Civic Intelligence

The Angel Fund

990 • Fiscal year 2018 • EIN 81-0535130

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 10, 2018

Organization ProfileWWW.ANGELFUNDHELENA.ORG
PO Box 7436Helena, MT 59604

(406) 368-2406

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$12,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$277,666

Up $33,739 (+14%) from 2017

Net Assets

Up

$277,666

Up $33,739 (+14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin75th percentile

Revenue

Up

$173,403

Up $31,183 (+22%) from 2017

Expenses

Up

$139,664

Up $9,101 (+7.0%) from 2017

Net Income

Up

$33,739

Up $22,082 (+189%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$600K$400K$200K$0Assets 2011: $210,481Liabilities 2011: $0Net Assets 2011: $210,4812011Assets 2012: $200,758Liabilities 2012: $0Net Assets 2012: $200,7582012Assets 2013: $185,367Liabilities 2013: $0Net Assets 2013: $185,3672013Assets 2014: $177,458Liabilities 2014: $0Net Assets 2014: $177,4582014Assets 2015: $208,273Liabilities 2015: $2,164Net Assets 2015: $206,1092015Assets 2016: $232,270Liabilities 2016: $0Net Assets 2016: $232,2702016Assets 2017: $243,927Liabilities 2017: $0Net Assets 2017: $243,9272017Assets 2018: $277,666Liabilities 2018: $0Net Assets 2018: $277,6662018Assets 2019: $307,683Liabilities 2019: $0Net Assets 2019: $307,6832019Assets 2020: $358,573Liabilities 2020: $2,000Net Assets 2020: $356,5732020Assets 2021: $452,729Liabilities 2021: $0Net Assets 2021: $452,7292021Assets 2022: $468,978Liabilities 2022: $548Net Assets 2022: $468,4302022Assets 2023: $399,802Liabilities 2023: $2,590Net Assets 2023: $397,2122023Assets 2024: $394,566Liabilities 2024: $2,744Net Assets 2024: $391,8222024Assets 2025: $419,429Liabilities 2025: $3,094Net Assets 2025: $416,3352025

Highlighted filing

2018

Assets$277,666
Liabilities$0
Net Assets$277,666
Open 2018 Filing

Operations Trend

Revenue Growth74th percentile

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

$400K$200K$0-$200KExpenses 2011: $111,8452011Revenue 2012: $121,796Expenses 2012: $131,519Net Income 2012: -$9,7232012Expenses 2013: $129,8432013Revenue 2014: $119,521Expenses 2014: $127,430Net Income 2014: -$7,9092014Revenue 2015: $162,246Expenses 2015: $133,595Net Income 2015: $28,6512015Revenue 2016: $160,987Expenses 2016: $134,826Net Income 2016: $26,1612016Revenue 2017: $142,220Expenses 2017: $130,563Net Income 2017: $11,6572017Revenue 2018: $173,403Expenses 2018: $139,664Net Income 2018: $33,7392018Revenue 2019: $178,079Expenses 2019: $148,062Net Income 2019: $30,0172019Revenue 2020: $222,965Expenses 2020: $175,457Net Income 2020: $47,5082020Revenue 2021: $302,831Expenses 2021: $206,673Net Income 2021: $96,1582021Revenue 2022: $312,192Expenses 2022: $289,182Net Income 2022: $23,0102022Revenue 2023: $250,559Expenses 2023: $314,854Net Income 2023: -$64,2952023Revenue 2024: $288,198Expenses 2024: $301,633Net Income 2024: -$13,4352024Revenue 2025: $337,378Expenses 2025: $314,109Net Income 2025: $23,2692025

Highlighted filing

2018

Revenue$173,403
Expenses$139,664
Net Income$33,739
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 10, 2018
Return Version
2017v2.3
Gross Receipts
$173,403
Mission and Program Overview

Mission

The angel fund helps needy helena school district children k-12 with school items including clothing, shoes, school supplies, backpacks, classroom materials, field trip fees and other scholastic necessities. The angel fund also offers montana post-secondary scholarships to deserving seniors at access to success, capital high school, helena high school and pal based on academic success, financial need and a commitment to give back to their community.

