2025-01-15T14:28:24-06:00 2024-06-30 480567703 PINION LLC 828 GREAT NORTHERN BOULEVARD HELENA MT 59601 990 2023-07-01 363507623 HELENA FOOD SHARE INC HELE 4064433663 PO BOX 943 HELENA MT 59624 STEVE FAWCETT BOARD CHAIR 4064433663 2025-01-15 1 1 MANDY SMITH P01722770 4064421040 2025-01-15 2023 2024-10-15 13:58:12Z STEVE FAWCETT PO BOX 943 HELENA MT 59624 8669343 0 X WWW.HELENAFOODSHARE.ORG X 1987 MT FOOD DISTRIBUTION TO COMMUNITY MEMBERS IN NEED. 16 15 23 904 0 0 6241302 8502415 0 0 75914 123579 -10989 -801 6306227 8625193 0 0 0 0 831480 956963 0 0 419828 4005958 3944573 4837438 4901536 1468789 3723657 7385750 19657508 191466 8649076 7194284 11008432 X HELENA FOOD SHARE SERVES OUR NEIGHBORS IN NEED BY PROVIDING FOOD IN A RESPECTFUL AND DIGNIFIED WAY AND BY WORKING WITH OTHERS TO ELIMINATE HUNGER IN THE GREATER HELENA AREA. 0 0 4184869 DURING THE FISCAL YEAR ENDED JUNE 30, 2024, HELENA FOOD SHARE PROVIDED FOOD ASSISTANCE TO NEIGHBORS IN NEED IN THE GREATER HELENA AREA.GROCERY SHARE HELENA FOOD SHARE, INC. OPERATES A GROCERY SHARE PROGRAM (CHOICE SHOPPING) IN THREE LOCATIONS: THE LEWIS STREET PANTRY, THE EAST HELENA MOBILE PANTRY, AND THE MOBILE POP-UP PANTRY. AT JUNE 30, 2024 THE NUMBER OF SERVICES PROVIDED THROUGH THE GROCERY SHARE PROGRAM WERE AS FOLLOWS: FULL-SHOP SERVICES (ALL FOOD ITEMS, UP TO ONCE PER MONTH) - 16,036 HALF-SHOP SERVICES (PERISHABLE FOODS, UP TO ONCE PER WEEK) - 15,148 TOTAL GROCERY SHARE SERVICES - 31,184HOLIDAY SERVICEAT THANKSGIVING AND CHRISTMAS, HELENA FOOD SHARE PROVIDES A TURKEY AND EXTRA SIDES SO THEY CAN SERVE TRADITIONAL HOLIDAY MEALS. AT JUNE 30, 2024, HELENA FOOD SHARE PROVIDED THESE HOLIDAY MEAL SERVICES. THANKSGIVING HOLIDAY MEAL SHARE SERVICES - 1,304 CHRISTMAS HOLIDAY MEAL SHARE SERVICES - 1,014 TOTAL - 2,318KID PACKSHELENA FOOD SHARE SERVES LOCAL ELEMENTARY-SCHOOL CHILDREN THROUGH THE KID PACKS PROGRAM. STUDENTS IDENTIFIED BY SCHOOL TEACHERS AND STAFF ARE GIVEN A SPECIAL PACK OF KID-FRIENDLY FOODS TO PROVIDE A SOURCE OF WEEKEND NUTRITION. DURING FISCAL YEAR 2024, THE PROGRAM SERVED CHILDREN THROUGH THE SCHOOL YEAR IN HEAD START, PRE-SCHOOL, ELEMENTARY AND MIDDLE SCHOOL CLASSROOMS IN HELENA AND EAST HELENA.KID PACKS - 45,347SENIOR ASSISTANCEHELENA FOOD SHARE GIVES TARGETED FOOD ASSISTANCE TO INCOME-ELIGIBLE SENIORS. DURING FISCAL YEAR 2024, THE SENIOR FARMERS MARKET NUTRITION PROGRAM PROVIDED A $48 SUPPLY OF COUPONS TO 264 SENIORS FOR SHOPPING AT THE HELENA FARMERS MARKET. THIS LETS SENIORS ENHANCE THEIR FOOD RESOURCES WITH FRESH, MONTANA-GROWN VEGETABLES, FRUIT AND HERBS. HELENA FOOD SHARE ALSO IS THE HELENA DISTRIBUTION PARTNER TO ROCKY MOUNTAIN DEVELOPMENT COUNCIL FOR ITS SENIOR COMMODITIES FOOD PROGRAM. ELIGIBLE SENIORS RECEIVE NUTRITIOUS, USDA-SUPPLIED FOOD ITEMS ON A BIMONTHLY BASIS. DURING FISCAL YEAR 2024, COMMODITY BOXES WERE DISTRIBUTED TO 1,501 SENIORS.AGENCY COLLABORATIONEMERGENCY SNACK PACK DISTRIBUTION OCCURS WITH MANY AGENCIES AND ORGANIZATIONS, INCLUDING THE FRIENDSHIP CENTER, GOD'S LOVE, GOOD SAMARITAN, OFFICE OF PUBLIC ASSISTANCE, OUR PLACE, PUREVIEW HEALTH CENTER, YWCA AND OTHERS. HELENA FOOD SHARE DISTRIBUTED 5,608 EMERGENCY SNACK PACKS IN FISCAL YEAR 2024. IN 2021, HELENA FOOD SHARE BEGAN FOOD IS CARE, A PARTNERSHIP PROGRAM WITH ST. PETER'S HEALTH SERVING COMMUNITY MEMBERS REFERRED BY CAREGIVERS WITH ST. PETER'S HEALTH WHO EXPERIENCE FOOD INSECURITY, HAVE MOBILITY OR TRANSPORTATION CHALLENGES AND DIET-SENSITIVE CHRONIC HEALTH CONDITIONS LIKE DIABETES, HEART DISEASE, OR HYPERTENSION. 