Civic Intelligence

Historic St Mary'S Mission Inc

EIN 81-0471065 • 501(c)3 • Stevensville, MT

Profile

Historic st. Mary's mission, inc. Preserves the st. Mary's mission historic site and provides an educational experience for students, historians, travelers, and our local communities.

PO Box 211Stevensville, MT 59870

www.saintmarysmission.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$24,249

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 24.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

9.3%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$706,185

Up $47,422 (+7.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$706,185

Up $47,422 (+7.2%) from 2023

Revenue

Up

$97,317

Up $8,294 (+9.3%) from 2023

Expenses

Down

$87,242

Down $1,274 (-1.4%) from 2023

Net Income

Up

$10,075

Up $9,568 (+1887%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $28,057Liabilities 2011: $02011Assets 2012: $31,061Liabilities 2012: $4922012Assets 2013: $22,715Liabilities 2013: $02013Assets 2014: $26,158Liabilities 2014: $02014Assets 2017: $386,090Liabilities 2017: $406Net Assets 2017: $385,6842017Assets 2018: $556,581Liabilities 2018: $0Net Assets 2018: $556,5812018Assets 2019: $604,297Liabilities 2019: $0Net Assets 2019: $604,2972019Assets 2020: $658,799Liabilities 2020: $0Net Assets 2020: $658,7992020Assets 2021: $713,121Liabilities 2021: $0Net Assets 2021: $713,1212021Assets 2022: $623,629Liabilities 2022: $0Net Assets 2022: $623,6292022Assets 2023: $658,763Liabilities 2023: $0Net Assets 2023: $658,7632023Assets 2024: $706,185Liabilities 2024: $0Net Assets 2024: $706,1852024

Highlighted filing

2024

Assets$706,185
Liabilities$0
Net Assets$706,185

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $30,740Expenses 2011: $35,011Net Income 2011: -$4,2712011Revenue 2012: $33,921Expenses 2012: $32,965Net Income 2012: $9562012Revenue 2013: $31,741Expenses 2013: $36,414Net Income 2013: -$4,6732013Revenue 2014: $40,378Expenses 2014: $38,531Net Income 2014: $1,8472014Revenue 2017: $410,595Expenses 2017: $41,245Net Income 2017: $369,3502017Revenue 2018: $234,503Expenses 2018: $49,925Net Income 2018: $184,5782018Revenue 2019: $69,988Expenses 2019: $57,313Net Income 2019: $12,6752019Revenue 2020: $94,095Expenses 2020: $62,575Net Income 2020: $31,5202020Revenue 2021: $83,210Expenses 2021: $66,872Net Income 2021: $16,3382021Revenue 2022: $81,937Expenses 2022: $67,404Net Income 2022: $14,5332022Revenue 2023: $89,023Expenses 2023: $88,516Net Income 2023: $5072023Revenue 2024: $97,317Expenses 2024: $87,242Net Income 2024: $10,0752024

Highlighted filing

2024

Revenue$97,317
Expenses$87,242
Net Income$10,075

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 3, 2025
Return Version
2024v5.0
Gross Receipts
$126,670
Mission and Program Overview

Mission

Historic st. Mary's mission, inc. Preserves the st. Mary's mission historic site and provides an educational experience for students, historians, travelers, and our local communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$288,359$269,054▼ $19,305
Investments in Publicly Traded Securities$191,048$223,428▲ $32,380
Land, Buildings, and Equipment, Net$105,299$114,892▲ $9,593
Savings and Temporary Cash Investments$34,695$44,337▲ $9,642
Cash and Non-Interest-Bearing Accounts$29,360$42,320▲ $12,960
Inventories for Sale or Use$10,002$12,154▲ $2,152
Total Assets$658,763$706,185▲ $47,422
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$658,763$706,185▲ $47,422
Total Net Assets Fund Balance$658,763$706,185▲ $47,422
Total Liabilities and Net Assets / Fund Balance$658,763$706,185▲ $47,422

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$105,655$17,963$123,618
Equipment$6,839$11,436$18,275
Other Land Buildings$2,398$8,162$10,560
Other Securities$48,590--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dora BradtExecutive DirectorPT$24,249$24,249

