUMAN RESOURCE DEPARTMENT. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER WILL MAKE THE FINAL DETERMINATION IF THE MATTER REMAINS UNRESOLVED. ANY VIOLATION OF THIS POLICY WILL SUBJECT THE EMPLOYEE OF THE FOUNDATION TO DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. FORM 990, PART VI, LINES 15A & 15B COMPENSATION FOR THE FOLLOWING POSITIONS IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. CHAIRMAN OF THE BOARD TREASURER SECRETARY PRESIDENT AND CHIEF EXECUTIVE OFFICER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER THERE IS NO ADDITIONAL COMPENSATION PAID TO BOARD MEMBERS WHO ALSO SERVE AS CORPORATE OFFICERS. THE MOST RECENT FORMAL COMPENSATION STUDY WAS CONDUCTED BY AN INDEPENDENT OUTSIDE CONSULTING FIRM IN 2019. - THE PROCESS FOR DETERMINING SENIOR STAFF COMPENSATION COMMENCES WITH AN ANNUAL PERFORMANCE REVIEW FOR EACH POSITION. - SALARY RANGES FOR EACH POSITION ARE DETERMINED BY THE FOUNDATION'S PARTICIPATION AND REVIEW OF MULTIPLE SALARY SURVEYS FOR COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED INDIVIDUALS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED LIKE-KIND ORGANIZATIONS. THE FOUNDATION HAS ALSO ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO STUDY AND ASSIST IN DETERMINING APPROPRIATE COMPENSATION RANGES FOR ALL STAFF POSITIONS. - THE BOARD REVIEWS PERFORMANCE, THE SALARY SURVEYS, AND ANY OTHER COMPARABILITY DATA. ANY RECOMMENDED ADJUSTMENT IS DISCUSSED AND APPROVED BY THE BOARD OF DIRECTORS. - CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DISCUSSION AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE REFLECTED IN THE BOARD MINUTES. FORM 990, PART VI, LINE 19 THE FOLLOWING FOUNDATION DOCUMENTS ARE NOT REQUIRED TO BE MADE AVAILABLE TO THE GENERAL PUBLIC. - GOVERNING DOCUMENTS - FINANCIAL STATEMENTS - CONFLICT OF INTEREST POLICY CERTAIN DOCUMENTS AND FINANCIAL INFORMATION MAY BE FOUND THROUGH OTHER SOURCES SUCH AS THE ARIZONA CORPORATION COMMISSION OR GUIDESTAR. FORM 990, PART XI, LINE 9 EXPIRED AND TERMINATED PRIOR YEARS GRANTS $724,077 NET CHANGE IN NORTHERN TRUST NOTE $ 76,415 -------- TOTAL $800,492 ======== SCHEDULE I, PART I, LINE 2 THE FOLLOWING DUE DILIGENCE AND OVERSIGHT PROCEDURES ARE FOLLOWED PRIOR TO AWARDING AND FUNDING A GRANT: THE FOUNDATIONS DUE DILIGENCE PROCESS FOR FIRST-TIME GRANTEES BEGINS IN EARLY CONVERSATIONS BETWEEN THE COMMUNITY ENGAGEMENT LEAD AND THE PROSPECTIVE PARTNER (GRANTEE). MANAGEMENT AND FINANCIAL RISK ARE INFORMALLY EXPLORED THROUGH QUESTIONS SUCH AS: 1. WHAT IS THE ORGANIZATIONS PROCESS OR PRACTICES FOR FINANCIAL PLANNING? THIS QUESTION SEEKS TO UNDERSTAND: A. WHETHER FINANCIAL PLANNING HAPPENS, WITH WHAT LONGITUDINAL OUTLOOK, AND TO WHAT DEGREE B. THE PLANNING TIMEFRAME ANNUAL OR MULTI-YEAR C. THE DEGREE TO WHICH THE PLANNING IS INCLUSIVE OR FUNCTIONAL AREAS OR SILOED D. HOW FINANCIAL MANAGEMENT IS ALIGNED TO ORGANIZATIONAL GOALS 2. HOW DOES THE ORGANIZATION CONSIDER AND PLAN FOR THE FULL COST OF OPERATIONS? A. DO FINANCIAL PRACTICES ENSURE OPERATIONAL COSTS ARE COVERED OVER TIME? B. ABILITY TO IDENTIFY ANY POTENTIAL HIDDEN ISSUES 3. WHAT WERE THE KEY FINDINGS OF THE MOST RECENT AUDIT? 