HELENA AREA COMMUNITY FOUNDATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HELENA AREA COMMUNITY FOUNDATION (EIN 81-0536902)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-06
- IRS object ID
- 201323109349201062
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-06T16:29:35-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810385940 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1040 | AddressLine1 |
| City | HELENA | City |
| State | MT | State |
| ZIP Code | 59624 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810536902 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS AND CLARK COUNTY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEWI | NameControl |
| Phone | 4064414952 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 92 | AddressLine1 |
| City | HELENA | City |
| State | MT | State |
| ZIP Code | 59624 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA BULLOCK | Name |
| Title | TREASURER | Title |
| Phone | 4064414952 | Phone |
| Date Signed | 2013-11-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CINDY A UTTERBACK | Name |
| PTIN | P00102080 | PTIN |
| Phone | 4064421040 | Phone |
| Date Prepared | 2013-11-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | WWW.LCCFOUNDATION.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 58388 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 45819 | ContributionsGiftsGrantsEtc |
| Investment Income | 5495 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 5214 | GrossAmountFromSaleOfAssets |
| Gain Or Loss From Sale Of Assets | 5214 | GainOrLossFromSaleOfAssets |
| Fundraising Gross Income | 1860 | FundraisingGrossIncome |
| Special Events Direct Expenses | 604 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 1256 | SpecialEventsNetIncomeLoss |
| Total Revenue | 57784 | TotalRevenue |
| Grants And Similar Amounts Paid | 12900 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 14770 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 1441 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 361 | PrintingPublicationsPostage |
| Other Expenses Total | 8716 | OtherExpensesTotal |
| Total Expenses | 38188 | TotalExpenses |
| Excess Or Deficit For Year | 19596 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 220419 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 12195 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 252210 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30570 | BOY |
| EOY | 31073 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189849 | BOY |
| EOY | 221137 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220419 | BOY |
| EOY | 252210 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220419 | BOY |
| EOY | 252210 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | 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 LCCF AT MCF, BOARD DESIGNATED FUNDS AND FUNDS RECEIVED FOR RE-GRANTING. | DescriptionProgramServiceAccom |
| Grants And Allocations | 12900 | GrantsAndAllocations |
| Program Service Expenses | 22697 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 22697 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| CURTIS LARSEN | ||||
| IMMEDIATE PAST PRESIDENT | 1.00 | 0 | 0 | 0 |
| AIMEE GRMOLJEZ | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| HEIDI GOETTEL | ||||
| SECRETARY | 1.00 | 0 | 0 | 0 |
| LISA BULLOCK | ||||
| TREASURER | 5.00 | 0 | 0 | 0 |
| STEVE BROWNING | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| SARAH HOWE-COBB | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| FRANK COTE | ||||
| PRESIDENT | 5.00 | 0 | 0 | 0 |
| JULIE JOHNSON | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| CHRISTINE ODEGARD | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARCY MCLEAN | ||||
| VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| CASEY KYLER WEST | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| BRIDGITT ERICKSON | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA BULLOCK TREASURER | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E BROADWAY SUITE A | AddressLine1 |
| City | HELENA | City |
| State | MT | State |
| ZIP Code | 59601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4064422773 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79478 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 60213 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56558 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45819 | CurrentTaxYear |
| Total | 290198 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79478 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 60213 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56558 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45819 | CurrentTaxYear |
| Total | 290198 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 18611 | AmountsSubstContributorsTotal |
| Public Support Total170 | 271587 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4869 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4626 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4797 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4822 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5495 | CurrentTaxYear |
| Total | 24609 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 314807 | TotalSupport |
| Gross Receipts From Admissions Etc | 18891 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86270 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88410 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INTEREST INCOME 33.. INVESTMENT EARNINGS ON AGENCY ENDOW 5,462.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,495. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: WOLF CREEK ELEMENTARY SCHOOL. GRANTEE ADDRESS: 150 WALSH ST WOLF CREEK, MT 59648. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 10/01/12. AMOUNT GIVEN: 700. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: EMERGENCY SERVICES. GRANTEE NAME: WOLF CREEK VOLUNTEER FIRE DEPARTMENT. GRANTEE ADDRESS: 310 RECREATION ROAD WOLF CREEK, MT 59648. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/23/12. AMOUNT GIVEN: 4,400. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: AUGUSTA POOL PROJECT. GRANTEE ADDRESS: MAIN STREET AUGUSTA, MT 59410. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/29/12. AMOUNT GIVEN: 6,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: LINCOLN LIBRARY. GRANTEE ADDRESS: 102 9TH AVENUE SOUTH LINCOLN, MT 59639. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 10/15/12. AMOUNT GIVEN: 1,800. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,900. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER. AMOUNT: 3,597. DESCRIPTION: ADVERTISING . AMOUNT: 265. DESCRIPTION: WEBSITE DESIGN AND MAINTENANCE . AMOUNT: 1,400. DESCRIPTION: SUPPLIES . AMOUNT: 1,161. DESCRIPTION: COMPUTER EXPENSES . AMOUNT: 1,230. DESCRIPTION: MISCELLANEOUS . AMOUNT: 1,063. TOTAL TO FORM 990-EZ, LINE 16: 8,716. |
| OTHER CHANGES IN NET ASSETS | FORM 990-EZ, PART I, LINE 20 | DESCRIPTION: UNREALIZED GAINS/LOSSES IN AGENCY A. AMOUNT: 12,195. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF. BEG. OF YEAR AMOUNT: 189,849. END OF YEAR AMOUNT: 221,137. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | 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. | Declaration |
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