Civic Intelligence

The Foundation for the Diocese of Helena Inc

EIN 81-0449307 • 501(c)3 • Helena, MT

View Organization Page

Profile

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).

PO Box 1729Helena, MT 59624

fdoh.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

1.03x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

127%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$43,087,944

Up $5,133,607 (+14%) from 2022

Liabilities

Up

$4,300,447

Up $172,780 (+4.2%) from 2022

Net Assets

Up

$38,787,497

Up $4,960,827 (+15%) from 2022

Operations
Liabilities / Revenue78th percentileNet Margin86th percentile

Revenue

Up

$4,181,689

Up $2,342,234 (+127%) from 2022

Expenses

Up

$2,459,549

Up $722,072 (+42%) from 2022

Net Income

Up

$1,722,140

Up $1,620,162 (+1589%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2018: $36,336,851Liabilities 2018: $4,245,359Net Assets 2018: $32,091,4922018Assets 2019: $36,707,524Liabilities 2019: $4,176,068Net Assets 2019: $32,531,4562019Assets 2020: $36,778,470Liabilities 2020: $4,168,045Net Assets 2020: $32,610,4252020Assets 2021: $42,536,378Liabilities 2021: $4,131,777Net Assets 2021: $38,404,6012021Assets 2022: $37,954,337Liabilities 2022: $4,127,667Net Assets 2022: $33,826,6702022Assets 2023: $43,087,944Liabilities 2023: $4,300,447Net Assets 2023: $38,787,4972023

Highlighted filing

2023

Assets$43,087,944
Liabilities$4,300,447
Net Assets$38,787,497
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Revenue 2018: $7,771,603Expenses 2018: $3,314,457Net Income 2018: $4,457,1462018Revenue 2019: $2,029,221Expenses 2019: $1,870,751Net Income 2019: $158,4702019Revenue 2020: $1,942,609Expenses 2020: $1,632,531Net Income 2020: $310,0782020Revenue 2021: $8,258,452Expenses 2021: $1,735,365Net Income 2021: $6,523,0872021Revenue 2022: $1,839,455Expenses 2022: $1,737,477Net Income 2022: $101,9782022Revenue 2023: $4,181,689Expenses 2023: $2,459,549Net Income 2023: $1,722,1402023

Highlighted filing

2023

Revenue$4,181,689
Expenses$2,459,549
Net Income$1,722,140
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$43,087,944
Liabilities
$4,300,447
Net assets
$38,787,497
Revenue
$4,181,689
Expenses
$2,459,549
Net income
$1,722,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$43.1$4.30$38.8$4.18$2.46$1.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.0$4.13$33.8$1.84$1.74$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.5$4.13$38.4$8.26$1.74$6.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$4.17$32.6$1.94$1.63$0.31
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$4.18$32.5$2.03$1.87$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$4.25$32.1$7.77$3.31$4.46
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 3, 2023
Return Version
2021v4.2
Gross Receipts
$4,489,717
Mission and Program Overview

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).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$33,614,511$26,852,225▼ $6,762,286
Investments Program Related$4,042,838$4,029,138▼ $13,700
Land, Buildings, and Equipment, Net$3,333,308$3,292,319▼ $40,989
Cash and Non-Interest-Bearing Accounts$295,000$2,628,549▲ $2,333,549
Savings and Temporary Cash Investments$67,045$144,109▲ $77,064
Accounts Receivable$1,600$3,627▲ $2,027
Intangible Assets$1,020$1,020→ $0
Receivable From Disqualified Prsn$500$500→ $0
Total Assets$42,536,378$37,954,337▼ $4,582,041
Other Assets Total$1,180,556$1,002,850▼ $177,706
Liabilities
Other Liabilities$3,989,224$4,014,112▲ $24,888
Grants Payable$138,462$104,735▼ $33,727
Accounts Payable and Accrued Expenses$4,091$8,820▲ $4,729
Total Liabilities$4,131,777$4,127,667▼ $4,110
Net Assets / Fund Balance
Net Assets With Donor Restrictions$38,000,993$33,383,142▼ $4,617,851
Net Assets Without Donor Restrictions$403,608$443,528▲ $39,920
Total Net Assets Fund Balance$38,404,601$33,826,670▼ $4,577,931
Total Liabilities and Net Assets / Fund Balance$42,536,378$37,954,337▼ $4,582,041

