Civic Intelligence

Helena Area Community Foundation

990EZ • Fiscal year 2014 • EIN 81-0536902

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 29, 2015

Organization ProfileWWW.HELENAAREACOMMUNITYFOUNDATION.ORG
PO Box 92Helena, MT 59624

(406) 459-8748

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

76th percentile

$3,072

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

9.5%

Faster asset growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$342,240

Up $29,743 (+9.5%) from 2013

Net Assets

$342,240

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

Up

$99,023

Up $19,570 (+25%) from 2013

Expenses

Up

$49,141

Up $4,614 (+10%) from 2013

Net Income

Up

$49,882

Up $14,956 (+43%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2011: $220,419Liabilities 2011: $02011Assets 2012: $252,210Liabilities 2012: $0Net Assets 2012: $252,2102012Assets 2013: $312,497Liabilities 2013: $02013Assets 2014: $342,240Liabilities 2014: $0Net Assets 2014: $342,2402014Assets 2015: $370,609Liabilities 2015: $3,241Net Assets 2015: $367,3682015Assets 2016: $361,919Liabilities 2016: $1,857Net Assets 2016: $360,0622016Assets 2017: $396,472Liabilities 2017: $6,5012017Assets 2018: $352,003Liabilities 2018: $5,336Net Assets 2018: $346,6672018Assets 2019: $358,656Liabilities 2019: $3,900Net Assets 2019: $354,7562019Assets 2020: $421,902Liabilities 2020: $19,304Net Assets 2020: $402,5982020Assets 2021: $558,550Liabilities 2021: $6,577Net Assets 2021: $551,9732021Assets 2022: $512,478Liabilities 2022: $35,719Net Assets 2022: $476,7592022Assets 2023: $525,648Liabilities 2023: $9,692Net Assets 2023: $515,9562023Assets 2024: $563,535Liabilities 2024: $15,484Net Assets 2024: $548,0512024

Highlighted filing

2014

Assets$342,240
Liabilities$0
Net Assets$342,240
Open 2014 Filing

Operations Trend

Revenue Growth75th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $64,376Expenses 2011: $42,823Net Income 2011: $21,5532011Revenue 2012: $57,784Expenses 2012: $38,188Net Income 2012: $19,5962012Revenue 2013: $79,453Expenses 2013: $44,527Net Income 2013: $34,9262013Revenue 2014: $99,023Expenses 2014: $49,141Net Income 2014: $49,8822014Revenue 2015: $120,848Expenses 2015: $88,714Net Income 2015: $32,1342015Revenue 2016: $134,399Expenses 2016: $122,253Net Income 2016: $12,1462016Revenue 2017: $74,977Expenses 2017: $77,115Net Income 2017: -$2,1382017Revenue 2018: $86,455Expenses 2018: $104,534Net Income 2018: -$18,0792018Revenue 2019: $90,040Expenses 2019: $117,096Net Income 2019: -$27,0562019Revenue 2020: $134,390Expenses 2020: $120,972Net Income 2020: $13,4182020Revenue 2021: $242,514Expenses 2021: $132,323Net Income 2021: $110,1912021Revenue 2022: $594,885Expenses 2022: $607,838Net Income 2022: -$12,9532022Revenue 2023: $271,226Expenses 2023: $265,037Net Income 2023: $6,1892023Revenue 2024: $283,404Expenses 2024: $302,197Net Income 2024: -$18,7932024

Highlighted filing

2014

Revenue$99,023
Expenses$49,141
Net Income$49,882
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 29, 2015
Return Version
2014v5.0
Gross Receipts
$101,937
Mission and Program Overview

Mission

Financial assistance to nonprofits benefiting lewis & clark county residents. Fundraising costs to build endowment for grants, which is the exempt purpose.

