2026-07-14T16:02:20-05:00 2025-08-31 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2024-09-01 952773236 THE INSTITUTE FOR EFFECTIVE EDUCATION INST 6192431325 2255 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 HILLARY WHITESIDE EXECUTIVE DIRECTOR 6192431325 2026-07-14 1 0 DAVID BROWNSTEIN P02510877 9494506200 2024 2025-03-06 01:10:19Z HILLARY WHITESIDE 2255 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 32624181 0 X HTTPS://WWW.TIEE.ORG/ X 1972 CA TO PROVIDE PROGRAMS FOR CHILDREN AND ADOLESCENTS WITH LEARNING DISABILITIES. 6 5 296 20 82905 54911 58771 31216 15813774 17688855 763151 -7123823 116737 121380 16752433 10717628 177100 224263 0 0 12389903 14331255 0 0 0 3548853 3905244 16115856 18460762 636577 -7743134 34089585 47500795 3737519 17623242 30352066 29877553 TO PROVIDE PROGRAMS FOR CHILDREN AND ADOLESCENTS WITH LEARNINGDISABILITIES INCLUDING SMALL SOCIALIZATION GROUPS FOR YOUNG ADULTS. 0 0 16472413 224263 17688855 EDUCATION OF LEARNING DISABLED. 16472413 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 6 0 1 296 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JEREMY ATKINSON 6192431325 2255 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 HILLARY WHITESIDE EXECUTIVE DIRECTOR 40.00 X X 231258 0 16224 GOLDEN KING SECRETARY 1.00 X X 0 0 0 DALEY SANDRA DIRECTOR 1.00 X 0 0 0 SIEGEL JONATHAN PRESIDENT 1.00 X X 0 0 0 WARDLE KATHARINE TREASURER 1.00 X X 0 0 0 GOLDEN MARGARET DIRECTOR 1.00 X 0 0 0 JEREMY ATKINSON CONTROLLER 40.00 X 123196 0 3060 CARMEN AVILA-BOMAR OT 40.00 X 117271 0 4178 PATRICIA ELAINE DART DIRECTOR OF HUMAN RESOURCE 40.00 X 140131 0 5773 THOMAS REASONER DIRECTOR OF OPERATIONS 40.00 X 117677 0 5040 JENNIFER SWOPE SCHOOL DIRECTOR 40.00 X 117925 0 5771 847458 0 40046 6 0 1 0 0 31216 31216 INSTRUCTION INCOME AND FEES 611600 16732241 16732241 EXTRA-CURRICULAR INCOME 611600 913078 913078 CAST FEE 611600 18766 18766 TUTORING 611600 16455 16455 PLAY TICKETS 611600 8315 8315 17688855 415787 415787 280367 197462 82905 82905 82905 14169481 21709091 -7539610 -7539610 -7539610 CREDIT CARD PROCESSING FEES 900099 20352 20352 MISCELLANOUES INCOME 900099 16078 16078 PAYMENT PLAN FEE 900099 2045 2045 38475 10717628 17688855 82905 -7085348 224263 224263 260501 221426 39075 11583269 10437150 1146119 263485 237646 25839 1316584 1185233 131351 907416 816674 90742 415204 415204 25900 25900 14612 13881 731 312629 296998 15631 862657 819524 43133 60728 57692 3036 53167 53167 600712 596890 3822 264352 260250 4102 UTILITIES 327891 316164 11727 INSTRUCTIONAL SUPPLIES 286376 272057 14319 MAINTENANCE AND REPAIRS 228633 228633 PERSONNEL AND TRAINING 195946 186149 9797 256437 248616 7821 18460762 16472413 1988349 0 102027 623754 4167547 4052800 1500667 1962364 152451 94445 45847374 10682232 14342082 35165142 11546155 4006545 2278656 1595745 34089585 47500795 546570 1135567 741487 831002 14353254 2449462 1303419 3737519 17623242 X 30352066 29399598 477955 30352066 29877553 34089585 47500795 -7743134 7268621 0 X X 0 1 X 1 0 X 15197288 15197288 15759120 5497708 10261412 12922170 4508013 8414157 1534158 535205 998953 434638 141306 293332 35165142 DUE TO PARENT - TEACHER GROUP 87502 OPERATING LEASE LIABILITIES, NET OF CURRENT PORTION 1215917 1303419 X 17959448 7268621 197462 7466083 10493365 224263 224263 10717628 18433961 197462 197462 18236499 224263 224263 18460762 PART X, LINE 2: TIEE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM STATE INCOME TAXES UNDER THE COMPARABLE STATE TAX CODE, AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. AS A MATTER OF COURSE, VARIOUS TAXING AUTHORITIES, INCLUDING THE INTERNAL REVENUE SERVICE, HAVE THE AUTHORITY TO REGULARLY AUDIT TIEE. THERE WERE NO TAX YEARS OPEN TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF AUGUST 31, 2024. TIEE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDED (OR REFLECT) ANY UNCERTAIN TAX POSITIONS. FURTHER, THERE ARE NO INCOME TAX PENALTIES OR INTEREST INCLUDED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 197,462. PART XI, LINE 4B - OTHER ADJUSTMENTS: VALUE OF SCHOLARSHIPS GRANTED 224,263. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 197,462. PART XII, LINE 4B - OTHER ADJUSTMENTS: VALUE OF SCHOLARSHIPS GRANTED 224,263. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S WEBSITE, WWW.MTHELIXACADEMY.ORG, IS ITS MAIN MEANS OF COMMUNICATION WITH THE COMMUNITY. ON IT, THE ORGANIZATION MAKES STATEMENTS SUCH AS, "OUR SCHOOL WELCOMES AND VALUES STUDENTS OF DISCERNING FAMILIES THAT REPRESENT A VARIETY OF ETHNIC, CULTURAL, AND ECONOMIC BACKGROUNDS." IN ADDITION, ALL THE IMAGES DISPLAYED ON THE WEBSITE ARE OF STUDENTS AND ACTIVITIES ACTUALLY OCCURRING AT THE SCHOOL. THEY CLEARLY SHOW THE RACIAL AND ETHNIC DIVERSITY OF THE SCHOOL. 0 FINANCIAL AID FOR TUITION 54 224263 FINANCIAL AID FOR TUITION AT MT. HELIX ACADEMY. X 0 0 0 0 0 0 0 0 0 HILLARY WHITESIDE EXECUTIVE DIRECTOR 216258 0 15000 0 0 0 10224 0 6000 0 247482 0 0 0 REBECCA SIEGEL DAUGHTER OF JONATHAN SIEGEL, BOARD MEMBER 42633 W-2 WAGES 0 BARBARA LOUNSBURY WIFE OF JONATHAN SIEGEL, BOARD MEMBER 49250 W-2 WAGES 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 PREPARED BY THE INDEPENDENT CPA SHALL BE PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY SHALL BE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. ANY POTENTIAL CONFLICTS OF INTEREST OR CHANGES TO THE POLICY SHALL BE COMMUNICATED IMMEDIATELY TO ALL INTERESTED PARTIES. SHALL BE COMMUNICATED IMMEDIATELY TO ALL INTERESTED PARTIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS TO ENSURE SALARIES ARE JUST AND REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS SHALL BE AVAILABLE FOR PUBLIC INSPECTION AT THE CORPORATION'S PRINCIPAL OFFICE DURING REGULAR BUSINESS HOURS. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. TIEE VILLAGE LLC 2255 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 392180088 REAL ESTATE RENTAL (HOLDING COMPANY FOR COMMERCIAL REAL PROPERTY) DE 280367 23210839 THE INSTITUTE FOR EFFECTIVE EDUCATION