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,952,403-$1,952,403
Buildings$1,335,177$295,573$1,630,750
Equipment$4,739$37,764$42,503
Investment Program Related Org$4,000,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$38,000,993$885,104▼ $3,743,622$1,415,345$33,383,142
2020$32,219,685$383,134▲ $7,134,316$1,409,722$38,000,993
2019$32,085,801$390,705▲ $1,576,232$1,466,316$32,219,685
2018$31,663,914$214,706▲ $2,497,396$1,936,351$32,085,801
2017$26,675,770$3,189,914▲ $4,031,669$3,259,482$30,322,976
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel ThiesExecutive DirectorFT$81,600$9,048$90,648

Board Members and Trustees

NameTitle
John Talia CPAPresident
Rona Davison CPAVice President
Deacon Charlie HarballTrustee
Deacon Doug CordierTrustee
Fr Joe FlemingTrustee
Fr Tom HaffeyTrustee
Helen Mccarthy EsqTrustee
Jennifer SchmittTrustee
Laura Humberger CPA Pmp MbaTrustee
Lorraine DebruyckerTrustee
Rod ChristiaensTrustee
Ron JohnsonTrustee
Tim FoxTrustee
Erica MatelichSecretary
Jim Mcdonald CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$884,767
Program Service Revenue
$2,000
Investment Income
$952,347
Other Revenue
$341
All Other Contributions
$847,905
Change in Net Assets
$101,978

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5,000$110,063Avg Bal Date of Gift
Total Noncash Contributions5,000$110,063-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,439,359
Revenue Not Reported on Financial Statements
$400,096
Revenue Not Reported on Form 990
$-4,573,599
Total Revenue per Audited Statements
$-3,134,240
Total Revenue per Form 990
$1,839,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,537,511
Salaries, Compensation, and Employee Benefits$174,902
Grants and Similar Amounts Paid$25,064
Total Fundraising Expense$23,340
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$400,096--$400,096
Current Officers, Directors, Trustees, and Key Employees$65,374$35,333$5,299$106,006
Other Salaries and Wages$28,439$15,370$2,306$46,115
Depreciation Depletion$26,127$14,120$2,118$42,365
Grants to Domestic Orgs$25,064--$25,064
Fees for Services Other-$21,273-$21,273
Fees for Services Legal-$15,810-$15,810
Office Expenses$6,186$4,977$4,263$15,426
Information Technology$7,504$3,796$1,049$12,349
Payroll Taxes$7,611$4,113$617$12,341
Other Employee Benefits$5,483$2,963$445$8,891
Advertising$4,000-$4,000$8,000
Occupancy$3,700$2,000$300$6,000
Conferences and Meetings-$3,808-$3,808
Pension Plan Contributions$955$516$78$1,549
Travel$126$125$251$502
Insurance-$386-$386
Other Expenses$40$78$40$158
Total Functional Expenses$1,589,469$124,668$23,340$1,737,477

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,737,477
Total Expenses per Audited Statements$1,443,691
Expenses per Audited Statements$1,337,381
Expenses Not Reported on Financial Statements$400,096
Expenses Not Reported on Form 990$106,310
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roman Catholic Bishop of Helena - Diocese of HelenaHelena, MT501(c)(3)Unrestricted Donations to the Ministry.$25,064
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$500$500→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contribution Payable to Related Party$3,531,602
Annuity Obligation$312,270
Grant & Distribution Payable, Due to Related Party$162,883
In Kind Contribution Payable to Related Party$7,357
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed and approved by the executive committee of the board of trustees. It is then distributed to the full board of trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Members of the board and staff are covered under this policy. Each year every member of the board must review, update, and sign our conflict of interest statement which is kept on file at the foundation and reviewed by the executive director to see what level any conflict is at and make an assessment on what restrictions ought to be put in place. There were no restrictions imposed this year.”

