HELIOS NEW SCHOOL INC (EIN 260753386) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

JING TIAN

Phone

4084751024

Tax Period

2022-07-01 to 2023-06-30

HELIOS NEW SCHOOL INC, founded in 2007, is a community nonprofit in the Education sector that reported $6.8M in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $6.1M left a modest 11% surplus.

Mission

TO PROVIDE ENGAGING AND IMAGINATIVE EDUCATION THAT MEETS THE UNIQUE INTELLECTUAL, SOCIAL AND EMOTIONAL NEEDS OF GIFTED STUDENTS AND FAMILIES, K-8.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $920,304

Program Service Revenue $5,893,959

Investment Income $22,961

Other Revenue $-18,042

TOTAL REVENUE $6,819,182

Expense Breakdown

Grants Paid $329,522

Salaries & Benefits $4,070,092

Fundraising Expenses $36,915

Program Expenses $4,575,886

Other Expenses $1,679,346

TOTAL EXPENSES $6,078,960

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,819,182	$6,017,538	+0.1%
Expenses	$6,078,960	$5,292,295	+0.1%
Net Income	$740,222	$725,243	+0.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

145

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$313,991

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JING TIAN	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
CHRISTIAN DUBIEL	TREASURER	10.00	Officer Director	$0	$0	$0
ROBERT ZEHNER	SECRETARY	10.00	Officer Director	$0	$0	$0
JOLEE CROSSON	TRUSTEE	10.00	Director	$0	$0	$0
HAGAR DICKMAN	TRUSTEE	10.00	Director	$0	$0	$0
KERRIE HOLLEY	TRUSTEE	10.00	Director	$0	$0	$0
MARCO MENA	TRUSTEE	10.00	Director	$0	$0	$0
LISA RAGHAV	TRUSTEE	10.00	Director	$0	$0	$0
ANU RAMESH	TRUSTEE	10.00	Director	$0	$0	$0
SHAWN SEARS	TRUSTEE	10.00	Director	$0	$0	$0
JASON TRIP	TRUSTEE	10.00	Director	$0	$0	$0
BENEDICT CHANT	HEAD OF SCHOOL	40.00	Officer	$176,956	$11,576	$188,532
HYONCHU BICOY	DIRECTOR OF FINANCE AND OPERATIONS	40.00	Officer	$116,535	$8,924	$125,459
TOM LIMBERT	DIRECTOR OF STUDENT LIFE	40.00	Highest	$124,264	$10,847	$135,111
TERI RAFFEL	DIRECTOR OF ADMISSIONS	40.00	Highest	$131,000	$21,152	$152,152
TIFFANY NIELSEN	LITERACY SPECIALIST	40.00	Highest	$115,901	$3,082	$118,983
LINDA ZADIK	DIRECTOR OF TEACHING AND LEARNING	40.00	Highest	$117,847	$11,480	$129,327
MIKE ORLANDO	TEACHER AND HIGH SCHOOL COUNSELOR	40.00	Highest	$117,468	$10,024	$127,492
PAMELA JONES CLARKE	FORMER HEAD OF SCHOOL	40.00		$152,126	$2,000	$154,126

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$6,819,182	$6,078,960	$13,096,946	$740,222
2022	$6,017,538	$5,292,295	$4,200,835	$725,243
2021	$3,892,995	$4,736,117	$6,035,776	$-843,122
2020	$6,274,366	$5,647,799	$3,998,574	$626,567
2019	$5,221,565	$4,790,098	$3,223,211	$431,467
2018	$4,687,291	$4,261,238	$3,067,266	$426,053

HELIOS NEW SCHOOL INC