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Ursuline Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.2M (2024)

Expenses
$840k (2024)

Total Assets
$19.2M (2024)

Total Liabilities
$525k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,196,049
Expenses
$839,820
Net Income
$356,229
Net Assets
$18,690,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $465,872
39.0%
Program Services $0
Investment Income $730,177
61.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,215,994
Total Liabilities $525,000
Net Assets $18,690,994
Compensation
Key Employees and Officers Compensation Related Other
Sue Grathwohl (Trustee/Treasurer) $0 $0 $0
Bill Hogan (Trustee/Chair) $0 $0 $0
Jerry Judd (Trustee/Vice Chair) $0 $0 $0
Kim Renners (Trustee/Secretary) $0 $0 $0
Brian Gettelfinger (Trustee) $0 $0 $0
Jennifer Morgan Mc Cane (Director Of Finance) $0 $105,360 $14,383
Patricia Boehm (Interim President Start 07/23) $0 $117,521 $4,840

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,173,039
Expenses
$945,517
Net Income
$227,522
Net Assets
$16,898,731
Notable Sources of Revenue Percent of Total Revenue
Contributions $438,490
37.4%
Program Services $0
Investment Income $664,698
56.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $69,851
6.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,451,731
Total Liabilities $553,000
Net Assets $16,898,731
Compensation
Key Employees and Officers Compensation Related Other
Sue Grathwohl (Trustee) $0 $0 $0
Bill Hogan (Trustee/Chair) $0 $0 $0
Jerry Judd (Trustee) $0 $0 $0
Kim Renners (Trustee) $0 $0 $0
Brian Gettelfinger (Trustee) $0 $0 $0
Jennifer Morgan Mc Cane (Director Of Finance) $0 $104,774 $7,240
Ramona Payne (President) $0 $177,021 $10,766
Jill Hallahan (Principal) $0 $119,958 $10,766

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,536,602
Expenses
$833,880
Net Income
$1,702,722
Net Assets
$16,017,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $806,763
31.8%
Program Services $0
Investment Income $770,931
30.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $958,908
37.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,524,808
Total Liabilities $507,000
Net Assets $16,017,808
Compensation
Key Employees and Officers Compensation Related Other
Sue Grathwohl (Trustee) $0 $0 $0
Bill Hogan (Trustee) $0 $0 $0
Jerry Judd (Trustee) $0 $0 $0
Adrienne Baglier (Trustee) $0 $0 $0
Brian Robinson (Trustee) $0 $0 $0
Kim Renners (Trustee) $0 $0 $0
Jennifer Morgan Mc Cane (Director Of Finance) $0 $96,268 $10,125
Ramona Payne (President) $0 $177,144 $6,860

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,144,292
Expenses
$775,759
Net Income
$368,533
Net Assets
$18,120,844
Notable Sources of Revenue Percent of Total Revenue
Contributions $323,165
28.2%
Program Services $0
Investment Income $428,793
37.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $392,334
34.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,630,795
Total Liabilities $509,951
Net Assets $18,120,844
Compensation
Key Employees and Officers Compensation Related Other
Sue Grathwohl (Trustee) $0 $0 $0
Bill Hogan (Trustee) $0 $0 $0
Jerry Judd (Trustee) $0 $0 $0
Adrienne Baglier (Trustee) $0 $0 $0
Brian Robinson (Trustee) $0 $0 $0
Jennifer Morgan Mc Cane (Director Of Finance) $0 $97,172 $12,037
Ramona Payne (President) $0 $155,146 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$565
Expenses
$476,762
Net Income
-$476,197
Net Assets
$14,178,912
Notable Sources of Revenue Percent of Total Revenue
Contributions $105,141
> 100%
Program Services $0
Investment Income $428,268
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$532,844
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,182,612
Total Liabilities $3,700
Net Assets $14,178,912
Compensation
Key Employees and Officers Compensation Related Other
Becky Catino (Trustee) $0 $0 $0
Pat Gilligan (Trustee) $0 $0 $0
Sue Grathwohl (Trustee) $0 $0 $0
Mary Bohmer Herrington (Trustee) $0 $0 $0
Bill Hogan (Trustee) $0 $0 $0
Jerry Judd (Trustee) $0 $0 $0
Paul V Muething (Chairman) $0 $0 $0
Adrienne Baglier (Trustee Started 7/2019) $0 $0 $0
Brian Robinson (Trustee Started 7/2019) $0 $0 $0
Sharon Redmond (President Exited 6/2019) $0 $176,749 $16,656
Jennifer Morgan Mc Cane (Director Of Finance) $0 $86,796 $7,293
Ramona Payne (President Started 2/2020) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$917,503
Expenses
$550,001
Net Income
$367,502
Net Assets
$14,226,510
Notable Sources of Revenue Percent of Total Revenue
Contributions $316,802
34.5%
Program Services $0
Investment Income $417,458
45.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $183,243
20.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,228,510
Total Liabilities $2,000
Net Assets $14,226,510
Compensation
Key Employees and Officers Compensation Related Other
Sharon Redmond (President) $159,225 $0 $15,482
Catherine Valentine (Director Of Finance) $71,721 $0 $10,344
Becky Catino (Trustee) $0 $0 $0
Pat Gilligan (Trustee) $0 $0 $0
Sue Grathwohl (Trustee) $0 $0 $0
Mary Bohmer Herrington (Trustee) $0 $0 $0
Bill Hogan (Trustee) $0 $0 $0
Jerry Judd (Trustee) $0 $0 $0
Paul V Muething (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,588,653
Expenses
$509,489
Net Income
$1,079,164
Net Assets
$13,986,959
Notable Sources of Revenue Percent of Total Revenue
Contributions $638,433
40.2%
Program Services $0
Investment Income $342,131
21.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $608,089
38.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,986,959
Total Liabilities $0
Net Assets $13,986,959
Compensation
Key Employees and Officers Compensation Related Other
Becky Catino (Trustee) $0 $0 $0
Pat Gilligan (Trustee) $0 $0 $0
Sue Grathwohl (Trustee) $0 $0 $0
Mary Bohmer Herrington (Trustee) $0 $0 $0
Bill Hogan (Trustee) $0 $0 $0
Jerry Judd (Trustee) $0 $0 $0
Paul V Muething (Chairman) $0 $0 $0
Sharon Redmond (President) $0 $171,282 $18,660
Catherine Valentine (Director Of Finance) $0 $82,203 $11,636

