2026-02-10T09:19:48-06:00 2025-06-30 251637458 LOUIS PLUNG & COMPANY LLP 20 STANWIX ST SUITE 901 PITTSBURGH PA 15222 990 2024-07-01 251401610 URSULINE SUPPORT SERVICES URSU 4122244700 2717 MURRAY AVENUE PITTSBURGH PA 15217 ANTHONY J TURO EXECUTIVE DIRECTOR 4122244700 2026-02-09 1 1 JOSEPH C ZOVKO P00299402 4122818771 2024 2025-03-06 01:10:19Z ANTHONY J TURO 2717 MURRAY AVENUE PITTSBURGH PA 15217 3245518 0 X WWW.URSULINESUPPORTSERVICES.ORG X 1981 PA HELPING INDIVIDUALS WHO EXPERIENCE CHALLENGES POSED BY LIFE'S TRANSITIONS INSPIRING HOPE. 14 14 43 19 0 0 2575790 2572213 714115 673304 1 1 2446 0 3292352 3245518 0 0 0 0 2608117 2651151 0 0 17275 635622 584296 3243739 3235447 48613 10071 1243382 1301742 531729 580018 711653 721724 X HELPING INDIVIDUALS WHO EXPERIENCE CHALLENGERS POSED BY LIFE'S TRANSITIONS, INSPIRING HOPE THROUGH PROTECTION, EDUCATION, AND ADVOCACY. SEE SCHEDULE O FOR URSULINE'S VISION. 0 0 510000 573153 GUARDIANSHIP SERVICES - URSULINE ORIGINALLY ESTABLISHED ITS GUARDIANSHIP PROGRAM THROUGH A CONTRACT WITH THE ALLEGHENY COUNTY AREA AGENCY ON AGING (AAA). THIS PROGRAM PRIMARILY SERVES LOW-INCOME PERSONS WHO ARE 60+ IN AGE AND MEET THE AAA CRITERIA FOR SERVICE. TODAY, URSULINE IS THE ONLY AGENCY IN ALLEGHENY COUNTY CONTRACTED TO PROVIDE SUCH SERVICES FOR THIS SEGMENT OF THE POPULATION. AS PART OF THE COUNTY CONTRACT, URSULINE MAINTAINS A CONTRACT WITH KANE REGIONAL NURSING CENTERS TO PROVIDE SERVICES TO APPROPRIATE RESIDENTS IN THIER FACILITIES.IN ADDITION TO THIS COUNTY-CONTRACTED ACTIVITY, URSULINE PROVIDES GUARDIANSHIP SERVICES TO BOTH INDIGENT WARDS AND THOSE WITH LARGE ESTATES WHO RESIDE INSIDE AND OUTSIDE ALLEGHENY COUNTY. THESE SERVICES ARE PROVIDED THROUGH URSULINE'S PRIVATE (FEE FOR SERVICE) GUARDIANSHIP PROGRAM TO INDIVIDUALS RESIDING IN MORE THAN 15 COUNTIES THROUGHOUT THE WESTERN PENNSYLVANIA AREA, THE LARGEST CONCENTRATION OF THOSE RESIDING IN CAMBRIA COUNTY. SERVICES ARE ALSO PROVIDED TO WARDS AND OTHER DISABLED PERSONS THROUGH URSULINE'S SPECIAL NEEDS TRUST. URSULINE PROVIDES THESE SERVICES TO 181 WARDS LOCATED INSIDE AND OUTSIDE OF ALLEGHENY COUNTY. 1606646 PROTECTIVE SERVICES - THROUGH A CONTRACT WITH THE ALLEGHENY COUNTY AREA AGENCY ON AGING, URSULINE'S PROTECTIVE SERVICES INVESTIGATORS IDENTIFY OLDER ADULTS WHO ARE VULNERABLE TO ABUSE, NEGLECT, AND EXPLOITATION. THESE ABUSES CAN TAKE THE FORM OF SELF-NEGLECT, CAREGIVER NEGLECT, ABANDONMENT, OR PHYSICAL, SEXUAL, EMOTIONAL AND FINANCIAL DISTRESS. URSULINE'S STAFF INVESTIGATES ALL ALLEGATIONS OF ABUSE AND, THROUGH WORKING THROUGH VARIOUS RESOURCES, DEVELOPS A PLAN TO CORRECT THE SITUATION. URSULINE IDENTIFIED 2,411 REPORTS OF NEED DURING THE YEAR. 155397 SERVICE