Civic Intelligence

Helena Food Share Holding Company

EIN 93-4026405 • 501(c)3 • Helena, MT

Profile

Conducting or supporting activities for the benefit of helena food share, inc.

1280 Boulder AveHelena, MT 59601-3567

www.helenafoodshare.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.91x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

98th percentile

25.49x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

4th percentile

-85%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

24th percentile

$110,826

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 25.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Down

$11,994,862

Down $1,764,750 (-13%) from 2024

Liabilities

Down

$10,931,470

Down $1,398,905 (-11%) from 2024

Net Assets

Down

$1,063,392

Down $365,845 (-26%) from 2024

Revenue

Down

$428,900

Down $1,121,494 (-72%) from 2024

Expenses

Up

$794,745

Up $673,588 (+556%) from 2024

Net Income

Down

-$365,845

Down $1,795,082 (-126%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2024: $13,759,612Liabilities 2024: $12,330,375Net Assets 2024: $1,429,2372024Assets 2025: $11,994,862Liabilities 2025: $10,931,470Net Assets 2025: $1,063,3922025

Highlighted filing

2025

Assets$11,994,862
Liabilities$10,931,470
Net Assets$1,063,392

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2024: $1,550,394Expenses 2024: $121,157Net Income 2024: $1,429,2372024Revenue 2025: $428,900Expenses 2025: $794,745Net Income 2025: -$365,8452025

Highlighted filing

2025

Revenue$428,900
Expenses$794,745
Net Income-$365,845

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 16, 2026
Return Version
2024v5.5
Gross Receipts
$428,900
Mission and Program Overview

Mission

Conducting or supporting activities for the benefit of helena food share, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,192,031$11,351,512▲ $10,159,481
Rtn Earn Endowment Incm Other Fnds$1,429,237$1,063,392▼ $365,845
Cash and Non-Interest-Bearing Accounts$3,559,166$9,500▼ $3,549,666
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$13,759,612$11,994,862▼ $1,764,750
Other Assets Total$9,008,415$633,850▼ $8,374,565
Liabilities
Other Liabilities$10,819,583$10,877,083▲ $57,500
Accounts Payable and Accrued Expenses$1,510,792$54,387▼ $1,456,405
Total Liabilities$12,330,375$10,931,470▼ $1,398,905
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,429,237$1,063,392▼ $365,845
Total Liabilities and Net Assets / Fund Balance$13,759,612$11,994,862▼ $1,764,750

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,202,504$286,052$10,488,556
Land$752,473-$752,473
Equipment$396,535$51,689$448,224
Other Assets Org$633,850--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Bruce DayPast President$110,826$110,826
Jordan EvertzPresident$12,115$12,115

Board Members and Trustees

NameTitle
Aimee GrmoljezDirector
Hank HudsonDirector
Mike HollandDirector
Rene MartelloDirector
Steve FawcettDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$428,900
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-365,845

Audited Revenue Reconciliation

Revenue per Audited Statements
$428,900
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$428,900
Total Revenue per Form 990
$428,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$794,745
Total Fundraising Expense$13,561
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$303,414$25,745$8,582$337,741
Interest$95,462$9,763$3,254$108,479
Other Expenses$66,695$721-$67,416
Fees for Services Legal$50,600$5,175$1,725$57,500
Total Functional Expenses$739,780$41,404$13,561$794,745

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$794,745
Total Expenses per Audited Statements$794,745
Total Expenses per Form 990$794,745
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Leases - Net of Current Portion$10,877,083
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 C, Line 19

Form 990, part vi, section c, line 19: the organizing documents and form 990 are available upon request.

Filing and Contact Details

Filer

Filer Name
Helena Food Share Holding Company
EIN
93-4026405
Phone
4064433663
Address
1280 BOULDER AVE, HELENA, MT 59601-3567

Signing Officer

Name
Jordan Evertz
Title
President
Phone
4064433663
Signed
2026-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jordan Evertz
Formed
2023
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Pinion LLC
Address
828 GREAT NORTHERN BOULEVARD, HELENA, MT 59601
Preparer
Mandy Smith
Phone
4064421040
Supplemental Narrative

Additional Explanations

Form 990 Part XI Line 2C - Financial Statements and Reporting

There have been no significant changes in the audit oversight and selection process.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZING DOCUMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE HAVE BEEN NO SIGNIFICANT CHANGES IN THE AUDIT OVERSIGHT AND SELECTION PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART XI LINE 2C - FINANCIAL STATEMENTS AND REPORTING
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HELENA FOOD SHARE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0363507623
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FOOD DISTRIBUTION TO COMMUNITY MEMBERS IN NEED.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 943
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HELENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059624
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0428900
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HELENA FOOD SHARE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt013759612
IRS990/TotalAssetsEOYAmt011994862
IRS990/TotalAssetsGrp/BOYAmt013759612
IRS990/TotalAssetsGrp/EOYAmt011994862
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt013561
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041404
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0739780
IRS990/TotalFunctionalExpensesGrp/TotalAmt0794745
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012330375
IRS990/TotalLiabilitiesEOYAmt010931470
IRS990/TotalLiabilitiesGrp/BOYAmt012330375
IRS990/TotalLiabilitiesGrp/EOYAmt010931470
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01429237
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01063392
IRS990/TotalOtherCompensationAmt03026
IRS990/TotalProgramServiceExpensesAmt0739780
IRS990/TotalProgramServiceRevenueAmt0428900
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0428900
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0428900
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013759612
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011994862
IRS990/TotReportableCompRltdOrgAmt0119915
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 943
IRS990/USAddress/CityNm0HELENA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059624
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.HELENAFOODSHARE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JORDAN EVERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04064433663
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELENA FOOD SHARE HOLDING COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0934026405
ReturnHeader/Filer/PhoneNum04064433663
ReturnHeader/Filer/USAddress/AddressLine1Txt01280 BOULDER AVE
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0596013567
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480567703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINION LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0828 GREAT NORTHERN BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059601
ReturnHeader/PreparerPersonGrp/PhoneNum04064421040

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