2023-09-18T09:25:02-05:00 2022-12-31 480567703 KCOE ISOM LLP 828 GREAT NORTHERN BOULEVARD HELENA MT 59601 990 2022-01-01 810536902 HELENA AREA COMMUNITY FOUNDATION HELE 4064414955 PO BOX 92 HELENA MT 596240092 EMILY FRAZIER EXECUTIVE DIRECTOR 4064592658 2023-08-09 1 EMILY FRAZIER 999009999 0 MANDY SMITH P01722770 4064421040 2023-08-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z EMILY FRAZIER PO BOX 92 HELENA MT 596240092 651934 0 X WWW.HELENAAREACOMMUNITYFOUNDATION.ORG X 2001 MT FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE. 12 12 2 35 0 0 212075 583629 100 445 38568 44038 -8229 -33227 242514 594885 28211 493655 0 0 62784 67740 0 0 18533 41328 46443 132323 607838 110191 -12953 558550 512478 6577 35719 551973 476759 TO PROVIDE FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE. 0 0 578568 493655 445 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. 578568 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X EMILY FRAZIER 4064414955 33 S LAST CHANCE GULCH STE 2A HELENA MT 59601 CURT LARSEN DIRECTOR 1.00 X 0 0 0 DARANNE DUNNING DIRECTOR 1.00 X 0 0 0 ELLIE WEBSTER DIRECTOR 1.00 X 0 0 0 JAN BROWN DIRECTOR 1.00 X 0 0 0 JEANNIE ETCHART PRESIDENT 3.00 X X 0 0 0 JOHN MOORE DIRECTOR 1.00 X 0 0 0 KIM LLOYD VICE PRESIDENT 3.00 X X 0 0 0 MARK BARRY TREASURER 3.00 X X 0 0 0 JACKIE JONES DIRECTOR 1.00 X 0 0 0 RAYLEE HONEYCUTT SECRETARY 3.00 X X 0 0 0 SARA BERG PAST PRESIDENT 3.00 X X 0 0 0 STEPHANIE BULL DIRECTOR 1.00 X 0 0 0 EMILY FRAZIER EXECUTIVE DIRECTOR 40.00 X 62294 0 0 62294 0 0 0 0 0 0 0 54780 461400 67449 583629 MISCELLANEOUS REVENUE 561000 445 445 445 35016 35016 9022 0 9022 9022 9022 23822 54780 57049 -33227 -33227 594885 445 0 10811 394260 394260 99395 99395 62294 49835 12459 5446 5446 4200 4200 4561 4561 415 29 386 4260 1589 542 2129 3618 3546 72 7090 2035 5055 4944 3994 950 250 250 3073 3025 48 DUES/SUBSCRIPTIONS 9036 5411 3600 25 PRINTING/COPYING 2396 470 1926 FUNDRAISING SUPPLIES 2293 685 1608 BANK/OTHER FEES 307 307 607838 578568 10737 18533 56861 82677 20944 14128 3700 3700 250 0 93894 64080 386601 351593 558550 512478 6577 35719 6577 35719 X 551973 476759 551973 476759 558550 512478 -12953 -62261 0 X 0 0 0 X 75826 71650 134573 212075 583629 1077753 75826 71650 134573 212075 583629 1077753 1077753 3253 3771 4246 28890 30662 70822 1148575 52017 0.93830 0.92620 X 371974 33000 -65326 4561 335087 335715 55416 14627 4530 371974 312522 40969 13944 3832 335715 282200 47537 13394 3821 312522 316543 -18257 12520 3566 282200 0 0 3700 3700 0 0 ENDOWMENT DISTRIBUTION RECEIVABLE 16506 AGENCY ENDOWMENT 335087 351593 HELENA HOLIDAY CRUISE 27379 10750 16629 24671 GREATER HELENA GIVES 51223 44030 7193 2950 29428 78602 54780 23822 2950 54099 57049 -33227 0 ANGEL FUND 107 OAKLAND LANE HELENA MT 59601 810535130 10000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC ARCHIE BRAY FOUNDATION 2915 COUNTRY CLUB AVE HELENA MT 59602 810284022 10598 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC BIG BROTHERS BIG SISTERS OF CENTRAL MONTANA 1434 N ROBERTS ST HELENA MT 59601 237138696 13667 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC CASA OF LEWIS & CLARK AND BROADWATER COUNTIES PO BOX 4865 HELENA MT 59601 810523987 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC COHESION DANCE PROJECT 1020 ARGYLE ST HELENA MT 59601 455088857 8860 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC EXPLORATIONWORKS 995 CAROUSEL WAY HELENA MT 59601 810541491 10110 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC FAMILY OUTREACH INC 1236 HELENA AVE HELENA MT 59601 810367074 19475 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC FAMILY PROMISE OF