COORDINATION/SUPPORTIVE LIVING ENHANCEMENT PROGRAM (SLEP) - WITH NEARLY 35 YEARS' EXPERIENCE WORKING WITH SENIORS, URSULINE IS ABLE TO MEET AND FACE THE CHALLENGES APPARENT IN PRESENT-DAY PUBLIC HOUSING FACILITIES. THE ADDITION OF SERVICE COORDINATION WAS A NATURAL EXTENSION OF URSULINE'S EXISTING ARRAY OF SERVICES PROVIDED TO THE ELDERLY THROUGHOUT THE COMMUNITY.IN ADDITION TO PROVIDING INFORMATION AND REFERRAL, ADVOCACY AND LINKING INDIVIDUALS TO COMMUNITY RESOURCES, URSULINE'S SERVICE COORDINATORS THROUGHOUT THE CITY OF PITTSBURGH WORK WITH THE RESIDENTS TO ARRANGE RECREATIONAL ACTIVITIES AND PROVIDE HEALTH SUPPORT. SERVICE COORDINATORS ALSO ARRANGE INFORMATIONAL AND EDUCATIONAL PRESENTATIONS. FOR RESIDENTS. SLEP IS A PROGRAM OF, AND UNDERWRITTEN BY, THE HOUSING AUTHORITY OF THE CITY OF PITTSBURGH AND SUPPORTED BY THE ALLEGHENY COUNTY AREA AGENCY ON AGING. URSULINE SERVED 685 RESIDENTS DURING THE YEAR. 596742 100151 INDEPENDENCE SUPPORT SERVICES (ISS) - CHECKS & BALANCE - URSULINE'S MONEY MANAGEMENT PROGRAM (NOW REFERRED TO AS "CHECKS & BALANCE"), SPONSORED BY THE ALLEGHENY COUNTY AREA AGENCY ON AGING, ASSISTS LOW-INCOME ELDERLY PERSONS WHO HAVE DIFFICULTY WITH THEIR FINANCIAL AFFAIRS AND MAINTAINING THEIR MONTHLY CASH FLOW.IMPLEMENTED ACCORDING TO A NATIONAL MODEL DEVELOPED BY AARP, THIS PROGRAM MATCHES TRAINED VOLUNTEERS WITH SENIORS WHO NEED HELP BUDGETING AND ENSURING THAT THEIR BILLS ARE PAID ON TIME. THE VOLUNTEERS PREPARE BILLS FOR PAYMENT, ASSIST WITH CHECK WRITING AND BALANCE CHECKBOOKS. ONE OF THE CORE CONCEPTS OF THE PROGRAM IS TO KEEP SENIORS FINANCIALLY INDEPENDENT, BY ENSURING THAT ALL THEIR MONTHLY OBLIGATIONS ARE MET. URSULINE PROVIDED SERVICES TO 05 CONSUMERS DURING THE YEAR.BEGINNING IN 2014, THE PROGRAM BEGAN OFFERING REPRESENTATIVE PAYEE SERVICES IN CONJUNCTION WITH THE SOCIAL SECURITY ADMINISTRATION USING THE SAME VOLUNTEER SUPPORT MODEL THAT IS THE BASIS OF THE CHECKS & BALANCE PROGRAM. URSULINE PROVIDED SERVICES TO 83 CONSUMERS DURING THE YEAR. 596742 100151 2868785 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 43 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X JOHN DAUB 4122244700 2717 MURRAY AVENUE PITTSBURGH PA 15217 X JOHN HALLER DIRECTOR 2.00 X 0 0 0 BRADFORD HOLDEN DIRECTOR 2.00 X 0 0 0 MILES A URBAN VICE CHAIR 2.00 X X 0 0 0 SCOTT PIPITONE DIRECTOR 2.00 X 0 0 0 SEAN MCCANN DIRECTOR 2.00 X 0 0 0 ROBERT T O'CONNOR CHAIR 2.00 X X 0 0 0 NICHOLAS BARONE DIRECTOR 2.00 X 0 0 0 JENNETT HAFER SECRETARY 2.00 X X 0 0 0 RANDY DETWEILER DIRECTOR 2.00 X 0 0 0 NICHOLE E SISK DIRECTOR 2.00 X 0 0 0 LISA R SKINNER DIRECTOR 2.00 X 0 0 0 ELIZABETH A ZAWISTOWSKI DIRECTOR 2.00 X 0 0 0 CHRISTOPHER ALBECKER CPA TREASURER 2.00 X X 0 0 0 