UKRAINIAN CATHOLIC EDUCATION FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UKRAINIAN CATHOLIC EDUCATION FOUNDATION (EIN 36-4126296)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202421369349307442
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-05-15T12:15:59-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363321958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Desmond & Ahern LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110827 S Western AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60643ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364126296EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ukrainian Catholic Education FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUKRABusinessNameControlTxt
Phone7732358462PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12247 W Chicago AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60622ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTaras SzmagalaPersonNm
Person TitleChairmanPersonTitleTxt
Phone7732358462PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTarasPersonFirstNm
Person LastSzmagalaPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMel PadilloPreparerPersonNm
PTINP03172019PTIN
Phone7737794720PhoneNum
Preparation2024-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Ukrainian Catholic University FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerTaras SzmagalaPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12247 W Chicago AvenueAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60622ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,861,214GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ucufoundation.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionSupport for educational, religious, and charitable programs concerning Ukrainian Catholics.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,237,865PYContributionsGrantsAmt
CY Contributions Grants$7,357,186CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$953,088PYInvestmentIncomeAmt
CY Investment Income$565,732CYInvestmentIncomeAmt
PY Other Revenue$27,880PYOtherRevenueAmt
CY Other Revenue$407,882CYOtherRevenueAmt
PY Total Revenue$12,218,833PYTotalRevenueAmt
CY Total Revenue$8,330,800CYTotalRevenueAmt
PY Grants And Similar Paid$5,356,764PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,945,715CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$851,246PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$994,948CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,097,375CYTotalFundraisingExpenseAmt
PY Other Expenses$482,526PYOtherExpensesAmt
CY Other Expenses$808,646CYOtherExpensesAmt
PY Total Expenses$6,690,536PYTotalExpensesAmt
CY Total Expenses$9,749,309CYTotalExpensesAmt
PY Revenues Less Expenses$5,528,297PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,418,509CYRevenuesLessExpensesAmt
Total Assets BOY$20,727,674TotalAssetsBOYAmt
Total Assets EOY$22,412,029TotalAssetsEOYAmt
Total Liabilities BOY$2,121,774TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,065,507TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,605,900NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,346,522NetAssetsOrFundBalancesEOYAmt
MissionThe Organization provides educational and financial support for the Catholic Church and its programs in Ukraine including institutional, information and education support and exchange, research and intellectual development, and teaching materials.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$8,039,726ExpenseAmt
Grant$7,945,715GrantAmt
Revenue$2,484RevenueAmt
DescThe Foundation's program services include:* Institutional Support - Helps educational and religious institutions in Ukraine to meet present needs and develop endowments 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 ofthe Ukrainian Catholic Church.* Exchange Program - Provides opportunities both for Ukrainian students to study or intern in North America (Summer in America program) and for North American teachers and professors 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$8,039,726TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJulie FeracotaPersonNm
Phone7082674909PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12247 W Chicago AveAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60622ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Taras Szmagala
Chairman10.00Yes (X)Yes (X)$0$0$0
Andrew Lencyk
Secretary7.00Yes (X)Yes (X)$0$0$0
Helen Kryshtalowych
Director3.00Yes (X)$0$0$0
Natalia Klymovska
Director8.00Yes (X)$0$0$0
Daniel Schmidt
Director2.00Yes (X)$0$0$0
Anne Chermak Dillen
Director5.00Yes (X)$0$0$0
Boris Lushniak
Director3.00Yes (X)$0$0$0
Catherine Stecyk
Director3.00Yes (X)$0$0$0
Taras Ferencevych
Director3.00Yes (X)$0$0$0
Nataliya Anon
Director3.00Yes (X)$0$0$0
Kristina Chehade
Chief Growth Officer40.00Yes (X)$96,961$0$19,759
Joseph Solimini
Chief Operating Officer50.00Yes (X)$101,687$0$3,484
Alexander Kuzma
Chief Development Officer40.00Yes (X)$97,071$0$6,980
FieldValueIRS element (for citing)
Total Reportable Comp From Org$295,719TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$30,223TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$139,433FundraisingAmt
All Other Contributions$7,217,753AllOtherContributionsAmt
Total Contributions$7,357,186TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$563,824TotalRevenueColumnAmt
Exclusion$563,824ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,430,323SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,428,415SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,908SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,908TotalRevenueColumnAmt
Related Or Exempt Func Income$1,908RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$509,305FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$139,433ContriRptFundraisingEventAmt