Provides assistance to students qualifying for free/reduced lunch status in all 18 helena public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$148,927$181,154▲ $32,227
Savings and Temporary Cash Investments$85,000$86,487▲ $1,487
Total Assets$243,927$277,666▲ $33,739
Other Assets Total$10,000$10,025▲ $25
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$233,927$267,666▲ $33,739
Permanently Rstr Net Assets$10,000$10,000→ $0
Total Net Assets Fund Balance$243,927$277,666▲ $33,739
Total Liabilities and Net Assets / Fund Balance$243,927$277,666▲ $33,739

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$10,000-▲ $25-$10,025
2016$10,000-▲ $30$30$10,000
2015$10,000-▲ $30$30$10,000
2014$10,000-▲ $80$80$10,000
2013$10,000-▲ $97$97$10,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Marcia K WallPresidentPT$12,000$12,000

Board Members and Trustees

NameTitle
Janet RiisChairman
Nick RadleyVice Chairman
Domingo ZapataBoard Member
Katherine ManningBoard Member
Mary AndersonBoard Member
Susan NimickSecretary
Suzanne SeverinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$171,472
Program Service Revenue
$0
Investment Income
$1,931
Other Revenue
$0
All Other Contributions
$107,785
Change in Net Assets
$33,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$112,727
Other Expenses$14,018
Salaries, Compensation, and Employee Benefits$12,919
Total Fundraising Expense$7,257
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$96,727--$96,727
Grants to Domestic Individuals$16,000--$16,000
Current Officers, Directors, Trustees, and Key Employees$5,541$2,771$2,771$11,083
Office Expenses$361$117$2,969$3,447
Payroll Taxes$918$459$459$1,836
Travel$1,600--$1,600
Advertising$382-$959$1,341
Insurance$207$99$99$405
Other Expenses$20--$20
Total Functional Expenses$128,961$3,446$7,257$139,664
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Helena Middle SchoolHelena, MT501c3 Public SchoolProvide Children Needing Assistance With the Necessary School Items$17,105
Helena High SchoolHelena, MT501c3 Public SchoolProvide Children Needing Assistance With the Necessary School Items$14,251
Cr Anderson Middle SchoolHelena, MT501c3 Public SchoolProvide Children Needing Assistance With the Necessary School Items$11,694
Capital High SchoolHelena, MT501c3 Public SchoolProvide Children Needing Assistance With the Necessary School Items$10,743
Bryant Elementary SchoolHelena, MT501c3 Public SchoolProvide Children Needing Assistance With the Necessary School Items$9,278
Warren Elementary SchoolHelena, MT501c3 Public SchoolProvide Children Needing Assistance With the Necessary School Items$5,445
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Stuff the Bus$20,931---
Total Events$34,423---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
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, Section B, Line 11B

“The board of directors reviews the form 990 before filing.”

Form 990, Part VI, Section B, Line 12C

“A notice of disclosure must be provided by the person with the conflict of interest to the directors, officers, and employees to assist them in considering appropriate disclosure and necessary actions. Conflict of interest statements are signed annually by the members of the board of directors.”

Form 990, Part VI, Section C, Line 19

“Organizational records and documents are made available to the public on an as requested basis.”

Filing and Contact Details

Filer

Filer Name
The Angel Fund
EIN
81-0535130
Phone
4063682406
Address
PO BOX 7436, HELENA, MT 59604

Signing Officer

Name
Suzanne Severin
Title
Treasurer
Phone
4064421040
Signed
2018-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Severin
Formed
2000
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
7
Employees
1
Volunteers
66

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Krystal R Stewart
Phone
4064421040
Supplemental Narrative

Additional Explanations

Form 990 Part I Lines 13 and 17

“Prior year school expenditures were reported as program expenses and included in line 17. The current year reflects the amount of grants paid to the schools on line 13.”

Financial Statement Notes

PART V, LINE 4:

“Interest earnings from the endowment are to be used for program expenditures.”

