UKRAINE-MOLDOVA AMERICAN ENTERPRISE FUND (EIN 133786524) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

JAROSLAWA Z JOHNSON

Phone

3129397003

Tax Period

2023-10-01 to 2024-09-30

UKRAINE-MOLDOVA AMERICAN ENTERPRISE FUND, founded in 1994, is a mid-sized nonprofit in the International Affairs sector that reported $23.3M in total revenue in fiscal year 2023. Revenue fell 83% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $7.2M, a strong 31% operating margin.

Mission

UKRAINE-MOLDOVA AMERICAN ENTERPRISE FUND WAS CREATED AND FUNDED BY THE US (SEE SCHEDULE O)

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,782,256

Investment Income $19,486,781

Other Revenue $36,000

TOTAL REVENUE $23,305,037

Expense Breakdown

Grants Paid $10,007,113

Salaries & Benefits $3,330,798

Fundraising Expenses $0

Program Expenses $15,586,865

Other Expenses $2,722,355

TOTAL EXPENSES $16,060,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,305,037	$134,501,409	-0.8%
Expenses	$16,060,266	$7,772,542	+1.1%
Net Income	$7,244,771	$126,728,867	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$614,007

Total Directors

$495,566

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAROSLAWA ZELINSKY JOHNSON	PRESIDENT & CEO	40.00	Officer Director	$454,758	$40,808	$495,566
MARTA FARION	DIRECTOR	1.00	Director	$0	$0	$0
JOHN E HERBST	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS A JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY C NEAL	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL F RUNDE	DIRECTOR	1.00	Director	$0	$0	$0
MARGOT ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE MCCORMACK	SECRETARY	36.00	Officer	$96,674	$21,767	$118,441
LENNA KOSZARNY	EXECUTIVE VICE PRESIDENT	1.00	Officer	$0	$0	$0
NATALIA KOVALENKO	CFAO & TREASURER	1.00	Officer	$0	$0	$0
IRYNA OZYMOK	LOCAL ECONOMIC DEVELOPMENT	40.00	Highest	$107,875	$0	$107,875
ROMAN TYCHKIVSKYY	STRATEGIC INITATIVES DIRECTOR	40.00	Highest	$108,167	$0	$108,167
VASYL NAZARUK	IMPACT INVESTING PROGRAM DIRECTOR	40.00	Highest	$105,975	$0	$105,975
ANTON WASCHUK	INNOVATION, EDU. AND ENT. DIRECTOR	40.00	Highest	$105,625	$0	$105,625

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$23,305,037	$16,060,266	$244,561,208	$7,244,771
2023	$134,501,409	$7,772,542	$224,102,151	$126,728,867
2022	$-936,647	$5,474,920	$83,458,676	$-6,411,567
2021	$4,246,374	$6,529,495	$84,059,720	$-2,283,121
2020	$-6,808,461	$5,127,426	$76,506,363	$-11,935,887
2019	$174,419	$6,482,641	$68,144,238	$-6,308,222
2018	$-363,507	$9,729,894	$67,809,029	$-10,093,401

UKRAINE-MOLDOVA AMERICAN ENTERPRISE FUND