Ursuline Foundation (EIN 311233054) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Phone

5137915791

Tax Period

2024-07-01 to 2025-06-30

Ursuline Foundation, founded in 1987, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Net assets of $20.2M represent 206 months of operating reserves.

Mission

Support Ursuline Academy of Cincinnati.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $291,453

Program Service Revenue $0

Investment Income $841,248

Other Revenue $38,953

TOTAL REVENUE $1,171,654

Expense Breakdown

Grants Paid $1,123,001

Salaries & Benefits $0

Fundraising Expenses $9,951

Program Expenses $1,123,001

Other Expenses $96,543

TOTAL EXPENSES $1,219,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,171,654	$1,196,049	0.0%
Expenses	$1,219,544	$839,820	+0.5%
Net Income	$-47,890	$356,229	-1.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$292,984

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bill Hogan	Trustee/Chair	1.0	Officer Director	$0	$0	$0
Brian Gettelfinger	Trustee/Treasurer	1.0	Officer Director	$0	$0	$0
Jerry Judd	Trustee/Vice Chair	1.0	Officer Director	$0	$0	$0
Kim Renners	Trustee/Secretary	1.0	Officer Director	$0	$0	$0
Colleen Devanney	Trustee	1.0	Director	$0	$0	$0
Craig Sherman	CFOO	1.0	Officer	$0	$0	$0
Jennifer Morgan McCane	Director of Finance	1.0	Officer	$0	$10,675	$118,756
Patricia Boehm	President	1.0	Officer	$0	$10,832	$174,228

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,171,654	$1,219,544	$20,154,152	$-47,890
2024	$1,196,049	$839,820	$19,215,994	$356,229
2023	$1,173,039	$945,517	$17,451,731	$227,522
2022	$2,536,602	$833,880	$16,524,808	$1,702,722
2021	$1,144,292	$775,759	$18,630,795	$368,533
2020	$565	$476,762	$14,182,612	$-476,197
2019	$917,503	$550,001	$14,228,510	$367,502
2018	$1,588,653	$509,489	$13,986,959	$1,079,164

Ursuline Foundation