Form 990, Part VI, Section B, Line 15

“The executive director has a performance review by the executive committee. The foundation participates in the annual salary survey through associated employers and data received from this is used when making salary changes.”

Form 990, Part VI, Section C, Line 19

“Financial statements are posted on the organization website. Other documents are retained in a fire-proof filing cabinet at the foundation and are available to review upon request.”

Filing and Contact Details

Filer

Filer Name
The Foundation for the Diocese of
EIN
81-0449307
Phone
4063897051
Address
PO BOX 1729, HELENA, MT 59624

Signing Officer

Name
Daniel Thies
Title
Executive Director
Phone
4064425820
Signed
2023-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Thies
Formed
1978
Legal Domicile
Mt
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
17

Preparer

Firm
Wipfli Llp
Address
101 EAST FRONT STREET 301, MISSOULA, MT 59802
Preparer
Sam Brunson CPA
Phone
4067281800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The foundation uses endowment funds to primarily provide charitable gifts to benefit the roman catholic diocese of helena and its parishes and ministries. In addition, it provides grants to public charities working with the ministries, usually for providing housing, food and shelter.”

PART X, LINE 2:

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. As a result, no provision for income tax is included in the consolidated financial statements. The foundation's policy is to evaluate the likelihood that its uncertain tax positions will prevail upon examination and is based on the regulations, revenue rulings, and court decisions and other evidence. Legendary lodge is a single-member limited liability company owned by the foundation, which results in legendary lodge being treated as a disregarded entity under irs guidelines. Therefore, there is no requirement for a separate exemption determination and the activities associated with legendary lodge are consolidated with the foundation's preparation and submission of form 990. The foundation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. Income tax returns remain open to examination by the federal and state taxing authorities for three years.”

