THE ANGEL FUND

HELENA, MT | Lewis and Clark County
Community Services

Overview

THE ANGEL FUND
81-0535130
816 S CALIFORNIA ST
HELENA, MT 59601
Lewis and Clark County
(406) 459-1889

theangelfundmt@gmail.com
Mission Statement info

ANGEL FUND IS A NONPROFIT 501(C)(3) CORPORATION HELPING HELENA SCHOOL DISTRICT CHILDREN IN NEED WITH SCHOOL SUPPLIES, CLOTHES, WINTER OUTERWEAR, BACKPACKS, CLASSROOM MATERIALS FIELD TRIP FEES AND OTHER REQUIRED ITEMS NECESSARY TO BE SUCCESSFUL IN THE CLASSROOM. WE ALSO AWARD MT POST-SECONDARY SCHOLARSHIPS TO GRADUATES BASED ON FINANCIAL NEED, ACADEMIC SUCCESS AND A COMMITMENT TO GIVE BACK TO THEIR COMMUNITY.

CRA Category info
  • Community Services
Nonprofit location info
  • This nonprofit is not located in any CRA geographies.
Awards & Certifications info
  • This nonprofit has not received any CRA awards or certifications.
Founded info
2000
Total Employees info
2
Total Volunteers info
40
Nonprofit Classification (NTEE Code) info
B11

B - Educational Institutions

Single Organization Support

Organizations existing as a support and fund-raising entity for a single institution within the Education major group.

IRS Activity Codes info
-
Not reported
-
Not reported
-
Not reported
Standard Business Classification (NAICS Code) info
813219
Other Grantmaking and Giving Services
Targeted Clients info
  • Children & Youth
CRA Income Characteristics info
  • HUD Assistance Recipients
  • Low-Income
  • People Living Below Poverty Level

CRA Alignment

CRA Category info
Community Services
Social services and other support for low- and moderate-income, homeless or at-risk individuals.
100%
Percent LMI Served info
as reported by the nonprofit
What does it mean for a nonprofit to be CRA aligned?
Each nonprofit on Community Qualifier has been reviewed by findCRA utilizing a dual evaluation process. Nonprofits are first evaluated by our proprietary algorithm, CRANIA, and then further validated by our CRA experts. When nonprofit passes both parts of this review, we create a nonprofit profile for them on Community Qualifier. From there, a nonprofit can claim their profile and add additional information including their programs & services, counties served, targeted clients and income groups and more.
LOWHIGH
LOWHIGH
LOWHIGH
LOWHIGH
Programs & Services info
School clothing and warm outerwear
We help 800-1,000 students each school year with school clothes/shoes/winter outerwear so they have the proper clothing to attend school. It makes a HUGE difference in the way they feel about school and want to attend school.
Targeted Clients info
  • Children & Youth
CRA Income Characteristics info
  • Low-Income
  • People Living Below Poverty Level
  • HUD Assistance Recipients
Montana post-secondary scholarships to graduates in need.
We have wonderful sponsors that fund our Angel Fund Scholarships to students wanting a better life! Many of our recipients are first-time college-bound students that want to obtain a higher degree. It's a win-win for students and sponsors!
Targeted Clients info
  • College Students
  • Economically Disadvantaged
  • K-12 Students
CRA Income Characteristics info

    Not reported

"Stuff the Bus"
We raise money each summer so we can grant schools in Lewis & Clark, Jefferson and Broadwater Counties money to purchase school supplies in bulk for their students in need.
Targeted Clients info
  • Abused or Neglected Children
  • At-Risk Youth
  • Children & Youth
CRA Income Characteristics info
  • Low-Income
  • Moderate-Income
  • People Living Below Poverty Level
  • HUD Assistance Recipients
  • Medicaid Recipients
  • USDA Free or Reduced Lunch Students
  • Welfare Recipients
"Running for Montana's Future" program
Angel Fund and the Helena Police Department partner with the Resource Officers in each school to purchase a pair of athletic shoes for children in need! It's a wonderful program that is a win-win for the policeman and student to have a positive relationship and receive a much-needed pair of running shoes to participate in gym or sports.
Targeted Clients info
  • Abused or Neglected Children
  • At-Risk Youth
  • Children & Youth
  • Disabled
  • Economically Disadvantaged
  • K-12 Students
  • Foster Youth
  • Homeless
  • LGBTQ Individuals
  • Minority Individuals
  • Native Americans
CRA Income Characteristics info
  • Low-Income
  • Moderate-Income
  • People Living Below Poverty Level
  • HUD Assistance Recipients
  • Medicaid Recipients
  • SNAP Recipients
  • USDA Free or Reduced Lunch Students
  • Welfare Recipients
Awards & Certifications info
Community Development Financial Institution info
Community Development Financial Institution Award Recipient info
New Market Tax Credit Recipient info
HUD Counseling Agency info
Low Income Housing Tax Credit Recipient info

