BETA

THE HELIX SCHOOL: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE HELIX SCHOOL (EIN 47-3699669)
Tax period
2015-08-01 to 2016-07-31
Filed
2017-03-02
IRS object ID
201730619349300638
Schema version
2015v3.0
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)
Return2017-03-02T15:29:04-06:00ReturnTs
Tax Period End2016-07-31TaxPeriodEndDt

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 Begin2015-08-01TaxPeriodBeginDt

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 Line1145 LOMITA DRIVEAddressLine1Txt
CityMILL VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARJORIE MCMORRISPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4155695056PhoneNum
Signature2017-02-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND POUNDSPreparerPersonNm
PTINP00459430PTIN
Phone7077629900PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerMARJORIE MCMORRISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1145 LOMITA DRIVEAddressLine1Txt
CityMILL VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$753,182GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THEHELIXSCHOOL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE HELIX SCHOOL FOUNDATION'S MISSION IS TO PROVIDE EDUCATION SERVICES TO CHILDREN WITH AUTISM SPECTRUM DISORDER.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$551,993CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$201,189CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue-$332CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$752,850CYTotalRevenueAmt
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$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$402,706CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,845CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$325,397CYOtherExpensesAmt
PY Total Expenses$0PYTotalExpensesAmt
CY Total Expenses$728,103CYTotalExpensesAmt
PY Revenues Less Expenses$0PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$24,747CYRevenuesLessExpensesAmt
Total Assets BOY$83,510TotalAssetsBOYAmt
Total Assets EOY$131,103TotalAssetsEOYAmt
Total Liabilities BOY$14,392TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,238TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$69,118NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$93,865NetAssetsOrFundBalancesEOYAmt
MissionTHE HELIX SCHOOL FOUNDATION'S MISSION IS TO PROVIDE EDUCATION SERVICES TO CHILDREN WITH AUTISM SPECTRUM DISORDER.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$512,067ExpenseAmt
Revenue$201,189RevenueAmt
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
Total Program Service Expenses$512,067TotalProgramServiceExpensesAmt
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 AssetsYes (1)ReportOtherAssetsInd
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 ActivitiesYes (1)FundraisingActivitiesInd
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 Outstanding0LoanOutstandingInd
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 EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5EmployeeCnt
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 Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
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 Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
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 Line1145 LOMITA DRIVEAddressLine1Txt
CityMILL VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARJORIE MCMORRIS
PRESIDENT/CHAIRMAN3.00Yes (X)Yes (X)$0$0$0
DONNA JAMES HARVEY
SECRETARY1.00Yes (X)Yes (X)$0$0$0
MINJA MOORE
TREASURER1.00Yes (X)Yes (X)$0$0$0
CHERYL MARKOWITZ JOINED 62016
BOARD MEMBER1.00Yes (X)$44,625$0$0
JOANNE SCHEINHOLTZ JOINED 616
BOARD MEMBER1.00Yes (X)$0$0$0
ELIZABETH WELDON JOINED 62016
BOARD MEMBER1.00Yes (X)$30,615$0$0
KIM DONELLAN 62016 - 72016
BOARD MEMBER1.00Yes (X)$99,250$0$0
NICOLE HITCHCOCK LEFT 82015
BOARD MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$174,490TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$19,960FundraisingAmt
All Other Contributions$532,033AllOtherContributionsAmt
Total Contributions$551,993TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSPECIAL EDUCATIONDesc
Business611600BusinessCd
Total Revenue Column$201,189TotalRevenueColumnAmt
Related Or Exempt Func Income$201,189RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$201,189TotalProgramServiceRevenueAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$19,960ContriRptFundraisingEventAmt
Fundraising Direct Expenses$332FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$332TotalRevenueColumnAmt
Exclusion-$332ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$752,850TotalRevenueColumnAmt
Related Or Exempt Func Income$201,189RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$332ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$242,178TotalAmt
Program Services$159,358ProgramServicesAmt
Management And General$74,307ManagementAndGeneralAmt
Fundraising$8,513FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$140,433TotalAmt
Program Services$105,325ProgramServicesAmt
Management And General$33,704ManagementAndGeneralAmt
Fundraising$1,404FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$20,095TotalAmt
Program Services$14,805ProgramServicesAmt
Management And General$5,089ManagementAndGeneralAmt
Fundraising$201FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12,551TotalAmt
Management And General$12,551ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,935TotalAmt
Management And General$19,935ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$182,593TotalAmt
Program Services$181,330ProgramServicesAmt
Management And General$1,263ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,236TotalAmt
Program Services$1,946ProgramServicesAmt
Management And General$18,156ManagementAndGeneralAmt
Fundraising$1,134FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,676TotalAmt
Management And General$6,676ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$56,095TotalAmt
Program Services$25,647ProgramServicesAmt
Management And General$27,883ManagementAndGeneralAmt
Fundraising$2,565FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$978TotalAmt
Program Services$938ProgramServicesAmt
Management And General$40ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,440TotalAmt
Management And General$2,440ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$22,828$22,718$82$28
OTHER MISC$65$65

