Helios Education Foundation

Phoenix, AZ
Tax-exempt since Feb. 1983
EIN: 94-2850977

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)3 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.

Category: Public, Society Benefit — Multipurpose and Other / Financial Institutions, Services (Non-Government Related) (NTEE)

Donations to this organization are tax deductible.

Details

According to its Sept. 2023 tax filing, this nonprofit:

Provided first-class or charter travel

Organization provided first-class or charter travel to key employees or officers. Details are reported on Schedule J.

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

−$12.7M (2023)

Expenses

$36.9M (2023)

Total Assets

$741M (2023)

Total Liabilities

$30.5M (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Sept.
2023

Revenue

-$12,696,190

Expenses

$36,928,499

Net Income

-$49,624,689

Net Assets

$710,456,898

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$13,830,758
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$26,526,948
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,516,682	9.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,550,811	6.9%

Assets/Debt
Total Assets	$740,953,286
Total Liabilities	$30,496,388
Net Assets	$710,456,898

Provided first-class or charter travel

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Luna (President And Ceo)	$583,517	$0	$78,086
Barbara Ryan Thompson (Executive Vice President & Coo)	$429,758	$0	$66,675
Michael Chesin (Senior Vice President & Cfo)	$342,356	$0	$76,940
Vincent Roig (Chairman)	$307,163	$0	$35,841
Paul Perrault (Svp Community Impact & Learning)	$232,262	$0	$84,690
Vince Yanez (Svp Az Community Engagement)	$231,628	$0	$85,675
Charles Hokanson (Svp Fl Community Engagement)	$226,083	$0	$48,300
Janice Palmer (Svp Government Affairs & Public Policy)	$224,891	$0	$48,356
Tina Denicole (Vp Finance And Administration)	$182,693	$0	$35,638
Braulio Colon (Vp Fl Student Success Initiatives)	$181,881	$0	$60,497
Grace Maseda (Vp Communications Fl)	$144,031	$0	$55,075
Julie Norwood (Vp Grants And Project Management)	$134,729	$0	$40,129
Zachary Fontes (Director Of Technology)	$133,073	$0	$49,488
Jane Roig (Vice Chair)	$86,360	$0	$0
Tom Herndon (Director)	$70,163	$0	$0
Vada Manager (Director & Treasurer)	$66,240	$0	$0
Ioanna Morfessis (Director)	$65,360	$0	$0
Mark Fernandez (Director)	$64,443	$0	$0
Don Aripoli (Director)	$61,543	$0	$0
Maria Sastre (Director)	$60,698	$0	$0
Steven Wheeler (Director & Secretary)	$54,569	$0	$0
James Swanson (Director)	$42,527	$0	$0
Larry Rice (Director)	$37,257	$0	$0
Chevy Humphrey (Director)	$25,527	$0	$0

+ View more people

990

Filed on Feb. 1, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2022

Revenue

$21,760,037

Expenses

$39,411,328

Net Income

-$17,651,291

Net Assets

$665,887,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$9,337,406	42.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$12,422,631	57.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,112,063	7.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,676,785	6.8%

Assets/Debt
Total Assets	$702,121,235
Total Liabilities	$36,233,625
Net Assets	$665,887,610

Provided first-class or charter travel

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Luna (President And Ceo)	$562,688	$0	$88,549
Barbara Ryan Thompson (Executive Vice President & Coo)	$406,548	$0	$57,925
Michael Chesin (Senior Vice President & Cfo)	$325,106	$0	$64,237
Vincent Roig (Chairman)	$296,756	$0	$34,446
Vince Yanez (Svp Az Community Engagement)	$236,430	$0	$63,245
Charles Hokanson (Svp Fl Community Engagement)	$233,164	$0	$42,288
Janice Palmer (Svp Government Affairs & Public Policy)	$213,160	$0	$40,027
Paul Perrault (Svp Community Impact & Learning)	$199,803	$0	$75,334
Braulio Colon (Vp Fl Student Success Initiatives)	$183,762	$0	$56,572
Tina Denicole (Vp Finance And Administration)	$169,059	$0	$29,766
Grace Mesada (Vp Communications Fl)	$138,383	$0	$51,431
Rebecca Lindgren (Vp Communications Az)	$133,543	$0	$37,758
Julie Norwood (Vp Grants And Project Management)	$125,270	$0	$35,723
Jane Roig (Vice Chair)	$80,360	$0	$0
Ioanna Morfessis (Director)	$78,360	$0	$0
Tom Herndon (Director)	$76,610	$0	$0
Vada Manager (Director & Treasurer)	$73,360	$0	$0
Don Aripoli (Director)	$70,360	$0	$0
Mark Fernandez (Director)	$69,110	$0	$0
Maria Sastre (Director)	$68,860	$0	$0
Steven Wheeler (Director & Secretary)	$65,360	$0	$0
Chevy Humphrey (Director)	$0	$0	$0
James Swanson (Director)	$0	$0	$0
Larry Rice (Director)	$0	$0	$0

