Mt Helix Park Foundation FY2020 filing

Tax-deductible

La Mesa, CA501(c)(3)Foundations & GrantmakersEIN 33-0859352Revenue $254K in FY2020

On file with the IRSmthelixpark.org4901 Mount Helix Dr, 91941-4354 · La Mesa, CATax-exempt since Jan 2000Publicly supported charity — 170(b)(1)(A)(vi)

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The mission of the Mt. Helix Park Foundation is to preserve, enhance, enrich, and share the Nature Theatre with neighbors and friends.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$80K 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

FY2020 · 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
4 of 5
filings with a surplus
Average surplus $45K a year · 11% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$80K
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
Cash reserves
25 mo
of spending, in cash
Looks good: 24.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $259
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$58K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$254K
Spent
$252K
To programs
83%
Net assets
$3.0M
By yearFY2020–FY2024
Revenue
$254K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$254K
FY2021$482K
FY2022$409K
FY2023$510K
FY2024$461K
Expenses
$252K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$252K
FY2021$302K
FY2022$381K
FY2023$458K
FY2024$494K
Net assets
$3.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.0M
FY2021$3.2M
FY2022$3.2M
FY2023$3.3M
FY2024$3.2M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 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 2000.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $209K Management & general 8% · $21K Fundraising 9% · $23K

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

16 people listed on the 990; $80K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$80,208Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Development VP
$0Pt VII · Sec A
Operations VP
$0Pt VII · Sec A
Past President
$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 1265 $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.

See Mt Helix Park Foundation executive salaries →

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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

Preserves, enhances, and shares a unique outdoor theatre with the community.

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Provided by the organization

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1 program · $209K · in their own filed words · FY2020
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.

$209Kprogram 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 1 funder$259

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$254K
Ln 12
Gifts and grantsLn 1h$154K
Other incomeLn 4–11$88K
Fees for servicesLn 2g$12K
Money outPt IX
$252K
Ln 25
Programscol B$209K
Managementcol C$21K
Fundraisingcol D$23K
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$518K
Total assetsLn 16$3.1M
LiabilitiesLn 26$58K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$154K
Noncash giftsLn 1g$20K
Fundraising eventsLn 1c$78K
Fees for servicesLn 2g$12K
Investment incomeLn 3$877
Other incomeLn 4–11$88K
Total revenueLn 12$254K
Assets in detailPt X, end of year
CashLn 1$40K
SavingsLn 2$478K
Cash and savings togetherLn 1–2$518K
Land, buildings, equipmentLn 10c$2.5M
Other assetsLn 15$51K
Total assetsLn 16$3.1M
LiabilitiesLn 26$58K
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 52
VolunteersI 6100
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$517K$518K
Land, buildings, equipmentLn 10c$2.5M$2.5M
Total assetsLn 16$3.0M$3.1M
LiabilitiesLn 26$8K$58K
Net assetsLn 32$3.0M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$80K$60K$4K$16K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$32K$22K$8K$1K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$9K$6K$956$1K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$2K$2K
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$29K$29K
Advertising and promotionLn 12$484$484
Office expensesLn 13$8K$6K$1K$662
Information technologyLn 14$5K$5K
RoyaltiesLn 15$0
OccupancyLn 16$7K$5K$1K$709
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$26K$26K
InsuranceLn 23$9K$6K$2K$900
Other expenses (24a–d)Ln 24$39K$37K$827$413
All other expensesLn 24e$7K$5K$792$1K
Total functional expensesLn 25$252K$209K$21K$23K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $461K$494K−$33K$3.2M 990 PDF
FY2023 $510K$458K$52K$3.3M 990 PDF
FY2022 $409K$381K$27K$3.2M 990 PDF
FY2021 $482K$302K$180K$3.2M 990 PDF
FY2020 Viewing $254K$252K$1K$3.0M 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 FY2020 990 (6 parts)
Part I · Summary $253,714 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $183,670$153,592
I-9 Program service revenuePrior year $10,990$11,548
I-10 Investment incomePrior year $2,871$877
I-11 Other revenuePrior year $51,117$87,697
I-12 Total revenuePrior year $248,648$253,714
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $113,006$120,575
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $154,088$131,894
I-18 Total expensesPrior year $267,094$252,469
I-19 Revenue less expensesPrior year −$18,446$1,245
Part VI · Governance 16 of 16 board members independent, 2 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $253,714 across 10 lines filed
VIII-1b Membership dues$43,508
VIII-1c Fundraising events$77,776
VIII-1f All other contributions, gifts and grants$32,308
VIII-1g Noncash contributions (included above)$20,051
VIII-1h Total contributions, gifts and grants$153,592
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,548$11,548
VIII-3 Investment incomeExcluded from tax $877$877
VIII-6 Net rental income or lossExcluded from tax $91,731$91,731
VIII-8 Net income from fundraising events−$4,034
VIII-12 Total revenueRelated to mission $11,548 · Excluded from tax $92,608$253,714
Part IX · Statement of functional expenses $252,469 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $60,156 · Management $4,010 · Fundraising $16,042$80,208
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $22,113 · Management $8,109 · Fundraising $1,368$31,590
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $6,459 · Management $956 · Fundraising $1,362$8,777
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $1,500$1,500
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $28,886$28,886
IX-12 Advertising and promotionPrograms $484$484
IX-13 Office expensesPrograms $5,719 · Management $1,324 · Fundraising $662$7,705
IX-14 Information technologyPrograms $5,365$5,365
IX-15 Royalties$0
IX-16 OccupancyPrograms $4,966 · Management $1,419 · Fundraising $709$7,094
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $25,906$25,906
IX-23 InsurancePrograms $6,302 · Management $1,800 · Fundraising $900$9,002
IX-24 Other expenses (24a–d)Programs $37,283 · Management $827 · Fundraising $413$38,523
IX-24e All other expensesPrograms $5,167 · Management $792 · Fundraising $1,470$7,429
IX-25 Total functional expensesPrograms $208,806 · Management $20,737 · Fundraising $22,926$252,469
Part X · Balance sheet $3,085,376 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $31,851$39,697
X-2 Savings and temporary cash investmentsStart of year $484,706$477,920
X-9 Prepaid expenses and deferred chargesStart of year $3,642$3,642
X-10c Land, buildings and equipment, netStart of year $2,465,285$2,513,203
X-15 Other assetsStart of year $50,914$50,914
X-16 Total assetsStart of year $3,041,398$3,085,376
X-17 Accounts payable and accrued expensesStart of year $7,167$29,021
X-19 Deferred revenue$7,854
X-24 Unsecured notes and loans payable$21,300
X-25 Other liabilitiesStart of year $800$150
X-26 Total liabilitiesStart of year $7,967$58,325
X-27 Net assets without donor restrictionsStart of year $699,017$692,637
X-28 Net assets with donor restrictionsStart of year $2,334,414$2,334,414
X-32 Total net assets or fund balancesStart of year $3,033,431$3,027,051
X-33 Total liabilities and net assetsStart of year $3,041,398$3,085,376
Part XI · Reconciliation of net assets $3,027,051 net assets at year end
XI-1 Total revenue$253,714
XI-2 Total expenses$252,469
XI-3 Revenue less expenses$1,245
XI-4 Net assets at start of year$3,033,431
XI-8 Prior period adjustments−$7,625
XI-10 Net assets at end of year$3,027,051

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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