Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Helena Area Community Foundation
990EZ • Fiscal year 2015 • EIN 81-0536902
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
71st percentile
Higher debt load relative to revenue than 71% of similar nonprofits.
Net Margin
82nd percentile
Higher net margin than 82% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 1.8% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
74th percentile
Faster revenue growth than 74% of similar nonprofits.
Balance Sheet
Assets
Up$370,609
Up $28,369 (+8.3%) from 2014
Net Assets
Up$367,368
Up $25,128 (+7.3%) from 2014
Liabilities
Up$3,241
Up $3,241 from 2014
Revenue And Expenses
Revenue
Up$120,848
Up $21,825 (+22%) from 2014
Expenses
Up$88,714
Up $39,573 (+81%) from 2014
Net Income
Down$32,134
Down $17,748 (-36%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- Nov 2, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $120,848
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
| Description | Grants | Expenses |
|---|---|---|
| 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. | $0 | $65,080 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANN WAICKMAN | Executive Director | PT | $2,190 | - | $2,190 |
| MARGARET CORCORAN | Treasurer | PT | $0 | - | - |
| JASON JEWETT | Immediate Past President | - | $0 | - | - |
| MARCY MCLEAN | President | PT | $0 | - | - |
| ALICIA PICHETTE | Director | - | $0 | - | - |
| KAREN HICKS | Director | - | $0 | - | - |
| TOBY DEWOLF | Director | - | $0 | - | - |
| KATIE MEYER | Secretary | PT | $0 | - | - |
| GLENNA WORTMAN-OBIE | Vice President | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Helena Area Community Foundation
- EIN
- 81-0536902
- Phone
- 4064414955
- Address
- PO BOX 92, HELENA, MT 59624
Signing Officer
- Name
- Ann Waickman
- Title
- Executive Director
- Phone
- 4064414955
- Signed
- 2016-11-02
- Discuss with paid preparer
- Yes
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-ez, Part I, Line 4 - Other Investment Income
“Description: investment earnings on agency endow. Amount: 7,013.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: historical. Grantee name: helena 150. Grantee address: 316 north park helena, mt 59601. Grantee relationship: none. Date of gift: 02/24/15. Amount given: 2,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: arts & culture. Grantee name: frank phillips college. Grantee address: po box 5118 borger, tx 79008. Grantee relationship: none. Date of gift: 04/11/15. Amount given: 250.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: community needs. Grantee name: give local. Grantee address: po box 92 helena, mt 59624. Grantee relationship: none. Date of gift: 05/18/15. Amount given: 48,021. Total included on form 990-ez, line 10: 50,271.”
Form 990-ez, Part I, Line 14
“Description: depreciation. Amount: 352. Description: other expenses. Amount: 1,500. Total to form 990-ez, line 14: 1,852.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: bank charges, investment, and other . Amount: 3,444. Description: advertising . Amount: 1,456. Description: website design and maintenance . Amount: 575. Description: supplies . Amount: 14,661. Description: miscellaneous . Amount: 248. Description: payroll taxes . Amount: 970. Description: board expenses . Amount: 90. Description: travel . Amount: 127. Total to form 990-ez, line 16: 21,571.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized gains/losses in agency accounts. Amount: -7,006.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: agency accounts on deposit with mcf . Beg. Of year amount: 308,415. End of year amount: 297,044. Description: endowment distribution receivable . Beg. Of year amount: 0. End of year amount: 12,503. Description: other depreciable assets. Beg. Of year amount: 880. End of year amount: 528.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable . Beg. Of year amount: 0. End of year amount: 2,622. Description: accrued payroll taxes . Beg. Of year amount: 0. End of year amount: 619.”
Raw XML Appendix208 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ANN WAICKMAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4064414955 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1 NORTH LAST CHANCE GULCH 1 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | HELENA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59601 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 32945 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 60534 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 107139 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 32134 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 6332 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 342240 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 370609 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 6696 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 50271 |
| IRS990EZ/GrossReceiptsAmt | 0 | 120848 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 7013 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 342240 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 367368 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 342240 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 367368 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 1852 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 2190 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARGARET CORCORAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JASON JEWETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARCY MCLEAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ANN WAICKMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ALICIA PICHETTE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KAREN HICKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | TOBY DEWOLF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | KATIE MEYER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | GLENNA WORTMAN-OBIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | EXECUTIVE DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | VICE PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 309295 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 310075 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -7006 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 21571 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2309 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 65080 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 6379 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 6696 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 3241 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 88714 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 65080 |
| IRS990EZ/TotalRevenueAmt | 0 | 120848 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.HELENAAREACOMMUNITYFOUNDATION.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 107139 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 62507 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 57240 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 45819 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 56558 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 329263 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 7013 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6940 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5947 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5495 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4822 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 30217 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 8623 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.90550 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.86560 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 325507 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 3756 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 107139 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 62507 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 57240 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 45819 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 56558 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 329263 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 359480 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INVESTMENT EARNINGS ON AGENCY ENDOW. AMOUNT: 7,013. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: HISTORICAL. GRANTEE NAME: HELENA 150. GRANTEE ADDRESS: 316 NORTH PARK HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 02/24/15. AMOUNT GIVEN: 2,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: FRANK PHILLIPS COLLEGE. GRANTEE ADDRESS: PO BOX 5118 BORGER, TX 79008. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 04/11/15. AMOUNT GIVEN: 250. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: GIVE LOCAL. GRANTEE ADDRESS: PO BOX 92 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/18/15. AMOUNT GIVEN: 48,021. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 50,271. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: DEPRECIATION. AMOUNT: 352. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,500. TOTAL TO FORM 990-EZ, LINE 14: 1,852. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER . AMOUNT: 3,444. DESCRIPTION: ADVERTISING . AMOUNT: 1,456. DESCRIPTION: WEBSITE DESIGN AND MAINTENANCE . AMOUNT: 575. DESCRIPTION: SUPPLIES . AMOUNT: 14,661. DESCRIPTION: MISCELLANEOUS . AMOUNT: 248. DESCRIPTION: PAYROLL TAXES . AMOUNT: 970. DESCRIPTION: BOARD EXPENSES . AMOUNT: 90. DESCRIPTION: TRAVEL . AMOUNT: 127. TOTAL TO FORM 990-EZ, LINE 16: 21,571. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | DESCRIPTION: UNREALIZED GAINS/LOSSES IN AGENCY ACCOUNTS. AMOUNT: -7,006. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | DESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 308,415. END OF YEAR AMOUNT: 297,044. DESCRIPTION: ENDOWMENT DISTRIBUTION RECEIVABLE . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 12,503. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 880. END OF YEAR AMOUNT: 528. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | DESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,622. DESCRIPTION: ACCRUED PAYROLL TAXES . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 619. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ANN WAICKMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4064414955 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-11-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HELENA AREA COMMUNITY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HELE |
| ReturnHeader/Filer/EIN | 0 | 810536902 |
| ReturnHeader/Filer/PhoneNum | 0 | 4064414955 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 92 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HELENA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59624 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 810385940 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ANDERSON ZURMUEHLEN & CO PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 1040 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HELENA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 59624 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4064421040 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-11-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KRYSTAL R STEWART |
| ReturnHeader/ReturnTs | 0 | 2016-11-15T16:06:50-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $370,609
- Liabilities
- $3,241
- Net assets
- $367,368
- Revenue
- $120,848
- Expenses
- $88,714
- Net income
- $32,134