Ursuline Support Services

“The draft form 990 and requiered 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.”

“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.”

“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.”

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

“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 commonwearlth of pennsylvania. The executive committee shall report all actions to the board at the next board meeting.”

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

“The following members serve on the ursuline board of directors as directors emeritit but have no voting rights: guy tumolo and jean robinson”

“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, and service coordination. 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.”

“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 the cambria care center in cambria county. Services are also provided to wards and other disabled persons through ursuline's special needs trust. Ursuline provides these services to 167 wards located inside and outside of allegheny county.”

“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.”

“Independence 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 17 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. Ursule provided services to 83 consumers during the year. -cart to heart - volunteer shopping service enables homebound seniors to receive needed groceries on a regular schedule. The program matches local seniors who are in need of shopping with volunteers who want to make a difference in the life of a senior neighbor. This service assists seniors throughout allegheny county and utilizes community volunteers. Ursuline provided services to 16 consumers during the year. The program sunsetted as of june 30, 2019. -reassurance - telephone reassurance volunteers reach out to persons living alone to ensure their well-being. By ensuring that the participant is safe and well enough to answer the phone (and provide emergency follow-up if they do not); these specially trained volunteers help individuals remain stable in their own homes.”

“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.”