Raw XML AppendixShowing 400 of 458 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0THE ANGEL FUND HELPS HELENA SCHOOL DISTRICT CHILDREN THAT QUALIFY FOR FREE/REDUCED LUNCH WITH SCHOOL ITEMS INCLUDING CLOTHING, SHOES, WINTER OUTERWEAR, SCHOOL SUPPLIES, BACKPACKS, CLASSROOM PROJECT SUPPLIES, FIELD TRIP FEES AND OTHER REQUIRED ITEMS NEEDED TO BE SUCCESSFUL IN THE CLASSROOM. ANGEL FUND ALSO AWARDS MONTANA POST-SECONDARY SCHOLARSHIPS TO HIGH SCHOOL GRADUATES BASED ON FINANCIAL NEED, ACADEMIC SUCCESS AND A COMMITMENT TO "PAY IT FORWARD" IN THEIR COMMUNITY. SCHOLARSHIP APPLICATIONS ARE AVAILABLE AT ACCESS TO SUCCESS, CAPITAL HIGH SCHOOL , HELENA HIGH SCHOOL AND PUPILS IN ALTERNATIVE LEARNING.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0135406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0161032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0167031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0125725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0760666
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01931
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0296
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0497
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0629
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03682
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0113
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0113
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95330
IRS990ScheduleA/PublicSupportPY170Pct00.94050
IRS990ScheduleA/PublicSupportTotal170Amt0728744
IRS990ScheduleA/SubstantialContributorsTotAmt031922
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0171472
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0135406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0161032
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0167031
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0125725
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0760666
IRS990ScheduleA/TotalSupportAmt0764461
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010025
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt030
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt030
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt080
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt097
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt097
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INTEREST EARNINGS FROM THE ENDOWMENT ARE TO BE USED FOR PROGRAM EXPENDITURES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt034423
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020931
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt013492
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STUFF THE BUS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034423
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt019
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0$500 AND $1,000 SCHOLARSHIPS PAID DIRECTLY TO VARIOUS MONTANA COLLEGES.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt031
IRS990ScheduleI/RecipientTable/CashGrantAmt017105
IRS990ScheduleI/RecipientTable/CashGrantAmt114251
IRS990ScheduleI/RecipientTable/CashGrantAmt211694
IRS990ScheduleI/RecipientTable/CashGrantAmt310743
IRS990ScheduleI/RecipientTable/CashGrantAmt49278
IRS990ScheduleI/RecipientTable/CashGrantAmt55445
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3 PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3 PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3 PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3 PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3 PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3 PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE CHILDREN NEEDING ASSISTANCE WITH THE NECESSARY SCHOOL ITEMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDE CHILDREN NEEDING ASSISTANCE WITH THE NECESSARY SCHOOL ITEMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROVIDE CHILDREN NEEDING ASSISTANCE WITH THE NECESSARY SCHOOL ITEMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PROVIDE CHILDREN NEEDING ASSISTANCE WITH THE NECESSARY SCHOOL ITEMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4PROVIDE CHILDREN NEEDING ASSISTANCE WITH THE NECESSARY SCHOOL ITEMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5PROVIDE CHILDREN NEEDING ASSISTANCE WITH THE NECESSARY SCHOOL ITEMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HELENA MIDDLE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HELENA HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CR ANDERSON MIDDLE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CAPITAL HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4BRYANT ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WARREN ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0816000557
IRS990ScheduleI/RecipientTable/RecipientEIN1816000557
IRS990ScheduleI/RecipientTable/RecipientEIN2816000557
IRS990ScheduleI/RecipientTable/RecipientEIN3816000557
IRS990ScheduleI/RecipientTable/RecipientEIN4816000557
IRS990ScheduleI/RecipientTable/RecipientEIN5816000557
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01025 N RODNEY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11300 BILLINGS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21200 KNIGHT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3100 VALLEY DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41529 BOULDER AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt52690 YORK ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HELENA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HELENA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HELENA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3HELENA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4HELENA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5HELENA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059610
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd159609
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd259607
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd359605
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd459604
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd559618
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0EXPENDITURES FOR THE GRANTS AWARDED TO THE HELENA AREA SCHOOLS IS REVIEWED EACH YEAR AND UNSPENT FUNDS ARE RETURNED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt06
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A NOTICE OF DISCLOSURE MUST BE PROVIDED BY THE PERSON WITH THE CONFLICT OF INTEREST TO THE DIRECTORS, OFFICERS, AND EMPLOYEES TO ASSIST THEM IN CONSIDERING APPROPRIATE DISCLOSURE AND NECESSARY ACTIONS. CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY THE MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATIONAL RECORDS AND DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON AN AS REQUESTED BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR SCHOOL EXPENDITURES WERE REPORTED AS PROGRAM EXPENSES AND INCLUDED IN LINE 17. THE CURRENT YEAR REFLECTS THE AMOUNT OF GRANTS PAID TO THE SCHOOLS ON LINE 13.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART I LINES 13 AND 17
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0243927
IRS990/TotalAssetsEOYAmt0277666
IRS990/TotalAssetsGrp/BOYAmt0243927
IRS990/TotalAssetsGrp/EOYAmt0277666
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0171472
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07257
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03446
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0128961
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139664
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0243927
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0277666
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0128961
IRS990/TotalReportableCompFromOrgAmt012000
IRS990/TotalRevenueGrp/ExclusionAmt01931

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,666
Liabilities
$0
Net assets
$277,666
Revenue
$173,403
Expenses
$139,664
Net income
$33,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.03$4.16$3.37$3.14$0.23
2024Summary only. Only limited summary data is available for this year.$3.95$0.03$3.92$2.88$3.02$0.13
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$0.03$3.97$2.51$3.15$0.64
2022Summary only. Only limited summary data is available for this year.$4.69$0.01$4.68$3.12$2.89$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$0.00$4.53$3.03$2.07$0.96
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.02$3.57$2.23$1.75$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$1.78$1.48$0.30
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$1.73$1.40$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$1.42$1.31$0.12
2016Summary only. Only limited summary data is available for this year.$2.32$0.00$2.32$1.61$1.35$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.02$2.06$1.62$1.34$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.20$1.27$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.00$1.85$1.30
2012Summary only. Only limited summary data is available for this year.$2.01$0.00$2.01$1.22$1.32$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.00$2.10$1.12