Nonprofit · EIN 23-7329723
HELENA LIONS SWIM TEAM
Tax-exempt · HELENA, MT 59624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $223,559 | $178,721 | $44,838 | $172,071 | $823 | $171,248 |
| August 31, 2024 | 990-EZ | $154,252 | $147,217 | $7,035 | $119,432 | $2,097 | $117,335 |
| August 31, 2023 | 990-EZ | $151,258 | $150,624 | $634 | $108,906 | $823 | $108,083 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $149,274
- Membership dues
- $112,728
- Program service revenue
- $49,656
- Investment income
- $597
- Net income from fundraising events
- $4,943
- Net income from gaming
- $8,853
- Net income from sales of inventory
- $2,457
- Other revenue
- $24,032
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $71,705
- Other salaries and wages
- $6,020
- Salaries, compensation and benefits (total)
- $86,295
- Professional fundraising fees
- $0
- Accounting fees
- $5,817
- Occupancy
- $47,644
- Travel
- $5,739
- Depreciation
- $659
- Program services (functional)
- $164,221
- Management and general (functional)
- $14,500
Balance sheet and other
- Total assets, start of year
- $119,432
- Total assets, end of year
- $172,071
- Total liabilities, end of year
- $823
- Net assets, end of year
- $171,248
- Land, buildings and equipment
- $829
- Gross receipts
- $223,720
- Employees
- 5
- Volunteers
- 50
- Year formed
- 1973
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDGAR LARY JR | HEAD SWIM COACH Officer | 40 | $44,320 |
| ERIC URBAN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| PAT SAMPSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| PIPER LYNCH | TREASURER Trustee or director, Officer | 5 | $0 |
| CASEY DRISCOLL | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| LAURA ALVEY | BOARD MEMBER Trustee or director | 0.25 | $0 |
| SARAH ELDRIDGE | BOARD MEMBER Trustee or director | 0.25 | $0 |
| SHELLY MCLAIN | BOARD MEMBER Trustee or director | 0.25 | $0 |
990-EZ for the year ended August 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEGAN STENZEL | INTERIM HEAD SWIM COACH | 35 | $10,851 |
| JOHN KRAMER | INTERIM HEAD SWIM COACH | 35 | $7,778 |
| ERIC URBAN | PRESIDENT | 3 | $0 |
| PIPER LYNCH | TREASURER | 5 | $0 |
| SARAH ELDRIDGE | BOARD MEMBER | 0.25 | $0 |
| LAURA ALVEY | SECRETARY | 0.25 | $0 |
| CASEY DRISCOLL | VICE PRESIDENT | 0.5 | $0 |
| SHELLY MCLAIN | FUNDRAISING CHAIR | 2 | $0 |
| EDGAR LARY JR | HEAD SWIM COACH | 35 | $0 |
990-EZ for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEGAN STENZEL | HEAD SWIM COACH | 35 | $5,253 |
| JENNIFER KRATTIGER | PRESIDENT | 1 | $0 |
| JOHN CONNOR | VICE PRESIDENT | 1 | $0 |
| ANDREA GOETSCH | TREASURER | 1 | $0 |
| REBECCA DOCKTER | SECRETARY | 1 | $0 |
| ERIC URBAN | MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 936, HELENA, MT 59624-0936
- Principal officer (990 for 2024)
- PIPER LYNCH, PO BOX 936, HELENA, MT 59624
- Signed the 990
- PIPER LYNCH, TREASURER
- Phone
- (406) 459-9726
- Website
- WWW.HLST.ORG
- Return prepared by
- RED ROCK ACCOUNTING SOLUTIONS
Mission
HELENA LIONS SWIM TEAM IS A COMMUNITY-BASED COMPETITIVE SWIM TEAM, CHALLENGING SWIMMERS TO ACHIEVE PERSONAL EXCELLENCE IN SWIMMING AND IN LIFE. THE ORGANIZATION IS MANAGED BY VOLUNTEERS, BUT HAS PROFESSIONAL COACHING STAFF FOR APPROXIMATELY 80 SWIMMERS ANNUALLY. THE TEAM IS USA SWIMMING SANCTIONED AND HOLDS 2 HOME SWIM MEETS ANNUALLY IN ADDITION TO COMPETING IN MEETS ACROSS MONTANA AND THE PACIFIC NORTHWEST. THE TEAM HAS A MODEST SCHOLARSHIP FUND TO OFFSET SEASONAL DUES FOR SWIMMERS OF FAMILIES IN FINANCIAL CRISIS.
