2023-11-15T11:11:20-06:00 2023-06-30 480567703 KCOE ISOM LLP 828 GREAT NORTHERN BOULEVARD HELENA MT 59601 990 2022-07-01 363507623 HELENA FOOD SHARE INC HELE 4064433663 PO BOX 943 HELENA MT 59624 STEVE FAWCETT BOARD CHAIR 4064433663 2023-11-14 1 STEVE FAWCETT 999009999 0 LAURA CRAFT P01713487 4064421040 2023-11-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVE FAWCETT PO BOX 943 HELENA MT 59624 6504321 0 X WWW.HELENAFOODSHARE.ORG X 1987 MT FOOD DISTRIBUTION TO COMMUNITY MEMBERS IN NEED. 18 17 20 895 0 0 7193969 6241302 502 0 12340 75914 -3261 -10989 7203550 6306227 0 0 0 0 691727 831480 0 0 396792 3817427 4005958 4509154 4837438 2694396 1468789 5762208 7385750 79224 191466 5682984 7194284 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 4211087 1378 DURING THE FISCAL YEAR ENDED JUNE 30, 2023, 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, 2023 THE NUMBER OF SERVICES PROVIDED THROUGH THE GROCERY SHARE PROGRAM WERE AS FOLLOWS: FULL-SHOP SERVICES (ALL FOOD ITEMS, UP TO ONCE PER MONTH) - 15,773 HALF-SHOP SERVICES (PERISHABLE FOODS, UP TO ONCE PER WEEK) - 15,742 TOTAL GROCERY SHARE SERVICES - 31,515HOLIDAY SERVICEAT THANKSGIVING AND CHRISTMAS, HELENA FOOD SHARE PROVIDES A TURKEY AND EXTRA SIDES SO THEY CAN SERVE TRADITIONAL HOLIDAY MEALS. AT JUNE 30, 2023, HELENA FOOD SHARE PROVIDED THESE HOLIDAY MEAL SERVICES. THANKSGIVING HOLIDAY MEAL SHARE SERVICES - 1,223 CHRISTMAS HOLIDAY MEAL SHARE SERVICES - 1,001 TOTAL - 2,224KID 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 2023, 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 - 46,222SENIOR ASSISTANCEHELENA FOOD SHARE GIVES TARGETED FOOD ASSISTANCE TO INCOME-ELIGIBLE SENIORS. DURING FISCAL YEAR 2023, THE SENIOR FARMERS MARKET NUTRITION PROGRAM PROVIDED A $48 SUPPLY OF COUPONS TO 304 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 2023, COMMODITY BOXES WERE DISTRIBUTED TO 1,464 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 5,326 EMERGENCY SNACK PACKS IN FISCAL YEAR 2023. 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. 323 FOOD IS CARE SERVICES WERE PROVIDED BY HELENA FOOD SHARE IN FISCAL YEAR 2023. ALSO AS A PARTNERSHIP WITH ST. PETER'S HEALTH, IN 2022 HELENA FOOD SHARE, INC. ADDED A PROGRAM CALLED FOOD FARMACY RX TO SERVE FOOD-INSECURE INDIVIDUALS WHO ARE PRESCRIBED A HEALTH CHOICE DIET BY A MEDICAL PROVIDER. DURING FISCAL YEAR 2023, HELENA FOODSHARE PROVIDED 43 FOOD FARMACY RX SERVICES.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. 4211087 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 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 0 0 0 0 1 10 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X BRUCE DAY 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 DAVID LECHNER MD DIRECTOR 1.00 X 0 0 0 RENE MARTELLO 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 MELANIE REYNOLDS DIRECTOR 1.00 X 0 0 0 JON SATRE TREASURER 1.00 X X 0 0 0 KAREN SMITH PAST CHAIR 1.00 X X 0 0 0 ALYSSA SORENSON DIRECTOR 1.00 X 0 0 0 ANGELA TERRY DIRECTOR 1.00 X 0 0 0 BRUCE DAY EXECUTIVE DIRECTOR 40.00 X X 88301 0 2649 88301 0 2649 0 0 0 0 0 41523 31063 14239 6154477 3004708 6241302 37832 37832 223309 500 185727 0 37582 500 38082 38082 0 31063 12367 -12367 -12367 OTHER INCOME 624210 1378 1378 1378 6306227 1378 0 63547 94649 15049 60765 18835 605991 403263 48081 154647 10841 6473 1684 2684 53150 31733 8257 13160 66849 39912 10385 16552 58049 58049 8968 8968 16772 4944 5431 6397 23239 924 22315 103353 14200 5168 83985 32883 17228 3695 11960 85841 71120 1864 12857 27613 26338 675 600 7234 6987 95 152 29280 29280 7621 6394 1047 180 DONATED FOOD DISTRIBUTE 2931965 2931965 PURCHASED FOOD DISTRIBU 563456 563456 CAPITAL CAMPAIGN 49827 49827 SUPPLIES 30770 25819 2310 2641 29087 16002 13085 4837438 4211087 229559 396792 3236905 3758414 883130 969047 349287 806600 219637 142184 26845 28906 1961751 331746 1046404 1630005 0 50594 5762208 7385750 57471 140872 13794 0 7959 50594 79224 191466 X 3485447 4513707 2197537 2680577 5682984 7194284 5762208 7385750 1468789 42511 0 X X 0 1 X 1 0 X 3915855 5338796 6030045 7194841 6241302 28720839 3915855 5338796 6030045 7194841 6241302 28720839 4278241 24442598 11975 3361 7179 20743 37832 81090 638 4456 1378 6472 28808401 0.84850 0.82830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4211087 4211087 360554 90139 0 0 368633 368856 339255 360554 1437298 2155947 92158 92214 84814 90139 359325 538988 0 1 820126 820126 884865 138195 746670 256760 193551 63209 1630005 OPERATING LEASES - CURRENT 35097 OPERATING LEASES - NONCURRENT 15497 50594 6366572 42511 14435 12367 69313 6297259 8968 8968 6306227 4855272 14435 12367 26802 4828470 8968 8968 4837438 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 12,367. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 8,968. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 12,367. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 8,968. 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 31063 31063 1657 5533 5177 31063 31063 1657 5533 5177 12367 -12367 X 11 61927 FAIR MARKET VALUE X 17 2887928 $1.93 PER POUND X MISCELLANEOUS ITEMS 68 54853 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 6/30/23, 1,496,336 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.