JEFFREY T SARABOK RN MBA DIRECTOR 2.00 X 0 0 0 LISA KERLIK DIRECTOR 2.00 X 0 0 0 DAVID POLLINO DIRECTOR 2.00 X 0 0 0 JOHN DAUB DIRECTOR OF FINANCE & OPER 40.00 X 108112 0 2703 ANTHONY J TURO EXECUTIVE DIRECTOR 40.00 X 133222 0 14055 241334 0 16758 2 0 0 0 0 2130 2539365 30718 2572213 PRIVATE GUARDIANSHIP 900099 573153 573153 PROGRAM SERVICE REVENU 900099 86347 86347 MISCELLANEOUS INCOME 900099 13804 13804 673304 1 1 3245518 673304 0 1 276554 15747 245060 15747 2161142 2098641 62501 213455 206555 6900 40276 38748 1528 63018 62931 87 70552 70122 430 10717 10717 40196 40056 140 CONTRACT SERVICES 203390 201442 1948 COMMUNICATION 44774 42847 1924 3 CREDIT LOSS EXPENSES 44573 44537 36 66800 47159 18116 1525 3235447 2868785 349387 17275 167711 64425 76235 76474 815225 1032391 5512 4870 296779 264323 43173 32456 135526 91126 1243382 1301742 315743 219133 75833 76071 0 189515 140153 95299 531729 580018 X 642833 693946 68820 27778 711653 721724 1243382 1301742 10071 0 X X 0 1 X 1 0 X 1587753 1577823 2187190 2575790 2572213 10500769 1587753 1577823 2187190 2575790 2572213 10500769 10500769 3 2 2 1 1 9 10500778 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 4053855 5911 6150 4053616 1 192903 192132 771 39414 39414 0 64462 32777 31685 32456 RIGHT OF USE ASSETS 91126 91126 OPERATING LEASES 95299 95299 X 3245518 0 3245518 0 3245518 3235447 0 3235447 0 3235447 PART X, LINE 2: INCOME TAXES - THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1 )(A)(VI) AS IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS ON JUNE 30, 2024 AND 2025. THE ORGANIZATION'S POLICY IS TO CLASSIFY ANY INCOME TAX RELATED INTEREST AND PENALTIES TO INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART IV, LINE 1B: THE GUARDIANSHIP PROGRAM IS A PROGRAM TO CARE FOR ELDERLY INDIVIDUALS (WARDS) WHO ARE UNABLE TO CARE FOR THEMSELVES (INCAPACITATED). ACTING AS A PROTECTOR WITH ACCOUNTABILITY TO THE COURTS, THE GUARDIANSHIP PROGRAMS OVERSEE THE FINANCIAL ASSESTS OF THESE WARDS. BECAUSE THE ASSETS ARE HELD BY URSULINE AS LEGAL GUARDIAN FOR THE INCAPACITATED, THE ASSETS ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF URSULINE. ALL OF THE ASSETS OF THE WARDS ARE OWNED BY THE WARDS AND NOT BY URSULINE SUPPORT SERVICES. PART IV, LINE 2B: THE ESCROW BANK ACCOUNT IS SET UP FOR THE FEES DUE TO THE COURT UPON DEATH OF THE WARD. EACH PERSON TAKEN INTO GUARDSHIP MUST MAKE AN INITIAL DEPOSIT INTO THE BANK ACCOUNT. ADDITIONAL DEPOSITS PER WARD ARE BASED UPON THE ASSET LEVEL OF EACH WARD, PLUS ANY INCOME GENERATED THROUGHOUT THE LIFE OF GUARDIANSHIP. MONEY IS THEN TRANSFERRED FROM THE GUARDIANSHIP ESCROW BANK ACCOUNT AND DEPOSITED TO A LIABILITY ACCOUNT TO PAY FOR COSTS FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: URSULINE ENGAGED HOFFMANN CONSULTING, LLC IN EARLY 2024 TO FACILITATE A STRATEGIC PLANNING PROCESS TO GUIDE THE NEXT EVOLUTION OF THE ORGANIZATION. THIS PROCESS INCLUDED EXTENSIVE INPUT FROM STAFF, MEMBERS OF THE BOARD, FUNDERS, AND COMMUNITY MEMBERS. BASED ON THESE DIVERSE INPUTS, THIS PLANNING PROCESS REFINED THE ORGANIZATION'S MISSION AND VISION TO SERVE AS A GUIDE FOR THE ORGANIZATION'S FUTURE DIRECTION: URSULINE SUPPORT SERVICES' MISSION IS TO PROVIDE PERSONALIZED SOCIAL SUPPORT AND FINANCIAL GUIDANCE WITH THE COMPASSION AND CARE EVERYONE DESERVES. URSULINE SUPPORT SERVICES' VISION IS THAT AGE AND ABILITY ARE NO LONGER BARRIERS TO A LIFE OF INDEPENDENCE, CONNECTION, AND PURPOSE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO ACT IN PLACE AND STEAD OF THE BOARD BETWEEN BOARD MEETINGS ON ALL MATTERS, EXCEPT THOSE SPECIFICALLY RESERVED TO THE BOARD BY THE BYLAWS OR THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA. THE EXECUTIVE COMMITTEE SHALL REPORT ALL ACTIONS TO THE BOARD AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 AND REQUIRED SCHEDULES ARE REVIEWED WITH URSULINE INTERNAL MANAGEMENT AS WELL AS THE AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, A COMPLETE COPY IS PROVIDED TO THE BOARD OF TRUSTEES IN ADVANCE OF FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE REQUIRED TO READ AND UNDERSTAND URSULINE'S CONFLICT OF INTEREST POLICY AT THE TIME THEY JOIN THE BOARD, AND MUST SIGN AND DATE A DECLARATION STATEMENT DISCLOSING ANY POTENTIAL CONFLICTS THAT EXIST. AT THE BEGINNING OF EVERY FISCAL YEAR, ALL BOARD MEMBERS UPDATE THEIR DECLARATION STATEMENT BY SIGNING AND DATING AN ANNUAL AFFIRMATION AND COMPLIANCE AND DISCLOSURE STATEMENT THAT IS KEPT ON FILE. IF A BOARD MEMBER BELIEVES HE OR SHE IS IN A SITUATION THAT REPRESENTS A POTENTIAL CONFLICT OF INTEREST, THE BOARD CHAIR AS WELL AS THE EXECUTIVE DIRECTOR IS NOTIFIED. THE BOARD CHAIR MAY ALSO BRING THE POTENTIAL CONFLICT SITUATION TO THE BOARD FOR THEIR INPUT. WITH RESPECT TO ACTUAL OR POTENTIAL CONFLICTS, THE INTERESTED BOARD MEMBER MUST ABSTAIN FROM VOTING AND SHALL NOT PARTICIPATE IN DISCUSSIONS PERTAINING TO THAT MATTER. FORM 990, PART VI, SECTION B, LINE 15A COMPARABILITY DATA REGARDING THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE IS DISCUSSED DURING EXECUTIVE SESSIONS AT APPROPRIATE BOARD MEETINGS. THE COMPENSATION PACKAGE IS APPROVED BY AN INDEPENDENT BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII THE FOLLOWING MEMBER SERVES ON THE URSULINE BOARD OF DIRECTORS AS DIRECTORS EMERITI BUT HAS NO VOTING RIGHTS: GUY TUMOLO FORM 990, PART XII, LINE 2C THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.