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Nonprofiteer
← HELIX BAR REVIEW INC

Form 990 for tax year 2024

Filed by HELIX BAR REVIEW INC.

Totals

Total revenue
$773,398
Total expenses
$12,074,037
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$773,398
Total assets, end of year
$6,716,355
Total liabilities, end of year
$887,519
Net assets or fund balances, end of year
$5,828,836
Program services expenses (Part IX)
$11,174,037
Management and general expenses
$900,000
Fundraising expenses
$0
Program service expenses (Part III)
$11,174,037

Program services were 92.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHRISTOPHER P CHAPMAN

    BOARD CHAIR/PRESIDENT & CEO

    Total calculated
    $1,166,595
    From this org
    $308,054
    From related orgs
    $718,790
    Other
    $139,751
    Hours/week
    17.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $217,391 + $507,245 related
    Bonus
    $43,781 + $102,155 related
    Other
    $46,882 + $109,390 related
    Deferred
    $30,161 + $70,377 related
    Nontaxable benefits
    $11,764 + $27,449 related
    Filer's total
    $349,979 + $816,616 related

  • MAUREEN A O'ROURKE

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    6 + 6 related

  • WH KNIGHT JR

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    6

  • YOUSEF AWAD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    6

  • CARLA PRATT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    6

  • DEBRA SWARTZ

    ASSISTANT SECRETARY

    Total calculated
    $519,578
    From this org
    $0
    From related orgs
    $423,238
    Other
    $96,340
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $295,523 related
    Bonus
    $0 + $44,400 related
    Other
    $0 + $83,315 related
    Deferred
    $0 + $70,082 related
    Nontaxable benefits
    $0 + $26,258 related
    Filer's total
    $0 + $519,578 related

  • CYNTHIA A CASSITY

    COO

    Total calculated
    $410,870
    From this org
    $168,927
    From related orgs
    $168,927
    Other
    $73,016
    Hours/week
    27.5 + 27.5 related

    Schedule J breakdown matched by us

    Base
    $134,246 + $134,246 related
    Bonus
    $21,975 + $21,975 related
    Other
    $12,706 + $12,706 related
    Deferred
    $29,349 + $29,349 related
    Nontaxable benefits
    $7,159 + $7,159 related
    Filer's total
    $205,435 + $205,435 related

  • SAMUEL GREENHALGH JR

    ASSISTANT TREASURER

    Total calculated
    $359,250
    From this org
    $0
    From related orgs
    $296,805
    Other
    $62,445
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $257,844 related
    Bonus
    $0 + $38,400 related
    Other
    $0 + $561 related
    Deferred
    $0 + $21,532 related
    Nontaxable benefits
    $0 + $40,913 related
    Filer's total
    $0 + $359,250 related

  • LYSSA L THADEN

    VP, HELIX BAR REVIEW

    Total calculated
    $272,769
    From this org
    $232,062
    From related orgs
    $0
    Other
    $40,707
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $191,570
    Bonus
    $39,250
    Other
    $1,242
    Deferred
    $15,779
    Nontaxable benefits
    $24,928
    Filer's total
    $272,769

  • DEBORAH FABRYKA

    ASSISTANT SEC (END 12/2024)

    Total calculated
    $136,389
    From this org
    $0
    From related orgs
    $114,190
    Other
    $22,199
    Hours/week
    5 + 50 related

  • SUNIATI K KUNG

    MANAGING DIR - BAR REVIEW ENGAGEMENT

    Total calculated
    $251,206
    From this org
    $196,173
    From related orgs
    $0
    Other
    $55,033
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $184,851
    Bonus
    $0
    Other
    $11,322
    Deferred
    $15,290
    Nontaxable benefits
    $39,743
    Filer's total
    $251,206

  • ALLISON BETH ROBBINS

    MANAGING DIR - ACADEMIC PROGRAM & PAR

    Total calculated
    $227,668
    From this org
    $210,813
    From related orgs
    $0
    Other
    $16,855
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,273
    Bonus
    $35,000
    Other
    $540
    Deferred
    $14,088
    Nontaxable benefits
    $2,767
    Filer's total
    $227,668

  • FIDEL CALERO

    MANAGING DIR - BAR REVIEW ENGAGEMENT

    Total calculated
    $185,643
    From this org
    $149,772
    From related orgs
    $0
    Other
    $35,871
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $130,326
    Bonus
    $19,000
    Other
    $446
    Deferred
    $11,243
    Nontaxable benefits
    $24,628
    Filer's total
    $185,643

  • SHERRIEE LYNN DETZLER

    NATIONAL DIR - BAR REVIEW

    Total calculated
    $159,928
    From this org
    $136,829
    From related orgs
    $0
    Other
    $23,099
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $118,108
    Bonus
    $16,250
    Other
    $2,471
    Deferred
    $9,640
    Nontaxable benefits
    $13,459
    Filer's total
    $159,928

