Civic Intelligence

Helena Industries Inc

990 • Fiscal year 2015 • EIN 81-0305451

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

Organization ProfileWWW.HELENAINDUSTRIES.ORG

View Organization Page

1325 Helena AvenueHelena, MT 59601

(406) 442-8632

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.24x

Higher debt load relative to assets than 64% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

52nd percentile

0.12x

Higher debt load relative to revenue than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

62nd percentile

6.9%

Higher net margin than 62% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

43rd percentile

$46,472

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

6.4%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$1,669,102

Up $295,734 (+22%) from 2014

Net Assets

Up

$1,274,353

Up $234,303 (+23%) from 2014

Liabilities

Up

$394,749

Up $61,431 (+18%) from 2014

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin62nd percentile

Revenue

Up

$3,374,663

Up $201,884 (+6.4%) from 2014

Expenses

Up

$3,140,360

Up $12,830 (+0.4%) from 2014

Net Income

Up

$234,303

Up $189,054 (+418%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,213,932Liabilities 2011: $503,565Net Assets 2011: $710,3672011Assets 2012: $1,335,497Liabilities 2012: $453,413Net Assets 2012: $882,0842012Assets 2013: $1,418,115Liabilities 2013: $423,315Net Assets 2013: $994,8002013Assets 2014: $1,373,368Liabilities 2014: $333,318Net Assets 2014: $1,040,0502014Assets 2015: $1,669,102Liabilities 2015: $394,749Net Assets 2015: $1,274,3532015Assets 2016: $1,425,768Liabilities 2016: $643,866Net Assets 2016: $781,9022016Assets 2017: $3,485,725Liabilities 2017: $3,188,738Net Assets 2017: $296,9872017Assets 2018: $3,012,651Liabilities 2018: $2,765,702Net Assets 2018: $246,9492018Assets 2019: $677,571Liabilities 2019: $71,414Net Assets 2019: $606,1572019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2015

Assets$1,669,102
Liabilities$394,749
Net Assets$1,274,353
Open 2015 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $3,062,6442011Expenses 2012: $3,016,8472012Revenue 2013: $3,170,482Expenses 2013: $3,057,766Net Income 2013: $112,7162013Revenue 2014: $3,172,779Expenses 2014: $3,127,530Net Income 2014: $45,2492014Revenue 2015: $3,374,663Expenses 2015: $3,140,360Net Income 2015: $234,3032015Revenue 2016: $3,287,302Expenses 2016: $3,697,947Net Income 2016: -$410,6452016Revenue 2017: $2,967,555Expenses 2017: $3,452,470Net Income 2017: -$484,9152017Revenue 2018: $2,294,857Expenses 2018: $2,344,895Net Income 2018: -$50,0382018Revenue 2019: $470,474Expenses 2019: $110,666Net Income 2019: $359,8082019Revenue 2020: $9,597Expenses 2020: $116,147Net Income 2020: -$106,5502020

Highlighted filing

2015

Revenue$3,374,663
Expenses$3,140,360
Net Income$234,303
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$4,659,185
Mission and Program Overview

Mission

Our mission is to provide vocational and rehabilitative services utilizing real work, related services and individualized resources to empower persons with disabilities to lead productive and fulfilling lives in their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$535,682$534,776▼ $906
Accounts Receivable$333,582$454,625▲ $121,043
Cash and Non-Interest-Bearing Accounts$171,421$267,858▲ $96,437
Savings and Temporary Cash Investments$167,179$218,359▲ $51,180
Inventories for Sale or Use$131,790$161,625▲ $29,835
Prepaid Expenses and Deferred Charges$16,100$21,844▲ $5,744
Other Notes and Loans Receivable, Net$17,010$9,411▼ $7,599
Investments Other Securities$604$604→ $0
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$1,373,368$1,669,102▲ $295,734
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$333,318$299,519▼ $33,799
Mortgage Notes Payable Secured by Investment Property-$95,230-
Total Liabilities$333,318$394,749▲ $61,431
Net Assets / Fund Balance
Unrestricted Net Assets$1,039,450$1,273,753▲ $234,303
Permanently Rstr Net Assets$600$600→ $0
Total Net Assets Fund Balance$1,040,050$1,274,353▲ $234,303
Total Liabilities and Net Assets / Fund Balance$1,373,368$1,669,102▲ $295,734

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$297,799$818,344$1,116,143
Equipment$61,695$609,577$671,272
Land$175,282-$175,282