4. HOW DOES YOUR ORGANIZATION THINK ABOUT AND ACCOUNT FOR INDIRECT COSTS? - COMMUNITY ENGAGEMENT LEAD MAY USE THIS QUESTION TO START A FINANCIAL CONVERSATION THAT CAN EVOLVE POTENTIAL PARTNERS EXPECT LIMITATIONS ON INDIRECT COSTS. WHEN EXPLORATORY CONVERSATIONS LEAD TO AN INVITATION TO SUBMIT A CONCEPT PAPER, THE PROSPECTIVE PARTNER VALIDATES TWO COMPLIANCE CRITERIA IN THE FOUNDATION'S GRANT MANAGEMENT PROGRAM WHEN THEY ESTABLISH THEIR ONLINE PROFILE: EXISTENCE OF EQUAL OPPORTUNITY EMPLOYER AND ANTI-DISCRIMINATION POLICIES. CONCURRENTLY, GRANTS ADMINISTRATION OBTAINS THE MOST RECENT MANAGEMENT AUDIT LETTER FROM THE ORGANIZATION, AND, USING PUBLICLY AVAILABLE INFORMATION FROM GUIDESTAR BY CANDID, COLLECTS INFORMATION TO DOCUMENT THE FOLLOWING: -IRS NONPROFIT STATUS AND CATEGORY -NET REVENUE -TOP 3 REVENUE SOURCES -LIQUIDITY -SOLVENCY -CASH ON HAND -PERCENT OF PROJECT FUNDING REQUESTED FROM HELIOS -HELIOS GRANT REQUEST AS A PERCENT OF ORGANIZATIONAL ANNUAL BUDGET PROJECT LEAD IN COLLABORATION WITH BROADER TEAM CONSIDERS ANY POTENTIAL RISKS AND HOW TO MANAGE THEM SHOULD THE FOUNDATION CHOOSE TO INVITE A FULL PROPOSAL FOLLOWING ASSESSMENT OF THE CONCEPT PAPER. ONCE A GRANT HAS BEEN AWARDED, A CUSTOMIZED CONTRACT IS DEVELOPED AND EXECUTED. CONTRACTS GENERALLY CONTAIN CUSTOMIZED DELIVERABLES INCLUDING INTERIM REPORTING, SITE VISITS, AND FINAL REPORT. DELIVERABLES ARE ENTERED INTO A TRACKING DATABASE AND MONITORED FOR COMPLIANCE. COMMUNITY ENGAGEMENT STAFF, IN COLLABORATION WITH GRANT ADMINISTRATION STAFF, MONITORS GRANT COMPLIANCE AND PROACTIVELY ADDRESSES ANY GRANT EXCEPTIONS. RETURNING GRANTEES PROPOSING A NEW PROJECT PROVIDE A CURRENT MANAGEMENT AUDIT LETTER. IF THE FOUNDATION IS AWARE OF OTHER AREAS OF PARTICULAR CONCERN THROUGH PAST WORK WITH THE GRANTEE, ADDITIONAL DOCUMENTS MAY BE REQUESTED (E.G., ANNUAL OPERATING BUDGET). EXISTING GRANTEES WITH MULTI-YEAR PROJECTS IN PROGRESS ARE NOT REQUIRED TO RENEW ANY DUE DILIGENCE DOCUMENTS DURING THE COURSE OF THE GRANT. SCHEDULE I, PART II, COLUMN (H) AS DESCRIBED IN PART III OF THE FORM 990, HELIOS EDUCATION FOUNDATION FOCUSES ITS COMMUNITY INVESTMENTS ACROSS THREE PRIORITY AREAS: 1) EARLY GRADE SUCCESS; 2) COLLEGE AND CAREER READINESS; AND 3) POSTSECONDARY COMPLETION. EARLY GRADE SUCCESS FOR OUR YOUNGEST CHILDREN, WE ARE WORKING TO CREATE LEARNING OPOORTUNITIES THAT WILL PREPARE CHILDREN TO ENTER KINDERGARTEN AND READ AT GRADE LEVEL BY THE END OF THIRD GRADE THROUGH: - FOSTERING COLLABORATIVE AND SUSTAINABLE EARLY CHILDHOOD EDUCATION SYSTEMS - IMPROVING ACCESS AND QUALITY OF EARLY CHILDHOOD PROFESSIONAL DEVELOPMENT - BRIDGING EARLY CHILDHOOD AND K-3 EDUCATION COLLEGE AND CAREER READINESS - ENSURING ARIZONA AND FLORIDA HIGH SCHOOL GRADUATES ARE PREPARED TO ENTER THE WORKFORCE OR CREDIT-BEARING COLLEGE COURSES WITHOUT REMEDIATION BY: - IMPROVING ACADEMIC RIGOR AND RELEVANCE - EMBEDDING A COLLEGE-GOING CULTURE BY FOSTERING HIGH EXPECTATIONS AND ENGAGING COMMUNITIES POSTSECONDARY COMPLETION - HELPING TRADITIONALLY UNDERSERVED STUDENTS IN ARIZONA AND FLORIDA ACCESS, PERSIST AND ATTAIN A HIGH-QUALITY POSTSECONDARY CERTIFICATE OR DEGREE BY: - STRUCTURING SUPPORTS TO FACILITATE SUCCESSFUL TRANSITION TO CREDIT BEARING COURSES - CONSTRUCTING SCHOLARSHIPS TO SUPPORT PERSISTENCE AND COMPLETION - FOCUSING SUPPORTS AND GUIDANCE ON CERTIFICATE AND DEGREE PATHWAYS INNOVATIVE - PROGRAMS ALIGNED TO THE VALUES, VISION AND MISSION OF THE FOUNDATION THAT FALL OUTSIDE OF OUR OTHER PRIORITY AREAS. OLYMPUS PROPERTIES I LLC 4747 N 32ND STREET PHOENIX AZ 85018 942850977 REAL ESTATE AZ 0 0 HELIOS OLYMPUS PROPERTIES II LLC 4747 N 32ND STREET PHOENIX AZ 85018 942850977 REAL ESTATE AZ 7191 67457199 HELIOS