Helios Foundation Inc
- Assets
- $7.9m
- Revenue
- $961.0k
- Investments
- $7.8m
- Employees
- 0
- Location
- Neenah, WI
- Founding
- 11/1986
- Data as of
- 05/2022
- EIN
- 39-1532106
Organization Overview
Helios Foundation Inc is located in Neenah, WI. The organization was established in 1986. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helios Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 05/2022, Helios Foundation Inc generated $961.0k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 39.3% each year . All expenses for the organization totaled $843.3k during the year ending 05/2022. While expenses have increased by 24.2% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Helios Foundation Inc has awarded 144 individual grants totaling $1,245,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
NOT APPLICABLE
THE SOLE CHARITABLE ACTIVITY OF THIS ORGANIZATION IS THE MAKING OF CONTRIBUTIONS AND GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. NO DIRECT CHARITABLE ACTIVITIES ARE CONDUCTED.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Schaper Benz Wise Investment Cnsl Administrator | 5 | $88,158 | |
John Buchanan Director/president | 2 | $20,000 | |
Nancy Mcloughlin Director | 0 | $0 | |
Daniel Jacob Director | 0 | $0 | |
Pat Mcloughlin Director | 0 | $0 | |
Juliana Kelly Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $260,156 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $700,860 |
| Capital Gain Net Income | $700,860 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $961,016 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $108,158 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $12,888 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $229 |
| Total operating and administrative expenses | $123,277 |
| Contributions, gifts, grants paid | $720,000 |
| Total expenses and disbursements | $843,277 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $168,980 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $183,598 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $7,939,891 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Helios Foundation Inc has awarded $720,000 in support to 81 organizations.
| Grant Recipient | Amount |
|---|---|
San Diego, CA PURPOSE: CENTER FOR PROCESS STUDIES | $60,000 |
BOYS AND GIRLS HOME PURPOSE: NEW BUILDING | $25,000 |
Sioux City, IA PURPOSE: SCHOOL OF INTERPROFESSIONAL HEALTH | $25,000 |
PROJECT OCEANOLOGY PURPOSE: 50TH ANNIVERSARY | $25,000 |
Mystic, CT PURPOSE: LIBRARY PARK PROJECT | $25,000 |
Sioux City, IA PURPOSE: GENERAL SUPPORT | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Otto Bremer Trust St Paul, MN | $1,543,197,073 | $135,875,116 |
Fulk Family Foundation Inc Chicago, IL | $111,507,856 | $5,187,231 |
The Robert D And Patricia E Kern Family Foundation Inc Waukesha, WI | $717,991,169 | $43,480,423 |
Grainger Foundation Inc Lake Forest, IL | $184,158,239 | $17,016,007 |
Zell Family Foundation Chicago, IL | $0 | $76,843,080 |
The Richard M Schulze Family Foundation Minneapolis, MN | $250,424,427 | $45,882,285 |
Fred C And Katherine B Andersen Foundation Bayport, MN | $1,210,701,778 | $63,445,932 |
Abbvie Foundation North Chicago, IL | $72,211,109 | $4,010,058 |
Caterpillar Foundation Peoria, IL | $93,606,659 | $54,411,827 |
Circle Of Service Foundation Chicago, IL | $697,372,085 | $55,153,209 |
Allstate Foundation Northbrook, IL | $112,475,932 | $31,277,614 |
The Meijer Foundation Grand Rapids, MI | $118,103,895 | $43,970,388 |