Board Members and Trustees

NameTitle
Bonnie WeisbeckPresident
Colleen MeyerVice President
Cheryl StroppDirector
Cindy CrewsDirector
Jerry HooverDirector
Lyn GravesDirector
Mary JetteDirector
Socorro KosakaDirector
Jamie NobiSecretary
Alberta YalonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$53,374
Program Service Revenue
$8,784
Investment Income
$24,959
Other Revenue
$10,200
All Other Contributions
$53,374
Change in Net Assets
$10,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,944
Salaries, Compensation, and Employee Benefits$26,298
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$24,249-$24,249
Insurance$8,328--$8,328
Depreciation Depletion$7,604--$7,604
Fees for Service Investment Mgmnt Fees-$6,724-$6,724
Occupancy$4,987$1,441-$6,428
Payroll Taxes-$2,049-$2,049
Fees for Services Accounting-$2,010-$2,010
Advertising$1,795--$1,795
Office Expenses-$1,543-$1,543
All Other Expenses$388$220-$608
Other Expenses$2,608$478-$478
Total Functional Expenses$47,774$39,468$0$87,242
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,630
Fundraising Direct Expenses$1,338
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

Form 990 is reviewed by a board member and the executive director.

Form 990, Part VI, Section C, Line 18

Forms 990 and 1023 are made available upon request.

Form 990, Part VI, Section C, Line 19

All governing documents and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
HISTORIC ST MARY'S MISSION INC
EIN
81-0471065
Phone
4067775734
Address
PO BOX 211, STEVENSVILLE, MT 59870

Signing Officer

Name
Dora Bradt
Title
Executive Director
Phone
4067775734
Signed
2025-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dora Bradt
Formed
1988
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
30

Preparer

Firm
Junkermierclarkcampanellastevens Pc
Address
321 W BROADWAY 4TH FLOOR, MISSOULA, MT 59802
Preparer
Alissa a Grimm CPA
Phone
4065494148
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

In conformity with fasb asc 958, the museum has elected to not capitalize the collections and collection items are not recognized as assets in the accompanying statements of financial position. The collection is under the care of volunteers for the educational and public exhibition purposes in furtherance of the museum's mission.

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IRS990/SavingsAndTempCashInvstGrp/BOYAmt034695
IRS990/SavingsAndTempCashInvstGrp/EOYAmt044337
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt022884
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt018500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt013798
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt09925
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt04590
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt069697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053374
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt067680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0262189
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021949
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014407
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013283
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt089752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05146
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01423
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027143
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010200
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt09395
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt011799
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt016010
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt08738
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt056142
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014407
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt020050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013283
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt089752
IRS990ScheduleA/InvestmentIncomeCYPct00.20620
IRS990ScheduleA/InvestmentIncomePYPct00.21380
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.63360
IRS990ScheduleA/PublicSupportPY509Pct00.63580
IRS990ScheduleA/PublicSupportTotal509Amt0275777
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt022884
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt018500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt013798
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt09925
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt04590
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt069697
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068114
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077841
IRS990ScheduleA/Total509Grp/TotalAmt0345474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094307
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082768
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091124
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0435226
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0105655
IRS990ScheduleD/BuildingsGrp/DepreciationAmt017963
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0123618
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt06839
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011436
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018275
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02398
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08162
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010560
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt069696
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt172123
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt234936
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt343709
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt448590
IRS990ScheduleD/OtherSecuritiesGrp/Desc0GUGGENHEIM TOTAL RETURN BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PIMCO INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AMERICAN CAPITAL INCOME BUILDER
IRS990ScheduleD/OtherSecuritiesGrp/Desc3FIDELITY CONTRAFUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4ISHARES 0-5 YEAR TIPS BOND ETF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN CONFORMITY WITH FASB ASC 958, THE MUSEUM HAS ELECTED TO NOT CAPITALIZE THE COLLECTIONS AND COLLECTION ITEMS ARE NOT RECOGNIZED AS ASSETS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. THE COLLECTION IS UNDER THE CARE OF VOLUNTEERS FOR THE EDUCATIONAL AND PUBLIC EXHIBITION PURPOSES IN FURTHERANCE OF THE MUSEUM'S MISSION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1A:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0114892
IRS990ScheduleD/TotalBookValueSecuritiesAmt0269054
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY A BOARD MEMBER AND THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORMS 990 AND 1023 ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/TotalAssetsBOYAmt0658763

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