Civic Intelligence

Ursuline Support Services

EIN 25-1401610 • 501(c)3 • Pittsburgh, PA

Profile

Helping indiviuals who experience challenges posed by life's transitions, inspiring hope through protection, education, and advocacy. See schedule o for ursuline's vision.as southwestern pennsylvania's pre-eminent provider of life-transition services, ursuline support services is widely recognized as an innovative and desirable partner and provider. Those experiencing transitions see ursuline as a leader in guardianship, protective services, service coordination, and grief support. They, and other leaders in the community, value ursuline support services' expertise and view the organization as a "go-to" community resource. The organization is financially sound because it operates several thriving social enterprises, and has been able to attract a large and sustainable cadre of donors, supporters, and volunteers.

2717 Murray AvenuePittsburgh, PA 15217

www.ursulinesupportservices.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.45x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.18x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

40th percentile

0.3%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

85th percentile

$147,277

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Revenue Growth

67th percentile

19%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Assets

Up

$1,301,742

Up $487,034 (+60%) from 2022

Liabilities

Up

$580,018

Up $269,772 (+87%) from 2022

Net Assets

Up

$721,724

Up $217,262 (+43%) from 2022

Revenue

Up

$3,245,518

Up $1,315,950 (+68%) from 2022

Expenses

Up

$3,235,447

Up $1,282,137 (+66%) from 2022

Net Income

Up

$10,071

Up $33,813 (+142%) from 2022

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $759,765Liabilities 2010: $318,451Net Assets 2010: $441,3142010Assets 2011: $768,550Liabilities 2011: $311,924Net Assets 2011: $456,6262011Assets 2012: $885,818Liabilities 2012: $239,088Net Assets 2012: $646,7302012Assets 2013: $644,180Liabilities 2013: $302,933Net Assets 2013: $341,2472013Assets 2015: $543,852Liabilities 2015: $312,771Net Assets 2015: $231,0812015Assets 2016: $632,175Liabilities 2016: $388,355Net Assets 2016: $243,8202016Assets 2017: $453,254Liabilities 2017: $346,148Net Assets 2017: $107,1062017Assets 2019: $453,197Liabilities 2019: $297,522Net Assets 2019: $155,6752019Assets 2020: $770,947Liabilities 2020: $327,925Net Assets 2020: $443,0222020Assets 2021: $772,081Liabilities 2021: $243,877Net Assets 2021: $528,2042021Assets 2022: $814,708Liabilities 2022: $310,246Net Assets 2022: $504,4622022Assets 2025: $1,301,742Liabilities 2025: $580,018Net Assets 2025: $721,7242025

Highlighted filing

2025

Assets$1,301,742
Liabilities$580,018
Net Assets$721,724

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,791,3582010Expenses 2011: $3,765,4092011Expenses 2012: $3,912,2652012Expenses 2013: $1,796,5522013Revenue 2015: $1,588,549Expenses 2015: $1,668,169Net Income 2015: -$79,6202015Revenue 2016: $1,678,754Expenses 2016: $1,666,015Net Income 2016: $12,7392016Revenue 2017: $1,643,792Expenses 2017: $1,780,506Net Income 2017: -$136,7142017Revenue 2019: $1,609,493Expenses 2019: $1,525,861Net Income 2019: $83,6322019Revenue 2020: $1,874,757Expenses 2020: $1,587,410Net Income 2020: $287,3472020Revenue 2021: $1,864,394Expenses 2021: $1,779,212Net Income 2021: $85,1822021Revenue 2022: $1,929,568Expenses 2022: $1,953,310Net Income 2022: -$23,7422022Revenue 2025: $3,245,518Expenses 2025: $3,235,447Net Income 2025: $10,0712025

Highlighted filing

2025

Revenue$3,245,518
Expenses$3,235,447
Net Income$10,071

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.58$0.72$3.25$3.24$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.31$0.50$1.93$1.95$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.24$0.53$1.86$1.78$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.33$0.44$1.87$1.59$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.30$0.16$1.61$1.53$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.35$0.11$1.64$1.78$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.39$0.24$1.68$1.67$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.31$0.23$1.59$1.67$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.30$0.34$1.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.24$0.65$3.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.31$0.46$3.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.32$0.44$3.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 9, 2026
Return Version
2024v5.5
Gross Receipts
$3,245,518
Mission and Program Overview

Mission

Helping individuals who experience challenges posed by life's transitions, inspiring hope through protection, education, and advocacy. See schedule o for ursuline's vision.

