2019-01-11T11:48:08-06:00 2018-09-30 ERNST & YOUNG US LLP TWO NORTH CENTRAL AVENUE STE 2300 PHOENIX AZ 85004 990 2017-10-01 942850977 Helios Education Foundation % MICHAEL CHESIN HELI 6023812260 2415 E camelback road Suite 500 PHOENIX AZ 85016 Michael Chesin SR. 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false false false true false true false false false false false false false false false false false false true false false false false true 42 0 true 34 true true true false false false false false false false false false false false X 10 7 true false false false false false false true true false false true true true true true true true true false AZ X MICHAEL CHESIN 6023812260 2415 E camelback rd 500 PHOENIX AZ 85016 PAUL LUNA PRESIDENT AND CEO 40.0 0.0 X X 460627 0 82817 VINCENT ROIG CHAIRMAN 20.0 0.0 X X 245288 0 37339 MARK FERNANDEZ DIRECTOR & SECRETARY 6.0 0.0 X X 50205 0 0 TOM HERNDON DIRECTOR & TREASURER 6.0 0.0 X X 61100 0 0 DON ARIPOLI DIRECTOR 6.0 0.0 X 48387 0 0 VADA MANAGER DIRECTOR 6.0 0.0 X 47417 0 0 IOANNA MORFESSIS DIRECTOR 6.0 0.0 X 56354 0 0 JANE ROIG DIRECTOR 6.0 0.0 X 54855 0 0 MARIA SASTRE DIRECTOR 6.0 0.0 X 54143 0 0 STEVEN WHEELER DIRECTOR 6.0 0.0 X 47471 0 0 BARBARA RYAN THOMPSON EXECUTIVE VICE PRESIDENT & COO 40.0 0.0 X 326696 0 51377 MICHAEL CHESIN SR VICE PRESIDENT & CFO 40.0 0.0 X 262560 0 81528 LINDA THOMPSON SVP PROG ADM & ORG LEARNING 40.0 0.0 X 202378 0 52896 CHARLES HOKANSON SVP-FL COMMUNITY ENGAGEMENT 40.0 0.0 X 195277 0 41495 VINCE YANEZ SVP-AZ COMMUNITY ENGAGEMENT 40.0 0.0 X 177459 0 35454 KAREN ORTIZ VP & PROGRAM DIRECTOR 40.0 0.0 X 164563 0 27087 BRAULIO COLON VP & PROGRAM DIRECTOR 40.0 0.0 X 164314 0 58331 PAUL PERRAULT VP & Director of Research 40.0 0.0 X 141312 0 56771 JANICE PALMER VP & DIRECTOR OF POLICY 40.0 0.0 X 130612 0 29818 REBECCA LINDGREN VP MARKETING AND COMMUNICATION 40.0 0.0 X 112301 0 25807 IAN SMITH SR VICE PRESIDENT & CCO 0.0 0.0 X 228267 0 33879 3231586 0 614599 16 true true false ARCHITEKTON INC 464 S FARMER AVE 101 TEMPE AZ 85281 architectural design 2514450 UEB BUILDERS INC 6750 E CAMELBACK RD STE 103 SCOTTSDALE AZ 85251 GENERAL CONTRACTOR 1562379 mercer po box 730182 DALLAS TX 75373 business consulting 498228 community wealth partner 1825 k street nw 1000 WASHINGTON DC 20006 business consulting 201788 steven betts 211 e catalina drive PHOENIX AZ 85012 construction mgmt 180539 11 0 26 0 26 0 15038429 15038429 0 0 42107 483899 -441792 0 -441792 -441792 335266469 315624510 19641959 19641959 19641959 0 0 0 0 0 0 0 0 0 0 34238622 34238596 19211277 19211277 0 0 0 0 0 0 3306284 2105717 1200567 0 0 0 0 0 1387894 710391 677503 0 445959 281958 164001 0 916162 522046 394116 0 263195 162072 101123 0 0 0 0 0 42974 0 42974 0 117389 0 117389 0 12249 12249 0 0 0 0 1635722 0 1635722 0 752399 534291 218108 0 0 0 0 0 224681 124475 100206 175504 77112 98392 0 0 0 0 0 429636 240152 189484 0 339391 248786 90605 0 0 0 0 0 270961 100489 170472 0 0 0 0 0 0 0 0 0 495749 473628 22121 