Nonprofit · EIN 43-1064064
HELIAS FOUNDATION INCORPORATED
Tax-exempt · JEFFERSON CTY, MO 65109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $2,657,449 | $1,833,171 | $824,278 | $24,030,625 | $1,000 | $24,029,625 |
| August 31, 2024 | 990 | $2,013,412 | $2,718,917 | -$705,505 | $21,562,490 | $0 | $21,562,490 |
| August 31, 2023 | 990 | $1,523,989 | $1,283,742 | $240,247 | $20,050,791 | $0 | $20,050,791 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $1,952,003
- Program service revenue
- $8,995
- Investment income
- $700,449
- Net gain from sales of assets
- $141,890
- Net income from fundraising events
- -$5,681
- Other revenue
- -$3,998
Expenses
- Grants and similar amounts paid
- $1,435,186
- Compensation of officers, directors and key employees
- $87,364
- Other salaries and wages
- $95,649
- Salaries, compensation and benefits (total)
- $211,087
- Professional fundraising fees
- $0
- Accounting fees
- $8,352
- Occupancy
- $10,217
- Program services (functional)
- $1,551,692
- Management and general (functional)
- $184,741
- Fundraising (functional)
- $96,738
Balance sheet and other
- Total assets, start of year
- $21,562,490
- Total assets, end of year
- $24,030,625
- Total liabilities, end of year
- $1,000
- Net assets, end of year
- $24,029,625
- Publicly traded securities
- $21,468,131
- Gross receipts
- $2,707,218
- Employees
- 3
- Volunteers
- 94
- Year formed
- 1974
- State of legal domicile
- MO
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL J BRUNS | EXECUTIVE DIRECTOR Officer | 40 | $65,600 | $19,971 |
| CHRIS SCHNEIDER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KATELYN KNOX | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRIAN DOWDEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLAY BROUGHTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GAIL STROPE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MELISSA KLEFFNER-WANSING | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NIKKI SCHULTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TONY BRENNEKE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK BONNOT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LORI BRUCE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JENNIFER SCHNIEDERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JONATHAN SCHNIEDERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DARRYL WINEGAR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| COURTNEY PLEUS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL WINTER | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL J BRUNS | EXECUTIVE DIRECTOR Officer | 40 | $65,600 | $21,187 |
| CHRIS SCHNEIDER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KATELYN KNOX | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRIAN DOWDEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JULIE HENTGES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLAY BROUGHTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GAIL STROPE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MELISSA KLEFFNER-WANSING | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAUL MINGUCCI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TONY BRENNEKE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK BONNOT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LORI BRUCE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JENNIFER SCHNIEDERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JONATHAN SCHNIEDERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DARRYL WINEGAR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| COURTNEY PLEUS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL WINTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL J BRUNS | EXECUTIVE DIRECTOR Officer | 40 | $65,600 | $19,794 |
| DOUG HENNON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRIS SCHNEIDER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KATELYN KNOX | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHARI LEPAGE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRIAN DOWDEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JULIE HENTGES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LORI BRUCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC BERNSKOETTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLAY BROUGHTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GAIL STROPE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAUL MINGUCCI | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| STACIE VERSLUES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MELISSA KLEFFNER-WANSING | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PATRICK BONNOT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TONY BRENNEKE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JENNIFER SCHNIEDERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JONATHAN SCHNIEDERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DARRYL WINEGAR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GINA CLEMENT | BOARD MEMBER (08/31/22-12/3122) Trustee or director | 1 | $0 | $0 |
| ANNE ROST | BOARD MEMBER (08/31/22-12/3122) Trustee or director | 1 | $0 | $0 |
| LISA SCHEULEN | BOARD MEMBER (08/31/22-12/3122) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1312 SOUTHWEST BLVD STE 103, JEFFERSON CTY, MO 65109-2462
- Principal officer (990 for 2024)
- MIKE BRUNS, PO BOX 694, JEFFERSON CITY, MO 65102
- Signed the 990
- MIKE BRUNS, OFFICER
- Phone
- (573) 635-6139
- Website
- WWW.HELIASFOUNDATION.ORG
- Return prepared by
- WILLIAMS-KEEPERS LLC
Mission
TO SECURE PRIVATE GIFT SUPPORT, TO INVEST AND DISBURSE THE FUNDS IN ITS CARE, AND TO SUPPLEMENT AND SUPPORT THE MISSION OF THE SCHOOL.
Program accomplishments
- FOUNDATION WAS ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO HELIAS CATHOLIC HIGH SCHOOL THROUGH AN ANNUAL FUND DRIVE, GOLF TOURNAMENT, AND VARIOUS OTHER ACTIVITIES. CONTRIBUTIONS ARE RECEIVED FROM BUSINESSES, ALUMNI, BEQUESTS, AND OTHER PERSONAL DONORS.Expenses $1,551,692 · grants $1,435,186 · revenue $8,995
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 43-1064064
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B25I)
- Assets (IRS master file)
- $24,030,625
- Income (IRS master file)
- $2,707,218
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $2,657,449 | $1,833,171 | $24,030,625 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990 | August 2024 | $2,013,412 | $2,718,917 | $21,562,490 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $1,523,989 | $1,283,742 | $20,050,791 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990 | August 2022 | $1,758,502 | $902,868 | $18,634,145 | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 43-1064064).
Questions about HELIAS FOUNDATION INCORPORATED
- What is the EIN of HELIAS FOUNDATION INCORPORATED?
- The employer identification number (EIN) of HELIAS FOUNDATION INCORPORATED is 43-1064064.
- Is HELIAS FOUNDATION INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to HELIAS FOUNDATION INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HELIAS FOUNDATION INCORPORATED 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 HELIAS FOUNDATION INCORPORATED due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELIAS FOUNDATION INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of HELIAS FOUNDATION INCORPORATED?
- The 990 for the year ended August 31, 2025 names MIKE BRUNS.
- Who are the officers and directors of HELIAS FOUNDATION INCORPORATED?
- The 990 for the year ended August 31, 2025 lists 16 people; 1 received compensation from the organization, the highest $65,600 (MICHAEL J BRUNS, EXECUTIVE DIRECTOR).
- How much revenue does HELIAS FOUNDATION INCORPORATED have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $2,657,449, expenses of $1,833,171 and total assets of $24,030,625 at year end.
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