2024-02-09T10:36:14-06:00 2023-03-31 366055558 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2022-04-01 842885336 HELIX BAR REVIEW INC HELI 4846533300 10 NORTH HIGH STREET STE 400 WEST CHESTER PA 19380 CHRISTOPHER CHAPMAN PRESIDENT 4846533300 2024-02-09 1 CHRISTOPHER CHAPMAN 999009999 0 ALYCIA SOLECKI P01272637 2155614200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER CHAPMAN 10 NORTH HIGH STREET STE 400 WEST CHESTER PA 19380 341772 0 X HTTPS://WWW.HELIXBARREVIEW.ORG/ X 2019 DE SEE SCHEDULE OTO DEVELOP AND OPERATE A NOT-FOR-PROFIT LEGAL STUDIES COURSE FOR STUDENTS COMPLETING LAW SCHOOL AND PREPARING TO TAKE THE BAR EXAMINATION. 5 4 0 4 0 0 0 0 0 0 0 0 -9250 129085 -9250 129085 74886 512635 0 0 3403761 5515955 0 0 0 1319389 2582212 4798036 8610802 -4807286 -8481717 7336429 9592672 280494 667430 7055935 8925242 X SEE SCHEDULE O 0 0 7290802 512635 129085 THE PROGRAM WILL GATHER THE SUBSTANTIVE INFORMATION THAT CAN BE TESTED ON THE BAR EXAMINATION, ORGANIZE IT IN A WAY THAT MAXIMIZES ITS EFFICIENCY AND EFFECTIVENESS, AND TEACH IT IN A MANNER THAT SHOULD SUPPORT AND INSPIRE STUDENTS TO ALLOCATE SUFFICIENT TIME TO ENGAGE WITH AND UNDERSTAND THE MATERIALS. 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THE COMPANY HAS NO UNCERTAIN TAX POSITIONS MEETING THE THRESHOLD. 1 PONTIFICAL CATHOLIC UNIVERSITY OF PUERTO RICO 2250 BLV LUIS A FERRE AQUAYO STREET PONCE PR 007170655 660191965 501(C)(3) 24000 0 BAR EXAM PROGRAM SUPPORT UNIVERSITY OF PUERTO RICO SCHOOL OF LAW TRUST 7 AVE UNIVERSIDAD STE 701 SAN JUAN PR 009252527 666012387 501(C)(3) 24000 0 BAR EXAM PROGRAM SUPPORT INTER AMERICAN UNIVERSITY OF PUERTO RICO PO BOX 363255 SAN JUAN PR 009363255 660177776 501(C)(3) 24000 0 BAR EXAM PROGRAM SUPPORT RUTGERS UNIVERSITY SCHOOL OF LAW 35 KNIGHTSBRIDGE ROAD PISCATAWAY NJ 08854 226001086 GOVERNMENT ENTITY 0 22781 FMV OTHER - EDUCATION BAR EXAM PROGRAM SUPPORT JOHN F KENNEDY SCHOOL OF LAW AT NORTHCENTRAL UNIVERSITY 100 ELLINWOOD WAY PLEASANT HILL CA 94523 453997908 501(C)(3) 0 16786 FMV OTHER - EDUCATION BAR EXAM PROGRAM SUPPORT BOSTON UNIVERSITY SCHOOL OF LAW 881 COMMONWEALTH AVE BOSTON MA 02215 042103547 501(C)(3) 0 16786 FMV OTHER - EDUCATION BAR EXAM PROGRAM SUPPORT NEW ENGLAND LAW - BOSTON 154 STUART STREET BOSTON MA 02116 042152671 501(C)(3) 0 15587 FMV OTHER - 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THE CORPORATION GENERALLY REQUIRES GRANTEES TO EXECUTE A WRITTEN GRANT AGREEMENT WHICH, AMONG OTHER THINGS, SPECIFIES THE TERMS AND CONDITIONS BY WHICH THE SUBJECT OF THE GRANT, INCLUDING GRANT FUNDS AND/OR IN-KIND PRODUCTS AND SERVICES, MAY BE UTILIZED, AS WELL AS ANY INTERIM, FINAL OR ONGOING REPORTING REQUIREMENTS TO THE CORPORATION AS TO THE USE OF THE GRANT. ALL GRANT AGREEMENTS ARE MONITORED FOR COMPLIANCE THROUGH THE CORPORATION'S GRANTS ADMINISTRATION OFFICE, WHICH REPORTS TO THE CORPORATION'S GENERAL COUNSEL. X 1 1 0 1 0 0 0 0 0 0 0 CHRISTOPHER P CHAPMAN BOARD