HELIAS FOUNDATION INCORPORATED: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HELIAS FOUNDATION INCORPORATED (EIN 43-1064064)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-04-08
- IRS object ID
- 201340989349300004
- Schema version
- 2011v1.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-08T08:28:56-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431126847 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS-KEEPERS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 WEST BROADWAY SUITE 100 | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431064064 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELIAS FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HELI | NameControl |
| Phone | 5736353808 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 694 | AddressLine1 |
| City | JEFFERSON CITY | City |
| State | MO | State |
| ZIP Code | 651020694 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORELEI RILEY SCHWARTZ | Name |
| Title | TREASURER | Title |
| Phone | 5737617157 | Phone |
| Date Signed | 2013-04-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBRA K MATHES | Name |
| PTIN | P00048945 | PTIN |
| Phone | 5734426171 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DEBORA SNYDER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 694 | AddressLine1 |
| City | JEFFERSON CITY | City |
| State | MO | State |
| ZIP Code | 65102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2778485 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HELIASFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | TO SECURE PRIVATE GIFT SUPPORT, TO INVEST AND DISBURSE THE FUNDS IN ITS CARE, AND TO SUPPLEMENT AND SUPPORT THE MISSION OF THE SCHOOL. THE FOUNDATION'S ROLE ALSO INCLUDES SUPPORT OF GENERAL OPERATIONS, CAPITAL IMPROVEMENTS, AND CONTINUAL GROWTH OF AN ENDOWMENT FUND. IN ALL ITS POLICIES AND OPERATIONS, THE FOUNDATION IS GUIDED BY THE GREATER GOOD OF HELIAS HIGH SCHOOL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 10000 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 407595 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 436886 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 33475 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 236337 | InvestmentIncomePriorYear |
| Investment Income Current Year | 229077 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 51792 | OtherRevenuePriorYear |
| Other Revenue Current Year | 86242 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 702724 | TotalRevenuePriorYear |
| Total Revenue Current Year | 785680 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 160154 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 162496 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 75752 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 237750 | OtherExpensePriorYear |
| Other Expenses Current Year | 257167 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 397904 | TotalExpensesPriorYear |
| Total Expenses Current Year | 419663 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 304820 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 366017 | RevenuesLessExpensesCY |
| Total Assets BOY | 5382083 | TotalAssetsBOY |
| Total Assets EOY | 5943974 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5382083 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5943974 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SECURE PRIVATE GIFT SUPPORT, TO INVEST AND DISBURSE THE FUNDS IN ITS CARE, AND TO SUPPLEMENT AND SUPPORT THE MISSION OF THE SCHOOL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 254982 | Expense |
| Grants | 162496 | Grants |
| Revenue | 23475 | Revenue |
| Description | FOUNDATION WAS ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO HELIAS HIGH SCHOOL THROUGH AN ANNUAL FUND DRIVE, GOLF TOURNAMENT, AND VARIOUS OTHER ACTIVITIES. CONTRIBUTIONS ARE RECEIVED FROM BUSINESSES, ALUMNI, BEQUESTS, AND OTHER PERSONAL DONORS. | Description |
| Total Program Service Expense | 254982 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARTI DUPUIS | NamePerson |
| Telephone Number | 5736353808 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 SWITFTS HWY | AddressLine1 |
| City | JEFFERSON CITY | City |
| State | MO | State |
| ZIP Code | 65109 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CRAIG LAMMERS | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| SHERRY MARIEA | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| DOUG BAX | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DEBBIE SNYDER | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| ROGER DUDENHOEFFER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN SHEEHAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRAD ROARK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANN WARREN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ED TWEHOUS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LYNN STRUEMPH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DORIS CARROLL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KURT SCHENEWERK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DENISE CONVERY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MCDONALD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TOM KREMER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DANA FRESE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL WILSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROB SACHSE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARTI DUPUIS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 43549 | 0 | 15716 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 43549 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 15716 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 436886 | AllOtherContributions |
| Total Contributions | 436886 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| GRANDPARENTS LUNCHEON | 900099 | 10155 | 10155 | |
| ADVERTISING INCOME | 541800 | 10000 | 10000 | |
| HALL OF FAME | 900099 | 9148 | 9148 | |
| OTHER EVENTS | 900099 | 4172 | 4172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 33475 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104589 | TotalRevenueColumn |
| Exclusion | $104,589 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2064217 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1939729 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 124488 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 124488 | TotalRevenueColumn |
| Exclusion | $124,488 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 123812 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 48726 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75086 | TotalRevenueColumn |
| Exclusion | $75,086 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 13825 | GrossIncomeGaming |
| Gaming Direct Expenses | 4350 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9475 | TotalRevenueColumn |
| Exclusion | $9,475 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1681 | TotalRevenueColumn |
| Exclusion | $1,681 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1681 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 785680 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23475 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10000 | UnrelatedBusinessRevenue |
| Exclusion | $315,319 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136996 | Total |
| Program Services | 136996 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25500 | Total |
| Program Services | 25500 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159609 | Total |
| Program Services | 71824 | ProgramServices |
| Management And General | 15961 | ManagementAndGeneral |
| Fundraising | 71824 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3754 | Total |
| Management And General | 3754 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22453 | Total |
| Management And General | 22453 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2049 | Total |
| Management And General | 407 | ManagementAndGeneral |
| Fundraising | 1642 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 778 | Total |
| Management And General | 778 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2451 | Total |
| Management And General | 165 | ManagementAndGeneral |
