Nonprofit · EIN 81-0245570
CATHOLIC SOCIAL SERVICES OF MONTANA INC
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $825,021 | $616,398 | $208,623 | $687,348 | $42,637 | $644,711 |
| June 30, 2024 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT HELD | EXECUTIVE DIRECTOR Officer | 40 | $77,250 |
| REV RYAN ERLENBUSH | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| SARAH PHIPPS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| LAURE PENGELLY DRAKE | TREASURER Trustee or director, Officer | 1 | $0 |
| MOST REV AUSTIN VETTER | DIRECTOR Trustee or director | 1 | $0 |
| DEACON BERNARD MCCARTHY | DIRECTOR Trustee or director | 1 | $0 |
| ROY BROWN | DIRECTOR Trustee or director | 1 | $0 |
| COREEN GLEN | DIRECTOR Trustee or director | 1 | $0 |
| REVEREND CRAIG HANLEY | DIRECTOR Trustee or director | 1 | $0 |
| JACKIE BARILLE | DIRECTOR Trustee or director | 1 | $0 |
| DAN HALLSTEN | DIRECTOR Trustee or director | 1 | $0 |
| MOST REV JEFFREY FLEMING | DIRECTOR Trustee or director | 1 | $0 |
| JIM CARNEY | DIRECTOR Trustee or director | 1 | $0 |
| VERY REV MSGR DAN WATHEN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT HELD | EXECUTIVE DIRECTOR Officer | 40 | $75,000 |
| REVEREND CORY STICHA | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SARAH PHIPPS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| LAURE PENGELLY DRAKE | TREASURER Trustee or director, Officer | 1 | $0 |
| MOST REV AUSTIN VETTER | DIRECTOR Trustee or director | 1 | $0 |
| ROY BROWN | DIRECTOR Trustee or director | 1 | $0 |
| COREEN GLEN | DIRECTOR Trustee or director | 1 | $0 |
| REVEREND CRAIG HANLEY | DIRECTOR Trustee or director | 1 | $0 |
| DAN HALLSTEN | DIRECTOR Trustee or director | 1 | $0 |
| MOST REV JEFFREY FLEMING | DIRECTOR Trustee or director | 1 | $0 |
| JIM CARNEY | DIRECTOR Trustee or director | 1 | $0 |
| VERY REV MSGR DAN WATHEN | DIRECTOR Trustee or director | 1 | $0 |
| DEBI ROLFING | DIRECTOR 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.
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 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
- 81-0245570
- 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)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $687,348
- Income (IRS master file)
- $837,416
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $825,021 | $616,398 | $687,348 | XML |
| 990 | June 2024 | $529,703 | $548,232 | $504,553 | XML |
| 990 | June 2023 | $550,716 | $470,224 | $523,746 | IRS |
| 990 | June 2022 | $365,790 | $381,047 | $427,517 | 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 81-0245570).
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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