Civic Intelligence

Ursuline High School Endowment Fund Inc

990 • Fiscal year 2023 • EIN 81-2509971

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 09, 2024

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

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

25th percentile

$42,022

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-18%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$8,302,874

Up $845,095 (+11%) from 2022

Net Assets

Up

$8,302,874

Up $845,095 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin90th percentile

Revenue

Down

$599,825

Down $130,372 (-18%) from 2022

Expenses

Up

$308,742

Up $23,295 (+8.2%) from 2022

Net Income

Down

$291,083

Down $153,667 (-35%) from 2022

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

2023

Assets$8,302,874
Liabilities$0
Net Assets$8,302,874
Open 2023 Filing

Operations Trend

Revenue Growth19th 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

2023

Revenue$599,825
Expenses$308,742
Net Income$291,083
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 9, 2024
Return Version
2022v5.0
Gross Receipts
$599,825
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$7,457,779$8,302,874▲ $845,095
Investments in Publicly Traded Securities$6,948,131$7,941,645▲ $993,514
Savings and Temporary Cash Investments$507,549$330,050▼ $177,499
Cash and Non-Interest-Bearing Accounts$2,099$31,179▲ $29,080
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,457,779$8,302,874▲ $845,095
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,457,779$8,302,874▲ $845,095
Total Liabilities and Net Assets / Fund Balance$7,457,779$8,302,874▲ $845,095
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleOtherTotal
Rev Richard MurphySecretary$42,022$42,022

Board Members and Trustees

NameTitle
John F HerubinPresident
Michael J FagertVice President
Alfred J FlemingTrustee
Mary FialaTrustee
Patricia FlemingTrustee
W Thomas PooleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$366,974
Program Service Revenue
$0
Investment Income
$232,851
Other Revenue
$0
All Other Contributions
$366,974
Change in Net Assets
$291,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$258,305
Other Expenses$50,437
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$258,305--$258,305
Fees for Service Investment Mgmnt Fees-$45,738-$45,738
Fees for Services Accounting-$3,200-$3,200
Other Expenses-$1,499-$1,499
Total Functional Expenses$258,305$50,437$0$308,742
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ursuline High SchoolYoungstown, OHSection 501(c)(3)Provide Scholarship Aid to Selected Students and Aid Directly to the School.$258,305
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 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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“One voting board member and two non-voting board members are employed at the beneficiary school of the endowment, ursuline high school.”

Form 990, Part VI, Section A, Line 3

“Two prior board trustees who are financial advisors are the financial advisors 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
2024-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Richard Murphy
Formed
2016
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

Preparer

Firm
Hill Barth & King LLC
Address
6603 SUMMIT DRIVE, CANFIELD, OH 44406
Preparer
James Dascenzo
Phone
3307588613
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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:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONE VOTING BOARD MEMBER AND TWO NON-VOTING BOARD MEMBERS ARE EMPLOYED AT THE BENEFICIARY SCHOOL OF THE ENDOWMENT, URSULINE HIGH SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TWO PRIOR BOARD TRUSTEES WHO ARE FINANCIAL ADVISORS ARE THE FINANCIAL ADVISORS FOR URSULINE HIGH SCHOOL ENDOWMENT FUND INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ENTIRE FORM 990 WAS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
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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/InvolvedAmt0258305
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07457779
IRS990/TotalAssetsEOYAmt08302874
IRS990/TotalAssetsGrp/BOYAmt07457779
IRS990/TotalAssetsGrp/EOYAmt08302874
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0366974
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050437
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0258305
IRS990/TotalFunctionalExpensesGrp/TotalAmt0308742
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07457779
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08302874
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0258305
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0232851
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0599825
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07457779
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08302874
IRS990/TotReportableCompRltdOrgAmt042022
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0750 WICK AVENUE
IRS990/USAddress/CityNm0YOUNGSTOWN
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044505
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REV RICHARD MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03307444563
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-09
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES DASCENZO
ReturnHeader/ReturnTs02024-02-24T10:32:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0REV

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,302,874
Liabilities
$0
Net assets
$8,302,874
Revenue
$599,825
Expenses
$308,742
Net income
$291,083
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