# Foundation for the Diocese of Helena Inc

Helena, Montana. EIN 81-0449307.
Exempt and current.

Source: IRS public records as of October 13, 2026, as shown by the Alleviate Index. https://index.alleviate.org/org/foundation-for-the-diocese-of-helena-inc-810449307

## At a glance

Figures come from the organization’s Form 990 for the fiscal year ending June 2025, as recorded by the IRS.

- Revenue: $19,071,109 (FY2025)
- Assets: $71,903,287 (Year end)
- Required return: None required (The IRS file shows no annual return requirement)
- Fiscal year: July to June (Ends in June)
- Focus: Christianity (NTEE X20, religion)
- Charity type: Publicly supported (170(b)(1)(A)(vi))

## What is due, and when

The IRS file shows no annual return requirement for this organization, so there are no federal dates to list.

- State: Montana charitable solicitation registration. Montana does not require charities to register before they ask for contributions. Regulator: Office of Consumer Protection, Montana Department of Justice (https://dojmt.gov/office-of-consumer-protection/).

## When each return reached the IRS

From IRS records of electronically filed returns. The IRS record date is the date in the IRS’s own record of each return. It is not a legal filing date, and extensions are not public.

| Fiscal year | Form | IRS record date | Due date | Note |
| --- | --- | --- | --- | --- |
| FY2025 | Form 990 | May 15, 2026 | November 17, 2025 |  |
| FY2024 | Form 990 | May 1, 2025 | November 15, 2024 |  |
| FY2023 | Form 990 | May 10, 2024 | November 15, 2023 |  |
| FY2022 | Form 990 | May 15, 2023 | November 15, 2022 |  |

Returns for fiscal years before 2021, and returns the IRS record cannot date, are not listed.

## What the IRS lists say

Three IRS lists, read each month. This is a display of what they show, not a determination of status.

- Exempt status: Listed as exempt. The IRS list of exempt organizations. As of October 13, 2026.
- Deductible donations: Listed. The IRS list of organizations eligible to receive tax deductible contributions. Listed with code PC (public charity). As of October 13, 2026.
- Automatic revocation: Not on the list. The IRS list of organizations whose exemption was revoked for not filing three years in a row. As of October 13, 2026.

## Against religion organizations of similar size, nationwide

Fewer than ten such organizations report in Montana, so the group is national: 450 public charities with this focus and revenue over $5M on a recent return. The shaded band is the middle half of the group.

Revenue scale from $5M to $36.8M. Foundation for the Diocese of Helena Inc at $19.1M, peer median at $9.46M.

- Revenue rank: 77th percentile (Among the 450 peers)
- Assets held: About 3.8 years (Of annual revenue, from public figures)
- Age: Younger than most (Approved 2018; the median peer, 2000)

## What public data cannot tell you

A 990 shows money in and money out. It cannot show whether programs, outcomes, funding and compliance live in one place, or how long a funder report takes to produce. The five pillars below are scored only by the organization itself.

- Mission & Strategic Clarity: Unscored
- Stakeholders & Positioning: Unscored
- Programs & Program Design: Unscored
- Evidence, Data & Storytelling: Unscored
- Systems, Governance & Readiness: Unscored

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