Mt Helix Park Foundation EIN 33-0859352 Form 990 (PDF) Claim this org

Mt Helix Park Foundation

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Preserves, enhances, and shares a unique outdoor theatre with the community. For fiscal year 2024 it reported $461K in revenue, $494K in expenses, and $3.2M in net assets.Pt I

Type
Public foundation / grantmaker · Foundations & Grantmakers
Location
La Mesa, CA
Website
www.mthelixpark.org
Filings
5 on file (2020–2024)
Revenue
$461KFY2024
Expenses
$494K
Net assets
$3.2M
People
14
Filings
5
Updates
0
More identity details & actions ⌄
EIN  33-0859352 Public foundation / grantmaker La Mesa, CA
Form 990 (PDF)
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Size
$100K–1M
What they do
Preserves, enhances, and shares a unique outdoor theatre with the community.
Leadership
Krista Powers · Executive Director
Money in and out
$461K revenue, $494K expenses
Bottom line
78% program efficiency
Grants paid & assets · FY2024
Total revenue
$461K
Pt VIII · Ln 12
Total expenses
$494K
Pt IX · Ln 25
Net assets
$3.2M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$33K
Where spending went · Part IX cols B–D
Program services $0.78 Management & general $0.16 Fundraising $0.07
Program efficiency
78%
of spending reaches programs▼ -1% vs prior filing year
Operating runway
9.4mo
months of highly liquid reserves at operating expense rate▼ -22% vs prior filing year
Surplus margin
-7%
revenue over expenses, this year▼ -170% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$461K
FY2024▼ -10%
Expenses
$494K
FY2024▲ +8%
Total assets
$3.3M
FY2024▼ -0.8%
Total liabilities
$16K
FY2024▲ +4%
Total revenue
$461K
Pt VIII · Ln 12
Total expenses
$494K
Pt IX · Ln 25
Net assets
$3.2M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$33K
Total assetsPt X · Ln 16$3.3M
Program-expense ratioPt IX · col B78%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 413

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CMt Helix Park Foundation
EINHdr · item D33-0859352
Principal addressHdr · item CLa Mesa, CA
WebsiteHdr · item Jwww.mthelixpark.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T22)
Ruling yearIRS BMFJan 2000

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a13
Independent voting membersPt VI · Ln 1b13
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$0Pt VII · Sec A
Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
Past President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Krista Powers’s $80K as Executive Director is at the 74th percentile of top reported officer pay among 1264 $100K–1M philanthropy & grantmaking 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 · 1 named individual · Part VII

NameFY2023FY2022FY2021FY2020
Krista Powers$80,021$81,333$77,000$80,208

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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Mission & Programs · Part III

Where the work happens

1 program service account for $383K of program spending, described in the organization's own filed words · FY2024.
01

The Mt. Helix Nature Theatre and Park rises up from the valley floor of San Diegos East County, Aptly called, The Crown Jewel of East County. The Mount Helix Nature Theatre and Park has been inspiring residents of southern California with its rugged beauty and scenic views since 1924. Perched atop Mt.

$383Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$297K · 64%
Other revenue$94K · 20%
Program service revenue$59K · 13%
Investment income$11K · 2%
Contributions & grants64%$297K
Other revenue20%$94K
Program service revenue13%$59K
Investment income2%$11K
Total revenueLn 12$461K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.78 Management & general $0.16 Fundraising $0.07
Program services78%$383K
Management & general16%$77K
Fundraising7%$34K
Total functional expensesLn 25$494K

Balance Sheet

Part X · end of year
CashLn 1$387K
Total assetsLn 16$3.3M
Total liabilitiesLn 26$16K
Total net assetsLn 32$3.2M
Months of cash on handcomputed9.4

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $387K · Operating expenses/yr $494K
9.4 months
Where the money goes
Program services
Program services $383K · Total expenses $494K
78%
Management & General
Management & general $77K · Total expenses $494K
16%
Fundraising
Fundraising $34K · Total expenses $494K
7%
Cost to raise $1
Fundraising expense (3-yr avg) $35K · Solicited contributions (3-yr avg) $287K
$0.12 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $297K · Total revenue $461K
64%
Government reliance
Government grants — · Total revenue $461K
Earned-income share
Program service revenue $59K · Total revenue $461K
13%
Investment reliance
Investment income $11K · Total revenue $461K
+2%
Program self-sufficiency
Program service revenue $59K · Total expenses $494K
12%
Growth & trend
Revenue growth (YoY)
This year $461K · Prior year $510K
-10%
Revenue CAGR
FY2020 $254K · FY2024 $461K
+16%
Net-asset trend (YoY)
End of year $3.2M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $461K · Expenses $494K
-7%
Liabilities-to-Assets
Total liabilities — · Total assets $3.3M
Net-asset ratio
Net assets $3.2M · Total assets $3.3M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $3.3M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Krista Powers · Reported title Executive Director · Highest reported compensation $0 · Total expenses $494K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $159K · Total expenses $494K
32%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 78%
Overhead ratio 16%
Fundraising cost ratio 11%
Revenue growth -10%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 4%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$259

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$461K revenue · viewing · ⤓ 990 PDF
FY2023$510K revenue · ⤓ 990 PDF
FY2022$409K revenue · ⤓ 990 PDF
FY2021$482K revenue · ⤓ 990 PDF
FY2020$254K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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