2019-05-13T05:52:45-00:00 2018-06-30 Foley and Associates LLC 1822 Winne Helena MT 59601 990 2017-07-01 810544494 Helena Education Foundation HELE 4064432545 PO Box 792 Helena MT 59624 Kyle Spencer Treasurer 2019-05-13 true Gerald P Foley CPA 4064317116 2019-05-13 X 216.14.236.224 2019-05-13 23:22:23 US P EC595F5EB49A8977E69BC23840A0D58C7C81A097 EC595F5EB49A8977E69BC23840A0D58C7C81A097 2017 2019-02-21 02:37:17Z Lisa Cordingley 428 S Cooke Helena MT 59601 246453 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 3 100 0 192811 225468 47510 0 4880 6231 -8082 -182 237119 231517 1000 0 110891 119498 0 35031 110865 164065 221756 284563 15363 -53046 113384 90895 1517 547 111867 90348 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. false false 50553 72619 Adult/educator/public education and enrichment- events in this program area includ Great Conversations, Carnival Classic, 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. 50223 46639 20750 Education instructor pilot 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 submit pilot education programs for students in the K-12 Helena School District. Competitively based, each educator submits a program description and budget. If successful, the educator is awarded a one-year mini grant based on the standards established by the HEF board. Generally at least 20 educators receive an award that ranges from a low of 1,000 to a high of 3,000 for an annual budget that totals about 40,000. These programs impact between 3000-5000 students. 119620 1000 25720 All other program activities, including Fabulous First a book for every 1st grader, Vigilante Academy a community volunteer enrichment day for students at each high school, Leadership Institute, Pen and Ink Magazine Harrison Writing Awards 4 student competitive writing cash award, and General Fundraising, Investment and Education and Outreach activities. 220396 true true 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 false false false false false false false false false false false false false false true 4 0 3 true false false false false true true 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 X Merwin Barrows Director 001.00 X 0 0 0 Jason Loble Secretary 001.00 X X 0 0 0 Tim Lynch Director 001.00 X 0 0 0 Kyle Spencer Treasurer 001.00 X X 0 0 0 Corey Crum President Elect 001.00 X X 0 0 0 Susan Blossom Director 001.00 X 0 0 0 Kendra Lenhardt Director 001.00 X 0 0 0 Lynn Etchart Director 001.00 X 0 0 0 Jenny Bloomquist President 001.00 X X 0 0 0 Tim Meldrum Director 001.00 X 0 0 0 Jack Copps ex officio Director 001.00 X 0 0 0 Tasha Peterson Student Director 001.00 X 0 0 0 Audrey Barbour Student Director 001.00 X 0 0 0 Lisa Crodingley Executive Director 040.00 X X 0 0 0 false false false 225468 225468 6231 6231 14630 14936 -306 Miscellaneous Revenue 124 124 124 231517 124 6231 0 1000 1000 0 0 71301 49911 12834 8556 0 44805 25987 3136 15682 0 0 3392 1967 238 1187 2906 2906 0 3305 3305 0 0 0 30887 29064 252 1571 28987 22579 1537 4871 7934 5017 2917 0 1839 1839 183 183 0 449 449 50 50 0 0 0 Small Program Grants 46639 46639 2068 Food 14706 14459 247 Gifts and Awards 2319 2319 Program Supplies 11834 9024 2810 12027 9959 2068 284563 220396 31204 35031 11434 -1800 13777 3204 88173 89491 113384 90895 1517 547 1517 547 X 111758 90238 109 110 111867 90348 113384 90895 X -53046 353 31174 X false false false X X 1 Helena School District #1 816000557 6 true 220396 0 1 220396 0 0.00000 120544 173840 147403 148901 209556 800244 83339 15730 99069 120544 173840 147403 232240 225286 899313 899313 3470 2879 2291 4879 6231 19750 3470 2879 2291 4879 6231 19750 124014 176719 149694 237119 231517 919063 0.00000 0.00000 true false false false false false false false false false false false false false false false false Part IV Section C Line 1 The HEF Executive Director is an employee of the supported organization, Helena School District 1, and is hired, evaluated and supervised by its Superintendent. The Executive Director provides reports to the Helena School Board Trustees on HEF activities and the Superintendent of the Helena School District 1 serves as an ex officio member of the HEF board of directors and attends all HEF board meetings and meetings of the Executive Committee on behalf of the school board trustees. Part IV Section C Line 1 cont. The District Staff and Student Services Department Administrator, appointed by the Superintendent, serves as a liaison to HEF and reviews and advises on programs and activities for students. All programs and services of the Foundation are approved by the Helena School District 1 and administered jointly by both entities. School District personnel serve on HEF grant making committees to schools and participate in the planning and implementation of other programs and projects. X X X X X false MT Great Conversations 14630 14630 14936 14630 14630 14936 14936 -306 true Harrison Writing Award 4 1000 Form 990, Part VI, 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 XI, Line 9 Adjustment to fix incorrect inclusion of in-kind contributions in net income resulting in overstatement of net assets.