2026-01-21T12:25:28-06:00 2025-06-30 480567703 PINION LLC 828 GREAT NORTHERN BOULEVARD HELENA MT 59601 990 2024-07-01 363507623 HELENA FOOD SHARE INC HELE 4064433663 1280 BOULDER AVE HELENA MT 596013567 DAN MCCAULEY BOARD CHAIR 4064433663 2026-01-16 1 1 MANDY SMITH P01722770 4064421040 2026-01-16 2024 2025-03-06 01:10:19Z DAN MCCAULEY PO BOX 943 HELENA MT 59624 6278012 0 X WWW.HELENAFOODSHARE.ORG X 1987 MT FOOD DISTRIBUTION TO COMMUNITY MEMBERS IN NEED. 17 16 25 1211 0 0 8502415 5395839 0 0 123579 680872 -801 -7983 8625193 6068728 0 0 0 0 956963 1146273 0 0 388089 3944573 4665085 4901536 5811358 3723657 257370 19657508 17275615 8649076 5990440 11008432 11285175 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 3823238 GROCERY SHARE MARKET: PROVIDES WEEKLY AND MONTHLY ACCESS TO NUTRITIOUS GROCERIES FOR FAMILIES AND INDIVIDUALS, INCLUDING SENIORS AND VETERANS, FACING FOOD INSECURITY. IN 2024, OVER 4,000 HOUSEHOLDS WERE SERVED. THANKSGIVING AND CHRISTMAS MEALS INCLUDING TURKEY AND SIDE DISH ITEMS ARE PROVIDED IN THE MARKET TO ANYONE WHO NEEDS HELP SERVING A HOLIDAY MEAL. IN 2024, 2,396 HOLIDAY MEALS WERE DISTRIBUTED. 207915 KID PACK PROGRAM: ENSURES SCHOOL CHILDREN HAVE FOOD OVER THE WEEKENDS BY DISTRIBUTING KID-FRIENDLY FOOD PACKS TO HEAD START AND PRE-K THROUGH MIDDLE SCHOOL CHILDREN IN HELENA, EAST HELENA, BOULDER, BASIN, CANYON CREEK, AND LINCOLN SCHOOL DISTRICTS WHO NEED FOOD SUPPORT OVER THE WEEKENDS. HELENA FOOD SHARE DELIVERED 45,957 KID PACKS DURING THE 2024-25 SCHOOL YEAR, APPROXIMATELY 1,200 PER WEEK. 108571 SENIOR PROGRAMS: USDA SENIOR COMMODITIES FOOD BOXES WERE DISTRIBUTED TO INCOME-ELIGIBLE SENIORS EVERY OTHER MONTH IN 2024, REACHING UP TO 270 HOUSEHOLDS IN THE GREATER HELENA AREA. NEARLY 270 INCOME-ELIGIBLE SENIORS RECEIVED SENIOR FARMERS MARKET COUPONS IN 2024 TO BUY FRESH PRODUCE AT LOCAL FARMERS' MARKETS DURING THE SUMMER AND FALL. HELENA FOOD SHARE PROVIDED MOBILE FOOD DELIVERY TO 762 SENIORS AND OTHERS WITH MOBILITY CHALLENGES. 847243 NUTRITION & SUSTAINABILITY: OF THE 1.83 MILLION POUNDS OF FOOD DISTRIBUTED IN 2024, HELENA FOOD SHARE RESCUED 825,007 POUNDS FROM LOCAL STORESFOOD THAT OTHERWISE WOULD HAVE GONE ONTO THE LANDFILL. THE COMMERCIAL KITCHEN PREPARED MORE THAN 25,000 MEALS IN 2025 USING RESCUED INGREDIENTS, OFFERING NUTRITIOUS MEALS FOR MARKET DISTRIBUTION WHILE REDUCING FOOD WASTE. THE COMMUNITY ROOM AND DEMONSTRATION GARDEN HOSTED COOKING CLASSES, NUTRITION EDUCATION, AND SUSTAINABILITY PROGRAMS FOR OVER 1,600 PARTICIPANTS.AGENCY COLLABORATION: IN 2024, A PARTNERSHIP WITH ST. PETER'S HEALTH AND HELENA FOOD SHARE PROVIDED 508 FOOD IS CARE BOXES FOR CUSTOMERS MANAGING DIET-SENSITIVE CONDITIONS SUCH AS DIABETES, HEART DISEASE, AND HYPERTENSION. IN OTHER COLLABORATIONS, WE DELIVERED RESCUED FOOD TO LOCAL NONPROFITS SERVING UNHOUSED INDIVIDUALS OR THOSE ADDRESSING MENTAL HEALTH. AND, READY-TO-EAT, HIGH-CALORIE EMERGENCY FOOD PACKS WERE DISTRIBUTED TO 16 EMERGENCY AND HUMAN SERVICE PROVIDERS, SUPPLYING IMMEDIATE NUTRITION FOR 5,958 INDIVIDUALS IN URGENT NEED OF FOOD. 847243 4986967 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 10 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 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 1280 BOULDER AVE HELENA MT 596013567 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 VICE CHAIR 1.00 X X 0 0 0 GEORGIA