508 FOOD IS CARE SERVICES WERE PROVIDED BY HELENA FOOD SHARE IN FISCAL YEAR 2024. HELENA FOOD SHARE DISTRIBUTES SURPLUS FOOD TO OTHER LOCAL NONPROFIT AGENCIES, SUCH AS GOD'S LOVE AND THE CENTER FOR MENTAL HEALTH SERVICES. HELENA FOOD SHARE ALSO ASSISTS THE MONTANA FOOD BANK NETWORK BY PROVIDING A DELIVERY AND PICKUP CENTER FOR FOOD IT DISTRIBUTES TO OTHER LOCAL AGENCIES. 4184869 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 11 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 4064433663 PO BOX 943 HELENA MT 59624 CANDICE CAIN DIRECTOR 1.00 X 0 0 0 BRENDA CARNEY DIRECTOR 1.00 X 0 0 0 BRETT CLARK DIRECTOR 1.00 X 0 0 0 CHRISTOPHER CORDINGLEY SECRETARY 1.00 X X 0 0 0 STEVE FAWCETT CHAIR 1.00 X X 0 0 0 ANDREA GROOM DIRECTOR 1.00 X 0 0 0 SARA GROVES DIRECTOR 1.00 X 0 0 0 TRISH KLOCK DIRECTOR 1.00 X 0 0 0 GEORGIA CUMMINGS DIRECTOR 1.00 X 0 0 0 SARAH NORCOTT DIRECTOR 1.00 X 0 0 0 THOMAS MCARDLE DIRECTOR 1.00 X 0 0 0 DAN MCCAULEY VICE CHAIR 1.00 X X 0 0 0 ADRIAN SAGAN DIRECTOR 1.00 X 0 0 0 JON SATRE TREASURER 1.00 X X 0 0 0 ALYSSA SORENSON DIRECTOR 1.00 X 0 0 0 BRUCE DAY EXECUTIVE DIRECTOR 40.00 X X 96485 0 540 96485 0 540 0 0 0 0 0 34403 63096 1883782 6521134 2582629 8502415 102121 102121 52164 30706 21458 21458 21458 0 63096 13444 -13444 -13444 OTHER INCOME 624210 12643 12643 12643 8625193 12643 0 110135 103270 16420 66299 20551 675007 448887 44307 181813 12568 7535 1762 3271 79169 47466 11099 20604 86949 53443 10695 22811 65308 3381 60568 1359 10187 10187 28566 11729 4368 12469 7482 887 6595 83635 11073 3957 68605 34159 21640 4376 8143 311445 259739 30780 20926 43517 39062 4010 445 7522 6749 127 646 186955 112127 26156 48672 28755 28755 10461 8233 1997 231 DONATED FOOD DISTRIBUTE 2516379 2516379 PURCHASED FOOD DISTRIBU 561815 561815 SUPPLIES 24325 19287 2351 2687 MISCELLANEOUS 14526 726 13800 9536 9536 4901536 4184869 296839 419828 3758414 1601208 969047 1094495 806600 1715511 142184 126695 28906 18075 569858 357228 1630005 212630 50594 14888894 7385750 19657508 140872 445934 50594 8203142 191466 8649076 X 4513707 10467647 2680577 540785 7194284 11008432 7385750 19657508 3723657 90491 0 X X 0 1 X 1 1 1 X 5338796 6030045 7194841 6241302 8502415 33307399 5338796 6030045 7194841 6241302 8502415 33307399 3652565 29654834 3361 7179 20743 37832 102121 171236 4456 1378 12643 18477 33497112 0.88530 0.84850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4520992 4520992 376050 94013 0 0 368856 339255 360554 376050 1444715 2167073 92214 84814 90139 94013 361180 541770 0 1 68196 68196 226246 144123 82123 275416 213105 62311 212630 OPERATING RIGHT-OF-USE ASSET 5300389 INTEREST RECEIVABLE 46161 LOAN TO INVESTMENT COMPANY 8206400 INVESTMENT IN HFS HOLDING COMPANY 1335944 14888894 OPERATING LEASES - CURRENT 77250 OPERATING LEASES - NONCURRENT 5432839 CURRENT MATURITIES OF LONG-TERM DEBT 700000 LONG-TERM DEBT - NET OF CURRENT PORTION 1991404 REFUNDABLE GRANT ADVANCE 1649 8203142 8747675 90491 28735 13444 