Helena Field School Inc

Nonprofit profile at a glance

EIN
882751886
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025
Location
Helena, MT, USA
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Educational Services and Schools - Other

Reported finances

Revenue
$50,108
Expenses
$49,954
Assets
$24,245

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Linnea Sando (Vice President)
  • Lesly Valiton (President)

People named in this filing

  • Bridget Rebo (Board Member - Treasurer)
  • Andy Darlin (Board Member)
  • Linnea Sando (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide Place-Based Inquiry-Based learning opportunities

What it reported doing in 2025

The program served 32 students through place-based education during the school year. In addition to the regular program Helena Field School served the community through seasonal community events for families and 5 summer camps.

Operating model

Revenue model
Earned-program. 80% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 82
  • Sustainability: 31
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 96.1%; rating input score 96
  • Program expense ratio: 96.4%; rating input score 96

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 0.3%; rating input score 45; 45th percentile among comparable filings
  • Total-asset coverage ratio: 0.49; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 48.7%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: 60.4% per year; rating input score 100; 94th percentile among comparable filings
  • Revenue growth: 34.3% per year; rating input score 100; 94th percentile among comparable filings
  • Asset growth: 19.6% per year; rating input score 100; 84th percentile among comparable filings

Details

  • Where the money goes: 96.1% of revenue deployed · 96.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $48K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 45/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
  • High — Sustainability: Officer compensation ratio scored 3/100.