Ursuline Piazza EIN 37-1655740 Form 990 (PDF) Claim this org

Ursuline Piazza

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Empowering HIV-positive individuals with education and support for healthier lives. For fiscal year 2025 it reported $153K in revenue, $111K in expenses, and $565K in net assets.Pt I

Type
Public charity (501(c)(3)) · Health Care
Location
Cleveland, OH
Website
www.ursulinepiazza.org
Filings
5 on file (2021–2025)
Revenue
$153KFY2025
Expenses
$111K
Net assets
$565K
People
11
Filings
5
Updates
0
More identity details & actions ⌄
EIN  37-1655740 Public charity (501(c)(3)) Cleveland, OH
Form 990 (PDF)
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Size
$100K–1M
What they do
Empowering HIV-positive individuals with education and support for healthier lives.
Leadership
Sister Susan Zion · Executive Director · $73K
Money in and out
$153K revenue, $111K expenses
Bottom line
91% program efficiency
Where the money goes · FY2025
Total revenue
$153K
Pt VIII · Ln 12
Total expenses
$111K
Pt IX · Ln 25
Net assets
$565K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $42K
Where spending went · Part IX cols B–D
Program services $0.91 Management & general $0.09
Program efficiency
91%
of spending reaches programs
Operating runway
61.4mo
months of highly liquid reserves at operating expense rate▲ +15% vs prior filing year
Surplus margin
+28%
revenue over expenses, this year▲ +38% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$153K
FY2025▲ +14%
Total revenue
$153K
Pt VIII · Ln 12
Total expenses
$111K
Pt IX · Ln 25
Net assets
$565K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$42K
Total assetsPt X · Ln 16$568K
Program-expense ratioPt IX · col B91%
Voting members of governing bodyPt I · Ln 310
Independent voting membersPt I · Ln 410

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUrsuline Piazza
EINHdr · item D37-1655740
Principal addressHdr · item CCleveland, OH
WebsiteHdr · item Jwww.ursulinepiazza.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MOH
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHealth Care (E60)
Ruling yearIRS BMFAug 2012

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a10
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$72,900Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Sister Susan Zion’s $73K as Executive Director is at the 58th percentile of top reported officer pay among 1965 $100K–1M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Sister Susan Zion$72,900$65,000$62,400$50,000$50,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

3 program services account for $101K of program spending, described in the organization's own filed words · FY2024.
01

Client Assistance-This program is designed to help clients bridge the gap between their income and daily needs. Assistance includes transportation bus tickets toiletries nutrition and advice. There were 82 clients served.

$74Kprogram expense
02

Club 95-A support group that meets monthly for 1.5 hours to provide education for clients on adherence to medication schedules and other topics. There were 35 participants in this FY and 9 meetings were held during the year.

$16Kprogram expense
03

Housed UP -This program assisted clients to maintain stable housing assistance included help with rent and utilities and moving expenses. There were 9 served by this program.

$11Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$93K · 61%
Other revenue$35K · 23%
Investment income$20K · 13%
Program service revenue$5K · 3%
Contributions & grants61%$93K
Other revenue23%$35K
Investment income13%$20K
Program service revenue3%$5K
Total revenueLn 12$153K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.91 Management & general $0.09
Program services91%$101K
Management & general9%$10K
Total functional expensesLn 25$111K

Balance Sheet

Part X · end of year
CashLn 1$568K
Total assetsLn 16$568K
Total liabilitiesLn 26$3K
Total net assetsLn 32$565K
Months of cash on handcomputed61.4

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $568K · Operating expenses/yr $111K
61.4 months
Where the money goes
Program services
Program services $101K · Total expenses $111K
91%
Management & General
Management & general $10K · Total expenses $111K
9%
Fundraising
Fundraising $0 · Total expenses $111K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $93K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $93K · Total revenue $153K
61%
Government reliance
Government grants $0 · Total revenue $153K
0%
Earned-income share
Program service revenue $5K · Total revenue $153K
3%
Investment reliance
Investment income $20K · Total revenue $153K
+13%
Program self-sufficiency
Program service revenue $5K · Total expenses $111K
5%
Growth & trend
Revenue growth (YoY)
This year $153K · Prior year $135K
+14%
Revenue CAGR
FY2020 $181K · FY2024 $153K
-4%
Net-asset trend (YoY)
End of year $565K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $153K · Expenses $111K
+28%
Liabilities-to-Assets
Total liabilities — · Total assets $568K
Net-asset ratio
Net assets $565K · Total assets $568K
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $568K
0%
People & payroll
Highest Reported Total Compensation
Individual Sister Susan Zion · Reported title Executive director · Highest reported compensation $73K · Total expenses $111K
66%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $90K · Total expenses $111K
81%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 91%
Overhead ratio 9%
Fundraising cost ratio 0%
Revenue growth 14%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 2%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$19K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$153K revenue · viewing · ⤓ 990 PDF
FY2024$135K revenue · ⤓ 990 PDF
FY2023$170K revenue · ⤓ 990 PDF
FY2022$175K revenue · ⤓ 990 PDF
FY2021$181K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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