Civic Intelligence

Ursuline High School Endowment Fund Inc

990 • Fiscal year 2019 • EIN 81-2509971

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 22, 2020

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.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

65th percentile

8.3%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-8.0%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,724,953

Up $440,455 (+8.3%) from 2018

Net Assets

Up

$5,724,953

Up $440,455 (+8.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin93rd percentile

Revenue

Down

$580,204

Down $50,127 (-8.0%) from 2018

Expenses

Up

$234,163

Up $7,839 (+3.5%) from 2018

Net Income

Down

$346,041

Down $57,966 (-14%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$5,724,953
Liabilities$0
Net Assets$5,724,953
Open 2019 Filing

Operations Trend

Revenue Growth23rd 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

2019

Revenue$580,204
Expenses$234,163
Net Income$346,041
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 22, 2020
Return Version
2018v3.1
Gross Receipts
$580,204
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$5,284,498$5,724,953▲ $440,455
Investments in Publicly Traded Securities$5,111,081$5,501,575▲ $390,494
Savings and Temporary Cash Investments$166,084$222,310▲ $56,226
Cash and Non-Interest-Bearing Accounts$7,333$1,068▼ $6,265
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,284,498$5,724,953▲ $440,455
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,284,498$5,724,953▲ $440,455
Total Liabilities and Net Assets / Fund Balance$5,284,498$5,724,953▲ $440,455
Compensation and Service Providers
Top Officer Pay21st 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
$298,803
Program Service Revenue
$0
Investment Income
$281,401
Other Revenue
$0
All Other Contributions
$298,803
Change in Net Assets
$346,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$198,019
Other Expenses$36,144
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$198,019--$198,019
Fees for Service Investment Mgmnt Fees-$32,333-$32,333
Other Expenses-$2,311-$2,311
Fees for Services Accounting-$1,500-$1,500
Total Functional Expenses$198,019$36,144$0$234,163
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.$198,019
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
Yes
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
2020-01-22
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
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0198019
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(B)(1)(A)(II)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE SCHOLARSHIP AID TO SELECTED STUDENTS AND AID DIRECTLY TO THE SCHOOL.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0URSULINE HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0340801322
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0750 WICK AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0YOUNGSTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044505
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/InvolvedAmt0198019
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0URSULINE HIGH SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05284498
IRS990/TotalAssetsEOYAmt05724953
IRS990/TotalAssetsGrp/BOYAmt05284498
IRS990/TotalAssetsGrp/EOYAmt05724953
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0298803
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036144
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0198019
IRS990/TotalFunctionalExpensesGrp/TotalAmt0234163
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05284498
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05724953
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0198019
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0281401
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0580204
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05284498
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05724953
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/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REV RICHARD MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03307444563
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-22
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C82C1F3D18F29FB766C6B3C65C99C9953C60674D

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,724,953
Liabilities
$0
Net assets
$5,724,953
Revenue
$580,204
Expenses
$234,163
Net income
$346,041
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
Peer Organizations

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