2020-05-15T08:08:06-05:00 2019-06-30 341463411 BARNES WENDLING CPAS INC 5050 WATERFORD DRIVE SHEFFIELD VILLAGE OH 44035 990 2018-07-01 346608706 PM FOUNDATION INC PMFO 2169398330 4909 LORAIN AVENUE CLEVELAND OH 44102 THOMAS S GILL PRESIDENT 2169398441 2020-02-14 1 LAURIE A GATTEN CPA P01399120 4409343850 2020-02-06 207.89.36.218 2020-02-14 14:14:30 ES P 3A27AE9E02FDD30B1F3BB48D9D42151E474266A0 93BC5486F96F7EFA541EB149FC8DC9699AE7F6C2 2018 2020-09-23 17:36:50Z THOMAS S GILL 4909 LORAIN ROAD CLEVELAND OH 44102 12207000 0 X URBANCOMMUNITYSCHOOL.ORG X 1968 OH SEE SCHEDULE O. 26 25 119 100 0 0 6133990 8088567 200215 261936 858131 1084279 171832 555826 7364168 9990608 0 0 0 0 4257466 4640553 0 0 566477 1609515 1901024 5866981 6541577 1497187 3449031 35142932 42498823 1023831 6079515 34119101 36419308 X URBAN COMMUNITY SCHOOL STRIVES TO BREAK SOCIAL AND ECONOMIC BARRIERS TO SUCCESS FOR CLEVELAND'S NEAR WEST SIDE CHILDREN BY PROVIDING AN INDIVIDUALIZED, INNOVATIVE, AND CHALLENGING EDUCATION. ROOTED IN THE URSULINE SISTERS' TRADITION OF FAITH, CHARACTER, AND EDUCATIONAL EXCELLENCE, UCS ENGAGES OUR FACULTY, FAMILIES, AND COMMUNITY PARTNERS IN THE SUCCESSFUL WHOLE CHILD DEVELOPMENT OF OUR STUDENTS. 0 0 5351900 180606 URBAN COMMUNITY SCHOOL STRIVES, IN COOPERATION WITH FAMILIES, TO GUIDE THE GROWTH AND DEVELOPMENT OF EACH CHILD: ACADEMICALLY, EMOTIONALLY, MORALLY, PHYSICALLY AND SPIRITUALLY. THE SCHOOL EMPHASIZES CONTINUOUS PROGRESS BY ENCOURAGING EACH CHILD TO ADVANCE AT HIS/HER OWN PACE TO ACHIEVE THEIR HIGHEST POTENTIAL. THE SCHOOL ENROLLS 581 STUDENTS. 96545 91506 PROVIDED AFTER SCHOOL CARE FOR STUDENTS 5448445 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 19 0 1 119 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X THOMAS S GILL 2169398441 4909 LORAIN AVENUE CLEVELAND OH 44102 LAURIE MALOOF TRUSTEE 1.00 X 0 0 0 DENNIS J BODZIONY TRUSTEE 1.00 X 0 0 0 DEBBIE CONNELLY TRUSTEE 1.00 X 0 0 0 AARON CORNELL TRUSTEE 1.00 X 0 0 0 JOAN KIMMEL TRUSTEE 1.00 X 0 0 0 JONATHAN MICELI TRUSTEE 1.00 X 0 0 0 CHRISTOPHER DOYLE TRUSTEE 1.00 X 0 0 0 THOMAS A RICHLOVSKY TRUSTEE 1.00 X 0 0 0 MICHAEL GEBURA TRUSTEE 1.00 X 0 0 0 ALFONSO PENA SANCHEZ TRUSTEE 1.00 X 0 0 0 W CHRISTOPHER DOYLE TRUSTEE 1.00 X 0 0 0 DR PETER J TSIVITSE TRUSTEE 1.00 X 0 0 0 SISTER SUSAN DURKIN TRUSTEE 1.00 X 0 0 0 RICHARD H ZUCCA TREASURER 4.00 1.00 X X 0 0 0 JOHN ARROWSMITH TRUSTEE 1.00 X 0 0 0 MOLLY SCHROEDER SECRETARY 4.00 1.00 X X 0 0 0 WENDY WORTHINGTON TRUSTEE 1.00 X 0 0 0 CHRISTINE HARPRING TRUSTEE - FACULITY REP 4.00 X 0 0 0 JOSEPH K JUSTER BOARD PRESIDENT 4.00 1.00 X X 0 0 0 WILLIAM R KOEHLER VICE PRESIDENT 4.00 1.00 X X 0 0 0 JEFFREY SCHWAB TRUSTEE 1.00 X 0 0 0 GREGG WASILKO TRUSTEE 1.00 X 0 0 0 JOHN P BEER TRUSTEE 1.00 X 0 0 0 ANN MCCARTHY-GARLAND TRUSTEE 1.00 X 0 0 0 RAJ TRIKHA TRUSTEE 1.00 X 0 0 0 THOMAS S GILL PRESIDENT 40.00 1.00 X 130209 0 0 130209 0 0 1 0 0 0 0 3131320 4957247 8088567 TUITION 611110 170430 170430 AFTER SCHOOL