2025-04-24T15:12:59-05:00 2024-06-30 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2023-07-01 311233054 Ursuline Foundation URSU 5137915791 5535 Pfeiffer Road Cincinnati OH 45242 Bill Hogan Trustee/Chair 5137915791 2025-04-23 1 1 Paula Hume P00537516 5132418313 2025-04-23 2023 2025-03-06 01:10:19Z Bill Hogan 5535 Pfeiffer Road Cincinnati OH 45242 1196049 0 X N/A X 1987 OH Support Ursuline Academy of Cincinnati. 5 5 0 6 0 0 438490 465872 0 0 734549 730177 0 0 1173039 1196049 833750 717500 0 0 0 0 0 0 9951 111767 122320 945517 839820 227522 356229 17451731 19215994 553000 525000 16898731 18690994 X Support Ursuline Academy of Cincinnati. 0 0 717500 717500 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. In the Catholic tradition of an Ursuline education, the school's mission is to prepare a young woman for college and beyond by nurturing her soul, intellect, heart, and imagination. Guided by the counsels of St. Angela Merici, Ursuline fosters faith, service, and sisterhood that encourages each student to explore and share her gifts. Rooted by a strong sense of community, students are empowered to become confident, independent thinkers and leaders learning not just for school but for life. The Foundation directly funds student scholarships, increasing access for students from diverse backgrounds to obtain an Ursuline education. 717500 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X Craig Sherman 5137915791 5535 Pfeiffer Road Cincinnati OH 45242 Sue Grathwohl Trustee/Treasurer 1.00 X X 0 0 0 Bill Hogan Trustee/Chair 1.00 X X 0 0 0 Jerry Judd Trustee/Vice Chair 1.00 X X 0 0 0 Kim Renners Trustee/Secretary 1.00 X X 0 0 0 Brian Gettelfinger Trustee 1.00 X 0 0 0 Jennifer Morgan-McCane Director of Finance 1.00 39.00 X 0 105360 14383 Patricia Boehm Interim President - Start 07/23 1.00 39.00 X 0 117521 4840 0 222881 19223 0 0 0 0 0 465872 465872 730177 730177 1196049 0 0 730177 713000 713000 4500 4500 10521 10521 66464 66464 443 443 Bad Debt Expense 23933 23933 Miscellaneous 11008 11008 Development Expenses 9951 9951 839820 717500 112369 9951 921638 603818 19563 1900 5000 5000 16408955 18498539 96575 106737 17451731 19215994 553000 525000 553000 525000 X 425846 663339 16472885 18027655 16898731 18690994 17451731 19215994 X 356229 1425871 10163 X X 0 1 X 1 0 X X 1 Ursuline Academy of Cincinnati 310538555 2 1 713000 0 1 713000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15394280 588077 1858636 707930 17133063 14488551 349992 1184393 628656 15394280 16836629 307960 -2186702 469336 14488551 13299615 294963 4175378 513390 419937 16836629 13152156 276281 248428 377250 13299615 0.72000 0.28000 0 0 0 X 2565619 1425871 10163 1436034 1129585 66464 66464 1196049 773356 0 773356 66464 66464 839820 Part V, Line 4: Funds are used to support Ursuline Academy of Cincinnati. Part X, Line 2: The School and Foundation are each exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, both are subject to federal income tax on any unrelated business taxable income. UA Real Estate is treated as a disregarded entity of the School for tax purposes and profits and losses pass-through directly to the School. As a religious organization, the School is not required to file annual federal or state information returns. The School and Foundation believe they have appropriate support for any tax positions taken, and therefore, do not have any uncertain income tax positions that are material to the financial statements. Part XI, Line 2d - Other Adjustments: Change in Cash Surrender Value 10,163. 1 Ursuline Academy of Cincinnati 5535 Pfeiffer Road Cincinnati OH 45242 310538555 501(c)(3) 713000 0 To support the mission of Ursuline Academy of Cincinnati 1 0 Part I, Line 2: Investment funds are maintained regularly. Students apply for the scholarship and an internal committee of 4 employees including the President and the School Principal determine the scholarships. Form 990, Part VI, Section B, line 11b Chief Financial Officer and the Board of Directors reviewed the 990 prior to filing. Form 990, Part VI, Section B, line 12c The President and Chairperson of Ursuline Academy individually review and monitor conflicts of board membership. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available upon request. Form 990, Part XI, line 9: Change in Cash Surrender Value 10,163. Form 990, Part XII, Line 2c: Ursuline Academy of Cincinnati has a finance committee that oversees the audit of the combined financial statements and selection of an independent auditor. Ursuline Academy of Cincinnati 5535 Pfeiffer Road Cincinnati OH 45242 310538555 Provide Education OH 501(C)(3) Line 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Ursuline Academy B 713000 Fair Market Value Ursuline Academy O 390224 Fair Market Value