0 46489 19150 27339 0 COMMUNITY EVENT SPONSORSHIP 94971 94971 0 0 COMPANY EVENT SPONSORSHIP 98015 19785 78230 0 REAL ESTATE & OTHER EXP. 1045358 0 1045358 0 COMMUNITY RELATIONS 396669 260033 136636 0 31708928 25198582 6510346 0 0 250165 445333 15804240 16020014 0 0 272740 370055 0 0 0 0 0 0 0 0 151880 92092 29822451 1327737 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described in sections 509(a)(1) or 509(a)(2) of the internal revenue code. DURING FY18, THE FOUNDATION PROVIDED $19.3 MILLION IN GRANTS 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 0 false 0 false 0 false 0 true 12249 false 0 false 0 12249 false SCHEDULE C, PART II-B, LINE 1G LINE 1G CONSISTS OF Consulting expense AND NOMINAL LOBBYING COSTS EMBEDDED WITHIN COMMUNITY MEMBERSHIP DUES. 8352520 8352520 596659 185584 411075 1388731 768915 619816 19484541 373238 19111303 28494714 HEDGE FUNDS - ALTERNATIVES 158019045 F PRIVATE ASSETS - ALTERNATIVES 14071045 F 172090090 0 0 X 42320962 9234163 9234163 33086799 1635722 -483899 1151823 34238622 30557105 483899 483899 30073206 1635722 1635722 31708928 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 2014. SCHEDULE D, PART XI, LINE 4B RENTAL EXPENSES (OLYMPUS PROPERTIES II) $(483,899) SHCEDULE D, PART XII, LINE 2D RENTAL EXPENSES $483,899 Central America and the Caribbean Investments 131561585 131561585 131561585 true false true false false false true Academy Prep Center of Tampa 1407 East Columbus Drive Tampa FL 33605 593377240 501(c)(3) 10000 See Part IV American Alliance of Museums 2451 Crystal Drive Arlington VA 22202 530205889 501(c)(3) 50000 See Part IV America's Promise Alliance 1110 Vermont Avenue NW Ste 900 Washington DC 20005 541848713 501(c)(3) 23750 See Part IV Anti-Defamation League 3200 N Central Ave Ste 2120 Phoenix AZ 85012 132887439 501(c)(3) 23000 See Part IV Arizona Academic Decathlon 6010 N 10th Way Phoenix AZ 85014 860508608 501(c)(3) 40000 See Part IV Arizona Commission for Postsecondary Edu 2020 N Central Ave Ste 650 Phoenix AZ 85004 866004791 Public Entity 20204 See Part IV Arizona Community Foundation 2201 E Camelback Rd Ste 405B Phoenix AZ 85016 860348306 501(c)(3) 3547230 See Part IV Arizona Diamondbacks Foundation 401 E Jefferson Street Phoenix AZ 85004 860901615 501(c)(3) 8500 See Part IV Arizona Grantmakers Forum 2201 E Camelback Rd Ste 405B Phoenix AZ 85016 861040394 501(c)(3) 18710 See Part IV Arizona School Administrators 1910 W Washington St Phoenix AZ 85009 860255586 501(c)(3) 51930 See Part IV Arizona School Boards Association 2100 N Central Ave Ste 200 Phoenix AZ 85004 860288067 501(c)(3) 6320 See Part IV Arizona Science Center 600 E Washington Street Phoenix AZ 85004 860390558 501(c)(3) 1545000 See Part IV Aspen Forum for Community Solutions 2300 N St NW 700 Washington DC 20037 840399006 501(c)(3) 300000 See Part IV ASU Foundation for a New American Uni 300 East University Drive Tempe AZ 85281 866051042 501(c)(3) 35780 See Part IV Be A Leader Foundation 1715 W Northern