CHAIR/PRESIDENT & CEO 202575 472674 50370 117530 46100 107566 32223 75186 12188 28440 343456 801396 0 130860 DEBRA SWARTZ ASSISTANT SECRETARY 0 272123 0 52300 0 24560 0 66923 0 26464 0 442370 0 0 CYNTHIA A CASSITY COO 122525 122524 24800 24800 11411 11411 21083 21082 7691 7690 187510 187507 0 0 SAMUEL GEENHALGH JR ASSISTANT TREASURER 0 227272 0 32900 0 540 0 18987 0 40916 0 320615 0 0 LYSSA L THADEN VP, HELIX BAR REVIEW 210949 0 0 0 810 0 14584 0 26483 0 252826 0 0 0 SUNIATI K KUNG MANAGING DIR - HELIX BAR REVIEW 170742 0 0 0 1242 0 14466 0 40936 0 227386 0 0 0 OLGA O'DONNELL ASSISTANT SECRETARY 0 150527 0 0 0 516 0 12791 0 15529 0 179363 0 0 KIMBERLY WOLENBERG MANAGING DIR - HELIX BAR REVIEW 151482 0 0 0 422 0 10708 0 13131 0 175743 0 0 0 ALLISON BETH ROBBINS DIRECTOR - GRADING SERVICES & IN SCH 161023 0 0 0 521 0 5071 0 2766 0 169381 0 0 0 FIDEL CALERO NATIONAL DIR - HELIX BAR REVIEW 121756 0 0 0 381 0 9809 0 24983 0 156929 0 0 0 PART I, LINE 1A THE ORGANIZATION WILL REIMBURSE MEMBERSHIP FEES TO HEALTH CLUBS FOR ALL EMPLOYEES UP TO A MAXIMUM OF $400 PER YEAR FOR ANY EMPLOYEE WHO PROVIDES SUFFICIENT SUBSTANTIATION AS REQUIRED UNDER THE ORGANIZATION'S POLICY RELATED THERETO. PART I, LINE 3 HELIX BAR REVIEW, INC. RELIES ON ITS SOLE MEMBER, ACCESSLEX INSTITUTE (ACCESSLEX), TO DETERMINE COMPENSATION FOR THE OFFICERS OF HELIX BAR REVIEW, INC. ACCESSLEX USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORMS 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND STUDIES, AND APPROVAL BY ITS COMPENSATION AND BENEFITS COMMITTEE TO ESTABLISH COMPENSATION. PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CHRISTOPHER CHAPMAN - $83,010 DEBRA SWARTZ - $44,571 CYNTHIA CASSITY - $20,571 THE ORGANIZATION'S SOLE MEMBER, ACCESSLEX, SPONSORS A NONQUALIFIED, SUPPLEMENTAL RETIREMENT PLAN DESCRIBED IN 457(F) OF THE INTERNAL REVENUE CODE WHICH IS AVAILABLE TO CERTAIN, ELIGIBLE SENIOR EXECUTIVES. THE PLAN IS UNFUNDED AND THE ASSETS REMAIN SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE PRIOR TO VESTING AND DISTRIBUTION TO A PARTICIPANT PURSUANT TO THE TERMS AND CONDITIONS OF THE PLAN. FOR THIS REPORTING PERIOD, CHRISTOPHER CHAPMAN, DEBRA SWARTZ AND CYNTHIA CASSITY WERE SENIOR EXECUTIVES OF HELIX BAR REVIEW, INC. THAT WERE ELIGIBLE TO RECEIVE A CONTRIBUTION CREDIT. PART II COLUMN (F) CURRENT YEAR DISCLOSURE OF COMPENSATION REPORTED AS DEFERRED ON PRIOR FORMS 990 REPRESENTS NON-CASH AMOUNTS INCLUDED WITHIN THE CURRENT YEAR COMPENSATION TOTALS THAT HAVE VESTED AND BEEN PREVIOUSLY REPORTED, BUT NOT PAID, ON THE FORMS 990 PREPARED AND FILED FOR PRIOR FISCAL YEARS. PART VII AND SCHEDULE J ALL COMPENSATION IS PAID BY THE ORGANIZATION'S SOLE MEMBER ACCESSLEX, HELIX LEASES ITS EMPLOYEES FROM ACCESSLEX. THE TOTAL OF COMPENSATION EXPENSE RECORDED BY BOTH ORGANIZATIONS, WHEN COMBINED, AGREE TO THE FORM W2 FILED BY ACCESSLEX INSTITUTE. FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION THE CORPORATION WILL