Civic Intelligence

Ursuline Foundation

990 • Fiscal year 2017 • EIN 31-1233054

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 21, 2018

Organization ProfileN/A
5535 Pfeiffer RoadCincinnati, OH 45242

(513) 791-5791

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$185,170

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$13,099,315

Up $1,440,157 (+12%) from 2016

Net Assets

Up

$13,084,315

Up $1,428,438 (+12%) from 2016

Liabilities

Up

$15,000

Up $11,719 (+357%) from 2016

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin94th percentile

Revenue

Up

$1,468,321

Up $222,173 (+18%) from 2016

Expenses

Up

$516,257

Up $73,731 (+17%) from 2016

Net Income

Up

$952,064

Up $148,442 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0-$5.0MAssets 2011: $7,569,923Liabilities 2011: $173,182Net Assets 2011: $7,396,7412011Assets 2012: $7,869,382Liabilities 2012: -$318Net Assets 2012: $7,869,7002012Assets 2013: $8,907,660Liabilities 2013: $682Net Assets 2013: $8,906,9782013Assets 2014: $10,565,974Liabilities 2014: -$2,088Net Assets 2014: $10,568,0622014Assets 2015: $11,318,114Liabilities 2015: $781Net Assets 2015: $11,317,3332015Assets 2016: $11,659,158Liabilities 2016: $3,281Net Assets 2016: $11,655,8772016Assets 2017: $13,099,315Liabilities 2017: $15,000Net Assets 2017: $13,084,3152017Assets 2018: $13,986,959Liabilities 2018: $0Net Assets 2018: $13,986,9592018Assets 2019: $14,228,510Liabilities 2019: $2,000Net Assets 2019: $14,226,5102019Assets 2020: $14,182,612Liabilities 2020: $3,700Net Assets 2020: $14,178,9122020Assets 2021: $18,630,795Liabilities 2021: $509,951Net Assets 2021: $18,120,8442021Assets 2022: $16,524,808Liabilities 2022: $507,000Net Assets 2022: $16,017,8082022Assets 2023: $17,451,731Liabilities 2023: $553,000Net Assets 2023: $16,898,7312023Assets 2024: $19,215,994Liabilities 2024: $525,000Net Assets 2024: $18,690,9942024

Highlighted filing

2017

Assets$13,099,315
Liabilities$15,000
Net Assets$13,084,315
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $311,1582011Expenses 2012: $296,6942012Expenses 2013: $298,9622013Revenue 2014: $1,291,273Expenses 2014: $368,517Net Income 2014: $922,7562014Revenue 2015: $1,954,039Expenses 2015: $507,585Net Income 2015: $1,446,4542015Revenue 2016: $1,246,148Expenses 2016: $442,526Net Income 2016: $803,6222016Revenue 2017: $1,468,321Expenses 2017: $516,257Net Income 2017: $952,0642017Revenue 2018: $1,588,653Expenses 2018: $509,489Net Income 2018: $1,079,1642018Revenue 2019: $917,503Expenses 2019: $550,001Net Income 2019: $367,5022019Revenue 2020: $565Expenses 2020: $476,762Net Income 2020: -$476,1972020Revenue 2021: $1,144,292Expenses 2021: $775,759Net Income 2021: $368,5332021Revenue 2022: $2,536,602Expenses 2022: $833,880Net Income 2022: $1,702,7222022Revenue 2023: $1,173,039Expenses 2023: $945,517Net Income 2023: $227,5222023Revenue 2024: $1,196,049Expenses 2024: $839,820Net Income 2024: $356,2292024

Highlighted filing

2017

Revenue$1,468,321
Expenses$516,257
Net Income$952,064
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 21, 2018
Return Version
2016v3.0
Gross Receipts
$6,416,197
Mission and Program Overview

Mission

Support the Ursuline Academy of Cincinnati.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,451,746$9,375,120▲ $923,374
Savings and Temporary Cash Investments$106,416$2,233,192▲ $2,126,776
Pledges and Grants Receivable$1,498,099$1,229,198▼ $268,901
Cash and Non-Interest-Bearing Accounts$1,514,749$127,985▼ $1,386,764
Prepaid Expenses and Deferred Charges$5,000$20,000▲ $15,000
Total Assets$11,659,158$13,099,315▲ $1,440,157
Other Assets Total$83,148$113,820▲ $30,672
Liabilities
Other Liabilities$3,281$15,000▲ $11,719
Total Liabilities$3,281$15,000▲ $11,719
Net Assets / Fund Balance
Permanently Rstr Net Assets$9,490,957$10,301,263▲ $810,306
Temporarily Rstr Net Assets$2,064,752$2,678,669▲ $613,917
Unrestricted Net Assets$100,168$104,383▲ $4,215
Total Net Assets Fund Balance$11,655,877$13,084,315▲ $1,428,438
Total Liabilities and Net Assets / Fund Balance$11,659,158$13,099,315▲ $1,440,157

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$9,478,300$1,083,105▲ $907,318-$11,789,823
2015$8,622,807$1,385,901▼ $234,109-$9,478,300
2014$8,107,672$660,223▲ $123,577$268,665$8,622,807
2013$7,192,988$162,688▲ $992,985$240,989$8,107,672
2012$6,681,476$200,590▲ $518,122$207,200$7,192,988
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleOtherTotal
Catherine ValentineDirector of Fin - Joined 7/18/16$41,316$41,316

Board Members and Trustees

NameTitle
Paul V MuethingChairman
Sharon RedmondPresident
Becky CatinoTrustee
Bill HoganTrustee
Jerry JuddTrustee
Laura ConnellyTrustee
Mary Bohmer HerringtonTrustee
Pat GilliganTrustee
Sue GrathwohlTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$955,720
Program Service Revenue
$0
Investment Income
$512,601
Other Revenue
$0
All Other Contributions
$955,720
Change in Net Assets
$952,064

