Civic Intelligence

Helena Education Foundation

990 • Fiscal year 2017 • EIN 81-0544494

Jul 01, 2016 to Jun 30, 2017 • Filed on Jun 22, 2018

Organization Profilewww.hefmt.org
PO Box 792Helena, MT 59624

(406) 594-1708

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

57th percentile

6.5%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$69,850

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$113,384

Up $11,697 (+12%) from 2016

Net Assets

Up

$111,867

Up $10,222 (+10%) from 2016

Liabilities

Up

$1,517

Up $1,475 (+3512%) from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin57th percentile

Revenue

Down

$237,119

Down $31,691 (-12%) from 2016

Expenses

Down

$221,756

Down $39,101 (-15%) from 2016

Net Income

Up

$15,363

Up $7,410 (+93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $108,896Liabilities 2011: $224Net Assets 2011: $108,6722011Assets 2012: $103,695Liabilities 2012: $0Net Assets 2012: $103,6952012Assets 2013: $121,837Liabilities 2013: $0Net Assets 2013: $121,8372013Assets 2014: $98,895Liabilities 2014: $52Net Assets 2014: $98,8432014Assets 2015: $93,691Liabilities 2015: $0Net Assets 2015: $93,6912015Assets 2016: $101,687Liabilities 2016: $42Net Assets 2016: $101,6452016Assets 2017: $113,384Liabilities 2017: $1,517Net Assets 2017: $111,8672017Assets 2018: $90,895Liabilities 2018: $547Net Assets 2018: $90,3482018Assets 2019: $88,201Liabilities 2019: $1,029Net Assets 2019: $87,1722019Assets 2020: $158,166Liabilities 2020: $12,981Net Assets 2020: $145,1852020Assets 2021: $236,432Liabilities 2021: $1,705Net Assets 2021: $234,7272021Assets 2022: $290,875Liabilities 2022: $1,207Net Assets 2022: $289,6682022Assets 2023: $361,792Liabilities 2023: $4,623Net Assets 2023: $357,1692023Assets 2024: $366,293Liabilities 2024: $770Net Assets 2024: $365,5232024

Highlighted filing

2017

Assets$113,384
Liabilities$1,517
Net Assets$111,867
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $269,938Expenses 2011: $222,210Net Income 2011: $47,7282011Revenue 2012: $272,705Expenses 2012: $248,355Net Income 2012: $24,3502012Revenue 2013: $228,503Expenses 2013: $210,362Net Income 2013: $18,1412013Revenue 2014: $222,685Expenses 2014: $245,627Net Income 2014: -$22,9422014Revenue 2015: $257,214Expenses 2015: $262,366Net Income 2015: -$5,1522015Revenue 2016: $268,810Expenses 2016: $260,857Net Income 2016: $7,9532016Revenue 2017: $237,119Expenses 2017: $221,756Net Income 2017: $15,3632017Revenue 2018: $231,517Expenses 2018: $284,563Net Income 2018: -$53,0462018Revenue 2019: $250,459Expenses 2019: $253,635Net Income 2019: -$3,1762019Revenue 2020: $293,120Expenses 2020: $235,107Net Income 2020: $58,0132020Revenue 2021: $376,192Expenses 2021: $284,046Net Income 2021: $92,1462021Revenue 2022: $374,200Expenses 2022: $314,886Net Income 2022: $59,3142022Revenue 2023: $407,493Expenses 2023: $340,786Net Income 2023: $66,7072023Revenue 2024: $424,307Expenses 2024: $416,569Net Income 2024: $7,7382024

Highlighted filing

2017

Revenue$237,119
Expenses$221,756
Net Income$15,363
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jun 22, 2018
Return Version
2016v3.0
Gross Receipts
$272,621
Mission and Program Overview

Mission

The mission of the Helena Education Foundation HEF is to enrich education in the Helena Public Schools through consistent community investment of time, talent, funding and resources. Activities include educator instruction pilot programs in classrooms and education enrichment of the community.

Helena Education Foundations Mission is to enrich education in the Helena Public Schools through consistent community investment of time, talent, funding and Resources. Activities include educator instruction pilot p

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$99,152$111,758▲ $12,606
Investments in Publicly Traded Securities-$88,173-
Savings and Temporary Cash Investments$90,081$13,777▼ $76,304
Cash and Non-Interest-Bearing Accounts$6,465$11,434▲ $4,969
Prepaid Expenses and Deferred Charges$5,141--
Rtn Earn Endowment Incm Other Fnds$2,493$109▼ $2,384
Total Assets$101,687$113,384▲ $11,697
Liabilities
Accounts Payable and Accrued Expenses$42$1,517▲ $1,475
Total Liabilities$42$1,517▲ $1,475
Net Assets / Fund Balance
Total Net Assets Fund Balance$101,645$111,867▲ $10,222
Total Liabilities and Net Assets / Fund Balance$101,687$113,384▲ $11,697
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa CrodingleyExecutive DirectorFT$69,850$69,850

