2017-03-02T15:29:04-06:00 2016-07-31 941585562 PISENTI & BRINKER LLP 201 1ST STREET SUITE 208 PETALUMA CA 94952 990 2015-08-01 473699669 THE HELIX SCHOOL FOUNDATION HELI 4155695056 145 LOMITA DRIVE MILL VALLEY CA 94941 MARJORIE MCMORRIS DIRECTOR 4155695056 2017-02-13 1 RAYMOND POUNDS P00459430 7077629900 2015 2021-01-29 14:40:06Z X MARJORIE MCMORRIS 145 LOMITA DRIVE MILL VALLEY CA 94941 753182 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. 4 4 5 4 0 0 0 551993 0 201189 0 0 0 -332 0 752850 0 0 0 0 0 402706 0 0 13845 0 325397 0 728103 0 24747 83510 131103 14392 37238 69118 93865 THE HELIX SCHOOL FOUNDATION'S MISSION IS TO PROVIDE EDUCATION SERVICES TO CHILDREN WITH AUTISM SPECTRUM DISORDER. 0 0 512067 201189 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. 512067 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 1 0 CA X MARJORIE MCMORRIS 4155695062 145 LOMITA DRIVE MILL VALLEY CA 94941 MARJORIE MCMORRIS PRESIDENT/CHAIRMAN 3.00 X X 0 0 0 DONNA JAMES HARVEY SECRETARY 1.00 X X 0 0 0 MINJA MOORE TREASURER 1.00 X X 0 0 0 CHERYL MARKOWITZ JOINED 62016 BOARD MEMBER 1.00 X 44625 0 0 JOANNE SCHEINHOLTZ JOINED 616 BOARD MEMBER 1.00 X 0 0 0 ELIZABETH WELDON JOINED 62016 BOARD MEMBER 1.00 X 30615 0 0 KIM DONELLAN 62016 - 72016 BOARD MEMBER 1.00 X 99250 0 0 NICOLE HITCHCOCK LEFT 82015 BOARD MEMBER 1.00 X 0 0 0 174490 0 0 0 0 0 0 0 X 19960 532033 551993 SPECIAL EDUCATION 611600 201189 201189 201189 0 19960 332 -332 -332 752850 201189 0 -332 X 242178 159358 74307 8513 140433 105325 33704 1404 20095 14805 5089 201 12551 12551 19935 19935 182593 181330 1263 21236 1946 18156 1134 6676 6676 56095 25647 27883 2565 978 938 40 2440 2440 PROGRAM EXPENSES 22828 22718 82 28 OTHER MISC 65 65 728103 512067 202191 13845 58510 45980 25000 50100 22773 0 0 22773 0 12250 83510 131103 21000 14392 16238 14392 37238 X 0 0 0 0 69118 93865 69118 93865 83510 131103 24747 0 X 0 0 0 X 647564 647564 286634 286634 934198 934198 560918 560918 0 560918 560918 373280 934198 934198 X PART III - LINE 14 THE 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 E THE 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22773 22773 22773 SECURITY DEPOSIT 12250 12250 CREDIT CARD 5648 TUITION DEPOSITS 6000 HELIX PAYABLE 4590 16238 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 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 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. 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." AUTISM AWARENESS AUCTION 19960 19960 332 19960 19960 332 332 -332 FORM 990, PART VI, SECTION B, LINE 11 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 15B 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, 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 11G EDUCATIONAL 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. 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 1 0 0