SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Helios New School
Sunnyvale, CA · Independent schoolNAIS MEMBER
THE READ · FREE SUMMARY
Helios New School looks durable. Reserves cover 7 months of operating expense, a thin runway. Revenue is 89% tuition-dependent (peer median 86%), concentrated but in line with most independent day schools. Staff compensation runs 65% of expenses, about par for the peer cohort. Net assets are growing 29.9%/yr over three years; the cushion is being built, not drawn. NACUBO Composite Financial Index: 6.7 / 10, strong.
Helios New School reported $8.0M in revenue against $7.1M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $4.3M — about 0.61x annual operating expense.
Operating margin landed at 11.2%, with 89.3% of revenue coming from tuition. Among same-size peers, that puts Helios New School at the p90 on operating margin.
$8.0M
REVENUE FY2023
11.2%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on Helios New School: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
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WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, Helios New School ranks 8th by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
The full school report
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