Fundraising Direct Expenses$101,999FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$407,306TotalRevenueColumnAmt
Exclusion$407,306ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneousDesc
Business900099BusinessCd
Total Revenue Column$576TotalRevenueColumnAmt
Related Or Exempt Func Income$576RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$576OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,330,800TotalRevenueColumnAmt
Related Or Exempt Func Income$2,484RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$971,130ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$107,530TotalAmt
Program Services$107,530ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$7,838,185TotalAmt
Program Services$7,838,185ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$325,943TotalAmt
Program Services$30,897ProgramServicesAmt
Management And General$93,909ManagementAndGeneralAmt
Fundraising$201,137FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$388,212TotalAmt
Program Services$34,967ProgramServicesAmt
Management And General$121,748ManagementAndGeneralAmt
Fundraising$231,497FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$244,236TotalAmt
Program Services$24,491ProgramServicesAmt
Management And General$63,140ManagementAndGeneralAmt
Fundraising$156,605FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,557TotalAmt
Program Services$3,656ProgramServicesAmt
Management And General$9,505ManagementAndGeneralAmt
Fundraising$23,396FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Management And General$30,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$124,012TotalAmt
Management And General$124,012ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$349,682TotalAmt
Management And General$70,065ManagementAndGeneralAmt
Fundraising$279,617FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$35,061TotalAmt
Management And General$35,061ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$87,788TotalAmt
Management And General$13,168ManagementAndGeneralAmt
Fundraising$74,620FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,667TotalAmt
Management And General$4,664ManagementAndGeneralAmt
Fundraising$3FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,597TotalAmt
Management And General$9,597ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
Events Expense$119,516$119,516
Supplies$29,505$10,984$18,521
Commissions & fees$18,818$18,818

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,749,309TotalAmt
Program Services$8,039,726ProgramServicesAmt
Management And General$612,208ManagementAndGeneralAmt
Fundraising$1,097,375FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$241BOYAmt
EOY$241EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,271,172BOYAmt
EOY$5,981,062EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$138,916BOYAmt
EOY$10,038EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$929BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$91,929BOYAmt
EOY$60,748EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$91,297LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$86,458LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,506BOYAmt
EOY$4,839EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,162,515BOYAmt
EOY$16,301,332EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$52,466BOYAmt
EOY$53,769EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,727,674BOYAmt
EOY$22,412,029EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,452,982BOYAmt
EOY$3,505,765EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$668,792BOYAmt
EOY$559,742EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,121,774BOYAmt
EOY$4,065,507EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,689,973BOYAmt
EOY$17,407,428EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$915,927BOYAmt
EOY$939,094EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,605,900BOYAmt
EOY$18,346,522EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,727,674BOYAmt
EOY$22,412,029EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,418,509ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,059,595NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$98,233PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$1,303OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,995,879CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,637,047CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,274,528CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,237,865CurrentTaxYearMinus1YearAmt
Current Tax Year$7,820,591CurrentTaxYearAmt
Total$31,965,910TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,995,879CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,637,047CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,274,528CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,237,865CurrentTaxYearMinus1YearAmt
Current Tax Year$7,820,591CurrentTaxYearAmt
Total$31,965,910TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,911,386SubstantialContributorsTotAmt
Public Support Total170$21,054,524PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$408,728CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$341,374CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,231CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$649,199CurrentTaxYearMinus1YearAmt
Current Tax Year$563,824CurrentTaxYearAmt
Total$2,052,356TotalAmt
FieldValueIRS element (for citing)
Total Support$34,018,266TotalSupportAmt
Gross Receipts Rltd Activities$179,971GrossReceiptsRltdActivitiesAmt
Public Support CY1700.61890PublicSupportCY170Pct
Public Support PY1700.59640PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,229,660BeginningYearBalanceAmt
Contributions$473,170ContributionsAmt
Investment Earnings Or Losses$2,055,618InvestmentEarningsOrLossesAmt