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,468,321
Expenses
$516,257
Net Income
$952,064
Net Assets
$13,084,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $955,720
65.1%
Program Services $0
Investment Income $338,133
23.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $174,468
11.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,099,315
Total Liabilities $15,000
Net Assets $13,084,315
Compensation
Key Employees and Officers Compensation Related Other
Becky Catino (Trustee) $0 $0 $0
Laura Connelly (Trustee) $0 $0 $0
Pat Gilligan (Trustee) $0 $0 $0
Sue Grathwohl (Trustee) $0 $0 $0
Mary Bohmer Herrington (Trustee) $0 $0 $0
Bill Hogan (Trustee) $0 $0 $0
Jerry Judd (Trustee) $0 $0 $0
Paul V Muething (Chairman) $0 $0 $0
Sharon Redmond (President) $0 $167,235 $17,935
Catherine Valentine (Director Of Fin Joined 7/18/16) $0 $35,385 $5,931

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,246,148
Expenses
$442,526
Net Income
$803,622
Net Assets
$11,655,877
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,133,208
90.9%
Program Services $0
Investment Income $337,204
27.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$224,264
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,659,158
Total Liabilities $3,281
Net Assets $11,655,877
Compensation
Key Employees and Officers Compensation Related Other
Becky Catino (Trustee) $0 $0 $0
Laura Connelly (Trustee) $0 $0 $0
Pat Gilligan (Trustee) $0 $0 $0
Sue Grathwohl (Trustee Joined 7/1) $0 $0 $0
Mary Bohmer Herrington (Trustee Joined 7/1) $0 $0 $0
Bill Hogan (Trustee Joined 7/1) $0 $0 $0
Jerry Judd (Trustee Joined 7/1) $0 $0 $0
Paul V Muething (Chairman) $0 $0 $0
Sharon Redmond (President) $0 $169,231 $17,898
Diane Brunst (Director Of Finance) $0 $91,876 $5,787

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,954,039
Expenses
$507,585
Net Income
$1,446,454
Net Assets
$11,317,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,407,384
72.0%
Program Services $0
Investment Income $367,837
18.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $178,818
9.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,318,114
Total Liabilities $781
Net Assets $11,317,333
Compensation
Key Employees and Officers Compensation Related Other
Becky Catino (Trustee) $0 $0 $0
Patti Alderson (Trustee) $0 $0 $0
Laura Connelly (Trustee) $0 $0 $0
Pat Gilligan (Trustee) $0 $0 $0
Paul V Muething (Chairman) $0 $0 $0
Sharon Redmond (President) $0 $160,262 $17,057
Diane A Brunst (Finance Director) $0 $93,312 $5,850

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,291,273
Expenses
$368,517
Net Income
$922,756
Net Assets
$10,568,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $738,947
57.2%
Program Services $0
Investment Income $385,272
29.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $167,054
12.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,565,974
Total Liabilities -$2,088
Net Assets $10,568,062
Compensation
Key Employees and Officers Compensation Related Other
Becky Catino (Trustee) $0 $0 $0
Patti Alderson (Trustee) $0 $0 $0
Laura Connelly (Trustee) $0 $0 $0
Pat Gilligan (Trustee) $0 $0 $0
Paul V Muething (Chairman) $0 $0 $0
Sharon Redmond (President) $0 $139,630 $15,367
Diane A Brunst (Finance Director) $0 $86,892 $5,309

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,033,640
Expenses
$298,962
Net Income
$734,678
Net Assets
$8,906,978
Notable Sources of Revenue Percent of Total Revenue
Contributions $398,779
38.6%
Program Services $0
Investment Income $331,635
32.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $303,226
29.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,907,660
Total Liabilities $682
Net Assets $8,906,978

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,031,289
Expenses
$296,694
Net Income
$734,595
Net Assets
$7,869,700
Notable Sources of Revenue Percent of Total Revenue
Contributions $792,828
76.9%
Program Services $0
Investment Income $229,454
22.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,007
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,869,382
Total Liabilities -$318
Net Assets $7,869,700

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$368,765
Expenses
$311,158
Net Income
$57,607
Net Assets
$7,396,741
Notable Sources of Revenue Percent of Total Revenue
Contributions $144,712
39.2%
Program Services $0
Investment Income $261,445
70.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$37,392
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,569,923
Total Liabilities $173,182
Net Assets $7,396,741

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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