HELIX BAR REVIEW INC (EIN 842885336) - 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

2019

Legal Domicile

Principal Officer

CHRISTOPHER CHAPMAN

Phone

4846533300

Tax Period

2024-04-01 to 2025-03-31

HELIX BAR REVIEW INC, founded in 2019, is a small nonprofit in the Education sector that reported $773K in total revenue in fiscal year 2024. Revenue surged 112% from the prior year, signaling strong growth momentum. Expenses of $12.1M exceeded revenue, resulting in a 1461% operating deficit.

Mission

THE ORGANIZATION WILL REIMBURSE MEMBERSHIP FEES TO HEALTH CLUBS FOR ALL EMPLOYEES UP TO A MAXIMUM OF $400 PER YEAR FOR ANY EMPLOYEE WHO PROVIDES SUFFICIENT SUBSTANTIATION AS REQUIRED UNDER THE ORGANIZATION'S POLICY RELATED THERETO.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $773,398

TOTAL REVENUE $773,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,455,244

Fundraising Expenses $0

Program Expenses $11,174,037

Other Expenses $6,618,793

TOTAL EXPENSES $12,074,037

Year-over-Year Comparison

	2024	2023	Change
Revenue	$773,398	$363,955	+1.1%
Expenses	$12,074,037	$9,179,588	+0.3%
Net Income	$-11,300,639	$-8,815,633	+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

N/A

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

$2,865,451

Total Directors

$1,166,595

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER P CHAPMAN	BOARD CHAIR/PRESIDENT & CEO	17.50	Officer Director	$308,054	$139,751	$1,166,595
MAUREEN A O'ROURKE	BOARD VICE CHAIR	6.00	Officer Director	$0	$0	$0
WH KNIGHT JR	SECRETARY/TREASURER	6.00	Officer Director	$0	$0	$0
YOUSEF AWAD	BOARD MEMBER	6.00	Director	$0	$0	$0
CARLA PRATT	BOARD MEMBER	6.00	Director	$0	$0	$0
DEBRA SWARTZ	ASSISTANT SECRETARY	5.00	Officer	$0	$96,340	$519,578
CYNTHIA A CASSITY	COO	27.50	Officer	$168,927	$73,016	$410,870
SAMUEL GREENHALGH JR	ASSISTANT TREASURER	5.00	Officer	$0	$62,445	$359,250
LYSSA L THADEN	VP, HELIX BAR REVIEW	50.00	Officer	$232,062	$40,707	$272,769
DEBORAH FABRYKA	ASSISTANT SEC (END 12/2024)	5.00	Officer	$0	$22,199	$136,389
SUNIATI K KUNG	MANAGING DIR - BAR REVIEW ENGAGEMENT	50.00	Highest	$196,173	$55,033	$251,206
ALLISON BETH ROBBINS	MANAGING DIR - ACADEMIC PROGRAM & PAR	50.00	Highest	$210,813	$16,855	$227,668
FIDEL CALERO	MANAGING DIR - BAR REVIEW ENGAGEMENT	50.00	Highest	$149,772	$35,871	$185,643
SHERRIEE LYNN DETZLER	NATIONAL DIR - BAR REVIEW	50.00	Highest	$136,829	$23,099	$159,928
COURTNEY GAYLE LEE	DIRECTOR - STATE CONTENT, BAR REVIEW PROGRAM	50.00	Highest	$127,693	$22,350	$150,043

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	$773,398	$12,074,037	$6,716,355	$-11,300,639
2024	$363,955	$9,179,588	$10,177,697	$-8,815,633
2023	$129,085	$8,610,802	$9,592,672	$-8,481,717
2022	$-9,250	$4,798,036	$7,336,429	$-4,807,286
2021	No data	$1,654,204	$3,471,363	No data
2020	No data	$482,102	$2,932,071	No data

HELIX BAR REVIEW INC