Form 990 for tax year 2024

Filed by HELIAS FOUNDATION INCORPORATED.

Totals

Total revenue: $2,657,449
Total expenses: $1,833,171
Contributions and grants received: $1,952,003
Grants paid: $1,435,186
Program service revenue: $8,995
Investment income: $700,449
Other revenue: -$3,998
Total assets, end of year: $24,030,625
Total liabilities, end of year: $1,000
Net assets or fund balances, end of year: $24,029,625
Program services expenses (Part IX): $1,551,692
Management and general expenses: $184,741
Fundraising expenses: $96,738
Program service expenses (Part III): $1,551,692

Program services were 84.6% 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

$40,320
1f · All other contributions, gifts and grants

$1,911,683
2a · Program service revenue: GRANDPARENTS LUNCHEON

total $8,895 · related or exempt $8,895
2b · Program service revenue: HALL OF FAME

total $100 · related or exempt $100
3 · Investment income

total $558,559 · excluded $558,559
7a · Gross sales of assets other than inventory

securities $141,890
7b · Less cost or other basis and sales expenses

securities $0
7c · Gain or loss

securities $141,890
7d · Net gain or loss

total $141,890 · excluded $141,890
8a · Fundraising events: gross income

$44,088
8a · Fundraising events: contributions included on line 1c

$40,320
8b · Fundraising events: direct expenses

$49,769
8c · Net income from fundraising events

total -$5,681 · excluded -$5,681
11a · Other revenue: OTHER INCOME

total $1,683 · excluded $1,683
11e · Other revenue, total

$1,683

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $1,399,686 · program services $1,399,686
2 · Grants to domestic individuals

total $35,500 · program services $35,500
5 · Compensation of officers, directors and key employees

total $87,364 · program services $39,314 · management and general $8,736 · fundraising $39,314
7 · Other salaries and wages

total $95,649 · program services $43,042 · management and general $9,565 · fundraising $43,042
8 · Pension plan contributions

total $1,645 · program services $740 · management and general $165 · fundraising $740
9 · Other employee benefits

total $14,093 · program services $6,342 · management and general $1,409 · fundraising $6,342
10 · Payroll taxes

total $12,336 · program services $5,551 · management and general $1,234 · fundraising $5,551
11c · Fees: accounting

total $8,352 · management and general $8,352
11f · Fees: investment management

total $69,584 · management and general $69,584
11g · Fees: other

total $1,069 · program services $481 · management and general $107 · fundraising $481
12 · Advertising and promotion

total $10,438 · management and general $9,170 · fundraising $1,268
13 · Office expenses

total $9,534 · management and general $9,534
14 · Information technology

total $3,654 · management and general $3,654
16 · Occupancy

total $10,217 · management and general $10,217
23 · Insurance

total $14,034 · management and general $14,034
24a · Other expenses: NEWSLETTER EXPENSE

total $17,985 · management and general $17,985
24b · Other expenses: GRANDPARENT'S LUNCHEON

total $10,759 · program services $10,759
24c · Other expenses: POSTAGE & PRINTING

total $6,241 · management and general $6,241
24d · Other expenses: MARKETING & ADVERTISEME

total $6,220 · program services $6,220
24e · All other expenses

total $18,811 · program services $4,057 · management and general $14,754

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $369,135 · end of year $1,331,686
2 · Savings and temporary cash investments

beginning of year $1,044,853 · end of year $1,129,913
10a · Land, buildings and equipment: cost or other basis

$29,963
10b · Land, buildings and equipment: accumulated depreciation

$29,963
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $0
11 · Investments: publicly traded securities

beginning of year $20,047,689 · end of year $21,468,131
15 · Other assets

beginning of year $100,813 · end of year $100,895
25 · Other liabilities

beginning of year $0 · end of year $1,000
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $21,562,490 · end of year $24,029,625

Mission and programs · 2024

Mission

TO SECURE PRIVATE GIFT SUPPORT, TO INVEST AND DISBURSE THE FUNDS IN ITS CARE, AND TO SUPPLEMENT AND SUPPORT THE MISSION OF THE SCHOOL.

Activities or mission (Part I)

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.

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.

Expenses $1,551,692 · Grants $1,435,186 · Revenue $8,995

As filed on the 2024 return.

Listed in Part VII

Chris SchneiderCHRIS SCHNEIDER

TREASURER

Total calculated

$0

Hours/week

1
Katelyn KnoxKATELYN KNOX

BOARD MEMBER

Total calculated

$0

Hours/week

1
Brian DowdenBRIAN DOWDEN

BOARD MEMBER

Total calculated

$0

Hours/week

1
Clay BroughtonCLAY BROUGHTON

BOARD MEMBER

Total calculated

$0

Hours/week

1
Gail StropeGAIL STROPE

BOARD MEMBER

Total calculated

$0

Hours/week

1
Melissa Kleffner-WansingMELISSA KLEFFNER-WANSING

PRESIDENT

Total calculated

$0

Hours/week

1
Nikki SchulteNIKKI SCHULTE

BOARD MEMBER

Total calculated

$0

Hours/week

1
Tony BrennekeTONY BRENNEKE

PRESIDENT

Total calculated

$0

Hours/week

1
Patrick BonnotPATRICK BONNOT

BOARD MEMBER

Total calculated

$0

Hours/week

1
Lori BruceLORI BRUCE

VICE PRESIDENT

Total calculated

$0

Hours/week

1
Jennifer SchniedersJENNIFER SCHNIEDERS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jonathan SchniedersJONATHAN SCHNIEDERS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Darryl WinegarDARRYL WINEGAR

SECRETARY

Total calculated

$0

Hours/week

1
Courtney PleusCOURTNEY PLEUS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Michael WinterMICHAEL WINTER

BOARD MEMBER

Total calculated

$0

Hours/week

1
Michael J BrunsMICHAEL J BRUNS

EXECUTIVE DIRECTOR

Total calculated

$85,571

From this org

$65,600

From related orgs

$0

Other

$19,971

Hours/week

40

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.

Grants on this return

HELIAS CATHOLIC HIGH SCHOOL

$1,399,686

GENERAL SUPPORT, CAMPUS CAPITAL IMPROVEMENTS & ATHLETIC COMPLEX CONSTRUCTION PROJECT

Provenance

Return type: form_990
Tax year: 2024
Filed: 22 June 2026
IRS schema version: 2024v5.5
Source object: 202641899349301319

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