Civic Intelligence

Helena Education Foundation

990 • Fiscal year 2022 • EIN 81-0544494

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

Organization Profilewww.hefmt.org
PO Box 792Helena, MT 59624-0792

(406) 443-2545

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

97th percentile

$77,726

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

40th percentile

-0.5%

Faster revenue growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$290,875

Up $54,443 (+23%) from 2021

Net Assets

Up

$289,668

Up $54,941 (+23%) from 2021

Liabilities

Down

$1,207

Down $498 (-29%) from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin66th percentile

Revenue

Down

$374,200

Down $1,992 (-0.5%) from 2021

Expenses

Up

$314,886

Up $30,840 (+11%) from 2021

Net Income

Down

$59,314

Down $32,832 (-36%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2022

Assets$290,875
Liabilities$1,207
Net Assets$289,668
Open 2022 Filing

Operations Trend

Revenue Growth40th 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

2022

Revenue$374,200
Expenses$314,886
Net Income$59,314
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.0
Gross Receipts
$374,200
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 foundation's 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
Rtn Earn Endowment Incm Other Fnds$234,727$289,668▲ $54,941
Investments in Publicly Traded Securities$93,528$194,096▲ $100,568
Savings and Temporary Cash Investments$52,058$52,749▲ $691
Cash and Non-Interest-Bearing Accounts$90,446$44,030▼ $46,416
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$236,432$290,875▲ $54,443
Other Assets Total$400$0▼ $400
Liabilities
Other Liabilities$1,286$1,207▼ $79
Accounts Payable and Accrued Expenses$419$0▼ $419
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,705$1,207▼ $498
Net Assets / Fund Balance
Total Net Assets Fund Balance$234,727$289,668▲ $54,941
Total Liabilities and Net Assets / Fund Balance$236,432$290,875▲ $54,443
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa CordingleyExecutive DirectorFT$77,726$77,726

Board Members and Trustees

NameTitle
Corey CrumPast President
Kyle SpencerPresident
Tim MeldrumPresident-elect
Brandy GarberDirector
Chris ChristensenDirector
Ellen FeaverDirector
Graden MarcelleDirector
Randi HeighDirector
Susan SweeneyDirector
Candence HattonStudent Director
Isaac NehringStudent Director
Rex Weltz ex officioEx Officio
Merwin BarrowsSecretary
Jason LobleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$373,633
Program Service Revenue
$0
Investment Income
$567
Other Revenue
$0
All Other Contributions
$373,633
Change in Net Assets
$59,314
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,456
Salaries, Compensation, and Employee Benefits$143,430
Total Fundraising Expense$45,062
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$54,408$13,991$9,327$77,726
Other Salaries and Wages$34,214$1,873$19,491$55,578
Other Expenses$13,094$2,981$3,502$19,575
Conferences and Meetings$17,219$266$0$17,486
Payroll Taxes$6,233$342$3,551$10,126
Fees for Services Other$1,313$5,947$407$7,667
All Other Expenses$2,000$5,034$0$7,034
Information Technology$0$0$5,372$5,372
Occupancy$4,245$0$0$4,245
Advertising$1,428$52$2,303$3,783
Fees for Services Accounting$0$2,666$0$2,666
Office Expenses$812$44$462$1,320
Fees for Services Management$395$0$0$395
Total Functional Expenses$235,426$34,397$45,062$314,886
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes$1,207
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Part VI, 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.”

Part VI, 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 is 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.”

Part VI, Line 15

“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.”

Part VI, 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
In Care Of
% Lisa Cordingley
Phone
4064432545
Address
PO BOX 792, HELENA, MT 59624-0792

Signing Officer

Name
Lisa Cordingley
Title
Executive Director
Signed
2023-05-12
Discuss with paid preparer
No

Organization Details

Formed
2002
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
0
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Past President
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9President-elect
IRS990/Form990PartVIISectionAGrp/TitleTxt10Ex Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt11Student Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Student Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$290,875
Liabilities
$1,207
Net assets
$289,668
Revenue
$374,200
Expenses
$314,886
Net income
$59,314
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