HELENA AREA COMMUNITY FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HELENA AREA COMMUNITY FOUNDATION (EIN 81-0536902)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-18
IRS object ID
202332619349300713
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-18T09:25:02-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN480567703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KCOE ISOM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1828 GREAT NORTHERN BOULEVARDAddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810536902EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HELENA AREA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHELEBusinessNameControlTxt
Phone4064414955PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 92AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP596240092ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY FRAZIERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4064592658PhoneNum
Signature2023-08-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEMILYPersonFirstNm
Person LastFRAZIERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMANDY SMITHPreparerPersonNm
PTINP01722770PTIN
Phone4064421040PhoneNum
Preparation2023-08-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEMILY FRAZIERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 92AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP596240092ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$651,934GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HELENAAREACOMMUNITYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionFINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers35TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$212,075PYContributionsGrantsAmt
CY Contributions Grants$583,629CYContributionsGrantsAmt
PY Program Service Revenue$100PYProgramServiceRevenueAmt
CY Program Service Revenue$445CYProgramServiceRevenueAmt
PY Investment Income$38,568PYInvestmentIncomeAmt
CY Investment Income$44,038CYInvestmentIncomeAmt
PY Other Revenue-$8,229PYOtherRevenueAmt
CY Other Revenue-$33,227CYOtherRevenueAmt
PY Total Revenue$242,514PYTotalRevenueAmt
CY Total Revenue$594,885CYTotalRevenueAmt
PY Grants And Similar Paid$28,211PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$493,655CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$62,784PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$67,740CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$18,533CYTotalFundraisingExpenseAmt
PY Other Expenses$41,328PYOtherExpensesAmt
CY Other Expenses$46,443CYOtherExpensesAmt
PY Total Expenses$132,323PYTotalExpensesAmt
CY Total Expenses$607,838CYTotalExpensesAmt
PY Revenues Less Expenses$110,191PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$12,953CYRevenuesLessExpensesAmt
Total Assets BOY$558,550TotalAssetsBOYAmt
Total Assets EOY$512,478TotalAssetsEOYAmt
Total Liabilities BOY$6,577TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,719TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$551,973NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$476,759NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$578,568ExpenseAmt
Grant$493,655GrantAmt
Revenue$445RevenueAmt
DescTHE 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.Desc
Total Program Service Expenses$578,568TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonEMILY FRAZIERPersonNm
Phone4064414955PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 S LAST CHANCE GULCH STE 2AAddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59601ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
CURT LARSEN
DIRECTOR1.00Yes (X)$0$0$0
DARANNE DUNNING
DIRECTOR1.00Yes (X)$0$0$0
ELLIE WEBSTER
DIRECTOR1.00Yes (X)$0$0$0
JAN BROWN
DIRECTOR1.00Yes (X)$0$0$0
JEANNIE ETCHART
PRESIDENT3.00Yes (X)$0$0$0Yes (X)
JOHN MOORE
DIRECTOR1.00Yes (X)$0$0$0
KIM LLOYD
VICE PRESIDENT3.00Yes (X)$0$0$0Yes (X)
MARK BARRY
TREASURER3.00Yes (X)$0$0$0Yes (X)
JACKIE JONES
DIRECTOR1.00Yes (X)$0$0$0
RAYLEE HONEYCUTT
SECRETARY3.00Yes (X)$0$0$0Yes (X)
SARA BERG
PAST PRESIDENT3.00Yes (X)$0$0$0Yes (X)
STEPHANIE BULL
DIRECTOR1.00Yes (X)$0$0$0
EMILY FRAZIER
EXECUTIVE DIRECTOR40.00$62,294$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$62,294TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$54,780FundraisingAmt
Government Grants$461,400GovernmentGrantsAmt
All Other Contributions$67,449AllOtherContributionsAmt
Total Contributions$583,629TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business561000BusinessCd
Total Revenue Column$445TotalRevenueColumnAmt
Related Or Exempt Func Income$445RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$445TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,016TotalRevenueColumnAmt
Exclusion$35,016ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,022SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,022SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,022TotalRevenueColumnAmt
Exclusion$9,022ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$23,822FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$54,780ContriRptFundraisingEventAmt
Fundraising Direct Expenses$57,049FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$33,227TotalRevenueColumnAmt
Exclusion-$33,227ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$594,885TotalRevenueColumnAmt
Related Or Exempt Func Income$445RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$10,811ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$394,260TotalAmt
Program Services$394,260ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$99,395TotalAmt
Program Services$99,395ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$62,294TotalAmt
