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Nonprofit · EIN 31-1233054

URSULINE FOUNDATION

Tax-exempt · BLUE ASH, OH 45242

Financials

$1.2M$1.2M2024
Revenue Expenses · by fiscal year end
Financials of URSULINE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,171,654$1,219,544-$47,890$20,154,152$0$20,154,152
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$291,453
Program service revenue
$0
Investment income
$841,248
Other revenue
$38,953

Expenses

Grants and similar amounts paid
$1,123,001
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$1,123,001
Management and general (functional)
$86,592
Fundraising (functional)
$9,951

Balance sheet and other

Total assets, start of year
$19,215,994
Total assets, end of year
$20,154,152
Total liabilities, end of year
$0
Net assets, end of year
$20,154,152
Publicly traded securities
$19,864,774
Net assets without donor restrictions
$592,955
Net assets with donor restrictions
$19,561,197
Gross receipts
$1,171,654
Employees
0
Volunteers
5
Year formed
1987
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Patricia BoehmPresident
Officer
1$0$163,396$10,832
Jennifer Morgan McCaneDirector of Finance
Officer
1$0$108,081$10,675
Bill HoganTrustee/Chair
Trustee or director, Officer
1$0$0$0
Brian GettelfingerTrustee/Treasurer
Trustee or director, Officer
1$0$0$0
Jerry JuddTrustee/Vice Chair
Trustee or director, Officer
1$0$0$0
Kim RennersTrustee/Secretary
Trustee or director, Officer
1$0$0$0
Colleen DevanneyTrustee
Trustee or director
1$0$0$0
Craig ShermanCFOO
Officer
1$0$0$0

Address and contacts

Address (IRS master file)
5535 PFEIFFER RD, BLUE ASH, OH 45242-4813
Principal officer (990 for 2024)
Bill Hogan, 5535 Pfeiffer Road, Cincinnati, OH 45242
Signed the 990
Craig Sherman, COOO
Phone
(513) 791-5791
Return prepared by
Barnes Dennig & Co LTD

Mission

Support Ursuline Academy of Cincinnati.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $1,123,001 · grants $1,123,001

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-1233054
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1989
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$20,154,152
Income (IRS master file)
$1,171,654

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023$1,173,039$945,517$17,451,731IRS
990June 2022$2,536,602$833,880$16,524,808IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about URSULINE FOUNDATION

What is the EIN of URSULINE FOUNDATION?
The employer identification number (EIN) of URSULINE FOUNDATION is 31-1233054.
Is URSULINE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to URSULINE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does URSULINE FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of URSULINE FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did URSULINE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of URSULINE FOUNDATION?
The 990 for the year ended June 30, 2025 names Bill Hogan.
Who are the officers and directors of URSULINE FOUNDATION?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does URSULINE FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,171,654, expenses of $1,219,544 and total assets of $20,154,152 at year end.

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