Nonprofit · EIN 26-0753386
HELIOS NEW SCHOOL INC
Tax-exempt · SUNNYVALE, CA 94086
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,584,883 | $8,027,768 | $557,115 | $15,284,226 | $10,393,033 | $4,891,193 |
| June 30, 2024 | 990 | $7,991,688 | $7,099,189 | $892,499 | $14,227,978 | $9,893,900 | $4,334,078 |
| June 30, 2023 | 990 | $6,819,182 | $6,078,960 | $740,222 | $13,096,946 | $9,655,367 | $3,441,579 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $581,767
- Program service revenue
- $7,905,200
- Investment income
- $84,934
- Net income from fundraising events
- $12,982
- Other revenue
- $12,982
Expenses
- Grants and similar amounts paid
- $346,024
- Compensation of officers, directors and key employees
- $557,969
- Other salaries and wages
- $4,130,676
- Salaries, compensation and benefits (total)
- $5,461,011
- Professional fundraising fees
- $0
- Legal fees
- $48,329
- Accounting fees
- $43,356
- Occupancy
- $715,567
- Travel
- $16,350
- Depreciation
- $33,596
- Program services (functional)
- $5,907,629
- Management and general (functional)
- $2,093,781
- Fundraising (functional)
- $26,358
Balance sheet and other
- Total assets, start of year
- $14,227,978
- Total assets, end of year
- $15,284,226
- Total liabilities, end of year
- $10,393,033
- Net assets, end of year
- $4,891,193
- Land, buildings and equipment
- $443,892
- Net assets without donor restrictions
- $4,891,193
- Gross receipts
- $8,606,561
- Employees
- 73
- Volunteers
- 78
- Year formed
- 2007
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BENEDICT CHANT | HEAD OF SCHOOL Officer | 40 | $289,751 | $26,706 |
| HYONCHU BICOY | DIRECTOR OF FINANCE AND OPERATIONS Officer | 40 | $168,300 | $13,754 |
| MICHAEL ORLANDO | TEACHER AND HIGH SCHOOL COUNSELOR Highest-paid employee | 40 | $124,025 | $14,662 |
| JOANNE CHANG | TEACHER Highest-paid employee | 40 | $115,477 | $15,916 |
| MAN LING LAM | DIRECTOR OF TECHNOLOGY Highest-paid employee | 40 | $115,303 | $12,336 |
| TIFFANY NIELSEN | DIR. LEARNING SERVICES & LITERARY SPECIALIS Highest-paid employee | 40 | $111,487 | $13,329 |
| LINDA ZADIK | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $104,742 | $15,367 |
| JING TIAN | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| LISA RAGHAV | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| MARCO MENA | VICE CHAIR & SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| MATT ALLIO | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JOLEE CROSSON | TRUSTEE Trustee or director | 10 | $0 | $0 |
| HAGAR DICKMAN | TRUSTEE Trustee or director | 10 | $0 | $0 |
| KRISTAL FERCHAU | TRUSTEE Trustee or director | 10 | $0 | $0 |
| TANYA LATTNER | TRUSTEE Trustee or director | 10 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT ZEHNER | TRUSTEE Trustee or director | 10 | $0 |
| SHAWN SEARS | TRUSTEE Trustee or director | 10 | $0 |
| JASON TRIP | TRUSTEE (THRU 11/24) Trustee or director | 10 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BENEDICT CHANT | HEAD OF SCHOOL Officer | 40 | $306,000 | $20,100 |
| HYONCHU BICOY | DIRECTOR OF FINANCE AND OPERATIONS Officer | 40 | $150,000 | $11,772 |
| TERI RAFFEL | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $129,500 | $21,910 |
| TIFFANY NIELSEN | DIRECTOR OF LEARNING SERVICES Highest-paid employee | 40 | $127,308 | $10,900 |
| LINDA ZADIK | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $126,352 | $11,290 |
| MELISSA VINEYARD | TEACHER Highest-paid employee | 40 | $121,026 | $11,250 |
| MICHAEL ORLANDO | TEACHER AND HIGH SCHOOL COUNSELOR Highest-paid employee | 40 | $120,325 | $11,586 |
| JING TIAN | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| LISA RAGHAV | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| ROBERT ZEHNER | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| MATT ALLIO | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JOLEE CROSSON | TRUSTEE Trustee or director | 10 | $0 | $0 |
| HAGAR DICKMAN | TRUSTEE Trustee or director | 10 | $0 | $0 |