  • COURTNEY GAYLE LEE

    DIRECTOR - STATE CONTENT, BAR REVIEW PROGRAM

    Total calculated
    $150,043
    From this org
    $127,693
    From related orgs
    $0
    Other
    $22,350
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $127,085
    Bonus
    $0
    Other
    $608
    Deferred
    $9,531
    Nontaxable benefits
    $12,819
    Filer's total
    $150,043

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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)

PART I, LINE 1A
THE ORGANIZATION WILL REIMBURSE MEMBERSHIP FEES TO HEALTH CLUBS FOR ALL EMPLOYEES UP TO A MAXIMUM OF $400 PER YEAR FOR ANY EMPLOYEE WHO PROVIDES SUFFICIENT SUBSTANTIATION AS REQUIRED UNDER THE ORGANIZATION'S POLICY RELATED THERETO.
PART I, LINE 3
HELIX BAR REVIEW, INC. RELIES ON ITS SOLE MEMBER, ACCESSLEX INSTITUTE (ACCESSLEX), TO DETERMINE COMPENSATION FOR THE OFFICERS OF HELIX BAR REVIEW, INC. ACCESSLEX USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORMS 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND STUDIES, AND APPROVAL BY ITS COMPENSATION AND BENEFITS COMMITTEE TO ESTABLISH COMPENSATION.
PART I, LINE 4B
CHRISTOPHER CHAPMAN : $72,938 DEBRA SWARTZ : $45,818 CYNTHIA CASSITY : $35,085 THE ORGANIZATION'S SOLE MEMBER, ACCESSLEX, SPONSORS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DESCRIBED IN 457(F) OF THE INTERNAL REVENUE CODE WHICH IS AVAILABLE TO CERTAIN, ELIGIBLE SENIOR EXECUTIVES. THE PLAN IS UNFUNDED AND THE ASSETS REMAIN SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE PRIOR TO VESTING AND DISTRIBUTION TO A PARTICIPANT PURSUANT TO THE TERMS AND CONDITIONS OF THE PLAN. FOR THIS REPORTING PERIOD, CHRISTOPHER CHAPMAN, DEBRA SWARTZ, AND CYNTHIA CASSITY WERE EACH ELIGIBLE TO RECEIVE A CONTRIBUTION CREDIT.
PART I, LINE 7
THE ORGANIZATION'S BAR REVIEW INCENTIVE PLAN (BRIP) SEEKS (1) TO EMPHASIZE CERTAIN NEAR-TO-MEDIUM TERM ACTIVITIES THAT FURTHER THE COMPANY'S LONG-TERM MISSION, GOALS AND OBJECTIVES; AND (2) TO REWARD EMPLOYEES FOR ATTAINING CERTAIN PERFORMANCE LEVELS RELATING THERETO. ON AN ANNUAL BASIS, EACH ELIGIBLE EMPLOYEE MAY BE AWARDED A CASH PAYMENT, SUBJECT TO THE TERMS AND CONDITIONS OF THE BRIP. ANY SUCH PAYMENT WILL BE DISBURSED AFTER ALL REQUIRED APPROVALS AND AFTER SUCH DATE AS MAY BE DETERMINED BY THE ORGANIZATION; HOWEVER, SUCH PAYMENTS TRADITIONALLY HAVE BEEN DISBURSED WITHIN 120 DAYS OF THE FINAL DAY OF THE ORGANIZATION'S ANNUAL PERFORMANCE PERIOD. BRIP PAYMENTS ARE DISBURSED BY THE ORGANIZATION'S SOLE MEMBER, ACCESSLEX INSTITUTE, PURSUANT TO THE SOLE MEMBER'S PAYROLL PROCEDURES AND ARE SUBJECT TO ALL APPLICABLE WITHHOLDING TAXES AND OTHER REQUIRED OR OTHERWISE AUTHORIZED WITHHOLDING, IF ANY. THE ORGANIZATION LEASES ITS EMPLOYEES FROM ACCESSLEX INSTITUTE- SEE FULL DISCLOSURE AT PART VII.
PART II, COLUMN (F):
CURRENT YEAR DISCLOSURE OF COMPENSATION REPORTED AS DEFERRED ON PRIOR FORMS 990 REPRESENTS NON-CASH AMOUNTS INCLUDED WITHIN THE CURRENT YEAR COMPENSATION TOTALS THAT HAVE VESTED AND BEEN PREVIOUSLY REPORTED, BUT NOT PAID, ON THE FORMS 990 PREPARED AND FILED FOR PRIOR FISCAL YEARS. PART VII, AND SCHEDULE J: ALL COMPENSATION IS PAID BY THE ORGANIZATION'S SOLE MEMBER, ACCESSLEX. HELIX BAR REVIEW, INC. LEASES ITS EMPLOYEES FROM ACCESSLEX. THE TOTAL COMPENSATION EXPENSE BY BOTH ORGANIZATIONS, WHEN COMBINED, AGREE TO THE FORM W2 FILED BY ACCESSLEX INSTITUTE.

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

No itemized grants to organizations 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
13 February 2026
IRS schema version
2024v5.5
Source object
202640449349301129

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