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$319,233Fair Market Value (FMV)
Total Noncash Contributions8$319,233-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,468,321
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$476,375
Total Revenue per Audited Statements
$1,944,696
Total Revenue per Form 990
$1,468,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$466,244
Other Expenses$50,013
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$334,000--$334,000
Grants to Domestic Individuals$132,244--$132,244
Fees for Service Investment Mgmnt Fees-$39,647-$39,647
Fees for Services Accounting-$3,400-$3,400
Other Expenses-$296-$296
Total Functional Expenses$466,244$50,013$0$516,257

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$516,257
Total Expenses per Audited Statements$516,257
Total Expenses per Form 990$516,257
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ursuline Academy of CincinnatiCincinnati, OH501(c)(3)To support the mission of the Ursuline Academy.$334,000
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
Related Party Payable$15,000
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Finance Director and the Board of Directors reviewed the 990 prior to filing.”

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

“The President and Chairperson of Ursuline Academy individually review and montior conflicts of board membership.”

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

Filer Name
Ursuline Foundation
EIN
31-1233054
Phone
5137915791
Address
5535 Pfeiffer Road, Cincinnati, OH 45242

Signing Officer

Name
Sharon Redmond
Title
President
Phone
5137915791
Signed
2018-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Redmond
Formed
1987
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
5

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in Cash Surrender Value 8,874. Unrealized Gain/Loss on Investments 467,500.”

Form 990, Part XII, Line 2C:

“Ursuline Academy of Cincinnati has a finance committee that oversees the audit of the combined financial statements and selection of an independent auditor.”

Financial Statement Notes

Part V, Line 4:

“Funds are used to support Ursuline Academy of Cincinnati.”

Part X, Line 2:

“The School and Foundation are each exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, both are subject to federal income tax on any unrelated business taxable income. UA Real Estate is treated as a disregarded entity of the School for tax purposes and profits and losses pass-through directly to the School. As a religious organization, the School is not required to file annual federal or state information returns. The School and Foundation believe they have appropriate support for any tax positions taken, and therefore, do not have any uncertain income tax positions that are material to the financial statements.”

Part XI, Line 2D - Other Adjustments:

“Change in Cash Surrender Value 8,875.”

Raw XML AppendixShowing 400 of 531 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYGrantsAndSimilarPaidAmt0395200
IRS990/PYInvestmentIncomeAmt0112940
IRS990/PYOtherExpensesAmt047326
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0803622
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0442526
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01246148
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0952064
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0106416
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02233192
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310538555
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0334000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Ursuline Academy of Cincinnati
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0334000
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/CYEndwmtFundGrp/BeginningYearBalanceAmt09478300
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01083105
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt011789823
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-321100
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0907318
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08622807
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01385901
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09478300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0296299
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-234109
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08107672
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0660223
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08622807
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0123577
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0268665
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07192988
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0162688
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08107672
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0992985
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0240989
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06681476
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0200590
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07192988
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0518122
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0207200
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0516257
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0467500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Related Party Payable
IRS990ScheduleD/OtherRevenueAmt08875
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.80000
IRS990ScheduleD/RevenueNotReportedAmt0476375
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01468321
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Funds are used to support Ursuline Academy of Cincinnati.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The School and Foundation are each exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, both are subject to federal income tax on any unrelated business taxable income. UA Real Estate is treated as a disregarded entity of the School for tax purposes and profits and losses pass-through directly to the School. As a religious organization, the School is not required to file annual federal or state information returns. The School and Foundation believe they have appropriate support for any tax positions taken, and therefore, do not have any uncertain income tax positions that are material to the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Change in Cash Surrender Value 8,875.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.20000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0516257
IRS990ScheduleD/TotalLiabilityAmt015000
IRS990ScheduleD/TotalRevenuePerForm990Amt01468321
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01944696
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0516257
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0132244
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships & faculty grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/RecipientTable/CashGrantAmt0334000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To support the mission of the Ursuline Academy.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Ursuline Academy of Cincinnati
IRS990ScheduleI/RecipientTable/RecipientEIN0310538555
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05535 Pfeiffer Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Cincinnati
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045242
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Investment funds are maintained regularly. Students apply for the scholarship and an internal committee of 4 employees including the President and the School Principal determine the scholarships.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt020000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0147235
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt09198
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08737
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Sharon Redmond
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0185170
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt08
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0319233
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Finance Director and the Board of Directors reviewed the 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The President and Chairperson of Ursuline Academy individually review and montior conflicts of board membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Change in Cash Surrender Value 8,874. Unrealized Gain/Loss on Investments 467,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Ursuline Academy of Cincinnati has a finance committee that oversees the audit of the combined financial statements and selection of an independent auditor.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,099,315
Liabilities
$15,000
Net assets
$13,084,315
Revenue
$1,468,321
Expenses
$516,257
Net income
$952,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.53$18.7$1.20$0.84$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.55$16.9$1.17$0.95$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$0.51$16.0$2.54$0.83$1.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.51$18.1$1.14$0.78$0.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$0.00$14.2$0.00$0.48$0.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$0.00$14.2$0.92$0.55$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$1.59$0.51$1.08
2017Detailed filing. Detailed filing data is available for this year.$13.1$0.02$13.1$1.47$0.52$0.95
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$1.25$0.44$0.80
2015Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.95$0.51$1.45
2014Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$1.29$0.37$0.92
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.91$0.00$8.91$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.87$0.00$7.87$0.30
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.57$0.17$7.40$0.31