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Nonprofiteer
← HELENA FOOD SHARE INC

Form 990 for tax year 2023

Filed by HELENA FOOD SHARE INC.

Totals

Total revenue
$8,625,193
Total expenses
$4,901,536
Contributions and grants received
$8,502,415
Grants paid
$0
Program service revenue
$0
Investment income
$123,579
Other revenue
-$801
Total assets, end of year
$19,657,508
Total liabilities, end of year
$8,649,076
Net assets or fund balances, end of year
$11,008,432
Program services expenses (Part IX)
$4,184,869
Management and general expenses
$296,839
Fundraising expenses
$419,828
Program service expenses (Part III)
$4,184,869

Program services were 85.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $34,403

  • 1c · Fundraising events

    $63,096

  • 1e · Government grants (contributions)

    $1,883,782

  • 1f · All other contributions, gifts and grants

    $6,521,134

  • 1g · Noncash contributions included above

    $2,582,629

  • 3 · Investment income

    total $102,121 · excluded $102,121

  • 7a · Gross sales of assets other than inventory

    securities $52,164

  • 7b · Less cost or other basis and sales expenses

    securities $30,706

  • 7c · Gain or loss

    securities $21,458

  • 7d · Net gain or loss

    total $21,458 · excluded $21,458

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $63,096

  • 8b · Fundraising events: direct expenses

    $13,444

  • 8c · Net income from fundraising events

    total -$13,444 · excluded -$13,444

  • 11a · Other revenue: OTHER INCOME

    total $12,643 · related or exempt $12,643

  • 11e · Other revenue, total

    $12,643

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $103,270 · program services $16,420 · management and general $66,299 · fundraising $20,551

  • 7 · Other salaries and wages

    total $675,007 · program services $448,887 · management and general $44,307 · fundraising $181,813

  • 8 · Pension plan contributions

    total $12,568 · program services $7,535 · management and general $1,762 · fundraising $3,271

  • 9 · Other employee benefits

    total $79,169 · program services $47,466 · management and general $11,099 · fundraising $20,604

  • 10 · Payroll taxes

    total $86,949 · program services $53,443 · management and general $10,695 · fundraising $22,811

  • 11c · Fees: accounting

    total $65,308 · program services $3,381 · management and general $60,568 · fundraising $1,359

  • 11f · Fees: investment management

    total $10,187 · management and general $10,187

  • 11g · Fees: other

    total $28,566 · program services $11,729 · management and general $4,368 · fundraising $12,469

  • 12 · Advertising and promotion

    total $7,482 · program services $887 · fundraising $6,595

  • 13 · Office expenses

    total $83,635 · program services $11,073 · management and general $3,957 · fundraising $68,605

  • 14 · Information technology

    total $34,159 · program services $21,640 · management and general $4,376 · fundraising $8,143

  • 16 · Occupancy

    total $311,445 · program services $259,739 · management and general $30,780 · fundraising $20,926

  • 17 · Travel

    total $43,517 · program services $39,062 · management and general $4,010 · fundraising $445

  • 19 · Conferences, conventions and meetings

    total $7,522 · program services $6,749 · management and general $127 · fundraising $646

  • 20 · Interest

    total $186,955 · program services $112,127 · management and general $26,156 · fundraising $48,672

  • 22 · Depreciation, depletion and amortization

    total $28,755 · program services $28,755

  • 23 · Insurance

    total $10,461 · program services $8,233 · management and general $1,997 · fundraising $231

  • 24a · Other expenses: DONATED FOOD DISTRIBUTE

    total $2,516,379 · program services $2,516,379

  • 24b · Other expenses: PURCHASED FOOD DISTRIBU

    total $561,815 · program services $561,815

  • 24c · Other expenses: SUPPLIES

    total $24,325 · program services $19,287 · management and general $2,351 · fundraising $2,687

  • 24d · Other expenses: MISCELLANEOUS

    total $14,526 · program services $726 · management and general $13,800

  • 24e · All other expenses

    total $9,536 · program services $9,536

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,758,414 · end of year $1,601,208

  • 2 · Savings and temporary cash investments

    beginning of year $969,047 · end of year $1,094,495

  • 3 · Pledges and grants receivable

    beginning of year $806,600 · end of year $1,715,511

  • 8 · Inventories for sale or use

    beginning of year $142,184 · end of year $126,695

  • 9 · Prepaid expenses and deferred charges

    beginning of year $28,906 · end of year $18,075

  • 10a · Land, buildings and equipment: cost or other basis

    $569,858

  • 10b · Land, buildings and equipment: accumulated depreciation

    $357,228

  • 10c · Land, buildings and equipment, net

    beginning of year $1,630,005 · end of year $212,630

  • 15 · Other assets

    beginning of year $50,594 · end of year $14,888,894

  • 17 · Accounts payable and accrued expenses

    beginning of year $140,872 · end of year $445,934

  • 25 · Other liabilities

    beginning of year $50,594 · end of year $8,203,142

  • 27 · Net assets without donor restrictions

    beginning of year $4,513,707 · end of year $10,467,647

  • 28 · Net assets with donor restrictions

    beginning of year $2,680,577 · end of year $540,785

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

FOOD DISTRIBUTION TO COMMUNITY MEMBERS IN NEED.

  • 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.

    Expenses $4,184,869

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Candice Cain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brenda Carney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brett Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christopher Cordingley

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Steve Fawcett

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Andrea Groom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sara Groves

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Trish Klock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Georgia Cummings

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Norcott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas McArdle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dan McCauley

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Adrian Sagan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jon Satre

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Alyssa Sorenson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bruce Day

    EXECUTIVE DIRECTOR

    Total calculated
    $97,025
    From this org
    $96,485
    From related orgs
    $0
    Other
    $540
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 January 2025
IRS schema version
2023v6.0
Source object
202530159349302378

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