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$728,103TotalAmt
Program Services$512,067ProgramServicesAmt
Management And General$202,191ManagementAndGeneralAmt
Fundraising$13,845FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$58,510BOYAmt
EOY$45,980EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,000BOYAmt
EOY$50,100EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$22,773LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$22,773EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,250EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$83,510BOYAmt
EOY$131,103EOYAmt

Deferred Revenue DeferredRevenueGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,392BOYAmt
EOY$16,238EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,392BOYAmt
EOY$37,238EOYAmt
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$69,118BOYAmt
EOY$93,865EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,118BOYAmt
EOY$93,865EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$83,510BOYAmt
EOY$131,103EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$24,747ReconcilationRevenueExpnssAmt
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$647,564CurrentTaxYearAmt
Total$647,564TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year$286,634CurrentTaxYearAmt
Total$286,634TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year$934,198CurrentTaxYearAmt
Total$934,198TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year$560,918CurrentTaxYearAmt
Total$560,918TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year$560,918CurrentTaxYearAmt
Total$560,918TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$373,280PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year$934,198CurrentTaxYearAmt
Total$934,198TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III - LINE 14THE ORGANIZATION IS FILING A SECOND 2015 RETURN FOR THE PERIOD FROM AUGUST 1, 2015 TO JULY 31, 2016. THE REASON FOR THE SECOND RETURN IS DUE TO THE FILING OF A SHORT PERIOD RETURN FROM THE DATE THEY BEGAN OPERATIONS ON MARCH 16, 2015 TO JULY 31, 2015.
PART III, SECTION A & SECTION B, COLUMN ETHE AMOUNTS IN COLUMN E INCLUDE THE SHORT PERIOD OF MARCH 16, 2015 TO JULY 31, 2015 AS WELL AS THE CURRENT PERIOD OF AUGUST 1, 2015 TO JULY 31, 2016.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,773OtherCostOrOtherBasisAmt
Book Value$22,773BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$22,773TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITDesc
Book Value$12,250BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$12,250TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CREDIT CARD$5,648
TUITION DEPOSITS$6,000
HELIX PAYABLE$4,590
FieldValueIRS element (for citing)
Total Liability$16,238TotalLiabilityAmt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt0NondiscriminatoryPolicyStmtInd
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 Proc75500ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (4 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 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 7THE BOARD WILL BE CONSIDERING A NONDISCRIMINATION POLICY AT THE MARCH 2017 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 ITHE 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. AT OUR NEXT BOARD MEETING IN MARCH 2017, THE BOARD WILL BE CONSIDERING A NONDISCRIMINATORY POLICY. 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, 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 DISCRITMINATE 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 IN THE 2016-17 EMPLOYEE HANDBOOK: "THE HELIX SCHOOL IS AN EQUAL OPPORTUNITY EMPLOYER, AND DOES NOT DISCRIMIATE ON THE BASIS OF RACE, COLOR, RELIGION, GENDER, NATIONAL ORIGIN, AGE, MILITARY SERVICE ELIGIBILITY, VETERANS STATUS, SEXUAL ORIENTATION, MARITAL STATUS, DISABILITY OR ANY OTHER CHARACTERISTIC PROTECTED BY FEDERAL, STATE OR LOCAL LAW."

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AUTISM AWARENESS AUCTIONEvent1Nm
Gross Receipts Event1$19,960GrossReceiptsEvent1Amt
Charitable Contri Event1$19,960CharitableContriEvent1Amt
Other Direct Expenses Event1$332OtherDirectExpensesEvent1Amt
Gross Receipts Total$19,960GrossReceiptsTotalAmt
Charitable Contributions Tot$19,960CharitableContributionsTotAmt
Oth Direct Expnss Total Events$332OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$332DirectExpenseSummaryEventsAmt
Net Income Summary-$332NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE 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 15BTHE 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 VIII SECTION ACHERYL MARKOWITZ, JOANNE SCHEINHOLTZ, ELIZABETH WELDON AND KIM DONELLAN 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 11GEDUCATIONAL CONSULTANTS: PROGRAM SERVICE EXPENSES 180,861. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180,861. OTHER: PROGRAM SERVICE EXPENSES 469. MANAGEMENT AND GENERAL EXPENSES 1,263. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,732.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MONTEREY PINES MANAGEMENT LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 HIGH MEADOW LNAddressLine1Txt
CityTIBURONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd
FieldValueIRS element (for citing)
EIN455084708EIN
Primary ActivitiesINVESTMENT SERVICESPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Predominant Income TypeN/APredominantIncomeTypeTxt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing PartnerYes (1)GeneralOrManagingPartnerInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.