Avenue 104 Phoenix AZ 85021 550850279 501(c)(3) 340000 See Part IV Big Brothers Big Sisters of Central Arizona 4745 N 7th Street Suite 210 Phoenix AZ 85014 860975009 501(c)(3) 5500 See Part IV Center for the Future of Arizona 541 E Van Buren Suite B-5 Phoenix AZ 85004 820538372 501(c)(3) 150000 See Part IV College Success Arizona 4040 E Camelback Rd Suite 220 Phoenix AZ 85018 202366755 501(c)(3) 86350 See Part IV Consortium of Florida Education Foundations 3919 W Newberry Rd Ste 3 Gainesville FL 32607 651086820 501(c)(3) 100000 See Part IV D3 Foundation 1451 W Cypress Crk Ft Lauderdale FL 33069 462643089 501(c)(3) 10000 See Part IV Diocesan CounCIL - Society of St Vincent PO Box 13600 Phoenix AZ 85002 860096789 501(c)(3) 23800 See Part IV Educate Tomorrow 1717 N Bayshore Dr Miami FL 33132 510493526 501(c)(3) 150000 See Part IV Expect More Arizona PO Box 16088 Phoenix AZ 85011 453681012 501(c)(3) 29630 See Part IV Florida Chamber Foundation 136 S Bronough St Tallahassee FL 32301 596209605 501(c)(3) 20800 See Part IV Florida Children's Council 111 N Gadsden St Ste 300 Tallahassee FL 32301 650299932 501(c)(3) 1700000 See Part IV Florida College System Foundation 325 West Gaines Street Ste 1548 Tallahassee FL 32399 650530384 501(c)(3) 50000 See Part IV Florida Education Foundation 325 W Gaines Street Suite 1524 Tallahassee FL 32399 592718509 501(c)(3) 29500 See Part IV Florida International University Foundation 11200 SW 8th Street MARC 531 Miami FL 33199 237047106 501(c)(3) 525000 See Part IV Florida Philanthropic Network 5421 Beaumont Center Dr Suite 655 Tampa FL 33634 201328734 501(c)(3) 91695 See Part IV Florida State University Foundation 2010 Levy Avenue Tallahassee FL 32310 596152180 501(c)(3) 226200 See Part IV Genesis City 525 E McDowell Rd Phoenix AZ 85004 860739107 501(c)(3) 47800 See Part IV Grantmakers for Education 851 SW 6th Ave Suite 350 Portland OR 97204 330919329 501(c)(3) 7500 See Part IV Grantmakers for Effective Organizations 1310 L Street NW Washington DC 20005 010669150 501(c)(3) 6380 See Part IV Great Hearts Academies 3102 N 56th St Ste 300 Phoenix AZ 85018 202036133 501(c)(3) 51500 See Part IV Greater Tampa Chamber of Commerce FDN 201 N Franklin St Ste 201 Tampa FL 33602 593462329 501(c)(3) 8550 See Part IV Hillsborough Education Foundation 2306 N Howard Ave Tampa FL 33607 592883361 501(c)(3) 47308 See Part IV Hispanic Heritage SchOLARSHIP Metro Orland 518 S Magnolia Ave Ste 100 Orlando FL 32801 010807279 501(c)(3) 9716 See Part IV Isac Amaya Foundation 3302 N 7TH ST UNIT 232 Phoenix AZ 85014 451487332 501(c)(3) 15800 See Part IV Lawton Chiles Foundation 12008 Miccosukee Road Tallahassee FL 32309 593400148 501(c)(3) 40000 See Part IV Leadership Florida 215 S Monroe St Ste 710 Tallahassee FL 32301 593201445 501(c)(3) 500200 See Part IV LULAC Institute 1133 19TH ST NW STE 1000 Washington DC 20036 522072106 501(c)(3) 5800 See Part IV Make Way for Books 700 N Stone Ave Tucson AZ 85705 311583036 501(c)(3) 