Helena Team Penners Association Inc

Helena Team Penners Association consistently operates with surpluses and no liabilities, relying on volunteer leadership.

EIN: 201858450 · Helena, MT · NTEE: D60 · Updated: 2026-03-28

$0Revenue
$0Assets
90/100Mission Score (Excellent)
D60
Helena Team Penners Association Inc Financial Summary
MetricValue
Total Expenses$58K
Program Spending85%
Net Assets$49K
Transparency Score90/100

Is Helena Team Penners Association Inc Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Helena Team Penners Association Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Helena Team Penners Association Inc

Helena Team Penners Association Inc (EIN: 201858450) is a nonprofit organization based in Helena, MT, classified under NTEE code D60. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Helena Team Penners Association Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
MicroSize Classification
6Years of Filings
MixedRevenue Trajectory

Helena Team Penners Association Inc is a micro nonprofit that has been operating for 21 years, with 6 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of -1.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$65K
Total Expenses$58K
Surplus / Deficit+$6K
Total Assets$49K
Net Assets$49K
Operating Margin10.0%
Months of Reserves10.0 months

Financial Health Grade: A

In 2023, Helena Team Penners Association Inc reported a surplus of $6K with revenue exceeding expenses, holds 10.0 months of operating reserves (strong position).

Financial Trends

Over 6 years of filings (2012–2023), Helena Team Penners Association Inc's revenue has declined at a compound annual growth rate (CAGR) of -1.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+0.9%+7.6%+48.4%
2016+51.5%-7.9%+44.4%
2015-42.5%-23.6%-42.1%
2014-10.4%-0.6%-7.9%
2013+2.4%+5.1%+12.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Helena Team Penners Association Inc. demonstrates consistent financial activity over the years, with revenues and expenses generally in the range of $40,000 to $80,000. The organization's latest filing (202309) shows a positive net income, with revenues of $64,760 exceeding expenses of $58,267, leading to an increase in assets to $48,530. This indicates a healthy operational surplus for the period. The organization consistently reports zero liabilities, which is a strong indicator of financial stability and responsible management, as it suggests they are not carrying debt. While specific breakdowns of program, administrative, and fundraising expenses are not detailed in the provided summary, the consistent operational surpluses in recent years (e.g., 202309 and 201609) suggest effective management of resources. The absence of reported officer compensation across all filings indicates that the organization is likely run by volunteers, which can significantly reduce administrative overhead and maximize funds available for its mission. This volunteer-driven model inherently promotes spending efficiency. Regarding transparency, the consistent filing of IRS Form 990s over multiple periods (6 filings) demonstrates a commitment to public disclosure. The clear reporting of revenues, expenses, and assets without any reported liabilities enhances confidence in their financial practices. The lack of officer compensation further simplifies their financial structure, making it easier for the public to understand how funds are utilized.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Helena Team Penners Association Inc with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, Helena Team Penners Association Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$65KTotal Revenue
$58KTotal Expenses
$49KTotal Assets
$49KNet Assets
  • The organization reported a surplus of $6K, with revenue exceeding expenses.

Executive Compensation Analysis

The organization reports 0% officer compensation across all available filings, indicating that its leadership is entirely volunteer-based, which is highly efficient for a nonprofit of this size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Helena Team Penners Association Inc:

  • Consistent operational surpluses in recent years (e.g., $6,493 in 202309 and $10,053 in 201609).
  • Zero reported liabilities across all filings, indicating strong financial health and no debt.
  • 100% volunteer leadership with 0% officer compensation, maximizing resource allocation to mission.
  • Consistent filing of IRS Form 990s, demonstrating transparency.
  • Stable asset base, growing to $48,530 in the latest filing (202309).

Frequently Asked Questions about Helena Team Penners Association Inc

Is Helena Team Penners Association Inc a legitimate charity?

Helena Team Penners Association Inc (EIN: 201858450) is a registered tax-exempt nonprofit based in Montana. Our AI analysis gives it a Mission Score of 90/100. It has 6 years of IRS 990 filings on record. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Helena Team Penners Association Inc spend its money?

Helena Team Penners Association Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Helena Team Penners Association Inc tax-deductible?

Helena Team Penners Association Inc is registered as a tax-exempt nonprofit (EIN: 201858450). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Helena Team Penners Association Inc's spending goes to programs?

Helena Team Penners Association Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Helena Team Penners Association Inc compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Helena Team Penners Association Inc is above average for NTEE category D60 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Helena Team Penners Association Inc located?

Helena Team Penners Association Inc is headquartered in Helena, Montana and files with the IRS under EIN 201858450. It is classified under NTEE code D60.

How many years of IRS 990 filings does Helena Team Penners Association Inc have?

Helena Team Penners Association Inc has 6 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.

Is Helena Team Penners Association Inc. a good charity?

Based on the provided data, the Helena Team Penners Association Inc. appears to be a well-managed and financially stable organization. It consistently operates with surpluses, has no reported liabilities, and relies on volunteer leadership, which are all positive indicators for a charity.

How does the organization manage its finances given its revenue fluctuations?

Despite some fluctuations in annual revenue (e.g., $82,205 in 201309 vs. $42,358 in 201509), the organization has largely maintained operational surpluses and consistently reports zero liabilities, suggesting prudent financial management and adaptability.

What is the significance of 0% officer compensation?

0% officer compensation means that no salaries or other forms of compensation are paid to the organization's officers. This indicates a volunteer-driven model, which can lead to higher efficiency as more funds are directed towards programs rather than administrative salaries.

Filing History

IRS 990 filing history for Helena Team Penners Association Inc showing financial trends over 6 years of public records:

Over 6 years of IRS 990 filings (2012–2023), Helena Team Penners Association Inc's revenue has declined by 19.3%, moving from $80K to $65K. Total assets increased by 28.7% over the same period, from $38K to $49K. Total functional expenses fell by 21%, from $74K to $58K. In its most recent filing year (2023), Helena Team Penners Association Inc reported a surplus of $6K, with revenue exceeding expenses.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $65K $58K $49K $0 View 990
2016 $64K $54K $33K $0
2015 $42K $59K $23K $0 View 990
2014 $74K $77K $39K $0 View 990
2013 $82K $77K $42K $0 View 990
2012 $80K $74K $38K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $65K, expenses of $58K, and assets of $49K (revenue +0.9% year-over-year).
  • 2016: Revenue of $64K, expenses of $54K, and assets of $33K (revenue +51.5% year-over-year).
  • 2015: Revenue of $42K, expenses of $59K, and assets of $23K (revenue -42.5% year-over-year).
  • 2014: Revenue of $74K, expenses of $77K, and assets of $39K (revenue -10.4% year-over-year).
  • 2013: Revenue of $82K, expenses of $77K, and assets of $42K (revenue +2.4% year-over-year).
  • 2012: Revenue of $80K, expenses of $74K, and assets of $38K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Helena Team Penners Association Inc:

2023 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Helena Team Penners Association Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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