+ View more people

990

Filed on Jan. 30, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2021

Revenue

$70,162,749

Expenses

$41,887,448

Net Income

$28,275,301

Net Assets

$819,299,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$14	0.0%
Program Services	$0
Investment Income	$9,750,874	13.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$60,411,861	86.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,771,123	6.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,546,398	6.1%

Assets/Debt
Total Assets	$848,817,984
Total Liabilities	$29,518,440
Net Assets	$819,299,544

Provided first-class or charter travel

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Luna (President And Ceo)	$522,801	$0	$124,016
Barbara Ryan Thompson (Executive Vice President & Coo)	$388,282	$0	$67,879
Michael Chesin (Sr Vice President & Cfo)	$311,938	$0	$86,421
Vincent Roig (Chairman)	$275,644	$0	$54,042
Charles Hokanson (Svp Fl Community Engagement)	$229,776	$0	$50,636
Vince Yanez (Svp Az Community Engagement)	$229,395	$0	$55,445
Linda Thompson (Svp Prog Admin & Org Learning)	$226,718	$0	$76,537
Braulio Colon (Vp Fl Student Success Initives)	$178,972	$0	$79,493
Janice Palmer (Svp Govt Affairs & Public Plcy)	$171,533	$0	$39,049
Paul Perrault (Svp Comm Impact & Learning)	$163,931	$0	$78,757
Tina Denicole (Vp Finance And Administration)	$162,982	$0	$37,961
Steve Betts (Construction Manager)	$136,892	$0	$39,101
Ioanna Morfessis (Director)	$55,360	$0	$0
Tom Herndon (Director & Treasurer(outgoing))	$53,004	$0	$0
Mark Fernandez (Director & Secretary(outgoing))	$51,192	$0	$0
Jane Roig (Vice Chair)	$50,860	$0	$0
Don Aripoli (Director)	$49,570	$0	$0
Maria Sastre (Director)	$47,375	$0	$0
Vada Manager (Director & Treasurer)	$44,594	$0	$0
Steven Wheeler (Director & Secretary)	$44,594	$0	$0

+ View more people

990

Filed on Jan. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2020

Revenue

$50,271,699

Expenses

$29,775,741

Net Income

$20,495,958

Net Assets

$721,836,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$154	0.0%
Program Services	$0
Investment Income	$10,614,724	21.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$39,656,821	78.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,490,302	8.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,726,568	9.2%

Assets/Debt
Total Assets	$747,899,259
Total Liabilities	$26,062,786
Net Assets	$721,836,473

Provided first-class or charter travel

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Luna (President And Ceo)	$518,420	$0	$130,288
Barbara Ryan Thompson (Executive Vice President & Coo)	$362,679	$0	$73,629
Michael Chesin (Sr Vice President & Cfo)	$300,384	$0	$107,966
Vincent Roig (Chairman)	$265,797	$0	$58,922
Vince Yanez (Svp Az Community Engagement)	$223,600	$0	$54,753
Linda Thompson (Svp Prog Admin & Org Learning)	$222,879	$0	$75,812
Charles Hokanson (Svp Fl Community Engagement)	$222,094	$0	$49,790
Braulio Colon (Vp Fl Student Success Initives)	$176,067	$0	$78,456
Janice Palmer (Vp Public Policy & Govt Affair)	$168,021	$0	$38,684
Paul Perrault (Vp Research And Evaluation)	$155,847	$0	$77,139
Tina Denicole (Vp Finance And Administration)	$145,148	$0	$32,941
Steve Betts (Construction Manager)	$137,301	$0	$41,318
Tom Herndon (Director & Treasurer)	$57,095	$0	$0
Jane Roig (Director)	$54,119	$0	$0
Ioanna Morfessis (Director)	$51,860	$0	$0
Maria Sastre (Director)	$48,701	$0	$0
Don Aripoli (Director)	$48,689	$0	$0
Vada Manager (Director)	$48,351	$0	$0
Mark Fernandez (Director & Secretary)	$46,989	$0	$0
Steven Wheeler (Director)	$45,833	$0	$0

