Civic Intelligence

Ursuline Foundation

990 • Fiscal year 2023 • EIN 31-1233054

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

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

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.47x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$187,787

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

48th percentile

5.6%

Faster asset growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-54%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$17,451,731

Up $926,923 (+5.6%) from 2022

Net Assets

Up

$16,898,731

Up $880,923 (+5.5%) from 2022

Liabilities

Up

$553,000

Up $46,000 (+9.1%) from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin75th percentile

Revenue

Down

$1,173,039

Down $1,363,563 (-54%) from 2022

Expenses

Up

$945,517

Up $111,637 (+13%) from 2022

Net Income

Down

$227,522

Down $1,475,200 (-87%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2023

Assets$17,451,731
Liabilities$553,000
Net Assets$16,898,731
Open 2023 Filing

Operations Trend

Revenue Growth5th 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

2023

Revenue$1,173,039
Expenses$945,517
Net Income$227,522
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$1,666,982
Mission and Program Overview

Mission

Support the Ursuline Academy of Cincinnati.

Support Ursuline Academy of Cincinnati.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,577,198$16,408,955▲ $831,757
Cash and Non-Interest-Bearing Accounts$689,736$921,638▲ $231,902
Pledges and Grants Receivable$112,699$19,563▼ $93,136
Prepaid Expenses and Deferred Charges$5,000$5,000→ $0
Total Assets$16,524,808$17,451,731▲ $926,923
Other Assets Total$140,175$96,575▼ $43,600
Liabilities
Accounts Payable and Accrued Expenses$507,000$553,000▲ $46,000
Total Liabilities$507,000$553,000▲ $46,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,563,530$16,472,885▲ $909,355
Net Assets Without Donor Restrictions$454,278$425,846▼ $28,432
Total Net Assets Fund Balance$16,017,808$16,898,731▲ $880,923
Total Liabilities and Net Assets / Fund Balance$16,524,808$17,451,731▲ $926,923

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$14,488,551$349,992▲ $1,184,393-$15,394,280
2021$16,836,629$307,960▼ $2,186,702-$14,488,551
2020$13,299,615$294,963▲ $4,175,378$419,937$16,836,629
2019$13,152,156$276,281▲ $248,428-$13,299,615
2018$12,551,234$580,705▲ $384,180-$13,152,156
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleOtherTotal
Jill HallahanPrincipal$130,724$130,724
Jennifer Morgan-McCaneDirector of Finance$112,014$112,014

Board Members and Trustees

NameTitle
Bill HoganTrustee/Chair
Ramona PaynePresident
Brian GettelfingerTrustee
Jerry JuddTrustee
Kim RennersTrustee
Sue GrathwohlTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$438,490
Program Service Revenue
$0
Investment Income
$734,549
Other Revenue
$0
All Other Contributions
$438,490
Change in Net Assets
$227,522

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 Traded3$96,970Selling Price
Total Noncash Contributions3$96,970-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,111,532
Revenue Not Reported on Financial Statements
$61,507
Revenue Not Reported on Form 990
$653,401
Total Revenue per Audited Statements
$1,764,933
Total Revenue per Form 990
$1,173,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$833,750
Other Expenses$111,767
Total Fundraising Expense$9,951
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$688,000--$688,000
Grants to Domestic Individuals$145,750--$145,750
Fees for Service Investment Mgmnt Fees-$61,507-$61,507
Fees for Services Other-$24,946-$24,946
Other Expenses-$15,363$9,951$9,951
Total Functional Expenses$833,750$101,816$9,951$945,517

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$945,517
Expenses per Audited Statements$884,010
Total Expenses per Audited Statements$884,010
Expenses Not Reported on Financial Statements$61,507
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 Ursuline Academy of Cincinnati$688,000
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
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
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 monitor 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
Bill Hogan
Title
Trustee/Chair
Phone
5137915791
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Hogan
Formed
1987
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
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 -43,600.”

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 -43,600.”

Raw XML AppendixShowing 400 of 516 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/Desc0To provide support for Ursuline Academy of Cincinnati, an academically rigorous, all-girls independent Catholic college preparatory high school founded in 1896 by the Ursuline Sisters of Brown County, Ohio. In the Catholic tradition of an Ursuline education, the school's mission is to prepare a young woman for college and beyond by nurturing her soul, intellect, heart, and imagination. Guided by the counsels of St. Angela Merici, Ursuline fosters faith, service, and sisterhood that encourages each student to explore and share her gifts. Rooted by a strong sense of community, students are empowered to become confident, independent thinkers and leaderslearning not just for school but for life. The Foundation directly funds student scholarships, increasing access for students from diverse backgrounds to obtain an Ursuline education.
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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/SupportAmt0688000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Ursuline Academy of Cincinnati
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0688000
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/BeginningYearBalanceAmt014488551
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0349992
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt015394280
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0628656
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01184393
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt016836629
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0307960
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014488551
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0469336
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2186702
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt013299615
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0294963
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt016836629
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0513390
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04175378
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0419937
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt013152156
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0276281
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt013299615
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0377250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0248428
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt012551234
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0580705
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt013152156
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0363963
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0384180
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt061507
IRS990ScheduleD/ExpensesSubtotalAmt0884010
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt061507
IRS990ScheduleD/InvestmentExpensesNotIncldAmt061507
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0697001
IRS990ScheduleD/OtherRevenueAmt0-43600
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.72000
IRS990ScheduleD/RevenueNotReportedAmt0653401
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt061507
IRS990ScheduleD/RevenueSubtotalAmt01111532
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 -43,600.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.28000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0945517
IRS990ScheduleD/TotalRevenuePerForm990Amt01173039
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01764933
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0884010
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt04000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1141750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Faculty Grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt111
IRS990ScheduleI/RecipientTable/CashGrantAmt0688000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To support the mission of Ursuline Academy of Cincinnati
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
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt016500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0160521
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt010766
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Ramona Payne
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0187787
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The organisation relied on a related organization that used one or more of the methods listed here to establish compensation.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Selling Price
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt096970
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 monitor 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 -43,600.
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,451,731
Liabilities
$553,000
Net assets
$16,898,731
Revenue
$1,173,039
Expenses
$945,517
Net income
$227,522
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
2023Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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