HELENA EDUCATION FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HELENA EDUCATION FOUNDATION (EIN 81-0544494)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-06-25
- IRS object ID
- 201811769349300246
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-25T10:38:09-00:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foley and Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1822 Winne | AddressLine1Txt |
| City | Helena | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810544494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Helena Education Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 4065941708 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 792 | AddressLine1Txt |
| City | Helena | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59624 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kyle Spencer | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2018-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gerald Foley | PreparerPersonNm |
| Phone | 4064317116 | PhoneNum |
| Preparation | 2018-06-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lisa Cordingley | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 S Cooke | AddressLine1Txt |
| City | Helena | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $272,621 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hefmt.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | Helena Education Foundations Mission is to enrich education in the Helena Public Schools through consistent community investment of time, talent, funding and Resources. Activities include educator instruction pilot p | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $147,403 | PYContributionsGrantsAmt |
| CY Contributions Grants | $192,811 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $114,820 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,510 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,291 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,880 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,296 | PYOtherRevenueAmt |
| CY Other Revenue | -$8,082 | CYOtherRevenueAmt |
| PY Total Revenue | $268,810 | PYTotalRevenueAmt |
| CY Total Revenue | $237,119 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $110,860 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $110,891 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $31,959 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $149,997 | PYOtherExpensesAmt |
| CY Other Expenses | $110,865 | CYOtherExpensesAmt |
| PY Total Expenses | $260,857 | PYTotalExpensesAmt |
| CY Total Expenses | $221,756 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,953 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,363 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,384 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,517 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $101,645 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $111,867 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $35,484 | ExpenseAmt |
| Revenue | $51,911 | RevenueAmt |
| Desc | Adult/educator/public education - these events included Great Conversations, Community Carnival, 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,158 | ExpenseAmt |
| Grant | $23,086 | GrantAmt |
| Revenue | $14,300 | RevenueAmt |
| Desc | 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. Other student/educator events include Fabulous First a book for every 1st grader, the Harrison Writing Award 4 seniors competitive writing scholarship, and the Vigilante Academy a community volunteer enrichment day for students at each high school. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,440 | ExpenseAmt |
| Grant | $8,000 | GrantAmt |
| Revenue | $170,908 | RevenueAmt |
| Desc | All other program activities, including Challenge 40, Vigilante Academy, Institutes, Fabulous Firsts, Leadership Institute, Pen and Ink Harrison Writing scholarships, and General Fundraising and Investment activities. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $161,082 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Cordingley | PersonNm |
| Phone | 4065941708 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 S Cooke | AddressLine1Txt |
| City | Helena | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Merwin Barrows | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Jason Loble | |||||||
| Secretary | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Tim Lynch | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Helen Christensen | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Corey Crum | |||||||
| Treasurer | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Susan Blossom | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Kendra Lenhardt | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Lynn Etchart | |||||||
| President | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Jenny Bloomquist | |||||||
| President elect | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Tim Meldrum | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Jack Copps ex officio | |||||||
| Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Liam Watson | |||||||
| Student Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Kendall Johnson | |||||||
| Student Director | 001.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Crodingley | |||||||
| Executive Director | 040.00 | Yes (X) | $69,850 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $69,850 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $43,910 | FundraisingAmt |
| All Other Contributions | $148,901 | AllOtherContributionsAmt |
| Total Contributions | $192,811 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Student/Educator Events | 611710 | $34,010 | $34,010 |
| Public Education Events | 611710 | $13,500 | $13,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,510 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,880 | TotalRevenueColumnAmt |
| Exclusion | $4,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $27,420 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $36,776 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $35,502 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,082 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,119 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,510 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,880 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,850 | TotalAmt |
| Program Services | $49,195 | ProgramServicesAmt |
| Management And General | $12,393 | ManagementAndGeneralAmt |
| Fundraising | $8,262 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,555 | TotalAmt |
| Program Services | $22,362 | ProgramServicesAmt |
| Management And General | $2,699 | ManagementAndGeneralAmt |
| Fundraising | $13,491 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $700 | ProgramServicesAmt |
| Management And General | $180 | ManagementAndGeneralAmt |
| Fundraising | $120 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,486 | TotalAmt |
| Program Services | $1,442 | ProgramServicesAmt |
| Management And General | $174 | ManagementAndGeneralAmt |
| Fundraising | $870 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,649 | TotalAmt |