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$604---$604
2013$604---$604
2012$600-▲ $4-$604
2011$600---$600
2010$600---$600
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Wally MelcherCEOFT$46,472$46,472
Lana MullaneyCFOFT$15,092$15,092

Board Members and Trustees

NameTitle
Bradley G LandcasterPast Chair
Andrea FoxVice Chair
Andy UtickDirector
Anthony PerpignanoDirector
Chuck SiefertDirector
Dana CadeDirector
Deeanna WalkerDirector
Gregg OlsenDirector
Ryan StavnesDirector
Russell CargoExecutive Director
Deanna TierneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,444
Program Service Revenue
$2,682,478
Investment Income
$234
Other Revenue
$683,507
All Other Contributions
$6,344
Change in Net Assets
$234,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,472,630
Other Expenses$667,730
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,130,304$280,762-$2,411,066
All Other Expenses$100,353$63,770-$164,123
Current Officers, Directors, Trustees, and Key Employees-$61,564-$61,564
Depreciation Depletion$42,591$16,160-$58,751
Other Expenses$22,063$24,818-$46,881
Travel$35,241$1,963-$37,204
Fees for Services Accounting$94$13,914-$14,008
Fees for Services Other$798$4,329-$5,127
Advertising$2,770$2,120-$4,890
Interest$220$3,968-$4,188
Total Functional Expenses$2,605,597$534,763$0$3,140,360
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The tax form 990 is reviewed by management, then presented to the board of directors for approval”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members are required to update the conflict of interest policy annually and when a conflict arises.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation for management and key employees is reviewed and approved by the board of directors”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes available its governing policies, tax returns and financial statements upon request.”

Filing and Contact Details

Filer

Filer Name
Helena Industries Inc
EIN
81-0305451
Phone
4064428632
Address
1325 HELENA AVENUE, HELENA, MT 59601

Signing Officer

Name
Russell Cargo
Title
Executive Director
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Cargo
Formed
1968
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
291
Volunteers
16

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Drive Suite 7, Bozeman, MT 59718
Preparer
Dawn M Wrigg CPA
Phone
4065853393
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt01040050
IRS990/NetAssetsOrFundBalancesEOYAmt01274353
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0676973
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3INSURANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125901
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt233344
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt324818
IRS990/OtherExpensesGrp/ProgramServicesAmt0178431
IRS990/OtherExpensesGrp/ProgramServicesAmt152308
IRS990/OtherExpensesGrp/ProgramServicesAmt240424
IRS990/OtherExpensesGrp/ProgramServicesAmt322063
IRS990/OtherExpensesGrp/TotalAmt0180581
IRS990/OtherExpensesGrp/TotalAmt178209
IRS990/OtherExpensesGrp/TotalAmt273768
IRS990/OtherExpensesGrp/TotalAmt346881
IRS990/OtherRevenueTotalAmt06534
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02130304
IRS990/OtherSalariesAndWagesGrp/TotalAmt02411066
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt017010
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt09411
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0600
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0600
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016100
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021844
IRS990/PrincipalOfficerNm0RUSSELL CARGO
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CASE MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc1WORK SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01503466
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11179012
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01503466
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11179012
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01214500
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01503466
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05948
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0867
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0651311
IRS990/PYOtherRevenueAmt0595344
IRS990/PYProgramServiceRevenueAmt02570620
IRS990/PYRevenuesLessExpensesAmt045249
IRS990/PYSalariesCompEmpBnftPaidAmt02476219
IRS990/PYTotalExpensesAmt03127530
IRS990/PYTotalRevenueAmt03172779
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0234303
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01179012
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0167179
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0218359
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0251135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt095223
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0234
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0282
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0784
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04643973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04250256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04261398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03829507
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03786096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt020771230
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0234
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0282
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0784
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01629
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt021161234
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04650317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04256204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04292752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04080642

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,669,102
Liabilities
$394,749
Net assets
$1,274,353
Revenue
$3,374,663
Expenses
$3,140,360
Net income
$234,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01$0.12$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.07$0.61$0.47$0.11$0.36
2018Detailed filing. Detailed filing data is available for this year.$3.01$2.77$0.25$2.29$2.34$0.05
2017Summary only. Only limited summary data is available for this year.$3.49$3.19$0.30$2.97$3.45$0.48
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.64$0.78$3.29$3.70$0.41
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.39$1.27$3.37$3.14$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.33$1.04$3.17$3.13$0.05
2013Summary only. Only limited summary data is available for this year.$1.42$0.42$0.99$3.17$3.06$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.45$0.88$3.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.50$0.71$3.06