Skip to content
Nonprofiteer
← HELIOS EDUCATION FOUNDATION

Form 990 for tax year 2024

Filed by HELIOS EDUCATION FOUNDATION.

Totals

Total revenue
$52,419,531
Total expenses
$39,635,771
Contributions and grants received
$0
Grants paid
$19,622,037
Program services expenses (Part IX)
$32,407,512
Management and general expenses
$7,228,259
Fundraising expenses
$0
Program service expenses (Part III)
$32,407,512

Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JANE ROIG

    VICE-CHAIR

    Total calculated
    $90,643
    From this org
    $90,643
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • PAUL LUNA

    PRESIDENT AND CEO

    Total calculated
    $724,642
    From this org
    $638,325
    From related orgs
    $0
    Other
    $86,317
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $462,432
    Bonus
    $100,000
    Other
    $75,893
    Deferred
    $42,462
    Nontaxable benefits
    $43,855
    Filer's total
    $724,642

  • STEVEN WHEELER

    DIRECTOR & SECRETARY

    Total calculated
    $52,109
    From this org
    $52,109
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • VADA MANAGER

    DIRECTOR & TREASURER

    Total calculated
    $57,725
    From this org
    $57,725
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • VINCENT ROIG

    CHAIRMAN

    Total calculated
    $385,274
    From this org
    $345,779
    From related orgs
    $0
    Other
    $39,495
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $259,774
    Bonus
    $70,000
    Other
    $16,005
    Deferred
    $0
    Nontaxable benefits
    $39,495
    Filer's total
    $385,274

  • CHEVY HUMPHREY

    DIRECTOR

    Total calculated
    $46,693
    From this org
    $46,693
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • DON ARIPOLI

    DIRECTOR

    Total calculated
    $57,035
    From this org
    $57,035
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • IOANNA MORFESSIS

    DIRECTOR

    Total calculated
    $54,860
    From this org
    $54,860
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • JAMES SWANSON

    DIRECTOR

    Total calculated
    $47,033
    From this org
    $47,033
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • LARRY RICE

    DIRECTOR

    Total calculated
    $50,815
    From this org
    $50,815
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • MARIA SASTRE

    DIRECTOR

    Total calculated
    $62,238
    From this org
    $62,238
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • MARK FERNANDEZ

    DIRECTOR

    Total calculated
    $62,164
    From this org
    $62,164
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • TOM HERNDON

    DIRECTOR

    Total calculated
    $62,546
    From this org
    $62,546
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • BARBARA RYAN THOMPSON

    EXECUTIVE VICE PRESIDENT & COO

    Total calculated
    $529,620
    From this org
    $453,966
    From related orgs
    $0
    Other
    $75,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,059
    Bonus
    $75,000
    Other
    $28,907
    Deferred
    $46,000
    Nontaxable benefits
    $29,654
    Filer's total
    $529,620

  • MICHAEL CHESIN

    SENIOR VICE PRESIDENT & CFO

    Total calculated
    $462,639
    From this org
    $375,123
    From related orgs
    $0
    Other
    $87,516
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,042
    Bonus
    $50,000
    Other
    $25,081
    Deferred
    $46,000
    Nontaxable benefits
    $41,516
    Filer's total
    $462,639

  • JANICE PALMER

    SVP GOVERNMENT AFFAIRS & PUBLIC POLICY

    Total calculated
    $316,068
    From this org
    $253,089
    From related orgs
    $0
    Other
    $62,979
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,085
    Bonus
    $20,000
    Other
    $1,004
    Deferred
    $37,811
    Nontaxable benefits
    $25,168
    Filer's total
    $316,068

  • LAUREN M CORTINAS

    SENIOR VICE PRESIDENT, COMMUNICATIONS

    Total calculated
    $220,080
    From this org
    $173,350
    From related orgs
    $0
    Other
    $46,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,689
    Bonus
    $7,500
    Other
    $2,161
    Deferred
    $18,375
    Nontaxable benefits
    $28,355
    Filer's total
    $220,080

  • PAUL PERRAULT

    SVP COMMUNITY IMPACT & LEARNING

    Total calculated
    $362,249
    From this org
    $262,131
    From related orgs
    $0
    Other
    $100,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,137
    Bonus
    $20,000
    Other
    $9,994
    Deferred
    $37,811
    Nontaxable benefits
    $62,307
    Filer's total
    $362,249

  • STACY BAIER

    SVP FL COMMUNITY ENGAGEMENT, OPS, STRATEGIC PSHPS

    Total calculated
    $368,170
    From this org
    $265,733
    From related orgs
    $0
    Other
    $102,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,084
    Bonus
    $20,000
    Other
    -$1,351
    Deferred
    $40,061
    Nontaxable benefits
    $62,376
    Filer's total
    $368,170

