EIN 81-0544494

Helena Education Foundation

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Helena
State
Year formed
2002
Most recent tax filings
2023-06-01
Description
HEF enriches Helena Public Schools through community investment, grants, and enrichment programs for educators and students, as well as public education events.
Total revenues
$407,493
2023
Total expenses
$340,786
2023
Total assets
$361,792
2023
Num. employees
1
2023

Program areas at Helena Education Foundation

Adult educator public education and enrichment- events in this program area include Great Conversations Carnival Classic and Celebration of Excellence. These programs offer a range of experiences including innovative discussion of current achievements and celebration of the beginning and end of year achievements of students and educators as well as family entertainment and showcasing student talent. They involve all students 8,000 and educators 600 in the school district and over 1,000 members of the public.
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.
Education instructor pilot and enrichment programs in classrooms -events include Great Ideas Grants and Spark 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 30-40 educators receive awards annually ranging from a low of $100 to a high of $5,000 for an annual budget that totals $65,000. These programs impact between 3000-5000 students. The Sensory Pathways special project addresses the growing need for students to engage in physical movement to engage cognitive function. HEF purchased 2 Sensory Pathways for all 11 elementary schools. Sensory pathways are colorful exercises designed to develop motor skills balance hand-eye coordination spatial awareness and provide critical "brain breaks" to calm and refocus students throughout the school day.1

Who funds Helena Education Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Montana Community Foundation (MCF)Annual Distribution$25,682
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$10,850
Cordingley FoundationGeneral Support$10,500
...and 4 more grants received

Personnel at Helena Education Foundation

NameTitleCompensation
Lisa CordingleyExecutive Director$80,640
Candence HattonStudent Director$0

Financials for Helena Education Foundation

RevenuesFYE 06/2023
Total grants, contributions, etc.$406,988
Program services$0
Investment income and dividends$505
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$407,493

Form 990s for Helena Education Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-15990View PDF
2022-062023-05-12990View PDF
2021-062022-05-13990View PDF
2020-062021-05-26990View PDF
2019-062020-08-10990View PDF
...and 8 more Form 990s
Data update history
July 22, 2024
Updated personnel
Identified 5 new personnel
July 17, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 18, 2024
Received grants
Identified 4 new grant, including a grant for $25,682 from Montana Community Foundation (MCF)
December 25, 2023
Received grants
Identified 5 new grant, including a grant for $23,188 from Montana Community Foundation (MCF)
July 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Grantmaking organizationsCorporate foundationsSchoolsCharities
Issues
Education
Characteristics
State / local levelTax deductible donationsAccepts online donations
General information
Address
PO Box 792
Helena, MT 59624
County
Lewis and Clark County, MT
Website URL
hefmt.org/ 
Phone
(406) 443-2545
IRS details
EIN
81-0544494
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B82: Scholarships, Student Financial Aid Services
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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