Ukrainian Catholic University Foundation (EIN 364126296) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

Taras Szmagala

Phone

7732358462

Tax Period

2024-07-01 to 2025-06-30

Ukrainian Catholic University Foundation, founded in 1997, is a mid-sized nonprofit in the Religion sector that reported $12.5M in total revenue in fiscal year 2024. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.1M, a strong 49% operating margin.

Mission

Foundation supports Ukrainian Catholic University, one of the top universities in Ukraine and the premier Catholic educational institution.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,393,086

Program Service Revenue $0

Investment Income $3,153,683

Other Revenue $-94,472

TOTAL REVENUE $12,452,297

Expense Breakdown

Grants Paid $4,318,572

Salaries & Benefits $1,055,628

Fundraising Expenses $1,195,058

Program Expenses $4,515,496

Other Expenses $1,012,698

TOTAL EXPENSES $6,386,898

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,452,297	$6,281,717	+1.0%
Expenses	$6,386,898	$7,399,923	-0.1%
Net Income	$6,065,399	$-1,118,206	-6.4%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$252,938

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Taras Szmagala	Chairman	12.00	Officer Director	$0	$0	$0
Natalia Klymovska	Director	2.00	Director	$0	$0	$0
Anne Chermak Dillen	Director	7.00	Director	$0	$0	$0
Boris Lushniak	Director	2.00	Director	$0	$0	$0
Nancy Boitnott	Director	2.00	Director	$0	$0	$0
Catherine Stecyk	Director	3.00	Director	$0	$0	$0
Nataliya Anon	Director	2.00	Director	$0	$0	$0
Andrew Lencyk	Director	7.00	Director	$0	$0	$0
Hellen Kryshtalowych	Director	3.00	Director	$0	$0	$0
Kristina Chehade	Chief Growth Officer	40.00	Officer	$105,303	$0	$105,303
Annetta Hewko	Executive Director	50.00	Officer	$147,635	$0	$147,635

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
2025	$12,452,297	$6,386,898	$28,001,759	$6,065,399
2024	$6,281,717	$7,399,923	$23,268,029	$-1,118,206
2023	$8,330,800	$9,749,309	$22,412,029	$-1,418,509
2022	$12,218,833	$6,690,536	$20,727,674	$5,528,297
2021	$1,522,944	$1,352,098	$18,368,860	$170,846
2020	$7,238,505	$6,310,513	$18,668,548	$927,992
2019	$6,204,848	$5,388,505	$13,732,583	$816,343
2018	$4,667,907	$4,897,132	$11,862,880	$-229,225

Ukrainian Catholic University Foundation