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Helios Foundation Inc

  • Neenah, WI
  • Tax-exempt since Nov. 1986
  • EIN: 39-1532106

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$799k (2024)

Expenses
$1M (2024)

Total Assets
$7.62M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$798,556
Expenses
$1,004,571
Net Income
-$206,015
Net Assets
$7,615,218
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $271,471
34.0%
Sales of Assets $521,506
65.3%
Other Income $5,579
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $944,055
94.0%
Compensation of Officers* $100,110
10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,615,218
Total Liabilities $0
Net Assets $7,615,218
Compensation
Key Employees and Officers Compensation Other
Schaper Benz Wise Investment Cnsl (Administrator) $80,110 $0
John Buchanan (Director/President) $20,000 $0
Nancy Mcloughlin (Director) $0 $0
Pat Mcloughlin (Director) $0 $0
Daniel Jacob (Director) $0 $0
Juliana Kelly (Director) $0 $0
Christina Siddall (Director) $0 $0
Barbara Aalfs (Director) $0 $0
Ben Mcloughlin (Director) $0 $0
David Jacob (Director) $0 $0
Betsey Thomson (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$750,389
Expenses
$809,484
Net Income
-$59,095
Net Assets
$7,821,233
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $139,668
18.6%
Interest Revenue $0
Dividends $233,849
31.2%
Sales of Assets $370,949
49.4%
Other Income $5,923
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $741,965
91.7%
Compensation of Officers* $95,930
11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,821,233
Total Liabilities $0
Net Assets $7,821,233
Compensation
Key Employees and Officers Compensation Other
Schaper Benz Wise Investment Cnsl (Administrator) $75,930 $0
John Buchanan (Director/President) $20,000 $0
Nancy Mcloughlin (Director) $0 $0
Pat Mcloughlin (Director) $0 $0
Daniel Jacob (Director) $0 $0
Juliana Kelly (Director) $0 $0
Christina Siddall (Director) $0 $0
Barbara Aalfs (Director) $0 $0
Ben Mcloughlin (Director) $0 $0
David Jacob (Director) $0 $0
Betsey Thomson (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$961,016
Expenses
$843,277
Net Income
$117,739
Net Assets
$7,939,891
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $260,156
27.1%
Sales of Assets $700,860
72.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $778,079
92.3%
Compensation of Officers* $108,158
12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,939,891
Total Liabilities $0
Net Assets $7,939,891
Compensation
Key Employees and Officers Compensation Other
Schaper Benz Wise Investment Cnsl (Administrator) $88,158 $0
John Buchanan (Director/President) $20,000 $0
Nancy Mcloughlin (Director) $0 $0
Pat Mcloughlin (Director) $0 $0
Daniel Jacob (Director) $0 $0
Juliana Kelly (Director) $0 $0
Christina Siddall (Director) $0 $0
Barbara Aalfs (Director) $0 $0
Ben Mcloughlin (Director) $0 $0
David Jacob (Director) $0 $0
Betsey Thomson (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$705,626
Expenses
$626,347
Net Income
$79,279
Net Assets
$7,822,152
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $68,822
9.8%
Interest Revenue $0
Dividends $233,857
33.1%
Sales of Assets $402,947
57.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $577,134
92.1%
Compensation of Officers* $96,309
15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,822,152
Total Liabilities $0
Net Assets $7,822,152
Compensation
Key Employees and Officers Compensation Other
Schaper Benz Wise Investment Cnsl (Administrator) $76,309 $0
John Buchanan (Director/President) $20,000 $0
Nancy Mcloughlin (Director) $0 $0
Pat Mcloughlin (Director) $0 $0
Daniel Jacob (Director) $0 $0
Juliana Kelly (Director) $0 $0
Christina Siddall (Director) $0 $0
Barbara Aalfs (Director) $0 $0
Ben Mcloughlin (Director) $0 $0
David Jacob (Director) $0 $0
Betsey Thomson (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on March 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,224,428
Expenses
$629,532
Net Income
$594,896
Net Assets
$7,742,873
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $918,067
75.0%
Interest Revenue $0
Dividends $210,800
17.2%
Sales of Assets $95,561
7.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $562,351
89.3%
Compensation of Officers* $89,403
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,742,873
Total Liabilities $0
Net Assets $7,742,873

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2019

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$257,875
Expenses
$393,365
Net Income
-$135,490
Net Assets
$2,822,088
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,249
38.9%
Interest Revenue $0
Dividends $90,279
35.0%
Sales of Assets $67,347
26.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $366,391
93.1%
Compensation of Officers* $44,916
11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,822,088
Total Liabilities $0
Net Assets $2,822,088

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$255,128
Expenses
$353,960
Net Income
-$98,832
Net Assets
$2,957,578
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $95,223
37.3%
Sales of Assets $159,905
62.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $323,208
91.3%
Compensation of Officers* $40,833
11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,957,578
Total Liabilities $0
Net Assets $2,957,578

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$182,486
Expenses
$273,960
Net Income
-$91,474
Net Assets
$3,056,410
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $96,497
52.9%
Sales of Assets $85,989
47.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $232,981
85.0%
Compensation of Officers* $37,844
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,056,410
Total Liabilities $0
Net Assets $3,056,410
Compensation
Key Employees and Officers Compensation Other
Schaper Benz Wise Investment Cnsl (Administrator) $27,844 $0
John Buchanan (Director/President) $10,000 $0
Marjorie Kiewit (Director) $0 $0
Nancy Mcloughlin (Director) $0 $0
Pat Mcloughlin (Director) $0 $0
Daniel Jacob (Director) $0 $0
Juliana Kelly (Director) $0 $0
Christina Aalfs (Director) $0 $0
Barbara Aalfs (Director) $0 $0
Linda Jacob (Director) $0 $0
Ben Mcloughlin (Director) $0 $0
David Jacob (Director) $0 $0
Betsey Thomson (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$153,433
Expenses
$298,717
Net Income
-$145,284
Net Assets
$3,147,884
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $99,320
64.7%
Sales of Assets $54,113
35.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $264,351
88.5%
Compensation of Officers* $35,436
11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,147,884
Total Liabilities $0
Net Assets $3,147,884

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$159,041
Expenses
$282,417
Net Income
-$123,376
Net Assets
$3,288,168
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $113,581
71.4%
Sales of Assets $45,460
28.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $256,940
91.0%
Compensation of Officers* $30,865
10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,288,168
Total Liabilities $0
Net Assets $3,288,168

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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