+ View more people

990

Filed on Feb. 5, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2019

Revenue

$27,605,974

Expenses

$26,859,606

Net Income

$746,368

Net Assets

$702,553,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$65	0.0%
Program Services	$0
Investment Income	$13,338,795	48.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$14,267,114	51.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,397,579	8.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,623,112	9.8%

Assets/Debt
Total Assets	$754,497,859
Total Liabilities	$51,944,039
Net Assets	$702,553,820

Provided first-class or charter travel

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Luna (President And Ceo)	$486,682	$0	$95,816
Barbara Ryan Thompson (Executive Vice President & Coo)	$306,899	$0	$51,096
Michael Chesin (Sr Vice President & Cfo)	$261,272	$0	$92,762
Vincent Roig (Chairman)	$258,103	$0	$43,324
Vince Yanez (Svp Az Community Engagement)	$211,310	$0	$45,085
Charles Hokanson (Svp Fl Community Engagement)	$204,433	$0	$45,735
Linda Thompson (Svp Prog Admin & Org Learning)	$202,492	$0	$67,607
Braulio Colon (Vp & Program Director)	$172,956	$0	$65,720
Karen Ortiz (Vp & Program Director)	$157,932	$0	$42,256
Paul Perrault (Vp & Director Of Research)	$147,310	$0	$61,883
Janice Palmer (Vp & Director Of Policy)	$144,443	$0	$39,403
Rob Hosch (Technology Director)	$122,629	$0	$55,940
Tom Herndon (Director & Treasurer)	$58,795	$0	$0
Jane Roig (Director)	$54,329	$0	$0
Ioanna Morfessis (Director)	$53,360	$0	$0
Maria Sastre (Director)	$51,685	$0	$0
Don Aripoli (Director)	$47,619	$0	$0
Steven Wheeler (Director)	$46,549	$0	$0
Mark Fernandez (Director & Secretary)	$46,096	$0	$0
Vada Manager (Director)	$43,927	$0	$0

+ View more people

990

Filed on Jan. 17, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2018

Revenue

$34,238,622

Expenses

$31,708,928

Net Income

$2,529,694

Net Assets

$702,326,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$26	0.0%
Program Services	$0
Investment Income	$15,038,429	43.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$441,792
Net Fundraising	$0
Sales of Assets	$19,641,959	57.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$3,306,284	10.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,387,894	4.4%

Assets/Debt
Total Assets	$736,397,444
Total Liabilities	$34,070,468
Net Assets	$702,326,976

Provided first-class or charter travel

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Luna (President And Ceo)	$460,627	$0	$82,817
Barbara Ryan Thompson (Executive Vice President & Coo)	$326,696	$0	$51,377
Michael Chesin (Sr Vice President & Cfo)	$262,560	$0	$81,528
Vincent Roig (Chairman)	$245,288	$0	$37,339
Ian Smith (Sr Vice President & Cco)	$228,267	$0	$33,879
Linda Thompson (Svp Prog Adm & Org Learning)	$202,378	$0	$52,896
Charles Hokanson (Svp Fl Community Engagement)	$195,277	$0	$41,495
Vince Yanez (Svp Az Community Engagement)	$177,459	$0	$35,454
Karen Ortiz (Vp & Program Director)	$164,563	$0	$27,087
Braulio Colon (Vp & Program Director)	$164,314	$0	$58,331
Paul Perrault (Vp & Director Of Research)	$141,312	$0	$56,771
Janice Palmer (Vp & Director Of Policy)	$130,612	$0	$29,818
Rebecca Lindgren (Vp Marketing And Communication)	$112,301	$0	$25,807
Tom Herndon (Director & Treasurer)	$61,100	$0	$0
Ioanna Morfessis (Director)	$56,354	$0	$0
Jane Roig (Director)	$54,855	$0	$0
Maria Sastre (Director)	$54,143	$0	$0
Mark Fernandez (Director & Secretary)	$50,205	$0	$0
Don Aripoli (Director)	$48,387	$0	$0
Steven Wheeler (Director)	$47,471	$0	$0
Vada Manager (Director)	$47,417	$0	$0

+ View more people

990

Filed on Jan. 11, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2017

Revenue

$22,425,740

Expenses

$37,317,604

Net Income

-$14,891,864

Net Assets

$690,563,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$11,784,323	52.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$2,054,992
Net Fundraising	$0
Sales of Assets	$12,696,409	56.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,827,829	7.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,542,035	4.1%

