URSULINE HIGH SCHOOL ENDOWMENT FUND INC (EIN 812509971) - 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

2016

Legal Domicile

Principal Officer

REV RICHARD MURPHY

Phone

3307444563

Tax Period

2024-07-01 to 2025-06-30

URSULINE HIGH SCHOOL ENDOWMENT FUND INC, founded in 2016, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $836K, a strong 70% operating margin.

Mission

THE URSULINE HIGH SCHOOL ENDOWMENT FUND, INC. IS AN EXCLUSIVE SUPPORT ORGANIZATION FOR URSULINE HIGH SCHOOL.

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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 $609,381

Program Service Revenue $0

Investment Income $592,261

Other Revenue $0

TOTAL REVENUE $1,201,642

Expense Breakdown

Grants Paid $303,294

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $303,294

Other Expenses $62,448

TOTAL EXPENSES $365,742

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,201,642	$908,566	+0.3%
Expenses	$365,742	$224,552	+0.6%
Net Income	$835,900	$684,014	+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

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

$44,388

Total Directors

$44,388

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN F HERUBIN	TRUSTEE,CHAIRMAN	1.00	Officer Director	$0	$0	$0
ALFRED J FLEMING	TRUSTEE	1.00	Director	$0	$0	$0
REV RICHARD MURPHY	TRUSTEE,SECRETARY	3.00	Officer Director	$0	$0	$44,388
PATRICIA FLEMING	TRUSTEE	1.00	Director	$0	$0	$0
W THOMAS POOLE	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY MORGIONE	TRUSTEE,VICE CHAIR	1.00	Officer Director	$0	$0	$0
CAROLYN KORENIC	RECORDING SECRETARY	1.00	Officer	$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	$1,201,642	$365,742	$12,064,557	$835,900
2024	$908,566	$224,552	$10,310,634	$684,014
2023	$599,825	$308,742	$8,302,874	$291,083
2022	$730,197	$285,447	$7,457,779	$444,750
2021	$1,001,388	$258,334	$7,859,541	$743,054
2020	$1,038,165	$240,146	$5,743,602	$798,019
2019	$580,204	$234,163	$5,724,953	$346,041
2018	$630,331	$226,324	$5,284,498	$404,007

URSULINE HIGH SCHOOL ENDOWMENT FUND INC