2025-12-09T06:52:46-06:00 2025-06-30 853893874 PUZDRAK AND STORTZ LLC 11754 JOLLYVILLE RD STE 102 AUSTIN TX 78759 990 2024-07-01 810245570 CATHOLIC SOCIAL SERVICES OF MONTANA CATH 4064424130 630 N LAST CHANCE GULCH 2200 HELENA MT 596013572 SCOTT HELD EXECUTIVE DIRECTOR 4064424130 2025-12-05 1 1 MARK PUZDRAK CPA P01296839 5128272900 2025-12-05 X 2024 2025-03-06 01:10:19Z SCOTT HELD 630 N LAST CHANCE GULCH 2200 HELENA MT 596013572 837416 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 50 0 0 403699 611359 105030 196480 7608 11383 13366 5799 529703 825021 72858 6563 0 0 362457 399449 0 0 14732 112917 210386 548232 616398 -18529 208623 504553 687348 68465 42637 436088 644711 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 149816 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. 81462 6563 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. 186664 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. 147995 147995 565937 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 5 0 7 1 0 0 0 0 0 1 1 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 SCOTT HELD EXECUTIVE DIRECTOR 40.00 X 77250 0 0 REV RYAN ERLENBUSH VICE PRESIDENT 1.00 X X 0 0 0 SARAH PHIPPS 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 DEACON BERNARD MCCARTHY 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 JACKIE BARILLE DIRECTOR 1.00 X 0 0 0 DAN HALLSTEN DIRECTOR 1.00 X 0 0 0 MOST REV JEFFREY FLEMING DIRECTOR 1.00 X 0 0 0 JIM CARNEY DIRECTOR 1.00 X 0 0 0 VERY REV MSGR DAN WATHEN DIRECTOR 1.00 X 0 0 0 77250 0 0 0 0 0 0 0 21273 590086 87724 611359 ADOPTION 624100 196480 196480 196480 11383 11383 12395 21273 12395 0 EXPENSE REIMBURSEMENTS 624100 5549 5549 OTHER INCOME 624100 250 250 5799 825021 202279 0 11383 6563 6563 77250 77250 250739 250739 71460 71460 2775 2775 3262 3262 93599 81985 284 11330 33002 21002 12000 8552 6432 2056 64 797 797 1571 1571 PROFESSIONAL SERVICES 43583 31683 11900 DUES & SUBSCRIPTIONS 10437 3351 7086 CREDIT CARD FEES 5562 5562 POSTAGE 2989 2913 76 4257 1854 2403 616398 565937 35729 14732 296800 645116 168273 37214 41618 64 17029 16415 1411 614 791 504553 687348 33299 37412 29941 5225 5225 68465 42637 X 353658 508168 82430 136543 436088 644711 504553 687348 208623 0 X X 0 1 X 1 0 X 399900 291975 466572 376971 590086 2125504 399900 291975 466572 376971 590086 2125504 38719 2086785 7 32 10700 7608 11383 29730 6005 6540 14390 13366 5799 46100 2201334 0.94800 0.93610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5221 4607 614 11808 11808 0 614 POST EMPLOYMENT MEDICAL INSURANCE BENEFIT 5225 5225 X 831249 6228 6228 825021 0 825021 622626 6228 6228 616398 0 616398 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 6,228. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 6,228. X X X 0 GOLF TOURNAMENT 33668 33668 12395 33668 33668 12395 12395 21273 1 AID TO BIRTHMOTHERS 483 6563 0 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 59000 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 14400 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 MOST REV. JEFFREY FLEMING IS A DIRECTOR OF BOTH ORGANIZATIONS 59000 THE DIOCESE OF GREAT FALLS-BILLINGS CONTRIBUTED FUNDS TO THE ORGANIZATION DURING THE YEAR. 0 X BABY & BITHM 331 109629 FMV X EVENT PRIZES 28 5148 FMV 0 0 0 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 FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS OF THE COMMITTEE ASSUMING OVERSIGHT OF THE AUDIT.