132670 8615005 10188 10188 8625193 4933527 28735 13444 42179 4891348 10188 10188 4901536 PART V, LINE 4: THE ORGANIZATION HAS AN ENDOWMENT FUND HELD AT THE MONTANA COMMUNITY FOUNDATION (MCF). THE PORTION OF THE FUNDS CONTRIBUTED BY UNRELATED THIRD PARTY DONORS IS CONSIDERED TO BE A CONTRIBUTION TO THE ENDOWMENT. IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, MCF IS REQUIRED TO REPORT CONTRIBUTIONS TO THIS FUND AS AN ADDITION TO ITS NET ASSETS; THEREFORE,THESE ASSETS ARE INCLUDED IN MCFS FINANCIAL STATEMENTS AND NOT THE ORGANIZATIONS FINANCIAL STATEMENTS. THE EARNINGS ON THESE FUNDS ARE REINVESTED IN THE ENDOWMENT AT THE DISCRETION OF THE ORGANIZATIONS BOARD OF DIRECTORS. EARNINGS DISTRIBUTED BY MCF TO THE ORGANIZATION ARE RECORDED AS CONTRIBUTIONS IN THE YEAR OF RECEIPT. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 13,444. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 10,187. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 13,444. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 10,187. ROUNDING 1. ENDOWMENT THE ORGANIZATION BENFITS FROM AN ENDOWMENT HELD BY MONTANA COMMUNITY FOUNDATION BUT DOES NOT MEET THE REQUIREMENTS TO BE REPORTED ON SCH D. THE ENDOWMENT HAD BEEN REPORTED IN THE PAST AND HAS NOT BEEN INCLUDED ON SCHEDULE D FOR THIS FISCAL YEAR. EMPTY BOWLS 63096 63096 2478 7194 3772 63096 63096 2478 7194 3772 13444 -13444 X 6 55490 FAIR MARKET VALUE X 19 2511604 $1.97 PER POUND X MISCELLANEOUS ITEMS 45 15535 RETAIL VALUE 0 1 0 PART I, LINE 33: THE ORGANIZATION RECEIVES A SIGNIFICANT AMOUNT OF PUBLIC SUPPORT IN THE FORM OF CONTRIBUTED FOOD. DURING FISCAL YEAR 6/30/24, 1,274,926 POUNDS OF FOOD WERE DONATED FOR DISTRIBUTION TO INDIVIDUALS AND OTHER NON-PROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2 HELENA FOOD SHARE MAINTAINS DEPOSIT ACCOUNTS AT STOCKMAN BANK. A BOARD MEMBER IS AN OFFICER OF THE BANK. HELENA FOOD SHARE OBTAINS INSURANCE FROM PAYNEWEST INSURANCE. A BOARD MEMBER IS AN EMPLOYEE OF THE INSURANCE COMPANY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND MAKES A RECOMMENDATION TO THE BOARD. THE TAX RETURN IS DISTRIBUTED TO THE BOARD PRIOR TO FILING AND THE BOARD APPROVES THE RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C IN JANUARY THE BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT-OF-INTEREST DISCLOSURE. CONFLICTS WHICH MAY ARISE DURING THE YEAR ARE DISCLOSED BY INDIVIDUAL BOARD MEMBERS TO THE BOARD CHAIR. THE BOARD DECIDES WHETHER ANY MATERIAL CONFLICT EXISTS AND DETERMINES POTENTIAL RESOLUTION IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 PAY RATES ARE SET ANNUALLY AND APPROVED BY THE BOARD OF DIRECTORS THROUGH THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZING DOCUMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990 PART XI LINE 2C - FINANCIAL STATEMENTS AND REPORTING THERE HAVE BEEN NO SIGNIFICANT CHANGES IN THE AUDIT OVERSIGHT AND SELECTION PROCESS. HELENA FOOD SHARE HOLDING COMPANY PO BOX 943 HELENA MT 59624 934026405 TO SUPPORT HELENA FOOD SHARE MT 501(C)(3) LINE 12A, I HELENA FOOD SHARE 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 HELENA FOOD SHARE HOLDING COMPANY B 1335944 FAIR MARKET VALUE HELENA FOOD SHARE HOLDING COMPANY K 214450 FAIR MARKET VALUE