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Ursuline Foundation

Tax-deductible

Blue Ash, OH501(c)(3)Since 1987EIN 31-1233054

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Support Ursuline Academy of Cincinnati.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
Run by 5 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $436K a year · 36% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $200
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
-2% vs prior year
Spent
$1.2M
To programs
92%
Net assets
$20.2M
By yearFY2020–FY2024
Revenue
$1.2M
FY2024▼ -2%
Revenue by fiscal year
FY2020$565
FY2021$1.1M
FY2022$2.5M
FY2023$1.2M
FY2024$1.2M
FY2024$1.2M
Expenses
$1.2M
FY2024▲ +45%
Expenses by fiscal year
FY2020$477K
FY2021$776K
FY2022$834K
FY2023$946K
FY2024$840K
FY2024$1.2M
Net assets
$20.2M
FY2024▲ +8%
Net assets by fiscal year
FY2020$14.2M
FY2021$18.1M
FY2022$16.0M
FY2023$16.9M
FY2024$18.7M
FY2024$20.2M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1989.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $1.1M Management & general 7% · $87K Fundraising 1% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
Bill Hogan
Trustee/Chair
$0Pt VII · Sec A
Brian Gettelfinger
Trustee/Treasurer
$0Pt VII · Sec A
Jerry Judd
Trustee/Vice Chair
$0Pt VII · Sec A
Kim Renners
Trustee/Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Jennifer Morgan McCane
Director of Finance
$0Pt VII · Sec A
$0Pt VII · Sec A
See Ursuline Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Fund educational programs and resources for Ursuline Academy of Cincinnati.

Provided by the organization

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1 program service account for $1.1M of program spending, described in the organization's own filed words · FY2024.
01

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.

$1.1Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2020
Fidelity FoundationFY2020$200
Total grants receivedfrom 1 funder$200
Grants paid · 14 grants · $4.4M · 2019–2024
Ursuline Academy of CincinnatiOH · FY2024$925,539
Unitemized GrantFY2024$194,462
Unitemized GrantFY2024$3,000
Ursuline Academy of CincinnatiOH · FY2023$713,000
Ursuline Academy of CincinnatiOH · FY2022$688,000
Unitemized GrantFY2022$141,750
Unitemized GrantFY2022$4,000
Ursuline Academy of CincinnatiOH · FY2021$663,000
Unitemized GrantFY2021$47,250
Unitemized GrantFY2021$3,000
Ursuline Academy of CincinnatiOH · FY2020$582,000
Unitemized GrantFY2020$75,250
Unitemized GrantFY2020$2,500
Ursuline Academy of CincinnatiOH · FY2019$407,000

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.2M
Ln 12
Investment incomeLn 3$841K
Gifts and grantsLn 1h$291K
Other incomeLn 4–11$39K
Money outPt IX
$1.2M
Ln 25
Programscol B$1.1M
Managementcol C$87K
Fundraisingcol D$10K
Owns and owesPt X
$20.2M
net assets · Ln 32
Cash and savingsLn 1–2$160K
Total assetsLn 16$20.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$291K
Investment incomeLn 3$841K
Other incomeLn 4–11$39K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$160K
Cash and savings togetherLn 1–2$160K
InvestmentsLn 11–13$19.9M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$127K
Total assetsLn 16$20.2M
LiabilitiesLn 26$0
Net assetsLn 32$20.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$604K$160K
InvestmentsLn 11–13$18.5M$19.9M
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$19.2M$20.2M
LiabilitiesLn 26$525K$0
Net assetsLn 32$18.7M$20.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$926K$926K
Grants to domestic individualsLn 2$197K$197K
Investment management feesLn 11f$72K$72K
Other fees for servicesLn 11g$0$0$0$0
Other expenses (24a–d)Ln 24$25K$15K$10K
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$1.2M$1.1M$87K$10K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.2M$840K$356K$18.7M 990 PDF
FY2023 $1.2M$946K$228K$16.9M 990 PDF
FY2022 $2.5M$834K$1.7M$16.0M 990 PDF
FY2021 $1.1M$776K$369K$18.1M 990 PDF
FY2020 $565$477K−$476K$14.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $1,171,654 across 5 lines filed
VIII-1f All other contributions, gifts and grants$291,453
VIII-1h Total contributions, gifts and grants$291,453
VIII-3 Investment incomeExcluded from tax $841,248$841,248
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $38,953$38,953
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $880,201$1,171,654
Part IX · Statement of functional expenses $1,219,544 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $925,539$925,539
IX-2 Grants to domestic individualsPrograms $197,462$197,462
IX-11f Investment management feesManagement $71,879$71,879
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-24 Other expenses (24a–d)Management $14,713 · Fundraising $9,951$24,664
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $1,123,001 · Management $86,592 · Fundraising $9,951$1,219,544
Part X · Balance sheet $20,154,152 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $603,818$160,384
X-3 Pledges and grants receivableStart of year $1,900$1,500
X-9 Prepaid expenses and deferred chargesStart of year $5,000$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $18,498,539$19,864,774
X-15 Other assetsStart of year $106,737$127,494
X-16 Total assetsStart of year $19,215,994$20,154,152
X-17 Accounts payable and accrued expensesStart of year $525,000$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $525,000$0
X-27 Net assets without donor restrictionsStart of year $663,339$592,955
X-28 Net assets with donor restrictionsStart of year $18,027,655$19,561,197
X-32 Total net assets or fund balancesStart of year $18,690,994$20,154,152
X-33 Total liabilities and net assetsStart of year $19,215,994$20,154,152
Part XI · Reconciliation of net assets $20,154,152 net assets at year end
XI-1 Total revenue$1,171,654
XI-2 Total expenses$1,219,544
XI-3 Revenue less expenses−$47,890
XI-4 Net assets at start of year$18,690,994
XI-5 Net unrealized gains (losses) on investments$1,490,291
XI-9 Other changes in net assets$20,757
XI-10 Net assets at end of year$20,154,152

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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