Program Services

DescriptionGrantsExpenses
THE GRANTS AS LISTED IN THIS RETURN ARE FUNDED WITH EARNINGS FROM AN ENDOWMENT FUND HELD AS AN ASSET OF MONTANA COMMUNITY FOUNDATION, AN AGENCY ENDOWMENT FUND HELD FOR HACF AT MCF, BOARD DESIGNATED FUNDS AND FUNDS RECEIVED FOR RE-GRANTING.$24,000$35,202
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA CARLSONExecutive DirectorPT$3,072-$3,072
FRANK COTEDirector-$0--
LISA KUNTZDirector-$0--
MARGARET CORCORANSecretary-$0--
JASON JEWETTPresidentPT$0--
MARCY MCLEANVice President-$0--
KAREN JAKOVACTreasurerPT$0--
JULIE JOHNSONDirector-$0--
ALICIA PICETTEDirector At Large-$0--
KAREN HICKSDirector-$0--
TOBY DEWOLFDirector-$0--
KATIE MEYERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Helena Area Community Foundation
EIN
81-0536902
Phone
4064598748
Address
PO BOX 92, HELENA, MT 59624

Signing Officer

Name
Jason Jewett
Title
Treasurer
Phone
4064598748
Signed
2015-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Cindy a Utterback
Phone
4064421040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income . Amount: 71. Description: investment earnings on agency endow . Amount: 6,869. Total included on form 990-ez, line 4: 6,940.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community needs. Grantee name: helena food share. Grantee address: 1616 lewis st helena, mt 59601. Grantee relationship: none. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community needs. Grantee name: west mont. Grantee address: 2708 bozeman ave helena, mt 59601. Grantee relationship: none. Amount given: 10,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: arts & culture. Grantee name: cohesion dance project. Grantee address: 1020 argyle helena, mt 59601. Grantee relationship: none. Amount given: 2,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community needs. Grantee name: habitat for humanity. Grantee address: 1531 national ave helena, mt 59601. Grantee relationship: none. Amount given: 1,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community needs. Grantee name: florence crittenton home. Grantee address: 901 n harris street helena, mt 59601. Grantee relationship: none. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community needs. Grantee name: helena community gardens. Grantee address: po box 1222 helena, mt 59624-1222. Grantee relationship: none. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: emergency services. Grantee name: montana city fire department. Grantee address: 13 mission mountain road montana city, mt 59634. Grantee relationship: none. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community needs. Grantee name: montana legal services. Grantee address: 616 helena ave helena, mt 59601. Grantee relationship: none. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community needs. Grantee name: helena family ymca. Grantee address: 1200 n last chance gulch helena, mt 59601. Grantee relationship: none. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: education. Grantee name: montana education partnerships. Grantee address: po box 3 helena, mt 59624-0003. Grantee relationship: none. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: arts & culture. Grantee name: lincoln blackfoot pathways. Grantee address: po box 712 lincoln, mt 59639. Grantee relationship: none. Amount given: 3,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: community needs. Grantee name: lincoln blackfoot challenge. Grantee address: po box 103 ovando, mt 59854. Grantee relationship: none. Amount given: 2,000. Total included on form 990-ez, line 10: 24,000.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 1,320. Description: other expenses. Amount: 1,377. Total to form 990-ez, line 14: 2,697.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges, investment, and other . Amount: 3,005. Description: advertising, website design and maintenance . Amount: 4,576. Description: supplies . Amount: 190. Description: payroll taxes . Amount: 931. Description: donor cultivation . Amount: 1,827. Description: board training and expenses . Amount: 2,574. Description: miscellaneous . Amount: 86. Total to form 990-ez, line 16: 13,189.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gains/losses in agency accounts . Amount: -20,139.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: agency accounts on deposit with mcf . Beg. Of year amount: 279,595. End of year amount: 308,415. Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 880.”