Program Services$49,835ProgramServicesAmt
Fundraising$12,459FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,446TotalAmt
Program Services$5,446ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,200TotalAmt
Program Services$4,200ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,561TotalAmt
Program Services$4,561ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$415TotalAmt
Program Services$29ProgramServicesAmt
Fundraising$386FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,260TotalAmt
Program Services$1,589ProgramServicesAmt
Management And General$542ManagementAndGeneralAmt
Fundraising$2,129FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,618TotalAmt
Program Services$3,546ProgramServicesAmt
Management And General$72ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,090TotalAmt
Program Services$2,035ProgramServicesAmt
Management And General$5,055ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,944TotalAmt
Program Services$3,994ProgramServicesAmt
Management And General$950ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$250TotalAmt
Program Services$250ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,073TotalAmt
Program Services$3,025ProgramServicesAmt
Management And General$48ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES/SUBSCRIPTIONS$9,036$5,411$3,600$25
PRINTING/COPYING$2,396$470$1,926
FUNDRAISING SUPPLIES$2,293$685$1,608
BANK/OTHER FEES$307$307

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$607,838TotalAmt
Program Services$578,568ProgramServicesAmt
Management And General$10,737ManagementAndGeneralAmt
Fundraising$18,533FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$56,861BOYAmt
EOY$82,677EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,944BOYAmt
EOY$14,128EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,700LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,700LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$250BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$93,894BOYAmt
EOY$64,080EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$386,601BOYAmt
EOY$351,593EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$558,550BOYAmt
EOY$512,478EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,577BOYAmt
EOY$35,719EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,577BOYAmt
EOY$35,719EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$551,973BOYAmt
EOY$476,759EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$551,973BOYAmt
EOY$476,759EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$558,550BOYAmt
EOY$512,478EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$12,953ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$62,261NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,826CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,650CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$134,573CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$212,075CurrentTaxYearMinus1YearAmt
Current Tax Year$583,629CurrentTaxYearAmt
Total$1,077,753TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,826CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,650CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$134,573CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$212,075CurrentTaxYearMinus1YearAmt
Current Tax Year$583,629CurrentTaxYearAmt
Total$1,077,753TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,077,753PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,253CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,771CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,246CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,890CurrentTaxYearMinus1YearAmt
Current Tax Year$30,662CurrentTaxYearAmt
Total$70,822TotalAmt
FieldValueIRS element (for citing)
Total Support$1,148,575TotalSupportAmt
Gross Receipts Rltd Activities$52,017GrossReceiptsRltdActivitiesAmt
Public Support CY1700.93830PublicSupportCY170Pct
Public Support PY1700.92620PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$371,974BeginningYearBalanceAmt
Contributions$33,000ContributionsAmt
Investment Earnings Or Losses-$65,326InvestmentEarningsOrLossesAmt
Administrative Expenses$4,561AdministrativeExpensesAmt
End Year Balance$335,087EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$335,715BeginningYearBalanceAmt
Investment Earnings Or Losses$55,416InvestmentEarningsOrLossesAmt
Other Expenditures$14,627OtherExpendituresAmt
Administrative Expenses$4,530AdministrativeExpensesAmt
End Year Balance$371,974EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$312,522BeginningYearBalanceAmt
Contributions$40,969ContributionsAmt
Other Expenditures$13,944OtherExpendituresAmt
Administrative Expenses$3,832AdministrativeExpensesAmt
End Year Balance$335,715EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$282,200BeginningYearBalanceAmt
Contributions$47,537ContributionsAmt
Other Expenditures$13,394OtherExpendituresAmt
Administrative Expenses$3,821AdministrativeExpensesAmt
End Year Balance$312,522EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$316,543BeginningYearBalanceAmt
Contributions-$18,257ContributionsAmt
Other Expenditures$12,520OtherExpendituresAmt
Administrative Expenses$3,566AdministrativeExpensesAmt
End Year Balance$282,200EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,700OtherCostOrOtherBasisAmt
Depreciation$3,700DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
ENDOWMENT DISTRIBUTION RECEIVABLE$16,506
AGENCY ENDOWMENT$335,087
FieldValueIRS element (for citing)
Total Book Value Other Assets$351,593TotalBookValueOtherAssetsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HELENA HOLIDAY CRUISEEvent1Nm
