NonprofitsHelena Education Foundation

Education

Helena Education Foundation

HELENA, MT

Total revenue

$424K

Total expenses

$417K

Net assets

$366K

Grants received

$309K

34 grants

EIN

810544494

Tax year

2023

Mission

Helena education foundations mission is "to enrich education in the helena public schools through consistent community investment of time talent funding and resources."

Programs

2 programs

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

Expenses: $73KGrants: $68K

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.

Expenses: $220KGrants: $94K

Financials

FY 2023

Revenue

Contributions & grants$422K
Program service revenue
Investment income$3K
Other revenue
Total revenue$424K

Expenses

Grants paid
Salaries & benefits$158K
Fundraising$36K
Other expenses$259K
Total expenses$417K
Total assets$366K
Net assets$366K

People

16 listed

NameRoleCompensation

LISA CORDINGLEY

EXECUTIVE DIRECTOR

Board

$82K

40 hrs/wk

JOHN DORAN

DIRECTOR

Board

1 hrs/wk

BRANDY GARBER

DIRECTOR

Board

1 hrs/wk

JACOB HEATON

DIRECTOR

Board

1 hrs/wk

JASON LOBLE

DIRECTOR

Board

1 hrs/wk

CORY WOOD

DIRECTOR

Board

1 hrs/wk

SUE SWEENEY

MEMBER AT LARGE

Board

1 hrs/wk

TIM MELDRUM

PRESIDENT

Board

1 hrs/wk

JANA GARZA

PRESIDENT-ELECT

Board

1 hrs/wk

ELLEN FEAVER

TREASURER

Board

1 hrs/wk

GRADEN MARCELLE

SECRETARY

Board

1 hrs/wk

KYLE SPENCER

PAST PRESIDENT

Board

1 hrs/wk

REX WELTZ

EX OFFICIO

Board

1 hrs/wk

ANNA GATES

CHS STUDENT REPRESENTATIVE

Board

1 hrs/wk

CHRIS CHRISTENSEN

DIRECTOR

Board

1 hrs/wk

ANNIKA NEHRING

HHS STUDENT REPRESENTATIVE

Board

1 hrs/wk

Grants received

Showing 34 of 34

FromAmountPurposeYear
$6K
General Support
2024
$3K
General Operating Support
2024
$2K
TO FURTHER THE EXEMPT ACTIVITIES OF THE CHARITY.
2024
$28K
ANNUAL DISTRIBUTION
2023
$11K
General Support
2023
$7K
For grant recipient's exempt purposes
2023
$1K
TO FURTHER THE EXEMPT ACTIVITIES OF THE CHARITY.
2023
$26K
ANNUAL DISTRIBUTION
2022
$11K
For grant recipient's exempt purposes
2022
$10K
General Support
2022
$2K
General Operating Support
2022
$1K
TO FURTHER THE EXEMPT ACTIVITIES OF THE CHARITY.
2022
$1K
CHARITABLE CONTRIBUTION THROUGH THE MATCHING GIFTS PROGRAM
2022
$23K
2021 ANNUAL DISTRIBUTION
2021
$8K
General Support
2021
$22K
2020 ANNUAL DISTRIBUTION
2020
$16K
GENERAL SUPPORT
2020
$7K
For grant recipient's exempt purposes
2020
$4K
Operational Support
2020
$1K
TO FURTHER THE EXEMPT ACTIVITIES OF THE CHARITY.
2020
$20K
2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
2019
$6K
For grant recipient's exempt purposes
2019
$2K
Assist with funding for purchase of books
2019
$14K
GENERAL PROGRAM SUPPORT
2018
$3K
Assist with support of education.
2018
$17K
2017 ANNUAL DISTRIBUTION
2017
$17K
2017 ANNUAL DISTRIBUTION
2017

Funded by

$309K from 11 funders · 34 grants · 2017–2024

Montana Community Foundation Inc

$153K · 7 grants · 2017–2023

Cordingley Foundation

$65K · 6 grants · 2018–2024

Fidelity Investments Charitable Gift Fund

$30K · 4 grants · 2019–2023

Dennis & Phyllis Washington Foundation

$14K · 3 grants · 2020–2023

First Interstate BancSystem Foundation

$13K · 4 grants · 2020–2024

Montana Higher Education Student

$10K · 1 grant · 2018

Mainwaring Family Foundation

$10K · 1 grant · 2021

American Endowment Foundation

$5K · 1 grant · 2024

Details

EIN810544494
NTEE codeB12
Subsection03
Ruling date2002-07
Formed2002
Employees1
Volunteers0
HELENA EDUCATION FOUNDATION — Mission, Financials & Grants Received | Grantivo