URBAN COMMUNITY SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- URBAN COMMUNITY SCHOOL (EIN 34-6608706)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-08
- IRS object ID
- 201123129349301617
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-08T12:24:32-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES WENDLING CPAS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 SUPERIOR AVE SUITE 400 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441143289 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346608706 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PM FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PMFO | NameControl |
| Phone | 2169398330 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 LORAIN AVENUE | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SISTER MAUREEN DOYLE | Name |
| Title | DIRECTOR | Title |
| Phone | 2169398441 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY D NEUMAN CPA | Name |
| Phone | 2165669000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SISTER MAUREEN DOYLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 LORAIN ROAD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9201103 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 61 | TotalNbrEmployees |
| Total Nbr Volunteers | 73 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1125979 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1185487 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1018418 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1041695 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 637813 | InvestmentIncomePriorYear |
| Investment Income Current Year | 843406 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 240514 | OtherRevenuePriorYear |
| Other Revenue Current Year | 178443 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3022724 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3249031 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2297764 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2408430 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 262933 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 902478 | OtherExpensePriorYear |
| Other Expenses Current Year | 910379 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3200242 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3318809 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -177518 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -69778 | RevenuesLessExpensesCY |
| Total Assets BOY | 20061173 | TotalAssetsBOY |
| Total Assets EOY | 21064577 | TotalAssetsEOY |
| Total Liabilities BOY | 240838 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 216838 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19820335 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20847739 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2765219 | Expense |
| Revenue | 375563 | Revenue |
| Description | 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 430 STUDENTS FROM 289 FAMILIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 100063 | Expense |
| Revenue | 48623 | Revenue |
| Description | PROVIDED AFTER SCHOOL CARE FOR STUDENTS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2865282 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 61 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTER MAUREEN DOYLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2169398441 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 LORAIN AVENUE | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| SANDRA M STARK | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| SISTER MAUREEN DOYLE | ||||||
| DIRECTOR | 40.00 | X | 75940 | 0 | 0 | |
| DENNIS J BODZIONY | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| REV MARK A DINARDO | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| PRESTON HELLER JR | ||||||
| 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 | |
| JENNIFER COLEMAN FLUKER | ||||||
| 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 ANGELITA ZAWADA | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| RICHARD H ZUCCA | ||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | X |
| JOHN D SCHUBERT | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| LAUREN RICH FINE | ||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | X |
| MOLLY SCHROEDER | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| NORA FRENCH | ||||||
| TRUSTEE - FACULITY REP | 3.00 | X | 0 | 0 | 0 | |
| MARTIN J UHLE | ||||||
| PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| JOSEPH K JUSTER | ||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X |
| WILLIAM R KOEHLER | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 75940 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 9805 | FederatedCampaigns |
| Fundraising Events | 18525 | FundraisingEvents |
| Related Organizations | 80635 | RelatedOrganizations |
| Government Grants | 753594 | GovernmentGrants |
| All Other Contributions | 322928 | AllOtherContributions |
| Total Contributions | 1185487 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611110 | 993072 | 993072 |
| AFTER SCHOOL PROGRAM | 611110 | 48623 | 48623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1041695 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 263746 | TotalRevenueColumn |
| Exclusion | $263,746 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6448906 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5869246 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 579660 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 579660 | TotalRevenueColumn |
| Exclusion | $579,660 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 253164 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 18525 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 82826 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 170338 | TotalRevenueColumn |
| Exclusion | $170,338 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 611110 | BusinessCode |
| Total Revenue Column | 8105 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8105 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8105 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3249031 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1049800 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,013,744 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75940 | Total |
| Program Services | 7594 | ProgramServices |
| Management And General | 11391 | ManagementAndGeneral |
| Fundraising | 56955 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1800852 | Total |
| Program Services | 1624225 | ProgramServices |
| Management And General | 38450 | ManagementAndGeneral |
| Fundraising | 138177 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112744 | Total |
| Program Services | 100831 | ProgramServices |
| Management And General | 2619 | ManagementAndGeneral |
| Fundraising | 9294 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 273933 | Total |
| Program Services | 254762 | ProgramServices |
| Management And General | 4287 | ManagementAndGeneral |
| Fundraising | 14884 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144961 | Total |
| Program Services | 128750 | ProgramServices |
| Management And General | 3567 | ManagementAndGeneral |
| Fundraising | 12644 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11300 | Total |
| Management And General | 11300 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72028 | Total |
| Management And General | 72028 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323752 | Total |
