HELENA FOOD SHARE INC (EIN 363507623) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

DAN MCCAULEY

Phone

4064433663

Tax Period

2024-07-01 to 2025-06-30

HELENA FOOD SHARE INC, founded in 1987, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $6.1M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $5.8M left a modest 4% surplus.

Mission

FOOD DISTRIBUTION TO COMMUNITY MEMBERS IN NEED.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,395,839

Program Service Revenue $0

Investment Income $680,872

Other Revenue $-7,983

TOTAL REVENUE $6,068,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,146,273

Fundraising Expenses $388,089

Program Expenses $4,986,967

Other Expenses $4,665,085

TOTAL EXPENSES $5,811,358

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,068,728	$8,625,193	-0.3%
Expenses	$5,811,358	$4,901,536	+0.2%
Net Income	$257,370	$3,723,657	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

1211

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$122,941

Total Directors

$122,941

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CANDICE CAIN	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA CARNEY	DIRECTOR	1.00	Director	$0	$0	$0
BRETT CLARK	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER CORDINGLEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
GEORGIA CUMMINGS	DIRECTOR	1.00	Director	$0	$0	$0
STEVE FAWCETT	DIRECTOR	1.00	Director	$0	$0	$0
SARA GROVES	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE HUNTHAUSEN	DIRECTOR	1.00	Director	$0	$0	$0
TRISH KLOCK	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS MCARDLE	TREASURER	1.00	Officer Director	$0	$0	$0
DAN MCCAULEY	CHAIR	1.00	Officer Director	$0	$0	$0
SARAH NORCOTT	SECRETARY	1.00	Officer Director	$0	$0	$0
CHAD ODEGARD	DIRECTOR	1.00	Director	$0	$0	$0
ADRIAN SAGAN	DIRECTOR	1.00	Director	$0	$0	$0
JON SATRE	MEMBER	1.00	Director	$0	$0	$0
ALYSSA SORENSON	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN EVERTZ	EXECUTIVE DIRECTOR	40.00	Officer Director	$12,115	$0	$12,115
BRUCE DAY	EXECUTIVE DIRECTOR	40.00	Officer Director	$107,800	$3,026	$110,826

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,068,728	$5,811,358	$17,275,615	$257,370
2024	$8,625,193	$4,901,536	$19,657,508	$3,723,657
2023	$6,306,227	$4,837,438	$7,385,750	$1,468,789
2022	$7,203,550	$4,509,154	$5,762,208	$2,694,396
2021	$6,063,612	$4,743,084	$3,190,878	$1,320,528
2020	$5,347,736	$4,640,785	$1,990,595	$706,951
2019	$3,913,555	$3,740,335	$1,146,334	$173,220

HELENA FOOD SHARE INC