Helix Human Services INC FY2023 filing

Tax-deductible

Springfield, MA501(c)(3)Since 1865Human ServicesEIN 04-2105939Revenue $9.5M in FY2023

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.
84¢ of each $1 spent went to programs.
$232K 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

FY2023 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $245K a year · 2% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$232K
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
Worth a look: 0.5 months of spending in cash; under 1.
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
$3.3M
38% of total assets
Looks good: liabilities are 38% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.5M
+1% vs prior year
Spent
$10.5M
To programs
84%
Net assets
$5.4M
By yearFY2020–FY2024
Revenue
$9.5M
FY2023▲ +1%
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
FY2024$11.3M
Expenses
$10.5M
FY2023▲ +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
FY2024$11.5M
Net assets
$5.4M
FY2023▼ -13%
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
FY2024$5.1M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1923.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $8.8M Management & general 15% · $1.6M Fundraising 1% · $107K

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

24 people listed on the 990; $232K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$129,708Pt VII · Sec A
Chief Financial/Administrative Officer
$102,692Pt VII · Sec A
Second Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President Emeritas
$0Pt VII · Sec A
Board Director
$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

NameFY2024FY2024FY2023FY2022FY2021FY2020
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 · $8.8M · in their own filed words · FY2022
01

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…

$3.2Mprogram expense
02

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.

