Helix Human Services INC FY2022 filing

Tax-deductible

Springfield, MA501(c)(3)Since 1865Human ServicesEIN 04-2105939Revenue $9.3M in FY2022

On file with the IRShelixhumanservices.org44 Sherman St, 01109-3517 · Springfield, MATax-exempt since Jan 1923Publicly supported — 509(a)(2)

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Helix Human Services is dedicated to partnering with families by providing innovative and educational programs and Services that strengthen children and families; empowering them to succeed at home, within the community, and throughout life.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$243K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $233K a year · 2% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$243K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $19K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.9M
23% of total assets
Looks good: liabilities are 23% of assets; 50% or less.
Pt X · Ln 26
Independent board members
23
of 23 voting members
Looks good: 23 of 23 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.3M
-16% vs prior year
Spent
$10.2M
To programs
81%
Net assets
$6.2M
By yearFY2020–FY2025
Revenue
$9.3M
FY2022▼ -16%
Tap a bar for its year
Revenue by fiscal year
FY2020$10.8M
FY2021$11.1M
FY2022$9.3M
FY2023$9.5M
FY2024$10.0M
FY2025$11.3M
Expenses
$10.2M
FY2022▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$10.5M
FY2021$10.4M
FY2022$10.2M
FY2023$10.5M
FY2024$10.4M
FY2025$11.5M
Net assets
$6.2M
FY2022▼ -23%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.5M
FY2021$8.0M
FY2022$6.2M
FY2023$5.4M
FY2024$5.2M
FY2025$5.1M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1923.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $8.3M Management & general 18% · $1.8M Fundraising 1% · $105K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990; $243K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Director
$139,625Pt VII · Sec A
Director of Education
$103,500Pt VII · Sec A
$0Pt VII · Sec A
President Emeritas
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
2nd Vice President
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A

Mark Paglia’s $162K as Executive Director is at the 26th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Mark Paglia$162,462$144,616————
William Davila——$129,708$139,625——
Monique Vasquez$132,600$118,462$102,692———
Yamilca Nogue$122,400—————
Leslie Fisher-Katz—————$111,523
Ama Bortsie$107,060—————
Gina Coleman———$103,500$103,385—
Brenda Trierweiller—————$103,119

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides educational, residential, and family services to improve lives of at-risk children and families.

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Provided by the organization

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3 programs · $7.0M · in their own filed words · FY2021
01

Our mill pond campus houses are dese approved special education schools serving students from grades 1 to 12. The children's study home schools provide strong academic education in a structured behavioral environment, children in our schools follow individually designed behavioral plans that help them improve academic performance as well…

$3.2Mprogram expense
02

Helix human services, inc. (the home) operates three intensive residential programs serving boys and girls from ages 6 to 18. With three programs in springfield, we serve children throughout the commonwealth and provide structured settings with strong staff supervision and carefully designed clinical, life skill, transitional support and…

$2.7Mprogram expense
03

These growing programs reflect our commitment to "building healthy families". We believe that family is the center of a child's life experience, and that whenever possible, preservation of the family unit should be supported.

