UKRAINIAN CATHOLIC EDUCATION FOUNDATION: Form 990, tax year 2023
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- Organization
- UKRAINIAN CATHOLIC EDUCATION FOUNDATION (EIN 36-4126296)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-15
- IRS object ID
- 202511059349301246
- Schema version
- 2023v6.0
- 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) |
|---|---|---|
| Return | 2025-04-15T11:33:32-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931743146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eifel Rambo Advisory Group Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20635 Abbey Woods Ct Suite 301 | AddressLine1Txt |
| City | Frankfort | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364126296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ukrainian Catholic Education Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UKRA | BusinessNameControlTxt |
| Phone | 7732358462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2247 W Chicago Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60622 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Taras Szmagala | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 7732358462 | PhoneNum |
| Signature | 2025-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matt Beckley | PreparerPersonNm |
| PTIN | P00331163 | PTIN |
| Phone | 7086282365 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ukrainian Catholic University Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Taras Szmagala | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2247 W Chicago Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60622 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,624,471 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ucufoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Foundation supports Ukrainian Catholic University, one of the top universities in Ukraine and the premier Catholic educational institution. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,357,186 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,372,773 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $565,732 | PYInvestmentIncomeAmt |
| CY Investment Income | $806,910 | CYInvestmentIncomeAmt |
| PY Other Revenue | $407,882 | PYOtherRevenueAmt |
| CY Other Revenue | $102,034 | CYOtherRevenueAmt |
| PY Total Revenue | $9,330,800 | PYTotalRevenueAmt |
| CY Total Revenue | $6,281,717 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,945,715 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,392,763 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $994,948 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,055,797 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,177,066 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $810,856 | PYOtherExpensesAmt |
| CY Other Expenses | $951,363 | CYOtherExpensesAmt |
| PY Total Expenses | $9,751,519 | PYTotalExpensesAmt |
| CY Total Expenses | $7,399,923 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$420,719 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,118,206 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,410,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,268,029 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,065,507 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,655,943 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,345,417 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,612,086 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Through its fundraising activities in the United States, Foundation assists the Ukrainian Catholic University in meeting its educational goals and financial needs and supports its successes as one of the top universities and the premier Catholic educational institution in Ukraine. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,486,595 | ExpenseAmt |
| Grant | $5,392,763 | GrantAmt |
| Desc | The Foundation's program services include:* Institutional Support Helps Ukrainian Catholic University in Ukraine to meet present needs and develop endowments and funding streams for the future.* Information and Education Promotes public awareness and distributes material about Ukrainian history, culture and spirituality, fostering a deeper knowledge in the United States of the Ukrainian Catholic University.* Exchange Program Facilitates opportunities both for Ukrainian students and faculty to study or intern United states and for North American teachers , professors, and other professionals to volunteer in Ukraine.*Teaching Materials Program Collects books and other educational resources in the United States to help rebuild libraries of Catholic institutions in Ukraine. | Desc |
| Total Program Service Expenses | $5,486,595 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Feracota | PersonNm |
| Phone | 7082674909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2247 W Chicago Ave | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60622 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Taras Szmagala | ||||||
| Chairman | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Andrew Lencyk | ||||||
| Secretary | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Helen Kryshtalowych | ||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Natalia Klymovska | ||||||
| Director | 8.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Schmidt | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Anne Chermak Dillen | ||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Boris Lushniak | ||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Catherine Stecyk | ||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Nancy Boitnott | ||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Nataliya Anon | ||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Kristina Chehade | ||||||
| Chief Growth Officer | 40.00 | Yes (X) | $102,340 | $0 | $0 | |
| Joseph Solimini | ||||||
| Chief Operating Officer | 50.00 | Yes (X) | $112,860 | $0 | $0 | |
| Annetta Hewko | ||||||
| Executive Director | 50.00 | Yes (X) | $7,269 | $0 | $2,100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $222,469 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,100 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $901,803 | FundraisingAmt |
| All Other Contributions | $4,470,970 | AllOtherContributionsAmt |
| Noncash Contributions | $3,827 | NoncashContributionsAmt |
| Total Contributions | $5,372,773 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $528,820 | TotalRevenueColumnAmt |
| Exclusion | $528,820 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,620,844 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,342,754 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $278,090 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,090 | TotalRevenueColumnAmt |
| Exclusion | $278,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $102,034 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $901,803 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,034 | TotalRevenueColumnAmt |
