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THE HELIX SCHOOL: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE HELIX SCHOOL (EIN 47-3699669)
Tax period
2017-08-01 to 2018-07-31
Filed
2019-04-11
IRS object ID
201921019349300027
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2019-04-11T11:31:22-05:00ReturnTs
Tax Period End2018-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941585562PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PISENTI & BRINKER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 1ST STREET SUITE 208AddressLine1Txt
CityPETALUMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94952ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473699669EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HELIX SCHOOL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHELIBusinessNameControlTxt
Phone4155695056PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 986AddressLine1Txt
CityMILL VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94942ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARJORIE MCMORRISPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4155695056PhoneNum
Signature2019-04-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND POUNDSPreparerPersonNm
PTINP00459430PTIN
Phone7077629900PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.115.75.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-05IPDt
IP Tm09:11:24IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id98558AAB3536977A64F986C9322A52249A4361A5AtSubmissionCreationDeviceId
At Submission Filing Device IdB356BBAA3642DF0E1D9D513795E17F79F9B2B883AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARJORIE MCMORRISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 986AddressLine1Txt
CityMILL VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94942ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,348,420GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THEHELIXSCHOOL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PREPARE CHILDREN ON THE AUTISM SPECTRUM FOR A FULFILLING FUTURE THROUGH DYNAMIC RELATIONSHIP-BASED INTERDISCIPLINARY EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$582,352PYContributionsGrantsAmt
CY Contributions Grants$910,065CYContributionsGrantsAmt
PY Program Service Revenue$317,816PYProgramServiceRevenueAmt
CY Program Service Revenue$438,323CYProgramServiceRevenueAmt
PY Investment Income$4PYInvestmentIncomeAmt
CY Investment Income$32CYInvestmentIncomeAmt
PY Other Revenue-$606PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$899,566PYTotalRevenueAmt
CY Total Revenue$1,348,420CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$577,093PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$713,268CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$86,494CYTotalFundraisingExpenseAmt
PY Other Expenses$529,702PYOtherExpensesAmt
CY Other Expenses$706,368CYOtherExpensesAmt
PY Total Expenses$1,106,795PYTotalExpensesAmt
CY Total Expenses$1,419,636CYTotalExpensesAmt
PY Revenues Less Expenses-$207,229PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$71,216CYRevenuesLessExpensesAmt
Total Assets BOY$320,798TotalAssetsBOYAmt
Total Assets EOY$291,420TotalAssetsEOYAmt
Total Liabilities BOY$434,162TotalLiabilitiesBOYAmt
Total Liabilities EOY$476,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$113,364NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$184,580NetAssetsOrFundBalancesEOYAmt
MissionTO PREPARE CHILDREN ON THE AUTISM SPECTRUM FOR A FULFILLING FUTURE THROUGH DYNAMIC RELATIONSHIP-BASED INTERDISCIPLINARY EDUCATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$808,803ExpenseAmt
Revenue$437,425RevenueAmt
DescTHE 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

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,680ExpenseAmt
Revenue$898RevenueAmt
DescTHE FOUNDATION OFFERS A SPEAKER SERIES TO EDUCATE THE PUBLIC AND OUR PARENTS ABOUT PROGRAMS THAT WE USE AND FIND BENEFICIAL FOR THE STUDENTS WE SERVE. THE SPEAKER SERIES INTRODUCES THE PUBLIC AND OUR SCHOOL COMMUNITY TO VARIOUS EXPERTS IN THE FIELD OF AUTISM. EDUCATING OUR PARENTS GIVES OUR STUDENTS THE OPPORTUNITY TO CONTINUE TO PRACTICE WHAT THEY LEARN AT SCHOOL AT HOME.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$810,483TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARJORIE MCMORRISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155695062PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 986AddressLine1Txt
CityMILL VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94942ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARJORIE MCMORRIS
PRESIDENT/CHAIRMAN15.00Yes (X)Yes (X)$0$0$0
MINJA MOORE
TREASURER/SECRETARY0.50Yes (X)Yes (X)$0$0$0
CHUCK MILLS
VICE PRESIDENT0.50Yes (X)Yes (X)$0$0$0
JOANNE SCHEINHOLTZ
HEAD OF SCHOOL40.00$122,051$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$122,051TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$910,065AllOtherContributionsAmt
Total Contributions$910,065TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SPECIAL EDUCATION611600$437,425$437,425
SPEAKER SERIES611430$898$898
FieldValueIRS element (for citing)
Total Program Service Revenue$438,323TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$32TotalRevenueColumnAmt
Exclusion$32ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,348,420TotalRevenueColumnAmt
Related Or Exempt Func Income$438,323RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$32ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$640,854TotalAmt
Program Services$355,033ProgramServicesAmt
Management And General$278,821ManagementAndGeneralAmt
Fundraising$7,000FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$635TotalAmt
Management And General$635ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$322TotalAmt
Management And General$322ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$71,457TotalAmt
Program Services$44,857ProgramServicesAmt
Management And General$25,716ManagementAndGeneralAmt
Fundraising$884FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$20,415TotalAmt
Management And General$20,415ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,340TotalAmt
Management And General$23,340ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$264,852TotalAmt
Program Services$254,304ProgramServicesAmt
Management And General$9,020ManagementAndGeneralAmt
Fundraising$1,528FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Program Services$200ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$159,553TotalAmt
Program Services$5,011ProgramServicesAmt
Management And General$96,480ManagementAndGeneralAmt
Fundraising$58,062FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,651TotalAmt
Management And General$4,651ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$186,472TotalAmt
Program Services$127,251ProgramServicesAmt
Management And General$41,050ManagementAndGeneralAmt
Fundraising$18,171FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,608TotalAmt
Program Services$105ProgramServicesAmt
Management And General$6,503ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,489TotalAmt
Program Services$5,942ProgramServicesAmt
Management And General$1,698ManagementAndGeneralAmt
Fundraising$849FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,008TotalAmt
Management And General$14,008ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
PROGRAM EXPENSES$17,721$17,721
OTHER MISC$59$59

