Helena Education Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 269,938 | 222,210 | 47,728 | 5.9 | 48% |
| 2012 | 272,705 | 248,355 | 24,350 | 5.0 | 24% |
| 2013 | 228,503 | 210,362 | 18,141 | 7.0 | 54% |
| 2014 | 222,685 | 245,627 | −22,942 | 4.8 | 53% |
| 2015 | 257,214 | 262,366 | −5,152 | 4.3 | 34% |
| 2016 | 268,810 | 260,857 | 7,953 | 4.7 | 37% |
| 2017 | 237,119 | 221,756 | 15,363 | 6.1 | 48% |
| 2018 | 231,517 | 284,563 | −53,046 | 3.8 | 41% |
| 2019 | 250,459 | 253,635 | −3,176 | 4.1 | 49% |
| 2020 | 293,120 | 235,107 | 58,013 | 7.4 | 54% |
| 2021 | 376,192 | 284,046 | 92,146 | 9.9 | 46% |
| 2022 | 374,200 | 314,886 | 59,314 | 11.0 | 42% |
| 2023 | 407,493 | 340,786 | 66,707 | 12.6 | 41% |
In its most recent public year (2023), this organization brought in $66,707 more than it spent. Its reserves stood at about 12.6 months of spending, up from 5.9 in 2011. Staff pay was 41% 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
Helena Education Foundation's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works