Civic Intelligence

Ursuline High School Endowment Fund Inc

990 • Fiscal year 2018 • EIN 81-2509971

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 22, 2019

Organization ProfileN/A
750 Wick AvenueYoungstown, OH 44505

(330) 744-4563

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

72nd percentile

9.2%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,284,498

Up $443,383 (+9.2%) from 2017

Net Assets

Up

$5,284,498

Up $443,383 (+9.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin94th percentile

Revenue

Down

$630,331

Down $4,389,240 (-87%) from 2017

Expenses

Up

$226,324

Up $35,522 (+19%) from 2017

Net Income

Down

$404,007

Down $4,424,762 (-92%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$15M$10M$5.0M$0Assets 2017: $4,841,115Liabilities 2017: $0Net Assets 2017: $4,841,1152017Assets 2018: $5,284,498Liabilities 2018: $0Net Assets 2018: $5,284,4982018Assets 2019: $5,724,953Liabilities 2019: $0Net Assets 2019: $5,724,9532019Assets 2020: $5,743,602Liabilities 2020: $0Net Assets 2020: $5,743,6022020Assets 2021: $7,859,541Liabilities 2021: $0Net Assets 2021: $7,859,5412021Assets 2022: $7,457,779Liabilities 2022: $0Net Assets 2022: $7,457,7792022Assets 2023: $8,302,874Liabilities 2023: $0Net Assets 2023: $8,302,8742023Assets 2024: $10,310,634Liabilities 2024: $0Net Assets 2024: $10,310,6342024Assets 2025: $12,064,557Liabilities 2025: $0Net Assets 2025: $12,064,5572025

Highlighted filing

2018

Assets$5,284,498
Liabilities$0
Net Assets$5,284,498
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$6.0M$4.0M$2.0M$0Revenue 2017: $5,019,571Expenses 2017: $190,802Net Income 2017: $4,828,7692017Revenue 2018: $630,331Expenses 2018: $226,324Net Income 2018: $404,0072018Revenue 2019: $580,204Expenses 2019: $234,163Net Income 2019: $346,0412019Revenue 2020: $1,038,165Expenses 2020: $240,146Net Income 2020: $798,0192020Revenue 2021: $1,001,388Expenses 2021: $258,334Net Income 2021: $743,0542021Revenue 2022: $730,197Expenses 2022: $285,447Net Income 2022: $444,7502022Revenue 2023: $599,825Expenses 2023: $308,742Net Income 2023: $291,0832023Revenue 2024: $908,566Expenses 2024: $224,552Net Income 2024: $684,0142024Revenue 2025: $1,201,642Expenses 2025: $365,742Net Income 2025: $835,9002025

Highlighted filing

2018

Revenue$630,331
Expenses$226,324
Net Income$404,007
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 22, 2019
Return Version
2017v2.3
Gross Receipts
$630,331
Mission and Program Overview

Mission

Ursuline high school endowment fund inc. Was created for the benefit of ursuline high school in youngstown, ohio, a college preparatory high school of the roman catholic diocese of youngstown.

The ursuline high school endowment fund, inc. Is an exclusive support organization for ursuline high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,841,115$5,284,498▲ $443,383
Investments in Publicly Traded Securities$4,754,503$5,111,081▲ $356,578
Savings and Temporary Cash Investments$85,801$166,084▲ $80,283
Cash and Non-Interest-Bearing Accounts$811$7,333▲ $6,522
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,841,115$5,284,498▲ $443,383
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,841,115$5,284,498▲ $443,383
Total Liabilities and Net Assets / Fund Balance$4,841,115$5,284,498▲ $443,383
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
John F HerubinPresident
Michael J FagertVice President
Alfred J FlemingTrustee
Carolyn L KorenicTrustee
Mary FialaTrustee
Matthew D SammartinoTrustee
Patricia FlemingTrustee
Ronald J AmeenTrustee
Scott SchulickTrustee
Thomas MurrayTrustee
W Thomas PooleTrustee
Rev Richard MurphySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$274,452
Program Service Revenue
$0
Investment Income
$355,879
Other Revenue
$0
All Other Contributions
$274,452
Change in Net Assets
$404,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$189,150
Other Expenses$37,174
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$189,150--$189,150
Fees for Service Investment Mgmnt Fees-$33,694-$33,694
Other Expenses-$1,980-$1,980
Fees for Services Accounting-$1,500-$1,500
Total Functional Expenses$189,150$37,174$0$226,324
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ursuline High SchoolYoungstown, OH170(b)(1)(a)(ii)Provide Scholarship Aid to Selected Students and Aid Directly to the School.$189,150
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
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Board trustee who is a financial advisor is the financial advisor for ursuline high school endowment fund inc.”

