THE HELIX SCHOOL

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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

2024-08-01 to 2025-07-31

THE HELIX SCHOOL, founded in 2015, is a community nonprofit in the Education sector that reported $6.2M in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $4,965,942 Revenue: $5,112,135

HELIX SCHOOL OFFERS AN INDIVIDUALIZED INTEGRATED CURRICULUM THAT INCLUDES SPEECH AND LANGUAGE, SOCIAL-EMOTIONAL, SENSORY-MOTOR, LIFE SKILLS, MATH, LANGUAGE ARTS, SCIENCE, SOCIAL STUDIES, ART, AND...

HELIX SCHOOL OFFERS AN INDIVIDUALIZED INTEGRATED CURRICULUM THAT INCLUDES SPEECH AND LANGUAGE, SOCIAL-EMOTIONAL, SENSORY-MOTOR, LIFE SKILLS, MATH, LANGUAGE ARTS, SCIENCE, SOCIAL STUDIES, ART, AND BEHAVIORAL GOALS, AND/OR ACTIVITIES. THE SCHOOL USES AND DISTRIBUTES ITS FUNDS TO OPERATE THE SCHOOL. THE SCHOOL SERVES INDIVIDUALS BETWEEN THE AGES OF 5 AND 22.

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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 $1,253,835

Program Service Revenue $5,112,135

Investment Income $30

Other Revenue $-192,845

TOTAL REVENUE $6,173,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,729,619

Fundraising Expenses $191,972

Program Expenses $4,965,942

Other Expenses $1,845,752

TOTAL EXPENSES $6,575,371

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,173,155	$4,218,964	+0.5%
Expenses	$6,575,371	$4,791,840	+0.4%
Net Income	$-402,216	$-572,876	-0.3%

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

$368,827

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARJORIE MCMORRIS	VICE CHAIRMAN	30.00	Officer Director	$0	$0	$0
AMIR KIA	SECRETARY (LEFT 04/25)	1.00	Officer Director	$0	$0	$0
STU FISHER	CHAIRMAN	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
MINNA KIM	TRUSTEE	1.00	Director	$0	$0	$0
ZINIA PICAZO	TREASURER	1.00	Officer Director	$0	$0	$0
AMIE NENNINGER	TRUSTEE	1.00	Director	$0	$0	$0
SINCLAIR RIDLEY-THOMAS	TRUSTEE (LEFT 04/25)	1.00	Director	$0	$0	$0
CHANTEL WALKER	TRUSTEE (JOINED 02/25)	1.00	Director	$0	$0	$0
DEANNA MAYER	EXECUTIVE DIRECTOR	40.00	Officer	$270,200	$8,027	$278,227
JEFF WANDS	DIRECTOR OF FINANCE/FACILI	40.00	Officer	$87,837	$2,763	$90,600
DORIANNE TANAKA	DIRECTOR OF ADULT EDUCATION	40.00	Highest	$100,825	$0	$100,825
ANNIE VOIGT	DIRECTOR OF ACADEMICS	40.00	Highest	$117,349	$3,377	$120,726
ERIN ALLEN	SPEECH LANGUAGE PATHOLOGIST	40.00	Highest	$109,331	$0	$109,331
ELSA MAPLES GREENE	DIRECTOR OF ADMISSIONS	40.00	Highest	$110,415	$0	$110,415

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	$6,173,155	$6,575,371	$5,496,982	$-402,216
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