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HELIOS EDUCATION FOUNDATION

EIN 94-2850977 PHOENIX, AZ

Revenue 2024
$52,419,531
Expenses 2024
$39,635,771

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

As filed

Subsection
03
NTEE code
W600
Classification
2000
Street
4747 N 32ND ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

TO ENRICH THE LIVES OF INDIVIDUALS IN ARIZONA AND FLORIDA BY CREATING OPPORTUNITIES FOR SUCCESS IN POST-SECONDARY EDUCATION.

  • HELIOS EDUCATION FOUNDATION IS DEDICATED TO CREATING OPPORTUNITIES FOR INDIVIDUALS IN ARIZONA AND FLORIDA TO ACHIEVE A POSTSECONDARY EDUCATION. THE FOUNDATION'S WORK IS DRIVEN BY ITS FOUR FUNDAMENTAL BELIEFS: 1) COMMUNITY - EDUCATION CHANGES LIVES AND STRENGTHENS COMMUNITIES. 2) INVESTMENT - EDUCATION IS AN INVESTMENT, NOT AN EXPENSE. 3) EQUITY - EVERY STUDENT, REGARDLESS OF ZIP CODE, DESERVES A HIGH- QUALITY EDUCATION. 4) PARTNERSHIP - THE FOUNDATION WILL ACHIEVE ITS MISSION THROUGH PARTNERSHIP AND COLLABORATION. HELIOS INVESTS IN PROGRAMS AND INITIATIVES ACROSS THE FULL EDUCATION CONTINUUM, FROM EARLY GRADE SUCCESS THROUGH POSTSECONDARY EDUCATION. HELIOS PARTNERS WITH UNIVERSITIES, COLLEGES, ELEMENTARY AND SECONDARY SCHOOLS, AND OTHER ELIGIBLE EDUCATIONAL ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION'S COMMITMENT TO EDUCATION IS LONG-TERM AND ITS FINANCIAL SUPPORT IS FOCUSED ON INVESTING IN SUSTAINABLE PROGRAMS AND INITIATIVES AT EDUCATIONAL ORGANIZATIONS THAT SPECIFICALLY IMPACT THE EDUCATIONAL SUCCESS OF ALL STUDENTS. DURING FY25, THE FOUNDATION PROVIDED APPROXIMATELY $20 MILLION IN GRANTS AND $975 THOUSAND IN IN-KIND GIVING TO EDUCATIONAL ORGANIZATIONS LOCATED IN ARIZONA AND FLORIDA. THIS FUNDING AND IN-KIND GIVING PROVIDED SUPPORT TO SCHOOLS, UNIVERSITIES, AND OTHER EDUCATIONAL ORGANIZATIONS AND NON-PROFITS THAT IMPROVE THE CONDITIONS OF AND ACCESS TO EDUCATION. Helios Education Foundation has a purposeful focus on results. Our Impact Strategy focuses on three key drivers essential to getting students on track for college attainment: Ensure that students are reading by the third grade; Increase college enrollments; and Increase attainment of two- and four-year college degrees.

    Expenses $32,407,512 · Grants $19,622,037

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $52,419,531
    Expenses
    $39,635,771
    Contributions
    $0
    Grants paid
    $19,622,037
  • 2023
    Revenue
    $34,576,005
    Expenses
    $41,951,459
    Contributions
    $0
    Grants paid
    $24,133,807
  • 2022
    Revenue
    -$12,696,190
    Expenses
    $36,928,499
    Contributions
    $0
    Grants paid
    $20,096,751

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2021 · 990

    Revenue
    $21,760,037
    Expenses
    $39,411,328
    Assets (EOY)
    $702,121,235

  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2020 · 990

    Revenue
    $70,162,749
    Expenses
    $41,887,448
    Assets (EOY)
    $848,817,984

  • 2020 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2019 · 990

    Revenue
    $50,271,699
    Expenses
    $29,775,741
    Assets (EOY)
    $747,899,259

  • 2018 · 990

    Revenue
    $27,605,974
    Expenses
    $26,859,606
    Assets (EOY)
    $754,497,859

  • 2017 · 990

    Revenue
    $34,238,622
    Expenses
    $31,708,928
    Assets (EOY)
    $736,397,444

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

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

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.