{"success":true,"data":{"_id":810544494,"filings":[{"Organization":{"value":null,"Person":["Lisa Crodingley","Merwin Barrows","Jason Loble","Susan Sweeney","Kyle Spencer","Corey Crum","Randi Heigh","Brandy Garber","Graden Marcelle","Ellen Feaver","Tim Meldrum","Rex Weltz ex officio","Isaac Nehring","Cadence Hatton","Chris Christensen"],"Title":["Executive Director","Secretary","Treasurer","Director","President","Director","Director","Director","Director","Director","President-elect","Director","Student Director","Student Director","Director"],"Hours":[40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[78191,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[78191,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Helena education foundations mission is to enrich education in the helena public schools through consistent community investment of time, talent, funding and resources.","year":2020,"name":"Helena Education Foundation","phone":4064432545,"website":"www.hefmt.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Lisa Cordingley","year_formation":2002,"state_legal_domicile":"MT","total_volunteers":null,"tax_period_begin":"2020-07-01T00:00:00","tax_period_end":"2021-06-30T00:00:00","address":"PO Box 792, Helena, MT, 59624, USA","city":"Helena","state":"MT","country":"USA","zip_code":59624},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":376192,"Contributions":{"value":369274,"Other contributions":369274,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":6918,"Investment income total":6918,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":284046,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":140990,"Current officers":78191,"Disqualified persons":0,"Other salaries and wages":53041,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":9758},"Other expenses":{"value":143056,"Management services":0,"Legal":0,"Accounting":3208,"Lobbying services":0,"Investment management fees":0,"Other services":1600,"Advertising":5561,"Office expenses":1320,"Information technology":7260,"Royalties":0,"Occupancy":769,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":798,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":113668,"Small Program Grants":84240,"Dues and Fees":2751,"Printing":15237,"Gifts and Awards":11440},"All other expenses":8872},"Functional Expenses":{"value":null,"Program Service Expenses":209664,"Management And General Expenses":30385,"Fundraising Expenses":43996}},"Assets":{"value":236432,"Non-interest bearing cash":90446,"Savings and temp cash investments":52058,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":93528,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":400},"Liabilities":{"value":1705,"Sum of Total Liabilities":0,"Accounts payable, accrued":419,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1286},"Fund balance":{"value":234727,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7381339642170635,"percentile":0.5632150596537585},"Fundraising Efficiency":{"score":8.393353941267389,"percentile":0.3455299890456674},"Operating Margin":{"score":0.24494407111262334,"percentile":0.7968383503383857},"Liabilities to Assets Ratio":{"score":0.00721137578669554,"percentile":0.5140897001637079},"Operating Reserve Ratio":{"score":0.8323722214007591,"percentile":0.3733723315614643},"Officer Compensation Ratio":{"score":0.2752758356040923,"percentile":0.21176510233953116},"Program Expense Growth":{"score":0.020501232758759005,"percentile":0.40724086783130437},"Revenue Growth":{"score":0.12235209128159105,"percentile":0.8080757008061087},"Asset Growth":{"score":0.2280432498202533,"percentile":0.8730984149217217},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6184026836296431,"percentile":0.6582813756466255}},"source_xml":"202241339349306284_public.xml"},{"Organization":{"value":null,"Person":["Merwin Barrows","Jason Loble","Susan Sweeney","Kyle Spencer","Corey Crum","Randi Heigh","Brandy Garber","Graden Marcelle","Ellen Feaver","Tim Meldrum","Rex Weltz ex officio","Isaac Nehring","Candence Hatton","Lisa Cordingley","Chris Christensen"],"Title":["Secretary","Treasurer","Director","President","Past President","Director","Director","Director","Director","President-elect","Ex Officio","Student Director","Student Director","Executive Director","Director"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,77726,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,77726,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Helena education foundation's mission is \"to enrich education in the helena public schools through consistent community investment of time talent funding and resources.