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Nonprofiteer
← HELIAS FOUNDATION INCORPORATED

Form 990 for tax year 2022

Filed by HELIAS FOUNDATION INCORPORATED.

Totals

Total revenue
$1,523,989
Total expenses
$1,283,742
Contributions and grants received
$1,124,562
Grants paid
$856,261
Program service revenue
$19,927
Investment income
$383,938
Other revenue
-$4,438
Total assets, end of year
$20,050,791
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$20,050,791
Program services expenses (Part IX)
$977,547
Management and general expenses
$201,531
Fundraising expenses
$104,664
Program service expenses (Part III)
$977,547

Program services were 76.1% 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

    $22,814

  • 1f · All other contributions, gifts and grants

    $1,101,748

  • 2a · Program service revenue: GRANDPARENTS LUNCHEON

    total $9,300 · related or exempt $9,300

  • 2b · Program service revenue: LEGACY GALA

    total $6,582 · related or exempt $6,582

  • 2c · Program service revenue: CLASS REUNIONS

    total $3,677 · related or exempt $3,677

  • 2d · Program service revenue: BRIDGE THE GAP

    total $368 · related or exempt $368

  • 3 · Investment income

    total $369,851 · excluded $369,851

  • 7a · Gross sales of assets other than inventory

    securities $14,087

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $14,087

  • 7d · Net gain or loss

    total $14,087 · excluded $14,087

  • 8a · Fundraising events: gross income

    $48,560

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

    $22,814

  • 8b · Fundraising events: direct expenses

    $53,021

  • 8c · Net income from fundraising events

    total -$4,461 · excluded -$4,461

  • 11a · Other revenue: MO COMPENSATION DEDUCT

    total $23 · excluded $23

  • 11e · Other revenue, total

    $23

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $826,336 · program services $826,336

  • 2 · Grants to domestic individuals

    total $29,925 · program services $29,925

  • 5 · Compensation of officers, directors and key employees

    total $86,293 · program services $38,832 · management and general $8,629 · fundraising $38,832

  • 7 · Other salaries and wages

    total $90,447 · program services $40,701 · management and general $9,045 · fundraising $40,701

  • 8 · Pension plan contributions

    total $3,318 · program services $1,493 · management and general $332 · fundraising $1,493

  • 9 · Other employee benefits

    total $11,309 · program services $5,089 · management and general $1,131 · fundraising $5,089

  • 10 · Payroll taxes

    total $11,935 · program services $5,371 · management and general $1,193 · fundraising $5,371

  • 11c · Fees: accounting

    total $6,200 · management and general $6,200

  • 11f · Fees: investment management

    total $59,720 · management and general $59,720

  • 11g · Fees: other

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

  • 12 · Advertising and promotion

    total $20,319 · management and general $7,622 · fundraising $12,697

  • 13 · Office expenses

    total $31,761 · management and general $31,761

  • 14 · Information technology

    total $8,767 · management and general $8,767

  • 16 · Occupancy

    total $10,801 · management and general $10,801

  • 23 · Insurance

    total $16,839 · management and general $16,839

  • 24a · Other expenses: NEWSLETTER EXPENSE

    total $22,744 · management and general $22,744

  • 24b · Other expenses: GRANDPARENT'S LUNCHEON

    total $9,907 · program services $9,907

  • 24c · Other expenses: LEGACY GALA

    total $8,317 · program services $8,317

  • 24d · Other expenses: CLASS REUNIONS

    total $7,815 · program services $7,815

  • 24e · All other expenses

    total $19,920 · program services $3,280 · management and general $16,640

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $350,271 · end of year $797,078

  • 2 · Savings and temporary cash investments

    beginning of year $1,730,677 · end of year $952,733

  • 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 $16,452,622 · end of year $18,200,405

  • 15 · Other assets

    beginning of year $100,575 · end of year $100,575

  • 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 $18,634,145 · end of year $20,050,791

Mission and programs · 2022

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 $977,547 · Grants $856,261 · Revenue $19,927

As filed on the 2022 return.

Listed in Part VII

  • Doug Hennon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chris Schneider

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Katelyn Knox

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shari Lepage

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brian Dowden

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Julie Hentges

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lori Bruce

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Eric Bernskoetter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Clay Broughton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gail Strope

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paul Mingucci

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Stacie Verslues

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Melissa Kleffner-Wansing

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Patrick Bonnot

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tony Brenneke

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Schnieders

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Schnieders

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Darryl Winegar

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gina Clement

    BOARD MEMBER (08/31/22-12/3122)

    Total calculated
    $0
    Hours/week
    1

  • Anne Rost

    BOARD MEMBER (08/31/22-12/3122)

    Total calculated
    $0
    Hours/week
    1

  • Lisa Scheulen

    BOARD MEMBER (08/31/22-12/3122)

    Total calculated
    $0
    Hours/week
    1

  • Michael J Bruns

    EXECUTIVE DIRECTOR

    Total calculated
    $85,394
    From this org
    $65,600
    From related orgs
    $0
    Other
    $19,794
    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

Provenance

Return type
form_990
Tax year
2022
Filed
20 June 2024
IRS schema version
2022v5.0
Source object
202441739349301109

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