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 2 funders$19K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$9.3M
Ln 12
Fees for servicesLn 2g$8.3M
Gifts and grantsLn 1h$567K
Investment incomeLn 3$377K
Money outPt IX
$10.2M
Ln 25
Programscol B$8.3M
Managementcol C$1.8M
Fundraisingcol D$105K
Owns and owesPt X
$6.2M
net assets · Ln 32
Cash and savingsLn 1–2$844K
Total assetsLn 16$8.1M
LiabilitiesLn 26$1.9M
PeoplePt VI, VII
21
listed · VII A
PaidVII A2
Voting boardVI 1a23
IndependentVI 1b23
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$567K
Government grantsLn 1e$531K
Fees for servicesLn 2g$8.3M
Investment incomeLn 3$377K
Other incomeLn 4–11$69K
Gains on assetsLn 7$291K
Total revenueLn 12$9.3M
Assets in detailPt X, end of year
CashLn 1$844K
Cash and savings togetherLn 1–2$844K
InvestmentsLn 11–13$3.7M
Land, buildings, equipmentLn 10c$2.5M
Other assetsLn 15$13K
Total assetsLn 16$8.1M
LiabilitiesLn 26$1.9M
Net assetsLn 32$6.2M
OperationsPt I, VI
EmployeesI 5210
VolunteersI 621
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$1.9M$844K
InvestmentsLn 11–13$4.3M$3.7M
Land, buildings, equipmentLn 10c$2.2M$2.5M
Total assetsLn 16$9.6M$8.1M
LiabilitiesLn 26$1.6M$1.9M
Net assetsLn 32$8.0M$6.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$243K$243K
Other salaries and wagesLn 7$5.4M$4.8M$490K$54K
Other employee benefitsLn 9$575K$536K$39K−$197
Payroll taxesLn 10$572K$489K$78K$4K
Legal feesLn 11b$399K$399K
Accounting feesLn 11c$64K$64K
Other fees for servicesLn 11g$1.2M$1.0M$155K$3K
Office expensesLn 13$397K$216K$165K$15K
OccupancyLn 16$457K$394K$61K$2K
TravelLn 17$129K$120K$10K
Conferences, conventions and meetingsLn 19$90K$38K$52K$504
InterestLn 20$31K$31K
Depreciation, depletion and amortizationLn 22$196K$166K$31K
InsuranceLn 23$194K$167K$27K
Other expenses (24a–d)Ln 24$317K$315K$417$1K
All other expensesLn 24e$30K$78$5K$25K
Total functional expensesLn 25$10.2M$8.3M$1.8M$105K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $11.3M$11.5M−$171K$5.1M 990 PDF
FY2024 $10.0M$10.4M−$407K$5.2M 990 PDF
FY2023 $9.5M$10.5M−$984K$5.4M 990 PDF
FY2022 Viewing $9.3M$10.2M−$883K$6.2M 990 PDF
FY2021 $11.1M$10.4M$722K$8.0M 990 PDF
FY2020 $10.8M$10.5M$326K$6.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $9,348,411 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,498,395$566,544
I-9 Program service revenuePrior year $9,544,470$8,335,751
I-10 Investment incomePrior year $56,243$376,854
I-11 Other revenuePrior year $24,371$69,262
I-12 Total revenuePrior year $11,123,479$9,348,411
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,578,777$6,743,948
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,822,411$3,487,415
I-18 Total expensesPrior year $10,401,188$10,231,363
I-19 Revenue less expensesPrior year $722,291−$882,952
Part VI · Governance 23 of 23 board members independent, no flags
VI-1a Voting members of the governing body23
VI-1b Independent voting members23
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $9,348,411 across 8 lines filed
VIII-1e Government grants$530,676
VIII-1f All other contributions, gifts and grants$35,868
VIII-1h Total contributions, gifts and grants$566,544
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,335,751$8,335,751
VIII-3 Investment incomeExcluded from tax $86,300$86,300
VIII-7 Net gain or loss on sales of assetsExcluded from tax $290,554$290,554
VIII-8 Net income from fundraising eventsExcluded from tax $69,262$69,262
VIII-12 Total revenueRelated to mission $8,335,751 · Unrelated business $0 · Excluded from tax $446,116$9,348,411
Part IX · Statement of functional expenses $10,231,363 across 16 lines filed
IX-5 Pay of current officers, directors and key staffManagement $243,362$243,362
IX-7 Other salaries and wagesPrograms $4,810,095 · Management $490,459 · Fundraising $53,755$5,354,309
IX-9 Other employee benefitsPrograms $535,652 · Management $39,147 · Fundraising −$197$574,602
IX-10 Payroll taxesPrograms $488,825 · Management $78,488 · Fundraising $4,362$571,675
IX-11b Legal feesManagement $399,442$399,442
IX-11c Accounting feesManagement $63,650$63,650
IX-11g Other fees for servicesPrograms $1,025,627 · Management $154,744 · Fundraising $3,281$1,183,652
IX-13 Office expensesPrograms $216,220 · Management $164,933 · Fundraising $15,486$396,639
IX-16 OccupancyPrograms $394,205 · Management $61,245 · Fundraising $1,977$457,427
IX-17 TravelPrograms $119,688 · Management $9,553$129,241
IX-19 Conferences, conventions and meetingsPrograms $37,587 · Management $51,608 · Fundraising $504$89,699
IX-20 InterestPrograms $30,815$30,815
IX-22 Depreciation, depletion and amortizationPrograms $165,872 · Management $30,617$196,489
IX-23 InsurancePrograms $166,887 · Management $27,056$193,943
IX-24 Other expenses (24a–d)Programs $315,006 · Management $417 · Fundraising $1,247$316,670
IX-24e All other expensesPrograms $78 · Management $4,969 · Fundraising $24,701$29,748
IX-25 Total functional expensesPrograms $8,306,557 · Management $1,819,690 · Fundraising $105,116$10,231,363
Part X · Balance sheet $8,080,061 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,889,586$844,423
X-4 Accounts receivableStart of year $960,718$725,397
X-9 Prepaid expenses and deferred chargesStart of year $234,487$232,397
X-10c Land, buildings and equipment, netStart of year $2,182,040$2,521,755
X-11 Publicly traded securitiesStart of year $4,343,340$3,743,093
X-15 Other assetsStart of year $12,996$12,996
X-16 Total assetsStart of year $9,623,167$8,080,061
X-17 Accounts payable and accrued expensesStart of year $810,013$1,135,468
X-19 Deferred revenueStart of year $16,043$23,961
X-26 Total liabilitiesStart of year $1,616,827$1,884,022
X-27 Net assets without donor restrictionsStart of year $3,663,000$2,452,946
X-28 Net assets with donor restrictionsStart of year $4,343,340$3,743,093
X-32 Total net assets or fund balancesStart of year $8,006,340$6,196,039
X-33 Total liabilities and net assetsStart of year $9,623,167$8,080,061
Part XI · Reconciliation of net assets $6,196,039 net assets at year end
XI-1 Total revenue$9,348,411
XI-2 Total expenses$10,231,363
XI-3 Revenue less expenses−$882,952
XI-4 Net assets at start of year$8,006,340
XI-5 Net unrealized gains (losses) on investments−$750,886
XI-9 Other changes in net assets−$176,464
XI-10 Net assets at end of year$6,196,039

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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