Helena Education Foundation
- Assets
- $236.4k
- Revenue
- $376.2k
- Investments
- $0.0
- Employees
- 1
- Location
- Helena, MT
- Founding
- 07/2002
- Data as of
- 06/2021
- 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 06/2021, Helena Education Foundation generated $376.2k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 6.5% each year. All expenses for the organization totaled $284.0k during the year ending 06/2021. While expenses have increased by 1.3% 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
HELENA EDUCATION FOUNDATIONS 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, ISSUES INSTITUTES AND CELEBRATION OF EXCELLENCE. ALL INCLUDE AN INNOVATIVE DISCUSSION OF CURRENT ACHIEVEMENTS AND CELEBRATION OF THE BEGINNING AND END OF YEAR ACHIEVEMENTS OF STUDENTS AND EDUCATORS. 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 IN THIS PROGRAM SERVICE AREA INCLUDE GREAT IDEAS 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 AT LEAST 20 EDUCATORS RECEIVE AWARDS ANNUALLY RANGING FROM A LOW OF 1,250 TO A HIGH OF 5,000 FOR AN ANNUAL BUDGET THAT TOTALS ABOUT 40,000. THESE PROGRAMS IMPACT BETWEEN 3000-5000 STUDENTS. SPARK GRANTS OFFER EDUCATORS FUNDING FOR SMALLER PROJECTS UP TO 500. THE ANNUAL BUDGET FOR SPARK GRANTS IS 15,000. THE SPECIALIST BACKPACK PROGRAM WAS A ONE TIME RESPONSE TO SUPPORT COVID-19 ACCOMMODATIONS IN HELENA PUBLIC SCHOOLS. HEF PROVIDED BACKPACKS CONTAINING PE AND MUSIC EQUIPMENT FOR ALL 3500 K-5TH GRADERS TO USE WHILE LEARNING FROM HOME OR SCHOOL.
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 |
|---|---|---|---|
Lisa Crodingley Executive Director | Trustee | 40 | $78,191 |
Merwin Barrows Secretary | OfficerTrustee | 1 | $0 |
Jason Loble Treasurer | OfficerTrustee | 1 | $0 |
Kyle Spencer President | OfficerTrustee | 1 | $0 |
Tim Meldrum President-Elect | OfficerTrustee | 1 | $0 |
Susan Sweeney 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 | $369,274 |
| Noncash contributions included in lines 1a–1f | $30,000 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $369,274 |
| Total Program Service Revenue | $0 |
| Investment income | $6,918 |
| 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 | $376,192 |
| 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. | $78,191 |
| Compensation of current officers, directors, key employees. | $14,074 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $53,041 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $9,758 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,208 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,600 |
| Advertising and promotion | $5,561 |
| Office expenses | $1,320 |
| Information technology | $7,260 |
| Royalties | $0 |
| Occupancy | $769 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $798 |
| All other expenses | $8,872 |
| Total functional expenses | $284,046 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $90,446 |
| Savings and temporary cash investments | $52,058 |
| 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 | $93,528 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $400 |
| Total assets | $236,432 |
| Accounts payable and accrued expenses | $419 |
| 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 | $1,286 |
| Total liabilities | $1,705 |
| 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 | $234,727 |
| Total liabilities and net assets/fund balances | $236,432 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Helena Education Foundation has recieved totaling $12,250.
| Awarding Organization | Amount |
|---|---|
Cordingley Foundation Helena, MT PURPOSE: GENERAL SUPPORT | $10,000 |
First Interstate Bancsystem Foundation Inc Billings, MT PURPOSE: GENERAL OPERATING SUPPORT | $2,250 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Via-Bradely College Of Engineering Foundation Sioux Falls, SD | $33,602,136 | $3,151,765 |
Billings Catholic Schools Foundation Billings, MT | $35,868,574 | $2,349,630 |
Janice Seagraves Family Foundation Inc Twin Falls, ID | $21,049,001 | $1,556,609 |
Panhandle Alliance For Education Inc Sandpoint, ID | $4,964,677 | $808,919 |
The Education Foundation For Joint School District 2 Inc Meridian, ID | $2,506,760 | $1,499,562 |
Alexa Rose Howell Cultural Foundation Boise, ID | $1,562,530 | $346,091 |
Blue Hawk Touchdown Club Dickinson, ND | $0 | $148,352 |
Anna Schindler Foundation Post Falls, ID | $1,291,958 | $556,607 |
Fargo Public Schools Development Foundation Fargo, ND | $4,450,890 | $690,925 |
Dickinson Catholic Schools Foundation Dickinson, ND | $4,984,545 | $437,252 |
Montana 4-H Foundation Inc Havre, MT | $832,099 | $294,331 |
Helena Education Foundation Helena, MT | $236,432 | $376,192 |