Civic Intelligence

Helena Education Foundation

990 • Fiscal year 2019 • EIN 81-0544494

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 30, 2020

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

(406) 443-2545

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

37th percentile

-1.3%

Higher net margin than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

96th percentile

$73,999

Higher top officer pay than 96% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-3.0%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

8.2%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$88,201

Down $2,694 (-3.0%) from 2018

Net Assets

Down

$87,172

Down $3,176 (-3.5%) from 2018

Liabilities

Up

$1,029

Up $482 (+88%) from 2018

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin37th percentile

Revenue

Up

$250,459

Up $18,942 (+8.2%) from 2018

Expenses

Down

$253,635

Down $30,928 (-11%) from 2018

Net Income

Up

-$3,176

Up $49,870 (+94%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2019

Assets$88,201
Liabilities$1,029
Net Assets$87,172
Open 2019 Filing

Operations Trend

Revenue Growth60th 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

2019

Revenue$250,459
Expenses$253,635
Net Income-$3,176
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 30, 2020
Return Version
2018v3.3
Gross Receipts
$264,438
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$90,238$99,152▲ $8,914
Investments in Publicly Traded Securities$89,491$83,237▼ $6,254
Savings and Temporary Cash Investments$3,204$4,964▲ $1,760
Cash and Non-Interest-Bearing Accounts$-1,800--
Rtn Earn Endowment Incm Other Fnds$110$-11,980▼ $12,090
Total Assets$90,895$88,201▼ $2,694
Liabilities
Other Liabilities-$1,227-
Accounts Payable and Accrued Expenses$547$-198▼ $745
Total Liabilities$547$1,029▲ $482
Net Assets / Fund Balance
Total Net Assets Fund Balance$90,348$87,172▼ $3,176
Total Liabilities and Net Assets / Fund Balance$90,895$88,201▼ $2,694
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa CrodingleyExecutive DirectorFT$73,999$73,999

Board Members and Trustees

NameTitle
Corey CrumPresident
Kyle SpencerPresident Elect
Graden HahnDirector
Jenny BloomquistDirector
Kendra LenhardtDirector
Lynn EtchartDirector
Susan BlossomDirector
Susan SweeneyDirector
Tim MeldrumDirector
Tom McGreeDirector
Tyler Ream ex officioDirector
Ellie DoranStudent Director
Lenny TriemStudent Director
Merwin BarrowsSecretary
Chris ChristensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,615
Program Service Revenue
$0
Investment Income
$4,809
Other Revenue
$142,035
All Other Contributions
$89,327
Change in Net Assets
$-3,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$133,242
Other Expenses$120,393
Total Fundraising Expense$42,129
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$51,799$13,320$8,880$73,999
Other Salaries and Wages$28,888$3,486$17,432$49,806
Office Expenses$22,406$3,852$4,634$30,892
Other Expenses$22,447$264$199$22,909
All Other Expenses$10,455$4,301$5,767$20,523
Payroll Taxes$5,231$631$3,157$9,019
Advertising$1,951-$1,914$3,865
Fees for Services Accounting-$2,774-$2,774
Travel$696--$696
Occupancy-$600-$600
Other Employee Benefits$242$29$146$418
Interest-$61-$61
Total Functional Expenses$182,188$29,318$42,129$253,635
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$156,014
Fundraising Direct Expenses$13,979
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Great Conversations$14,288$14,288$13,979$309
Total Events$14,288$14,288$13,979$309
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$1,227
Payroll taxes-
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 15A, 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
4064432545
Address
PO Box 792, Helena, MT 59624

Signing Officer

Name
Chris Christensen
Title
Treasurer
Signed
2020-06-30
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
1

Preparer

Firm
Foley & Associates LLC
Address
1822 WINNE AVE, HELENA, MT 59601
Preparer
Gerald P Foley CPA
Phone
4064317116
Supplemental Narrative

Additional Explanations

Form 990, Part I, 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.”

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0147403
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0173840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0911062
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02291
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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,201
Liabilities
$1,029
Net assets
$87,172
Revenue
$250,459
Expenses
$253,635
Net income
-$3,176
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