Small Public Charity

Helios Heuristic Inc

Helios Heuristic Inc is a Small Public Charity headquartered in APPLETON, WI. Financial data from the 2025 filing: $193K revenue, $170K expenses, $48K total assets. 6 publicly reported grants to this organization, totaling roughly $270K, appear in IRS filings.

EIN: 874733490 APPLETON, WI Latest filing: 2025
Total Revenue$193K
Total Expenses$170K
Total Assets$48K
Grant Records6
Funding Total$270K
Filing Years2023–2025

Mission

Helios Heuristic provides wrap-around direct services to families at the intersection of child welfare domestic violence and substance use Through grant funding we provide these services for low to moderate income families We assist with paperwork transportation completing court ordered objectives finding local resources and housing reaching personal recovery goals procuring basic needs strengthening relationships finding community connecting with legal services and locating appropriate mental health and medical care The services are provided 24 hours a day by people with lived experience in these areas Our coaches go through extensive training and mentorship to help others still entangled in the systems Our goal is to help families achieve recovery under the SAMHSA definition SAMHSA defines recovery as a process of change through which individuals improve their health and wellness live a self-directed life and strive to reach their full potential

Officers & Directors

Executive Director - Board Chair Patricia Heffernan
Board Treasurer Serena Cram
Board Secretary Sheng Lee Yang

Officer compensation and complete director data available with membership.

Top Grant Purposes

HUMAN SERVICES
$150,000 2 grants
GENERAL OPERATING SUPPORT
$40,000 1 grant
PROGRAM OPERATING COST
$30,000 1 grant
P: HUMAN SERVICES
$25,000 1 grant
PROGRAM SUPPORT
$25,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $193K $170K $48K
2024 $191K $207K $25K
2023 $169K $140K $42K

Between 2023 and 2025, reported annual revenue grew from $169K to $193K (+14%), with total assets most recently reported at $48K.

Interactive year-over-year charts and full filing details available with membership.

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