10000 See Part IV Maricopa Community Colleges 2411 W 14th Street Tempe AZ 85281 860348306 501(c)(3) 10000 See Part IV Maricopa Community Colleges Foundation 2419 West 14th Street Tempe AZ 85281 860327449 501(c)(3) 14000 See Part IV NALEO Educational Fund 1122 West Washington Blvd 3rd Flo Los Angeles CA 90015 521212849 501(c)(3) 820000 See Part IV National College Access Network 1001 Connecticut Ave Ste 300 Washington DC 20036 311793562 501(c)(3) 26200 See Part IV NORC 1155 E 60th St Chicago IL 60637 362167808 501(c)(3) 1300000 See Part IV Phoenix Day 115 E Tonto Street Phoenix AZ 85004 860096782 501(c)(3) 25100 See Part IV Phoenix Suns Charities 201 E Jefferson St Phoenix AZ 85004 860633919 501(c)(3) 250000 See Part IV Pinellas County Education Foundation 12090 Starkey Road Largo FL 33773 592688253 501(c)(3) 12900 See Part IV Policy Innovators in Education Network 510 1st Ave N Minneapolis MN 55403 275550971 501(c)(3) 18000 See Part IV Read Better Be Better 715 E Montecito Ave Phoenix AZ 85014 474003520 501(c)(3) 23800 See Part IV Sandra Day O'Connor Institute 111 East Taylor Street Phoenix AZ 85004 263521510 501(c)(3) 21000 See Part IV South Florida Progress Foundation 1601 Biscayne Blvd Miami FL 33132 596216592 501(c)(3) 7125 See Part IV Southwest Human Development 2850 N 24th St Phoenix AZ 85008 860407179 501(c)(3) 761200 See Part IV Stand for Children - Arizona 649 N 4th Avenue Suite A Phoenix AZ 85003 521957214 501(c)(3) 360000 See Part IV Superior Unified School District 1500 Panther Drive Suite 101 Superior AZ 85173 821563885 Public Entity 10000 See Part IV Take Stock in Children 3000 NE 30th Place Fort Lauderdale FL 33306 593331584 501(c)(3) 79900 See Part IV Teach for America - Phoenix 3030 N Central Ave Ste 900 Phoenix AZ 85012 133541913 501(c)(3) 1012263 See Part IV The Salvation Army 2707 E Van Buren St Phoenix AZ 85008 941156347 501(c)(3) 10250 See Part IV The School Board of Hillsborough County FL 901 E Kennedy Blvd Tampa FL 33602 596000660 Public Entity 6534 See Part IV The SEED Foundation 1730 Rhode Island NW Suite 1102 Washington DC 20036 541850819 501(c)(3) 1002000 See Part IV Translational Genomics RESEARCH Ins FDN 445 N 5th Street Ste 120 Phoenix AZ 85004 331092191 501(c)(3) 10000 See Part IV Tucson Festival of Books 1209 E University Room 104 Tucson AZ 85721 262145432 501(c)(3) 9000 See Part IV Tucson Values Teachers 3497 N Campbell Ave Tucson AZ 85719 264637708 501(c)(3) 10850 See Part IV United Way Miami-Dade 3250 SW 3rd Ave Miami FL 33129 590830840 501(c)(3) 10000 See Part IV University of Arizona Foundation 1111 N Cherry Ave Tucson AZ 85721 866050388 501(c)(3) 281100 See Part IV University of Central Florida Foundation 12424 Research Pkwy Orlando FL 32826 596211832 501(c)(3) 80000 See Part IV University of South Florida Foundation 4202 E Fowler Ave ALC 100 Tampa FL 33620 590879015 501(c)(3) 2223880 See Part IV Valley Leadership 910 E Osborn Ste A Phoenix AZ 85014 860373283 501(c)(3) 502500 See Part IV Valley