THE HELIX SCHOOL (EIN 473699669) - 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

2015

Legal Domicile

Principal Officer

MARJORIE MCMORRIS

Phone

4155695056

Tax Period

2023-08-01 to 2024-07-31

THE HELIX SCHOOL, founded in 2015, is a community nonprofit in the Education sector that reported $4.2M in total revenue in fiscal year 2023. Expenses of $4.8M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PREPARE CHILDREN ON THE AUTISM SPECTRUM FOR A FULFILLING FUTURE THROUGH DYNAMIC RELATIONSHIP-BASED INTERDISCIPLINARY EDUCATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $914,935

Program Service Revenue $3,287,772

Investment Income $1,279

Other Revenue $14,978

TOTAL REVENUE $4,218,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,414,706

Fundraising Expenses $71,921

Program Expenses $3,956,122

Other Expenses $1,377,134

TOTAL EXPENSES $4,791,840

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,218,964	$4,410,089	0.0%
Expenses	$4,791,840	$3,873,968	+0.2%
Net Income	$-572,876	$536,121	-2.1%

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

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

$280,112

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARJORIE MCMORRIS	PRESIDENT/CHAIRMAN	30.00	Officer Director	$0	$0	$0
MINJA MOORE LEFT 923	TREASURER	1.00	Officer Director	$0	$0	$0
AMIR KIA	SECRETARY	1.00	Officer Director	$0	$0	$0
STU FISHER	TREASURER	1.00	Officer Director	$0	$0	$0
BOB BEAR	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL PENN	TRUSTEE	1.00	Director	$0	$0	$0
RON SMITH	TRUSTEE	1.00	Director	$0	$0	$0
DOUG CRAMER STARTED 1223	TRUSTEE	1.00	Director	$0	$0	$0
MINNA KIM STARTED 1223	TRUSTEE	1.00	Director	$0	$0	$0
ZINIA PICAZO STARTED 1223	TRUSTEE	1.00	Director	$0	$0	$0
AMIE NENNINGER STARTED 1223	TRUSTEE	1.00	Director	$0	$0	$0
DEANNA MAYER	EXECUTIVE DIRECTOR	40.00	Officer	$258,750	$21,362	$280,112
JEFF WANDS JOINED 624	DIRECTOR OF FINANCE/FACILITIES/TECHNOLOGY	40.00	Officer	$0	$0	$0
SIMONE INCENDY LEFT 1223	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$120,382	$13,956	$134,338
JASON MOUNTSIER LEFT 0724	DIRECTOR OF TRANSITION	40.00	Highest	$110,751	$2,336	$113,087

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	$4,218,964	$4,791,840	$5,928,816	$-572,876
2023	$4,410,089	$3,873,968	$6,384,692	$536,121
2022	$2,413,094	$2,510,749	$352,332	$-97,655
2021	$2,215,600	$1,947,755	$474,728	$267,845
2020	$1,495,840	$1,585,317	$383,343	$-89,477
2019	$1,496,041	$1,463,841	$256,620	$32,200
2018	$1,348,420	$1,419,636	$291,420	$-71,216

THE HELIX SCHOOL