\"","year":2021,"name":"HELENA EDUCATION FOUNDATION","phone":4064432545,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2002,"state_legal_domicile":"MT","total_volunteers":0,"tax_period_begin":"2021-07-01T00:00:00","tax_period_end":"2022-06-30T00:00:00","address":"PO BOX 792, HELENA, MT, 596240792, USA","city":"HELENA","state":"MT","country":"USA","zip_code":596240792},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":374200,"Contributions":{"value":373633,"Other contributions":373633,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":{"value":0,"VARIOUS":0},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":567,"Investment income total":567,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":314886,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":143430,"Current officers":77726,"Disqualified persons":0,"Other salaries and wages":55578,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":10126},"Other expenses":{"value":171456,"Management services":395,"Legal":0,"Accounting":2666,"Lobbying services":0,"Investment management fees":0,"Other services":7667,"Advertising":3783,"Office expenses":1320,"Information technology":5372,"Royalties":0,"Occupancy":4245,"Travel":0,"Conferences and meetings":17486,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":121488,"Small Program Grants":86128,"Supplies":3459,"Gifts and Awards":12326,"Printing":19575},"All other expenses":7034},"Functional Expenses":{"value":null,"Program Service Expenses":235426,"Management And General Expenses":34397,"Fundraising Expenses":45062}},"Assets":{"value":290875,"Non-interest bearing cash":44030,"Savings and temp cash investments":52749,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":194096,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1207,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1207},"Fund balance":{"value":289668,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7476547067827721,"percentile":0.5710036815351276},"Fundraising Efficiency":{"score":8.29153166748036,"percentile":0.3417847785659905},"Operating Margin":{"score":0.15850881881346873,"percentile":0.7095269529553492},"Liabilities to Assets Ratio":{"score":0.0041495487752470995,"percentile":0.535861916677728},"Operating Reserve Ratio":{"score":0.9237470068532739,"percentile":0.40152627419057896},"Officer Compensation Ratio":{"score":0.2468385383916719,"percentile":0.24503417992358661},"Program Expense Growth":{"score":0.04671260522296264,"percentile":0.5188251766707997},"Revenue Growth":{"score":0.11302326610526339,"percentile":0.7911486229408785},"Asset Growth":{"score":0.2443642412847477,"percentile":0.8860112923895664},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6214882788090452,"percentile":0.6668409199855291}},"source_xml":"202341329349309364_public.xml"},{"Organization":{"value":null,"Person":["Merwin Barrows","Jason Loble","Tim Lynch","Helen Christensen","Corey Crum","Susan Blossom","Kendra Lenhardt","Lynn Etchart","Jenny Bloomquist","Tim Meldrum","Jack Copps ex officio","Liam Watson","Kendall Johnson","Lisa Crodingley"],"Title":["Director","Secretary","Director","Director","Treasurer","Director","Director","President","President elect","Director","Director","Student Director","Student Director","Executive Director"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,69850],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,69850],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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","year":2016,"name":"Helena Education Foundation","phone":4065941708,"website":"www.hefmt.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Lisa Cordingley","year_formation":2002,"state_legal_domicile":"MT","total_volunteers":100,"tax_period_begin":"2016-07-01T00:00:00","tax_period_end":"2017-06-30T00:00:00","address":"PO Box 792, Helena, MT, 59624, USA","city":"Helena","state":"MT","country":"USA","zip_code":59624},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":3,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":3,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":237119,"Contributions":{"value":192811,"Other contributions":148901,"Contributions from gifts and grants":0,"Fundraising revenue":43910,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":47510,"Total revenue":{"value":47510,"Student/Educator Events":34010,"Public Education Events":13500},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4880,"Investment income total":4880,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":-8082,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-8082,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":221756,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":110891,"Current officers":68850,"Disqualified persons":0,"Other salaries and wages":38555,"Pension plan contributions":0,"Other employee benefits":1000,"Payroll taxes":2486},"Other expenses":{"value":110865,"Management