Civic Intelligence

Institute for Heritage Education

EIN 47-1973475 • 501(c)3 • Bozeman, MT

Pub. 78 Eligible990-N CoverageNTEE B90

Profile

Educational: Creating excellence in cultural heritage education.

509 South 22nd AvenueBozeman, MT 59718

www.heritageeducation.org

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$38,920

Down $9,527 (-20%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$38,920

Down $9,527 (-20%) from 2024

Operations

Revenue

Down

$36,737

Down $23,353 (-39%) from 2024

Expenses

Down

$46,264

Down $30,276 (-40%) from 2024

Net Income

Up

-$9,527

Up $6,923 (+42%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2022: $59,113Liabilities 2022: $0Net Assets 2022: $59,1132022Assets 2023: $64,897Liabilities 2023: $0Net Assets 2023: $64,8972023Assets 2024: $48,447Liabilities 2024: $0Net Assets 2024: $48,4472024Assets 2025: $38,920Liabilities 2025: $0Net Assets 2025: $38,9202025

Highlighted filing

2025

Assets$38,920
Liabilities$0
Net Assets$38,920

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2022: $64,360Expenses 2022: $29,325Net Income 2022: $35,0352022Revenue 2023: $66,488Expenses 2023: $60,704Net Income 2023: $5,7842023Revenue 2024: $60,090Expenses 2024: $76,540Net Income 2024: -$16,4502024Revenue 2025: $36,737Expenses 2025: $46,264Net Income 2025: -$9,5272025

Highlighted filing

2025

Revenue$36,737
Expenses$46,264
Net Income-$9,527

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 6, 2026
Return Version
2025v4.0
Gross Receipts
$36,737
Mission and Program Overview

Mission

Educational: Creating excellence in cultural heritage education.

Program Services

DescriptionGrantsExpenses
Primary: implementing the award-winning cultural heritage education program Project Archaeology (PA), in partnership with S. Utah Univ., by organizing/carrying out PA professional development events for educators; managing/producing PA curricula; and helping support the national Network. See Schedule O.$0$30,828
Secondary: Offer an annual grant round for high quality professional development for teachers in cultural heritage education, in a broad range of subjects. We awarded six of these grants in 2025. See Schedule O.$0$6,200
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanne M MoeChair, Board Of DirectorsPT$0--
Dean LittlepageTreasurer, Board Of DirectorsPT$0--
Elaine FranklinSecretary, Board Of DirectorsPT$0--
Angela LabradorBoard Member At LargePT$0--
Rebecca SimonBoard Member At LargePT$0--
Filing and Contact Details

Filer

Filer Name
Institute for Heritage Education
EIN
47-1973475
Phone
4065991733
Address
509 South 22nd Avenue, Bozeman, MT 59718

Signing Officer

Name
Dean Littlepage
Title
Treasurer, IHE Board of Directors
Phone
4065223871
Signed
2026-03-06
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Part I, Line 10. GRANTS PAID: Our small grants are for professional development workshops in cultural heritage for educators. We awarded 6 grants, $1,200 each, and received a refund of $1,000 for a nonperforming grant awarded in 2021, for a net of $6,200. Recipients: Arizona Site Stewards Program Foundation; Arkansas Archeological Survey; ASM Public Archaeology, California/Hawaii; Montana State University Northern; Julia Berg, a Maryland sole proprietor; and Alliance for Heritage Conservation, North Carolina. *The nonperforming grant that was refunded was awarded in 2021 to Exploring Joara Foundation, North Carolina. *All the recipients except Ms. Berg are tax-exempt organizations; Ms. Berg received a 1099 for the amount. *These workshops engaged 146 educators and approximately 1,500 of their students in the first half-year alone.

Form 990-EZ, Part I, Line 16

Part I, Line 16. OTHER EXPENSES: Insurance $1,118; Web fees $764; Bank, payment processor, and state filing fees $183; Conferences (3, booth fees, representative travel) $4,074; Fundraising (donor management fee, professional webinar) $408; Office supplies $27. TOTAL $6,574.

