HELENA EDUCATION FOUNDATION (EIN 810544494) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Phone

4064432545

Tax Period

2022-07-01 to 2023-06-30

HELENA EDUCATION FOUNDATION, founded in 2002, is a small nonprofit in the Education sector that reported $407K in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $67K, a strong 16% operating margin.

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."

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $406,988

Program Service Revenue $0

Investment Income $505

Other Revenue $0

TOTAL REVENUE $407,493

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,868

Fundraising Expenses $25,819

Program Expenses $273,827

Other Expenses $192,918

TOTAL EXPENSES $340,786

Year-over-Year Comparison

	2022	2021	Change
Revenue	$407,493	$374,200	+0.1%
Expenses	$340,786	$314,886	+0.1%
Net Income	$66,707	$59,314	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$80,640

Total Directors

$80,640

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM MELDRUM	PRESIDENT	1.00	Officer Director	$0	$0	$0
JANA GARZA	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
ELLEN FEAVER	TREASURER	1.00	Officer Director	$0	$0	$0
GRADEN MARCELLE	SECRETARY	1.00	Officer Director	$0	$0	$0
KYLE SPENCER	PAST PRESIDENT	1.00	Director	$0	$0	$0
REX WELTZ	EX OFFICIO	1.00	Director	$0	$0	$0
ANNA GATES	CHS STUDENT REPRESENTATIVE	1.00	Director	$0	$0	$0
ANNIKA NEHRING	HHS STUDENT REPRESENTATIVE	1.00	Director	$0	$0	$0
CHRIS CHRISTENSEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DORAN	DIRECTOR	1.00	Director	$0	$0	$0
BRANDY GARBER	DIRECTOR	1.00	Director	$0	$0	$0
JACOB HEATON	DIRECTOR	1.00	Director	$0	$0	$0
JASON LOBLE	DIRECTOR	1.00	Director	$0	$0	$0
CORY WOOD	DIRECTOR	1.00	Director	$0	$0	$0
SUE SWEENEY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
LISA CORDINGLEY	EXECUTIVE DIRECTOR	40.00	Officer Director Highest	$80,640	$0	$80,640

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$407,493	$340,786	$361,792	$66,707
2022	$374,200	$314,886	$290,875	$59,314
2021	$376,192	$284,046	$236,432	$92,146
2020	$293,120	$235,107	$158,166	$58,013
2019	$250,459	$253,635	$88,201	$-3,176
2018	$231,517	$284,563	$90,895	$-53,046

HELENA EDUCATION FOUNDATION