2018-06-25T10:38:09-00:00 2017-06-30 Foley and Associates LLC 1822 Winne Helena MT 59601 990 2016-07-01 810544494 Helena Education Foundation HELE 4065941708 PO Box 792 Helena MT 59624 Kyle Spencer Treasurer 2018-06-22 true Gerald Foley 4064317116 2018-06-22 X 2016 2022-09-23 18:48:47Z Lisa Cordingley 428 S Cooke Helena MT 59601 272621 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. Activities include educator instruction pilot p 12 12 3 100 0 147403 192811 114820 47510 2291 4880 4296 -8082 268810 237119 0 0 110860 110891 0 31959 149997 110865 260857 221756 7953 15363 101687 113384 42 1517 101645 111867 X 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. false false 35484 51911 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. 27158 23086 14300 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. 98440 8000 170908 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. 161082 true true false false false false false false false false false false false false false false false false false false false false false 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 2 0 true 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 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 Helen Christensen Director 001.00 X 0 0 0 Corey Crum Treasurer 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 President 001.00 X X 0 0 0 Jenny Bloomquist President elect 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 Liam Watson Student Director 001.00 X 0 0 0 Kendall Johnson Student Director 001.00 X 0 0 0 Lisa Crodingley Executive Director 040.00 X X 69850 0 0 69850 false false false 43910 148901 192811 Student/Educator Events 611710 34010 34010 Public Education Events 611710 13500 13500 47510 4880 4880 27420 36776 35502 -8082 237119 47510 4880 0 0 0 0 68850 49195 12393 8262 0 38555 22362 2699 13491 0 1000 700 180 120 2486 1442 174 870 0 0 3649 3649 0 0 7000 7000 19285 13631 5654 8872 292 6696 1884 6860 2200 3041 1618 0 2775 2175 600 336 336 0 0 49 49 0 0 173 100 12 60 Small Program Grants 23086 23086 Program Food 23748 23748 Gifts and Awards 11399 11182 217 Program Supplies 3633 3633 0 221756 161082 29710 31959 6465 11434 90081 13777 5141 88173 101687 113384 42 1517 42 1517 X 99152 111758 2493 109 101645 111867 101687 113384 15363 -5141 X false false false X 0 0.00000 132153 120544 173840 147403 148901 722841 83339 83339 132153 120544 173840 147403 232240 806180 806180 2698 3470 2879 2291 4879 16217 0 2698 3470 2879 2291 4879 16217 0 0 134851 124014 176719 149694 237119 822397 0.98030 0.98370 0.01970 0.01630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X false MT Great Conversations Dinner 27835 14250 13585 1035 8946 4697 Celebration of Excellence Award Dinner 16076 14516 1560 900 11505 7283 1 8000 8000 240 60 836 51911 36766 15145 2175 20511 12816 35502 -20357 true 17th and Montgomery LLC 7206 Beaver Creek Road Alpharetta GA 30022 812025963 7000 Suicide Prevention and Brain Health Training 1 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. 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.