Nonprofit · EIN 81-0536902
HELENA AREA COMMUNITY FOUNDATION
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $317,562 | $305,227 | $12,335 | $661,615 | $55,399 | $606,216 |
| December 31, 2024 | 990 | $283,404 | $302,197 | -$18,793 | $563,535 | $15,484 | $548,051 |
| December 31, 2023 | 990 | $271,226 | $265,037 | $6,189 | $525,648 | $9,692 | $515,956 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $275,135
- of which government grants
- $92,407
- Program service revenue
- $0
- Investment income
- $53,258
- Net gain from sales of assets
- $108
- Net income from fundraising events
- -$11,039
- Other revenue
- -$10,831
Expenses
- Grants and similar amounts paid
- $109,500
- Compensation of officers, directors and key employees
- $64,573
- Other salaries and wages
- $51,166
- Salaries, compensation and benefits (total)
- $130,110
- Professional fundraising fees
- $0
- Accounting fees
- $11,316
- Occupancy
- $9,810
- Travel
- $3,079
- Depreciation
- $250
- Program services (functional)
- $231,978
- Management and general (functional)
- $39,257
- Fundraising (functional)
- $33,992
Balance sheet and other
- Total assets, start of year
- $563,535
- Total assets, end of year
- $661,615
- Total liabilities, end of year
- $55,399
- Net assets, end of year
- $606,216
- Land, buildings and equipment
- $521
- Publicly traded securities
- $58,553
- Net assets without donor restrictions
- $448,925
- Net assets with donor restrictions
- $157,291
- Gross receipts
- $339,482
- Employees
- 4
- Volunteers
- 12
- Year formed
- 2001
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY FRAZIER | EXECUTIVE DIRECTOR Officer | 40 | $64,573 |
| DARANNE DUNNING | PRESIDENT Trustee or director, Officer | 3 | $0 |
| JOYCE DAY | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| MICHAEL HALE | TREASURER Trustee or director, Officer | 3 | $0 |
| JALENA JOHNSON | SECRETARY Trustee or director, Officer | 3 | $0 |
| WES FEIST | DIRECTOR Trustee or director | 1 | $0 |
| HALLEE FRANDSEN | DIRECTOR Trustee or director | 1 | $0 |
| JOHN MOORE | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN NELSON | DIRECTOR Trustee or director | 1 | $0 |
| TOMMY WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EMILY FRAZIER | EXECUTIVE DIRECTOR Officer | 40 | $63,222 | $1,955 |
| DARANNE DUNNING | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| KIM LLOYD | PAST PRESIDENT Trustee or director | 3 | $0 | $0 |
| JOHN MOORE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MARK BARRY | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| JACKIE JONES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| STEPHANIE BULL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELLIE WEBSTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA BERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOYCE DAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EMILY FRAZIER | EXECUTIVE DIRECTOR Officer | 40 | $62,283 | $1,666 |
| BRIAN NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOYCE DAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELLIE WEBSTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAN BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM LLOYD | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| JOHN MOORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAYLEE HONEYCUTT | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| MARK BARRY | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| JACKIE JONES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARANNE DUNNING | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| SARA BERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE BULL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANNIE ETCHART | PAST PRESIDENT Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 27 NEILL AVE STE 102, HELENA, MT 59601-2435
- Principal officer (990 for 2025)
- EMILY FRAZIER, 27 NEILL AVE SUITE 102, HELENA, MT 59601
- Signed the 990
- EMILY FRAZIER, EXECUTIVE DIRECTOR
- Phone
- (406) 441-4955
- Return prepared by
- PINION LLC
Mission
TO PROVIDE FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE.
Program accomplishments
- 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 $231,978 · grants $109,500 · revenue $208
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0536902
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $661,615
- Income (IRS master file)
- $339,482
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $317,562 | $305,227 | $661,615 | XML |
| 990 | December 2024 | $283,404 | $302,197 | $563,535 | XML |
| 990 | December 2023 | $271,226 | $265,037 | $525,648 | XML |
| 990 | December 2022 | $594,885 | $607,838 | $512,478 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | 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 81-0536902).
Questions about HELENA AREA COMMUNITY FOUNDATION
- What is the EIN of HELENA AREA COMMUNITY FOUNDATION?
- The employer identification number (EIN) of HELENA AREA COMMUNITY FOUNDATION is 81-0536902.
- Is HELENA AREA COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to HELENA AREA COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HELENA AREA COMMUNITY FOUNDATION 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 AREA COMMUNITY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELENA AREA COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HELENA AREA COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2025 names EMILY FRAZIER.
- Who are the officers and directors of HELENA AREA COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $64,573 (EMILY FRAZIER, EXECUTIVE DIRECTOR).
- How much revenue does HELENA AREA COMMUNITY FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $317,562, expenses of $305,227 and total assets of $661,615 at year end.
Other nonprofits in HELENA
- MONTANA COMMUNITY FOUNDATION INC EIN 81-0450150 · last filed 990 for 2025
- SHROPSHIRE FAMILY FOUNDATION EIN 39-3396308 · last filed 990-PF for 2025
- GREATER MONTANA FOUNDATION EIN 81-6009847 · last filed 990-PF for 2025
- ETHEL MACDONALD CHARITABLE FOUNDATION EIN 82-3746075 · last filed 990-PF for 2025
- SIGNAL PEAK COMMUNITY FOUNDATION EIN 45-2708352 · last filed 990-PF for 2025
- WALL FAMILY POWER TOWNSEND FOUNDATION INC EIN 20-1980581 · last filed 990-PF for 2025
- TIBETAN CHILDRENS EDUCATION FOUNDATION EIN 84-1387172 · last filed 990 for 2024
- HELENA VIGILANTE RUNNERS EIN 27-0152585 · last filed 990-EZ for 2025
All nonprofits in HELENA · Montana · Philanthropy, voluntarism and grantmaking foundations