| Exclusion | $102,034 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,281,717 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $908,944 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,392,763 | TotalAmt |
| Program Services | $5,392,763 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,212 | TotalAmt |
| Program Services | $30,058 | ProgramServicesAmt |
| Management And General | $108,256 | ManagementAndGeneralAmt |
| Fundraising | $199,898 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,843 | TotalAmt |
| Program Services | $46,733 | ProgramServicesAmt |
| Management And General | $168,313 | ManagementAndGeneralAmt |
| Fundraising | $310,797 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,974 | TotalAmt |
| Program Services | $12,529 | ProgramServicesAmt |
| Management And General | $45,123 | ManagementAndGeneralAmt |
| Fundraising | $83,322 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,768 | TotalAmt |
| Program Services | $4,512 | ProgramServicesAmt |
| Management And General | $16,250 | ManagementAndGeneralAmt |
| Fundraising | $30,006 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522 | TotalAmt |
| Management And General | $522 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,883 | TotalAmt |
| Management And General | $62,883 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,681 | TotalAmt |
| Management And General | $32,681 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,064 | TotalAmt |
| Management And General | $138,064 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,264 | TotalAmt |
| Management And General | $47,923 | ManagementAndGeneralAmt |
| Fundraising | $263,341 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,039 | TotalAmt |
| Management And General | $36,039 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,423 | TotalAmt |
| Management And General | $16,263 | ManagementAndGeneralAmt |
| Fundraising | $92,160 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,004 | TotalAmt |
| Management And General | $3,004 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,166 | TotalAmt |
| Management And General | $7,166 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Events Expense | $170,849 | $170,849 | |
| Dues & subscriptions | $31,071 | $17,443 | $13,628 |
| Supplies | $24,974 | $9,250 | $15,724 |
| Commissions & fees | $24,423 | $24,423 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,399,923 | TotalAmt |
| Program Services | $5,486,595 | ProgramServicesAmt |
| Management And General | $736,262 | ManagementAndGeneralAmt |
| Fundraising | $1,177,066 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,830,198 | BOYAmt |
| EOY | $5,119,506 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,038 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,748 | BOYAmt |
| EOY | $8,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $91,297 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $89,462 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,839 | BOYAmt |
| EOY | $1,835 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,301,332 | BOYAmt |
| EOY | $17,333,295 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,769 | BOYAmt |
| EOY | $55,022 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,410,924 | BOYAmt |
| EOY | $23,268,029 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,505,765 | BOYAmt |
| EOY | $3,096,201 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,742 | BOYAmt |
| EOY | $559,742 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,065,507 | BOYAmt |
| EOY | $3,655,943 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,856,558 | BOYAmt |
| EOY | $16,340,918 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,488,859 | BOYAmt |
| EOY | $3,271,168 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,345,417 | BOYAmt |
| EOY | $19,612,086 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,410,924 | BOYAmt |
| EOY | $23,268,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,118,206 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,384,876 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,637,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,274,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,237,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,820,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,372,773 | CurrentTaxYearAmt |
| Total | $32,342,804 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,637,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,274,528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,237,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,820,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,372,773 | CurrentTaxYearAmt |
| Total | $32,342,804 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,253,876 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,088,928 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $649,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $563,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $806,910 | CurrentTaxYearAmt |
| Total | $2,450,538 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,793,342 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $209,249 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,395,249 | BeginningYearBalanceAmt |
| Contributions | $844,548 | ContributionsAmt |
| Investment Earnings Or Losses | $912,030 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $905,327 | OtherExpendituresAmt |
| Administrative Expenses | $25,141 | AdministrativeExpensesAmt |
| End Year Balance | $14,221,359 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,229,660 | BeginningYearBalanceAmt |
| Contributions | $473,170 | ContributionsAmt |
| Investment Earnings Or Losses | $2,055,618 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $13,395,249 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,229,660 | BeginningYearBalanceAmt |
| Contributions | $482,573 | ContributionsAmt |
| Investment Earnings Or Losses | $251,036 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $733,609 | OtherExpendituresAmt |
| End Year Balance | $6,229,660 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,110,954 | BeginningYearBalanceAmt |
| Contributions | $559,508 | ContributionsAmt |
| Investment Earnings Or Losses | $1,060,611 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $501,413 | OtherExpendituresAmt |
| End Year Balance | $6,229,660 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,224,342 | BeginningYearBalanceAmt |
| Contributions | $1,060,628 | ContributionsAmt |
| Investment Earnings Or Losses | $887,016 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,061,032 | OtherExpendituresAmt |
| End Year Balance | $5,110,954 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,436 | DepreciationAmt |