of the Sun United Way 3200 E Camelback Rd Phoenix AZ 85018 860104419 501(c)(3) 224263 See Part IV WMFE Community Communications 11510 E Colonial Dr Orlando FL 32803 596155012 501(c)(3) 36000 See Part IV XICO Inc 1008 E Buckeye Road Suite 220 Phoenix AZ 85034 204225234 501(c)(3) 6060 See Part IV 73 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 true true false false false false false true false BARBARA RYAN THOMPSON EXECUTIVE VICE PRESIDENT & COO 275371 0 35000 0 16325 0 27000 0 24377 0 378073 0 0 0 MICHAEL CHESIN SR VICE PRESIDENT & CFO 211930 0 30000 0 20630 0 27000 0 54528 0 344088 0 0 0 IAN SMITH SR VICE PRESIDENT & CCO 113846 0 0 0 114421 0 22113 0 11766 0 262146 0 0 0 LINDA THOMPSON SVP PROG ADM & ORG LEARNING 185741 0 6015 0 10622 0 13815 0 39081 0 255274 0 0 0 CHARLES HOKANSON SVP-FL COMMUNITY ENGAGEMENT 193160 0 1015 0 1102 0 20517 0 20978 0 236772 0 0 0 KAREN ORTIZ VP & PROGRAM DIRECTOR 158354 0 1015 0 5194 0 11387 0 15700 0 191650 0 0 0 BRAULIO COLON VP & PROGRAM DIRECTOR 165104 0 1015 0 -1805 0 16161 0 42170 0 222645 0 0 0 PAUL PERRAULT VP & Director of Research 143030 0 1015 0 -2733 0 14782 0 41989 0 198083 0 0 0 JANICE PALMER VP & DIRECTOR OF POLICY 129308 0 1015 0 289 0 14302 0 15516 0 160430 0 0 0 VINCE YANEZ SVP-AZ COMMUNITY ENGAGEMENT 176009 0 1015 0 435 0 17178 0 18276 0 212913 0 0 0 PAUL LUNA PRESIDENT AND CEO 364378 0 45000 0 51249 0 27000 0 55817 0 543444 0 0 0 VINCENT ROIG CHAIRMAN 205899 0 30000 0 9389 0 0 0 37339 0 282627 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 4a THE FOUNDATION'S CHIEF COMMUNICATION OFFICER POSITION WAS ELIMINATED IN AUGUST 2017. IAN SMITH RECEIVED SEVERANCE OF $71,154 ASSOCIATED WITH THE ELIMINATION OF HIS POSITION. SEVERANCE WAS PAID AND CALCULATED PREDICATED ON A FORMULA ESTABLISHED BY THE FOUNDATION THAT EQUATED TO A DOLLAR AMOUNT BASED ON THE INDIVIDUAL'S NUMBER OF YEARS OF SERVICE. Schedule J, Part I, Line 4b DURING THE CURRENT FISCAL YEAR, THE BOARD OF DIRECTORS 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 MISSIONTHROUGH PARTNERSHIPAND COLLABORATION. 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, ESPECIALLY STUDENTS IN HIGH POVERTY, UNDERSERVED LATINO COMMUNITIES. IN FLORIDAS THREE LARGEST METROPOLITAN REGIONS, MIAMI, ORLANDO, AND TAMPA, HELIOS IS HELPING UNDERSERVED, MINORITY, FIRST GENERATION 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 SUSTAINABLE PROGRAMS AND INITIATIVES AT EDUCATIONAL ORGANIZATIONS THAT SPECIFICALLY IMPACT THE EDUCATIONAL SUCCESS OF STUDENTS. DURING FY18, HELIOS EDUCATION FOUNDATION PROVIDED $19.3 MILLION IN GRANTS TO EDUCATIONAL ORGANIZATIONS LOCATED IN ARIZONA AND FLORIDA. THIS FUNDING 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 CRITICAL 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 - HELIOS STRIVES FOR ALL ARIZONA AND FLORIDA HIGH SCHOOL GRADUATES TO BE PREPARED FOR COLLEGE AND CAREERS AND PURSUE POSTSECONDARY EDUCATION. 