services":0,"Legal":0,"Accounting":3649,"Lobbying services":0,"Investment management fees":0,"Other services":7000,"Advertising":19285,"Office expenses":8872,"Information technology":6860,"Royalties":0,"Occupancy":2775,"Travel":336,"Conferences and meetings":0,"Interest":49,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":173,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":61866,"Small Program Grants":23086,"Program Food":23748,"Gifts and Awards":11399,"Program Supplies":3633},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":161082,"Management And General Expenses":29710,"Fundraising Expenses":31959}},"Assets":{"value":113384,"Non-interest bearing cash":11434,"Savings and temp cash investments":13777,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":88173,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1517,"Sum of Total Liabilities":0,"Accounts payable, accrued":1517,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":111867,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7263929724562131,"percentile":0.5543809865225202},"Fundraising Efficiency":{"score":6.033073625582778,"percentile":0.2509809456056421},"Operating Margin":{"score":0.06479025299533146,"percentile":0.5567225816076413},"Liabilities to Assets Ratio":{"score":0.013379312777816977,"percentile":0.48244891705299453},"Operating Reserve Ratio":{"score":0.5113007088872454,"percentile":0.25578713644536394},"Officer Compensation Ratio":{"score":0.3149858402929346,"percentile":0.17357501439527395},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5354883490791695,"percentile":0.41569515775091626}},"source_xml":"201811769349300246_public.xml"},{"Organization":{"value":null,"Person":["CHRIS CHRISTENSEN","JOHN DORAN","BRANDY GARBER","JACOB HEATON","JASON LOBLE","CORY WOOD","SUE SWEENEY","LISA CORDINGLEY","TIM MELDRUM","JANA GARZA","ELLEN FEAVER","GRADEN MARCELLE","KYLE SPENCER","REX WELTZ","ANNA GATES","ANNIKA NEHRING"],"Title":["DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","MEMBER AT LARGE","EXECUTIVE DIRECTOR","PRESIDENT","PRESIDENT-ELECT","TREASURER","SECRETARY","PAST PRESIDENT","EX OFFICIO","CHS STUDENT REPRESENTATIVE","HHS STUDENT REPRESENTATIVE"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,82385,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,82385,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Helena education foundations mission is \"to enrich education in the helena public schools through consistent community investment of time talent funding and resources.\"","year":2023,"name":"HELENA EDUCATION FOUNDATION","phone":4064432545,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2002,"state_legal_domicile":"MT","total_volunteers":0,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"PO BOX 792, HELENA, MT, 596240792, USA","city":"HELENA","state":"MT","country":"USA","zip_code":596240792},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":424307,"Contributions":{"value":421561,"Other contributions":421561,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":{"value":0,"VARIOUS":0},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2746,"Investment income total":2746,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":416569,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":157820,"Current officers":82385,"Disqualified persons":0,"Other salaries and wages":65719,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":9716},"Other expenses":{"value":258749,"Management services":0,"Legal":0,"Accounting":4580,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":5778,"Office expenses":3553,"Information technology":1031,"Royalties":0,"Occupancy":0,"Travel":206,"Conferences and meetings":8870,"Interest":213,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":213020,"Program Grants and Awards":150756,"Supplies":39340,"Gifts and Awards":8451,"Printing/copying":14473},"All other expenses":21498},"Functional Expenses":{"value":null,"Program Service Expenses":346301,"Management And General Expenses":33990,"Fundraising Expenses":36267}},"Assets":{"value":366293,"Non-interest bearing cash":71278,"Savings and temp cash investments":61154,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":233861,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":770,"Sum of Total Liabilities":0,"Accounts payable, accrued":-527,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1297},"Fund balance":{"value":365523,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8313172607659235,"percentile":0.6664438545753345},"Fundraising Efficiency":{"score":11.623817795792318,"percentile":0.4450377641256647},"Operating Margin":{"score":0.018236795527766452,"percentile":0.4476510487032064},"Liabilities to Assets Ratio":{"score":0.002102142274081132,"percentile":0.5553063338102003},"Operating