2021-11-02T16:31:19-05:00 2020-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990EZ 2020-01-01 810536902 HELENA AREA COMMUNITY FOUNDATION HELE 4064414955 PO BOX 92 HELENA MT 59624 EMILY FRAZIER EXECUTIVE DIRECTOR 4064592658 2021-09-01 1 EMILY FRAZIER 999009999 KRYSTAL R STEWART CPA P00762612 4064421040 2021-09-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X WWW.HELENAAREACOMMUNITYFOUNDATION.ORG X X 152809 X 134573 4246 2299 2299 5970 18419 -12449 5721 134390 10250 60374 6664 4773 3361 35550 120972 13418 354756 34424 402598 X 30046 50502 328610 371400 358656 421902 3900 19304 354756 402598 X FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE. 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 87154 87154 X GLENNA WORTMAN-OBIE DIRECTOR 1.00 0 0 0 MARGARET CORCORAN DIRECTOR 1.00 0 0 0 KACI CECH DIRECTOR 20.00 0 0 0 TORI HUNTHAUSEN DIRECTOR 1.00 0 0 0 SARA BERG DIRECTOR 1.00 0 0 0 MARK BARRY DIRECTOR 1.00 0 0 0 RAYLEE HONEYCUTT DIRECTOR 1.00 0 0 0 JOHN MOORE DIRECTOR 1.00 0 0 0 STEPHANIE BULL PAST PRESIDENT 1.00 0 0 0 CURT LARSEN PRESIDENT 1.00 0 0 0 JACKI FRANK TREASURER 5.00 0 0 0 JEANNIE ETCHART VICE PRESIDENT 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACKI FRANK 33 S LAST CHANCE GULCH STE 2A HELENA MT 59601 4064414955 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 109146 58541 75826 71650 134573 449736 109146 58541 75826 71650 134573 449736 6892 442844 4141 2574 3253 3771 4246 17985 467721 25360 0.94680 0.93540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED HELENA HOLIDAY CRUISE 27035 21065 5970 18419 27035 21065 5970 18419 18419 -12449 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: 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 REVENUE DESCRIPTION: REIMBURSED EXPENSES. AMOUNT: 5,721. 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: 09/15/20. AMOUNT GIVEN: 10,250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 10,250. FORM 990-EZ, PART I, LINE 14 DESCRIPTION: DEPRECIATION. AMOUNT: 300. DESCRIPTION: OTHER EXPENSES. AMOUNT: 4,473. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: 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 ASSETS DESCRIPTION: UNREALIZED GAIN AGENCY ENDOWMENT. AMOUNT: 34,424. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: 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 LIABILITIES DESCRIPTION: 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. 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.