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

“The entire form 990 was presented to the board of directors prior to filing.”

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

“The board of directors meets biannually as called by the president of the board. Board members are required to give prompt, full and frank disclosure of any conflict of interest or changes in conflicts of interest to the board prior to the board acting on any transaction.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Ursuline High School Endowment Fund Inc
EIN
81-2509971
Phone
3307444563
Address
750 WICK AVENUE, YOUNGSTOWN, OH 44505

Signing Officer

Name
Rev Richard Murphy
Title
Director
Phone
3307444563
Signed
2019-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Richard Murphy
Formed
2016
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Hill Barth & King LLC
Address
6603 SUMMIT DRIVE, CANFIELD, OH 44406
Preparer
James Dascenzo
Phone
3307588613
Raw XML AppendixShowing 400 of 404 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT MONITORING: THE URSULINE HIGH SCHOOL ENDOWMENT FUND GIVES MONEY TO URSULINE HIGH SCHOOL FOR SCHOLARSHIP RECIPIENTS. URSULINE HIGH SCHOOL APPLIES THE SCHOLARSHIP FUND TO TUITION OWED BY SCHOLARSHIP RECIPIENTS. THE HIGH SCHOOL MONITORS COMPLIANCE WITH ALL SCHOLARSHIPS AWARDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD TRUSTEE WHO IS A FINANCIAL ADVISOR IS THE FINANCIAL ADVISOR FOR URSULINE HIGH SCHOOL ENDOWMENT FUND INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTIRE FORM 990 WAS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS MEETS BIANNUALLY AS CALLED BY THE PRESIDENT OF THE BOARD. BOARD MEMBERS ARE REQUIRED TO GIVE PROMPT, FULL AND FRANK DISCLOSURE OF ANY CONFLICT OF INTEREST OR CHANGES IN CONFLICTS OF INTEREST TO THE BOARD PRIOR TO THE BOARD ACTING ON ANY TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0URSULINE HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0340801322
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0170(B)(1)(A)(II)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0750 WICK AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0YOUNGSTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd044505
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0189150
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0SCHEDULED DISTRIBUTIONS FROM ORG.
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0URSULINE HIGH SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04841115
IRS990/TotalAssetsEOYAmt05284498
IRS990/TotalAssetsGrp/BOYAmt04841115
IRS990/TotalAssetsGrp/EOYAmt05284498
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0274452
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037174
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0189150
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226324
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04841115
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05284498
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0189150
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0355879
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0630331
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04841115
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05284498
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0750 WICK AVENUE
IRS990/USAddress/CityNm0YOUNGSTOWN
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044505
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REV RICHARD MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03307444563
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0URSULINE HIGH SCHOOL ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0URSU
ReturnHeader/Filer/EIN0812509971
ReturnHeader/Filer/PhoneNum03307444563
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 WICK AVENUE
ReturnHeader/Filer/USAddress/CityNm0YOUNGSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044505
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BF1CF739B9657BE46E30E380CE459F04C9063529
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0302756C6538AF92D1CCBFBF5BDCF1822BD6AA9DD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.167.186.164
ReturnHeader/FilingSecurityInformation/IPDt02019-03-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:55:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341897225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILL BARTH & KING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06603 SUMMIT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044406
ReturnHeader/PreparerPersonGrp/PhoneNum03307588613
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES DASCENZO
ReturnHeader/ReturnTs02019-03-30T14:29:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,284,498
Liabilities
$0
Net assets
$5,284,498
Revenue
$630,331
Expenses
$226,324
Net income
$404,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.20$0.37$0.84
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.91$0.22$0.68
2023Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.60$0.31$0.29
2022Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.73$0.29$0.44
2021Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$1.00$0.26$0.74
2020Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$1.04$0.24$0.80
2019Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.58$0.23$0.35
2018Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.63$0.23$0.40
2017Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$5.02$0.19$4.83