IRS Summary

Income
$250.6K
Revenue
$250.6K
Assets
$399.8K

IRS Business Master File Details info

As of March 2024
Exempt Ruling Date info
2000-09
Deductibility Status info
Deductible
Last Tax Filing info
2023
Organization Type info
Corporation
Organization Tax Filing Status info
990 (all other) or 990EZ return
Foundation Tax Filing Status info
990-PF not required by IRS
Affiliation Classification info
Independent Organization
Basis for Foundation/Public Charity Status info
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)

IRS Publication 78 Details info

As of March 2024
Verified in Publication 78 info
Yes
Deductibility Limitation info
50% (60% for cash contributions)
Organization Description info
A public charity

IRS Form 990 Returns info

Through August 2023
Tax period ending in
2022-06
Tax period ending in
2021-06
Tax period ending in
2020-06
Tax period ending in
2019-06
Tax period ending in
2018-06
Tax period ending in
2017-06
Tax period ending in
2016-06

Nonprofit Location

Physical Address info
816 S CALIFORNIA ST
HELENA, MT 59601
Lewis and Clark County
Area Type info
Micropolitan Statistical Area
FIPS Geocoded Address info
NA
MSA/MD info
30
State info
049
County info
0011.02
Tract info
Upper
Income Level info
Core-Based Statistical Area info
25740 - Helena, MT
Combined Statistical Area info
Not located in a CSA.
Metropolitan Division info
Not located in an MD.
Located In info
Low- or Moderate-Income Census Tract info
Opportunity Zone info
Majority Minority Census Tract info 11.06%
FFIEC Designated Distressed Census Tract info
FFIEC Underserved Census Tract info
Geographies Served info
  • MT - Lewis and Clark County

Market Data

Census Tract County
0011.02 Lewis and Clark County
Population
Total Population 3,887 71,487
Total Households 1,855 30,281
Income
Median Family Income (Census*) $86,894 $71,967
Median Family Income (2023 FFIEC est.) $85,100 $85,100
Tract Income Percentage 122.44% N/A
Below Poverty Level 7.3% 9.4%
Unemployment Level 1.5% 3.5%
Housing
Total Housing Units 1,946 33,589
Total Owner-Occupied Units 61.5% 70.5%
Total Renter-Occupied Units 33.8% 29.5%
Total Vacant Units 4.7% 4.9%
* Census tract income based on 2020 American Community Survey data as reported in the 2023 FFIEC Census Flat File; County income based on 2022 American Community Survey data.
View more than 200 performance context data points for this county now.

Management

7
Total Voting Members
in Governing Body
info
7
Independent Voting Members
in Governing Body
info
Tax Filing Signatory info
Suzanne Severin
(406) 442-1040
Principal Officer info
Suzanne Severin
findCRA Profile Owner
Marcia Wall
Founder and Grant/Donor Development
marciawall16@gmail.com
Key Policies & Documents info
Written Conflict of Interest Policy
Written Document Retention & Destruction Policy
Written Whistleblower Policy
CEO Compensation Review Process
Written Minutes of Board Meetings
Financial Statements & Reporting info
Compiled or Reviewed by an Independent Accountant
Audited by an Independent Accountant
Included in Consolidated Financial Statements
Internal Audit Committee Review
Federal Grant Audit Required
Federal Grand Audit Performed
Organization Activities info
Provides Credit Counseling
Conducts Gaming Activities
Engages in Lobbying Activities
Engages in Political Activities
Makes Grants to Individuals
Makes Grants to Organizations

Information in this section is extracted from the nonprofit's e-filed tax return and based on answers provided by the nonprofit in their 990 e-filed for the tax period ending on 2022-06.

A hyphen (“-“) in this section indicates that the information was not required by the IRS or not reported by the nonprofit in its tax return e-filing.

This Nonprofit Profile was created using data available from publicly available government and industry sources, our own research, and information provided directly the nonprofit organization. Whenever possible, we utilize the most recent information available including information as made public by the Internal Revenue Service, U.S. Census Bureau, Federal Financial Institutions Examination Council, and more. The format and design of this Nonprofit Profile is ©findCRA. For more information about our Nonprofit Profiles, please visit help.findcra.com.