DEVELOP AND OPERATE A NOT-FOR-PROFIT LEGAL STUDIES COURSE FOR STUDENTS COMPLETING LAW SCHOOL AND PREPARING TO TAKE THE BAR EXAMINATION (THE "PROGRAM"). THE PROGRAM WILL RELY ON THE LATEST PROVEN LEARNING SCIENCE AND STATE-OF-THE-ART TECHNOLOGY AND WILL DRAW ON THE SOLE MEMBER'S PAST EXPERIENCES WITH INTRODUCING SERVICES INTO THE LEGAL EDUCATION ECOSYSTEM, TO OFFER THE INFORMATION, TOOLS AND OTHER RESOURCES NEEDED FOR LAW SCHOOL GRADUATES TO EFFICIENTLY AND EFFECTIVELY PREPARE FOR THE BAR EXAMINATION AND APPLY THEIR LEGAL EDUCATION IN PRACTICAL SETTINGS. MORE SPECIFICALLY, THE PROGRAM WILL GATHER THE SUBSTANTIVE INFORMATION THAT CAN BE TESTED ON THE BAR EXAMINATION, ORGANIZE IT IN A WAY THAT MAXIMIZES ITS EFFICIENCY AND EFFECTIVENESS AND TEACH IT IN A MANNER THAT SHOULD SUPPORT AND INSPIRE STUDENTS TO ALLOCATE SUFFICIENT TIME TO ENGAGE WITH AND UNDERSTAND THE MATERIALS. THE PROGRAM WILL BE OPEN TO ALL PERSONS WHO ARE INTERESTED, ALTHOUGH IT IS EXPECTED THAT NEARLY ALL PARTICIPANTS WILL BE RECENT LAW SCHOOL GRADUATES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS, LINE 6, 7A AND 7B ACCESSLEX INSTITUTE IS THE SOLE MEMBER OF HELIX BAR REVIEW, INC AND HAS THE RIGHT TO ELECT DIRECTORS OF HELIX BAR REVIEW, INC. THE ARTICLES AND BYLAWS OF HELIX BAR REVIEW, INC DESCRIBE CERTAIN RIGHTS RESERVED TO THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION UNDER PART VI, LINE 6. FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION UNDER PART VI, LINE 6. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THIS IRS FORM 990 WAS PREPARED BY THE ORGANIZATION'S MANAGEMENT, IN CONSULTATION WITH THE ORGANIZATION'S EXTERNAL TAX ACCOUNTANTS AND ATTORNEYS. A COMPLETE COPY OF THIS FORM 990, INCLUDING ALL REQUIRED SCHEDULES, WAS MADE AVAILABLE TO EACH OF THE ORGANIZATION'S DIRECTORS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES EACH INTERESTED PERSON (DEFINED AS THE ORGANIZATION'S DIRECTORS, OFFICERS, AND KEY EMPLOYEES) TO DISCLOSE ANY FINANCIAL INTEREST (CERTAIN OWNERSHIP INTEREST OR COMPENSATION ARRANGEMENTS) THEY MAY HAVE IN CONNECTION WITH A PROPOSED TRANSACTION BETWEEN THE ORGANIZATION AND A THIRD PARTY. THE BOARD OF DIRECTORS WILL DETERMINE IF SUCH FINANCIAL INTEREST CONSTITUTES A CONFLICT OF INTEREST AND WILL EMPLOY THE POLICY'S PROCEDURES FOR ADDRESSING ANY SUCH CONFLICT. ALL INTERESTED PERSONS PROVIDE A WRITTEN CERTIFICATION ANNUALLY AFFIRMING THAT THEY HAVE RECEIVED AND UNDERSTAND THE POLICY AND AGREE TO COMPLY WITH IT, AND LISTING ANY CONFLICTS, BUSINESS RELATIONSHIPS OR FAMILY RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT. THE BOARD OF DIRECTORS CONSIDERS ALL DISCLOSED ISSUES AND MANAGEMENT MONITORS AND REPORTS ANY ACTUAL OR POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION OF THE PRESIDENT AND CEO THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE ORGANIZATION IS DELEGATED BY THE SOLE MEMBER'S BOARD OF DIRECTORS TO ITS COMPENSATION AND BENEFITS