Assets/Debt
Total Assets	$726,413,126
Total Liabilities	$35,850,007
Net Assets	$690,563,119

Provided first-class or charter travel

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Luna (President & Ceo)	$456,105	$0	$80,577
Barbara Ryan Thompson (Executive Vice President & Coo)	$331,075	$0	$50,224
Michael Chesin (Sr Vice President & Cfo)	$262,524	$0	$81,051
Vincent Roig (Chairman)	$232,773	$0	$39,431
Linda Thompson (Svp Prog Adm & Org Learning)	$217,488	$0	$59,652
Charles Hokanson (Svp Fl Community Engagement)	$204,925	$0	$40,849
Ian Smith (Sr Vice President & Cco)	$179,205	$0	$38,217
Karen Ortiz (Vp & Program Director)	$173,341	$0	$33,045
Braulio Colon (Vp & Program Director)	$160,139	$0	$58,281
Paul Perrault (Vp & Director Of Research)	$152,759	$0	$57,636
Janice Palmer (Vp & Director Of Policy)	$112,274	$0	$22,699
Tammi Crum (Executive Services Director)	$103,826	$0	$39,866
Vince Yanez (Svp Az Community Engagement)	$90,148	$0	$17,823
Tom Herndon (Director & Treasurer)	$55,395	$0	$0
Jane Roig (Director)	$54,858	$0	$0
Ioanna Morfessis (Director)	$53,696	$0	$0
Maria Sastre (Director)	$47,794	$0	$0
Don Aripoli (Director)	$47,759	$0	$0
Steven Wheeler (Director)	$46,257	$0	$0
Mark Fernandez (Director & Secretary)	$45,154	$0	$0
Vada Manager (Director)	$44,812	$0	$0

+ View more people

990

Filed on Jan. 23, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2016

Revenue

$3,517,524

Expenses

$27,128,900

Net Income

-$23,611,376

Net Assets

$640,955,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$12,566,459	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	-$9,942
Net Fundraising	$0
Sales of Assets	-$9,038,993
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,760,109	10.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,373,045	5.1%

Assets/Debt
Total Assets	$663,380,140
Total Liabilities	$22,424,738
Net Assets	$640,955,402

Provided first-class or charter travel

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Luna (President & Ceo)	$444,020	$0	$83,705
Barbara Ryan Thompson (Executive Vice President & Coo)	$304,339	$0	$49,485
Michael Chesin (Sr Vice President & Cfo)	$248,431	$0	$81,843
Vincent Roig (Chairman)	$225,429	$0	$39,741
Linda Thompson (Sr Vp & Chief Impact Officer)	$206,550	$0	$59,745
Charles Hokanson (Svp & Chief Policy Officer)	$195,466	$0	$45,858
Ian Smith (Sr Vice President & Cco)	$171,093	$0	$36,062
Karen Ortiz (Vp & Program Director)	$166,837	$0	$32,833
Stacy Carlson (Vp & Program Director)	$153,459	$0	$46,496
Braulio Coln (Vp & Program Director)	$151,400	$0	$57,446
Paul Perrault (Vp & Director Of Research)	$115,318	$0	$52,744
Tammi Crum (Executive Services Director)	$100,245	$0	$41,950
Tom Herndon (Director & Treasurer)	$54,692	$0	$0
Ioanna Morfessis (Director)	$50,110	$0	$0
Don Aripoli (Director)	$41,883	$0	$0
Jane Roig (Director)	$41,735	$0	$0
Mark Fernandez (Director & Secretary)	$40,360	$0	$0
Steven Wheeler (Director)	$39,321	$0	$0
Maria Sastre (Director)	$37,610	$0	$0
Vada Manager (Director)	$34,610	$0	$0

+ View more people

990

Filed on Jan. 20, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2015

Revenue

$25,193,827

Expenses

$22,073,082

Net Income

$3,120,745

Net Assets

$620,572,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$15,653,405	62.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,540,422	37.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,483,338	11.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,069,614	4.8%

Assets/Debt
Total Assets	$639,307,633
Total Liabilities	$18,735,535
Net Assets	$620,572,098

