Civic Intelligence

Ursuline Centre Historical Foundation Inc

990 • Fiscal year 2020 • EIN 81-0436302

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 06, 2020

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

58th percentile

0.16x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

17.71x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

52nd percentile

6.3%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

26th percentile

-1.7%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-69%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,987,852

Down $50,998 (-1.7%) from 2019

Net Assets

Down

$2,500,913

Down $22,649 (-0.9%) from 2019

Liabilities

Down

$486,939

Down $28,349 (-5.5%) from 2019

Revenue

Down

$27,492

Down $59,954 (-69%) from 2019

Expenses

Up

$25,756

Up $5,689 (+28%) from 2019

Net Income

Down

$1,736

Down $65,643 (-97%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$2,987,852
Liabilities$486,939
Net Assets$2,500,913

Operations Trend

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

2020

Revenue$27,492
Expenses$25,756
Net Income$1,736
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 6, 2020
Return Version
2019v5.1
Gross Receipts
$27,492
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$386,872$370,018▼ $16,854
Savings and Temporary Cash Investments$137,423$67,708▼ $69,715
Accounts Receivable-$60,961-
Cash and Non-Interest-Bearing Accounts$43,791$18,061▼ $25,730
Total Assets$3,038,850$2,987,852▼ $50,998
Other Assets Total$18,735$19,075▲ $340
Liabilities
Mortgage Notes Payable Secured by Investment Property$502,376$486,627▼ $15,749
Other Liabilities$1,165$287▼ $878
Accounts Payable and Accrued Expenses$11,747$25▼ $11,722
Total Liabilities$515,288$486,939▼ $28,349
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,054,989$2,032,305▼ $22,684
Net Assets With Donor Restrictions$468,573$468,608▲ $35
Total Net Assets Fund Balance$2,523,562$2,500,913▼ $22,649
Total Liabilities and Net Assets / Fund Balance$3,038,850$2,987,852▼ $50,998

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$392,424---$392,424
2018$392,424---$392,424
2017$392,424---$392,424
2016$392,424---$392,424
2015$392,424---$392,424
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard MartinPresident
Tom WaldVice President
Ben MeyersDirector
Dr Sean DonnellyDirector
Jody KalafatDirector
Mary Lester BoweDirector
Mary SomerfeldDirector
Sr Francis Porter OsuDirector
Harry TholenSec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$16,428
Program Service Revenue
$0
Investment Income
$11,064
Other Revenue
$0
All Other Contributions
$6,428
Change in Net Assets
$1,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,756
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-$17,811-$17,811
Fees for Service Investment Mgmnt Fees-$2,897-$2,897
Other Expenses-$559-$559
Total Functional Expenses$0$25,756$0$25,756
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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$287
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
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 available 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
Richard Martin
Title
President
Phone
4064528585
Signed
2020-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Martin
Formed
1996
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
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 Appendix393 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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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016428
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08469
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0115825
IRS990ScheduleA/Total509Grp/TotalAmt0273214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt027492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0134765
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0329734
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0392424
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0392424
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0392424
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0392424
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0392424
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0392424
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0392424
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0392424
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0392424
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0392424
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02452029
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02452029
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0287
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITIES PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME FROM FUNDS USED TO MAINTAIN AND IMPROVE AN HISTORICAL STRUCTURE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02452029
IRS990ScheduleD/TotalLiabilityAmt0287
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 AVAILABLE 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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03038850
IRS990/TotalAssetsEOYAmt02987852
IRS990/TotalAssetsGrp/BOYAmt03038850
IRS990/TotalAssetsGrp/EOYAmt02987852
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016428
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025756
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt025756
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0515288
IRS990/TotalLiabilitiesEOYAmt0486939
IRS990/TotalLiabilitiesGrp/BOYAmt0515288
IRS990/TotalLiabilitiesGrp/EOYAmt0486939
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02523562
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02500913
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011064
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt027492
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03038850
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02987852
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02300 CENTRAL AVE
IRS990/USAddress/CityNm0GREAT FALLS
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059401
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.URSULINECENTRE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04064528585
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-06
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/AtSubmissionCreationDeviceId04649C3D329FE108D6DB90C7987A557E58AFF8288
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04649C3D329FE108D6DB90C7987A557E58AFF8288
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.174.36.34
ReturnHeader/FilingSecurityInformation/IPDt02020-10-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm008:20:26
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/ReturnTs02020-10-07T20:29:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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
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