Civic Intelligence

Ursuline Centre Historical Foundation Inc

990 • Fiscal year 2017 • EIN 81-0436302

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

Organization ProfileWWW.URSULINECENTRE.COM
2300 Central AveGreat Falls, MT 59401

(406) 761-4645

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.19x

Higher debt load relative to assets than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

8.34x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

43rd percentile

1.1%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$2,949,007

Up $31,860 (+1.1%) from 2016

Net Assets

Up

$2,376,257

Up $41,554 (+1.8%) from 2016

Liabilities

Down

$572,750

Down $9,694 (-1.7%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin94th percentile

Revenue

Down

$68,663

Down $59,692 (-47%) from 2016

Expenses

Down

$26,515

Down $53,278 (-67%) from 2016

Net Income

Down

$42,148

Down $6,414 (-13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,058,366Liabilities 2011: $153,813Net Assets 2011: $1,904,5532011Assets 2012: $2,087,576Liabilities 2012: $153,366Net Assets 2012: $1,934,2102012Assets 2013: $1,906,803Liabilities 2013: $24,570Net Assets 2013: $1,882,2332013Assets 2014: $2,360,752Liabilities 2014: $24,481Net Assets 2014: $2,336,2712014Assets 2015: $2,902,114Liabilities 2015: $619,244Net Assets 2015: $2,282,8702015Assets 2016: $2,917,147Liabilities 2016: $582,444Net Assets 2016: $2,334,7032016Assets 2017: $2,949,007Liabilities 2017: $572,750Net Assets 2017: $2,376,2572017Assets 2018: $2,988,330Liabilities 2018: $539,203Net Assets 2018: $2,449,1272018Assets 2019: $3,038,850Liabilities 2019: $515,288Net Assets 2019: $2,523,5622019Assets 2020: $2,987,852Liabilities 2020: $486,939Net Assets 2020: $2,500,9132020Assets 2021: $3,076,595Liabilities 2021: $450,308Net Assets 2021: $2,626,2872021Assets 2022: $3,020,284Liabilities 2022: $486,934Net Assets 2022: $2,533,3502022Assets 2023: $3,081,123Liabilities 2023: $454,708Net Assets 2023: $2,626,4152023Assets 2024: $3,043,467Liabilities 2024: $377,036Net Assets 2024: $2,666,4312024Assets 2025: $3,034,129Liabilities 2025: $307,036Net Assets 2025: $2,727,0932025

Highlighted filing

2017

Assets$2,949,007
Liabilities$572,750
Net Assets$2,376,257
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $53,2342011Expenses 2012: $215,1302012Expenses 2013: $332,1962013Revenue 2014: $68,023Expenses 2014: $19,590Net Income 2014: $48,4332014Revenue 2015: $14,531Expenses 2015: $67,930Net Income 2015: -$53,3992015Revenue 2016: $128,355Expenses 2016: $79,793Net Income 2016: $48,5622016Revenue 2017: $68,663Expenses 2017: $26,515Net Income 2017: $42,1482017Revenue 2018: $69,201Expenses 2018: $22,136Net Income 2018: $47,0652018Revenue 2019: $87,446Expenses 2019: $20,067Net Income 2019: $67,3792019Revenue 2020: $27,492Expenses 2020: $25,756Net Income 2020: $1,7362020Revenue 2021: $41,401Expenses 2021: $36,997Net Income 2021: $4,4042021Revenue 2022: $86,542Expenses 2022: $69,517Net Income 2022: $17,0252022Revenue 2023: $93,383Expenses 2023: $40,527Net Income 2023: $52,8562023Revenue 2024: $59,655Expenses 2024: $60,860Net Income 2024: -$1,2052024Revenue 2025: $96,843Expenses 2025: $21,021Net Income 2025: $75,8222025

Highlighted filing

2017

Revenue$68,663
Expenses$26,515
Net Income$42,148
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$68,663
Mission and Program Overview

Mission

Raise funds to repair and improve the ursuline centre built in 1912. It is listed as a national historical structure.

Repair & improve an historical structure

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,452,029$2,452,029→ $0
Investments in Publicly Traded Securities$282,818$336,465▲ $53,647
Savings and Temporary Cash Investments$164,586$136,583▼ $28,003
Investments Other Securities$16,567$17,876▲ $1,309
Cash and Non-Interest-Bearing Accounts$1,147$6,054▲ $4,907
Total Assets$2,917,147$2,949,007▲ $31,860
Liabilities
Mortgage Notes Payable Secured by Investment Property$584,138$551,656▼ $32,482
Accounts Payable and Accrued Expenses$-5,000$17,807▲ $22,807
Other Liabilities$3,306$3,287▼ $19
Total Liabilities$582,444$572,750▼ $9,694
Net Assets / Fund Balance
Unrestricted Net Assets$1,942,279$1,983,833▲ $41,554
Permanently Rstr Net Assets$392,424$392,424→ $0
Total Net Assets Fund Balance$2,334,703$2,376,257▲ $41,554
Total Liabilities and Net Assets / Fund Balance$2,917,147$2,949,007▲ $31,860

