2024-05-11T15:01:17-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 260753386 HELIOS NEW SCHOOL INC HELI 4084751024 597 CENTRAL AVE SUNNYVALE CA 94086 LISA RAGHAV TREASURER 4084751024 2024-05-10 1 LISA RAGHAV 999009999 0 MATTHEW PETROSKI P00853132 9257902600 2024-05-10 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JING TIAN 597 CENTRAL AVE SUNNYVALE CA 94086 6837224 0 X WWW.HELIOSNS.ORG X 2007 CA TO PROVIDE ENGAGING AND IMAGINATIVE EDUCATION THAT MEETS THE UNIQUE INTELLECTUAL, SOCIAL AND EMOTIONAL NEEDS OF GIFTED STUDENTS AND FAMILIES, K-8. 11 11 53 145 0 0 1054496 920304 4961702 5893959 1340 22961 0 -18042 6017538 6819182 0 329522 0 0 3822881 4070092 0 0 36915 1469414 1679346 5292295 6078960 725243 740222 4200835 13096946 1499478 9655367 2701357 3441579 TO PROVIDE ENGAGING AND IMAGINATIVE EDUCATION THAT MEETS THE UNIQUE INTELLECTUAL, SOCIAL AND EMOTIONAL NEEDS OF GIFTED STUDENTS AND FAMILIES, K-8. 0 0 4575886 329522 5893959 THE SCHOOL IS COMMITTED TO SERVING GIFTED STUDENTS BY OFFERING A PROGRAM DESIGNED BY USING RESEARCH-BASED KNOWLEDGE OF THE EMOTIONAL AND INTELLECTUAL NEEDS OF GIFTED CHILDREN. THE PROJECT-BASED LEARNING ENVIRONMENT OFFERS THE RIGOR, DEPTH, AND COMPLEXITY GIFTED LEARNERS NEED AS WELL AS A SCHOOL IN WHICH CHILDREN CAN THRIVE SOCIALLY. THE SCHOOL SERVED APPROXIMATELY 140 STUDENTS IN KINDERGARTEN THROUGH EIGHTH GRADE. 4575886 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 53 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X HYONCHU BICOY 6502238690 597 CENTRAL AVE SUNNYVALE CA 94086 JING TIAN BOARD CHAIR 10.00 X X 0 0 0 CHRISTIAN DUBIEL TREASURER 10.00 X X 0 0 0 ROBERT ZEHNER SECRETARY 10.00 X X 0 0 0 JOLEE CROSSON TRUSTEE 10.00 X 0 0 0 HAGAR DICKMAN TRUSTEE 10.00 X 0 0 0 KERRIE HOLLEY TRUSTEE 10.00 X 0 0 0 MARCO MENA TRUSTEE 10.00 X 0 0 0 LISA RAGHAV TRUSTEE 10.00 X 0 0 0 ANU RAMESH TRUSTEE 10.00 X 0 0 0 SHAWN SEARS TRUSTEE 10.00 X 0 0 0 JASON TRIP TRUSTEE 10.00 X 0 0 0 BENEDICT CHANT HEAD OF SCHOOL 40.00 X 176956 0 11576 HYONCHU BICOY DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 116535 0 8924 TOM LIMBERT DIRECTOR OF STUDENT LIFE 40.00 X 124264 0 10847 TERI RAFFEL DIRECTOR OF ADMISSIONS 40.00 X 131000 0 21152 TIFFANY NIELSEN LITERACY SPECIALIST 40.00 X 115901 0 3082 LINDA ZADIK DIRECTOR OF TEACHING AND LEARNING 40.00 X 117847 0 11480 MIKE ORLANDO TEACHER AND HIGH SCHOOL COUNSELOR 40.00 X 117468 0 10024 PAMELA JONES CLARKE FORMER HEAD OF SCHOOL 40.00 X 152126 0 2000 1052097 0 79085 13 1 1 0 0 52214 483131 384959 59434 920304 TUITION AND FEES 611110 5366825 5366825 AFTER SCHOOL PROGRAM 611710 210130 210130 AUXILLIARY ACTIVITIES 611710 203028 203028 SUMMER CAMP 611710 113976 113976 5893959 22961 22961 0 52214 18042 -18042 -18042 6819182 5893959 0 4919 329522 329522 461094 437094 24000 2998625 2507027 491584 14 46032 36546 9343 143 304239 226202 74740 3297 260102 189995 69365 742 13675 13675 20557 20557 637 637 332453 88227 244052 174 2024 2024 86647 70523 15727 397 123447 97411 25146 890 624786 606042 12496 6248 12442 12420 22 8348 8348 924 924 53477 51872 1070 535 26706 25905 534 267 AFTER SCHOOL EXPENSES 163585 163585 CURRICULUM 94097 94097 FIELDWORK 53368 53368 AUXILIARY EXPENSES 34352 23144 11000 208 27821 27821 6078960 4575886 1466159 36915 3994167 228519 0 4651189 6252 509558 18248 4799537 