CATHOLIC SOCIAL SERVICES OF MONTANA

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

SCOTT HELD

Phone

4064424130

Tax Period

2024-07-01 to 2025-06-30

CATHOLIC SOCIAL SERVICES OF MONTANA, founded in 1953, is a small nonprofit that reported $825K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $209K, a strong 25% operating margin.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $149,816

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...

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.

Program 2

Expenses: $81,462

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...

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.

Program 3

Expenses: $186,664

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $611,359

Program Service Revenue $196,480

Investment Income $11,383

Other Revenue $5,799

TOTAL REVENUE $825,021

Expense Breakdown

Grants Paid $6,563

Salaries & Benefits $399,449

Fundraising Expenses $14,732

Program Expenses $565,937

Other Expenses $210,386

TOTAL EXPENSES $616,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$825,021	$529,703	+0.6%
Expenses	$616,398	$548,232	+0.1%
Net Income	$208,623	$-18,529	-12.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$77,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT HELD	EXECUTIVE DIRECTOR	40.00	Officer	$77,250	$0	$77,250
REV RYAN ERLENBUSH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH PHIPPS	PRESIDENT	1.00	Officer Director	$0	$0	$0
LAURE PENGELLY DRAKE	TREASURER	1.00	Officer Director	$0	$0	$0
MOST REV AUSTIN VETTER	DIRECTOR	1.00	Director	$0	$0	$0
DEACON BERNARD MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
ROY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
COREEN GLEN	DIRECTOR	1.00	Director	$0	$0	$0
REVEREND CRAIG HANLEY	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE BARILLE	DIRECTOR	1.00	Director	$0	$0	$0
DAN HALLSTEN	DIRECTOR	1.00	Director	$0	$0	$0
MOST REV JEFFREY FLEMING	DIRECTOR	1.00	Director	$0	$0	$0
JIM CARNEY	DIRECTOR	1.00	Director	$0	$0	$0
VERY REV MSGR DAN WATHEN	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$825,021	$616,398	$687,348	$208,623
2024	$529,703	$548,232	$504,553	$-18,529
2023	$550,716	$470,224	$523,746	$80,492
2022	$365,790	$381,047	$427,517	$-15,257
2021	$535,268	$395,773	$445,231	$139,495
2020	$610,980	$530,268	$320,107	$80,712
2019	$527,449	$535,009	$217,615	$-7,560
2018	$522,951	$493,474	$218,037	$29,477