| Book Value | $1,835 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,026 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,026 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,835 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,633,911 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,384,876 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,384,876 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,249,035 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $32,681 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $32,681 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,281,716 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,367,242 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,367,242 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $32,681 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $32,681 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,399,923 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Endowment Fund-to be used to educate the youth of Ukraine and purchase books, journals and supplies for the Ukrainian Catholic University. |
| Part X, Line 2: | FIN 48 Note from Audited Financial Statement The Ukrainian Catholic Education Foundation was granted an exemption from federal income tax by the Internal Revenue Service pursuant to the provisions of Internal Revenue Code Section 501(c)(3). The Organization qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi) and has been classified as an organization that is not a private foundation under Section 509(a)(2). The tax exempt purpose of the Organization and the nature in which it operates is described in the first paragraph of Note 1. The Organization continues to operate in compliance with its tax exempt purpose. The Organization's annual information and income tax returns filed with the federal and state governments are subject to examination generally for three years after filing. The Organization has adopted the requirements for accounting for uncertain tax positions and management has determined that the Organization was not required to record a liability related to uncertain tax positions as of June 30, 2024. |
| Part XI, Line 2d - Other Adjustments: | Change in Present Value of Unitrust Prior year adjustment |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Russia & the Newly Independent States-Ukraine | Grants to recipient organizations located in the region | Support Ukrainian Catholic institutions | $5,392,763 |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | Grants to recipient organizations located in the region | Support Catholic institutions |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,392,763 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,392,763 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Russia & the Newly Independent States-Ukraine | Educational, religious, and Institute support. | $500,000 | $0 |
| Russia & the Newly Independent States-Ukraine | Education, institutional and religious support. | $3,458,467 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | UCEF closely reviews the proposals and reports of all recipients, and conducts site checkups of all major grantees. Major grantee organizations also send representatives to the US to report directly to the Foundation and its supporters. |
| Part I, line 3: | All grants are approved by the Board of Directors, documented in the board minutes and recorded in the accounting records. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Chicago Perelaz | Event1Nm |
| Gross Receipts Event1 | $291,566 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $251,466 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $40,100 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,161 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $44,832 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,209 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $30,533 | OtherDirectExpensesEvent1Amt |
| Event2 | New York Banquet | Event2Nm |
| Gross Receipts Event2 | $350,675 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $300,825 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $49,850 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $57,844 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $1,185 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $34,133 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $332,593 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $318,510 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $14,083 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $20,175 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $23,730 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,639 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $46,322 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $974,834 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $870,801 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $104,033 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $79,180 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $68,562 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,033 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $110,988 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $266,763 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$162,730 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Natalia Klymovska | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Natalia Klymovska is a member of UCEF's Board of Directors | RelationshipDescriptionTxt |
| Transaction | Natalia Klymovska is the Director of Development for Ukrainian Catholic University. On June 1, 2019, the Foundation entered into a guarantor agreement with the Overseas Private Investment Corporation (OPIC), to which it will act as the primary guarantor for an estimated $6,200,000 construction loan for a collegium at the Ukrainian Catholic University. The guaranty is expected to last for a term of 12 years, and requires the Foundation to pledge 111% of the outstanding loan amount as collateral. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The UCEF Board has formed an Audit Committee with the task of reviewing and approving the 990 tax return on behalf of the Board. The Committee has four members, two of them are Board of Directors and the third and fourth members are volunteers. |
| Form 990, Part VI, Section B, line 15a | The Board of Directors determined and approved compensation for the President and Executive Director positions based upon comparison with similar organizations. |
| Form 990, Part VI, Section C, line 19 | The organization prints a summary of its financial results in its annual report, which is posted on the organization's website and mailed to its donors each year. The financial statements along with the governing documents are also available upon request. |
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