Helping individuals who experience challenges posed by life's transitions inspiring hope.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$815,225$1,032,391▲ $217,166
Savings and Temporary Cash Investments$76,235$76,474▲ $239
Cash and Non-Interest-Bearing Accounts$167,711$64,425▼ $103,286
Land, Buildings, and Equipment, Net$43,173$32,456▼ $10,717
Prepaid Expenses and Deferred Charges$5,512$4,870▼ $642
Total Assets$1,243,382$1,301,742▲ $58,360
Other Assets Total$135,526$91,126▼ $44,400
Liabilities
Accounts Payable and Accrued Expenses$315,743$219,133▼ $96,610
Unsecured Notes Loans Payable$0$189,515▲ $189,515
Other Liabilities$140,153$95,299▼ $44,854
Escrow Account Liability$75,833$76,071▲ $238
Total Liabilities$531,729$580,018▲ $48,289
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$642,833$693,946▲ $51,113
Net Assets With Donor Restrictions$68,820$27,778▼ $41,042
Total Net Assets Fund Balance$711,653$721,724▲ $10,071
Total Liabilities and Net Assets / Fund Balance$1,243,382$1,301,742▲ $58,360

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$771$192,132$192,903
Other Land Buildings$31,685$32,777$64,462
Equipment$0$39,414$39,414
Other Assets Org$91,126--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony J TuroExecutive DirectorFT$133,222$14,055$147,277
John DaubDirector of Finance & OperFT$108,112$2,703$110,815
Revenue and Support

Revenue Composition

Contributions and Grants
$2,572,213
Program Service Revenue
$673,304
Investment Income
$1
Other Revenue
$0
All Other Contributions
$30,718
Change in Net Assets
$10,071

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,245,518
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,245,518
Total Revenue per Form 990
$3,245,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,651,151
Other Expenses$584,296
Total Fundraising Expense$17,275
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,098,641$62,501-$2,161,142
Current Officers, Directors, Trustees, and Key Employees$15,747$245,060$15,747$276,554
Other Employee Benefits$206,555$6,900-$213,455
Travel$70,122$430-$70,552
All Other Expenses$47,159$18,116$1,525$66,800
Occupancy$62,931$87-$63,018
Other Expenses$44,537$36$3$44,573
Office Expenses$38,748$1,528-$40,276
Insurance$40,056$140-$40,196
Depreciation Depletion-$10,717-$10,717
Total Functional Expenses$2,868,785$349,387$17,275$3,235,447

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,235,447
Total Expenses per Audited Statements$3,235,447
Total Expenses per Form 990$3,235,447
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Operating Leases$95,299
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
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 A, Line 1A

The executive committee shall have the power to act in place and stead of the board between board meetings on all matters, except those specifically reserved to the board by the bylaws or the laws of the commonwealth of pennsylvania. The executive committee shall report all actions to the board at the next board meeting.

Form 990, Part VI, Section B, Line 11B

The draft form 990 and required schedules are reviewed with ursuline internal management as well as the audit committee. Upon completion of this review, a complete copy is provided to the board of trustees in advance of filing with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

New board members are required to read and understand ursuline's conflict of interest policy at the time they join the board, and must sign and date a declaration statement disclosing any potential conflicts that exist. At the beginning of every fiscal year, all board members update their declaration statement by signing and dating an annual affirmation and compliance and disclosure statement that is kept on file. If a board member believes he or she is in a situation that represents a potential conflict of interest, the board chair as well as the executive director is notified. The board chair may also bring the potential conflict situation to the board for their input. With respect to actual or potential conflicts, the interested board member must abstain from voting and shall not participate in discussions pertaining to that matter.

Form 990, Part VI, Section B, Line 15A

Comparability data regarding the executive director's compensation package is discussed during executive sessions at appropriate board meetings. The compensation package is approved by an independent board.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Form 990, Part VII

The following member serves on the ursuline board of directors as directors emeriti but has no voting rights: guy tumolo

Filing and Contact Details

Filer

Filer Name
Ursuline Support Services
EIN
25-1401610
Phone
4122244700
Address
2717 MURRAY AVENUE, PITTSBURGH, PA 15217

Signing Officer

Name
Anthony J Turo
Title
Executive Director
Phone
4122244700
Signed
2026-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony J Turo
Formed
1981
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
43
Volunteers
19

Preparer

Firm
Louis Plung & Company Llp
Address
20 STANWIX ST SUITE 901, PITTSBURGH, PA 15222
Preparer
Joseph C Zovko
Phone
4122818771
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

Ursuline engaged hoffmann consulting, llc in early 2024 to facilitate a strategic planning process to guide the next evolution of the organization. This process included extensive input from staff, members of the board, funders, and community members. Based on these diverse inputs, this planning process refined the organization's mission and vision to serve as a guide for the organization's future direction: ursuline support services' mission is to provide personalized social support and financial guidance with the compassion and care everyone deserves. Ursuline support services' vision is that age and ability are no longer barriers to a life of independence, connection, and purpose.

