Helena Education Foundation
- Assets
- $290.9k
- Revenue
- $374.2k
- Investments
- $0.0
- Employees
- 1
- Location
- Helena, MT
- Founding
- 07/2002
- Data as of
- 06/2022
- EIN
- 81-0544494
Organization Overview
Helena Education Foundation is located in Helena, MT. The organization was established in 2002. According to its NTEE Classification (B12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helena Education Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Helena Education Foundation generated $374.2k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 7.9% each year. All expenses for the organization totaled $314.9k during the year ending 06/2022. While expenses have increased by 6.0% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
HELENA EDUCATION FOUNDATION'S MISSION IS "TO ENRICH EDUCATION IN THE HELENA PUBLIC SCHOOLS THROUGH CONSISTENT COMMUNITY INVESTMENT OF TIME TALENT FUNDING AND RESOURCES."
Describe the Organization's Program Activity:
Part 3 - Line 4a
ADULT EDUCATOR PUBLIC EDUCATION AND ENRICHMENT- EVENTS IN THIS PROGRAM AREA INCLUDE GREAT CONVERSATIONS CARNIVAL CLASSIC AND CELEBRATION OF EXCELLENCE. THESE PROGRAMS OFFER A RANGE OF EXPERIENCES INCLUDING INNOVATIVE DISCUSSION OF CURRENT ACHIEVEMENTS AND CELEBRATION OF THE BEGINNING AND END OF YEAR ACHIEVEMENTS OF STUDENTS AND EDUCATORS AS WELL AS FAMILY ENTERTAINMENT AND SHOWCASING STUDENT TALENT. THEY INVOLVE ALL STUDENTS 8,000 AND EDUCATORS 600 IN THE SCHOOL DISTRICT AND OVER 1,000 MEMBERS OF THE PUBLIC.
EDUCATION INSTRUCTOR PILOT AND ENRICHMENT PROGRAMS IN CLASSROOMS -EVENTS INCLUDE GREAT IDEAS GRANTS AND SPARK GRANTS - THE PREMIER PROGRAM ACHIEVEMENT OF THE HELENA EDUCATION FOUNDATION. THESE DOLLARS TARGET HELENA EDUCATORS WHO PROPOSE EDUCATION PROGRAMS FOR STUDENTS IN THE K-12 HELENA SCHOOL DISTRICT. COMPETITIVELY BASED EDUCATORS SUBMIT A PROGRAM DESCRIPTION AND BUDGET. IF SUCCESSFUL THE EDUCATOR IS AWARDED A ONE-YEAR GRANT BASED ON THE STANDARDS ESTABLISHED BY THE HEF BOARD. GENERALLY 30-40 EDUCATORS RECEIVE AWARDS ANNUALLY RANGING FROM A LOW OF $500 TO A HIGH OF $5,000 FOR AN ANNUAL BUDGET THAT TOTALS $65,000. THESE PROGRAMS IMPACT BETWEEN 3000-5000 STUDENTS. THE SENSORY PATHWAYS SPECIAL PROJECT ADDRESSES THE GROWING NEED FOR STUDENTS TO ENGAGE IN PHYSICAL MOVEMENT TO ENGAGE COGNITIVE FUNCTION. HEF PURCHASED 2 SENSORY PATHWAYS FOR ALL 11 ELEMENTARY SCHOOLS. SENSORY PATHWAYS ARE COLORFUL EXERCISES DESIGNED TO DEVELOP MOTOR SKILLS BALANCE HAND-EYE COORDINATION SPATIAL AWARENESS AND PROVIDE CRITICAL "BRAIN BREAKS" TO CALM AND REFOCUS STUDENTS THROUGHOUT THE SCHOOL DAY.
ALL OTHER PROGRAM ACTIVITIES INCLUDING FABULOUS FIRSTS A BOOK FOR EVERY 1ST GRADER PEN AND INK MAGAZINE HARRISON WRITING AWARDS UP TO 4 STUDENT COMPETITIVE WRITING CASH AWARD ISSUES INSTITUTES TRADING PLACES GENERAL FUNDRAISING INVESTMENT AND EDUCATION AND OUTREACH ACTIVITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Merwin Barrows Secretary | OfficerTrustee | 1 | $0 |
Jason Loble Treasurer | OfficerTrustee | 1 | $0 |
Susan Sweeney Director | OfficerTrustee | 1 | $0 |
Kyle Spencer President | Trustee | 1 | $0 |
Corey Crum Past President | Trustee | 1 | $0 |
Randi Heigh Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $373,633 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $373,633 |
| Total Program Service Revenue | $0 |
| Investment income | $567 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $374,200 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $77,726 |
| Compensation of current officers, directors, key employees. | $13,991 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $55,578 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $10,126 |
| Fees for services: Management | $395 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,666 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $7,667 |
| Advertising and promotion | $3,783 |
| Office expenses | $1,320 |
| Information technology | $5,372 |
| Royalties | $0 |
| Occupancy | $4,245 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $17,486 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $7,034 |
| Total functional expenses | $314,886 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $44,030 |
| Savings and temporary cash investments | $52,749 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $194,096 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $290,875 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $1,207 |
| Total liabilities | $1,207 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $289,668 |
| Total liabilities and net assets/fund balances | $290,875 |