Nonprofit · EIN 81-0449307
FOUNDATION FOR THE DIOCESE OF HELENA INC
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $19,071,109 | $17,739,328 | $1,331,781 | $71,903,287 | $19,260,283 | $52,643,004 |
| June 30, 2024 | 990 | $24,306,432 | $18,782,284 | $5,524,148 | $61,595,573 | $13,731,455 | $47,864,118 |
| June 30, 2023 | 990 | $4,181,689 | $2,459,549 | $1,722,140 | $43,087,944 | $4,300,447 | $38,787,497 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,996,506
- Program service revenue
- $2,000
- Investment income
- $1,949,952
- Net rental income
- $1
- Net gain from sales of assets
- $148,109
- Other revenue
- $1,122,651
Expenses
- Grants and similar amounts paid
- $79,765
- Compensation of officers, directors and key employees
- $107,873
- Other salaries and wages
- $149,757
- Salaries, compensation and benefits (total)
- $285,730
- Professional fundraising fees
- $965,069
- Legal fees
- $462
- Occupancy
- $10,899
- Travel
- $819
- Depreciation
- $41,108
- Program services (functional)
- $16,415,698
- Management and general (functional)
- $147,155
- Fundraising (functional)
- $1,176,475
Balance sheet and other
- Total assets, start of year
- $61,595,573
- Total assets, end of year
- $71,903,287
- Total liabilities, end of year
- $19,260,283
- Net assets, end of year
- $52,643,004
- Land, buildings and equipment
- $3,165,955
- Publicly traded securities
- $44,338,343
- Net assets without donor restrictions
- $591,112
- Net assets with donor restrictions
- $52,051,892
- Gross receipts
- $19,768,407
- Employees
- 3
- Volunteers
- 14
- Year formed
- 1978
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL THIES | EXECUTIVE DIRECTOR Officer | 40 | $107,873 | $3,400 |
| RONA DAVISON CPA | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ERICA MATELICH | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| FR JOE FLEMING | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CARL RUMMEL CGMA CPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DWIGHT O'HARA | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
| JOHN TALIA CPA | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SHANNON CURRY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LORRAINE DEBRUYCKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIM FOX | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FR TOM HAFFEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEACON CHARLIE HARBALL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAURA HUMBERGER CPA PMP MBA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHY SAMPSON CPA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIM MCDONALD CPA | TRUSTEE Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER SCHMITT | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL THIES | EXECUTIVE DIRECTOR Officer | 40 | $100,170 | $10,925 |
| RONA DAVISON CPA | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ERICA MATELICH | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| FR JOE FLEMING | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CARL RUMMEL CGMA CPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DEACON DOUG CORDIER | IMMEDIATE PAST PRESIDENT(THRU OCT '23) Trustee or director, Officer | 1 | $0 | $0 |
| JOHN TALIA CPA | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ROD CHRISTIAENS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LORRAINE DEBRUYCKER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| TIM FOX | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| FR TOM HAFFEY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DEACON CHARLIE HARBALL | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LAURA HUMBERGER CPA PMP MBA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HELEN MCCARTHY ESQ | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JIM MCDONALD CPA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JENNIFER SCHMITT | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL THIES | EXECUTIVE DIRECTOR Officer | 40 | $102,920 | $11,008 |
| JOHN TALIA CPA | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| RONA DAVISON CPA | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ERICA MATELICH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JIM MCDONALD CPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DEACON DOUG CORDIER | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ROD CHRISTIAENS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LORRAINE DEBRUYCKER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| FR JOE FLEMING | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| TIM FOX | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| FR TOM HAFFEY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DEACON CHARLIE HARBALL | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LAURA HUMBERGER CPA PMP MBA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| RON JOHNSON | TRUSTEE (THRU OCT '22) Trustee or director | 0.5 | $0 | $0 |
| HELEN MCCARTHY ESQ | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CARL RUMMEL CGMA CPA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JENNIFER SCHMITT | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 630 N LAST CHANCE GULCH STE 2200, HELENA, MT 59601-3572
- Principal officer (990 for 2024)
- DANIEL THIES, PO BOX 1729, HELENA, MT 59624
- Signed the 990
- DANIEL THIES, EXECUTIVE DIRECTOR
- Phone
- (406) 389-0751
- Website
- FDOH.ORG
- Return prepared by
- PUZDRAK AND STORTZ LLC
Mission
THE FOUNDATION'S MISSION IS TO SERVE AND STRENGTHEN THE PEOPLE, PARISHES, MINISTRIES AND APOSTOLIC MISSION OF THE ROMAN CATHOLIC DIOCESE OF HELENA (REFERRED TO AS "THE DIOCESE" IN THIS RETURN).