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,419,636TotalAmt
Program Services$810,483ProgramServicesAmt
Management And General$522,659ManagementAndGeneralAmt
Fundraising$86,494FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$57,910BOYAmt
EOY$35,049EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$52,307BOYAmt
EOY$54,279EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$206,113LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$16,271LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$198,331BOYAmt
EOY$189,842EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,250BOYAmt
EOY$12,250EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$320,798BOYAmt
EOY$291,420EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$21,000BOYAmt
EOY$55,000EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$400,000BOYAmt
EOY$400,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,162BOYAmt
EOY$21,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$434,162BOYAmt
EOY$476,000EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY-$113,364BOYAmt
EOY-$184,580EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$113,364BOYAmt
EOY-$184,580EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$320,798BOYAmt
EOY$291,420EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$71,216ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$647,564CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$582,352CurrentTaxYearMinus1YearAmt
Current Tax Year$910,065CurrentTaxYearAmt
Total$2,139,981TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$286,634CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$317,816CurrentTaxYearMinus1YearAmt
Current Tax Year$438,323CurrentTaxYearAmt
Total$1,042,773TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$934,198CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$900,168CurrentTaxYearMinus1YearAmt
Current Tax Year$1,348,388CurrentTaxYearAmt
Total$3,182,754TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$560,918CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$514,517CurrentTaxYearMinus1YearAmt
Current Tax Year$800,100CurrentTaxYearAmt
Total$1,875,535TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$560,918CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$514,517CurrentTaxYearMinus1YearAmt
Current Tax Year$800,100CurrentTaxYearAmt
Total$1,875,535TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,307,219PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$4CurrentTaxYearMinus1YearAmt
Current Tax Year$32CurrentTaxYearAmt
Total$36TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$4CurrentTaxYearMinus1YearAmt
Current Tax Year$32CurrentTaxYearAmt
Total$36TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$934,198CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$900,172CurrentTaxYearMinus1YearAmt
Current Tax Year$1,348,420CurrentTaxYearAmt
Total$3,182,790TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART III, SECTION A & SECTION B, COLUMN CFormAndLineReferenceDesc
ExplanationTHE AMOUNTS IN COLUMN C INCLUDE THE SHORT PERIOD 2015 TAX RETURN OF MARCH 16, 2015 TO JULY 31, 2015 AS WELL AS THE SECOND 2015 TAX RETURN PERIOD OF AUGUST 1, 2015 TO JULY 31, 2016.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$202,809OtherCostOrOtherBasisAmt
Depreciation$15,638DepreciationAmt
Book Value$187,171BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,304OtherCostOrOtherBasisAmt
Depreciation$633DepreciationAmt
Book Value$2,671BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$189,842TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescTUITION DEPOSITSDesc
Amt$21,000Amt
FieldValueIRS element (for citing)
Total Liability$21,000TotalLiabilityAmt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media0PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs0MaintainRacialCompRecsInd
Maintain Scholarships Recs0MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE 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 4THE 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 WILL ADD A NONDISCRIMINATION POLICY TO DONOR SOLICITATIONS FOR FUNDRAISING ACTIVITIES.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARJORIE MCMORRISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgFOUNDER/BOARD CHAIRRelationshipWithOrgTxt
Loan PurposeGENERAL OPERATING AND RENOVATION EXPENSESLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$400,000OriginalPrincipalAmt
Balance Due$400,000BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$400,000TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 15THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS NOT COMPENSATED. 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 SHCOOLS IN THE SAN FRANCISCO, MARIN AND EAST BAY AREAS.
FORM 990, PART VI, SECTION C, LINE 18THE PUBLIC MAY CONTACT HELIX'S MAIN OFFICE AND REQUEST COPIES OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS.
FORM 990, PART VI, SECTION C, LINE 19THE PUBLIC MAY CONTACT HELIX'S MAIN OFFICE AND REQUEST COPIES OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS.
FORM 990, PART IX, LINE 11GEDUCATIONAL CONSULTANTS: PROGRAM SERVICE EXPENSES 243,611. MANAGEMENT AND GENERAL EXPENSES 5,260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 248,871. OTHER: PROGRAM SERVICE EXPENSES 10,693. MANAGEMENT AND GENERAL EXPENSES 3,760. FUNDRAISING EXPENSES 1,528. TOTAL EXPENSES 15,981.

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