2023-11-30T12:08:03-06:00 2023-06-30 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2022-07-01 810245570 CATHOLIC SOCIAL SERVICES OF MONTANA CATH 4064424130 630 N LAST CHANCE GULCH 2200 HELENA MT 596013572 JIM CARNEY CFO 4064424130 2023-11-20 1 JIM CARNEY XXX-XX-XXXX 1 SAM BRUNSON CPA P01696998 4067281800 2023-11-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JIM CARNEY 630 N LAST CHANCE GULCH 2200 HELENA MT 596013572 566567 0 0928 X CSSMT.ORG X 1953 MT 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. 11 11 7 20 0 0 291975 466572 45065 53599 32 10700 28718 19845 365790 550716 36986 93432 0 0 250204 280528 0 0 4340 93857 96264 381047 470224 -15257 80492 427517 523746 53392 69129 374125 454617 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. 0 0 370479 50000 67989 ADOPTION SERVICES: FOR FISCAL YEAR 2022-2023 CSSM HAD 6 PLACEMENTS IN THE INFANT PROGRAM, 3 HOME STUDIES IN THE SPECIALIZED PROGRAM, AND 15 POST PLACEMENT SERVICES IN THE SPECIALIZED PROGRAM. DONATED OFFICE SPACE TO CATHOLIC SOCIAL SERVICES FOR THE YEAR TOTALS $12,000. 43432 41326 AID TO BIRTHMOTHERS: CSSM PROVIDED SERVICES TO FAMILIES AND CHILDREN THROUGH THE BABY BOUTIQUE DISTRIBUTING 32,616 DIAPERS, 922 PACKAGES OF WIPES, AND GIFTED MORE IN OTHER ITEMS SUCH AS CLOTHING, BLANKETS, FORMULA, HYGIENE ITEMS, AND BABY NECESSITIES SUCH AS STROLLERS, WALKERS, DIAPER BAGS, BOTTLES, AND PLAY YARDS. CSSM ALSO PROVIDED 3 BIRTHPARENTS WITH COUNSELING SERVICES. 2106 2106 HOSPITAL AND MEDICAL FEES. $2,106. 416017 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 4 0 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JIM CARNEY 4064425820 PO BOX 907 HELENA MT 59624 REVEREND CORY STICHA PRESIDENT 1.00 X X 0 0 0 SARAH PHIPPS VICE PRESIDENT 1.00 X X 0 0 0 LAURE PENGELLY DRAKE TREASURER 1.00 X X 0 0 0 MOST REV AUSTIN VETTER DIRECTOR 1.00 X 0 0 0 MOST REV MICHAEL WARFEL DIRECTOR 1.00 X 0 0 0 ROY BROWN DIRECTOR 1.00 X 0 0 0 COREEN GLEN DIRECTOR 1.00 X 0 0 0 REVEREND CRAIG HANLEY DIRECTOR 1.00 X 0 0 0 DEACON CHARLES HARBALL DIRECTOR 1.00 X 0 0 0 MONICA GALLEGOS-LAEUPPLE DIRECTOR 1.00 X 0 0 0 DAN HALLSTEN DIRECTOR 1.00 X 0 0 0 SCOTT HELD EXECUTIVE DIRECTOR 40.00 X 37169 0 5875 37169 0 5875 0 0 0 0 0 5420 5650 85771 369731 41225 466572 ADOPTION 624100 39210 39210 HOME STUDY 624100 8287 8287 APPLICATION 624100 2925 2925 WORKSHOP INCOME 624100 1575 1575 POST-PLACEMENT 624100 1402 1402 200 200 53599 10700 10700 21306 5650 15851 5455 5455 EXPENSE REIMBURSEMENTS 624100 9169 9169 OTHER INCOME 624100 4790 4790 CREDIT CARD USER FEE 624100 431 431 14390 550716 67989 0 16155 50000 50000 43432 43432 69323 69323 159158 159158 4246 4246 29537 29537 18264 18264 4034 3209 825 33673 1061 32612 3527 1947 1000 580 4035 818 3217 8496 4922 3574 13020 3162 9858 9304 8784 520 1779 1137 642 4611 4471 140 1446 1446 DUES & SUBSCRIPTIONS 7339 6123 1216 CREDIT CARD FEES 2633 2610 23 WRITE OFFS 2367 2367 470224 416017 49867 4340 326930 235083 71303 150249 9833 85771 11521 49324 36400 33081 7930 3319 427517 523746 21382 18826 32010 50303 53392 69129 X 321019 378294 53106 76323 374125 454617 427517 523746 80492 0 X X 0 1 X 1 0 X 355208 487359 399900 291975 466572 2001014 355208 487359 399900 291975 466572 2001014 41052 1959962 241 63 7 32 10700 11043 9501 36190 6005 6540 14390 72626 2084683 555574 0.94020 0.93490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36400 33081 3319 3319 X 584200 20000 15851 35851 548349 2367 2367 550716 503708 20000 15851 35851 467857 2367 2367 470224 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES, IF APPLICABLE. THE ORGANIZATION HAS NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 15,851. