Liabilities / Assets
24th percentile
Higher debt load relative to assets than 24% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
24th percentile
Higher debt load relative to assets than 24% of similar nonprofits.
Liabilities / Revenue
66th percentile
Higher debt load relative to revenue than 66% of similar nonprofits.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
28th percentile
Higher top officer pay than 28% of similar nonprofits.
Top officer pay equals 10.2% of source-year revenue.
Asset Growth
65th percentile
Faster asset growth than 65% of similar nonprofits.
Revenue Growth
37th percentile
Faster revenue growth than 37% of similar nonprofits.
Assets
Up$19,215,994
Up $1,764,263 (+10%) from 2023
Net Assets
Up$18,690,994
Up $1,792,263 (+11%) from 2023
Liabilities
Down$525,000
Down $28,000 (-5.1%) from 2023
Revenue
Up$1,196,049
Up $23,010 (+2.0%) from 2023
Expenses
Down$839,820
Down $105,697 (-11%) from 2023
Net Income
Up$356,229
Up $128,707 (+57%) from 2023
Support the Ursuline Academy of Cincinnati.
Support Ursuline Academy of Cincinnati.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $16,408,955 | $18,498,539 | ▲ $2,089,584 |
| Cash and Non-Interest-Bearing Accounts | $921,638 | $603,818 | ▼ $317,820 |
| Prepaid Expenses and Deferred Charges | $5,000 | $5,000 | → $0 |
| Pledges and Grants Receivable | $19,563 | $1,900 | ▼ $17,663 |
| Total Assets | $17,451,731 | $19,215,994 | ▲ $1,764,263 |
| Other Assets Total | $96,575 | $106,737 | ▲ $10,162 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $553,000 | $525,000 | ▼ $28,000 |
| Total Liabilities | $553,000 | $525,000 | ▼ $28,000 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $16,472,885 | $18,027,655 | ▲ $1,554,770 |
| Net Assets Without Donor Restrictions | $425,846 | $663,339 | ▲ $237,493 |
| Total Net Assets Fund Balance | $16,898,731 | $18,690,994 | ▲ $1,792,263 |
| Total Liabilities and Net Assets / Fund Balance | $17,451,731 | $19,215,994 | ▲ $1,764,263 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2023 | $15,394,280 | $588,077 | ▲ $1,858,636 | - | $17,133,063 |
| 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 |
| Name | Title | Other | Total |
|---|---|---|---|
| Patricia Boehm | Interim President - Start 07/23 | $122,361 | $122,361 |
| Jennifer Morgan-McCane | Director of Finance | $119,743 | $119,743 |
| Name | Title |
|---|---|
| Bill Hogan | Trustee/Chair |
| Jerry Judd | Trustee/Vice Chair |
| Brian Gettelfinger | Trustee |
| Kim Renners | Trustee/Secretary |
| Sue Grathwohl | Trustee/Treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $717,500 |
| Other Expenses | $122,320 |
| Total Fundraising Expense | $9,951 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $713,000 | - | - | $713,000 |
| Fees for Service Investment Mgmnt Fees | - | $66,464 | - | $66,464 |
| Fees for Services Accounting | - | $10,521 | - | $10,521 |
| Other Expenses | - | $11,008 | $9,951 | $9,951 |
| Grants to Domestic Individuals | $4,500 | - | - | $4,500 |
| Travel | - | $443 | - | $443 |
| Total Functional Expenses | $717,500 | $112,369 | $9,951 | $839,820 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $839,820 |
| Expenses per Audited Statements | $773,356 |
| Total Expenses per Audited Statements | $773,356 |
| Expenses Not Reported on Financial Statements | $66,464 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Ursuline Academy of Cincinnati | Cincinnati, OH | 501(c)(3) | To support the mission of Ursuline Academy of Cincinnati | $713,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Chief Financial Officer and the Board of Directors reviewed the 990 prior to filing.”
“The President and Chairperson of Ursuline Academy individually review and monitor conflicts of board membership.”
“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”
“Change in Cash Surrender Value 10,163.”
“Ursuline Academy of Cincinnati has a finance committee that oversees the audit of the combined financial statements and selection of an independent auditor.”
“Funds are used to support Ursuline Academy of Cincinnati.”
