Civic Intelligence

Helena Education Foundation

990 • Fiscal year 2020 • EIN 81-0544494

Jul 01, 2019 to Jun 30, 2020 • Filed on May 18, 2021

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

73rd percentile

0.08x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

20%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

96th percentile

$75,954

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

85th percentile

79%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$158,166

Up $69,965 (+79%) from 2019

Net Assets

Up

$145,185

Up $58,013 (+67%) from 2019

Liabilities

Up

$12,981

Up $11,952 (+1162%) from 2019

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin69th percentile

Revenue

Up

$293,120

Up $42,661 (+17%) from 2019

Expenses

Down

$235,107

Down $18,528 (-7.3%) from 2019

Net Income

Up

$58,013

Up $61,189 (+1927%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2020

Assets$158,166
Liabilities$12,981
Net Assets$145,185
Open 2020 Filing

Operations Trend

Revenue Growth77th 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

2020

Revenue$293,120
Expenses$235,107
Net Income$58,013
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 18, 2021
Return Version
2019v5.1
Gross Receipts
$293,120
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$99,152$157,167▲ $58,015
Investments in Publicly Traded Securities$83,237$86,610▲ $3,373
Cash and Non-Interest-Bearing Accounts-$40,057-
Savings and Temporary Cash Investments$4,964$31,101▲ $26,137
Rtn Earn Endowment Incm Other Fnds$-11,980$-11,982▼ $2
Total Assets$88,201$158,166▲ $69,965
Other Assets Total-$398-
Liabilities
Other Liabilities$1,227$13,179▲ $11,952
Accounts Payable and Accrued Expenses$-198$-198→ $0
Total Liabilities$1,029$12,981▲ $11,952
Net Assets / Fund Balance
Total Net Assets Fund Balance$87,172$145,185▲ $58,013
Total Liabilities and Net Assets / Fund Balance$88,201$158,166▲ $69,965
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa CrodingleyExecutive DirectorFT$75,954$75,954

Board Members and Trustees

NameTitle
Corey CrumPresident
Kyle SpencerPresident Elect
Graden MarcelleDirector
Jason LobleDirector
Jenny BloomquistDirector
Kendra LenhardtDirector
Lynn EtchartDirector
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
$289,746
Program Service Revenue
$0
Investment Income
$3,374
Other Revenue
$0
All Other Contributions
$289,746
Change in Net Assets
$58,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$137,663
Other Expenses$97,444
Total Fundraising Expense$45,636
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$53,168$13,672$9,114$75,954
Other Salaries and Wages$32,818$2,605$16,670$52,093
Office Expenses$14,998$3,274$6,457$24,719
Other Expenses$9,985$1,016$119$9,985
Payroll Taxes$6,058$481$3,077$9,616
All Other Expenses$5,244$2,339$1,424$9,007
Advertising$5,415-$2,134$7,549
Information Technology$350-$6,641$6,991
Fees for Services Accounting-$2,324-$2,324
Fees for Services Other-$2,198-$2,198
Travel$28--$28
Interest-$7-$7
Total Functional Expenses$161,565$27,916$45,636$235,107
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival Classic----
Celebration of Excellence----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll taxes$10,703
Federal income taxes$2,476
COVID Loan-
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 35% controlled entity
No
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
Corey Crum
Title
President
Signed
2021-05-18
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 Avenue, 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.”

Form 990, Part IX, Line 24E

“Total Other Expenses 9007”

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IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
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IRS990/MissionDesc0The 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 and student recognition, grants for pilot and enrichment programs and community outreach programs.
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt032818
IRS990/OtherSalariesAndWagesGrp/TotalAmt052093
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03077
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0481
IRS990/PayrollTaxesGrp/ProgramServicesAmt06058
IRS990/PayrollTaxesGrp/TotalAmt09616
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Lisa Cordingley
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Education 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. Mini Great Ideas Grants offer educators funding for smaller projects up to 500.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt020934
IRS990/ProgSrvcAccomActy3Grp/Desc0All 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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IRS990/PYContributionsGrantsAmt0103615
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IRS990/PYTotalRevenueAmt0250459
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt058013
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-11980
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-11982
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt031101
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0209556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0148901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0147403
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0737222
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06231
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04879
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Helena School District #1
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0245649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0225286

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$158,166
Liabilities
$12,981
Net assets
$145,185
Revenue
$293,120
Expenses
$235,107
Net income
$58,013
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