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HELENA AREA COMMUNITY FOUNDATION: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HELENA AREA COMMUNITY FOUNDATION (EIN 81-0536902)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201633209349205913
Schema version
2015v2.1
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)
Return2016-11-15T16:06:50-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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)
PersonANN WAICKMANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4064414955PhoneNum
Signature2016-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRYSTAL R STEWARTPreparerPersonNm
PTINP00762612PTIN
Phone4064421040PhoneNum
Preparation2016-11-01PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$120,848GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$107,139ContributionsGiftsGrantsEtcAmt
Investment Income$7,013InvestmentIncomeAmt
Sale Of Assets Gross$6,696SaleOfAssetsGrossAmt
Gain Or Loss From Sale Of Assets$6,696GainOrLossFromSaleOfAssetsAmt
Total Revenue$120,848TotalRevenueAmt
Grants And Similar Amounts Paid$50,271GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$6,379SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$6,332FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$1,852OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$2,309PrintingPublicationsPostageAmt
Other Expenses Total$21,571OtherExpensesTotalAmt
Total Expenses$88,714TotalExpensesAmt
Excess Or Deficit For Year$32,134ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$342,240NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$7,006OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$367,368NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$32,945BOYAmt
EOY$60,534EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$309,295BOYAmt
EOY$310,075EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$342,240BOYAmt
EOY$370,609EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,241EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$342,240BOYAmt
EOY$367,368EOYAmt
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$65,080ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$65,080TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET CORCORAN
TREASURER5.00$0$0$0
JASON JEWETT
IMMEDIATE PAST PRESIDENT1.00$0$0$0
MARCY MCLEAN
PRESIDENT5.00$0$0$0
ANN WAICKMAN
EXECUTIVE DIRECTOR20.00$2,190$0$0
ALICIA PICHETTE
DIRECTOR1.00$0$0$0
KAREN HICKS
DIRECTOR1.00$0$0$0
TOBY DEWOLF
DIRECTOR1.00$0$0$0
KATIE MEYER
SECRETARY5.00$0$0$0
GLENNA WORTMAN-OBIE
VICE PRESIDENT5.00$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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANN WAICKMANBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 NORTH LAST CHANCE GULCH 1AddressLine1Txt
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$56,558CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,819CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,240CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,507CurrentTaxYearMinus1YearAmt
Current Tax Year$107,139CurrentTaxYearAmt
Total$329,263TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,558CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,819CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,240CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,507CurrentTaxYearMinus1YearAmt
Current Tax Year$107,139CurrentTaxYearAmt
Total$329,263TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,756SubstantialContributorsTotAmt
Public Support Total170$325,507PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,822CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,495CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,947CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,940CurrentTaxYearMinus1YearAmt
Current Tax Year$7,013CurrentTaxYearAmt
Total$30,217TotalAmt
FieldValueIRS element (for citing)
Total Support$359,480TotalSupportAmt
Gross Receipts Rltd Activities$8,623GrossReceiptsRltdActivitiesAmt
Public Support CY1700.90550PublicSupportCY170Pct
Public Support PY1700.86560PublicSupportPY170Pct
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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT EARNINGS ON AGENCY ENDOW. AMOUNT: 7,013.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: HISTORICAL. GRANTEE NAME: HELENA 150. GRANTEE ADDRESS: 316 NORTH PARK HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 02/24/15. AMOUNT GIVEN: 2,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: FRANK PHILLIPS COLLEGE. GRANTEE ADDRESS: PO BOX 5118 BORGER, TX 79008. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 04/11/15. AMOUNT GIVEN: 250.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: GIVE LOCAL. GRANTEE ADDRESS: PO BOX 92 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/18/15. AMOUNT GIVEN: 48,021. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 50,271.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 352. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,500. TOTAL TO FORM 990-EZ, LINE 14: 1,852.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER . AMOUNT: 3,444. DESCRIPTION: ADVERTISING . AMOUNT: 1,456. DESCRIPTION: WEBSITE DESIGN AND MAINTENANCE . AMOUNT: 575. DESCRIPTION: SUPPLIES . AMOUNT: 14,661. DESCRIPTION: MISCELLANEOUS . AMOUNT: 248. DESCRIPTION: PAYROLL TAXES . AMOUNT: 970. DESCRIPTION: BOARD EXPENSES . AMOUNT: 90. DESCRIPTION: TRAVEL . AMOUNT: 127. TOTAL TO FORM 990-EZ, LINE 16: 21,571.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAINS/LOSSES IN AGENCY ACCOUNTS. AMOUNT: -7,006.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 308,415. END OF YEAR AMOUNT: 297,044. DESCRIPTION: ENDOWMENT DISTRIBUTION RECEIVABLE . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 12,503. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 880. END OF YEAR AMOUNT: 528.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,622. DESCRIPTION: ACCRUED PAYROLL TAXES . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 619.

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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