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 2,367. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 15,851. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 2,367. GOLF TOURNAMENT - HELENA 15611 3237 12374 1415 2424 960 1263 DUELING PIANOS 11345 2413 8932 2414 5990 1385 26956 5650 21306 1415 4838 960 5990 2648 15851 5455 1 RED LODGE AREA COMMUNITY FOUNDATION 122 HAUSER AVE RED LODGE MT 59068 200192255 501(C)(3) 50000 0 DISASTER RECOVERY EFFORTS 1 0 AID TO BIRTHMOTHERS 79 7857 12090 FMV AID TO BIRTHMOTHERS INCLUDES DIAPERS, WIPES, CLOTHING, AND OTHER CHILD CARE ITEMS; RENT AND TEMPORARY HOUSING; AND COUNSELING AND MEDICAL CARE. PART I, LINE 2: CSSM GRANTS ARE ADMINISTERED BY CSSM STAFF WITH THE RELEASING OF RESTRICTION HANDLED JOINTLY BY CSSM STAFF AND DIOCESE OF HELENA ACCOUNTING STAFF WHO PROVIDE SERVICES. THE GRANTS ARE MONITORED BASED UPON THE GRANT REQUIREMENTS (QUARTERLY AND ANNUAL REPORTS, AND VARIANCES IN THE ORIGINAL BUDGET, ETC.) THE DIOCESE OF HELENA MOST REV. AUSTIN VETTER IS A DIRECTOR OF BOTH ORGANIZATIONS 68833 THE DIOCESE OF HELENA CONTRIBUTED FUNDS TO THE ORGANIZATION DURING THE YEAR. 0 THE DIOCESE OF HELENA MOST REV. AUSTIN VETTER IS A DIRECTOR OF BOTH ORGANIZATIONS 15400 THE ORGANIZATION PAYS ACCOUNTING FEES OF $200 PER MONTH AND RENT OF $1,000 PER MONTH TO THE DICOSES OF HELENA. 0 THE DIOCESE OF GREAT FALLS-BILLINGS MOST REV. MICHAEL WARFEL IS A DIRECTOR OF BOTH ORGANIZATIONS 59000 THE DIOCESE OF GREAT FALLS-BILLINGS CONTRIBUTED FUNDS TO THE ORGANIZATION DURING THE YEAR. 0 X BABY AND BIRTHMOTHER ESSENTIALS 331 35575 FMV X EVENT PRIZES 28 5650 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REPORTED IN PART I. FORM 990, PART VI, SECTION A, LINE 6 THE ONLY MEMBERS OF THE ORGANIZATION ARE THE BISHOPS OF HELENA AND GREAT FALLS-BILLINGS IN MONTANA. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOPS HAVE THE POWER TO APPOINT AND REMOVE ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B THE BISHOPS HAVE THE POWER TO ACQUIRE OR SELL PROPERTY AND THEY HAVE FINAL APPROVAL OF BUDGETS AND ANY CHANGES TO ORGANIZATIONAL DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT AND PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL EMPLOYEES AND BOARD MEMBERS. THE EXECUTIVE DIRECTOR REVIEWS ALL POTENTIAL CONFLICTS AND DETERMINES IF A CONFLICT EXISTS, UNLESS THE PROPOSED TRANSACTION INVOLVES THE EXECUTIVE DIRECTOR, IN WHICH CASE IT IS REVIEWED BY THE BOARD OF DIRECTORS. IF A CONFLICT EXISTS, THE EXECUTIVE DIRECTOR, WITH INPUT FROM THE BOARD OF DIRECTORS, WILL SEEK AN ALTERNATIVE ARRANGEMENT. THE CONFLICTED PARTY DOES NOT PARTICIPATE IN THE DELIBERATION OR DECISION. WHEN A TRANSACTION GIVING RISE TO A CONFLICT CANNOT BE AVOIDED, A MEMORANDUM OF UNDERSTANDING WILL BE AGREED UPON WITH THE BUSINESS PARTNER, DETAILING THE ACTUAL OR POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING COMPENSATION FOR EXECUTIVE LEVEL EMPLOYEES. COMPARATIVE MARKET DATA IS COLLECTED AND ANALYZED. THE COMPENSATION PACKAGES ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST PART XII LINE2 THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS OF THE COMMITTEE ASSUMING OVERSIGHT OF THE AUDIT.