CUMMINGS DIRECTOR 1.00 X 0 0 0 STEVE FAWCETT DIRECTOR 1.00 X 0 0 0 SARA GROVES DIRECTOR 1.00 X 0 0 0 STEPHANIE HUNTHAUSEN DIRECTOR 1.00 X 0 0 0 TRISH KLOCK DIRECTOR 1.00 X 0 0 0 THOMAS MCARDLE TREASURER 1.00 X X 0 0 0 DAN MCCAULEY CHAIR 1.00 X X 0 0 0 SARAH NORCOTT SECRETARY 1.00 X X 0 0 0 CHAD ODEGARD DIRECTOR 1.00 X 0 0 0 ADRIAN SAGAN DIRECTOR 1.00 X 0 0 0 JON SATRE MEMBER 1.00 X 0 0 0 ALYSSA SORENSON DIRECTOR 1.00 X 0 0 0 JORDAN EVERTZ EXECUTIVE DIRECTOR 40.00 X X 12115 0 0 BRUCE DAY EXECUTIVE DIRECTOR 40.00 X X 107800 0 3026 119915 0 3026 1 0 0 0 0 26017 70011 83159 5216652 3139984 5395839 141693 141693 105217 625000 39356 151682 65861 473318 539179 539179 0 70011 18246 -18246 -18246 OTHER INCOME 624210 10263 10263 10263 6068728 10263 0 662626 131717 20943 84562 26212 815606 558964 94242 162400 20904 12837 3905 4162 86997 53425 16251 17321 91049 57757 15164 18128 118367 5565 110998 1804 11347 11347 12190 4899 1314 5977 20932 7012 13920 75387 9862 3641 61884 33037 21864 5409 5764 560489 493662 50121 16706 32699 29977 1475 1247 10264 9435 401 428 123489 67472 25706 30311 32722 28796 2945 981 59327 50704 6938 1685 DONATED FOOD DISTRIBUTE 2908374 2908374 PURCHASED FOOD DISTRIBU 596916 596916 SUPPLIES 40712 37585 1513 1614 MISCELLANEOUS 18469 554 370 17545 10364 10364 5811358 4986967 436302 388089 1601208 1100760 1094495 1197513 1715511 291085 126695 321461 18075 51011 284403 194342 212630 90061 14888894 14223724 19657508 17275615 445934 156244 8203142 5834196 8649076 5990440 X 10467647 10973125 540785 312050 11008432 11285175 19657508 17275615 257370 19373 0 X X 0 1 X 1 1 1 X 6030045 7194841 6241302 8502415 5395839 33364442 6030045 7194841 6241302 8502415 5395839 33364442 3538138 29826304 7179 20743 37832 102121 141693 309568 1378 12643 10263 24284 33698294 0.88510 0.88530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5423269 5423269 421163 105291 0 0 339255 360554 376050 421163 1497022 2245533 84814 90139 94013 105291 374257 561386 0 1 7384 328 7056 277019 194014 83005 90061 OPERATING RIGHT-OF-USE ASSET 4858829 INTEREST RECEIVABLE 46161 LOAN TO INVESTMENT COMPANY 8206400 INVESTMENT IN HFS HOLDING COMPANY 1112334 14223724 OPERATING LEASES - CURRENT 114000 OPERATING LEASES - NONCURRENT 5321679 CURRENT MATURITIES OF LONG-TERM DEBT 27718 OTHER LIABILITIES 10 LONG-TERM DEBT - NET OF CURRENT POR 370789 5834196 6109883 19373 14883 18246 52502 6057381 11347 11347 6068728 5833139 14883 18246 33129 5800010 11348 11348 5811358 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 EVENT EXPENSES 18,246. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 11,347. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 18,246. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 11,347. 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 70011 70011 2506 9207 6533 70011 70011 2506 9207 6533 18246 -18246 X 4 43661 FAIR MARKET VALUE X 1613771 3179129 FMV PER FEEDING AMERICA X MISCELLANEOUS ITEMS 134 30158 RETAIL VALUE 0 1 0 PART I, COLUMN (B): LINE 9(B) THE ORGANIZATION LISTS THE AMOUNT OF CONTRIBUTORS. LINE 19(B) IS THE AMOUNT OF POUNDS OF FOOD INVENTORY DONATED. LINE 25(B) LISTS THE AMOUNT OF CONTRIBUTORS. 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 MARSH MCLENNAN AGENCY. 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 HELENA FOOD SHARE HOLDING COMPANY K 428900 FAIR MARKET VALUE