Civic Intelligence

Helena Area Community Foundation

990EZ • Fiscal year 2016 • EIN 81-0536902

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

PO Box 92Helena, MT 59624

(406) 441-4955

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$20,750

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$361,919

Down $8,690 (-2.3%) from 2015

Net Assets

Down

$360,062

Down $7,306 (-2.0%) from 2015

Liabilities

Down

$1,857

Down $1,384 (-43%) from 2015

Revenue

Up

$134,399

Up $13,551 (+11%) from 2015

Expenses

Up

$122,253

Up $33,539 (+38%) from 2015

Net Income

Down

$12,146

Down $19,988 (-62%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$361,919
Liabilities$1,857
Net Assets$360,062

Operations Trend

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

2016

Revenue$134,399
Expenses$122,253
Net Income$12,146
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$134,399
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.$0$90,769
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN WAICKMANExecutive DirectorPT$20,750-$20,750
BRUCE HASWELLDirector-$0--
GLENNA WORTMAN-OBIEVice PresidentPT$0--
JASON JEWETTImmediate Past President-$0--
KAREN HICKSDirector-$0--
KATIE MEYERSecretaryPT$0--
MARCY MCLEANPresidentPT$0--
MARGARET CORCORANTreasurerPT$0--
TOBY DEWOLFDirector-$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
Jacalyn Boyle
Title
Executive Director
Phone
4064414955
Signed
2017-11-15
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: 4,141.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income . Amount: 1,135.

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

Activity classification: community needs. Grantee name: family promise of greater helena. Grantee address: po box 939 helena, mt 59624. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 1,000.

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. Date of gift: 09/22/16. Amount given: 750.

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

Activity classification: arts & culture. Grantee name: myrna loy center. Grantee address: 15 north ewing helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 1,000.

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

Activity classification: community needs. Grantee name: pad for paws foundation. Grantee address: po box 287 helena, mt 59624. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 500.

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. Date of gift: 09/22/16. Amount given: 1,000.

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: 06/17/16. Amount given: 53,942.

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

Activity classification: community needs. Grantee name: big brothers big sisters of helena. Grantee address: 30 w 6th ave helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 1,000.

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

Activity classification: community needs. Grantee name: casa of lewis & clark/broadwater counties. Grantee address: 75 e lyndale ave helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 1,000.

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

Activity classification: arts & culture. Grantee name: clay arts guild of helena. Grantee address: 3025 bozeman ave #3 helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 500.

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

Activity classification: education. Grantee name: four georgians elementary school. Grantee address: 555 w custer ave helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 600.

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

Activity classification: community needs. Grantee name: healthy mothers healthy babies. Grantee address: 400 n park ave helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 1,000.

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

Activity classification: historical. Grantee name: lewis & clark co historical society. Grantee address: 316 n park ave helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 955.

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

Activity classification: education. Grantee name: lewis & clark literacy council. Grantee address: 815 front street helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 500.

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

Activity classification: community needs. Grantee name: lost & foundation. Grantee address: 517 knight st helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 1,000.

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

Activity classification: healthcare. Grantee name: montana health research & education foundation. Grantee address: 2625 winne ave helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 1,000.

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

Activity classification: community needs. Grantee name: montana shares. Grantee address: 910 e lyndale ave helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 540.

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

Activity classification: healthcare. Grantee name: planned parenthood of montana. Grantee address: 1500 cannon st helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 750.

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

Activity classification: community needs. Grantee name: spring meadow resources. Grantee address: 2850 broadwater ave helena, mt 59602. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 1,000.

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

Activity classification: community needs. Grantee name: the foundation for animals. Grantee address: po box 389 helena, mt 59624. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 500.

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

Activity classification: community needs. Grantee name: united way of lewis & clark area. Grantee address: 75 e lyndale ave helena, mt 59601. Grantee relationship: none. Date of gift: 09/22/16. Amount given: 500. Total included on form 990-ez, line 10: 69,037.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 211. Description: other expenses. Amount: 1,600. Total to form 990-ez, line 14: 1,811.

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

Description: bank charges, investment, and other fees. Amount: 3,087. Description: advertising . Amount: 100. Description: website design and maintenance . Amount: 80. Description: supplies . Amount: 6,274. Description: computer expenses . Amount: 250. Description: miscellaneous . Amount: 785. Description: payroll taxes . Amount: 2,475. Description: insurance . Amount: 386. Description: board expenses . Amount: 156. Description: training. Amount: 600. Total to form 990-ez, line 16: 14,193.

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

Description: unrealized gains/losses in agency accounts. Amount: -19,452.

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

Description: agency accounts on deposit with mcf . Beg. Of year amount: 297,044. End of year amount: 285,472. Description: endowment distribution receivable . Beg. Of year amount: 12,503. End of year amount: 13,264. Description: other depreciable assets. Beg. Of year amount: 528. End of year amount: 317.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable . Beg. Of year amount: 2,622. End of year amount: 1,041. Description: accrued payroll taxes . Beg. Of year amount: 619. End of year amount: 816.

