Nonprofit · EIN 87-4733490
HELIOS HEURISTIC INC
Tax-exempt · APPLETON, WI 54915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $192,920 | $170,072 | $22,848 | $47,686 | – | $47,686 |
| December 31, 2024 | 990-EZ | $190,546 | $206,780 | -$16,234 | $24,838 | $0 | $24,838 |
| December 31, 2023 | 990-EZ | $168,793 | $140,068 | $28,725 | $42,121 | $6,978 | $35,143 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $105,935
- Program service revenue
- $86,870
- Other revenue
- $115
Expenses
- Compensation of officers, directors and key employees
- $82,356
- Salaries, compensation and benefits (total)
- $143,568
- Professional fees and payments to contractors
- $6,958
- Occupancy
- $12,880
- Other expenses
- $6,666
- Program services (functional)
- $91,642
Balance sheet and other
- Total assets, start of year
- $24,838
- Total assets, end of year
- $47,686
- Total liabilities, end of year
- –
- Net assets, end of year
- $47,686
- Cash, savings and investments
- $45,886
- Gross receipts
- $192,920
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Patricia Heffernan | Executive Director - Board Chair | 50 | $82,356 | $3,856 |
| Sheng Lee Yang | Board Secretary | 2 | $0 | $0 |
| Serena Cram | Board Treasurer | 2 | $0 | $0 |
990-EZ for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patricia Heffernan | Executive Director | 50 | $53,471 |
| Laura Kuehl | Director | 2 | $0 |
| Dustin Kourey | Director | 2 | $0 |
| Cathy Thompson | DirectorTreasurer | 1.99 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patricia Heffernan | Executive Director | 50 | $69,989 |
| Laura Kuehl | Director | 2 | $0 |
| Cathy Thompson | DirectorTreasurer | 2 | $0 |
| Dustin Kourey | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 101 W EDISON AVE STE 235, APPLETON, WI 54915-1307
- In care of
- % PATRICIA HEFFERNAN
- Mailing address (990-N for 2022)
- 601 12 W COLLEGE AVE STE 1, APPLETON WI 549115820
- Principal officer (990-N for 2022)
- Patricia Heffernan, 601 12 W College Avenue, Suite 1, Appleton WI 54911
- Signed the 990-EZ
- Jennifer Sorensen, Bookkeeper
Mission
Helios Heuristic provides wrap-around direct services to families at the intersection of child welfare domestic violence and substance use Through grant funding we provide these services for low to moderate income families We assist with paperwork transportation completing court ordered objectives finding local resources and housing reaching personal recovery goals procuring basic needs strengthening relationships finding community connecting with legal services and locating appropriate mental health and medical care The services are provided 24 hours a day by people with lived experience in these areas Our coaches go through extensive training and mentorship to help others still entangled in the systems Our goal is to help families achieve recovery under the SAMHSA definition SAMHSA defines recovery as a process of change through which individuals improve their health and wellness live a self-directed life and strive to reach their full potential
Program accomplishments
- ROSC Program: A Recovery-Oriented System of Care is a coordinated network of community-based services designed to support long-term recovery from substance use and mental health disorders. It shifts from short-term crisis-oriented care to a holistic person-centered approach focusing on continuous support peer services and community inclusion rather than just symptom reduction.Expenses $42,796 · grants $75,000
- Training Services: Helios Heuristic offers training and consulting services to help individuals and organizations better serve their communities. We are proud to be able to offer the full catalog of CCAR curriculum. Our other training offerings: Leadership Development Into to Cultural Humility Healing Centered Engagement The Foster Experience and more. Contracted service plans can be tailored to deliver specific outcomes and consultation as needed on an ongoing basis.Expenses $48,846
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 87-4733490
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P50)
- Assets (IRS master file)
- $47,686
- Income (IRS master file)
- $192,920
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $192,920 | $170,072 | $47,686 | IRS |
| 990-EZ | December 2024 | $190,546 | $206,780 | $24,838 | XML |
| 990-EZ | December 2023 | $168,793 | $140,068 | $42,121 | XML |
| 990-N for 2022 Officer: Patricia Heffernan | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
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 87-4733490).
Questions about HELIOS HEURISTIC INC
- What is the EIN of HELIOS HEURISTIC INC?
- The employer identification number (EIN) of HELIOS HEURISTIC INC is 87-4733490.
- Is HELIOS HEURISTIC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to HELIOS HEURISTIC INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HELIOS HEURISTIC 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 HEURISTIC INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELIOS HEURISTIC INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of HELIOS HEURISTIC INC?
- The 990-N for 2022 names Patricia Heffernan.
- Who are the officers and directors of HELIOS HEURISTIC INC?
- The 990-EZ for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $82,356 (Patricia Heffernan, Executive Director - Board Chair).
- How much revenue does HELIOS HEURISTIC INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $192,920, expenses of $170,072 and total assets of $47,686 at year end.
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