Nonprofit · EIN 81-0436302
URSULINE HISTORICAL FOUNDATION INC
Tax-exempt · GREAT FALLS, MT 59401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $96,843 | $21,021 | $75,822 | $3,034,129 | $307,036 | $2,727,093 |
| June 30, 2024 | 990 | $59,655 | $60,860 | -$1,205 | $3,043,467 | $377,036 | $2,666,431 |
| June 30, 2023 | 990 | $93,383 | $40,527 | $52,856 | $3,081,123 | $454,708 | $2,626,415 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $27,107
- Program service revenue
- $0
- Investment income
- $69,736
- Net gain from sales of assets
- $57,511
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,774
- Management and general (functional)
- $21,021
Balance sheet and other
- Total assets, start of year
- $3,043,467
- Total assets, end of year
- $3,034,129
- Total liabilities, end of year
- $307,036
- Net assets, end of year
- $2,727,093
- Land, buildings and equipment
- $2,464,273
- Publicly traded securities
- $539,304
- Net assets without donor restrictions
- $2,185,134
- Net assets with donor restrictions
- $541,959
- Gross receipts
- $218,024
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1996
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD MARTIN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| TOM WALD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARY SOMERFELD | DIRECTOR Trustee or director | 1 | $0 |
| JODY KALAFAT | DIRECTOR Trustee or director | 1 | $0 |
| REV RICHARD SCHLOSSER | DIRECTOR Trustee or director | 1 | $0 |
| ROBIN MEHMKE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD MARTIN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| TOM WALD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARY SOMERFELD | DIRECTOR Trustee or director | 1 | $0 |
| JODY KALAFAT | DIRECTOR Trustee or director | 1 | $0 |
| REV RICHARD SCHLOSSER | DIRECTOR Trustee or director | 1 | $0 |
| ROBIN MEHMKE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD MARTIN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| TOM WALD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARY SOMERFELD | DIRECTOR Trustee or director | 1 | $0 |
| JODY KALAFAT | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2300 CENTRAL AVE, GREAT FALLS, MT 59401-3913
- Principal officer (990 for 2024)
- RICHARD MARTIN, 2300 CENTRAL AVE, GREAT FALLS, MT 59401
- Signed the 990
- RICHARD MARTIN, PRESIDENT
- Phone
- (406) 452-8585
- Website
- WWW.U-CENTRE.ORG
- Return prepared by
- DOUGLAS WILSON & COMPANY PC
Mission
RAISE FUNDS TO REPAIR AND IMPROVE THE URSULINE CENTRE BUILT IN 1912. IT IS LISTED AS A NATIONAL HISTORICAL STRUCTURE.
Program accomplishments
- THE FOUNDATION IS FORMED TO RAISE FUNDS TO REPAIR, IMPROVE AND MAINTAIN THE URSULINE CENTRE RETREAT FACILITY, A NATIONAL HISTORICAL BUILDING THAT IS OVER 100 YEARS OLD.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0436302
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A54)
- Assets (IRS master file)
- $3,034,129
- Income (IRS master file)
- $218,024
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $96,843 | $21,021 | $3,034,129 | IRS |
| 990 | June 2024 | $59,655 | $60,860 | $3,043,467 | XML |
| 990 | June 2023 | $93,383 | $40,527 | $3,081,123 | XML |
| 990 | June 2022 | $86,542 | $69,517 | $3,020,284 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0436302).
Questions about URSULINE HISTORICAL FOUNDATION INC
- What is the EIN of URSULINE HISTORICAL FOUNDATION INC?
- The employer identification number (EIN) of URSULINE HISTORICAL FOUNDATION INC is 81-0436302.
- Is URSULINE HISTORICAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to URSULINE HISTORICAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does URSULINE HISTORICAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of URSULINE HISTORICAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did URSULINE HISTORICAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of URSULINE HISTORICAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names RICHARD MARTIN.
- Who are the officers and directors of URSULINE HISTORICAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does URSULINE HISTORICAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $96,843, expenses of $21,021 and total assets of $3,034,129 at year end.
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