Board Members and Trustees

NameTitle
Lynn EtchartPresident
Jenny BloomquistPresident elect
Helen ChristensenDirector
Jack Copps ex officioDirector
Kendra LenhardtDirector
Merwin BarrowsDirector
Susan BlossomDirector
Tim LynchDirector
Tim MeldrumDirector
Kendall JohnsonStudent Director
Liam WatsonStudent Director
Jason LobleSecretary
Corey CrumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$192,811
Program Service Revenue
$47,510
Investment Income
$4,880
Other Revenue
$-8,082
All Other Contributions
$148,901
Change in Net Assets
$15,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$110,891
Other Expenses$110,865
Total Fundraising Expense$31,959
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$49,195$12,393$8,262$68,850
Other Salaries and Wages$22,362$2,699$13,491$38,555
Advertising$13,631-$5,654$19,285
Office Expenses$292$6,696$1,884$8,872
Fees for Services Other$7,000--$7,000
Information Technology$2,200$3,041$1,618$6,860
Fees for Services Accounting-$3,649-$3,649
Other Expenses$3,633$217-$3,633
Occupancy$2,175$600-$2,775
Payroll Taxes$1,442$174$870$2,486
Other Employee Benefits$700$180$120$1,000
Travel$336--$336
Insurance$100$12$60$173
Interest-$49-$49
Total Functional Expenses$161,082$29,710$31,959$221,756
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
17th and Montgomery LLCAlpharetta, GA-Suicide Prevention and Brain Health Training$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,502
Fundraising Gross Income$27,420
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Great Conversations Dinner$27,835$13,585$4,697$8,888
Celebration of Excellence Award Dinner$16,076$1,560$7,283$-5,723
Total Events$51,911$15,145$35,502$-20,357
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 12C

“The Foundation has a written conflict of interest policy. At least annually, the board members must declare any potential conflict of interests. New members must declare any when appointed. There are no conflict of interest by any board members or the executive director or staff. In addition to the policy mentioned above, the policies include a whistleblower policy that is reviewed annually.”

Form 990, Part VI, Section B, Line 11B

“The entire form 990 and schedules are sent to the Board via the Executive Director. The Treasurer and Executive Director review it with the accountant for explanations or editing if necessary.”

Form 990, Part VI, Section B, Line 15 A, 15B

“Compensation is determined by an independent review of duties of the Executive Director by the Helena School District human resources department. The Executive Director position is placed on a pay grid based on similar positions and paid according to that pay scale.”

Form 990, Part VI, Section C, Line 19

“Documents including the governing documents, policies and financial statements are available to the public after contact with the Executive Director.”

Filing and Contact Details

Filer

Filer Name
Helena Education Foundation
EIN
81-0544494
Phone
4065941708
Address
PO Box 792, Helena, MT 59624

Signing Officer

Name
Kyle Spencer
Title
Treasurer
Signed
2018-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Cordingley
Formed
2002
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
100

Preparer

Firm
Foley and Associates LLC
Address
1822 Winne, Helena, MT 59601
Preparer
Gerald Foley
Phone
4064317116
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4C

“All other program activities, including Challenge 40, Vigilante Academy, Institutes, Fabulous Firsts, Leadership Institute, Pen and Ink Harrison Writing scholarships, and General Fundraising activities.”

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IRS990/OtherExpensesGrp/ProgramServicesAmt33633
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IRS990/OtherExpensesGrp/TotalAmt123748
IRS990/OtherExpensesGrp/TotalAmt211399
IRS990/OtherExpensesGrp/TotalAmt33633
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IRS990/PayrollTaxesGrp/ProgramServicesAmt01442
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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0Lisa Cordingley
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113500
IRS990/ProgSrvcAccomActy2Grp/Desc0Great Ideas Grants - the premier program achievement of the Helena Education Foundation. These dollars target Helena Educators who submit pilot education programs for students in the K-12 Helena School District. Competitively based, each educator submits a program description and budget. If successful, the educator is awarded a one-year mini grant based on the standards established by the HEF board. Generally at least 20 educators receive an award that ranges from a low of 1,000 to a high of 3,000 for an annual budget that totals about 40,000. These programs impact between 3000-5000 students. Other student/educator events include Fabulous First a book for every 1st grader, the Harrison Writing Award 4 seniors competitive writing scholarship, and the Vigilante Academy a community volunteer enrichment day for students at each high school.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027158
IRS990/ProgSrvcAccomActy2Grp/GrantAmt023086
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt014300
IRS990/ProgSrvcAccomActy3Grp/Desc0All other program activities, including Challenge 40, Vigilante Academy, Institutes, Fabulous Firsts, Leadership Institute, Pen and Ink Harrison Writing scholarships, and General Fundraising and Investment activities.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt098440
IRS990/ProgSrvcAccomActy3Grp/GrantAmt08000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0170908
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IRS990/PYOtherExpensesAmt0149997
IRS990/PYOtherRevenueAmt04296
IRS990/PYProgramServiceRevenueAmt0114820
IRS990/PYRevenuesLessExpensesAmt07953
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IRS990/PYTotalExpensesAmt0260857
IRS990/PYTotalRevenueAmt0268810
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02493
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0109
IRS990/SavingsAndTempCashInvstGrp/BOYAmt090081
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0148901
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0173840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0120544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0132153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0722841
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04879
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02291
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02879
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02698
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016217
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt083339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04879
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02291
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02879
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03470
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02698
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IRS990ScheduleA/InvestmentIncomeCYPct00.01970
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0120544
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0134851
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0822397
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt036766
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt014250
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt014516
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt08000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035502
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Great Conversations Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Celebration of Excellence Award Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08946
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt011505
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt060
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt020511

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,384
Liabilities
$1,517
Net assets
$111,867
Revenue
$237,119
Expenses
$221,756
Net income
$15,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.66$0.01$3.66$4.24$4.17$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.05$3.57$4.07$3.41$0.67
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.01$2.90$3.74$3.15$0.59
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.02$2.35$3.76$2.84$0.92
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.13$1.45$2.93$2.35$0.58
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$2.50$2.54$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.90$2.32$2.85$0.53
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.02$1.12$2.37$2.22$0.15
2016Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$2.69$2.61$0.08
2015Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$2.57$2.62$0.05
2014Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$2.23$2.46$0.23
2013Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$2.29$2.10$0.18
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$2.73$2.48$0.24
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$2.70$2.22$0.48