Nonprofit screen
Screen a listHelio Health Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(2)
$109Mrevenue
FY2024 · +29% in 3 yrs1,449staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−1.7%
Months of reserve0.1mo
Revenue growth (annualized)+20.5%
Middle half of peersMedianHelio Health
Where the money goes FY2024 · $111M spent
Programs$97M88%Management and general$14M12%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$1.2M in FY2022 and −$1.9M in FY2024. Cash covers 0.1 months, under the peer median of 0.6.
990 Part I and balance sheetIn its favor3
Strong governance
15 of 15 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 20% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 8 of its 8 returns, 31% of revenue in FY2024. $61M is traced federal awards from Department of Housing and Urban Development.
990 Part VIII · USAspending11funders
$7ka year, last 3 years
97%from its largest funder
Funder’17’18’19’20’21’22’23Finger Lakes Performing Provider System IncStopped after FY2018$7k$17k–The James H Wurz Jr and Edward T Wurz Sr FoundationSince FY2022$10k$10kShamrock Six Foundation IncOn and off$5kJpmorgan Chase FoundationNew in FY2023$50Donor-advised giftsDonors not disclosed$50k$5k$35k$257$180$126
FundedThrough a donor-advised fundStopped