Reserve Ratio":{"score":0.879309310102288,"percentile":0.38807346179737157},"Officer Compensation Ratio":{"score":0.19777035737176793,"percentile":0.3177978332121314},"Program Expense Growth":{"score":0.09423020759171635,"percentile":0.6624737253866964},"Revenue Growth":{"score":0.09707662896156452,"percentile":0.7571981586018006},"Asset Growth":{"score":0.2127533696982912,"percentile":0.8594439820041735},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.630650450093827,"percentile":0.6918496043203091}},"source_xml":"202541359349300909_public.xml"},{"Organization":{"value":null,"Person":["TIM MELDRUM","JANA GARZA","ELLEN FEAVER","GRADEN MARCELLE","KYLE SPENCER","REX WELTZ","ANNA GATES","ANNIKA NEHRING","CHRIS CHRISTENSEN","JOHN DORAN","BRANDY GARBER","JACOB HEATON","JASON LOBLE","CORY WOOD","SUE SWEENEY","LISA CORDINGLEY"],"Title":["PRESIDENT","PRESIDENT-ELECT","TREASURER","SECRETARY","PAST PRESIDENT","EX OFFICIO","CHS STUDENT REPRESENTATIVE","HHS STUDENT REPRESENTATIVE","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","MEMBER AT LARGE","EXECUTIVE DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,80640],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,80640],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Helena education foundation's mission is \"to enrich education in the helena public schools through consistent community investment of time talent funding and resources.\"","year":2022,"name":"HELENA EDUCATION FOUNDATION","phone":4064432545,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2002,"state_legal_domicile":"MT","total_volunteers":0,"tax_period_begin":"2022-07-01T00:00:00","tax_period_end":"2023-06-30T00:00:00","address":"PO BOX 792, HELENA, MT, 596240792, USA","city":"HELENA","state":"MT","country":"USA","zip_code":596240792},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":407493,"Contributions":{"value":406988,"Other contributions":406988,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":{"value":0,"VARIOUS":0},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":505,"Investment income total":505,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":340786,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":147868,"Current officers":80641,"Disqualified persons":0,"Other salaries and wages":60179,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":7048},"Other expenses":{"value":192918,"Management services":0,"Legal":0,"Accounting":3129,"Lobbying services":0,"Investment management fees":0,"Other services":17133,"Advertising":5253,"Office expenses":5959,"Information technology":0,"Royalties":0,"Occupancy":3995,"Travel":3006,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":459,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":149007,"Program Grants":79894,"Supplies":53624,"Gifts and Awards":15489,"Printing/copying":0},"All other expenses":4977},"Functional Expenses":{"value":null,"Program Service Expenses":273827,"Management And General Expenses":41140,"Fundraising Expenses":25819}},"Assets":{"value":361792,"Non-interest bearing cash":90659,"Savings and temp cash investments":78437,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":192696,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4623,"Sum of Total Liabilities":0,"Accounts payable, accrued":4623,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":357169,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8035159895066112,"percentile":0.6299428838423304},"Fundraising Efficiency":{"score":15.763120182811107,"percentile":0.5341826061326982},"Operating Margin":{"score":0.16370097155043153,"percentile":0.7159867193268604},"Liabilities to Assets Ratio":{"score":0.012778060321952946,"percentile":0.48504034524517686},"Operating Reserve Ratio":{"score":1.061639856097375,"percentile":0.4406521566474188},"Officer Compensation Ratio":{"score":0.23662943900277594,"percentile":0.25831250760055813},"Program Expense Growth":{"score":0.06851288787575789,"percentile":0.5947419925090038},"Revenue Growth":{"score":0.10624176305239388,"percentile":0.7775593102847795},"Asset Growth":{"score":0.2413546980955331,"percentile":0.8837123303148708},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6629005475009041,"percentile":0.7725992188998323}},"source_xml":"202431369349318208_public.xml"},{"Organization":{"value":null,"Person":["Lisa Crodingley","Merwin Barrows","Chris Christensen","Susan Sweeney","Kyle Spencer","Corey Crum","Jason Loble","Kendra Lenhardt","Lynn Etchart","Jenny Bloomquist","Tim Meldrum","Tyler Ream ex officio","Ellie Doran","Lenny Triem","Tom McGree","Graden Marcelle"],"Title":["Executive Director","Secretary","Treasurer","Director","President Elect","President","Director","Director","Director","Director","Director","Director","Student Director","Student Director","Director","Director"],"Hours":[40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[75954,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[75954,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Helena education foundations mission is to enrich education in the helena public schools through consistent community investment of time, talent, funding and resources.","year":2019,"name":"Helena Education Foundation","phone":4064432545,"website":"www.hefmt.