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).
Public Charity
THE FOUNDATION FOR THE DIOCESE OF HELENA INC
Based in HELENA, MT, THE FOUNDATION FOR THE DIOCESE OF HELENA INC operates as a Public Charity. The organization reported $19.1M in revenue, $17.7M in expenses, $71.9M in total assets for fiscal year 2025. Imperigo tracks 13 reported grant relationships connected to this organization totaling approximately $1.3M.
EIN: 810449307
HELENA, MT
Christianity
NTEE: X20
Latest filing: 2025
Total Revenue$19.1M
Total Expenses$17.7M
Total Assets$71.9M
Grant Records13
Funding Total$1.3M
Filing Years2021–2025
Where $100 goes at The Foundation for the Diocese of Helena Inc
How The Foundation for the Diocese of Helena Inc divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$91
Programs
the work itself
$2
Management
running the organization
$7
Fundraising
raising the next dollar
Inside the $91 for programs
$31
Grants and distributions
$30
Building and managing permanent endowments
$30
Charitable planning expertise
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
RELIGIOUS
$333,334
RELIGION RELATED
$73,100
PUBLIC BENEFIT
$50,000
FOR RECIPIENT'S EXEMPT PURPOSE
$29,000
For grant recipient's exempt purposes
$28,050
Showing up to 5 of 13 total records — full history available with membership.
Officers & Directors
TREASURER
Carl Rummel Cgma Cpa
EXECUTIVE DIRECTOR
Daniel Thies
TRUSTEE
Deacon Charlie Harball
TRUSTEE
Dwight O'hara
VICE PRESIDENT
Erica Matelich
SECRETARY
Fr Joe Fleming
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $19.1M | $17.7M | $71.9M |
| 2024 | $24.3M | $18.8M | $61.6M |
| 2023 | $4.2M | $2.5M | $43.1M |
| 2022 | $1.8M | $1.7M | $38.0M |
| 2021 | $8.3M | $1.7M | $42.5M |
Between 2021 and 2025, reported annual revenue grew from $8.3M to $19.1M (+131%), with total assets most recently reported at $71.9M.
Interactive year-over-year charts and full filing details available with membership.