HELENA AREA COMMUNITY FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

EMILY FRAZIER

Phone

4064414955

Tax Period

2024-01-01 to 2024-12-31

HELENA AREA COMMUNITY FOUNDATION, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $283K in total revenue in fiscal year 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.

Program Service Accomplishments

Program 1

Expenses: $218,465 Revenue: $0

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...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $257,878

Program Service Revenue $0

Investment Income $49,269

Other Revenue $-23,743

TOTAL REVENUE $283,404

Expense Breakdown

Grants Paid $96,739

Salaries & Benefits $128,499

Fundraising Expenses $38,246

Program Expenses $218,465

Other Expenses $76,959

TOTAL EXPENSES $302,197

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,404	$271,226	+0.0%
Expenses	$302,197	$265,037	+0.1%
Net Income	$-18,793	$6,189	-4.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$65,177

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARANNE DUNNING	PRESIDENT	3.00	Officer Director	$0	$0	$0
KIM LLOYD	PAST PRESIDENT	3.00	Director	$0	$0	$0
JOHN MOORE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK BARRY	TREASURER	3.00	Officer Director	$0	$0	$0
JACKIE JONES	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHANIE BULL	DIRECTOR	1.00	Director	$0	$0	$0
ELLIE WEBSTER	DIRECTOR	1.00	Director	$0	$0	$0
SARA BERG	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE DAY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN NELSON	DIRECTOR	1.00	Director	$0	$0	$0
EMILY FRAZIER	EXECUTIVE DIRECTOR	40.00	Officer	$63,222	$1,955	$65,177

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$283,404	$302,197	$563,535	$-18,793
2023	$271,226	$265,037	$525,648	$6,189
2022	$594,885	$607,838	$512,478	$-12,953
2021	$242,514	$132,323	$558,550	$110,191