Cause IQ organization profile

Helios Education Foundation

Form 990s | Financials | Vendors | Personnel | Peers

Helios Education Foundation is a organizations supporting multiple public co-ops or veteran organization based in Phoenix, AZ that was founded in 2004. As of 2018 they had $34 million in revenue and $736 million in assets.

To enrich the lives of individuals in Arizona and Florida by creating opportunities for success in postsecondary education. Every individual in Arizona and Florida has the opportunity to attend and is prepared to succeed in postsecondary education.

Helios Education Foundation makes grants to other organizations, such as $3,547,230 to Arizona Community Foundation for "See Part Iv"; $2,223,880 to University of South Florida Foundation for "See Part Iv"; $1,700,000 to Children's Services Council of Florida for "See Part Iv"; $1,545,000 to Arizona Science Center for "See Part Iv"; and $1,300,000 to National Opinion Research Center (NORC) for "See Part Iv".

Fiscal year end:
Revenue trends:
Asset trends:

Form 990s for Helios Education Foundation

Fiscal year endingDate received by IRSFormPDF link
2018-09Jun 19, 2019990View PDF
2017-09Apr 10, 2018990View PDF
2016-09Jul 12, 2017990View PDF
2015-09Mar 18, 2016990View PDF
2014-09Dec 29, 2014990View PDF
...and four more Form 990 PDFs

Financials for Helios Education Foundation

Total grants, contributions, etc.$26
Program services$0
Investment income and dividends$15,038,429
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$-441,792
Net gain from sale of non-inventory assets$19,641,959
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$34,238,622

Vendors for Helios Education Foundation

VendorServicesAmount paidDate
Campaign MonitorMarketing software2020-06-16
█████ ███ █████ ██ ███Tax accounting2019-05-14
██████Business Consulting$498,2282018-09-01
███ ████████General Contractor$1,562,3792018-09-01
███████████Architectural Design$2,514,4502018-09-01
██████ █████Construction Management$180,5392018-09-01
█████████ ██████ ███████Business Consulting$201,7882018-09-01

Personnel at Helios Education Foundation

NameTitleCompensationMost recent data
Paul J.lunaPresident and Chief Executive Officer-June 12, 2020
Barbara Ryan ThompsonExecutive Vice President and Chief Operating Officer$326,696Sept. 30, 2018
███████ ██████Senior Vice President and Chief Financial Officer$262,560May 14, 2019
███ █████Senior Vice President and Chief Commercial Officer$179,205Sept. 30, 2018
███████ ████████Vice President Marketing and Communication / Marketing Communications Director$112,301Sept. 30, 2018
█████ ████████Senior Vice President , Program Administration and Organizational Learning / Senior Vice President Program Administrative and Org Learning$202,378Sept. 30, 2018
███████ █████Vice President , Florida Student Success Initiatives / Vice President and Program Director$164,314Sept. 30, 2018
██████ ██████Vice President and Director of Policy$130,612Sept. 30, 2018
█████ █████Vice President and Program Director of Early Childhood Education$164,563Sept. 30, 2018
████ ████████Vice President and Director of Research / Director of Research and Evaluation$141,312Sept. 30, 2018
...and eight more key personnel

Peer organizations supporting multiple public co-ops and veteran organizations

1Goldberg Family Foundation501(c)(3)$11 millionScottsdale, AZ
2Musical Instrument Museum (MIM)501(c)(3)$22 millionPhoenix, AZ
3Arizona Community Foundation501(c)(3)$129 millionPhoenix, AZ
4Community Foundation for Southern Arizona501(c)(3)$13 millionTucson, AZ
5Rodel Foundation501(c)(3)$8.7 millionPhoenix, AZ
6Make-A-Wish Foundation of America501(c)(3)$104 millionPhoenix, AZ
7Jewish Community Foundation of Greater Phoenix (JCF)501(c)(3)$9.2 millionScottsdale, AZ
8Honorhealth Foundation501(c)(3)$27 millionScottsdale, AZ
9Flinn Foundation501(c)(3)$10 millionPhoenix, AZ
10Greathearts Arizona501(c)(3)$28 millionPhoenix, AZ
11Northern Arizona Healthcare Foundation501(c)(3)$11 millionFlagstaff, AZ
12Lynde and Harry Bradley Foundation501(c)(3)$48 millionMilwaukee, WI
13Margulf Foundation501(c)(3)$27 millionDenver, CO
14Sorenson Impact Foundation501(c)(3)$13 millionSalt Lake City, UT
15The 1440 Foundation501(c)(3)$45 millionSaratoga, CA
16General Service Foundation501(c)(3)$9.2 millionAspen, CO
17St Vincent's Foundation501(c)(3)$11 millionJacksonville, FL
18Bryan Cameron Education Foundation501(c)(3)$11 millionPalo Alto, CA
19The Carl M Freeman Foundation501(c)(3)$12 millionRockville, MD
20Nellie Mae Education Foundation501(c)(3)$18 millionQuincy, MA
21Goldseker Foundation501(c)(3)$9.1 millionBaltimore, MD
22Lloyd A Fry Foundation501(c)(3)$20 millionChicago, IL
23Teagle Foundation501(c)(3)$10 millionNew York, NY
24Gar Foundation501(c)(3)$10 millionPittsburgh, PA
25The Frankel Foundation501(c)(3)$21 millionEaston, MD