HELENA FOOD SHARE HOLDING COMPANY (EIN 934026405) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

JORDAN EVERTZ

Phone

4064433663

Tax Period

2024-07-01 to 2025-06-30

HELENA FOOD SHARE HOLDING COMPANY, founded in 2023, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $429K in total revenue in fiscal year 2024. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $795K exceeded revenue, resulting in a 85% operating deficit.

Mission

CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF HELENA FOOD SHARE, INC.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $428,900

Investment Income $0

Other Revenue $0

TOTAL REVENUE $428,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $13,561

Program Expenses $739,780

Other Expenses $794,745

TOTAL EXPENSES $794,745

Year-over-Year Comparison

	2024	2023	Change
Revenue	$428,900	$1,550,394	-0.7%
Expenses	$794,745	$121,157	+5.6%
Net Income	$-365,845	$1,429,237	-1.3%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
BRUCE DAY	PAST PRESIDENT	0.50	Officer Director	$0	$3,026	$110,826
STEVE FAWCETT	DIRECTOR	0.50	Director	$0	$0	$0
AIMEE GRMOLJEZ	DIRECTOR	0.50	Director	$0	$0	$0
MIKE HOLLAND	DIRECTOR	0.50	Director	$0	$0	$0
HANK HUDSON	DIRECTOR	0.50	Director	$0	$0	$0
RENE MARTELLO	DIRECTOR	0.50	Director	$0	$0	$0
JORDAN EVERTZ	PRESIDENT	0.50	Officer Director	$0	$0	$12,115

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	$428,900	$794,745	$11,994,862	$-365,845
2024	$1,550,394	$121,157	$13,759,612	$1,429,237

HELENA FOOD SHARE HOLDING COMPANY