Mission
TO ENRICH THE LIVES OF INDIVIDUALS IN ARIZONA AND FLORIDA BY CREATING OPPORTUNITIES FOR SUCCESS IN POST-SECONDARY EDUCATION.
Public Charity
Helios Education Foundation
Helios Education Foundation is a private foundation categorized as Public Charity based in PHOENIX, AZ. Its most recent IRS filing (2025) reports revenue of $52.4M, expenses of $39.6M, total assets of $879.7M. Imperigo tracks 664 reported grants from this foundation totaling approximately $188.7M.
EIN: 942850977
PHOENIX, AZ
Financial Institutions
NTEE: W60
Latest filing: 2025
Total Revenue$52.4M
Total Expenses$39.6M
Total Assets$879.7M
Grants Given664
Grant Total$188.7M
Filing Years2021–2025
Where $100 goes at Helios Education Foundation
How Helios Education Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$84
Programs
the work itself
$16
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $84 for programs
$84
Helios Education Foundation is dedicated to creating opportunities for individuals in arizona and florida to achieve a postsecondary education
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Before you apply to Helios Education Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Sample Grants Given
SEE PART IV
$3,709,120
SEE PART IV
$1,391,693
SEE PART IV
$1,100,000
Arizona Board of Regents
SEE PART IV
$1,100,000
SEE PART IV
$1,000,000
Showing up to 5 of 664 total records — full history available with membership.
Officers & Directors
EXECUTIVE VICE PRESIDENT & COO
Barbara Ryan Thompson
DIRECTOR
Chevy Humphrey
DIRECTOR
Don Aripoli
DIRECTOR
Ioanna Morfessis
DIRECTOR
James Swanson
VICE-CHAIR
Jane Roig
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $52.4M | $39.6M | $879.7M |
| 2024 | $34.6M | $42.0M | $832.9M |
| 2023 | $-12.7M | $36.9M | $741.0M |
| 2022 | $21.8M | $39.4M | $702.1M |
| 2021 | $70.2M | $41.9M | $848.8M |
Between 2021 and 2025, reported annual revenue declined from $70.2M to $52.4M (-25%), with total assets most recently reported at $879.7M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in AZ, CA, DC, FL, IL, MA, and 4 other states.
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Full geographic grant map with state-by-state breakdown available with membership.