Provided first-class or charter travel

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Luna (President & Ceo)	$428,530	$0	$71,072
Barbara Ryan Thompson (Executive Vice President & Coo)	$288,963	$0	$43,217
Michael Chesin (Sr Vice President & Cfo)	$239,896	$0	$82,958
Vincent Roig (Chairman)	$213,257	$0	$32,248
Linda Thompson (Sr Vp & Chief Impact Officer)	$192,952	$0	$49,562
Charles Hokanson (Svp &Chief Policy Officer)	$184,667	$0	$26,064
Ian Smith (Sr Vice President & Cco)	$167,636	$0	$32,275
Karen Ortiz (Vp & Program Director)	$160,803	$0	$31,670
Stacy Carlson (Vp & Program Director)	$144,770	$0	$47,825
Braulio Coln (Vp & Program Director)	$143,310	$0	$56,744
Jo Anne Vasquez (Vp & Program Officer)	$120,160	$0	$38,601
Tom Herndon (Director & Treasurer)	$64,360	$0	$0
Ioanna Morfessis (Director)	$57,141	$0	$0
Mark Fernandez (Director & Secretary)	$52,441	$0	$0
Don Aripoli (Director)	$47,938	$0	$0
Steven Wheeler (Director)	$43,791	$0	$0
Jane Roig (Director)	$41,702	$0	$0
Maria Sastre (Director)	$38,725	$0	$0
Vada Manager (Director)	$0	$0	$0

+ View more people

990

Filed on Jan. 13, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2014

Revenue

$116,879,357

Expenses

$26,422,218

Net Income

$90,457,139

Net Assets

$663,149,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$13,795,272	11.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$103,084,085	88.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,710,075	10.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$947,131	3.6%

Assets/Debt
Total Assets	$684,234,760
Total Liabilities	$21,084,956
Net Assets	$663,149,804

Provided first-class or charter travel

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul Luna (President & Ceo)	$411,175	$0	$75,417
Barbara Ryan Thompson (Executive Vice President & Coo)	$269,933	$0	$41,148
Michael Chesin (Sr Vice President & Cfo)	$219,610	$0	$72,946
Vincent Roig (Chairman)	$178,415	$0	$35,799
Linda Thompson (Sr Vp & Chief Impact Officer)	$162,251	$0	$44,159
Ian Smith (Sr Vice President & Cco)	$148,720	$0	$29,184
Karen Ortiz (Vp & Program Director)	$146,832	$0	$29,011
Antonia Franco (Vp & Program Director)	$139,684	$0	$27,966
Jo Anne Vasquez (Vp & Program Officer)	$138,860	$0	$44,100
Stacy Carlson (Vp & Program Director)	$132,073	$0	$50,790
Tom Herndon (Director & Treasurer)	$62,206	$0	$0
Ioanna Morfessis (Director)	$46,615	$0	$0
Don Aripoli (Director)	$43,330	$0	$0
Mark Fernandez (Director & Secretary)	$40,352	$0	$0
Maria Sastre (Director)	$37,372	$0	$0
Jane Roig (Director)	$36,501	$0	$0
Steven Wheeler (Director)	$34,442	$0	$0
Charles Hokanson (Svp/Chief Policy Officer)	$12,000	$0	$0

+ View more people

990

Filed on Dec. 11, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2013

Revenue

$31,525,249

Expenses

$21,984,739

Net Income

$9,540,510

Net Assets

$629,776,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,500	0.0%
Program Services	$0
Investment Income	$12,234,600	38.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$19,288,149	61.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,292,495	10.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$572,999	2.6%

Assets/Debt
Total Assets	$648,898,675
Total Liabilities	$19,121,691
Net Assets	$629,776,984

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Revenue

$12,599,294

Expenses

$25,747,088

Net Income

-$13,147,794

Net Assets

$578,160,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$11,957,243	94.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$642,051	5.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,225,778	8.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$523,176	2.0%

Assets/Debt
Total Assets	$603,762,687
Total Liabilities	$25,602,374
Net Assets	$578,160,313

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Sept.
2011

Revenue

$14,283,400

Expenses

$21,018,425

Net Income

-$6,735,025

Net Assets

$514,456,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$11,666,055	81.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,617,345	18.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,967,116	9.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$491,175	2.3%

Assets/Debt
Total Assets	$534,337,381
Total Liabilities	$19,880,914
Net Assets	$514,456,467

990

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About 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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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

Updated July 11, 2024

Helios Education Foundation

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue −$12.7M (2023)

Expenses $36.9M (2023)

Total Assets $741M (2023)

Total Liabilities $30.5M (2023)

Tax Filings by Year

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

−$12.7M (2023)

Expenses

$36.9M (2023)

Total Assets

$741M (2023)

Total Liabilities

$30.5M (2023)

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001