Mt Helix Park Foundation

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

Wes Troy

Phone

6197414363

Tax Period

2024-01-01 to 2024-12-31

Mt Helix Park Foundation, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $461K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Net assets of $3.2M represent 85 months of operating reserves.

Mission

The mission of the Mt. Helix Park Foundation is to preserve, enhance, enrich, and share the Nature Theatre with neighbors and friends. Objective I To preserve for the future the beauty and historical significance of the Nature Theatre. Provide for public programs and events that reinforce nature, education, cultural enrichment, and the spirit of life. Objective II To build and maintain financial stability. To provide long-term funding for the park foundation using relationship-building activities. These will include events, friends/members, donations, corporate support, major/planned giving, and by creating and funding an endowment. Objective III To create a master plan to improve the Nature Theatre for future generations to enjoy. Objective IV To develop a Mt.Helix Park Foundation Board that demonstrates comitment and devotion to maintaining and managing the Park, following the intentions of the families who established the trust in memory of Mary Yawkey.

Program Service Accomplishments

Program 1

Expenses: $383,112

The Mt. Helix Nature Theatre and Park rises up from the valley floor of San Diegos East County, Aptly called, The Crown Jewel of East County. The Mount Helix Nature Theatre and Park has been...

The Mt. Helix Nature Theatre and Park rises up from the valley floor of San Diegos East County, Aptly called, The Crown Jewel of East County. The Mount Helix Nature Theatre and Park has been inspiring residents of southern California with its rugged beauty and scenic views since 1924. Perched atop Mt. Helix at an elevation of approximately 1300 feet, the historic park offers a spectacular 360-degree view of San Diego County. The park is open to the public 365 days a year. In addition to the park operations, the amphitheater is the site to free community programs, donation-based yoga classes, weddings and memorials, and the inspiring Easter Sunrise service. The park receives no government funding, meaning the tens of thousands of visitors who use the park annually do so thanks to 100 funding by the Mt. Helix Park Foundation.

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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 (2024)

Revenue Breakdown

Contributions & Grants $296,928

Program Service Revenue $58,511

Investment Income $11,331

Other Revenue $93,776

TOTAL REVENUE $460,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $159,475

Fundraising Expenses $33,805

Program Expenses $383,112

Other Expenses $334,044

TOTAL EXPENSES $493,519

Year-over-Year Comparison

	2024	2023	Change
Revenue	$460,546	$510,080	-0.1%
Expenses	$493,519	$458,146	+0.1%
Net Income	$-32,973	$51,934	-1.6%

Key Indicators

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

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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

100

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

$90,630

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Krista Powers	Executive Director	040.00	Officer	$0	$7,130	$90,630
Norm Hapke	Past President	010.00	Director	$0	$0	$0
Christopher Kilrain	CFO	010.00	Officer Director	$0	$0	$0
Robert Ball	Past President	002.00	Director	$0	$0	$0
Steve Clay	Director	002.00	Director	$0	$0	$0
Jason Kardos	Director	002.00	Director	$0	$0	$0
Alice W Smith	Director	002.00	Director	$0	$0	$0
Don Teemsma	Director	002.00	Director	$0	$0	$0
Chris Naire	VP Development	002.00	Officer Director	$0	$0	$0
Jeremiah Shultz	VP Operations	002.00	Officer Director	$0	$0	$0
Yvonne Goff	Secretary	002.00	Officer Director	$0	$0	$0
Bruce Mclntyre	Director	002.00	Director	$0	$0	$0
Wes Troy	President	010.00	Officer Director	$0	$0	$0
Tracy Giordano	Director	002.00	Director	$0	$0	$0

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
2024	$460,546	$493,519	$3,264,932	$-32,973
2023	$510,080	$458,146	$3,291,205	$51,934
2022	$408,561	$381,354	$3,244,409	$27,207
2021	$481,685	$301,600	$3,219,529	$180,085
2020	$253,714	$252,469	$3,085,376	$1,245
2019	$248,648	$267,094	$3,041,398	$-18,446
2018	$248,716	$206,627	$3,077,385	$42,089