PROGRAM 611110 91506 91506 261936 761172 761172 2473163 2150056 323107 323107 323107 611986 66336 545650 545650 MISCELLANEOUS REVENUE 611110 10176 10176 10176 9990608 272112 0 1629929 133900 66950 66950 3508565 3080109 148792 279664 266244 234509 8324 23411 407548 362207 9975 35366 324296 275974 15119 33203 14500 14500 103344 103344 162647 81511 69997 11139 564923 495358 38623 30942 121579 106607 8312 6660 57382 50316 3923 3143 FOOD PROGRAM 256922 256922 EDUCATIONAL PROGRAM EXP 198592 198592 TECHNOLOGY EXPENSE 186542 163570 12754 10218 ADMINISTRATIVE ACTIVITI 124914 92351 17210 15353 109679 50419 8832 50428 6541577 5448445 526655 566477 1851096 767415 2692500 12471100 2396960 570013 2932427 1826947 18397448 18308746 9269461 9124615 35142932 42498823 38895 805000 5900159 179936 179356 1023831 6079515 X 15821989 21848209 6387524 534283 11909588 14036816 34119101 36419308 35142932 42498823 X 3449031 -197717 -951107 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 18221032 86500 675338 849961 18132909 16886499 949387 1158636 773490 18221032 15581654 806550 2124917 1626622 16886499 13884143 2989746 -542536 749699 15581654 13241801 1023472 201756 582886 13884143 0.23000 0.52000 0.25000 0 0 483167 483167 27273 682 26591 303861 17209 286652 561496 450164 111332 1021163 101958 919205 1826947 OTHER SECURITIES 18308746 F 18308746 RECEIVABLE FROM AFFILIATE 2138976 INVESTMENT IN SUBSIDIARY 6985639 9124615 OBLIGATION UNDER ANNUITY AGREEMENT 179356 179356 X 9658128 -197717 -31419 -229136 9887264 103344 103344 9990608 6438233 0 6438233 103344 103344 6541577 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION EVALUATES AT EACH BALANCE SHEET DATE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, TO DETERMINE THE NEED TO RECORD LIABILITIES FOR TAXES, PENALTIES, AND INTEREST. THE FOUNDATION'S POLICY IS TO RECORD INTEREST AND PENALTIES ON UNCERTAIN TAX PROVISIONS AS INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY -31,419. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THIS POLICY IS PART OF THE WRITTEN PHILOSOPHY OF THE SCHOOL AND IS ONE OF THE REASONS FOR THE SCHOOL'S EXISTENCE. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES VOUCHERS FROM THE STATE OF OHIO FOR STUDENT TUITION. FORM 990, SCHEDULE E, LINE 6A THE ORGANIZATION RECEIVES VOUCHERS FROM THE STATE OF OHIO FOR STUDENT TUITION. X X X 50TH ANNIVERSARY 526655 526655 66336 ANNUAL BENEFIT 2019-2020 73600 73600 3 11731 11731 611986 611986 66336 66336 545650 X 12 93325 FAIR MARKET VALUE 0 0 0 FORM 990, PAGE 1, PART I, LINE 1 URBAN COMMUNITY SCHOOL STRIVES TO BREAK SOCIAL AND ECONOMIC BARRIERS TO SUCCESS FOR CLEVELAND'S NEAR WEST SIDE CHILDREN BY PROVIDING AN INDIVIDUALIZED, INNOVATIVE, AND CHALLENGING EDUCATION. ROOTED IN THE URSULINE SISTERS' TRADITION OF FAITH, CHARACTER, AND EDUCATIONAL EXCELLENCE, UCS ENGAGES OUR FACULTY, FAMILIES, AND COMMUNITY PARTNERS IN THE SUCCESSFUL WHOLE CHILD DEVELOPMENT OF OUR STUDENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TREASURER OF THE BOARD, AUDIT COMMITTEE CHAIR, AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOLLOWING PROCEDURE SHALL BE FOLLOWED FOR ANY CONTRACT, ACTION, OR TRANSACTION THAT AFFECTS OR IS BETWEEN THE PM FOUNDATION, INC. AND ONE OR MORE OF ITS TRUSTEES OR OFFICERS. INFORMATION REGARDING THE CONTRACT, ACTION OR TRANSACTION SHALL BE FORWARDED TO THE BOARD OF TRUSTEES NO MORE THAN THIRTY NOR LESS THAN FOURTEEN DAYS BEFORE THE MEETING AT WHICH THE ISSUE(S) ARE TO BE CONSIDERED. THE CONTRACT, ACTION OR TRANSACTION SHALL BE PLACED ON THE AGENDA AND DISCUSSED PRIOR TO THE VOTE. A QUORUM OF THE BOARD OF TRUSTEES MUST BE PRESENT AND THE TRUSTEE(S) AFFECTED BY THE CONTRACT, ACTION OR TRANSACTION MAY BE COUNTED FOR PURPOSES OF A QUORUM BUT MAY NOT TAKE PART IN ANY VOTE ON THE ISSUE(S) INVOLVED. ALL PARTIES TO THE CONTRACT, ACTION OR TRANSACTION SHALL BE INVITED TO ATTEND THE MEETING AT WHICH THE POTENTIAL CONFLICT OF INTEREST IS DISCUSSED AND SHALL MAKE A PRESENTATION ON THE ISSUE(S). BEFORE ANY CONTRACT, ACTION OR TRANSACTION IDENTIFIED AS A POTENTIAL CONFLICT OF INTEREST MAY BE ADOPTED BY THE BOARD OF TRUSTEES, IT MUST BE DETERMINED TO BE IN THE BEST INTEREST OF THE CORPORATION. A WRITTEN ACCOUNT OF THE ACTIVITY INVOLVING THE POTENTIAL CONFLICT OF INTEREST SHALL BE MADE AND KEPT AND INCORORATED IN THE MINUTES OF THE MEETING. TO THE EXTENT THAT CONFLICT OF INTEREST IS CONTINUING AND THE CONTRACT, ACTION OR TRANSACTION GOES BEYOND TWELVE MONTHS, THE FOREGOING PROCEDURE SHALL BE REPEATED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIR OF THE BOARD SOLICITED FEEDBACK FROM OTHER MEMBERS OF THE EXECUTIVE COMMITTEE TO ASSESS THE PRESIDENT'S OVERALL PERFORMANCE. THE EXECUTIVE COMMITTEE EVALUATES THE PRESIDENT'S PERFORMANCE AGAINST THE RESPONSIBILITIES LAID OUT IN THE PRESIDENT'S JOB DESCRIPTION AND MAKE RECOMMENDATIONS TO ADJUST COMPENSATION BASED ON PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY MADE AVAILABLE IN DIRECTOR'S OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY -31,419. BENEFICIAL INTEREST IN SUBSIDIARY -919,688. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES A MODIFIED CASH METHOD FOR REPORTING. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR. URSULINE SISTERS OF CLEVELAND 2600 LANDER ROAD PEPPER PIKE OH 44124 RELIGIOUS ORDER - SPIRITUAL DEVELOPMENT OH 501(C)3 N/A 0 THE URBAN COMMUNITY SCHOOL PROPERTY FOUNDATION 4909 LORAIN AVENUE CLEVELAND OH 44102 200026998 TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF THE PM FOUNDATION, INC. OH 501(C)3 LINE 12B, II PM FOUNDATION INC DBA URBAN COMMUNITY SCHOOL 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 URBAN COMMUNITY SCHOOL PROPERTY FOUNDATION K 78038 FAIR MARKET VALUE URBAN COMMUNITY SCHOOL PROPERTY FOUNDATION S 57700 FAIR MARKET VALUE URSULINE SISTERS OF CLEVELAND C 22500 FAIR MARKET VALUE URBAN COMMUNITY SCHOLL PROPERTY FOUNDATION R 1932292 FAIR MARKET VALUE