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HELENA AREA COMMUNITY FOUNDATION: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HELENA AREA COMMUNITY FOUNDATION (EIN 81-0536902)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-02
IRS object ID
202113069349201446
Schema version
2020v4.1
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)
Return2021-11-02T16:31:19-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810385940PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON ZURMUEHLEN & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1040AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59624ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
ZIP59624ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY FRAZIERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4064592658PhoneNum
Signature2021-09-01SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRYSTAL R STEWART CPAPreparerPersonNm
PTINP00762612PTIN
Phone4064421040PhoneNum
Preparation2021-09-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.HELENAAREACOMMUNITYFOUNDATION.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$152,809GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$134,573ContributionsGiftsGrantsEtcAmt
Investment Income$4,246InvestmentIncomeAmt
Sale Of Assets Gross$2,299SaleOfAssetsGrossAmt
Gain Or Loss From Sale Of Assets$2,299GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$5,970FundraisingGrossIncomeAmt
Special Events Direct Expenses$18,419SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$12,449SpecialEventsNetIncomeLossAmt
Other Revenue Total$5,721OtherRevenueTotalAmt
Total Revenue$134,390TotalRevenueAmt
Grants And Similar Amounts Paid$10,250GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$60,374SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$6,664FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$4,773OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$3,361PrintingPublicationsPostageAmt
Other Expenses Total$35,550OtherExpensesTotalAmt
Total Expenses$120,972TotalExpensesAmt
Excess Or Deficit For Year$13,418ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$354,756NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$34,424OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$402,598NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$30,046BOYAmt
EOY$50,502EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$328,610BOYAmt
EOY$371,400EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$358,656BOYAmt
EOY$421,902EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,900BOYAmt
EOY$19,304EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$354,756BOYAmt
EOY$402,598EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeFINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE 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.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$87,154ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$87,154TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLENNA WORTMAN-OBIE
DIRECTOR1.00$0$0$0
MARGARET CORCORAN
DIRECTOR1.00$0$0$0
KACI CECH
DIRECTOR20.00$0$0$0
TORI HUNTHAUSEN
DIRECTOR1.00$0$0$0
SARA BERG
DIRECTOR1.00$0$0$0
MARK BARRY
DIRECTOR1.00$0$0$0
RAYLEE HONEYCUTT
DIRECTOR1.00$0$0$0
JOHN MOORE
DIRECTOR1.00$0$0$0
STEPHANIE BULL
PAST PRESIDENT1.00$0$0$0
CURT LARSEN
PRESIDENT1.00$0$0$0
JACKI FRANK
TREASURER5.00$0$0$0
JEANNIE ETCHART
VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJACKI FRANKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 S LAST CHANCE GULCH STE 2AAddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59601ZIPCd
FieldValueIRS element (for citing)
Phone4064414955PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

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$109,146CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,541CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,826CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71,650CurrentTaxYearMinus1YearAmt
Current Tax Year$134,573CurrentTaxYearAmt
Total$449,736TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$109,146CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,541CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,826CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71,650CurrentTaxYearMinus1YearAmt
Current Tax Year$134,573CurrentTaxYearAmt
Total$449,736TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,892SubstantialContributorsTotAmt
Public Support Total170$442,844PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,141CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,574CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,253CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,771CurrentTaxYearMinus1YearAmt
Current Tax Year$4,246CurrentTaxYearAmt
Total$17,985TotalAmt
FieldValueIRS element (for citing)
Total Support$467,721TotalSupportAmt
Gross Receipts Rltd Activities$25,360GrossReceiptsRltdActivitiesAmt
Public Support CY1700.94680PublicSupportCY170Pct
Public Support PY1700.93540PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HELENA HOLIDAY CRUISEEvent1Nm
Gross Receipts Event1$27,035GrossReceiptsEvent1Amt
Charitable Contri Event1$21,065CharitableContriEvent1Amt
Gross Revenue Event1$5,970GrossRevenueEvent1Amt
Other Direct Expenses Event1$18,419OtherDirectExpensesEvent1Amt
Gross Receipts Total$27,035GrossReceiptsTotalAmt
Charitable Contributions Tot$21,065CharitableContributionsTotAmt
Gross Revenue Total Events$5,970GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$18,419OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$18,419DirectExpenseSummaryEventsAmt
Net Income Summary-$12,449NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT EARNINGS ON AGENCY ENDOWMENTS. AMOUNT: 4,246 TOTAL TO FORM 990-EZ, LINE 14: 4,773.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: REIMBURSED EXPENSES. AMOUNT: 5,721.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY 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: 09/15/20. AMOUNT GIVEN: 10,250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 10,250.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 300. DESCRIPTION: OTHER EXPENSES. AMOUNT: 4,473.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADVERTISING. AMOUNT: 3,658. DESCRIPTION: SUPPLIES. AMOUNT: 3,522. DESCRIPTION: COMPUTER EXPENSES. AMOUNT: 1,398. DESCRIPTION: MISCELLANEOUS. AMOUNT: 5,766. DESCRIPTION: PAYROLL TAXES. AMOUNT: 5,142. DESCRIPTION: INSURANCE. AMOUNT: 1,816. DESCRIPTION: BOARD EXPENSES. AMOUNT: 310. DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 540. DESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER. AMOUNT: 4,000. DESCRIPTION: GRANTS. AMOUNT: 7,433. DESCRIPTION: PROFESSIONAL DEVELOPMENT. AMOUNT: 1,965. TOTAL TO FORM 990-EZ, LINE 16: 35,550.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAIN AGENCY ENDOWMENT. AMOUNT: 34,424.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF. BEG. OF YEAR AMOUNT: 312,522. END OF YEAR AMOUNT: 349,659. DESCRIPTION: ENDOWMENT DISTRIBUTION RECEIVABLE. BEG. OF YEAR AMOUNT: 14,821. END OF YEAR AMOUNT: 21,191. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 417. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 850. END OF YEAR AMOUNT: 550.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCRUED PAYROLL AND TAXES. BEG. OF YEAR AMOUNT: 3,675. END OF YEAR AMOUNT: 1,512. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 225. END OF YEAR AMOUNT: 3,901. DESCRIPTION: LOAN PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 11,122. DESCRIPTION: FISCAL AGENT LIABILITY. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,769.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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.DeclarationDesc

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