2015-05-12T13:00:58-05:00 2014-06-30 341463411 BARNES WENDLING CPAS INC 1350 EUCLID AVE SUITE 1400 CLEVELAND OH 441151830 990 2013-07-01 346608706 PM FOUNDATION INC PMFO 2169398441 4909 LORAIN AVENUE CLEVELAND OH 44102 SISTER MAUREEN DOYLE DIRECTOR 2169398441 2015-05-11 1 JEFFREY D NEUMAN CPA P00410073 2165669000 2013 2016-03-07 17:11:31Z SISTER MAUREEN DOYLE 4909 LORAIN ROAD CLEVELAND OH 44102 8748196 0 X URBANCOMMUNITYSCHOOL.ORG X 1968 OH THE ORGANIZATION PROVIDES A QUALITY, INDIVIDUALIZED, CATHOLIC/CHRISTIAN EDUCATION TO CHILDREN ON CLEVELAND'S NEAR WEST SIDE, PRIMARILY TO THOSE WHO, OTHERWISE, MIGHT NOT HAVE ACCESS TO SUCH AN EDUCATION. 29 29 77 250 0 0 4338624 6629525 286684 206734 1221568 1086914 253388 302184 6100264 8225357 0 12467394 0 0 2708229 2847040 0 0 441054 1134391 973719 3842620 16288153 2257644 -8062796 23221368 16188217 232585 223488 22988783 15964729 THE ORGANIZATION PROVIDES A QUALITY, INDIVIDUALIZED, CATHOLIC/CHRISTIAN EDUCATION TO CHILDREN ON CLEVELAND'S NEAR WEST SIDE, PRIMARILY TO THOSE WHO OTHERWISE MIGHT NOT HAVE ACCESS TO SUCH AN EDUCATION. 0 0 15496776 12467394 173870 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 462 STUDENTS FROM 300 FAMILIES. 108860 32864 PROVIDED AFTER SCHOOL CARE FOR STUDENTS 21844 21844 15605636 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 1 0 1 1 0 77 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X SISTER MAUREEN DOYLE 2169398441 4909 LORAIN AVENUE CLEVELAND OH 44102 JOHN ABRAMS TRUSTEE 3.00 X 0 0 0 SISTER MAUREEN DOYLE DIRECTOR 40.00 X 78061 0 4755 DENNIS J BODZIONY TRUSTEE 3.00 X 0 0 0 DEBBIE CONNELLY TRUSTEE 3.00 X 0 0 0 AARON CORNELL TRUSTEE 3.00 X 0 0 0 JOAN KIMMEL TRUSTEE 3.00 X 0 0 0 JOSEPH MICELI TRUSTEE 3.00 X 0 0 0 JEANNE M MULLIN TRUSTEE 3.00 X 0 0 0 ROBERT H JACKSON TRUSTEE 3.00 X 0 0 0 THOMAS A RICHLOVSKY TRUSTEE 3.00 X 0 0 0 SUSAN B MURPHY TRUSTEE 3.00 X 0 0 0 ALFONSO PENA SANCHEZ TRUSTEE 3.00 X 0 0 0 REV ANTHONY J SCHUERGER TRUSTEE 3.00 X 0 0 0 T SEAN SULLIVAN TRUSTEE 3.00 X 0 0 0 DR PETER J TSIVITSE TRUSTEE 3.00 X 0 0 0 SISTER SUSAN DURKIN TRUSTEE 3.00 X 0 0 0 RICHARD H ZUCCA TREASURER 3.00 X X 0 0 0 JOHN D SCHUBERT TRUSTEE 3.00 X 0 0 0 LAUREN RICH FINE SECRETARY 3.00 X X 0 0 0 MOLLY SCHROEDER TRUSTEE 3.00 X 0 0 0 NORA FRENCH TRUSTEE - FACULITY REP 3.00 X 0 0 0 REV MARK A DINARDO TRUSTEE 3.00 X 0 0 0 JOSEPH K JUSTER PRESIDENT 3.00 X X 0 0 0 WILLIAM R KOEHLER VICE PRESIDENT 3.00 X X 0 0 0 JAMES WOIDKE TRUSTEE 3.00 X 0 0 0 JEFFREY SCHWAB TRUSTEE 3.00 X 0 0 0 THOMAS E JECKERING TRUSTEE 3.00 X 0 0 0 JUDY KLOSINSKI TRUSTEE 3.00 X 0 0 0 CHRISTOPHER DOYLE TRUSTEE 3.00 X 0 0 0 GREGG WASILKO TRUSTEE 3.00 X 0 0 0 THOMAS GILL CHIEF OPERATING AND DEVELOPMENT OFFICER 40.00 X 70000 0 9745 148061 0 14500 0 0 0 0 0 39000 72351 1505309 5012865 85138 6629525 TUITION 611110 143595 143595 AFTER SCHOOL PROGRAM 611110 32864 32864 REGISTRATION 611110 30275 30275 206734 270123 270123 29750 0 29750 29750 29750 1240323 423532 816791 816791 816791 349897 39000 99307 250590 250590 MISCELLANEOUS INCOME 611110 21844 21844 21844 8225357 228578 0 1367254 12467394 12467394 162561 8281 12422 141858 2092047 1990374 35108 66565 140632 127239 2614 10779 299516 272121 6009 21386 152284 132331 2820 17133 19784 19784 97603 97603 9986 9986 388425 388425 9649 9649 19736 19736 26452 26452 FUNDRAISING