$2.8Mprogram expense
03

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…

$2.8Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$9.5M
Ln 12
Fees for servicesLn 2g$8.1M
Gifts and grantsLn 1h$1.1M
Investment incomeLn 3$224K
Money outPt IX
$10.5M
Ln 25
Programscol B$8.8M
Managementcol C$1.6M
Fundraisingcol D$107K
Owns and owesPt X
$5.4M
net assets · Ln 32
Cash and savingsLn 1–2$394K
Total assetsLn 16$8.7M
LiabilitiesLn 26$3.3M
PeoplePt VI, VII
24
listed · VII A
PaidVII A2
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$1.1M
Fundraising eventsLn 1c$23K
Fees for servicesLn 2g$8.1M
Investment incomeLn 3$224K
Other incomeLn 4–11$50K
Gains on assetsLn 7$123K
Total revenueLn 12$9.5M
Assets in detailPt X, end of year
CashLn 1$394K
Cash and savings togetherLn 1–2$394K
InvestmentsLn 11–13$3.9M
Land, buildings, equipmentLn 10c$2.5M
Other assetsLn 15$515K
Total assetsLn 16$8.7M
LiabilitiesLn 26$3.3M
Net assetsLn 32$5.4M
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 FY23End FY23
Cash and savingsLn 1–2$844K$394K
InvestmentsLn 11–13$3.7M$3.9M
Land, buildings, equipmentLn 10c$2.5M$2.5M
Total assetsLn 16$8.1M$8.7M
LiabilitiesLn 26$1.9M$3.3M
Net assetsLn 32$6.2M$5.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$232K$232K
Other salaries and wagesLn 7$5.6M$5.0M$526K$64K
Other employee benefitsLn 9$615K$553K$59K$3K
Payroll taxesLn 10$540K$462K$72K$5K
Management feesLn 11a$51K$51K
Legal feesLn 11b$151K$151K
Accounting feesLn 11c$61K$61K
Other fees for servicesLn 11g$922K$833K$84K$5K
Office expensesLn 13$505K$400K$102K$3K
OccupancyLn 16$550K$502K$47K$1K
TravelLn 17$186K$172K$14K$188
Conferences, conventions and meetingsLn 19$140K$86K$53K$339
InterestLn 20$55K$28K$27K
Depreciation, depletion and amortizationLn 22$208K$180K$26K$743
InsuranceLn 23$181K$158K$23K
Other expenses (24a–d)Ln 24$424K$392K$28K$3K
All other expensesLn 24e$39K$13K$4K$22K
Total functional expensesLn 25$10.5M$8.8M$1.6M$107K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $10.0M$10.4M−$407K$5.2M 990 PDF
FY2023 Viewing $9.5M$10.5M−$984K$5.4M 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $9,468,971 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $566,544$1,142,090
I-9 Program service revenuePrior year $8,335,751$8,053,019
I-10 Investment incomePrior year $376,854$224,012
I-11 Other revenuePrior year $69,262$49,850
I-12 Total revenuePrior year $9,348,411$9,468,971
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 $6,743,948$6,981,427
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,487,415$3,471,398
I-18 Total expensesPrior year $10,231,363$10,452,825
I-19 Revenue less expensesPrior year −$882,952−$983,854
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
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 $9,468,971 across 9 lines filed
VIII-1c Fundraising events$23,460
VIII-1e Government grants$1,088,824
VIII-1f All other contributions, gifts and grants$29,806
VIII-1h Total contributions, gifts and grants$1,142,090
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,053,019$8,053,019
VIII-3 Investment incomeExcluded from tax $100,908$100,908
VIII-7 Net gain or loss on sales of assetsExcluded from tax $123,104$123,104
VIII-8 Net income from fundraising eventsExcluded from tax $49,850$49,850
VIII-12 Total revenueRelated to mission $8,053,019 · Unrelated business $0 · Excluded from tax $273,862$9,468,971
Part IX · Statement of functional expenses $10,452,825 across 17 lines filed
IX-5 Pay of current officers, directors and key staffManagement $232,400$232,400
IX-7 Other salaries and wagesPrograms $5,004,813 · Management $525,981 · Fundraising $63,947$5,594,741
IX-9 Other employee benefitsPrograms $552,681 · Management $59,287 · Fundraising $2,727$614,695
IX-10 Payroll taxesPrograms $461,776 · Management $72,419 · Fundraising $5,396$539,591
IX-11a Management feesManagement $51,000$51,000
IX-11b Legal feesManagement $150,679$150,679
IX-11c Accounting feesManagement $61,120$61,120
IX-11g Other fees for servicesPrograms $833,246 · Management $84,211 · Fundraising $4,539$921,996
IX-13 Office expensesPrograms $400,070 · Management $102,044 · Fundraising $3,314$505,428
IX-16 OccupancyPrograms $501,617 · Management $47,220 · Fundraising $1,094$549,931
IX-17 TravelPrograms $171,650 · Management $14,240 · Fundraising $188$186,078
IX-19 Conferences, conventions and meetingsPrograms $86,185 · Management $53,230 · Fundraising $339$139,754
IX-20 InterestPrograms $28,097 · Management $26,532$54,629
IX-22 Depreciation, depletion and amortizationPrograms $180,349 · Management $26,497 · Fundraising $743$207,589
IX-23 InsurancePrograms $157,760 · Management $22,916$180,676
IX-24 Other expenses (24a–d)Programs $392,282 · Management $27,833 · Fundraising $3,390$423,505
IX-24e All other expensesPrograms $12,809 · Management $4,486 · Fundraising $21,718$39,013
IX-25 Total functional expensesPrograms $8,783,335 · Management $1,562,095 · Fundraising $107,395$10,452,825
Part X · Balance sheet $8,695,906 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $844,423$394,209
X-4 Accounts receivableStart of year $725,397$1,114,189
X-9 Prepaid expenses and deferred chargesStart of year $232,397$234,456
X-10c Land, buildings and equipment, netStart of year $2,521,755$2,538,435
X-11 Publicly traded securitiesStart of year $3,743,093$3,899,167
X-15 Other assetsStart of year $12,996$515,450
X-16 Total assetsStart of year $8,080,061$8,695,906
X-17 Accounts payable and accrued expensesStart of year $1,135,468$1,252,611
X-19 Deferred revenueStart of year $23,961$21,601
X-25 Other liabilitiesStart of year $0$596,738
X-26 Total liabilitiesStart of year $1,884,022$3,276,645
X-27 Net assets without donor restrictionsStart of year $2,452,946$4,231,440
X-28 Net assets with donor restrictionsStart of year $3,743,093$1,187,821
X-32 Total net assets or fund balancesStart of year $6,196,039$5,419,261
X-33 Total liabilities and net assetsStart of year $8,080,061$8,695,906
Part XI · Reconciliation of net assets $5,419,261 net assets at year end
XI-1 Total revenue$9,468,971
XI-2 Total expenses$10,452,825
XI-3 Revenue less expenses−$983,854
XI-4 Net assets at start of year$6,196,039
XI-5 Net unrealized gains (losses) on investments$172,417
XI-9 Other changes in net assets$34,659
XI-10 Net assets at end of year$5,419,261

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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