Form 990, Part XII, Line 2C

The organization's financial statements are audited by an independent accounting firm. In addition, the organization has a committee that assumes the responsibility for oversight of the audit of its financial statements and its selection of the independent accountant. This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Income taxes - the organization is exempt from income tax under section 501 (c)(3) of the internal revenue code. However, income from certain activities not directly related to the organization's tax-exempt purpose may be subject to taxation as unrelated business income. In addition, the organization qualifies for the charitable contribution deduction under section 170(b)(1 )(a)(vi) as it has been classified as an organization that is not a private foundation under section 509(a)(1). Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The organization has analyzed tax positions taken for filing with the internal revenue service. The organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the organization's financial condition, results of operations or cash flows. Accordingly, the organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions on june 30, 2024 and 2025. The organization's policy is to classify any income tax related interest and penalties to interest expense and other expenses, respectively. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART IV, LINE 1B:

The guardianship program is a program to care for elderly individuals (wards) who are unable to care for themselves (incapacitated). Acting as a protector with accountability to the courts, the guardianship programs oversee the financial assests of these wards. Because the assets are held by ursuline as legal guardian for the incapacitated, the assets are not included in the financial statements of ursuline. All of the assets of the wards are owned by the wards and not by ursuline support services.

PART IV, LINE 2B:

The escrow bank account is set up for the fees due to the court upon death of the ward. Each person taken into guardship must make an initial deposit into the bank account. Additional deposits per ward are based upon the asset level of each ward, plus any income generated throughout the life of guardianship. Money is then transferred from the guardianship escrow bank account and deposited to a liability account to pay for costs