3) POSTSECONDARY COMPLETION - HELIOS FOCUSES ON HELPING MORE TRADITIONALLY UNDERSERVED STUDENTS IN ARIZONA AND FLORIDA ACCESS, PURSUE AND COMPLETE 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 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, 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 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, 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 OUR 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 2017. - 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. SCHEDULE I, PART I, LINE 2 PRIOR TO AWARDING AND PAYING A GRANT, THE FOLLOWING DOCUMENTS ARE COLLECTED AS PART OF THE DUE DILIGENCE AND OVERSIGHT PROCEDURES: - MOST RECENT AUDITED FINANCIAL STATEMENTS, IF APPLICABLE - MOST RECENT MANAGEMENT LETTER (OR A STATEMENT FROM THE AUDITOR ATTESTING THAT NO MANAGEMENT LETTER WAS ISSUED) - MOST RECENT IRS FORM 990, MATCHING AUDITED FINANCIAL STATEMENTS - CURRENT BOARD OF DIRECTORS ROSTER INCLUDING NAMES, AFFILIATIONS, LENGTHS OF SERVICE AND POSITIONS HELD - STAFF PROFILES AND/OR RESUMES OF THOSE WHO WILL BE DIRECTLY INVOLVED IN THE IMPLEMENTATION OF THE PROJECT - A BRIEF DESCRIPTION OF ANY PENDING LEGAL ACTION TO WHICH THE ORGANIZATION IS A PARTY OR A LETTER VALIDATING THAT THERE IS NO CURRENT LITIGATION IN WHICH THE ORGANIZATION IS INVOLVED. - STATEMENT VERIFYING THAT THE ORGANIZATION IS IN FULL COMPLIANCE WITH THE OFFICE OF FOREIGN ASSETS CONTROL (OFAC) COMPLIANCE POLICY, FEDERAL EQUAL EMPLOYMENT OPPORTUNITY POLICY, AND IN COMPLIANCE WITH LOCAL, STATE AND FEDERAL ANTI-DISCRIMINATION POLICIES. - 501(C)(3) DETERMINATION LETTER - ARTICLES OF INCORPORATION - ORGANIZATIONAL BY-LAWS IN ADDITION, APPLICANTS MAY SUBMIT THE FOLLOWING ATTACHMENTS IF THEY FEEL IT STRENGTHENS THE PROPOSAL AND/OR CLARIFIES THE INFORMATION: - LOGIC MODEL - STRATEGIC PLAN - BUSINESS PLAN - MEMORANDUMS OF UNDERSTANDING (MOUS) - INTERGOVERNMENTAL AGREEMENTS (IGAS) - LETTERS OF SUPPORT - ANNUAL REPORT- RECENT, RELEVANT PUBLICATIONS - PROPOSAL BUDGET WORKSHEET (PROVIDED TO HELIOS EDUCATION FOUNDATION FOR MULTI-YEAR GRANTS) FINANCIAL DOCUMENTS ARE ANALYZED FOR RISK AND APPROPRIATENESS BY THE SR VICE PRESIDENT OF PROGRAM ADMINISTRATION AND ORGANIZATIONAL LEARNING. DATA OUTSIDE OF THE NORM IS REFERRED TO THE FOUNDATION'S CHIEF FINANCIAL OFFICER; LIKEWISE, LEGAL DOCUMENTS ARE REVIEWED BY THE SR VICE PRESIDENT OF PROGRAM ADMINISTRATION AND ORGANIZATIONAL LEARNING AND REFERRED TO THE CHIEF OPERATING OFFICER FOR REVIEW AND FINAL DISPOSITION. 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 PROGRAM ADMINISTRATION STAFF, MONITORS GRANT COMPLIANCE AND PROACTIVELY ADDRESSES ANY GRANT EXCEPTIONS. 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 - PREPARING CHILDREN AGES 0-8 TO ENTER KINDERGARTEN READY TO SUCCEED 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 2415 E Camelback Rd 500 PHOENIX AZ 85016 942850977 REAL ESTATE AZ -1137540 0 HELIOS OLYMPUS PROPERTIES II LLC 2415 E Camelback Rd 500 PHOENIX AZ 85016 942850977 REAL ESTATE AZ -441792 25857750 HELIOS