Helias Foundation Incorporated
- Assets
- $21.2m
- Revenue
- $2.1m
- Investments
- $0.0
- Employees
- 3
- Location
- Jefferson City, MO
- Founding
- 04/1976
- Data as of
- 08/2021
- EIN
- 43-1064064
Organization Overview
Helias Foundation Incorporated is located in Jefferson City, MO. The organization was established in 1976. According to its NTEE Classification (B25) the organization is classified as: Secondary & High Schools, under the broad grouping of Education and related organizations. As of 08/2021, Helias Foundation Incorporated employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helias Foundation Incorporated 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 08/2021, Helias Foundation Incorporated generated $2.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (14.1%) each year. All expenses for the organization totaled $825.9k during the year ending 08/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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 CATHOLIC HIGH SCHOOL.
Describe the Organization's Program Activity:
FOUNDATION WAS ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO HELIAS CATHOLIC HIGH SCHOOL THROUGH AN ANNUAL FUND DRIVE, GOLF TOURNAMENT, AND VARIOUS OTHER ACTIVITIES. CONTRIBUTIONS ARE RECEIVED FROM BUSINESSES, ALUMNI, BEQUESTS, AND OTHER PERSONAL DONORS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael J Bruns Executive Director | Officer | 40 | $65,600 |
Shari Lepage Secretary | OfficerTrustee | 1 | $0 |
Doug Hennon President | OfficerTrustee | 1 | $0 |
Gina Clement Vice President | OfficerTrustee | 1 | $0 |
Chris Schneider Treasurer | OfficerTrustee | 1 | $0 |
Brian Zerr Treasurer (term Ended 12-31-20) | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $34,036 |
| Related organizations | $0 |
| Government grants | $40,276 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,211,979 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,286,291 |
| Total Program Service Revenue | $0 |
| Investment income | $292,183 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $468,830 |
| Net Income from Fundraising Events | $3,644 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,050,948 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $460,000 |
| Grants and other assistance to domestic individuals. | $13,400 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $83,569 |
| Compensation of current officers, directors, key employees. | $8,357 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $102,451 |
| Pension plan accruals and contributions | $1,422 |
| Other employee benefits | $8,613 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,395 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $59,584 |
| Fees for services: Other | $0 |
| Advertising and promotion | $11,919 |
| Office expenses | $5,619 |
| Information technology | $4,852 |
| Royalties | $0 |
| Occupancy | $11,093 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $12,743 |
| All other expenses | $9,608 |
| Total functional expenses | $825,887 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $170,987 |
| Savings and temporary cash investments | $1,573,339 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $19,344,441 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $100,575 |
| Total assets | $21,189,342 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $21,189,342 |
| Total liabilities and net assets/fund balances | $21,189,342 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Helias Foundation Incorporated has recieved totaling $76,850.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $56,850 |
Community Foundation Of Central Missouri Columbia, MO PURPOSE: EDUCATION | $20,000 |
Endowment Analysis
| Beg. Balance | $17,214,011 |
| Earnings | $3,564,946 |
| Net Contributions | $1,309,089 |
| Other Expense | $882,942 |
| Grants | $13,400 |
| Ending Balance | $21,191,704 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Baylor School Chattanooga, TN | $270,105,763 | $47,683,171 |
Concept Schools Inc Schaumburg, IL | $73,509,189 | $54,687,645 |
University Of Nashville Montgomery Bell Academy Nashville, TN | $303,405,415 | $41,667,135 |
Lake Forest Academy Lake Forest, IL | $113,447,241 | $34,795,522 |
E-Stem High Public Charter Schools Inc Little Rock, AR | $3,447,253 | $31,404,379 |
John Burroughs School St Louis, MO | $206,476,145 | $33,752,535 |
Perspectives Charter School Chicago, IL | $57,974,185 | $31,269,423 |
Battle Ground Academy Of Franklin Tennessee Franklin, TN | $62,773,782 | $25,765,415 |
Memphis University School Memphis, TN | $70,155,448 | $22,467,122 |
St Georges Independent School Collierville, TN | $59,834,340 | $20,730,211 |
Wichita Collegiate School Wichita, KS | $29,920,797 | $19,193,886 |
Wheaton Academy West Chicago, IL | $41,216,883 | $18,989,425 |