Raw XML AppendixShowing 400 of 689 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt03627
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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).
IRS990/AdvertisingGrp/FundraisingAmt04000
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IRS990/Desc0GRANTS AND DISTRIBUTIONS: DISTRIBUTIONS MADE BY THE FOUNDATION OF ITS DONOR-DIRECTED TEMPORARY AND PERMANENT ENDOWMENT FUNDS TOTALED NEARLY $1.26 MILLION. THE FOUNDATION ALSO MADE GRANTS FROM ITS OWN UNRESTRICTED RESOURCES IN THE AMOUNT OF $85,000 TO HELP PROVIDE FUNDING FOR PARISHES OR PROGRAMS LACKING MONEY FOR SPECIFIC MINISTRIES OR PROJECTS AND TO ASSIST PARISHES WITH UNRESTRICTED RESOURCES DURING THE COVID-19 PANDEMIC. ADDITIONALLY, THE FOUNDATION BOARD DESIGNATED ITS OWN UNRESTRICTED RESOURCES DURING THE FISCAL YEAR AS FOLLOWS: $58,461 TO VARIOUS ENDOWMENT FUNDS WITHIN THE FOUNDATION AND $25,064 TO THE DIOCESE AS AN UNRESTRICTED GRANT.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1581600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt011853
IRS990/GainOrLossGrp/SecuritiesAmt0131479
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt025064
IRS990/GrantsPayableGrp/BOYAmt0138462
IRS990/GrantsPayableGrp/EOYAmt0104735
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025064
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025064
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt013700
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02779894
IRS990/GrossReceiptsAmt04489717
IRS990/GrossRentsGrp/RealAmt01
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01049
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03796
IRS990/InformationTechnologyGrp/ProgramServicesAmt07504
IRS990/InformationTechnologyGrp/TotalAmt012349
IRS990/InsuranceGrp/ManagementAndGeneralAmt0386
IRS990/InsuranceGrp/TotalAmt0386
IRS990/IntangibleAssetsGrp/BOYAmt01020
IRS990/IntangibleAssetsGrp/EOYAmt01020
IRS990/InvestmentIncomeGrp/ExclusionAmt0809015
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0809015
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt04042838
IRS990/InvestmentsProgramRelatedGrp/EOYAmt04029138
IRS990/InvestmentsPubTradedSecGrp/BOYAmt033614511
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026852225
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0333337
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03333308
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03292319
IRS990/LandBldgEquipCostOrOtherBssAmt03625656
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01847
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02648415
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt038404601
IRS990/NetAssetsOrFundBalancesEOYAmt033826670
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0143332
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0143332
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4687052
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0403608
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0443528
IRS990/NoncashContributionsAmt0110063
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0300
IRS990/OccupancyGrp/ManagementAndGeneralAmt02000
IRS990/OccupancyGrp/ProgramServicesAmt03700
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficeExpensesGrp/FundraisingAmt04263
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04977
IRS990/OfficeExpensesGrp/ProgramServicesAmt06186
IRS990/OfficeExpensesGrp/TotalAmt015426
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01180556
IRS990/OtherAssetsTotalGrp/EOYAmt01002850
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0445
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02963
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05483
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08891
IRS990/OtherExpensesGrp/Desc0ENDOWMENT DISTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1DONOR DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2REGISTRATION
IRS990/OtherExpensesGrp/FundraisingAmt02574
IRS990/OtherExpensesGrp/FundraisingAmt140
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt078
IRS990/OtherExpensesGrp/ProgramServicesAmt01008764
IRS990/OtherExpensesGrp/ProgramServicesAmt140
IRS990/OtherExpensesGrp/TotalAmt01008764
IRS990/OtherExpensesGrp/TotalAmt12574
IRS990/OtherExpensesGrp/TotalAmt2158
IRS990/OtherLiabilitiesGrp/BOYAmt03989224
IRS990/OtherLiabilitiesGrp/EOYAmt04014112
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02306
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015370
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt028439
IRS990/OtherSalariesAndWagesGrp/TotalAmt046115
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0617
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04113
IRS990/PayrollTaxesGrp/ProgramServicesAmt07611
IRS990/PayrollTaxesGrp/TotalAmt012341
IRS990/PensionPlanContributionsGrp/FundraisingAmt078
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0516
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0955
IRS990/PensionPlanContributionsGrp/TotalAmt01549
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DANIEL THIES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523920
IRS990/ProgramServiceRevenueGrp/Desc0MGT FEES - ANNUITY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02000
IRS990/ProgSrvcAccomActy2Grp/Desc0BUILDING 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 $31.7 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02001
IRS990/ProgSrvcAccomActy3Grp/Desc0CHARITABLE 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0382794
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt090884
IRS990/PYInvestmentIncomeAmt07871745
IRS990/PYOtherExpensesAmt01536395
IRS990/PYOtherRevenueAmt01913
IRS990/PYProgramServiceRevenueAmt02000
IRS990/PYRevenuesLessExpensesAmt06523087
IRS990/PYSalariesCompEmpBnftPaidAmt0108086
IRS990/PYTotalExpensesAmt01735365
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08258452
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt0500
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt0500
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0101978
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt036862
IRS990/RentalIncomeOrLossGrp/RealAmt01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0340
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0340
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067045
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0144109
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 1,856. 2018 AMOUNT: $ 3,041. 2019 AMOUNT: $ 1,397. 2020 AMOUNT: $ 715. 2021 AMOUNT: $ 0. CHANGE IN ALLOWANCE FOR DOUBTFUL PLEDGES - 2018 AMOUNT: $ 1,402. 2019 AMOUNT: $ 816. 2020 AMOUNT: $ 857. 2021 AMOUNT: $ 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0884767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0382794
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0390364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0509130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01804450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03971505
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0809356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0712603
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0769578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0968241
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0685443
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03945221
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01572
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02213
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04443
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01856
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010084
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50100
IRS990ScheduleA/PublicSupportPY170Pct00.56900

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