Program accomplishments
- HELENA LIONS SWIM TEAM (HLST) IS LOCATED IN HELENA, MT. ITS SOLE PROGRAM IS TO DEVELOP SWIM ATHLETES TO ACHIEVE PERSONAL EXCELLENCE AT THEIR SPORT AND IN LIFE. EXCELLENCE IN THE POOL IS MEASURED BY PROGRESS IN FASTER SWIMMING TIMES AT COMPETITIONS, AS WELL AS BY PRACTICE ATTENDANCE, TO ATTEND SCHEDULED PRACTICES AND EVENTS, TO SHOW UP ON TIME, WORK HARD, AND MAINTAIN A POSITIVE ATTITUDE. EXCELLENCE OUTSIDE THE POOL IS MEASURED BY PARTICIPATION IN FUNDRAISERS TO HELP SUPPORT THE TEAM; COMMUNITY SERVICE; AND BY DEVELOPING HEALTHY FRIENDSHIPS AND ACHIEVING ACADEMIC SUCCESS IN SCHOOL. HLST OPERATES YEAR-ROUND. SEPTEMBER THROUGH FEBRUARY IS THE SHORT COURSE (25 YARD POOL) SEASON; APRIL THROUGH JULY IS THE LONG COURSE (50 METER POOL) SEASON. MARCH AND AUGUST ARE REGIONAL COMPETITIONS; PACIFIC NORTHWEST SECTIONALS IN MARCH; WESTERN ZONES IN AUGUST. QUALIFIED SWIMMERS TRAVEL TO THOSE MEETS ACCOMPANIED BY COACHING STAFF AND CHAPERONES. DURING THE SHORT COURSE SEASON, HLST SERVED 72 SWIMMERS OF ALL SKILL LEVELS AND AGES 6-18, WHILE LONG COURSE SWIMMERS TOTALED 75. THE TEAM HOSTED TWO HOME MEETS WITH 298 AND 280 SWIMMERS PARTICIPATING, RESPECTIVELY. HLST OPERATES AT TWO LOCAL POOL FACILITIES OWNED BY HELENA YMCA AND THE CITY OF HELENA.Expenses $164,221 · revenue $59,892
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-EZ on file |
IRS record
- EIN
- 23-7329723
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $172,071
- Income (IRS master file)
- $223,720
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $223,559 | $178,721 | $172,071 | XML |
| 990-EZ | August 2024 | $154,252 | $147,217 | $119,432 | XML |
| 990-EZ | August 2023 | $151,258 | $150,624 | $108,906 | XML |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 2021 | – | – | – | IRS |
| 990-EZ | August 2020 | – | – | – | IRS |
| 990-EZ | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7329723).
Questions about HELENA LIONS SWIM TEAM
- What is the EIN of HELENA LIONS SWIM TEAM?
- The employer identification number (EIN) of HELENA LIONS SWIM TEAM is 23-7329723.
- Is HELENA LIONS SWIM TEAM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to HELENA LIONS SWIM TEAM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HELENA LIONS SWIM TEAM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HELENA LIONS SWIM TEAM due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELENA LIONS SWIM TEAM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of HELENA LIONS SWIM TEAM?
- The 990 for the year ended August 31, 2025 names PIPER LYNCH.
- Who are the officers and directors of HELENA LIONS SWIM TEAM?
- The 990 for the year ended August 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $44,320 (EDGAR LARY JR, HEAD SWIM COACH).
- How much revenue does HELENA LIONS SWIM TEAM have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $223,559, expenses of $178,721 and total assets of $172,071 at year end.
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