Helena Education Foundation
Donations deductibleRevenue
$482k
year to 30 June 2025
Expenses
$417k
year to 30 June 2025
Total assets
$464k
$326 liabilities
Net assets
$464k
assets less liabilities
Directors and trustees
16
5.4 years on average
Staff
1
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Voting members
15
reported in Part VI
Helena Education Foundation's network
16 people8 organisationsi16 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (16). Violet dotted lines (8) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
16 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 15 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Anna Gates | CHS Student Representative | 2023 | 3 yrs |
| Annika Nehring | HHS Student Representative | 2023 | 3 yrs |
| Brandy Garber | Director | 2021 | 5 yrs |
| Chris Christensen | Director | 2019 | 7 yrs |
| Cory Wood | Director | 2023 | 3 yrs |
| Ellen Feaver | Treasurer | 2021 | 5 yrs |
| Graden Marcelle | Company secretary | 2020 | 6 yrs |
| Jacob Heaton | Director | 2023 | 3 yrs |
| Jana Garza | President-Elect | 2023 | 3 yrs |
| Jason Loble | Director | 2018 | 8 yrs |
| John Doran | Director | 2023 | 3 yrs |
| Kyle Spencer | Past President | 2018 | 8 yrs |
| Lisa Cordingley | Executive Director | 2022 | 4 yrs |
| REX Weltz | Ex Officio | 2023 | 3 yrs |
| Susan Sweeney (also filed as Sue Sweeney) | Member at Large | 2019 | 7 yrs |
| TIM Meldrum (also filed as Tim Meldrum) | President | 2018 | 8 yrs |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Lisa Cordingley | Executive Director | 40 | $86k | ||
| Tim Meldrum | President | 1 | $0 | ||
| Jana Garza | President-Elect | 1 | $0 | ||
| Graden Marcelle | Secretary | 1 | $0 | ||
| Ellen Feaver | Treasurer | 1 | $0 | ||
| Kenzie Crisswell | HHS Student Representative | 1 | $0 | ||
| Delaney Lynch | CHS Student Representative | 1 | $0 | ||
| Chris Christensen | Director | 1 | $0 | ||
| John Doran | Director | 1 | $0 | ||
| Brandy Garber | Director | 1 | $0 | ||
| Jake Heaton | Director | 1 | $0 | ||
| Jason Loble | Director | 1 | $0 | ||
| Tony Perpignano | Director | 1 | $0 | ||
| Kyle Spencer | Past-President | 1 | $0 | ||
| Sue Sweeney | Director | 1 | $0 | ||
| Rex Weltz | Ex Officio | 1 | $0 | ||
| Cory Wood | Director | 1 | $0 |
About
- Legal name
- Helena Education Foundation
- EIN
- 810544494
- Address
- 1325 Poplar St, Helena, MT, 59601-0939
- State
- Montana
- Mission
- 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. Activities include educator and student recognition grants for pilot and enrichment programs and community outreach programs. (as filed on the Form 990)
- Activity (NTEE)
- B12 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 4 (IRS master file code)
- Formed
- 2002
- Principal officer
- Rebecca Leaphart (as named on the Form 990)
- IRS ruling date
- 1 July 2002
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsJason Loble
≥8years on the filingsKyle Spencer
≥8years on the filingsTIM Meldrum
≥7years on the filingsChris Christensen
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $464k
- Total liabilities
- $326
- Net assets or fund balances
- $464k
- Contributions and grants received
- $478k
- Program service revenue
- $0
- Employees
- 1