| CHRISTIAN DUBIEL | TRUSTEE Trustee or director | 10 | $0 | $0 |
| MARCO MENA | TRUSTEE Trustee or director | 10 | $0 | $0 |
| SHAWN SEARS | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JASON TRIP | TRUSTEE Trustee or director | 10 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BENEDICT CHANT | HEAD OF SCHOOL Officer | 40 | $176,956 | $11,576 |
| PAMELA JONES CLARKE | FORMER HEAD OF SCHOOL Former | 40 | $152,126 | $2,000 |
| TERI RAFFEL | DIRECTOR OF ADMISSIONS Highest-paid employee | 40 | $131,000 | $21,152 |
| TOM LIMBERT | DIRECTOR OF STUDENT LIFE Highest-paid employee | 40 | $124,264 | $10,847 |
| LINDA ZADIK | DIRECTOR OF TEACHING AND LEARNING Highest-paid employee | 40 | $117,847 | $11,480 |
| MIKE ORLANDO | TEACHER AND HIGH SCHOOL COUNSELOR Highest-paid employee | 40 | $117,468 | $10,024 |
| HYONCHU BICOY | DIRECTOR OF FINANCE AND OPERATIONS Officer | 40 | $116,535 | $8,924 |
| TIFFANY NIELSEN | LITERACY SPECIALIST Highest-paid employee | 40 | $115,901 | $3,082 |
| JING TIAN | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| CHRISTIAN DUBIEL | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| ROBERT ZEHNER | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| JOLEE CROSSON | TRUSTEE Trustee or director | 10 | $0 | $0 |
| HAGAR DICKMAN | TRUSTEE Trustee or director | 10 | $0 | $0 |
| KERRIE HOLLEY | TRUSTEE Trustee or director | 10 | $0 | $0 |
| MARCO MENA | TRUSTEE Trustee or director | 10 | $0 | $0 |
| LISA RAGHAV | TRUSTEE Trustee or director | 10 | $0 | $0 |
| ANU RAMESH | TRUSTEE Trustee or director | 10 | $0 | $0 |
| SHAWN SEARS | TRUSTEE Trustee or director | 10 | $0 | $0 |
| JASON TRIP | TRUSTEE Trustee or director | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 597 CENTRAL AVE, SUNNYVALE, CA 94086-6336
- Principal officer (990 for 2024)
- MARCO MENA, 597 CENTRAL AVE, SUNNYVALE, CA 94086
- Signed the 990
- LISA RAGHAV, TREASURER
- Phone
- (408) 475-1024
- Website
- WWW.HELIOSSCHOOL.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 26-0753386 or by the name HELIOS NEW SCHOOL INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE ENGAGING AND IMAGINATIVE EDUCATION THAT MEETS THE UNIQUE INTELLECTUAL, SOCIAL AND EMOTIONAL NEEDS OF GIFTED STUDENTS AND FAMILIES, K-8.
Program accomplishments
- 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 176 STUDENTS IN KINDERGARTEN THROUGH EIGHTH GRADE.Expenses $5,907,629 · grants $346,024 · revenue $7,905,200
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-0753386
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $15,284,226
- Income (IRS master file)
- $8,606,561
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,584,883 | $8,027,768 | $15,284,226 | IRS |
| 990 | June 2024 | $7,991,688 | $7,099,189 | $14,227,978 | IRS |
| 990 | June 2023 | $6,819,182 | $6,078,960 | $13,096,946 | XML |
| 990 | June 2022 | $6,017,538 | $5,292,295 | $4,200,835 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0753386).
Questions about HELIOS NEW SCHOOL INC
- What is the EIN of HELIOS NEW SCHOOL INC?
- The employer identification number (EIN) of HELIOS NEW SCHOOL INC is 26-0753386.
- Is HELIOS NEW SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to HELIOS NEW SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HELIOS NEW SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HELIOS NEW SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELIOS NEW SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HELIOS NEW SCHOOL INC?
- The 990 for the year ended June 30, 2025 names MARCO MENA.
- Who are the officers and directors of HELIOS NEW SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 18 people; 7 received compensation from the organization, the highest $289,751 (BENEDICT CHANT, HEAD OF SCHOOL).
- How much revenue does HELIOS NEW SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,584,883, expenses of $8,027,768 and total assets of $15,284,226 at year end.
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