| Management And General | $3,649 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,000 | TotalAmt |
| Program Services | $7,000 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,285 | TotalAmt |
| Program Services | $13,631 | ProgramServicesAmt |
| Fundraising | $5,654 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,872 | TotalAmt |
| Program Services | $292 | ProgramServicesAmt |
| Management And General | $6,696 | ManagementAndGeneralAmt |
| Fundraising | $1,884 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,860 | TotalAmt |
| Program Services | $2,200 | ProgramServicesAmt |
| Management And General | $3,041 | ManagementAndGeneralAmt |
| Fundraising | $1,618 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,775 | TotalAmt |
| Program Services | $2,175 | ProgramServicesAmt |
| Management And General | $600 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336 | TotalAmt |
| Program Services | $336 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49 | TotalAmt |
| Management And General | $49 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
| Management And General | $12 | ManagementAndGeneralAmt |
| Fundraising | $60 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Small Program Grants | $23,086 | $23,086 | |
| Program Food | $23,748 | $23,748 | |
| Gifts and Awards | $11,399 | $11,182 | $217 |
| Program Supplies | $3,633 | $3,633 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,756 | TotalAmt |
| Program Services | $161,082 | ProgramServicesAmt |
| Management And General | $29,710 | ManagementAndGeneralAmt |
| Fundraising | $31,959 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,465 | BOYAmt |
| EOY | $11,434 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,081 | BOYAmt |
| EOY | $13,777 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,141 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $88,173 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,687 | BOYAmt |
| EOY | $113,384 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42 | BOYAmt |
| EOY | $1,517 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42 | BOYAmt |
| EOY | $1,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,152 | BOYAmt |
| EOY | $111,758 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,493 | BOYAmt |
| EOY | $109 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,645 | BOYAmt |
| EOY | $111,867 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,687 | BOYAmt |
| EOY | $113,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,363 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,141 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $173,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $148,901 | CurrentTaxYearAmt |
| Total | $722,841 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $83,339 | CurrentTaxYearAmt |
| Total | $83,339 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $173,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $232,240 | CurrentTaxYearAmt |
| Total | $806,180 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $806,180 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,470 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,291 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,879 | CurrentTaxYearAmt |
| Total | $16,217 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,470 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,291 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,879 | CurrentTaxYearAmt |
| Total | $16,217 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $237,119 | CurrentTaxYearAmt |
| Total | $822,397 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98030 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98370 | PublicSupportPY509Pct |
| Investment Income CY | 0.01970 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01630 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | MT | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Great Conversations Dinner | Event1Nm |
| Gross Receipts Event1 | $27,835 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,585 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,035 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,946 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,697 | OtherDirectExpensesEvent1Amt |
| Event2 | Celebration of Excellence Award Dinner | Event2Nm |
| Gross Receipts Event2 | $16,076 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $14,516 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,560 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $900 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $11,505 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $7,283 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,000 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $8,000 | CharitableContriOtherEventsAmt |
| Rent Fclty Costs Other Events | $240 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $60 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $836 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $51,911 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $36,766 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,145 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,175 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $20,511 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,816 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $35,502 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,357 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 17th and Montgomery LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7206 Beaver Creek Road | AddressLine1Txt |
| City | Alpharetta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 812025963 | RecipientEIN |
| Cash Grant | $7,000 | CashGrantAmt |
| Purpose Of Grant | Suicide Prevention and Brain Health Training | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4c | All other program activities, including Challenge 40, Vigilante Academy, Institutes, Fabulous Firsts, Leadership Institute, Pen and Ink Harrison Writing scholarships, and General Fundraising activities. |
| 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 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 15 a, 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. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | HELENA EDUCATION FOUNDATION REQUESTS AN ABATEMENT OF THE PENALTIES WE WILL BE ASSESSED FOR THE LATE FILING OF FORM 990 FOR THE FISCAL YEAR ENDED JUNE 30, 2017. THIS PENALTY IS ESTIMATED TO BE APPROXIMATELYF 4,060.00. HELENA EDUCATION FOUNDATION RELIED ON THE PROFESSIONAL EXPERTISE OF OUR CPA FIRM WHO MISSED THE FILING DEADLINE AFTER FILING AN EXTENSION. OUR HIRING OF A PROFESSIONAL FIRM DEMONSTRATES THAT WE EXERCISED DUE CARE AND DILIGENCE. WE ALSO CONTEND THE FAILURE OF THE FIRM WE RELIED ON TO FILE OUR RETURN TIMELY IS GOOD CAUSE FOR OUR REQUEST FOR ABATEMENT OF THE LATE FILING PENALTY. PLEASE FAVORABLY CONSIDER OUR REQUEST FOR ABATEMENT, AS A PENALTY OF THIS AMOUNT WOULD IMPACT OUR ABILITY TO PROVIDE OUR PROGRAMS AND SERVICES TO THE COMMUNITY. | ExplanationTxt |
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