2022-05-13T12:25:47-00:00 2021-06-30 FOLEY & ASSOCIATES LLC 1822 WINNE AVENUE HELENA MT 59601 990 2020-07-01 810544494 Helena Education Foundation HELE 4064432545 PO Box 792 Helena MT 59624 JASON LOBLE TREASURER 2022-05-13 true JASON LOBLE GERALD P FOLEY CPA P01682686 4064317116 2022-05-13 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Lisa Cordingley 428 S Cooke Helena MT 59601 376192 false X www.hefmt.org X 2002 MT Helena Education Foundations mission is to enrich education in the Helena Public Schools through consistent community investment of time, talent, funding and resources. 12 12 1 0 289746 369274 0 3374 6918 0 293120 376192 0 0 137663 140990 0 43996 97444 143056 235107 284046 58013 92146 158166 236432 12981 1705 145185 234727 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 and student recognition, grants for pilot and enrichment programs and community outreach programs. false false 17049 29790 Adult/educator/public education and enrichment- events in this program area include Great Conversations, Carnival Classic, Issues Institutes and Celebration of Excellence. All include an innovative discussion of current achievements and celebration of the beginning and end of year achievements of students and educators. They involve all students 8,000 and educators 600 in the school district and over 1,000 members of the public. 88863 84240 76492 Education 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. Spark Grants offer educators funding for smaller projects up to 500. The annual budget for Spark Grants is 15,000. The Specialist Backpack program was a one time response to support Covid-19 accommodations in Helena Public Schools. HEF provided backpacks containing PE and music equipment for all 3500 K-5th graders to use while learning from home or school. 103752 269910 All 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. 209664 true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true X 3 0 true 1 true false false false false true true true true false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false MT X Lisa Cordingley 4065941708 428 S Cooke Helena MT 59601 Lisa Crodingley Executive Director 040.00 040.00 X X X 78191 0 0 Merwin Barrows Secretary 001.00 X X 0 0 0 Jason Loble Treasurer 001.00 X X 0 0 0 Susan Sweeney Director 001.00 X 0 0 0 Kyle Spencer President 001.00 X X 0 0 0 Corey Crum Director 001.00 X 0 0 0 Randi Heigh Director 001.00 X 0 0 0 Brandy Garber Director 001.00 X 0 0 0 Graden Marcelle Director 001.00 X 0 0 0 Ellen Feaver Director 001.00 X 0 0 0 Tim Meldrum President-elect 001.00 X X 0 0 0 Rex Weltz ex officio Director 001.00 X 0 0 0 Isaac Nehring Student Director 001.00 X 0 0 0 Cadence Hatton Student Director 001.00 X 0 0 0 Chris Christensen Director 001.00 X 0 0 0 78191 false false false 369274 30000 369274 6918 376192 X 0 0 0 0 78191 54734 14074 9383 0 53041 33416 2652 16973 0 0 9758 6147 488 3122 0 0 3208 3208 0 0 1600 1600 5561 3230 2331 1320 1320 7260 600 6660 0 769 769 0 0 0 0 0 0 798 798 Small Program Grants 84240 84240 Dues and Fees 2751 2751 Printing 15237 11849 1702 1686 Gifts and Awards 11440 11041 399 8872 2038 3791 3043 284046 209664 30385 43996 40057 90446 31101 52058 86610 93528 398 400 158166 236432 -198 419 13179 1286 12981 1705 X 157167 -11982 234727 145185 234727 158166 236432 92146 -2604 X false false false X X 1 Helena School District #1 816000557 6 true 0 0 1 0 true false false false false false false false false false false false false false false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false Financial derivatives and other financial products Closely-held equity interests Federal income taxes Payroll taxes 1286 Covid Loan 1286 X 1 30000 FMV Form 990, Part V, 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 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. Form 990, Part IX, Line 24e Total Other Expenses 8872.