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IRS990/ActivityOrMissionDesc0HELPING INDIVIDUALS WHO EXPERIENCE CHALLENGES POSED BY LIFE'S TRANSITIONS INSPIRING HOPE.
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IRS990/Desc0GUARDIANSHIP SERVICES - URSULINE ORIGINALLY ESTABLISHED ITS GUARDIANSHIP PROGRAM THROUGH A CONTRACT WITH THE ALLEGHENY COUNTY AREA AGENCY ON AGING (AAA). THIS PROGRAM PRIMARILY SERVES LOW-INCOME PERSONS WHO ARE 60+ IN AGE AND MEET THE AAA CRITERIA FOR SERVICE. TODAY, URSULINE IS THE ONLY AGENCY IN ALLEGHENY COUNTY CONTRACTED TO PROVIDE SUCH SERVICES FOR THIS SEGMENT OF THE POPULATION. AS PART OF THE COUNTY CONTRACT, URSULINE MAINTAINS A CONTRACT WITH KANE REGIONAL NURSING CENTERS TO PROVIDE SERVICES TO APPROPRIATE RESIDENTS IN THIER FACILITIES.IN ADDITION TO THIS COUNTY-CONTRACTED ACTIVITY, URSULINE PROVIDES GUARDIANSHIP SERVICES TO BOTH INDIGENT WARDS AND THOSE WITH LARGE ESTATES WHO RESIDE INSIDE AND OUTSIDE ALLEGHENY COUNTY. THESE SERVICES ARE PROVIDED THROUGH URSULINE'S PRIVATE (FEE FOR SERVICE) GUARDIANSHIP PROGRAM TO INDIVIDUALS RESIDING IN MORE THAN 15 COUNTIES THROUGHOUT THE WESTERN PENNSYLVANIA AREA, THE LARGEST CONCENTRATION OF THOSE RESIDING IN CAMBRIA COUNTY. SERVICES ARE ALSO PROVIDED TO WARDS AND OTHER DISABLED PERSONS THROUGH URSULINE'S SPECIAL NEEDS TRUST. URSULINE PROVIDES THESE SERVICES TO 181 WARDS LOCATED INSIDE AND OUTSIDE OF ALLEGHENY COUNTY.
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IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT T O'CONNOR
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IRS990/Form990PartVIISectionAGrp/PersonNm9NICHOLE E SISK
IRS990/Form990PartVIISectionAGrp/PersonNm10LISA R SKINNER
IRS990/Form990PartVIISectionAGrp/PersonNm11ELIZABETH A ZAWISTOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm12CHRISTOPHER ALBECKER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm13JEFFREY T SARABOK RN MBA
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA KERLIK
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVID POLLINO
IRS990/Form990PartVIISectionAGrp/PersonNm16JOHN DAUB
IRS990/Form990PartVIISectionAGrp/PersonNm17ANTHONY J TURO
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF FINANCE & OPER
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IRS990/MissionDesc0HELPING INDIVIDUALS WHO EXPERIENCE CHALLENGERS POSED BY LIFE'S TRANSITIONS, INSPIRING HOPE THROUGH PROTECTION, EDUCATION, AND ADVOCACY. SEE SCHEDULE O FOR URSULINE'S VISION.
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IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROTECTIVE SERVICES - THROUGH A CONTRACT WITH THE ALLEGHENY COUNTY AREA AGENCY ON AGING, URSULINE'S PROTECTIVE SERVICES INVESTIGATORS IDENTIFY OLDER ADULTS WHO ARE VULNERABLE TO ABUSE, NEGLECT, AND EXPLOITATION. THESE ABUSES CAN TAKE THE FORM OF SELF-NEGLECT, CAREGIVER NEGLECT, ABANDONMENT, OR PHYSICAL, SEXUAL, EMOTIONAL AND FINANCIAL DISTRESS. URSULINE'S STAFF INVESTIGATES ALL ALLEGATIONS OF ABUSE AND, THROUGH WORKING THROUGH VARIOUS RESOURCES, DEVELOPS A PLAN TO CORRECT THE SITUATION. URSULINE IDENTIFIED 2,411 REPORTS OF NEED DURING THE YEAR.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SERVICE COORDINATION/SUPPORTIVE LIVING ENHANCEMENT PROGRAM (SLEP) - WITH NEARLY 35 YEARS' EXPERIENCE WORKING WITH SENIORS, URSULINE IS ABLE TO MEET AND FACE THE CHALLENGES APPARENT IN PRESENT-DAY PUBLIC HOUSING FACILITIES. THE ADDITION OF SERVICE COORDINATION WAS A NATURAL EXTENSION OF URSULINE'S EXISTING ARRAY OF SERVICES PROVIDED TO THE ELDERLY THROUGHOUT THE COMMUNITY.IN ADDITION TO PROVIDING INFORMATION AND REFERRAL, ADVOCACY AND LINKING INDIVIDUALS TO COMMUNITY RESOURCES, URSULINE'S SERVICE COORDINATORS THROUGHOUT THE CITY OF PITTSBURGH WORK WITH THE RESIDENTS TO ARRANGE RECREATIONAL ACTIVITIES AND PROVIDE HEALTH SUPPORT. SERVICE COORDINATORS ALSO ARRANGE INFORMATIONAL AND EDUCATIONAL PRESENTATIONS. FOR RESIDENTS. SLEP IS A PROGRAM OF, AND UNDERWRITTEN BY, THE HOUSING AUTHORITY OF THE CITY OF PITTSBURGH AND SUPPORTED BY THE ALLEGHENY COUNTY AREA AGENCY ON AGING. URSULINE SERVED 685 RESIDENTS DURING THE YEAR.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0INDEPENDENCE SUPPORT SERVICES (ISS) - CHECKS & BALANCE - URSULINE'S MONEY MANAGEMENT PROGRAM (NOW REFERRED TO AS "CHECKS & BALANCE"), SPONSORED BY THE ALLEGHENY COUNTY AREA AGENCY ON AGING, ASSISTS LOW-INCOME ELDERLY PERSONS WHO HAVE DIFFICULTY WITH THEIR FINANCIAL AFFAIRS AND MAINTAINING THEIR MONTHLY CASH FLOW.IMPLEMENTED ACCORDING TO A NATIONAL MODEL DEVELOPED BY AARP, THIS PROGRAM MATCHES TRAINED VOLUNTEERS WITH SENIORS WHO NEED HELP BUDGETING AND ENSURING THAT THEIR BILLS ARE PAID ON TIME. THE VOLUNTEERS PREPARE BILLS FOR PAYMENT, ASSIST WITH CHECK WRITING AND BALANCE CHECKBOOKS. ONE OF THE CORE CONCEPTS OF THE PROGRAM IS TO KEEP SENIORS FINANCIALLY INDEPENDENT, BY ENSURING THAT ALL THEIR MONTHLY OBLIGATIONS ARE MET. URSULINE PROVIDED SERVICES TO 05 CONSUMERS DURING THE YEAR.BEGINNING IN 2014, THE PROGRAM BEGAN OFFERING REPRESENTATIVE PAYEE SERVICES IN CONJUNCTION WITH THE SOCIAL SECURITY ADMINISTRATION USING THE SAME VOLUNTEER SUPPORT MODEL THAT IS THE BASIS OF THE CHECKS & BALANCE PROGRAM. URSULINE PROVIDED SERVICES TO 83 CONSUMERS DURING THE YEAR.
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