Gross Receipts Event1$27,379GrossReceiptsEvent1Amt
Charitable Contri Event1$10,750CharitableContriEvent1Amt
Gross Revenue Event1$16,629GrossRevenueEvent1Amt
Other Direct Expenses Event1$24,671OtherDirectExpensesEvent1Amt
Event2GREATER HELENA GIVESEvent2Nm
Gross Receipts Event2$51,223GrossReceiptsEvent2Amt
Charitable Contri Event2$44,030CharitableContriEvent2Amt
Gross Revenue Event2$7,193GrossRevenueEvent2Amt
Cash Prizes Event2$2,950CashPrizesEvent2Amt
Other Direct Expenses Event2$29,428OtherDirectExpensesEvent2Amt
Gross Receipts Total$78,602GrossReceiptsTotalAmt
Charitable Contributions Tot$54,780CharitableContributionsTotAmt
Gross Revenue Total Events$23,822GrossRevenueTotalEventsAmt
Cash Prizes Total Events$2,950CashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$54,099OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$57,049DirectExpenseSummaryEventsAmt
Net Income Summary-$33,227NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (30 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ANGEL FUND
107 OAKLAND LANEHELENAMT59601810535130$10,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
ARCHIE BRAY FOUNDATION
2915 COUNTRY CLUB AVEHELENAMT59602810284022$10,598$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
BIG BROTHERS BIG SISTERS OF CENTRAL MONTANA
1434 N ROBERTS STHELENAMT59601237138696$13,667$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
CASA OF LEWIS & CLARK AND BROADWATER COUNTIES
PO BOX 4865HELENAMT59601810523987$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
COHESION DANCE PROJECT
1020 ARGYLE STHELENAMT59601455088857$8,860$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
EXPLORATIONWORKS
995 CAROUSEL WAYHELENAMT59601810541491$10,110$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
FAMILY OUTREACH INC
1236 HELENA AVEHELENAMT59601810367074$19,475$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
FAMILY PROMISE OF GREATER HELENA
PO BOX 939HELENAMT59624272482216$24,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
FLORENCE CRITTENTON FAMILY SERVICES
3404 COONEY DRHELENAMT59602810231788$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
FRIENDSHIP CENTER
1430 N SANDERSHELENAMT59601237131678$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
GOOD SAMARITAN
3067 N MONTANA AVEHELENAMT59601882045140$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
GRANDSTREET THEATRE
325 N PARK AVEHELENAMT59601810357843$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
HEALTHY MOTHERS HEALTHY BABIES THE MONTANA COALITION INC (HMHB-MT)
318-20 N LAST CHANCE GULCH STE 2CHELENAMT59601810436517$10,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
HELENA AREA HABITAT FOR HUMANITY
432 N LAST CHANCE GULCH SUITE RHELENAMT59601810476317$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
HELENA FOOD SHARE INC
PO BOX 943 HELENA MT 59624HELENAMT59624363507623$10,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
HELENA SYMPHONY
21 N LAST CHANCE GULCH STE 100HELENAMT59601810352067$9,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
HOLTER MUSEUM OF ART
12 E LAWRENCE STHELENAMT59601810472958$12,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
INTERMOUNTAIN DEACONESS CHILDREN'S SERVICES
3240 DREDGE DRHELENAMT59602810231775$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
LEWIS & CLARK HUMANE SOCIETY
2112 E CUSTER AVEHELENAMT59602816014910$10,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
MERLIN CCC
119 REEDERS ALLEYHELENAMT59601471479303$5,500$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
MONTANA BUDGET & POLICY CENTER
15 W 6TH ST SUITE 3EHELENAMT59601800624179$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
MONTANA CHILDRENS FOUNDATION
PO BOX 5539HELENAMT59604810365625$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
MONTANA LEGAL SERVICES ASSOCIATION
616 HELENA AVE SUITE 100HELENAMT59601810298262$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
MONTANA PRESERVATION ALLIANCE INC (DBA PRESERVE MONTANA)
316 FULLER AVEHELENAMT59601363559965$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
MUSIKANTEN MONTANA
8 PARK PLCLANCYMT59634521272200$11,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
MYRNA LOY
15 NORTH EWINGHELENAMT59601510185430$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
PRICKLY PEAR LAND TRUST
40 W LAWRENCE ST STE AHELENAMT59601810506868$13,050$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
QUEEN CITY BALLET COMPANY
8 W LAWRENCE STREETHELENAMT59601263172267$10,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
UWLCA (UNITED WAY)
75 E LYNDALE AVEHELENAMT59601816017354$10,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
YWCA HELENA
501 N PARK AVEHELENAMT59601810235416$14,000$0TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC
FieldValueIRS element (for citing)
Total501c3 Org33Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE COMMITTEE WILL REVIEW AND THEN THE FULL BOARD WILL RATIFY.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REQUIRES ANNUAL CERTIFICATION. THE POLICY IS DISCUSSED IN DETAIL, ESPECIALLY DURING PERIODS OF GRANT FUNDING, WHEN MOST CONFLICTS ARISE.
FORM 990, PART VI, SECTION B, LINE 15ATHE ORGANIZATION CONDUCTS ANNUAL EVALUATIONS OF ITS EXECUTIVE DIRECTOR, REVIEWS RELATED SALARY AND BENEFITS DATA FOR THE LOCAL NONPROFIT SECTOR, AND DETERMINES PAY AND BENEFIT CHANGES BETWEEN OCTOBER AND DECEMBER ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION POSTS ON THEIR WEBSITE ANNUALLY OR MAKES AVAILABLE UPON REQUEST.

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