Catholic Social Services of Montana Inc
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.
Key facts about Catholic Social Services of Montana Inc
- EIN
- 81-0245570
- Latest 990 filing
- Form 990, 2025
- Total assets
- $687,348
Data from IRS Form 990, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$687K
+36.2% YoY
Revenue
$825K
+55.8% YoY
Net Investment Income
$11K
+49.6% YoY
Expenses
$616K
+12.4% YoY
About Catholic Social Services of Montana Inc
Based on IRS filings
Catholic Social Services of Montana Inc is a public charity, based in Helena, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $687K in total assets. Net investment income was $11K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $325 (2020) to $50K (2023). In 2024 it reported $10K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 2 grants of 3 (67%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $687,348 | $504,553 | $523,746 |
| Revenue | $825,021 | $529,703 | $550,716 |
| Expenses | $616,398 | $548,232 | $470,224 |
| Net Investment Income | $11,383 | $7,608 | $10,700 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS June 18, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS April 22, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 30, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS January 27, 2025)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Catholic Social Services of Montana Inc is led by Scott Held, Executive Director on every filing since 2022; 1 of 14 officers listed in 2025 is compensated.
Officers on the 2025 filing
Scott Held
Executive Director
On filings since 2022
40 hrs/week
$37K (2023) → $77K (2025)
Sarah Phipps
President
Director → Vice President, 2023
Vice President → President, 2025
On filings since 2022
1 hr/week
No compensation reported
Coreen Glen
Director
On filings since 2019
1 hr/week
No compensation reported
Most Rev Austin Vetter
Director
On filings since 2020
1 hr/week
No compensation reported
Dan Hallsten
Director
On filings since 2022
1 hr/week
No compensation reported
Roy Brown
Director
On filings since 2022
1 hr/week
No compensation reported
Reverend Craig Hanley
Director
On filings since 2023
1 hr/week
No compensation reported
Jim Carney
Director
On filings since 2024
1 hr/week
No compensation reported
Most Rev Jeffrey Fleming
Director
On filings since 2024
1 hr/week
No compensation reported
Very Rev Msgr Dan Wathen
Director
On filings since 2024
1 hr/week
No compensation reported
Deacon Bernard McCarthy
Director
New on the 2025 filing
1 hr/week
No compensation reported
Jackie Barille
Director
New on the 2025 filing
1 hr/week
No compensation reported
Laure Pengelly Drake
Treasurer
Secretary & Treasurer → Treasurer, 2022
On filings since 2019
1 hr/week
No compensation reported
Ryan Erlenbush
Vice President
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (15)
- Former: Reverend Cory Sticha (2023–2024) — President
- Former: Debi Rolfing (2024) — Director
- Former: Deacon Charles Harball (2019–2023) — Director
- Former: Monica Gallegos-Laeupple (2019–2023) — Director
- Former: Most Rev Michael Warfel (2019–2023) — Director
- Former: Candace Cain (2019–2022) — Director
- Former: Twila Costigan Lcsw (2019–2022) — Executive Director
- Former: Cory Sticha (2020–2022) — Director
- Former: Allen Cormany (2021–2022) — Director
- Former: Craig Hanley (2022) — Director
- Former: Mike Mayott (2019–2021) — Director
- Former: Richard Francesco (2019–2021) — Director
- Former: Ron Kazmierczak (2019–2020) — Director
- Former: David Wilkins (2019) — Director
- Former: Msgr Kevin S. O'Neill (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $77K, to Scott Held (Executive Director).
Frequently asked questions about Catholic Social Services of Montana Inc
How large is Catholic Social Services of Montana Inc?
Catholic Social Services of Montana Inc reported $687K in total assets on its 2025 IRS Form 990. Its revenue that year was $825K.
Where does Catholic Social Services of Montana Inc operate?
Catholic Social Services of Montana Inc has awarded grants in Iowa, Montana.
What is Catholic Social Services of Montana Inc's EIN?
Catholic Social Services of Montana Inc's EIN (Employer Identification Number) is 81-0245570. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings.
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