Raw XML Appendix252 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TARA PRESTON
IRS990EZ/BooksInCareOfDetail/PhoneNum04064414955
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt033 NORTH LAST CHANCE GULCH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060534
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN WAICKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRUCE HASWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GLENNA WORTMAN-OBIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JASON JEWETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN HICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATIE MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARCY MCLEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARGARET CORCORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TOBY DEWOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0310075
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0299053
IRS990EZ/OtherChangesInNetAssetsAmt0-19452
IRS990EZ/OtherExpensesTotalAmt014193
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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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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TotalRevenueAmt0134399
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HELENAAREACOMMUNITYFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0109146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0107139
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0381851
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT EARNINGS ON AGENCY ENDOW . AMOUNT: 4,141.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS INCOME . AMOUNT: 1,135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: FAMILY PROMISE OF GREATER HELENA. GRANTEE ADDRESS: PO BOX 939 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA FOOD SHARE. GRANTEE ADDRESS: 1616 LEWIS ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: MYRNA LOY CENTER. GRANTEE ADDRESS: 15 NORTH EWING HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: PAD FOR PAWS FOUNDATION. GRANTEE ADDRESS: PO BOX 287 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA FAMILY YMCA. GRANTEE ADDRESS: 1200 N LAST CHANCE GULCH HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: GIVE LOCAL. GRANTEE ADDRESS: PO BOX 92 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/17/16. AMOUNT GIVEN: 53,942.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: BIG BROTHERS BIG SISTERS OF HELENA. GRANTEE ADDRESS: 30 W 6TH AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: CASA OF LEWIS & CLARK/BROADWATER COUNTIES. GRANTEE ADDRESS: 75 E LYNDALE AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: CLAY ARTS GUILD OF HELENA. GRANTEE ADDRESS: 3025 BOZEMAN AVE #3 HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: FOUR GEORGIANS ELEMENTARY SCHOOL. GRANTEE ADDRESS: 555 W CUSTER AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HEALTHY MOTHERS HEALTHY BABIES. GRANTEE ADDRESS: 400 N PARK AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: HISTORICAL. GRANTEE NAME: LEWIS & CLARK CO HISTORICAL SOCIETY. GRANTEE ADDRESS: 316 N PARK AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 955.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: LEWIS & CLARK LITERACY COUNCIL. GRANTEE ADDRESS: 815 FRONT STREET HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: LOST & FOUNDATION. GRANTEE ADDRESS: 517 KNIGHT ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ACTIVITY CLASSIFICATION: HEALTHCARE. GRANTEE NAME: MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION. GRANTEE ADDRESS: 2625 WINNE AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: MONTANA SHARES. GRANTEE ADDRESS: 910 E LYNDALE AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 540.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18ACTIVITY CLASSIFICATION: HEALTHCARE. GRANTEE NAME: PLANNED PARENTHOOD OF MONTANA. GRANTEE ADDRESS: 1500 CANNON ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: SPRING MEADOW RESOURCES. GRANTEE ADDRESS: 2850 BROADWATER AVE HELENA, MT 59602. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: THE FOUNDATION FOR ANIMALS. GRANTEE ADDRESS: PO BOX 389 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: UNITED WAY OF LEWIS & CLARK AREA. GRANTEE ADDRESS: 75 E LYNDALE AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 69,037.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22DESCRIPTION: DEPRECIATION. AMOUNT: 211. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,600. TOTAL TO FORM 990-EZ, LINE 14: 1,811.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23DESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER FEES. AMOUNT: 3,087. DESCRIPTION: ADVERTISING . AMOUNT: 100. DESCRIPTION: WEBSITE DESIGN AND MAINTENANCE . AMOUNT: 80. DESCRIPTION: SUPPLIES . AMOUNT: 6,274. DESCRIPTION: COMPUTER EXPENSES . AMOUNT: 250. DESCRIPTION: MISCELLANEOUS . AMOUNT: 785. DESCRIPTION: PAYROLL TAXES . AMOUNT: 2,475. DESCRIPTION: INSURANCE . AMOUNT: 386. DESCRIPTION: BOARD EXPENSES . AMOUNT: 156. DESCRIPTION: TRAINING. AMOUNT: 600. TOTAL TO FORM 990-EZ, LINE 16: 14,193.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24DESCRIPTION: UNREALIZED GAINS/LOSSES IN AGENCY ACCOUNTS. AMOUNT: -19,452.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25DESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 297,044. END OF YEAR AMOUNT: 285,472. DESCRIPTION: ENDOWMENT DISTRIBUTION RECEIVABLE . BEG. OF YEAR AMOUNT: 12,503. END OF YEAR AMOUNT: 13,264. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 528. END OF YEAR AMOUNT: 317.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26DESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 2,622. END OF YEAR AMOUNT: 1,041. DESCRIPTION: ACCRUED PAYROLL TAXES . BEG. OF YEAR AMOUNT: 619. END OF YEAR AMOUNT: 816.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACALYN BOYLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04064414955
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELENA AREA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0810536902
ReturnHeader/Filer/PhoneNum04064414955
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 92
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059624
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB839DB4A1569C9D606ADD580F5B8BEE8C8604B5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.92.235.235
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm008:09:44
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/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRYSTAL R STEWART
ReturnHeader/ReturnTs02017-11-15T14:43:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

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
2016Detailed filing. Detailed filing data is available for this year.$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