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,452,029-$2,452,029

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$392,424---$392,424
2015$392,424---$392,424
2014$392,424---$392,424
2013$388,810$3,614--$392,424
2012$388,810---$388,810
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Richard MartinDirector
Douglas N WilsonPres
Harry TholenSec/treas
Sister Francis PorterVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$7,196
Program Service Revenue
$0
Investment Income
$9,260
Other Revenue
$52,207
All Other Contributions
$7,196
Change in Net Assets
$42,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,515
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$18,255$611-$18,866
Fees for Service Investment Mgmnt Fees-$4,839-$4,839
Other Expenses$2,212--$2,212
Office Expenses-$598-$598
Total Functional Expenses$20,467$6,048$0$26,515
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,273
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuities Payable$3,287
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“All board memebers are provided with a copy of the form 990. It is reviewed and approved at the next board meeting.”

Form 990, Part VI, Section B, Line 12C

“Generally reviewed at each board meeting”

Form 990, Part VI, Section B, Line 15

“No compensated officers or highly paid employees”

Form 990, Part VI, Section C, Line 18

“All governing documents are availible to review during normal business hours.”

Form 990, Part VI, Section C, Line 19

“Anyone requesting to review the form 990 and form 1023 may request the revie at the ursuline centre during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Ursuline Centre Historical Foundation
EIN
81-0436302
Phone
4067614645
Address
2300 CENTRAL AVE, GREAT FALLS, MT 59401

Signing Officer

Name
Douglas N Wilson
Title
President
Phone
4067614645
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas N Wilson
Formed
1996
Legal Domicile
Mt
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Douglas Wilson & Company Pc
Address
1000 FIRST AVENUE SOUTH, GREAT FALLS, MT 59401
Preparer
Randal J Boysun
Phone
4067614645
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Income from funds used to maintain and improve an historical structure”

Raw XML Appendix374 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0392424
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0392424
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0392424
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0388810
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03614
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0392424
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0388810
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0388810
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02452029
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02452029
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03287
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITIES PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME FROM FUNDS USED TO MAINTAIN AND IMPROVE AN HISTORICAL STRUCTURE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02452029
IRS990ScheduleD/TotalLiabilityAmt03287
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMEBERS ARE PROVIDED WITH A COPY OF THE FORM 990. IT IS REVIEWED AND APPROVED AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERALLY REVIEWED AT EACH BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO COMPENSATED OFFICERS OR HIGHLY PAID EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS ARE AVAILIBLE TO REVIEW DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANYONE REQUESTING TO REVIEW THE FORM 990 AND FORM 1023 MAY REQUEST THE REVIE AT THE URSULINE CENTRE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02917147
IRS990/TotalAssetsEOYAmt02949007
IRS990/TotalAssetsGrp/BOYAmt02917147
IRS990/TotalAssetsGrp/EOYAmt02949007
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07196
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06048
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020467
IRS990/TotalFunctionalExpensesGrp/TotalAmt026515
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0582444
IRS990/TotalLiabilitiesEOYAmt0572750
IRS990/TotalLiabilitiesGrp/BOYAmt0582444
IRS990/TotalLiabilitiesGrp/EOYAmt0572750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02334703
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02376257
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020467
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01273
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt060194
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068663
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02917147
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02949007
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01942279
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01983833
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01000 1ST AV S
IRS990/USAddress/CityNm0GREAT FALLS
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059401
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.URSULINECENTRE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS N WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04067614645
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0URSULINE CENTRE HISTORICAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0URSU
ReturnHeader/Filer/EIN0810436302
ReturnHeader/Filer/PhoneNum04067614645
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 CENTRAL AVE
ReturnHeader/Filer/USAddress/CityNm0GREAT FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId025F0914B1FF321F470193AC0C242F43DCB653206
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025F0914B1FF321F470193AC0C242F43DCB653206
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.174.36.34
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm011:11:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810446334
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGLAS WILSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 FIRST AVENUE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059401
ReturnHeader/PreparerPersonGrp/PhoneNum04067614645
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDAL J BOYSUN
ReturnHeader/ReturnTs02018-05-15T14:41:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,949,007
Liabilities
$572,750
Net assets
$2,376,257
Revenue
$68,663
Expenses
$26,515
Net income
$42,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.31$2.73$0.10$0.02$0.08
2024Summary only. Only limited summary data is available for this year.$3.04$0.38$2.67$0.06$0.06$0.00
2023Summary only. Only limited summary data is available for this year.$3.08$0.45$2.63$0.09$0.04$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.49$2.53$0.09$0.07$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.45$2.63$0.04$0.04$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.49$2.50$0.03$0.03$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.52$2.52$0.09$0.02$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.54$2.45$0.07$0.02$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.57$2.38$0.07$0.03$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.58$2.33$0.13$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.62$2.28$0.01$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.36$0.02$2.34$0.07$0.02$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.02$1.88$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.15$1.93$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.15$1.90$0.05