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HELENA AREA COMMUNITY FOUNDATION: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HELENA AREA COMMUNITY FOUNDATION (EIN 81-0536902)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-10
IRS object ID
201501919349200420
Schema version
2014v5.0
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)
Return2015-07-10T12:57:26-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Phone4064598748PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 92AddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59624ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON JEWETTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4064598748PhoneNum
Signature2015-06-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCINDY A UTTERBACKPreparerPersonNm
PTINP00102080PTIN
Phone4064421040PhoneNum
Preparation2015-06-24PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressWWW.HELENAAREACOMMUNITYFOUNDATION.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$101,937GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$62,507ContributionsGiftsGrantsEtcAmt
Investment Income$6,940InvestmentIncomeAmt
Sale Of Assets Gross$29,659SaleOfAssetsGrossAmt
Gain Or Loss From Sale Of Assets$29,659GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$2,831FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,914SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$83SpecialEventsNetIncomeLossAmt
Total Revenue$99,023TotalRevenueAmt
Grants And Similar Amounts Paid$24,000GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$3,072SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,629FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$2,697OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$3,554PrintingPublicationsPostageAmt
Other Expenses Total$13,189OtherExpensesTotalAmt
Total Expenses$49,141TotalExpensesAmt
Excess Or Deficit For Year$49,882ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$312,497NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$20,139OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$342,240NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$32,902BOYAmt
EOY$32,945EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$279,595BOYAmt
EOY$309,295EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$312,497BOYAmt
EOY$342,240EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$312,497BOYAmt
EOY$342,240EOYAmt
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$24,000GrantsAndAllocationsAmt
Program Service Expenses$35,202ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$35,202TotalProgramServiceExpensesAmt
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
FRANK COTE
DIRECTOR1.00$0$0$0
LISA KUNTZ
DIRECTOR1.00$0$0$0
MARGARET CORCORAN
SECRETARY1.00$0$0$0
JASON JEWETT
PRESIDENT5.00$0$0$0
MARCY MCLEAN
VICE PRESIDENT1.00$0$0$0
KAREN JAKOVAC
TREASURER5.00$0$0$0
JULIE JOHNSON
DIRECTOR1.00$0$0$0
LINDA CARLSON
EXECUTIVE DIRECTOR10.00$3,072$0$0
ALICIA PICETTE
DIRECTOR AT LARGE1.00$0$0$0
KAREN HICKS
DIRECTOR1.00$0$0$0
TOBY DEWOLF
DIRECTOR1.00$0$0$0
KATIE MEYER
DIRECTOR1.00$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 Line1KAREN JAKOVAC TREASURERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11202 DAYBREAKAddressLine1Txt
CityHELENACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59601ZIPCd
FieldValueIRS element (for citing)
Phone4064598748PhoneNum
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$60,213CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,558CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,819CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,240CurrentTaxYearMinus1YearAmt
Current Tax Year$62,507CurrentTaxYearAmt
Total$282,337TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,213CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,558CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,819CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,240CurrentTaxYearMinus1YearAmt
Current Tax Year$62,507CurrentTaxYearAmt
Total$282,337TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$13,696SubstantialContributorsTotAmt
Public Support Total170$268,641PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,822CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,495CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,947CurrentTaxYearMinus1YearAmt
Current Tax Year$6,940CurrentTaxYearAmt
Total$28,001TotalAmt
FieldValueIRS element (for citing)
Total Support$310,338TotalSupportAmt
Gross Receipts Rltd Activities$11,043GrossReceiptsRltdActivitiesAmt
Public Support CY1700.86560PublicSupportCY170Pct
Public Support PY1700.86860PublicSupportPY170Pct
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 (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME . AMOUNT: 71. DESCRIPTION: INVESTMENT EARNINGS ON AGENCY ENDOW . AMOUNT: 6,869. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,940.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA FOOD SHARE. GRANTEE ADDRESS: 1616 LEWIS ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: WEST MONT. GRANTEE ADDRESS: 2708 BOZEMAN AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 10,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: COHESION DANCE PROJECT. GRANTEE ADDRESS: 1020 ARGYLE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HABITAT FOR HUMANITY. GRANTEE ADDRESS: 1531 NATIONAL AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: FLORENCE CRITTENTON HOME. GRANTEE ADDRESS: 901 N HARRIS STREET HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA COMMUNITY GARDENS. GRANTEE ADDRESS: PO BOX 1222 HELENA, MT 59624-1222. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EMERGENCY SERVICES. GRANTEE NAME: MONTANA CITY FIRE DEPARTMENT. GRANTEE ADDRESS: 13 MISSION MOUNTAIN ROAD MONTANA CITY, MT 59634. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: MONTANA LEGAL SERVICES. GRANTEE ADDRESS: 616 HELENA AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA FAMILY YMCA. GRANTEE ADDRESS: 1200 N LAST CHANCE GULCH HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: MONTANA EDUCATION PARTNERSHIPS. GRANTEE ADDRESS: PO BOX 3 HELENA, MT 59624-0003. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: LINCOLN BLACKFOOT PATHWAYS. GRANTEE ADDRESS: PO BOX 712 LINCOLN, MT 59639. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: LINCOLN BLACKFOOT CHALLENGE. GRANTEE ADDRESS: PO BOX 103 OVANDO, MT 59854. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 24,000.
FORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 1,320. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,377. TOTAL TO FORM 990-EZ, LINE 14: 2,697.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER . AMOUNT: 3,005. DESCRIPTION: ADVERTISING, WEBSITE DESIGN AND MAINTENANCE . AMOUNT: 4,576. DESCRIPTION: SUPPLIES . AMOUNT: 190. DESCRIPTION: PAYROLL TAXES . AMOUNT: 931. DESCRIPTION: DONOR CULTIVATION . AMOUNT: 1,827. DESCRIPTION: BOARD TRAINING AND EXPENSES . AMOUNT: 2,574. DESCRIPTION: MISCELLANEOUS . AMOUNT: 86. TOTAL TO FORM 990-EZ, LINE 16: 13,189.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAINS/LOSSES IN AGENCY ACCOUNTS . AMOUNT: -20,139.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 279,595. END OF YEAR AMOUNT: 308,415. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 880.

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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