| Program Services | 323752 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7305 | Total |
| Program Services | 7305 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316341 | Total |
| Program Services | 316341 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| SUPPLIES | 77931 | 46952 | 30979 | |
| EDUCATIONAL PROGRAM EXP | 67077 | 67077 | ||
| INSURANCE | 24344 | 24344 | ||
| TECHNOLOGY EXPENSE | 10137 | 10137 | ||
| MISCELLANEOUS | 164 | 164 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3318809 | Total |
| Program Services | 2865282 | ProgramServices |
| Management And General | 190594 | ManagementAndGeneral |
| Fundraising | 262933 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30738 | BOY |
| EOY | 40916 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11223917 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1964784 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9557410 | BOY |
| EOY | 9259133 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10473025 | BOY |
| EOY | 11764528 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20061173 | BOY |
| EOY | 21064577 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240838 | BOY |
| EOY | 216838 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240838 | BOY |
| EOY | 216838 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10104821 | BOY |
| EOY | 9597903 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2460270 | BOY |
| EOY | 3799471 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7255244 | BOY |
| EOY | 7450365 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19820335 | BOY |
| EOY | 20847739 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20061173 | BOY |
| EOY | 21064577 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -69778 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1097181 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9191113 | BeginningOfYearBalance |
| Contributions | 41356 | Contributions |
| Investment Earnings Or Losses | 1960211 | InvestmentEarningsOrLosses |
| Other Expenditures | 490012 | OtherExpenditures |
| End Of Year Balance | 10702668 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8442260 | BeginningOfYearBalance |
| Contributions | 97250 | Contributions |
| Investment Earnings Or Losses | 1176939 | InvestmentEarningsOrLosses |
| Other Expenditures | 525336 | OtherExpenditures |
| End Of Year Balance | 9191113 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10202952 | BeginningOfYearBalance |
| Contributions | 123400 | Contributions |
| Investment Earnings Or Losses | -1358181 | InvestmentEarningsOrLosses |
| Other Expenditures | 525911 | OtherExpenditures |
| End Of Year Balance | 8442260 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 450565 | InvestmentCostOrOtherBasis |
| Book Value | 450565 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 10103521 | InvestmentCostOrOtherBasis |
| Depreciation | 1387495 | Depreciation |
| Book Value | 8716026 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 669831 | InvestmentCostOrOtherBasis |
| Depreciation | 577289 | Depreciation |
| Book Value | 92542 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9259133 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER SECURITIES | Description |
| Book Value | 11764528 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 11764528 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OBLIGATION UNDER ANNUITY AGREEMENT | Description |
| Amount | $216,838 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 216838 | TotalOfAmounts |
| Total Revenue | 3249031 | TotalRevenue |
| Total Expenses | 3318809 | TotalExpenses |
| Excess Or Deficit For Year | -69778 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1097180 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 1 | PriorPeriodAdjustments |
| Total Adjustments | 1097181 | TotalAdjustments |
| Excess Or Deficit Per FS | 1027403 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4346211 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1097180 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1097180 | RevenueNotRptdF990 |
| Revenue Subtotal | 3249031 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3249031 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3318809 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3318809 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3318809 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | 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, 2007 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, 2011 AND 2010, 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. | Explanation |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THIS POLICY IS PART OF THE WRITTEN PHILOSOPHY OF THE SCHOOL AND IS ONE OF THE REASONS FOR THE SCHOOL'S EXISTENCE. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BENEFIT FALL 2010 | NameOfEvent1 |
| Gross Receipts Event1 | 207275 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 18525 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 188750 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 7902 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 23937 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 26889 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SPRING | NameOfEvent2 |
| Gross Receipts Event2 | 24678 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 24678 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 13520 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 39736 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 39736 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 10578 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 271689 | GrossReceiptsTotal |
| Charitable Contributions Total | 18525 | CharitableContributionsTotal |
| Gross Revenue Total Events | 253164 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7902 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 23937 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 50987 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 82826 | DirectExpenseSummaryEvents |
| Net Income Summary | 170338 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE TREASURER OF THE BOARD, AUDIT COMMITTEE CHAIR, AND THE DIRECTOR PRIOR TO FILING. | |
| 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 CONFILCT OF INTEREST IS DISCUSSED AND SHALL MAKE A PRESENTATION ON THE ISSUE(S). BEFORE ANY CONTRACT, ACTION OR TRANSACTION IDENTIFIED AS A POETENTIAL 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 12C | |
| 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 B, LINE 15A | |
| THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY MADE AVAILABLE IN DIRECTOR'S OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,097,180. PRIOR PERIOD ADJUSTMENTS: 1. TOTAL TO FORM 990, PART XI, LINE 5: 1,097,181. | FORM 990, PART XI, LINE 5: |
| THE FOUNDATION'S POLICY IS TO PREPARE ITS FINANCIAL STATEMENTS ON A MODIFIED CASH BASIS, WHICH INCLUDES RECORDING DEPRECIATION ON CAPITALZIED ASSETS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URSULINE SISTERS OF CLEVELAND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 LANDER ROAD | AddressLine1 |
| City | PEPPER PIKE | City |
| State | OH | State |
| ZIP Code | 44124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REGLIGIOUS ORDER - SPIRITUAL DEVELOPMENT | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| URSULINE SISTERS OF CLEVELAND | |
| C | 80635 |
| URSULINE SISTERS OF CLEVELAND | |
| N | 178115 |
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