Helena Kiwanis Foundation

Nonprofit profile at a glance

EIN
237240290
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Helena, MT, USA
Phone
4064437426
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$30,315
Expenses
$20,817
Assets
$18,970
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • DAVID SMITH (IMMEDIATE PAST PRESIDENT)
  • MICHAEL MCCLAIN (PRESIDENT)

People named in this filing

  • JANET HULME (DIRECTOR)
  • REBECCA HARGIS (DIRECTOR)
  • MARY WILLIAMS (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Support of community and youth related activities

What it reported doing in 2024

Scholarships & support of local community activities

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Revenue has declined or grown slowly and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 100
  • Sustainability: 66
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 60.4%; rating input score 60
  • Program expense ratio: 88%; rating input score 88

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 31.3%; rating input score 82; 82nd percentile among comparable filings
  • Total-asset coverage ratio: 0.91; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 4.9% per year; rating input score 100; 62nd percentile among comparable filings
  • Revenue growth: -7.9% per year; rating input score 0; 28th percentile among comparable filings
  • Asset growth: -8.1% per year; rating input score 0; 19th percentile among comparable filings

Details

  • Where the money goes: 60.4% of revenue deployed · 88% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $18K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.