2025-01-27T09:55:03-06:00 2024-06-30 853893874 PUZDRAK AND STORTZ LLC 11754 JOLLYVILLE RD STE 102 AUSTIN TX 78759 990 2023-07-01 810245570 CATHOLIC SOCIAL SERVICES OF MONTANA CATH 4064424130 630 N LAST CHANCE GULCH 2200 HELENA MT 596013572 JIM CARNEY CFO 4064424130 2025-01-27 1 1 MARK PUZDRAK CPA P01296839 5128272900 2025-01-27 X 2023 2025-03-06 01:10:19Z JIM CARNEY 630 N LAST CHANCE GULCH 2200 HELENA MT 596013572 537495 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 6 52 0 0 466572 403699 53599 105030 10700 7608 19845 13366 550716 529703 93432 72858 0 0 280528 362457 0 0 9333 96264 112917 470224 548232 80492 -18529 523746 504553 69129 68465 454617 436088 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 149331 ADOPTION SERVICES: FOR FISCAL YEAR 2023-2024 CSSM HAD 4 PLACEMENTS IN THE INFANT PROGRAM, 12 HOME STUDIES AND UPDATES, AND 11 POST PLACEMENT SERVICES. DONATED OFFICE SPACE TO CSSM FOR THE YEAR TOTALS $12,000. 8375 62956 AID TO BIRTHMOTHERS: CSSM ADDED A SECOND BABY BOUTIQUE LOCATION IN BILLINGS. THERE IS ALSO A LOCATION IN HELENA. IT PROVIDED SERVICES TO FAMILIES AND CHILDREN THROUGH THE BABY BOUTIQUE MINISTRY DISTRIBUTING 67,044 DIAPERS, 1,683 PACKAGES OF WIPES, 5,644 ITEMS OF CLOTHING, AND GIFTED MORE IN OTHER ITEMS SUCH AS BLANKETS, FORMULA, HYGIENE ITEMS, AND OTHER NECESSITIES. 55912 9902 MENTAL HEALTH SERVICES: CSSM PROVIDED COUNSELING AND THERAPY FOR 52 CLIENTS AND HOSTED 317 COUNSELING AND THERAPY SESSIONS. IT ALSO PREPARED TO PROVIDE MENTAL HEALTH EDUCATION SESSIONS FOR NUMBER OF COMMUNITY PARTNER MEMBERS. 282763 282763 496381 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 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 6 0 6 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 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 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 DEBI ROLFING DIRECTOR 1.00 X 0 0 0 SCOTT HELD EXECUTIVE DIRECTOR 40.00 X 75000 0 0 75000 0 0 0 0 0 0 0 26728 376971 75754 403699 ADOPTION 624100 78841 78841 COUNSELING 624100 24614 24614 WORKSHOP INCOME 624100 1575 1575 105030 7608 7608 7792 26728 7792 0 OTHER INCOME 624100 7597 7597 EXPENSE REIMBURSEMENTS 624100 5769 5769 13366 529703 118396 0 7608 9902 9902 62956 62956 75000 75000 202800 202800 84657 78413 6244 7833 7833 22634 599 22035 1010 1010 4563 147 4416 6946 2013 148 4785 29530 28530 1000 7244 7180 64 788 788 1686 1558 128 216 216 DUES & SUBSCRIPTIONS 14297 6411 7884 2 PRINTING 5079 5079 CREDIT CARD FEES 3494 3494 POSTAGE 3179 3113 66 4418 4418 548232 496381 42518 9333 235083 296800 150249 168273 85771 0 49324 37214 64 17029 15618 3319 1411 791 523746 504553 18826 33299 50303 29941 0 5225 69129 68465 X 378294 353658 76323 82430 454617 436088 523746 504553 -18529 0 X X 0 1 X 1 0 X 487359 399900 291975 466572 376971 2022777 487359 399900 291975 466572 376971 2022777 40392 1982385 63 7 32 10700 7608 18410 36190 6005 6540 14390 13366 76491 2117678 0.93610 0.94020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5221 3810 1411 11808 11808 0 1411 POST EMPLOYMENT MEDICAL INSURANCE BENEFIT 5225 5225 X 536463 6760 6760 529703 0 529703 554992 6760 6760 548232 0 548232 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 6,760. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 6,760. GOLF TOURNAMENT 34520 34520 7792 34520 34520 7792 7792 26728 1 AID TO BIRTHMOTHERS 162 10536 37987 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 68426 FMV X EVENT PRIZES 28 7328 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 FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS OF THE COMMITTEE ASSUMING OVERSIGHT OF THE AUDIT.