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Nonprofiteer
← THE HELIO HEALTH FOUNDATION INC

Form 990 for tax year 2024

Filed by THE HELIO HEALTH FOUNDATION INC.

Totals

Total revenue
$146,339
Total expenses
$62,554
Contributions and grants received
$128,676
Grants paid
$39,850
Program service revenue
$0
Investment income
$13,211
Other revenue
$4,452
Total assets, end of year
$592,586
Total liabilities, end of year
$24,330
Net assets or fund balances, end of year
$568,256
Program services expenses (Part IX)
$59,662
Management and general expenses
$2,892
Fundraising expenses
$0
Program service expenses (Part III)
$59,662

Program services were 95.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $20,223

  • 1f · All other contributions, gifts and grants

    $108,453

  • 3 · Investment income

    total $13,211 · excluded $13,211

  • 8a · Fundraising events: gross income

    $9,862

  • 8a · Fundraising events: contributions included on line 1c

    $20,223

  • 8b · Fundraising events: direct expenses

    $9,862

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: MISCELLANEOUS

    total $4,452 · related or exempt $4,452

  • 11e · Other revenue, total

    $4,452

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $39,850 · program services $39,850

  • 11f · Fees: investment management

    total $2,892 · management and general $2,892

  • 12 · Advertising and promotion

    total $1,000 · program services $1,000

  • 13 · Office expenses

    total $18,281 · program services $18,281

  • 24a · Other expenses: FOOD

    total $531 · program services $531

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $73,277 · end of year $57,097

  • 11 · Investments: publicly traded securities

    beginning of year $399,083 · end of year $535,489

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,734 · end of year $11,734

  • 25 · Other liabilities

    beginning of year $2,256 · end of year $12,596

  • 27 · Net assets without donor restrictions

    beginning of year $458,370 · end of year $568,256

Mission and programs · 2024

Mission

THE HELIO HEALTH FOUNDATION WAS FORMED TO RAISE FUNDS IN SUPPORT OF THE ACTIVITIES OF HELIO HEALTH, INC. TO THIS END, THE FOUNDATION IS RESPONSIBLE FOR SOLICITING, ACCEPTING, HOLDING, INVESTING, REINVESTING AND ADMINISTERING GIFTS, GRANTS, BEQUESTS, CONTRIBUTIONS, DEVISES, BENEFITS OF TRUSTS, ENDOWMENTS AND PROPERTY OF ANY KIND.

Activities or mission (Part I)

TO RAISE FUNDS IN SUPPORT OF THE ACTIVITIES OF HELIO HEALTH, INC.

  • TO RAISE FUNDS FOR THE SUPPORT OF HELIO HEALTH, INC.

    Expenses $59,662 · Grants $39,850

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lisa Morrow-Whittaker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Camille Coakley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ozzie Crisali

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ted Jeske

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Anne Tindall

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Garrney-Babb

    PRESIDENT/CEO

    Total calculated
    $441,306
    From this org
    $0
    From related orgs
    $399,787
    Other
    $41,519
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,787 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,748 related
    Nontaxable benefits
    $0 + $29,771 related
    Filer's total
    $0 + $441,306 related

  • Joe Bright

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Justice

    CFO

    Total calculated
    $229,349
    From this org
    $0
    From related orgs
    $191,786
    Other
    $37,563
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,786 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,904 related
    Nontaxable benefits
    $0 + $27,659 related
    Filer's total
    $0 + $229,349 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202503099349303810

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