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Lisa Cordingley","year_formation":2002,"state_legal_domicile":"MT","total_volunteers":null,"tax_period_begin":"2019-07-01T00:00:00","tax_period_end":"2020-06-30T00:00:00","address":"PO Box 792, Helena, MT, 59624, USA","city":"Helena","state":"MT","country":"USA","zip_code":59624},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":293120,"Contributions":{"value":289746,"Other contributions":289746,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3374,"Investment income total":3374,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":235107,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":137663,"Current officers":75954,"Disqualified persons":0,"Other salaries and wages":52093,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":9616},"Other expenses":{"value":97444,"Management services":0,"Legal":0,"Accounting":2324,"Lobbying services":0,"Investment management fees":0,"Other services":2198,"Advertising":7549,"Office expenses":24719,"Information technology":6991,"Royalties":0,"Occupancy":0,"Travel":28,"Conferences and meetings":0,"Interest":7,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":44621,"Small Program Grants":20934,"Food":12184,"Accomodations":1518,"Gifts":9985},"All other expenses":9007},"Functional Expenses":{"value":null,"Program Service Expenses":161565,"Management And General Expenses":27916,"Fundraising Expenses":45636}},"Assets":{"value":158166,"Non-interest bearing cash":40057,"Savings and temp cash investments":31101,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":86610,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":398},"Liabilities":{"value":12981,"Sum of Total Liabilities":0,"Accounts payable, accrued":-198,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":13179},"Fund balance":{"value":145185,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6871977440059207,"percentile":0.5297167151361846},"Fundraising Efficiency":{"score":6.349066526426506,"percentile":0.2645236113391264},"Operating Margin":{"score":0.19791552947598254,"percentile":0.7542021803341935},"Liabilities to Assets Ratio":{"score":0.08207200030347862,"percentile":0.3444444581004305},"Operating Reserve Ratio":{"score":0.6727404968801439,"percentile":0.3186423750252361},"Officer Compensation Ratio":{"score":0.32306141458995263,"percentile":0.16679861316980757},"Program Expense Growth":{"score":-0.020274367753171058,"percentile":0.25916173165232936},"Revenue Growth":{"score":0.07387560943080275,"percentile":0.6939866752560507},"Asset Growth":{"score":0.11685624636632745,"percentile":0.7215261631696743},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5505513015910009,"percentile":0.45892364644868205}},"source_xml":"202141389349300529_public.xml"},{"Organization":{"value":null,"Person":["Merwin Barrows","Jason Loble","Tim Lynch","Kyle Spencer","Corey Crum","Susan Blossom","Kendra Lenhardt","Lynn Etchart","Jenny Bloomquist","Tim Meldrum","Jack Copps ex officio","Tasha Peterson","Audrey Barbour","Lisa Crodingley"],"Title":["Director","Secretary","Director","Treasurer","President Elect","Director","Director","Director","President","Director","Director","Student Director","Student Director","Executive Director"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Helena education foundations mission is to enrich education in the helena public schools through consistent community investment of time, talent, funding and resources.","year":2017,"name":"Helena Education Foundation","phone":4064432545,"website":"www.hefmt.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Lisa Cordingley","year_formation":2002,"state_legal_domicile":"MT","total_volunteers":100,"tax_period_begin":"2017-07-01T00:00:00","tax_period_end":"2018-06-30T00:00:00","address":"PO Box 792, Helena, MT, 59624, USA","city":"Helena","state":"MT","country":"USA","zip_code":59624},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":3,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":3,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":231517,"Contributions":{"value":225468,"Other contributions":225468,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":6231,"Investment income total":6231,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":-182,"Other