2018-03-06T18:18:35-06:00 2017-07-31 941585562 PISENTI & BRINKER LLP 201 1ST STREET SUITE 208 PETALUMA CA 94952 990 2016-08-01 473699669 THE HELIX SCHOOL FOUNDATION HELI 4155695056 PO BOX 986 MILL VALLEY CA 94942 MARJORIE MCMORRIS DIRECTOR 4155695056 2018-02-15 1 RAYMOND POUNDS P00459430 7077629900 50.196.154.29 2018-02-15 15:42:44 PS P D56FC427D3CBDA84F1415B7845D6B162EFF2CEAB D4B79257BE0E8D7C0FDD56AD352372C23D3761C8 2016 2021-01-29 14:40:06Z MARJORIE MCMORRIS PO BOX 986 MILL VALLEY CA 94942 900172 0 X WWW.THEHELIXSCHOOL.ORG X 2015 CA THE HELIX SCHOOL FOUNDATION'S MISSION IS TO PROVIDE EDUCATION SERVICES TO CHILDREN WITH AUTISM SPECTRUM DISORDER. 3 3 9 3 0 0 551993 582352 201189 317816 0 4 -332 -606 752850 899566 0 0 0 0 402706 577093 0 0 53349 325397 529702 728103 1106795 24747 -207229 131103 320798 37238 434162 93865 -113364 THE HELIX SCHOOL FOUNDATION'S MISSION IS TO PROVIDE EDUCATION SERVICES TO CHILDREN WITH AUTISM SPECTRUM DISORDER. 0 0 688755 309996 THE FOUNDATION OFFERS AN INDIVIDUALIZED INTEGRATED CURRICULUM THAT INCLUDES SPEECH AND LANGUAGE, SOCIAL-EMOTIONAL, SENSORY-MOTOR, LIFE SKILLS, MATH, LANGUAGE ARTS, SCIENCE, SOCIAL STUDIES, ART, AND BEHAVIORAL GOALS, AND/OR ACTIVITIES. THE FOUNDATION USES AND DISTRIBUTES ITS FUNDS TO OPERATE THE SCHOOL. 7790 7820 THE 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. 696545 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X MARJORIE MCMORRIS 4155695062 PO BOX 986 MILL VALLEY CA 94942 MARJORIE MCMORRIS PRESIDENT/CHAIRMAN 3.00 X X 0 0 0 DONNA JAMES HARVEYLEFT 122016 SECRETARY 1.00 X X 0 0 0 MINJA MOORE TREASURER 1.00 X X 0 0 0 CHERYL MARKOWITZ LEFT 122016 NONVOTING BOARD MEMBER 1.00 X 26775 0 0 JOANNE SCHEINHOLTZ NONVOTING BOARD MEMBER 1.00 X 108966 0 0 ELIZABETH WELDON NONVOTING BOARD MEMBER 1.00 X 84167 0 0 SHAUNDRA BASON 32017-62017 BOARD MEMBER 1.00 X 0 0 0 CHUCK MILLS JOINED 32017 BOARD MEMBER 1.00 X 0 0 0 219908 0 0 1 0 0 0 BILL HITCHCOCK PO BOX 737 SAUSALITIO CA 94966 CONTRACTOR FOR NEW BUILD 171145 1 X 11525 570827 582352 SPECIAL EDUCATION 611600 309996 309996 SPEAKER SERIES 611430 7820 7820 317816 4 4 0 11525 606 -606 -606 899566 317816 0 -602 X 234077 96655 110588 26834 302782 223473 79309 529 529 39705 23676 14044 1985 33218 33218 10666 10666 236691 212736 15189 8766 373 373 34515 2315 30824 1376 11330 11330 135071 94550 27014 13507 12684 7358 5326 3933 3933 7782 5448 1556 778 12993 12890 103 PROGRAM EXPENSES 30194 30194 OTHER MISC 252 140 112 1106795 696545 356901 53349 45980 57910 50100 52307 206113 7782 22773 198331 12250 12250 131103 320798 21000 21000 400000 16238 13162 37238 434162 X 0 0 0 0 93865 -113364 93865 -113364 131103 320798 -207229 0 X 0 0 0 X 647564 582352 1229916 286634 317816 604450 934198 900168 1834366 560918 514517 1075435 0 560918 514517 1075435 758931 4 4 4 4 934198 900172 1834370 X PART III, SECTION A & SECTION B, COLUMN D THE AMOUNTS IN COLUMN D 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 202809 7479 195330 3304 303 3001 198331 CREDIT CARD 7162 TUITION DEPOSITS 6000 13162 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE E, PART I, LINE 3 THE HELIX SCHOOL DOES NOT HAVE A SOLICITATION OR REGISTRATION PERIOD AS ENROLLMENT IS ONGOING DURING THE YEAR. THE ORGANIZATION DOES REPORT ALL NONDISCRIMINITORY POLICIES ON SCHOOL APPLICATIONS, OUR WEBSITE AND BROCHURES THAT WE USE TO SOLICIT NEW STUDENTS THROUGHOUT THE YEAR. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION MAINTAINS DEMOGRAPHIC INFORMATION REGARDING ALL STAFF AND FACULTY. DEMOGRAPHIC INFORMATION OF THE STUDENT BODY IS NOT MAINTAINED. FINANCIAL ASSITANCE 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 E, PART I, LINE 7 THE BOARD WILL BE CONSIDERING A NONDISCRIMINATION POLICY AT THE MARCH 2018 BOARD MEETING. THE FINALIZED POLICY WILL INCLUDE: UPDATED BYLAWS TO INCLUDE OUR RACIAL NONDISCRIMINATION POLICY AND AN ACTION PLAN FOR PUBLIC NOTIFICATION OF OUR NONDISCRIMINATION POLICY TO THE CONSTITUENTS WE SOLICIT FOR ENROLLMENT. PART I THE HELIX SCHOOL IS A NON-PROFIT SCHOOL, LOCATED IN MARIN COUNTY THAT SERVES CHILDREN ON THE AUTISM SPECTRUM. HELIX'S MISSION IS TO PROVIDE QUALITY, FULLY INDIVIDUALIZED EDUCATION, TAILORED TO THE CHILD'S UNIQUE LEARNING STYLE. HELIX BECAME A NON PROFIT IN MARCH OF 2015. WE ARE STILL A RELATIVELY NEW SCHOOL. WE ARE IN THE PROCESS OF FINALIZING OUR NONDISCRIMINATION POLICY. CURRENTLY, WE INCLUDE A NONDISCRIMINATORY POLICY ON OUR WEBSITE, STUDENT APPLICATION, EMPLOYEE HANDBOOK AND BROCHURES. THE FOLLOWING NONDISCRIMINATORY POLICY APPEARS IN BUT IS NOT LIMITED TO, OUR WEBSITE, BROCHURES, ENROLLMENT APPLICATIONS: "THE HELIX SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, MARITAL STATUS, GENDER, AGE, AND NATIONAL OR ETHNIC ORIGIN AND GRANTS TO THEM ALL THE PRIVILEGES, PROGRAMS, AND ACTIVITIES MADE AVAILABLE AT THE SCHOOL." THE HELIX SCHOOL DOES NOT DISCRIMINATE IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, FINANCIAL ASSISTANCE, AND OTHER SCHOOL ADMINISTERED PROGRAMS. THE FOLLOWING LANGUAGE IS ON OUR EMPLOYMENT APPLICATION FORM AND WILL BE ADDED TO THE EMPLOYEE HANDBOOK: "THE HELIX SCHOOL IS AN EQUAL OPPORTUNITY EMPLOYER, AND DOES NOT DISCRIMIATE ON THE BASIS OF RACE, COLOR, RELIGION, GENDER, GENDER IDENTITY, NATIONAL ORIGIN, AGE, MILITARY SERVICE ELIGIBILITY, VETERANS STATUS, SEXUAL ORIENTATION, MARITAL STATUS, DISABILITY OR ANY OTHER CHARACTERISTIC PROTECTED BY FEDERAL, STATE OR LOCAL LAW." AUTISM AWARENESS AUCTION 11525 11525 107 499 11525 11525 107 499 606 -606 MARJORIE MCMORRIS FOUNDER/BOARD CHAIR GENERAL OPERATING AND RENOVATION EXPENSES X 400000 400000 0 1 1 400000 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY DURING THE BOARD OF DIRECTORS' MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE 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 18 THE 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 19 THE PUBLIC MAY CONTACT HELIX'S MAIN OFFICE AND REQUEST COPIES OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS. FORM 990 PART VIII SECTION A CHERYL MARKOWITZ, JOANNE SCHEINHOLTZ, AND ELIZABETH WELDON ARE NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS. ALL COMPENSATION LISTED IN PART VIII FOR THESE MEMBERS IS FOR THEIR SERVICES PROVIDED AS EITHER EMPLOYEES OF THE ORGANIZATION OR INDEPENDENT CONTRACTORS PROVIDING EDUCATIONAL SERVICES TO THE ORGANIZATION, NOT FOR THEIR ROLE AS BOARD MEMBERS. FORM 990, PART IX, LINE 11G EDUCATIONAL CONSULTANTS: PROGRAM SERVICE EXPENSES 212,596. MANAGEMENT AND GENERAL EXPENSES 10,375. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 222,971. OTHER: PROGRAM SERVICE EXPENSES 140. MANAGEMENT AND GENERAL EXPENSES 4,814. FUNDRAISING EXPENSES 8,766. TOTAL EXPENSES 13,720. MONTEREY PINES MANAGEMENT LLC 5 HIGH MEADOW LN TIBURON CA 94920 455084708 INVESTMENT SERVICES CA N/A N/A 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0