Utica Community Schools Foundation for Educational Excellence

EIN: 382696478 501(c)(3) Philanthropy & Grantmaking

Sterling Heights, MI

Total Revenue
$73,445
Total Expenses
$133,597
Total Assets
$659,908
Net Assets
$659,908
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
MI
Phone
5867976953
Tax Period
2023-01-01 to 2023-12-31

Utica Community Schools Foundation for Educational Excellence, founded in 1986, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $73K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $134K exceeded revenue, resulting in a 82% operating deficit.

Mission

The Organization supplements, assists and aids the Utica Community Schools in their pursuit of excellence through providing funds for their identified programs. Generally, funds go toward those programs considered above and beyond the normal school budget.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $22,231
Program Service Revenue $28,850
Investment Income $12,951
Other Revenue $9,413
TOTAL REVENUE $73,445

Expense Breakdown

Grants Paid $49,121
Salaries & Benefits $0
Fundraising Expenses $16,967
Program Expenses $101,014
Other Expenses $84,476
TOTAL EXPENSES $133,597

Year-over-Year Comparison

2023 2022 Change
Revenue $73,445 $171,053 -0.6%
Expenses $133,597 $134,100 0.0%
Net Income $-60,152 $36,953 -2.6%
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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
5

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
4
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Brent Bohlinger Trustee 1.00
Director
$0 $0 $0
Ronald Chriss Trustee 1.00
Director
$0 $0 $0
Lester Gilbert Trustee 1.00
Director
$0 $0 $0
Tom Lietz Trustee 1.00
Director
$0 $0 $0
Raymond Lope Trustee 1.00
Director
$0 $0 $0
Nate Tallman Trustee 1.00
Director
$0 $0 $0
Michael Nowicki Trustee 1.00
Director
$0 $0 $0
Susan Rosso Trustee 1.00
Director
$0 $0 $0
David Klida Trustee 1.00
Director
$0 $0 $0
Robert Van Camp Trustee 1.00
Director
$0 $0 $0
Jeff Vollmar Trustee 1.00
Director
$0 $0 $0
Dan Wesner Trustee 1.00
Director
$0 $0 $0
Paul Alandt Trustee 1.00
Director
$0 $0 $0
Juli Sala President 5.00
Officer Director
$0 $0 $0
Sherman Abdo Vice-President 5.00
Officer Director
$0 $0 $0
Patty Lopez Treasurer 5.00
Officer Director
$0 $0 $0
Stacy Ziarko Secretary 5.00
Officer Director
$0 $0 $0
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 No data No data No data No data
2023 $73,445 $133,597 $659,908 $-60,152
2022 $171,053 $134,100 $701,296 $36,953
2021 $107,533 $77,445 $724,928 $30,088
2020 $77,161 $45,511 $646,308 $31,650
2019 $103,278 $129,612 $594,141 $-26,334
2018 $146,309 $121,218 $574,291 $25,091
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