SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
URSULINE SUPPORT SERVICES
 
Employer identification number

25-1401610
Return Reference Explanation
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: AS SOUTHWESTERN PENNSYLVANIA'S PRE-EMINENT PROVIDER OF LIFE-TRANSITION SERVICES, URSULINE SUPPORT SERVICES IS WIDELY RECOGNIZED AS AN INNOVATIVE AND DESIRABLE PARTNER AND PROVIDER. THOSE EXPERIENCING TRANSITIONS SEE URSULINE AS A LEADER IN GUARDIANSHIP, PROTECTIVE SERVICES, AND SERVICE COORDINATION. THEY, AND OTHER LEADERS IN THE COMMUNITY, VALUE URSULINE SUPPORT SERVICES' EXPERTISE AND VIEW THE ORGANIZATION AS A "GO-TO" COMMUNITY RESOURCE. THE ORGANIZATION IS FINANCIALLY SOUND BECAUSE IT OPERATES SEVERAL THRIVING SOCIAL ENTERPRISES AND HAS BEEN ABLE TO ATTRACT A LARGE AND SUSTAINABLE CADRE OF DONORS, SUPPORTERS, AND VOLUNTEERS.
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: 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 THE CAMBRIA CARE CENTER IN CAMBRIA COUNTY. SERVICES ARE ALSO PROVIDED TO WARDS AND OTHER DISABLED PERSONS THROUGH URSULINE'S SPECIAL NEEDS TRUST. URSULINE PROVIDES THESE SERVICES TO 158 WARDS LOCATED INSIDE AND OUTSIDE OF ALLEGHENY COUNTY.
FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: 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.
FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: 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 13 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 131 CONSUMERS DURING THE YEAR. -REASSURANCE - TELEPHONE REASSURANCE VOLUNTEERS REACH OUT TO PERSONS LIVING ALONE TO ENSURE THEIR WELL-BEING. BY ENSURING THAT THE PARTICIPANT IS SAFE AND WELL ENOUGH TO ANSWER THE PHONE (AND PROVIDE EMERGENCY FOLLOW-UP IF THEY DO NOT); THESE SPECIALLY TRAINED VOLUNTEERS HELP INDIVIDUALS REMAIN STABLE IN THEIR OWN HOMES.
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 VI, SECTION A, LINE 1: 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 C, LINE 19: THE ORGANIZATION MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII: THE FOLLOWING MEMBERS SERVE ON THE URSULINE BOARD OF DIRECTORS AS DIRECTORS EMERITIT BUT HAVE NO VOTING RIGHTS: GUY TUMOLO AND JEAN ROBINSON
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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