Civic Intelligence

Ursuline Centre Historical Foundation Inc

990 • Fiscal year 2018 • EIN 81-0436302

Jul 01, 2017 to Jun 30, 2018 • Filed on May 21, 2019

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

(406) 452-8585

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.18x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

97th percentile

7.79x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

51st percentile

1.3%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

0.8%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$2,988,330

Up $39,323 (+1.3%) from 2017

Net Assets

Up

$2,449,127

Up $72,870 (+3.1%) from 2017

Liabilities

Down

$539,203

Down $33,547 (-5.9%) from 2017

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin95th percentile

Revenue

Up

$69,201

Up $538 (+0.8%) from 2017

Expenses

Down

$22,136

Down $4,379 (-17%) from 2017

Net Income

Up

$47,065

Up $4,917 (+12%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2018

Assets$2,988,330
Liabilities$539,203
Net Assets$2,449,127
Open 2018 Filing

Operations Trend

Revenue Growth42nd 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

2018

Revenue$69,201
Expenses$22,136
Net Income$47,065
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 21, 2019
Return Version
2017v2.3
Gross Receipts
$69,201
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 a historical structure

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,452,029$2,452,029→ $0
Investments in Publicly Traded Securities$336,465$366,755▲ $30,290
Savings and Temporary Cash Investments$136,583$136,887▲ $304
Cash and Non-Interest-Bearing Accounts$6,054$14,243▲ $8,189
Total Assets$2,949,007$2,988,330▲ $39,323
Other Assets Total$17,876$18,416▲ $540
Liabilities
Mortgage Notes Payable Secured by Investment Property$551,656$516,153▼ $35,503
Accounts Payable and Accrued Expenses$17,807$21,115▲ $3,308
Other Liabilities$3,287$1,935▼ $1,352
Total Liabilities$572,750$539,203▼ $33,547
Net Assets / Fund Balance
Unrestricted Net Assets$1,983,833$1,980,584▼ $3,249
Permanently Rstr Net Assets$392,424$392,424→ $0
Temporarily Rstr Net Assets-$76,119-
Total Net Assets Fund Balance$2,376,257$2,449,127▲ $72,870
Total Liabilities and Net Assets / Fund Balance$2,949,007$2,988,330▲ $39,323

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$392,424---$392,424
2016$392,424---$392,424
2015$392,424---$392,424
2014$392,424---$392,424
2013$388,810$3,614--$392,424
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
$52,690
Program Service Revenue
$0
Investment Income
$7,378
Other Revenue
$9,133
All Other Contributions
$52,690
Change in Net Assets
$47,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,136
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-$20,737-$20,737
Fees for Service Investment Mgmnt Fees-$1,399-$1,399
Total Functional Expenses$0$22,136$0$22,136
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,133
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$1,935
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 contact the ursuline centre during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Ursuline Centre Historical Foundation
EIN
81-0436302
Phone
4064528585
Address
2300 CENTRAL AVE, GREAT FALLS, MT 59401

Signing Officer

Name
Harry Tholen
Title
Secretary/treasurer
Phone
4064528585
Signed
2019-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harry Tholen
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
Gerard K Schmitz
Phone
4067614645
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

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

Raw XML Appendix355 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02452029
IRS990ScheduleD/TotalLiabilityAmt01935
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 CONTACT 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/TemporarilyRstrNetAssetsGrp/EOYAmt076119
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02949007
IRS990/TotalAssetsEOYAmt02988330
IRS990/TotalAssetsGrp/BOYAmt02949007
IRS990/TotalAssetsGrp/EOYAmt02988330
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt052690
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022136
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt022136
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0572750
IRS990/TotalLiabilitiesEOYAmt0539203
IRS990/TotalLiabilitiesGrp/BOYAmt0572750
IRS990/TotalLiabilitiesGrp/EOYAmt0539203
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02376257
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02449127
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016511
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt069201
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02949007
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02988330
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01983833
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01980584
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02300 CENTRAL AVE
IRS990/USAddress/CityNm0GREAT FALLS
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059401
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.URSULINECENTRE.COM
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY THOLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04064528585
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0URSULINE CENTRE HISTORICAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0URSU
ReturnHeader/Filer/EIN0810436302
ReturnHeader/Filer/PhoneNum04064528585
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 CENTRAL AVE
ReturnHeader/Filer/USAddress/CityNm0GREAT FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A8E9B0A14B7BA66EA0CD42F5779360725EEE3698
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04649C3D329FE108D6DB90C7987A557E58AFF8288
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.174.36.34
ReturnHeader/FilingSecurityInformation/IPDt02019-05-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm009:36:17
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/PreparerPersonNm0GERARD K SCHMITZ
ReturnHeader/ReturnTs02019-05-22T10:10:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,988,330
Liabilities
$539,203
Net assets
$2,449,127
Revenue
$69,201
Expenses
$22,136
Net income
$47,065
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
2018Detailed filing. Detailed filing data is available for this year.$2.99$0.54$2.45$0.07$0.02$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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