Program accomplishments
- GRANTS AND DISTRIBUTIONS: DISTRIBUTIONS MADE BY THE FOUNDATION OF ITS DONOR-DIRECTED TEMPORARY AND PERMANENT ENDOWMENT FUNDS TOTALED NEARLY $1.45 MILLION. THE FOUNDATION ALSO MADE GRANTS FROM ITS OWN UNRESTRICTED RESOURCES IN THE AMOUNT OF $79,764 TO HELP PROVIDE FUNDING FOR PARISHES OR PROGRAMS LACKING MONEY FOR SPECIFIC MINISTRIES OR PROJECTS AND TO ASSIST PARISHES WITH UNRESTRICTED RESOURCES. ADDITIONALLY, THE FOUNDATION BOARD DESIGNATED ITS OWN UNRESTRICTED RESOURCES DURING THE FISCAL YEAR AS FOLLOWS: $4,999 TO VARIOUS ENDOWMENT FUNDS WITHIN THE FOUNDATION.THE FOUNDATION CONTINUED TO MANAGE A FIVE YEAR $30 MILLION CAPITAL CAMPAIGN TO RAISE FUNDS FOR THE PARISHES AND DIOCESE OF HELENA.Expenses $16,415,698 · grants $79,764
- BUILDING AND MANAGING PERMANENT ENDOWMENTS: THE FOUNDATION SOLICITS AND MANAGES GIFTS TO PERMANENT ENDOWMENTS TO SUPPORT THE PARISHES AND MINISTRIES OF THE DIOCESE OF HELENA. OVER $45 MILLION IN ENDOWED FUNDS ARE PROFESSIONALLY MANAGED BY THE FOUNDATION, INVESTED IN ADHERENCE TO THE PRINCIPALS OF SOCIALLY RESPONSIBLE INVESTING AS OUTLINED BY THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS. ENDOWMENT BENEFICIARIES RECEIVE QUARTERLY ENDOWMENT STATEMENTS REFLECTING INVESTMENT ACTIVITY AND FUND BALANCES.revenue $2,001
- CHARITABLE PLANNING EXPERTISE: THE FOUNDATION PROVIDES ANNUAL ESTATE PLANNING AND PLANNED GIVING EDUCATION IN EVERY DEANERY ACROSS THE DIOCESE OF HELENA AND UPON REQUEST FOR AN INDIVIDUAL PARISH/SCHOOL/MINISTRY. CHARITABLE GIFT ANNUITY PROGRAM ADMINISTRATION IS PROVIDED BY THE FOUNDATION, ALLOWING DONORS WITH EASY ACCESS TO THE MONTANA ENDOWMENT TAX CREDIT. THE FOUNDATION ESTABLISHES NAMED ENDOWMENT FUNDS FOR DONORS, ALLOWING THEM TO PROVIDE A STEADY STREAM OF INCOME THAT THEIR CHOSEN PARISH/SCHOOL/MINISTRY CAN COUNT ON IN PERPETUITY. DONORS ESTABLISHING NAMED ENDOWMENT FUNDS RECEIVE ANNUAL ENDOWMENT STATEMENTS REFLECTING INVESTMENT ACTIVITY, DISTRIBUTIONS TO THEIR DESIGNATED MINISTRY, AND FUND BALANCES.
What it must file and when
IRS records say it files Not required (religious organization). Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0449307
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- June
- Files
- Not required (religious organization)
- Category (NTEE)
- Religion-related (X20)
- Assets (IRS master file)
- $71,903,287
- Income (IRS master file)
- $19,768,407
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $19,071,109 | $17,739,328 | $71,903,287 | IRS |
| 990 | June 2024 | $24,306,432 | $18,782,284 | $61,595,573 | IRS |
| 990 | June 2023 | $4,181,689 | $2,459,549 | $43,087,944 | XML |
| 990 | June 2022 | $1,839,455 | $1,737,477 | $37,954,337 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 81-0449307).
Questions about FOUNDATION FOR THE DIOCESE OF HELENA INC
- What is the EIN of FOUNDATION FOR THE DIOCESE OF HELENA INC?
- The employer identification number (EIN) of FOUNDATION FOR THE DIOCESE OF HELENA INC is 81-0449307.
- Is FOUNDATION FOR THE DIOCESE OF HELENA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to FOUNDATION FOR THE DIOCESE OF HELENA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION FOR THE DIOCESE OF HELENA INC file?
- Form Not required (religious organization).
- When is the next return of FOUNDATION FOR THE DIOCESE OF HELENA 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 FOUNDATION FOR THE DIOCESE OF HELENA 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 FOUNDATION FOR THE DIOCESE OF HELENA INC?
- The 990 for the year ended June 30, 2025 names DANIEL THIES.
- Who are the officers and directors of FOUNDATION FOR THE DIOCESE OF HELENA INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $107,873 (DANIEL THIES, EXECUTIVE DIRECTOR).
- How much revenue does FOUNDATION FOR THE DIOCESE OF HELENA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $19,071,109, expenses of $17,739,328 and total assets of $71,903,287 at year end.
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