End Year Balance$13,395,249EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,229,660BeginningYearBalanceAmt
Contributions$482,573ContributionsAmt
Investment Earnings Or Losses$251,036InvestmentEarningsOrLossesAmt
Other Expenditures$733,609OtherExpendituresAmt
End Year Balance$6,229,660EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,110,954BeginningYearBalanceAmt
Contributions$559,508ContributionsAmt
Investment Earnings Or Losses$1,060,611InvestmentEarningsOrLossesAmt
Other Expenditures$501,413OtherExpendituresAmt
End Year Balance$6,229,660EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,224,342BeginningYearBalanceAmt
Contributions$1,060,628ContributionsAmt
Investment Earnings Or Losses$887,016InvestmentEarningsOrLossesAmt
Other Expenditures$1,061,032OtherExpendituresAmt
End Year Balance$5,110,954EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,989,792BeginningYearBalanceAmt
Contributions$1,117,374ContributionsAmt
Investment Earnings Or Losses$1,384,809InvestmentEarningsOrLossesAmt
Other Expenditures$6,267,633OtherExpendituresAmt
End Year Balance$4,224,342EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.18600PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.81400TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$77,271OtherCostOrOtherBasisAmt
Depreciation$72,432DepreciationAmt
Book Value$4,839BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,026OtherCostOrOtherBasisAmt
Depreciation$14,026DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,839TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,459,931TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,059,595NetUnrealizedGainsInvstAmt
Other Revenue$99,536OtherRevenueAmt
Revenue Not Reported$1,159,131RevenueNotReportedAmt
Revenue Subtotal$8,300,800RevenueSubtotalAmt
Investment Expenses Not Incld$30,000InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$30,000RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,330,800TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,719,309TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$9,719,309ExpensesSubtotalAmt
Investment Expenses Not Incld2$30,000InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$30,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,749,309TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2023.
Part XI, Line 2d - Other Adjustments:Change in Present Value of Unitrust 1,303. Prior year adjustment 98,233.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Russia & the Newly Independent States-Ukraine00Grants to recipient organizations located in the regionSupport Ukrainian Catholic institutions$1,000,000
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium00Grants to recipient organizations located in the regionSupport Catholic institutions
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,000,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,000,000TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
Russia & the Newly Independent States-UkraineEducational, religious, and Institute support.$350,500$0
Russia & the Newly Independent States-UkraineEducation, institutional and religious support.$7,487,685$0
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
Part III Accounting Method:

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Chicago PerelazEvent1Nm
Gross Receipts Event1$229,382GrossReceiptsEvent1Amt
Charitable Contri Event1$37,647CharitableContriEvent1Amt
Gross Revenue Event1$191,735GrossRevenueEvent1Amt
Food And Beverage Event1$15,602FoodAndBeverageEvent1Amt
Event2New York BanquetEvent2Nm
Gross Receipts Event2$335,406GrossReceiptsEvent2Amt
Charitable Contri Event2$68,280CharitableContriEvent2Amt
Gross Revenue Event2$267,126GrossRevenueEvent2Amt
Rent Facility Costs Event2$4,720RentFacilityCostsEvent2Amt
Food And Beverage Event2$9,195FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$46,664OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$83,950GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$33,506CharitableContriOtherEventsAmt
Gross Revenue Other Events$50,444GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$4,720RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$46,664FoodAndBeverageOtherEventsAmt
Entertainment Other Events$9,195EntertainmentOtherEventsAmt
Gross Receipts Total$648,738GrossReceiptsTotalAmt
Charitable Contributions Tot$139,433CharitableContributionsTotAmt
Gross Revenue Total Events$509,305GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$9,440RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$71,461FoodAndBeverageTotalEventsAmt
Entertainment Total Events$9,195EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$46,664OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$136,760DirectExpenseSummaryEventsAmt
Net Income Summary$372,545NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Salvatorian Mission Warehouse
1303 Milwaukee DriveNew HolesteinWI53061501(C)(3)$6,000$0Donation
St Joseph the Betrothed UCC
5000 N Cumberland AveChicagoIL60656501(c)(3)$92,700$0Donation for Bishop Stepan Sus' pastoral Catholic work

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonNatalia KlymovskaPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionNatalia Klymovska is a member of UCEF's Board of DirectorsRelationshipDescriptionTxt
TransactionNatalia 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 Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe 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 15aThe 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 19The 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.
Form 990, Part XI, line 9:Change in Present Value of Unitrust 1,303.
Form 990, Part XII, line 2c:The process has not changed from the prior year.

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