Nonprofit · EIN 39-1532106
HELIOS FOUNDATION INC
Tax-exempt · NEENAH, WI 54957
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $1,262,949 | $817,829 | $445,120 | $8,060,338 | $0 | $8,060,338 |
| May 31, 2024 | 990-PF | $798,556 | $1,004,571 | -$206,015 | $7,615,218 | $0 | $7,615,218 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $297,277
- Net gain from sales of assets
- $958,791
- Other income
- $6,881
Expenses
- Grants and similar amounts paid
- $690,000
- Compensation of officers, directors and key employees
- $104,461
- Disbursements for charitable purposes
- $746,231
- Excise tax on investment income
- $16,844
Balance sheet and other
- Total assets, start of year
- $7,615,218
- Total assets, end of year
- $8,060,338
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,060,338
- Fair market value of assets
- $14,076,448
- Qualifying distributions
- $746,231
- Net investment income
- $1,262,949
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-PF for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCHAPER BENZ WISE INVESTMENT CNSL 18 JEWELERS PARK SUITE 200 PO BOX, 628, NEENAH, WI 549570628 | ADMINISTRATOR | 5 | $84,461 |
| JOHN BUCHANAN 2631 NORTHERN ROAD 900, APPLETON, WI 54914 | DIRECTOR/PRESIDENT | 2 | $20,000 |
| NANCY MCLOUGHLIN 255 CEDAR ROAD, MYSTIC, CT 06355 | DIRECTOR | 0 | $0 |
| PAT MCLOUGHLIN 15 COVE STREET, NOANK, CT 06340 | DIRECTOR | 0 | $0 |
| DANIEL JACOB 321 KENT STREET, BOSTON, MA 02446 | DIRECTOR | 0 | $0 |
| JULIANA KELLY 4609 BROWNDALE AVENUE, EDINA, MN 55424 | DIRECTOR | 0 | $0 |
| CHRISTINA SIDDALL 215 EAST GALENA STREET, HAILEY, ID 83333 | DIRECTOR | 0 | $0 |
| BARBARA AALFS 4208 PERRY WAY, SIOUX CITY, IA 51104 | DIRECTOR | 0 | $0 |
| BEN MCLOUGHLIN PO BOX 696, CRESTED BUTTE, CO 81224 | DIRECTOR | 0 | $0 |
| DAVID JACOB 1101 E BOBE ST UNIT A, PENSACOLA, FL 32503 | DIRECTOR | 0 | $0 |
| BETSEY THOMSON 716 MORNING STAR ROAD, SUN VALLEY, ID 83353 | DIRECTOR | 0 | $0 |
990-PF for the year ended May 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCHAPER BENZ WISE INVESTMENT CNSL 18 JEWELERS PARK SUITE 200 PO BOX, 628, NEENAH, WI 549570628 | ADMINISTRATOR | 5 | $80,110 |
| JOHN BUCHANAN 2631 NORTHERN ROAD 900, APPLETON, WI 54914 | DIRECTOR/PRESIDENT | 2 | $20,000 |
| NANCY MCLOUGHLIN 255 CEDAR ROAD, MYSTIC, CT 06355 | DIRECTOR | 0 | $0 |
| PAT MCLOUGHLIN 15 COVE STREET, NOANK, CT 06340 | DIRECTOR | 0 | $0 |
| DANIEL JACOB 321 KENT STREET, BOSTON, MA 02446 | DIRECTOR | 0 | $0 |
| JULIANA KELLY 4609 BROWNDALE AVENUE, EDINA, MN 55424 | DIRECTOR | 0 | $0 |
| CHRISTINA SIDDALL 215 EAST GALENA STREET, HAILEY, ID 83333 | DIRECTOR | 0 | $0 |
| BARBARA AALFS 4208 PERRY WAY, SIOUX CITY, IA 51104 | DIRECTOR | 0 | $0 |
| BEN MCLOUGHLIN PO BOX 696, CRESTED BUTTE, CO 81224 | DIRECTOR | 0 | $0 |
| DAVID JACOB 1101 E BOBE ST UNIT A, PENSACOLA, FL 32503 | DIRECTOR | 0 | $0 |
| BETSEY THOMSON 716 MORNING STAR ROAD, SUN VALLEY, ID 83353 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 628, NEENAH, WI 54957-0628
- In care of
- % SCHAPER BENZ WISE INV CNSL INC
- Signed the 990-PF
- KIMBERLY PETERSEN, VP OF ADMINISTRATOR
- Phone
- (920) 727-1137
- Return prepared by
- REMLEY LAW SC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1532106
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1986
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $8,060,338
- Income (IRS master file)
- $2,529,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $1,262,949 | $817,829 | $8,060,338 | IRS |
| 990-PF | May 2024 | $798,556 | $1,004,571 | $7,615,218 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | 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 39-1532106).
Questions about HELIOS FOUNDATION INC
- What is the EIN of HELIOS FOUNDATION INC?
- The employer identification number (EIN) of HELIOS FOUNDATION INC is 39-1532106.
- Is HELIOS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to HELIOS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELIOS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELIOS FOUNDATION INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELIOS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of HELIOS FOUNDATION INC?
- The 990-PF for the year ended May 31, 2025 lists 11 people; 2 received compensation from the organization, the highest $84,461 (SCHAPER BENZ WISE INVESTMENT CNSL, ADMINISTRATOR).
- How much revenue does HELIOS FOUNDATION INC have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $1,262,949, expenses of $817,829 and total assets of $8,060,338 at year end.
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