Civic Intelligence

Heritage and Research Center at Saint

EIN 84-4694201 • 501(c)3 • Notre Dame, IN

Profile

The mission of the heritage and research center at saint mary's (harc) is to preserve and honor the rich history of women religious and their sponsored ministries through partnership and collaboration of congregations of women religious and saint mary's college.

100 Center BuildingNotre Dame, IN 46556

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

100th percentile

2917%

Faster asset growth than 100% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

65858%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$20,455,280

Up $19,777,187 (+2917%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$20,455,280

Up $19,777,187 (+2917%) from 2023

Revenue

Up

$19,787,409

Up $19,757,409 (+65858%) from 2023

Expenses

Down

$10,222

Down $310,729 (-97%) from 2023

Net Income

Up

$19,777,187

Up $20,068,138 (+6897%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $1,220,318Liabilities 2021: $0Net Assets 2021: $1,220,3182021Assets 2022: $945,584Liabilities 2022: $0Net Assets 2022: $945,5842022Assets 2023: $678,093Liabilities 2023: $0Net Assets 2023: $678,0932023Assets 2024: $20,455,280Liabilities 2024: $0Net Assets 2024: $20,455,2802024

Highlighted filing

2024

Assets$20,455,280
Liabilities$0
Net Assets$20,455,280

Operations Trend

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

$20M$10M$0-$10MRevenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $1,225,000Expenses 2021: $4,682Net Income 2021: $1,220,3182021Revenue 2022: $25,000Expenses 2022: $299,734Net Income 2022: -$274,7342022Revenue 2023: $30,000Expenses 2023: $320,951Net Income 2023: -$290,9512023Revenue 2024: $19,787,409Expenses 2024: $10,222Net Income 2024: $19,777,1872024

Highlighted filing

2024

Revenue$19,787,409
Expenses$10,222
Net Income$19,777,187

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 29, 2025
Return Version
2024v5.1
Gross Receipts
$19,787,409
Mission and Program Overview

Mission

The mission of the heritage and research center at saint mary's (harc) is to preserve and honor the rich history of women religious and their sponsored ministries through partnership and collaboration of congregations of women religious and saint mary's college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$0$12,000,000▲ $12,000,000
Savings and Temporary Cash Investments$0$6,749,824▲ $6,749,824
Cash and Non-Interest-Bearing Accounts$566,321$432,896▼ $133,425
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$678,093$20,455,280▲ $19,777,187
Other Assets Total$111,772$1,272,560▲ $1,160,788
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$678,093$20,455,280▲ $19,777,187
Total Net Assets Fund Balance$678,093$20,455,280▲ $19,777,187
Total Liabilities and Net Assets / Fund Balance$678,093$20,455,280▲ $19,777,187

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$12,000,000--
Other Assets Org$1,272,560--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$19,535,245
Program Service Revenue
$0
Investment Income
$252,164
Other Revenue
$0
All Other Contributions
$19,535,245
Change in Net Assets
$19,777,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,222
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
Fees for Services Accounting-$4,550-$4,550
Travel-$2,204-$2,204
Fees for Services Legal-$1,139-$1,139
Fees for Services Other$0$660$0$660
Other Expenses-$120-$120
Total Functional Expenses$0$10,222$0$10,222
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 13 FORM 990, PART VI, SECTION B, LINE 13 AND 14:

The organization is in the process of developing a number of policies including a whistleblower policy and a document retention and destruction policy.

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

SISTER SUZANNE BRENNAN AND DANIEL FLOWERS - Business relationship

Form 990, Part VI, Line 6 Classes of members or stockholders

The organization has one (1) class of membership known as the "members." the members shall be the president and those individual sisters who are members of the general administration of the congregation of the sisters of the holy cross, a religious order of the roman catholic church and who are designated thereby to so serve. The officers of the members shall be the chair, vice chair, and secretary.

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

The following powers are reserved exclusively to the members: 1) to approve all budgets for the organization; 2) to approve any extraordinary major contracts, agreements, loans or obligations to which the organization is a party if the transaction is in excess of $100,000, except for all contracts, agreements, loans or obligations that are approved as part of the annual budget; 3) to buy, sell or encumber real estate; 4) to amend the bylaws of the corporation; and 5) to amend the articles of incorporation

Form 990, Part VI, Line 11B Review of form 990 by governing body

The 990 will be reviewed upon its completion by each harc board member prior to its filing with the irs.

