2021-05-18T09:14:20-00:00 2020-06-30 Foley & Associates LLC 1822 Winne Avenue Helena MT 59601 990 2019-07-01 810544494 Helena Education Foundation HELE 4064432545 PO Box 792 Helena MT 59624 COREY CRUM PRESIDENT 2021-05-18 true Gerald P Foley CPA 4064317116 2021-05-18 X 2019 2022-09-23 18:48:47Z Lisa Cordingley 428 S Cooke Helena MT 59601 293120 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 103615 289746 0 4809 3374 142035 0 250459 293120 0 0 133242 137663 0 45636 120393 97444 253635 235107 -3176 58013 88201 158166 1029 12981 87172 145185 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 61395 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. 54932 20934 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. Mini Great Ideas Grants offer educators funding for smaller projects up to 500. 45238 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. 161565 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 false false false false false false false false false true 3 0 true 1 true false false false false true true true true 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 75954 0 0 Merwin Barrows Secretary 001.00 001.00 X X 0 0 0 Chris Christensen Treasurer 001.00 001.00 X X 0 0 0 Susan Sweeney Director 001.00 001.00 X 0 0 0 Kyle Spencer President Elect 001.00 001.00 X X 0 0 0 Corey Crum President 001.00 001.00 X X 0 0 0 Jason Loble Director 001.00 001.00 X 0 0 0 Kendra Lenhardt Director 001.00 001.00 X 0 0 0 Lynn Etchart Director 001.00 001.00 X 0 0 0 Jenny Bloomquist Director 001.00 001.00 X 0 0 0 Tim Meldrum Director 001.00 001.00 X 0 0 0 Tyler Ream ex officio Director 001.00 001.00 X 0 0 0 Ellie Doran Student Director 001.00 001.00 X 0 0 0 Lenny Triem Student Director 001.00 001.00 X 0 0 0 Tom McGree Director 001.00 001.00 X 0 0 0 Graden Marcelle Director 001.00 001.00 X 0 0 0 75954 false false false 289746 289746 3374 293120 X 0 0 0 0 75954 53168 13672 9114 0 52093 32818 2605 16670 0 0 9616 6058 481 3077 0 0 2324 2324 0 0 2198 2198 7549 5415 2134 24719 14998 3274 6457 6991 350 6641 0 0 28 28 0 0 7 7 0 0 0 Small Program Grants 20934 20934 Food 12184 11049 1016 119 Accomodations 1518 1518 Gifts 9985 9985 9007 5244 2339 1424 235107 161565 27916 45636 40057 4964 31101 83237 86610 398 88201 158166 -198 -198 1227 13179 1029 12981 X 99152 157167 -11980 -11982 87172 145185 88201 158166 58013 X false false false X X 1 Helena School District #1 816000557 6 true 0 0 1 0 0.00000 147403 148901 209556 231362 737222 83339 15730 14287 113356 147403 232240 225286 245649 850578 70815 70815 70815 70815 779763 2291 4879 6231 4810 18211 2291 4879 6231 4810 18211 149694 237119 231517 250459 868789 0.00000 0.00000 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 2476 COVID Loan 10703 13179 X X X X X false MT Carnival Classic Celebration of Excellence 1 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 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 9007