HELENA AREA COMMUNITY FOUNDATION Charity Report

Public IRS 990 nonprofit record

HELENA AREA COMMUNITY FOUNDATION

EIN 81-0536902 · Community Foundations (T31)

What they do

to PROVIDE FINANCIAL ASSISTANCE to NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS to BUILD ENDOWMENT for GRANTS, WHICH is THE EXEMPT PURPOSE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $72.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders11 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

72.3%of expenses went to mission work77.10% of revenue

12.7%of expenses went to fundraising13.50% of revenue

$106.63spent for every $100 of revenueSpending was higher than revenue this year.

15.1%of expenses went to management and office costs16.00% of revenue

$1.86in assets for every $1 spent this yearSome assets cannot be spent right away.

91.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $18,793 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $65,177 for EMILY FRAZIER (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100spent

Where each $100 of expenses went

The first percentage is the spending mix. The second compares that amount with the charity’s revenue.

Mission workProgram services72.3% of expenses77.10% of revenue

ManagementOffice and general costs15.1% of expenses16.00% of revenue

FundraisingAsking for donations12.7% of expenses13.50% of revenue

Total expenses106.60% of revenue

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

202472.3% mission

202375.4% mission

202295.2% mission

202169.7% mission

202072.0% mission

201972.6% mission

201875.0% mission

201747.8% mission

Money in and money out

Revenue$283,404

Expenses$302,197

Annual shortfall $18,793 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$218,465 · 72.3% of expenses

Management and office costs$45,486 · 15.1% of expenses

Fundraising$38,246 · 12.7% of expenses

See all reported dollar amounts

Revenue$283,404

Expenses$302,197

Assets$563,535

Income$330,221

Contributions$257,878

Mission work (program services)$218,465

Fundraising$38,246

Grants given$386,820

Average grant$12,478

Management and general$45,486

Stocks and bonds$62,963

Accounting fees$13,545

Investing fees$4,751

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

EMILY FRAZIEREXECUTIVE DIRECTOR · 40 hrs/week $65,177Base $63,222 · Other $1,955

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (11)

EMILY FRAZIEREXECUTIVE DIRECTOR

BRIAN NELSONDIRECTOR

DARANNE DUNNINGPRESIDENT

ELLIE WEBSTERDIRECTOR

JACKIE JONESSECRETARY

JOHN MOOREVICE PRESIDENT

JOYCE DAYDIRECTOR

KIM LLOYDPAST PRESIDENT

MARK BARRYTREASURER

SARA BERGDIRECTOR

STEPHANIE BULLDIRECTOR

About this charity

Recognized since: January 2001
Location: 27 NEILL AVE SUITE 102, HELENA, MT 59601
County: Lewis and Clark
In care of: EMILY FRAZIER
Primary officer: EMILY FRAZIER, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailemilyf@helenaareacommunityfoundation.org Phone(406) 441-4955 Officer phone(406) 459-2658

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: PINION LLC
NTEE classification: Community Foundations (T31)
IRS tax category: Community Foundations
Grant-giving organization: Yes