GREATER HELENA PO BOX 939 HELENA MT 59624 272482216 24000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC FLORENCE CRITTENTON FAMILY SERVICES 3404 COONEY DR HELENA MT 59602 810231788 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC FRIENDSHIP CENTER 1430 N SANDERS HELENA MT 59601 237131678 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC GOOD SAMARITAN 3067 N MONTANA AVE HELENA MT 59601 882045140 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC GRANDSTREET THEATRE 325 N PARK AVE HELENA MT 59601 810357843 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC HEALTHY MOTHERS HEALTHY BABIES THE MONTANA COALITION INC (HMHB-MT) 318-20 N LAST CHANCE GULCH STE 2C HELENA MT 59601 810436517 10000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC HELENA AREA HABITAT FOR HUMANITY 432 N LAST CHANCE GULCH SUITE R HELENA MT 59601 810476317 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC HELENA FOOD SHARE INC PO BOX 943 HELENA MT 59624 HELENA MT 59624 363507623 10000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC HELENA SYMPHONY 21 N LAST CHANCE GULCH STE 100 HELENA MT 59601 810352067 9000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC HOLTER MUSEUM OF ART 12 E LAWRENCE ST HELENA MT 59601 810472958 12000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC INTERMOUNTAIN DEACONESS CHILDREN'S SERVICES 3240 DREDGE DR HELENA MT 59602 810231775 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC LEWIS & CLARK HUMANE SOCIETY 2112 E CUSTER AVE HELENA MT 59602 816014910 10000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC MERLIN CCC 119 REEDERS ALLEY HELENA MT 59601 471479303 5500 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC MONTANA BUDGET & POLICY CENTER 15 W 6TH ST SUITE 3E HELENA MT 59601 800624179 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC MONTANA CHILDRENS FOUNDATION PO BOX 5539 HELENA MT 59604 810365625 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC MONTANA LEGAL SERVICES ASSOCIATION 616 HELENA AVE SUITE 100 HELENA MT 59601 810298262 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC MONTANA PRESERVATION ALLIANCE INC (DBA PRESERVE MONTANA) 316 FULLER AVE HELENA MT 59601 363559965 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC MUSIKANTEN MONTANA 8 PARK PL CLANCY MT 59634 521272200 11000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC MYRNA LOY 15 NORTH EWING HELENA MT 59601 510185430 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC PRICKLY PEAR LAND TRUST 40 W LAWRENCE ST STE A HELENA MT 59601 810506868 13050 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC QUEEN CITY BALLET COMPANY 8 W LAWRENCE STREET HELENA MT 59601 263172267 10000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC UWLCA (UNITED WAY) 75 E LYNDALE AVE HELENA MT 59601 816017354 10000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC YWCA HELENA 501 N PARK AVE HELENA MT 59601 810235416 14000 0 TO HELP NONPROFITS RECOVER FINANCIALLY FROM THE COVID PANDEMIC 33 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE WILL REVIEW AND THEN THE FULL BOARD WILL RATIFY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ANNUAL CERTIFICATION. THE POLICY IS DISCUSSED IN DETAIL, ESPECIALLY DURING PERIODS OF GRANT FUNDING, WHEN MOST CONFLICTS ARISE. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION CONDUCTS ANNUAL EVALUATIONS OF ITS EXECUTIVE DIRECTOR, REVIEWS RELATED SALARY AND BENEFITS DATA FOR THE LOCAL NONPROFIT SECTOR, AND DETERMINES PAY AND BENEFIT CHANGES BETWEEN OCTOBER AND DECEMBER ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION POSTS ON THEIR WEBSITE ANNUALLY OR MAKES AVAILABLE UPON REQUEST.