Helena Health Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 243,233 | 257,936 | −14,703 | 55.9 | 17% |
| 2012 | 631,351 | 593,679 | 37,672 | 25.1 | 8% |
| 2013 | 521,230 | 377,920 | 143,310 | 43.9 | 12% |
| 2014 | 554,407 | 251,766 | 302,641 | 80.3 | 18% |
| 2015 | 331,775 | 377,591 | −45,816 | 52.1 | 12% |
| 2016 | 453,745 | 451,761 | 1,984 | 43.6 | 10% |
| 2017 | 441,816 | 429,593 | 12,223 | 46.2 | 10% |
| 2018 | 414,594 | 345,128 | 69,466 | 59.9 | 15% |
| 2019 | 602,818 | 376,103 | 226,715 | 62.2 | 12% |
| 2020 | 502,620 | 296,923 | 205,697 | 87.1 | 11% |
| 2021 | 482,735 | 221,312 | 261,423 | 131.1 | 11% |
| 2022 | 266,265 | 256,664 | 9,601 | 113.5 | 9% |
| 2023 | 497,755 | 249,557 | 248,198 | 128.6 | 10% |
In its most recent public year (2023), this organization brought in $248,198 more than it spent. Its reserves stood at about 128.6 months of spending, up from 55.9 in 2011. Staff pay was 10% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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