“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.”
“Change in Cash Surrender Value 10,163.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 553000 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 525000 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | Support Ursuline Academy of Cincinnati. |
| IRS990/AllOtherContributionsAmt | 0 | 465872 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Craig Sherman |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5137915791 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5535 Pfeiffer Road |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Cincinnati |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 45242 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 921638 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 603818 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 465872 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 717500 |
| IRS990/CYInvestmentIncomeAmt | 0 | 730177 |
| IRS990/CYOtherExpensesAmt | 0 | 122320 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 356229 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 839820 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 9951 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1196049 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | To 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 leaders learning 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. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 16472885 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 18027655 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 717500 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 10521 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 10521 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 66464 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 66464 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 39.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 39.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 14383 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 4840 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Sue Grathwohl |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Bill Hogan |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Jerry Judd |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Kim Renners |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Brian Gettelfinger |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Jennifer Morgan-McCane |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Patricia Boehm |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 105360 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 117521 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee/Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee/Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee/Vice Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Trustee/Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director of Finance |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Interim President - Start 07/23 |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1987 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantAmt | 0 | 717500 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 4500 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 4500 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 713000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 713000 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 1196049 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 730177 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 730177 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 16408955 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 18498539 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | Support Ursuline Academy of Cincinnati. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 16898731 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 18690994 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1425871 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 425846 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 663339 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 96575 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 106737 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 10163 |
| IRS990/OtherExpensesGrp/Desc | 0 | Bad Debt Expense |
| IRS990/OtherExpensesGrp/Desc | 1 | Miscellaneous |
| IRS990/OtherExpensesGrp/Desc | 2 | Development Expenses |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 9951 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 23933 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 11008 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 23933 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 11008 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 9951 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 19563 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 1900 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 5000 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 5000 |
| IRS990/PrincipalOfficerNm | 0 | Bill Hogan |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 438490 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 833750 |
| IRS990/PYInvestmentIncomeAmt | 0 | 734549 |
| IRS990/PYOtherExpensesAmt | 0 | 111767 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 227522 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 945517 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1173039 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 356229 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 310538555 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 713000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | Ursuline Academy of Cincinnati |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 713000 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 15394280 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 588077 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 17133063 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 707930 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1858636 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 14488551 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 349992 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 15394280 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 628656 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1184393 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 16836629 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 307960 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 14488551 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 469336 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -2186702 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 13299615 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 294963 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 16836629 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 513390 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 4175378 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 419937 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 13152156 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 276281 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 13299615 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 377250 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 248428 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 66464 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 773356 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 66464 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 66464 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 1425871 |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 10163 |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.72000 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 1436034 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 66464 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 1129585 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | Funds are used to support Ursuline Academy of Cincinnati. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | Change in Cash Surrender Value 10,163. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part V, Line 4: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part X, Line 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part XI, Line 2d - Other Adjustments: |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.28000 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 839820 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 1196049 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 2565619 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 773356 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 713000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | To support the mission of Ursuline Academy of Cincinnati |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | Ursuline Academy of Cincinnati |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 310538555 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 5535 Pfeiffer Road |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | Cincinnati |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 45242 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | Investment 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/FormAndLineReferenceDesc | 0 | Part I, Line 2: |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Chief Financial Officer and the Board of Directors reviewed the 990 prior to filing. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The President and Chairperson of Ursuline Academy individually review and monitor conflicts of board membership. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The organization makes its governing documents, conflict of interest policy, and financial statements available upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Change in Cash Surrender Value 10,163. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Ursuline Academy of Cincinnati has a finance committee that oversees the audit of the combined financial statements and selection of an independent auditor. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part XI, line 9: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part XII, Line 2c: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 1 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | Ursuline Academy of Cincinnati |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 310538555 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | OH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Provide Education |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | Line 2 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 5535 Pfeiffer Road |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Cincinnati |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 45242 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 1 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 713000 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 1 | 390224 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | Fair Market Value |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 1 | Fair Market Value |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | Ursuline Academy |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 1 | Ursuline Academy |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | B |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 1 | O |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 17451731 |
| IRS990/TotalAssetsEOYAmt | 0 | 19215994 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 17451731 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 19215994 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 465872 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 9951 |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.