| Fundraising | 2286 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1996 | Total |
| Management And General | 1996 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| NEWSLETTER EXPENSE | 21027 | 21027 | |
| POSTAGE AND PRINTING | 12580 | 12580 | |
| GRANDPARENTS LUCHEON | 9231 | 9231 | |
| HALL OF FAME | 7508 | 7508 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13731 | Total |
| Program Services | 3923 | ProgramServices |
| Management And General | 9808 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419663 | Total |
| Program Services | 254982 | ProgramServices |
| Management And General | 88929 | ManagementAndGeneral |
| Fundraising | 75752 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260863 | BOY |
| EOY | 279735 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 993882 | BOY |
| EOY | 940080 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 22391 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5852 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18825 | BOY |
| EOY | 16539 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4108348 | BOY |
| EOY | 4707620 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5382083 | BOY |
| EOY | 5943974 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5382083 | BOY |
| EOY | 5943974 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5382083 | BOY |
| EOY | 5943974 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5382083 | BOY |
| EOY | 5943974 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 366017 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 195874 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 325904 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 679873 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 472464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 407595 | CurrentTaxYearMinus1Year |
| Current Tax Year | 436886 | CurrentTaxYear |
| Total | 2322722 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 325904 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 679873 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 472464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 407595 | CurrentTaxYearMinus1Year |
| Current Tax Year | 436886 | CurrentTaxYear |
| Total | 2322722 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 490015 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1832707 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 182510 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 149236 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110308 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 121597 | CurrentTaxYearMinus1Year |
| Current Tax Year | 104589 | CurrentTaxYear |
| Total | 668240 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1968 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1520 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 281 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1681 | CurrentTaxYear |
| Total | 5450 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2996412 | TotalSupport |
| Gross Receipts From Admissions Etc | 608383 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.61160 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79560 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3595482 | BeginningOfYearBalance |
| Contributions | 2397698 | Contributions |
| Investment Earnings Or Losses | 424951 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 162496 | GrantsOrScholarships |
| Other Expenditures | 311661 | OtherExpenditures |
| End Of Year Balance | 5943974 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3300230 | BeginningOfYearBalance |
| Contributions | 50000 | Contributions |
| Investment Earnings Or Losses | 278801 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 22700 | GrantsOrScholarships |
| Administrative Expenses | 10849 | AdministrativeExpenses |
| End Of Year Balance | 3595482 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2996562 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 318935 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15267 | GrantsOrScholarships |
| End Of Year Balance | 3300230 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3187129 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -173567 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17000 | GrantsOrScholarships |
| End Of Year Balance | 2996562 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.92140 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.07860 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22391 | OtherCostOrOtherBasis |
| Depreciation | 5852 | Depreciation |
| Book Value | 16539 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16539 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THERE ARE THREE ENDOWMENT FUNDS. ONE IS A QUASI FUND USED TO PROVIDE A PERMANENT SOURCE OF INCOME FOR THE ORGANIZATION, WHILE THE OTHER TWO ARE PERMANENT FUNDS WHICH ARE RESTRICTED FOR SCHOLARSHIPS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 108992 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 108992 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 13772 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 1693 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 18396 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 4725 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 1780 | OtherDirectExpensesEvent1 |
| Name Of Event2 | KENTUCKY DERBY EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 11670 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 11670 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 6527 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 3150 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 3150 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 791 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 250 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 792 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 123812 | GrossReceiptsTotal |
| Gross Revenue Total Events | 123812 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 13772 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 1693 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 18396 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5516 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 250 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 9099 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 48726 | DirectExpenseSummaryEvents |
| Net Income Summary | 75086 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELIAS HIGH SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 440609075 | EINOfRecipient |
| Amount Of Cash Grant | 136996 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 15 | NumberOfRecipients |
| Amount Of Cash Grant | 25500 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: HELIAS HIGH SCHOOL CONDUCTS THE SELECTION PROCESS TO DETERMINE QUALIFIED RECIPIENTS OF THE SCHOLARSHIPS AND HELIAS FOUNDATION PROVIDES FUNDING FOR THE SCHOLARSHIPS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARTI DUPUIS | NamePerson |
| Base Compensation Filing Org | 43549 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 2780 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 12936 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 59265 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | THE EXECUTIVE DIRECTOR'S SALARY IS PAID BY HELIAS HIGH SCHOOL. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS MAY ELECT THE OFFICERS IN THE ORGANIZATION INCLUDING THE PRESIDENT, VICE PRESIDENT, SECRETARY, AND TREASURER. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS APPROVES DECISIONS BY A MAJORITY VOTE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TREASURER REVIEWS THE 990 BEFORE IT IS FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT OF HELIAS HIGH SCHOOL DETERMINES THE SALARY FOR THE EXECUTIVE DIRECTOR AND OTHER EMPLOYEES. THIS PROCESS WAS LAST REVIEWED IN 2007. | |
| FORM 990, PART VI, SECTION C, LINE 19 | HISTORY, MISSION, AND BOARD MEMBERS ARE AVAILABLE ON THE WEBSITE. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 195,874. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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