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Nonprofit · EIN 81-0245570

CATHOLIC SOCIAL SERVICES OF MONTANA INC

Tax-exempt · HELENA, MT 59601

Financials

$530K$548K2023$825K$616K2024
Revenue Expenses · by fiscal year end
Financials of CATHOLIC SOCIAL SERVICES OF MONTANA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$825,021$616,398$208,623$687,348$42,637$644,711
June 30, 2024990$529,703$548,232-$18,529$504,553$68,465$436,088
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$611,359
Program service revenue
$196,480
Investment income
$11,383
Other revenue
$5,799

Expenses

Grants and similar amounts paid
$6,563
Compensation of officers, directors and key employees
$77,250
Other salaries and wages
$250,739
Salaries, compensation and benefits (total)
$399,449
Professional fundraising fees
$0
Legal fees
$2,775
Occupancy
$33,002
Travel
$8,552
Depreciation
$797
Program services (functional)
$565,937
Management and general (functional)
$35,729
Fundraising (functional)
$14,732

Balance sheet and other

Total assets, start of year
$504,553
Total assets, end of year
$687,348
Total liabilities, end of year
$42,637
Net assets, end of year
$644,711
Land, buildings and equipment
$614
Net assets without donor restrictions
$508,168
Net assets with donor restrictions
$136,543
Gross receipts
$837,416
Employees
7
Volunteers
50
Year formed
1953
State of legal domicile
MT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SCOTT HELDEXECUTIVE DIRECTOR
Officer
40$77,250
REV RYAN ERLENBUSHVICE PRESIDENT
Trustee or director, Officer
1$0
SARAH PHIPPSPRESIDENT
Trustee or director, Officer
1$0
LAURE PENGELLY DRAKETREASURER
Trustee or director, Officer
1$0
MOST REV AUSTIN VETTERDIRECTOR
Trustee or director
1$0
DEACON BERNARD MCCARTHYDIRECTOR
Trustee or director
1$0
ROY BROWNDIRECTOR
Trustee or director
1$0
COREEN GLENDIRECTOR
Trustee or director
1$0
REVEREND CRAIG HANLEYDIRECTOR
Trustee or director
1$0
JACKIE BARILLEDIRECTOR
Trustee or director
1$0
DAN HALLSTENDIRECTOR
Trustee or director
1$0
MOST REV JEFFREY FLEMINGDIRECTOR
Trustee or director
1$0
JIM CARNEYDIRECTOR
Trustee or director
1$0
VERY REV MSGR DAN WATHENDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
SCOTT HELDEXECUTIVE DIRECTOR
Officer
40$75,000
REVEREND CORY STICHAPRESIDENT
Trustee or director, Officer
1$0
SARAH PHIPPSVICE PRESIDENT
Trustee or director, Officer
1$0
LAURE PENGELLY DRAKETREASURER
Trustee or director, Officer
1$0
MOST REV AUSTIN VETTERDIRECTOR
Trustee or director
1$0
ROY BROWNDIRECTOR
Trustee or director
1$0
COREEN GLENDIRECTOR
Trustee or director
1$0
REVEREND CRAIG HANLEYDIRECTOR
Trustee or director
1$0
DAN HALLSTENDIRECTOR
Trustee or director
1$0
MOST REV JEFFREY FLEMINGDIRECTOR
Trustee or director
1$0
JIM CARNEYDIRECTOR
Trustee or director
1$0
VERY REV MSGR DAN WATHENDIRECTOR
Trustee or director
1$0
DEBI ROLFINGDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
630 N LAST CHANCE GULCH STE 2200, HELENA, MT 59601-3572
Principal officer (990 for 2024)
SCOTT HELD, 630 N LAST CHANCE GULCH 2200, HELENA, MT 596013572
Signed the 990
SCOTT HELD, EXECUTIVE DIRECTOR
Phone
(406) 442-4130
Website
CSSMT.ORG
Return prepared by
PUZDRAK AND STORTZ LLC

Mission

BASED ON OUR COMMITMENT TO CATHOLIC SOCIAL TEACHING, CATHOLIC SOCIAL SERVICES OF MONTANA PROVIDES FOR WORKS OF ADVOCACY, COMPASSION, PASTORAL OUTREACH, EDUCATION AND SOCIAL JUSTICE.

990 for the year ended June 30, 2025

Program accomplishments

  • ADOPTION SERVICES: FOR FISCAL YEAR 2024-2025, CSSM HAD 2 PLACEMENTS IN THE INFANT PROGRAM, 10 HOME STUDIES AND UPDATES, 3 FINALIZATIONS, AND 11 EXPECTANT MOTHER INQUIRIES. DONATED OFFICE SPACE TO CSSM FOR THE YEAR TOTALS $12,000.
    Expenses $149,816
  • AID TO BIRTHMOTHERS: CSSM'S BABY BOUTIQUE LOCATIONS IN HELENA AND BILLINGS PROVIDE SERVICES TO FAMILIES AND CHILDREN BY PROVIDING BASIC NEEDS. THEY DISTRIBUTED 82,164 DIAPERS, 2,272 PACKAGES OF WIPES, 13,698 ITEMS OF CLOTHING, AND 3,398 OTHER ITEMS, SUCH AS BLANKETS, FORMULA, TOYS, HYGIENE ITEMS, AND OTHER NECESSITIES.
    Expenses $81,462 · grants $6,563
  • MENTAL HEALTH SERVICES: CSSM HIRED A SECOND FULL-TIME COUNSELOR AND PROVIDED COUNSELING AND THERAPY FOR 141 CLIENTS AND HOSTED 1,024 COUNSELING AND THERAPY SESSIONS. IT ALSO HOSTED 8 MENTAL HEALTH EDUCATION SESSIONS IN COMMUNITIES ACROSS MONTANA.
    Expenses $186,664
  • Expenses $147,995

What it must file and when

IRS records say it files Not required (church). Churches are not required to file. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
81-0245570
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Church
Exempt since
1946
Accounting year ends
June
Files
Not required (church)
Assets (IRS master file)
$687,348
Income (IRS master file)
$837,416

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$825,021$616,398$687,348XML
990June 2024$529,703$548,232$504,553XML
990June 2023$550,716$470,224$523,746IRS
990June 2022$365,790$381,047$427,517IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0245570).

Questions about CATHOLIC SOCIAL SERVICES OF MONTANA INC

What is the EIN of CATHOLIC SOCIAL SERVICES OF MONTANA INC?
The employer identification number (EIN) of CATHOLIC SOCIAL SERVICES OF MONTANA INC is 81-0245570.
Is CATHOLIC SOCIAL SERVICES OF MONTANA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Which annual return does CATHOLIC SOCIAL SERVICES OF MONTANA INC file?
Form Not required (church). Churches are not required to file.
When is the next return of CATHOLIC SOCIAL SERVICES OF MONTANA INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CATHOLIC SOCIAL SERVICES OF MONTANA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CATHOLIC SOCIAL SERVICES OF MONTANA INC?
The 990 for the year ended June 30, 2025 names SCOTT HELD.
Who are the officers and directors of CATHOLIC SOCIAL SERVICES OF MONTANA INC?
The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $77,250 (SCOTT HELD, EXECUTIVE DIRECTOR).
How much revenue does CATHOLIC SOCIAL SERVICES OF MONTANA INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $825,021, expenses of $616,398 and total assets of $687,348 at year end.

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