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THE HELIX SCHOOL: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE HELIX SCHOOL (EIN 47-3699669)
Tax period
2015-03-16 to 2015-07-31
Filed
2016-06-15
IRS object ID
201631679349200318
Schema version
2015v2.1
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)
Return2016-06-15T12:20:54-05:00ReturnTs
Tax Period End2015-07-31TaxPeriodEndDt

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 FIRST STREET SUITE 208AddressLine1Txt
CityPETALUMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94952ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2015-03-16TaxPeriodBeginDt

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
Phone4155263822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14340 REDWOOD HWY STE F136AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94903ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARJORIE MCMORRISPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4155263822PhoneNum
Signature2016-06-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND POUNDSPreparerPersonNm
PTINP00459430PTIN
Phone7077629900PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website Addresswww.helixlearningcenter.comWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$181,016GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$95,571ContributionsGiftsGrantsEtcAmt
Program Service Revenue$85,445ProgramServiceRevenueAmt
Total Revenue$181,016TotalRevenueAmt
Salaries Other Comp Empl Bnft$47,832SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$22,736FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$10,216OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$788PrintingPublicationsPostageAmt
Other Expenses Total$30,326OtherExpensesTotalAmt
Total Expenses$111,898TotalExpensesAmt
Excess Or Deficit For Year$69,118ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$0NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$69,118NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$58,510EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$25,000EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$83,510EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$14,392EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$69,118EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE HELIX SCHOOL FOUNDATION'S MISSION IS TO PROVIDE EDUCATION AND TUTORING SERVICES TO CHILDREN WITH AUTISM SPECTRUM DISORDER.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE FOUNDATION PROVIDES EDUCATION AND TUTORING SERVICES TO CHILDREN WITH AUTISM SPECTRUM DISORDER, FOCUSING ON ONE-ON-ONE ACADEMIC SKILLS, SOCIAL BEHAVIORS AND LIFE SKILLS. THE FOUNDATION USES AND DISTRIBUTES ITS FUNDS TO OPERATE THE SCHOOL.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARJORIE MCMORRIS
PRESIDENT & DIRECTOR4.00$0$0$0
DONNA JAMES HARVEY
SECRETARY & DIRECTOR2.50$0$0$0
MINJA MOORE
TREASURER & DIRECTOR2.50$0$0$0
NICOLE HITCHCOCK
DIRECTOR2.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARJORIE MCMORRISBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14340 REDWOOD HWY STE F136AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94903ZIPCd
FieldValueIRS element (for citing)
Phone4155263822PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School OperatingYes (1)SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year$95,571CurrentTaxYearAmt
Total$95,571TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year$85,445CurrentTaxYearAmt
Total$85,445TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year$181,016CurrentTaxYearAmt
Total$181,016TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year$50,000CurrentTaxYearAmt
Total$50,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year$50,000CurrentTaxYearAmt
Total$50,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$131,016PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year$181,016CurrentTaxYearAmt
Total$181,016TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART III - LINE 14FormAndLineReferenceDesc
ExplanationThe Organization is filing an initial year return, as they began operations on March 16, 2015.ExplanationTxt

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 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 Sol0MaintainCpyOfAllSolInd
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 DOES NOT MAINTAIN DEMOGRAPHIC INFORMATION REGARDING ALL STAFF, FACULTY AND STUDENT BODY OR THE DEMOGRAPHIC MAKEUP OF FINANCIAL ASSITANCE PROGRAMS, AS THERE ARE NO SCHOLARSHIPS OFFERED AT THIS TIME. WE DO MAINTAIN COPIES OF ALL PUBLICATIONS THAT WE USE TO SOLICIT NEW STUDENTS AND WILL ADD OUR NONDISCRIMINATION POLICY TO DONOR SOLICITATIONS WHEN WE ENGAGE IN FUNDRAISING ACTIVITIES.
Schedule E, Part I, Line 7THE BOARD WILL BE VOTING TO FINALIZE OUT NONDISCRIMINATION POLICY IN JUNE 2016. 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 JUNE 2016, THE BOARD WILL BE VOTING ON OUR FINALIZED 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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: STAFF DEVELOPMENT . Amount: 8,061. Description: PROGRAM SUPPLIES . Amount: 4,885. Description: OFFICE . Amount: 7,079. Description: FEES AND PERMITS . Amount: 850. Description: PAYROLL TAXES AND OTHER FEES . Amount: 6,875. Description: DUES & SUBSCRIPTIONS . Amount: 411. Description: BANK FEES . Amount: 272. Description: RECRUITING. Amount: 792. Description: WEBSITE . Amount: 201. Description: CONFERENCES AND MEETINGS . Amount: 900. Total to Form 990-EZ, line 16: 30,326.
Form 990-EZ, Part II, Line 24 - Other AssetsDescription: ACCOUNTS RECEIVABLE . Beg. of Year Amount: 0. End of Year Amount: 25,000.
Form 990-EZ, Part II, Line 26 - Other LiabilitiesDescription: CREDIT CARD . Beg. of Year Amount: 0. End of Year Amount: 8,392. Description: TUITION DEPOSITS . Beg. of Year Amount: 0. End of Year Amount: 6,000.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationThe organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.DeclarationDesc

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