Raw XML Appendix246 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01202 DAYBREAK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANK COTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA KUNTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGARET CORCORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JASON JEWETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARCY MCLEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KAREN JAKOVAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JULIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LINDA CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALICIA PICETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KAREN HICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TOBY DEWOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KATIE MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/PrimaryExemptPurposeTxt0FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE GRANTS AS LISTED IN THIS RETURN ARE FUNDED WITH EARNINGS FROM AN ENDOWMENT FUND HELD AS AN ASSET OF MONTANA COMMUNITY FOUNDATION, AN AGENCY ENDOWMENT FUND HELD FOR HACF AT MCF, BOARD DESIGNATED FUNDS AND FUNDS RECEIVED FOR RE-GRANTING.
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME . AMOUNT: 71. DESCRIPTION: INVESTMENT EARNINGS ON AGENCY ENDOW . AMOUNT: 6,869. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,940.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA FOOD SHARE. GRANTEE ADDRESS: 1616 LEWIS ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: WEST MONT. GRANTEE ADDRESS: 2708 BOZEMAN AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: COHESION DANCE PROJECT. GRANTEE ADDRESS: 1020 ARGYLE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HABITAT FOR HUMANITY. GRANTEE ADDRESS: 1531 NATIONAL AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: FLORENCE CRITTENTON HOME. GRANTEE ADDRESS: 901 N HARRIS STREET HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA COMMUNITY GARDENS. GRANTEE ADDRESS: PO BOX 1222 HELENA, MT 59624-1222. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: EMERGENCY SERVICES. GRANTEE NAME: MONTANA CITY FIRE DEPARTMENT. GRANTEE ADDRESS: 13 MISSION MOUNTAIN ROAD MONTANA CITY, MT 59634. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: MONTANA LEGAL SERVICES. GRANTEE ADDRESS: 616 HELENA AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA FAMILY YMCA. GRANTEE ADDRESS: 1200 N LAST CHANCE GULCH HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: MONTANA EDUCATION PARTNERSHIPS. GRANTEE ADDRESS: PO BOX 3 HELENA, MT 59624-0003. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: LINCOLN BLACKFOOT PATHWAYS. GRANTEE ADDRESS: PO BOX 712 LINCOLN, MT 59639. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: LINCOLN BLACKFOOT CHALLENGE. GRANTEE ADDRESS: PO BOX 103 OVANDO, MT 59854. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 24,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DESCRIPTION: DEPRECIATION. AMOUNT: 1,320. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,377. TOTAL TO FORM 990-EZ, LINE 14: 2,697.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER . AMOUNT: 3,005. DESCRIPTION: ADVERTISING, WEBSITE DESIGN AND MAINTENANCE . AMOUNT: 4,576. DESCRIPTION: SUPPLIES . AMOUNT: 190. DESCRIPTION: PAYROLL TAXES . AMOUNT: 931. DESCRIPTION: DONOR CULTIVATION . AMOUNT: 1,827. DESCRIPTION: BOARD TRAINING AND EXPENSES . AMOUNT: 2,574. DESCRIPTION: MISCELLANEOUS . AMOUNT: 86. TOTAL TO FORM 990-EZ, LINE 16: 13,189.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DESCRIPTION: UNREALIZED GAINS/LOSSES IN AGENCY ACCOUNTS . AMOUNT: -20,139.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16DESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 279,595. END OF YEAR AMOUNT: 308,415. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 880.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON JEWETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04064598748
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELENA AREA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0810536902
ReturnHeader/Filer/PhoneNum04064598748
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 92
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059624
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059624
ReturnHeader/PreparerPersonGrp/PhoneNum04064421040
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY A UTTERBACK
ReturnHeader/ReturnTs02015-07-10T12:57:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,240
Liabilities
$0
Net assets
$342,240
Revenue
$99,023
Expenses
$49,141
Net income
$49,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$0.15$5.48$2.83$3.02$0.19
2023Summary only. Only limited summary data is available for this year.$5.26$0.10$5.16$2.71$2.65$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$0.36$4.77$5.95$6.08$0.13
2021Summary only. Only limited summary data is available for this year.$5.59$0.07$5.52$2.43$1.32$1.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.19$4.03$1.34$1.21$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.04$3.55$0.90$1.17$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.05$3.47$0.86$1.05$0.18
2017Summary only. Only limited summary data is available for this year.$3.96$0.07$0.75$0.77$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.02$3.60$1.34$1.22$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.71$0.03$3.67$1.21$0.89$0.32
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.99$0.49$0.50
2013Summary only. Only limited summary data is available for this year.$3.12$0.00$0.79$0.45$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.00$2.52$0.58$0.38$0.20
2011Summary only. Only limited summary data is available for this year.$2.20$0.00$0.64$0.43$0.22