EXPENSES 183333 183333 EDUCATIONAL PROGRAM EXP 115699 115699 SUPPLIES 65103 65103 TECHNOLOGY EXPENSE 37613 37613 336 336 16288153 15605636 241463 441054 470911 600955 658841 581028 9144086 77813 13606371 15509449 23221368 16188217 232585 223488 232585 223488 X 9650823 -1316566 5317865 8884148 8020095 8397147 22988783 15964729 23221368 16188217 -8062796 1038742 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 11436591 418650 1926916 540356 13241801 10073831 500359 1372679 510278 11436591 10702668 30350 -170499 488688 10073831 9191113 41356 1960211 490012 10702668 8442260 97250 1176939 525336 9191113 0.63000 0.37000 0 0 19600 19600 639241 581028 58213 77813 OTHER SECURITIES 15509449 F 15509449 OBLIGATION UNDER ANNUITY AGREEMENT 223488 223488 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS ENDING JUNE 30, 2011 AND EARLIER BY TAXING AUTHORITIES IN JURISDICTIONS WHERE THE FOUNDATION HAS FILED RETURNS. 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 FOUNDATIONS POLICY IS TO RECORD INTEREST AND PENALTIES ON UNCERTAIN TAX PROVISIONS AS INCOME TAX EXPENSE. AS OF JUNE 30, 2014 AND 2013, THE FOUNDATION HAD NO ACCRUED TAXES, INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE FOUNDATION ESTIMATES THE UNRECOGNIZED TAX BENEFIT WILL NOT CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. 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. FORM 990, SCHEDULE E, LINE 6A THE ORGANIZATION RECEIVES VOUCHERS FROM THE STATE OF OHIO FOR STUDENT TUITION. X X X 1 CAMPBELL & COMPANY ONE EAST WACKER DRIVE CHICAGO IL 60601 CONSULTING FOR CAPITAL CAMPAIGN 0 0 107448 -107448 107448 -107448 OH 2014 BENEFIT 330120 39000 291120 33265 54303 5K RUN 22596 22596 500 5 36181 36181 11236 388897 39000 349897 33265 66039 99304 250593 SCHEDULE G, PART I, LINE 2B, COLUMN (V) CONSULTING WORK FOR PLANNING A CAPITAL CAMPAIGN 1 THE URBAN COMMUNITY SCHOOL PROPERTY FOUNDATION 4909 LORAIN AVENUE CLEVELAND OH 44102 200026998 501(C)3 3419059 9048335 NET BOOK VALUE REAL PROPERTY TO TRANSFER REAL PROPERTY AND CASH TO CONTROLLED ENTITY. 1 1 PART I, LINE 2: PM FOUNDATION, INC. IS A DIRECT CONTROLLING ENTITY AND IS ABLE TO MONITOR ALL ACTIVITIES OF THE ORGANIZATION. X CONSTRUCTION 2 83740 FMV X PROFESSIONAL 2 1398 FMV 0 0 0 NET BOOK VALUE OF REAL PROPERTY 2013-07-01 9048335 NET BOOK VALUE 200026998 THE URBAN COMMUNITY SCHOOL PROPERTY FOUNDATION 4909 LORAIN AVENUE CLEVELAND OH 44102 501(C)3 1 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 15A THE EXECUTIVE DIRECTOR RECEIVES AN ANNUAL REVIEW BY THE PRESIDENT OF THE BOARD. IN THIS REVIEW, ANNUAL COMPENSATION IS APPROVED AND DOCUMENTED. 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 XII, LINE 1: THE ORGANIZATION USES A MODIFIED CASH METHOD FOR REPORTING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE AND MEETS WITH THE AUDITORS PRIOR TO AND AT THE CONCLUSION OF THE EXTERNAL AUDIT. AUDITED FINANCIAL STATEMENTS ARE REVIEWED AND APPROVED BY THE AUDIT COMMITTEE PRIOR TO ISSUANCE. URSULINE SISTERS OF CLEVELAND 2600 LANDER ROAD PEPPER PIKE OH 44124 RELIGIOUS ORDER - SPIRITUAL DEVELOPMENT OH 501(C)3 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 11A, I PM FOUNDATION INC DBA URBAN COMMUNITY SCHOOL 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 URBAN COMMUNITY SCHOOL PROPERTY FOUNDATION R 12467394