Form 990, Part VI, Line 12C Conflict of interest policy

Administrative members, members of the board of directors, members of board advisory committees, management team employees, agents, and other select employees are annually required to sign a statement affirming they have received a copy of the conflict of interest policy, they have read and understand the policy, they agree to comply with the policy. To the extent an individual has a potential conflict of interest, he or she should disclose it according to the policy. Whether or not a potential conflict amounts to an actual conflict is a decision to be made by the administrative members. The administrative members determine if the individual with the potential conflict can vote on the matter.

Form 990, Part VI, Line 19 Required documents available to the public

The organization makes these documents available upon request.

Filing and Contact Details

Filer

Filer Name
Heritage and Research Center at Saint Marys Inc
EIN
84-4694201
Phone
5742845551
Address
100 CENTER BUILDING, NOTRE DAME, IN 46556

Signing Officer

Name
Barbara Gordon
Title
Executive Director
Signed
2025-09-29
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
10 SOUTH RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
David Lowenthal CPA
Phone
3122071040
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS IN THE PROCESS OF DEVELOPING A NUMBER OF POLICIES INCLUDING A WHISTLEBLOWER POLICY AND A DOCUMENT RETENTION AND DESTRUCTION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SISTER SUZANNE BRENNAN AND DANIEL FLOWERS - Business relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS ONE (1) CLASS OF MEMBERSHIP KNOWN AS THE "MEMBERS." THE MEMBERS SHALL BE THE PRESIDENT AND THOSE INDIVIDUAL SISTERS WHO ARE MEMBERS OF THE GENERAL ADMINISTRATION OF THE CONGREGATION OF THE SISTERS OF THE HOLY CROSS, A RELIGIOUS ORDER OF THE ROMAN CATHOLIC CHURCH AND WHO ARE DESIGNATED THEREBY TO SO SERVE. THE OFFICERS OF THE MEMBERS SHALL BE THE CHAIR, VICE CHAIR, AND SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOLLOWING POWERS ARE RESERVED EXCLUSIVELY TO THE MEMBERS: 1) TO APPROVE ALL BUDGETS FOR THE ORGANIZATION; 2) TO APPROVE ANY EXTRAORDINARY MAJOR CONTRACTS, AGREEMENTS, LOANS OR OBLIGATIONS TO WHICH THE ORGANIZATION IS A PARTY IF THE TRANSACTION IS IN EXCESS OF $100,000, EXCEPT FOR ALL CONTRACTS, AGREEMENTS, LOANS OR OBLIGATIONS THAT ARE APPROVED AS PART OF THE ANNUAL BUDGET; 3) TO BUY, SELL OR ENCUMBER REAL ESTATE; 4) TO AMEND THE BYLAWS OF THE CORPORATION; AND 5) TO AMEND THE ARTICLES OF INCORPORATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 990 WILL BE REVIEWED UPON ITS COMPLETION BY EACH HARC BOARD MEMBER PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATIVE MEMBERS, MEMBERS OF THE BOARD OF DIRECTORS, MEMBERS OF BOARD ADVISORY COMMITTEES, MANAGEMENT TEAM EMPLOYEES, AGENTS, AND OTHER SELECT EMPLOYEES ARE ANNUALLY REQUIRED TO SIGN A STATEMENT AFFIRMING THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, THEY HAVE READ AND UNDERSTAND THE POLICY, THEY AGREE TO COMPLY WITH THE POLICY. TO THE EXTENT AN INDIVIDUAL HAS A POTENTIAL CONFLICT OF INTEREST, HE OR SHE SHOULD DISCLOSE IT ACCORDING TO THE POLICY. WHETHER OR NOT A POTENTIAL CONFLICT AMOUNTS TO AN ACTUAL CONFLICT IS A DECISION TO BE MADE BY THE ADMINISTRATIVE MEMBERS. THE ADMINISTRATIVE MEMBERS DETERMINE IF THE INDIVIDUAL WITH THE POTENTIAL CONFLICT CAN VOTE ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 13 FORM 990, PART VI, SECTION B, LINE 13 AND 14:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 2 Family/business relationships amongst interested persons
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 6 Classes of members or stockholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19 Required documents available to the public
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA GORDON
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE AND RESEARCH CENTER AT SAINT MARYS INC
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