  • VINCE YANEZ

    SVP AZ COMMUNITY ENGAGEMENT

    Total calculated
    $346,579
    From this org
    $268,977
    From related orgs
    $0
    Other
    $77,602
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,039
    Bonus
    $20,000
    Other
    $12,938
    Deferred
    $38,406
    Nontaxable benefits
    $39,196
    Filer's total
    $346,579

  • JULIE NORWOOD

    VP GRANTS AND PROJECT MANAGEMENT

    Total calculated
    $195,528
    From this org
    $146,387
    From related orgs
    $0
    Other
    $49,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,018
    Bonus
    $3,000
    Other
    -$1,631
    Deferred
    $22,200
    Nontaxable benefits
    $26,941
    Filer's total
    $195,528

  • NOEL MCCLAIN

    SENIOR DIRECTOR, HUMAN RESOURCES

    Total calculated
    $189,469
    From this org
    $140,888
    From related orgs
    $0
    Other
    $48,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,662
    Bonus
    $7,500
    Other
    -$2,274
    Deferred
    $21,474
    Nontaxable benefits
    $27,107
    Filer's total
    $189,469

  • TAMMI CRUM

    DIRECTOR, EXECUTIVE SERVICES

    Total calculated
    $177,247
    From this org
    $136,585
    From related orgs
    $0
    Other
    $40,662
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,040
    Bonus
    $7,000
    Other
    $4,545
    Deferred
    $19,800
    Nontaxable benefits
    $20,862
    Filer's total
    $177,247

  • TINA DENICOLE

    VP FINANCE AND ADMINISTRATION

    Total calculated
    $251,875
    From this org
    $207,226
    From related orgs
    $0
    Other
    $44,649
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,077
    Bonus
    $10,000
    Other
    $10,149
    Deferred
    $29,562
    Nontaxable benefits
    $15,087
    Filer's total
    $251,875

  • ZACHARY FONTES

    DIRECTOR OF TECHNOLOGY

    Total calculated
    $223,608
    From this org
    $156,039
    From related orgs
    $0
    Other
    $67,569
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,039
    Bonus
    $5,000
    Other
    -$5,000
    Deferred
    $24,156
    Nontaxable benefits
    $43,413
    Filer's total
    $223,608

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 — 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
BOARD MEMBERS AND CORPORATE OFFICERS MAY TRAVEL 'FIRST CLASS' FOR FOUNDATION-RELATED BUSINESS IF THE TRAVEL TIME EXCEEDS TWO HOURS. ON OCCASION, FOUNDATION STAFF TRAVELING WITH A BOARD MEMBER ON FLIGHTS EXCEEDING TWO HOURS MAY BE UPGRADED TO 'FIRST CLASS'.
Schedule J, Part I, Line 1a Travel for companions
COMPANION TRAVEL IS PROVIDED IN LIMITED CIRCUMSTANCES AND IS REPORTED AS TAXABLE INCOME TO THE INDIVIDUAL.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE BOARD OF DIRECTORS HAS APPROVED THE ESTABLISHMENT OF A 457(F) PLAN FOR EXECUTIVE STAFF. THE PLAN IS AN UNFUNDED PLAN ESTABLISHED AND MAINTAINED FOR THE PRIMARY PURPOSE OF PROVIDING CERTAIN KEY EMPLOYEES WHO CONTRIBUTE TO THE SUCCESS OF THE FOUNDATION WITH THE OPPORTUNITY TO BENEFIT FROM SUPPLEMENTAL FOUNDATION CONTRIBUTIONS OF INCOME. THE PLAN IS INTENDED TO COMPLY IN ALL RESPECTS WITH CODE SECTION 457(F) AND 409A AND THOSE PROVISIONS OF ERISA APPLICABLE TO AN UNFUNDED PLAN MAINTAINED PRIMARILY TO PROVIDE DEFERRED COMPENSATION BENEFITS FOR A SELECT GROUP OF "MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES." THE FOLLOWING INDIVIDUALS RECEIVED PAYOUTS FROM A 457(F) SUPPLEMENTAL RETIREMENT PLAN: Paul Luna - $21,742 Barbara Thompson - $7,181
Schedule J, Part I, Line 7 Non-fixed payments
DISCRETIONARY BONUSES WERE AUTHORIZED BY THE BOARD FOR CERTAIN INDIVIDUALS BASED ON PERFORMANCE.

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
13 February 2026
IRS schema version
2024v5.1
Source object
202630449349300443

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.