The Foundation for the Diocese of Helena
The Foundation for the Diocese of Helena reported $19.1 million in revenue and $17.7 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $92.54 went to program services, $0.83 to management and general costs and $6.63 to fundraising. Its largest source of revenue was contributions and grants: 83.9% of the total. The highest compensation it reported for one person was $111,273 (EXECUTIVE DIRECTOR). 1 person received more than $100,000 in reportable compensation. Revenue rose 882% between FY2020 and FY2025. Source: Form 990, FY2025.
Where $100 of spending went
The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $18MFor context, the median across 290 covered religion-related charities: $88.39 programs, $9.62 management, $1.99 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $19MThe 990 scorecard · same measures for every charity, no grades
| Measure | FY2025 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 92.5% | 86.0% |
| Management & general Part IX 25(C) ÷ 25(A) | 0.8% | 9.4% |
| Fundraising Part IX 25(D) ÷ 25(A) | 6.6% | 1.9% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.07 | $0.04 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 83.9% | 83.4% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 0.0% | 0.0% |
| Program service revenue share Part VIII 2g ÷ 12 | 0.0% | 2.3% |
| Highest reported compensation Part VII-A, columns D–F | $111,273 | $276,040 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 0.63% | 1.40% |
| People paid over $100,000 Part VII, line 2 | 1 | 4 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 35.6 | 12.7 |
| Independent voting board members Part VI 1a–1b | 14 of 14 | 90.9% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
FY2025 · Form 990, Part III · the three largest programs by expenseGrants and distributions: distributions made by the foundation of its donor-directed temporary and permanent endowment funds totaled nearly $1.45 million. The foundation also made grants from its own unrestricted resources in the amount of $79,764 to help provide funding for parishes or programs lacking money for specific ministries or projects and to assist parishes with unrestricted resources. Additionally, the foundation board designated its own unrestricted resources during the fiscal year as follows: $4,999 to various endowment funds within the foundation.the foundation continued to…
Building 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 $45 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
Charitable 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…
Highest reported compensation
FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| EXECUTIVE DIRECTOR Officer, 40.00 hrs/week | $107,873 | $0 | $3,400 | $111,273 |
1 people received more than $100,000 in reportable compensation from The Foundation for the Diocese of Helena (Part VII, line 2). Compensation of current officers, directors and key employees totaled $108K (Part IX, line 5).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b14 · 14 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13No
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aYes
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2No
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4No
- Over $15,000 of professional fundraising services Part IV 18Yes
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 53
- Volunteers Part I, line 614
Largest outside contractors
FY2025 · Form 990, Part VII, Section B · businesses only| COMMUNITY COUNSELLING SERVICE CO LLC Capital campaign services | $965,069 |
Individuals listed as contractors are left out. 1 contractors were paid more than $100,000 in all.
Private foundation grants it received
2 private foundations reported grants to The Foundation for the Diocese of Helena totaling $10,016 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.
Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.
Correct a figure or respond
Every number above is copied from The Foundation for the Diocese of Helena's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for The Foundation for the Diocese of Helena, you can publish a response that is linked from this page.
Share or embed this breakdown
Of every $100 The Foundation for the Diocese of Helena spent in FY2025, $92.54 went to programs. The full breakdown, from its IRS Form 990:
Embed on your site
Similar-sized charities in this cause
- Fabricators & Manufacturers Assoc IntlElgin, IL · revenue $19M · programs 74.8% · 2024
- Star-K CertificationBaltimore, MD · revenue $19M · programs 95.2% · 2024
- Minnie Slaughter Veal FundDallas, TX · revenue $19M · programs 86.9% · 2024
- New Song MinistriesBall Ground, GA · revenue $19M · programs 100.0% · FY2025
- Insight for LivingFrisco, TX · revenue $19M · programs 83.2% · FY2025
All religion-related charities · Largest charities in Montana
Questions people ask
How much of The Foundation for the Diocese of Helena's spending goes to programs?
In the fiscal year ending June 30, 2025, The Foundation for the Diocese of Helena reported that 92.5% of its $17.7 million in expenses went to program services, 0.8% to management and general and 6.6% to fundraising (Form 990, Part IX).
How much does The Foundation for the Diocese of Helena pay its top executive?
The largest total compensation The Foundation for the Diocese of Helena reported for one person in the fiscal year ending June 30, 2025 was $111,273, for the role of EXECUTIVE DIRECTOR (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does The Foundation for the Diocese of Helena get its money?
Of $19.1 million in revenue in the fiscal year ending June 30, 2025, 83.9% came from contributions and grants and 0.0% from program service revenue (Form 990, Part VIII).
Is The Foundation for the Diocese of Helena a registered charity?
The IRS lists EIN 81-0449307 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202631359349312083 · read the filing
- FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202501219349300605 · read the filing
- FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202401319349303015 · read the filing
- FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202341359349305449 · read the filing
- FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202220709349302002 · read the filing
- FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202140699349300339 · read the filing
All filings for EIN 81-0449307: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.