THE URSULINE CENTER (EIN 311493656) - 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

1993

Legal Domicile

Principal Officer

BRIGID KENNEDY

Phone

3307994941

Tax Period

2024-07-01 to 2025-06-30

THE URSULINE CENTER, founded in 1993, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $3.7M left a modest 12% surplus.

Mission

TO SERVE THE EDUCATIONAL, SPIRITUAL, PHYSICAL AND EMOTIONAL NEEDS OF CHILDREN AND ADULTS.

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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 $549,717

Program Service Revenue $56,209

Investment Income $10,301

Other Revenue $3,555,755

TOTAL REVENUE $4,171,982

Expense Breakdown

Grants Paid $372,114

Salaries & Benefits $759,285

Fundraising Expenses $99,951

Program Expenses $3,355,377

Other Expenses $2,522,401

TOTAL EXPENSES $3,653,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,171,982	$3,537,876	+0.2%
Expenses	$3,653,800	$2,859,346	+0.3%
Net Income	$518,182	$678,530	-0.2%

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

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

$140,202

Total Directors

$140,202

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIGID KENNEDY	PRESIDENT/TREASURER/SECRET	4.00	Officer Director	$0	$13,841	$140,202
SISTER REGINA ROGERS	VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
FRANK DIXON	DIRECTOR	1.00	Director	$0	$0	$0
FR STEVE ZEIGLER	DIRECTOR	1.00	Director	$0	$0	$0
SISTER MARY ALYCE KOVAL	DIRECTOR	1.00	Director	$0	$0	$0
SHELIA TRIPLETT	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SCHULICK	DIRECTOR	1.00	Director	$0	$0	$0
SISTER PATRICIA MCNICHOLAS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK LOWRY	DIRECTOR	1.00	Director	$0	$0	$0
SISTER MARY MCCORMICK	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JOAN LAWSON	DIRECTOR	1.00	Director	$0	$0	$0
JIM DASCENZO	DIRECTOR	1.00	Director	$0	$0	$0

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	$4,171,982	$3,653,800	$4,932,719	$518,182
2024	$3,537,876	$2,859,346	$4,363,820	$678,530
2023	$2,871,205	$2,846,931	$5,044,378	$24,274
2022	$3,715,452	$3,475,053	$4,809,291	$240,399
2021	$4,294,873	$3,880,941	$4,509,595	$413,932
2020	$3,546,085	$3,865,516	$4,375,514	$-319,431
2019	$3,627,967	$3,349,839	$4,291,010	$278,128

THE URSULINE CENTER