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 |
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 |
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
- Return prepared by
- ARMANINO ADVISORY LLC
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 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $6,819,182 | $6,078,960 | $13,096,946 | IRS |
| 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 publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
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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