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Nonprofiteer
← HELENA AREA COMMUNITY FOUNDATION

Form 990 for tax year 2024

Filed by HELENA AREA COMMUNITY FOUNDATION.

Totals

Total revenue
$283,404
Total expenses
$302,197
Contributions and grants received
$257,878
Grants paid
$96,739
Program service revenue
$0
Investment income
$49,269
Other revenue
-$23,743
Total assets, end of year
$563,535
Total liabilities, end of year
$15,484
Net assets or fund balances, end of year
$548,051
Program services expenses (Part IX)
$218,465
Management and general expenses
$45,486
Fundraising expenses
$38,246
Program service expenses (Part III)
$218,465

Program services were 72.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $52,598

  • 1e · Government grants (contributions)

    $107,284

  • 1f · All other contributions, gifts and grants

    $97,996

  • 3 · Investment income

    total $44,877 · excluded $44,877

  • 7a · Gross sales of assets other than inventory

    securities $4,471

  • 7b · Less cost or other basis and sales expenses

    securities $79

  • 7c · Gain or loss

    securities $4,392

  • 7d · Net gain or loss

    total $4,392 · excluded $4,392

  • 8a · Fundraising events: gross income

    $22,995

  • 8a · Fundraising events: contributions included on line 1c

    $52,598

  • 8b · Fundraising events: direct expenses

    $46,738

  • 8c · Net income from fundraising events

    total -$23,743 · excluded -$23,743

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $84,739 · program services $84,739

  • 2 · Grants to domestic individuals

    total $12,000 · program services $12,000

  • 5 · Compensation of officers, directors and key employees

    total $65,177 · program services $52,142 · fundraising $13,035

  • 7 · Other salaries and wages

    total $47,198 · program services $36,827 · management and general $362 · fundraising $10,009

  • 9 · Other employee benefits

    total $6,446 · program services $2,778 · management and general $3,668

  • 10 · Payroll taxes

    total $9,678 · program services $9,646 · management and general $32

  • 11c · Fees: accounting

    total $13,545 · management and general $13,545

  • 11f · Fees: investment management

    total $4,751 · program services $4,751

  • 11g · Fees: other

    total $2,118 · program services $25 · management and general $1,793 · fundraising $300

  • 12 · Advertising and promotion

    total $165 · management and general $165

  • 13 · Office expenses

    total $13,723 · program services $239 · management and general $6,384 · fundraising $7,100

  • 14 · Information technology

    total $1,591 · program services $540 · management and general $1,051

  • 16 · Occupancy

    total $8,795 · program services $7 · management and general $8,788

  • 17 · Travel

    total $1,288 · fundraising $1,288

  • 19 · Conferences, conventions and meetings

    total $1,799 · program services $15 · management and general $1,784

  • 22 · Depreciation, depletion and amortization

    total $229 · management and general $229

  • 23 · Insurance

    total $1,417 · management and general $1,417

  • 24a · Other expenses: SUPPLIES

    total $9,519 · program services $8,086 · management and general $105 · fundraising $1,328

  • 24b · Other expenses: DUES/SUBSCRIPTIONS

    total $8,437 · program services $440 · management and general $3,817 · fundraising $4,180

  • 24c · Other expenses: TRANSFER TO MCF

    total $6,224 · program services $6,224

  • 24d · Other expenses: PRINTING/COPYING

    total $3,164 · management and general $2,158 · fundraising $1,006

  • 24e · All other expenses

    total $194 · program services $6 · management and general $188

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $71,220 · end of year $47,330

  • 4 · Accounts receivable

    beginning of year $27,792 · end of year $55,825

  • 10a · Land, buildings and equipment: cost or other basis

    $4,950

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,179

  • 10c · Land, buildings and equipment, net

    beginning of year $1,000 · end of year $771

  • 11 · Investments: publicly traded securities

    beginning of year $69,250 · end of year $62,963

  • 15 · Other assets

    beginning of year $356,386 · end of year $396,646

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,692 · end of year $15,484

  • 27 · Net assets without donor restrictions

    beginning of year $515,956 · end of year $548,051

Mission and programs · 2024

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE.

Activities or mission (Part I)

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.

    Expenses $218,465 · Grants $96,739

As filed on the 2024 return.

Listed in Part VII

  • Daranne Dunning

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Kim Lloyd

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • John Moore

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Mark Barry

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Jackie Jones

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Bull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ellie Webster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sara Berg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joyce Day

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Nelson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Emily Frazier

    EXECUTIVE DIRECTOR

    Total calculated
    $65,177
    From this org
    $63,222
    From related orgs
    $0
    Other
    $1,955
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
9 July 2025
IRS schema version
2024v5.2
Source object
202511929349300501

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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