Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
990EZ • Fiscal year 2016 • EIN 81-0536902
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
Liabilities / Revenue
66th percentile
Higher debt load relative to revenue than 66% of similar nonprofits.
Net Margin
62nd percentile
Higher net margin than 62% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 15.4% of source-year revenue.
Asset Growth
40th percentile
Faster asset growth than 40% of similar nonprofits.
Revenue Growth
65th percentile
Faster revenue growth than 65% of similar nonprofits.
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
Financial assistance to nonprofits benefiting lewis & clark county residents. Fundraising costs to build endowment for grants, which is the exempt purpose.
| 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 | $90,769 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANN WAICKMAN | Executive Director | PT | $20,750 | - | $20,750 |
| BRUCE HASWELL | Director | - | $0 | - | - |
| GLENNA WORTMAN-OBIE | Vice President | PT | $0 | - | - |
| JASON JEWETT | Immediate Past President | - | $0 | - | - |
| KAREN HICKS | Director | - | $0 | - | - |
| KATIE MEYER | Secretary | PT | $0 | - | - |
| MARCY MCLEAN | President | PT | $0 | - | - |
| MARGARET CORCORAN | Treasurer | PT | $0 | - | - |
| TOBY DEWOLF | Director | - | $0 | - | - |
“Description: investment earnings on agency endow . Amount: 4,141.”
“Description: miscellaneous income . Amount: 1,135.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“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.”
“Description: depreciation. Amount: 211. Description: other expenses. Amount: 1,600. Total to form 990-ez, line 14: 1,811.”
“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.”
“Description: unrealized gains/losses in agency accounts. Amount: -19,452.”
“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.”
“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.”
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 | TARA PRESTON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4064414955 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 33 NORTH LAST CHANCE GULCH |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | HELENA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59601 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 60534 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 62866 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 109146 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 12146 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 10227 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 370609 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 361919 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 19977 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 69037 |
| IRS990EZ/GrossReceiptsAmt | 0 | 134399 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4141 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 367368 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 360062 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 367368 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 360062 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 1811 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 20750 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| 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 | ANN WAICKMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BRUCE HASWELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | GLENNA WORTMAN-OBIE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JASON JEWETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KAREN HICKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KATIE MEYER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MARCY MCLEAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MARGARET CORCORAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | TOBY DEWOLF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 310075 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 299053 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -19452 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 14193 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1135 |
| 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 | 2317 |
| 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 | 90769 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 24668 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 19977 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3241 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1857 |
| 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 | 122253 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 90769 |
| IRS990EZ/TotalRevenueAmt | 0 | 134399 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.HELENAAREACOMMUNITYFOUNDATION.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 109146 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 107139 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 62507 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 57240 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 45819 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 381851 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 4141 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7013 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6940 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5947 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5495 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 29536 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 7649 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.92510 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.90550 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 380563 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 1288 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 109146 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 107139 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 62507 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 57240 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 45819 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 381851 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 411387 |
| 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: 4,141. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MISCELLANEOUS INCOME . AMOUNT: 1,135. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 18 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 19 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 20 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 21 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 22 | DESCRIPTION: DEPRECIATION. AMOUNT: 211. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,600. TOTAL TO FORM 990-EZ, LINE 14: 1,811. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 23 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 24 | DESCRIPTION: UNREALIZED GAINS/LOSSES IN AGENCY ACCOUNTS. AMOUNT: -19,452. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 25 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 26 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| 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 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 18 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 19 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 20 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 21 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 22 | FORM 990-EZ, PART I, LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 23 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 24 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 25 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 26 | 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 | JACALYN BOYLE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4064414955 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-15 |
| 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/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | AB839DB4A1569C9D606ADD580F5B8BEE8C8604B5 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 71.92.235.235 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-11-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | MS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 08:09:44 |
| 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 | 2017-11-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KRYSTAL R STEWART |
| ReturnHeader/ReturnTs | 0 | 2017-11-15T14:43:34-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.