Wisconsin · Nonprofit
Helios Heuristic Inc
Helios Heuristic Inc (Wisconsin) receives grants from 5 organizations whose IRS filings report $276,000 to it, the largest being COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC ($175,000). 1 of them have funded it in more than one year, and 72% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $193k
- Funders on record
- 5
- Grants received
- $276k
- Net assets
- $48k
What Helios Heuristic Inc does
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
As stated on its FY2025 Form 990-EZ.
Programs
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.
$42,796 spentof which $75,000 as grants47% of program spendingTraining 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.
$48,846 spent53% of program spending
The 2 programs described on its FY2025 Form 990-EZ. Program spending in total: $91,642.
The organization over time
Each line starts at 100 in 2023, so what you read is the shape rather than the size: 150 means half as much again as 2023, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $25k to $48k (+92%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
55% of Helios Heuristic Inc’s revenue is contributions — about as donation-reliant as the typical peer (91% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 3 reported years ran a deficit.
Leadership and staff
Chief executive
Patricia Heffernan
Executive Director - Board Chair
As listed on its FY2025 Form 990-EZ.
Who funds it, year by year
2022 → 2023: the base broadened from 1 funder to 3 funders, grant income rose $75k → $80k.
2 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 72% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of Helios Heuristic Inc’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
Helios Heuristic Inc leans on a few funders — its largest provides 63% of grant income and the top three 89%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
98% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Helios Heuristic Inc.
Largest funder’s share by year: 2022 100% · 2023 38% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
72% of Helios Heuristic Inc's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $76k that is directly attributable, 100% of it comes from Wisconsin funders.
Funder states come from each funder’s own filing. $200k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
Helios Heuristic Inc runs a healthier operating margin than half of the 13,062 human services nonprofits its size.
this organization peer median middle 50% of peers· 13,062 human services nonprofits $100k–$1M, FY2025
Organizations like Helios Heuristic Inc
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Wisconsin
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for Helios Heuristic Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds Helios Heuristic Inc?
- Helios Heuristic Inc (Wisconsin) receives grants from 5 organizations whose IRS filings report $276,000 to it, the largest being COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC ($175,000). 1 of them have funded it in more than one year, and 72% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does Helios Heuristic Inc have?
- IRS filings report 5 organizations giving $276,000 in grants to Helios Heuristic Inc, 1 of which have funded it in more than one year.
- Who is the largest funder of Helios Heuristic Inc?
- COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC is the largest funder on record, with $175,000 in grants. The full list of funders is on this page.
- How can an organization like Helios Heuristic Inc find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Wisconsin. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Helios Heuristic →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2023–2025), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing