Helios Education Foundation

Phoenix, Arizona

B+Health Score
69B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 9 peers in Public & Societal Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org19.24×
Peer Median11.38×
💰
-$12.7M
Total Revenue
📊
$36.9M
Total Expenses
🏦
$710.5M
Net Assets
📋
$30.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-158.3%
Year-over-year change (2022 → 2023)
Net Margin
+390.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
19.24
Net assets divided by total expenses
Liabilities-to-Assets
4.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023-$12,696,190↓158%$36,928,499↓6%$740,953,286↑6%
2022$21,760,037↓69%$39,411,328↓6%$702,121,235↓17%
2021$70,162,749↑40%$41,887,448↑41%$848,817,984↑13%
2020$50,271,699↑82%$29,775,741↑11%$747,899,259↓1%
2019$27,605,974↓19%$26,859,606↓15%$754,497,859↑2%
2018$34,238,622↑53%$31,708,928↓15%$736,397,444↑1%
2017$22,425,740↑538%$37,317,604↑38%$726,413,126↑10%
2016$3,517,524↓86%$27,128,900↑23%$663,380,140↑4%
2015$25,193,827↓78%$22,073,082↓16%$639,307,633↓7%
2014$116,879,357↑271%$26,422,218↑20%$684,234,760↑5%
2013$31,525,249↑150%$21,984,739↓15%$648,898,675↑7%
2012$12,599,294↓12%$25,747,088↑22%$603,762,687↑13%
2011$14,283,400$21,018,425$534,337,381

Frequently Asked Questions

What does Helios Education Foundation do?▼

Helios Education Foundation is a public & societal benefit nonprofit organization based in Arizona. It is classified under NTEE code W600 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Helios Education Foundation financially healthy?▼

Based on our 9-metric Financial Health Score model, Helios Education Foundation has a score of 69/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Helios Education Foundation generate?▼

Helios Education Foundation reports $52.4M in annual revenue and holds $879.7M in total assets, based on IRS filings.

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