total":124,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-306,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":284563,"Grant expense":{"value":1000,"Grants to domestic orgs":0,"Grants to domestic individuals":1000,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":119498,"Current officers":71301,"Disqualified persons":0,"Other salaries and wages":44805,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":3392},"Other expenses":{"value":164065,"Management services":2906,"Legal":0,"Accounting":3305,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":30887,"Office expenses":28987,"Information technology":7934,"Royalties":0,"Occupancy":1839,"Travel":183,"Conferences and meetings":449,"Interest":50,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":75498,"Small Program Grants":46639,"Food":14706,"Gifts and Awards":2319,"Program Supplies":11834},"All other expenses":12027},"Functional Expenses":{"value":null,"Program Service Expenses":220396,"Management And General Expenses":31204,"Fundraising Expenses":35031}},"Assets":{"value":90895,"Non-interest bearing cash":-1800,"Savings and temp cash investments":3204,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":89491,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":547,"Sum of Total Liabilities":0,"Accounts payable, accrued":547,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":90348,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7745068754546445,"percentile":0.5964628664416393},"Fundraising Efficiency":{"score":6.4362421854928495,"percentile":0.26824866047041224},"Operating Margin":{"score":-0.22912356328045025,"percentile":0.1378826697242677},"Liabilities to Assets Ratio":{"score":0.006017932779580835,"percentile":0.521860502463813},"Operating Reserve Ratio":{"score":0.3194196012833713,"percentile":0.17167351183517274},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4872686538819153,"percentile":0.29122249235708547}},"source_xml":"201941339349307599_public.xml"},{"Organization":{"value":null,"Person":["Merwin Barrows","Chris Christensen","Susan Sweeney","Kyle Spencer","Corey Crum","Susan Blossom","Kendra Lenhardt","Lynn Etchart","Jenny Bloomquist","Tim Meldrum","Tyler Ream ex officio","Ellie Doran","Lenny Triem","Lisa Crodingley","Tom McGree","Graden Hahn"],"Title":["Secretary","Treasurer","Director","President Elect","President","Director","Director","Director","Director","Director","Director","Student Director","Student Director","Executive Director","Director","Director"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,73999,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,73999,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Helena education foundations mission is to enrich education in the helena public schools through consistent community investment of time, talent, funding and resources.","year":2018,"name":"Helena Education Foundation","phone":4064432545,"website":"www.hefmt.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Lisa Cordingley","year_formation":2002,"state_legal_domicile":"MT","total_volunteers":null,"tax_period_begin":"2018-07-01T00:00:00","tax_period_end":"2019-06-30T00:00:00","address":"PO Box 792, Helena, MT, 59624, USA","city":"Helena","state":"MT","country":"USA","zip_code":59624},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":250459,"Contributions":{"value":103615,"Other contributions":89327,"Contributions from gifts and grants":0,"Fundraising revenue":14288,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4809,"Investment income total":4809,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":142035,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":142035,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":253635,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":133242,"Current officers":73999,"Disqualified persons":0,"Other salaries and wages":49806,"Pension plan contributions":0,"Other employee benefits":418,"Payroll taxes":9019},"Other expenses":{"value":120393,"Management services":0,"Legal":0,"Accounting":2774,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":3865,"Office expenses":30892,"Information technology":0,"Royalties":0,"Occupancy":600,"Travel":696,"Conferences and meetings":0,"Interest":61,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":60982,"Small Program Grants":38073,"Food":22909},"All other expenses":20523},"Functional Expenses":{"value":null,"Program Service Expenses":182188,"Management And General Expenses":29318,"Fundraising Expenses":42129}},"Assets":{"value":88201,"Non-interest bearing cash":0,"Savings and temp cash investments":4964,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":83237,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1029,"Sum of Total Liabilities":0,"Accounts payable, accrued":-198,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1227},"Fund balance":{"value":87172,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7183078045222465,"percentile":0.548743082016869},"Fundraising Efficiency":{"score":2.459469723943127,"percentile":0.09274124253430069},"Operating Margin":{"score":-0.012680718201382262,"percentile":0.354241840560591},"Liabilities to Assets Ratio":{"score":0.011666534393034092,"percentile":0.49017055780333085},"Operating Reserve Ratio":{"score":0.34774774774774775,"percentile":0.184627360855606},"Officer Compensation Ratio":{"score":0.2917538983184497,"percentile":0.1948819734052503},"Program Expense Growth":{"score":0.056166240291236305,"percentile":0.5539228329710086},"Revenue Growth":{"score":0.027826643211258592,"percentile":0.504009265784043},"Asset Growth":{"score":-0.12915242067833696,"percentile":0.08422443813507074},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.46253815887546174,"percentile":0.23673606601734307}},"source_xml":"202001829349301725_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["CHRIS CHRISTENSEN","JOHN DORAN","BRANDY GARBER","JACOB HEATON","JASON LOBLE","CORY WOOD","SUE SWEENEY","LISA CORDINGLEY","TIM MELDRUM","JANA GARZA","ELLEN FEAVER","GRADEN MARCELLE","KYLE SPENCER","REX WELTZ","ANNA GATES","ANNIKA NEHRING"],"Title":["DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","MEMBER AT LARGE","EXECUTIVE DIRECTOR","PRESIDENT","PRESIDENT-ELECT","TREASURER","SECRETARY","PAST PRESIDENT","EX OFFICIO","CHS STUDENT REPRESENTATIVE","HHS STUDENT REPRESENTATIVE"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,82385,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,82385,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Helena education foundations mission is \"to enrich education in the helena public schools through consistent community investment of time talent funding and resources.\"","year":2023,"name":"HELENA EDUCATION FOUNDATION","phone":4064432545,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2002,"state_legal_domicile":"MT","total_volunteers":0,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"PO BOX 792, HELENA, MT, 596240792, USA","city":"HELENA","state":"MT","country":"USA","zip_code":596240792},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":424307,"Contributions":{"value":421561,"Other contributions":421561,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":{"value":0,"VARIOUS":0},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2746,"Investment income total":2746,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":416569,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":157820,"Current officers":82385,"Disqualified persons":0,"Other salaries and wages":65719,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":9716},"Other expenses":{"value":258749,"Management services":0,"Legal":0,"Accounting":4580,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":5778,"Office expenses":3553,"Information technology":1031,"Royalties":0,"Occupancy":0,"Travel":206,"Conferences and meetings":8870,"Interest":213,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":213020,"Program Grants and Awards":150756,"Supplies":39340,"Gifts and Awards":8451,"Printing/copying":14473},"All other expenses":21498},"Functional Expenses":{"value":null,"Program Service Expenses":346301,"Management And General Expenses":33990,"Fundraising Expenses":36267}},"Assets":{"value":366293,"Non-interest bearing cash":71278,"Savings and temp cash investments":61154,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":233861,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":770,"Sum of Total Liabilities":0,"Accounts payable, accrued":-527,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1297},"Fund balance":{"value":365523,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8313172607659235,"percentile":0.6664438545753345},"Fundraising Efficiency":{"score":11.623817795792318,"percentile":0.4450377641256647},"Operating Margin":{"score":0.018236795527766452,"percentile":0.4476510487032064},"Liabilities to Assets Ratio":{"score":0.002102142274081132,"percentile":0.5553063338102003},"Operating Reserve Ratio":{"score":0.879309310102288,"percentile":0.38807346179737157},"Officer Compensation Ratio":{"score":0.19777035737176793,"percentile":0.3177978332121314},"Program Expense Growth":{"score":0.09423020759171635,"percentile":0.6624737253866964},"Revenue Growth":{"score":0.09707662896156452,"percentile":0.7571981586018006},"Asset Growth":{"score":0.2127533696982912,"percentile":0.8594439820041735},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.630650450093827,"percentile":0.6918496043203091}},"source_xml":"202541359349300909_public.xml"},"sector":"Education","donation_categories":[],"zakat_policy":null},"error":null}