53832 75236 576772 412882 72036 163890 56300 2669017 4200835 13096946 76607 471056 1072124 6238031 28578 5682 322169 2940598 1499478 9655367 X 2701357 3441579 2701357 3441579 4200835 13096946 740222 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 230138 214795 15343 162167 36625 125542 14802 14802 0 169665 146660 23005 163890 OPERATING LEASE RIGHT OF USE ASSETS 2612717 STANDBY LETTER OF CREDIT 43800 SECURITY DEPOSIT 12500 2669017 OPERATING LEASE LIABILITIES 2940598 2940598 X 6507065 -329522 -329522 6836587 637 -18042 -17405 6819182 5766843 18042 18042 5748801 637 329522 330159 6078960 PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -329,522. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EXPENSES -18,042. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL FUNDRAISING EXPENSES 18,042. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 329,522. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 OUR RACIALLY NONDISCRIMINATORY POLICY IS POSTED VIA BROADCAST MEDIA ON OUR WEBSITE, AVAILABLE TO THE GENERAL PUBLIC AND THE GENERAL COMMUNITY THAT WE SERVE. THE SCHOOL ALSO POSTS THE NONDISCRIMINATORY POLICY ON THE ORGANIZATION'S WEBSITE HOMEPAGE. SPRING GALA 52214 52214 8232 277 9533 52214 52214 8232 277 9533 18042 -18042 1 FINANCIAL AID 13 329522 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: STUDENTS WHO REQUEST FINANCIAL AID ASSISTANCE FILL OUT AN APPLICATION THROUGH SCHOOL AND STUDENT SERVICES. THE ADMISSIONS DIRECTOR AND DFO REVIEW EACH APPLICATION AND AWARD FINANCIAL AID BASED ON FINANCIAL NEED. X 1 1 X X X 0 0 0 0 0 0 0 0 0 BENEDICT CHANT HEAD OF SCHOOL 126956 0 20000 0 30000 0 2000 0 9576 0 188532 0 0 0 PAMELA JONES CLARKE FORMER HEAD OF SCHOOL 152126 0 0 0 0 0 2000 0 0 0 154126 0 0 0 TERI RAFFEL DIRECTOR OF ADMISSIONS 131000 0 0 0 0 0 2000 0 19152 0 152152 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDES HOUSING ALLOWANCE FOR THE HEAD OF SCHOOL AND IT IS INCLUDED AS TAXABLE COMPENSATION. X 13 42191 FMV X SPECIAL EVENTS 18 12802 FMV X EQUIPMENT 1 4441 FMV 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, NOT THE NUMBER OF ITEM CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL. ONCE REVIEWED AND APPROVED, THE FINAL COPY IS THEN SIGNED BY THE TREASURER. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD AUTHORITY SHALL ANNUALLY SIGN THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION WILL ALSO CONDUCT PERIODIC REVIEWS OF SPECIFIC CONFLICT OF INTEREST ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. IF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST ARISES, THE INTERESTED PERSON MUST DISCLOSE ALL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES OF DIRECTORS. THE CHAIR OF THE GOVERNING BOARD OR COMMITTEE SHALL APPOINT AN INVESTIGATION ON THE TRANSACTION. THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SHALL TAKE PLACE TO CORRECT ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS IN PLACE A STAFFING COMMITTEE COMMISSIONED BY THE BOARD OF DIRECTORS TO REVIEW THE HEAD OF SCHOOL'S AND OTHER KEY EMPLOYEES ANNUAL COMPENSATION BASED ON (1) PREVIOUSLY ESTABLISHED OBJECTIVES, (2) COMPENSATION OF OTHER HEADS OF SCHOOL OF COMPETITIVE ORGANIZATIONS PER THEIR FORM 990S AND (3) THIRD PARTY COMPENSATION SURVEYS SUCH AS SALARY.COM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.