Form 990-EZ, Part III, Line (28-31)

Part III, Line 28. PRIMARY PROGRAM: Implementing the award-winning heritage education program Project Archaeology (PA). IHE is the national 501c3 nonprofit member of a partnership that carries out the program, along with Southern Utah University (SUU, the operations center) and the PA Leadership Team (representing the national network of educators and others involved in the work of the program.) *The partnership was created by a major reorganization in 2022; PA is a 35 year old program that has trained and supported more than 20,000 teachers and currently reaches an estimated 402,100 students a year, mainly in upper elementary and middle school grades. PROGRAM SUBAREAS: SUBAREA 1. Project Archaeology workshops/institutes for educators, from which the educators take back to their students materials and methods for archaeological inquiry-based classroom learning that improves science, social studies, and citizenship education. *Our professional development work was interrupted in 2025 by the expiration and non-renewal of two federal cooperative agreements and the lack of funding for a third ,continuing federal agreement. *We were partners with Southern Utah University (SUU) in a week-long National Endowment for the Humanities-funded teacher institute on archaeology and oral history in Utah. However, the NEH grant was canceled near the planned date. But IHE and SUU together raised enough private funding in a very short window, that with several vital in-kind contributions to SUU, made the institute possible. In the end, we were able to hold a successful institute for 27 teachers representing 15 states in all. Approximately 300 of their students participated in this inquiry-based learning in the first half-year alone. IHE PROGRAM COST: $12,389. SUBAREA 2. Managing and producing PA curricula. Our board chair is the curriculum lead for the Project Archaeology partnership. She assisted with continuing work on three curricula in different stages of development, in-kind work valued at $8,000. NO PROGRAM COST. SUBAREA 3. Supporting the work of PA's national network of teachers, nonformal educators, archaeologists, and others by funding a network coordinator and participation in three national and regional conferences. In 2025, this work benefited 286 network members and approximately 3,000 individuals outside the network. IHE PROGRAM COST: $18,439. TOTAL COST for the primary program: $30,828.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part I, Line 10. GRANTS PAID: Our small grants are for professional development workshops in cultural heritage for educators. We awarded 6 grants, $1,200 each, and received a refund of $1,000 for a nonperforming grant awarded in 2021, for a net of $6,200. Recipients: Arizona Site Stewards Program Foundation; Arkansas Archeological Survey; ASM Public Archaeology, California/Hawaii; Montana State University Northern; Julia Berg, a Maryland sole proprietor; and Alliance for Heritage Conservation, North Carolina. *The nonperforming grant that was refunded was awarded in 2021 to Exploring Joara Foundation, North Carolina. *All the recipients except Ms. Berg are tax-exempt organizations; Ms. Berg received a 1099 for the amount. *These workshops engaged 146 educators and approximately 1,500 of their students in the first half-year alone.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part I, Line 16. OTHER EXPENSES: Insurance $1,118; Web fees $764; Bank, payment processor, and state filing fees $183; Conferences (3, booth fees, representative travel) $4,074; Fundraising (donor management fee, professional webinar) $408; Office supplies $27. TOTAL $6,574.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Part III, Line 28. PRIMARY PROGRAM: Implementing the award-winning heritage education program Project Archaeology (PA). IHE is the national 501c3 nonprofit member of a partnership that carries out the program, along with Southern Utah University (SUU, the operations center) and the PA Leadership Team (representing the national network of educators and others involved in the work of the program.) *The partnership was created by a major reorganization in 2022; PA is a 35 year old program that has trained and supported more than 20,000 teachers and currently reaches an estimated 402,100 students a year, mainly in upper elementary and middle school grades. PROGRAM SUBAREAS: SUBAREA 1. Project Archaeology workshops/institutes for educators, from which the educators take back to their students materials and methods for archaeological inquiry-based classroom learning that improves science, social studies, and citizenship education. *Our professional development work was interrupted in 2025 by the expiration and non-renewal of two federal cooperative agreements and the lack of funding for a third ,continuing federal agreement. *We were partners with Southern Utah University (SUU) in a week-long National Endowment for the Humanities-funded teacher institute on archaeology and oral history in Utah. However, the NEH grant was canceled near the planned date. But IHE and SUU together raised enough private funding in a very short window, that with several vital in-kind contributions to SUU, made the institute possible. In the end, we were able to hold a successful institute for 27 teachers representing 15 states in all. Approximately 300 of their students participated in this inquiry-based learning in the first half-year alone. IHE PROGRAM COST: $12,389. SUBAREA 2. Managing and producing PA curricula. Our board chair is the curriculum lead for the Project Archaeology partnership. She assisted with continuing work on three curricula in different stages of development, in-kind work valued at $8,000. NO PROGRAM COST. SUBAREA 3. Supporting the work of PA's national network of teachers, nonformal educators, archaeologists, and others by funding a network coordinator and participation in three national and regional conferences. In 2025, this work benefited 286 network members and approximately 3,000 individuals outside the network. IHE PROGRAM COST: $18,439. TOTAL COST for the primary program: $30,828.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line (28-31)
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dean Littlepage
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer, IHE Board of Directors
ReturnHeader/BusinessOfficerGrp/PhoneNum04065223871
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR HERITAGE EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0471973475
ReturnHeader/Filer/PhoneNum04065991733
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ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059718
ReturnHeader/ReturnTs02026-03-06T19:18:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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