COMMITTEE, WITH SUCH COMMITTEE COMPRISED OF OUTSIDE, INDEPENDENT DIRECTORS. IT IS THE PRACTICE OF THE COMPENSATION AND BENEFITS COMMITTEE TO REVIEW THE PERFORMANCE OF THE ORGANIZATION'S PRESIDENT AND CEO PERIODICALLY (GENERALLY ON AN ANNUAL BASIS) AND TO PERIODICALLY ENGAGE A THIRD-PARTY, INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH THE MARKET COMPENSATION RANGE FOR THE POSITION. THIS CONSULTANT GENERALLY ESTABLISHES THIS RANGE BY IDENTIFYING THE COMPENSATION OF A PARALLEL POSITION AT COMPARABLE ORGANIZATIONS AND TAKING VARIOUS FACTORS INTO ACCOUNT, INCLUDING BUT NOT LIMITED TO EACH APPLICABLE ORGANIZATION'S INDUSTRY, GEOGRAPHIC REGION, COMPLEXITY, SIZE, AND TAX STATUS. THE COMPENSATION AND BENEFITS COMMITTEE REVIEWS THE INFORMATION FROM ITS COMPENSATION CONSULTANT AND ANY OTHER RELEVANT INFORMATION, DISCUSSES SUCH INFORMATION OUTSIDE OF THE PRESENCE OF THE PRESIDENT AND CEO, AND AUTHORIZES, ON THE RECORD, ANY CHANGES TO SUCH OFFICER'S COMPENSATION. PROCESS FOR DETERMINING COMPENSATION OF OTHER OFFICERS THE PROCESS FOR DETERMINING THE COMPENSATION OF OTHER OFFICERS OF THE ORGANIZATION GENERALLY FOLLOWS THE PROCESS USED FOR ALL EMPLOYEES, EXCEPT FOR THE CEO AS DESCRIBED IN THE ANSWER TO PART VI, LINE 15B HEREIN. GENERALLY, THE CEO, OR SUCH OTHER PERSON AS MAY BE APPROPRIATE BASED ON MANAGEMENT REPORTING LINES AND OTHER RELEVANT FACTORS, CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF ALL OTHER OFFICERS AND KEY EMPLOYEES, AND COMMUNICATES THE RESULTS OF SUCH REVIEW TO THE REVIEWED OFFICER OR KEY EMPLOYEE. IN ADDITION, THE ORGANIZATION'S SOLE MEMBER PERIODICALLY ENGAGES A THIRD-PARTY, INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH THE MARKET COMPENSATION RANGE FOR THE APPLICABLE POSITIONS. THIS CONSULTANT GENERALLY ESTABLISHES THIS RANGE BY IDENTIFYING THE COMPENSATION OF A PARALLEL POSITION AT COMPARABLE ORGANIZATIONS AND TAKING VARIOUS FACTORS INTO ACCOUNT, INCLUDING BUT NOT LIMITED TO EACH APPLICABLE ORGANIZATION'S INDUSTRY, GEOGRAPHIC REGION, COMPLEXITY, SIZE, AND TAX STATUS. THE CEO, GENERALLY IN CONSULTATION WITH THE HUMAN RESOURCES DIVISION, APPROVES THE ESTABLISHMENT OF COMPENSATION LEVELS FOR OFFICERS OR KEY EMPLOYEES AS FOLLOWS: (1) DIRECTLY FOR HIS/HER DIRECT REPORTS, (2) IN CONSULTATION WITH APPLICABLE OFFICERS, FOR OFFICERS AND KEY EMPLOYEES WHO DO NOT DIRECTLY REPORT TO HIM/HER, EXCEPT THAT ANY CHANGES TO THE COMPENSATION OF THE SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER (AS TOP FINANCIAL EXECUTIVE) AND THE SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER (AS TOP INTERNAL AUDIT EXECUTIVE) ARE SUBJECT TO THE APPROVAL OF THE COMPENSATION AND BENEFIT COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND TO THE EXTENT THEY ARE REQUIRED BY LAW. FORM 990, PART XI, LINE 9: EQUITY CONTRIBUTION FROM ACCESSLEX INSTITUTE 10,000,000. BOOK TO TAX RECONCILIATION OF VALUE OF DONATIONS 351,024. 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