Nonprofit · EIN 38-2696478
UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE
Tax-exempt · STERLING HTS, MI 48314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $165,552 | $136,754 | $28,798 | $729,495 | $0 | $729,495 |
| December 31, 2023 | 990 | $73,445 | $133,597 | -$60,152 | $659,908 | $0 | $659,908 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $47,553
- Program service revenue
- $43,548
- Investment income
- $56,675
- Net income from fundraising events
- $12,280
- Other revenue
- $17,776
Expenses
- Grants and similar amounts paid
- $41,040
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,575
- Program services (functional)
- $100,612
- Management and general (functional)
- $19,773
- Fundraising (functional)
- $16,369
Balance sheet and other
- Total assets, start of year
- $659,908
- Total assets, end of year
- $729,495
- Total liabilities, end of year
- $0
- Net assets, end of year
- $729,495
- Publicly traded securities
- $639,970
- Net assets without donor restrictions
- $583,535
- Net assets with donor restrictions
- $145,960
- Gross receipts
- $184,147
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1986
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brent Bohlinger | Trustee Trustee or director | 1 | $0 |
| Ronald Chriss | Trustee Trustee or director | 1 | $0 |
| Tom Lietz | Trustee Trustee or director | 1 | $0 |
| Raymond Lope | Trustee Trustee or director | 1 | $0 |
| Nate Tallman | Trustee Trustee or director | 1 | $0 |
| Michael Nowicki | Trustee Trustee or director | 1 | $0 |
| Susan Rosso | Trustee Trustee or director | 1 | $0 |
| David Klida | Trustee Trustee or director | 1 | $0 |
| Robert Van Camp | Trustee Trustee or director | 1 | $0 |
| Dan Wesner | Trustee Trustee or director | 1 | $0 |
| Paul Alandt | Trustee Trustee or director | 1 | $0 |
| Juli Sala | President Trustee or director, Officer | 5 | $0 |
| Sherman Abdo | Vice-President Trustee or director, Officer | 5 | $0 |
| Patty Lopez | Treasurer Trustee or director, Officer | 5 | $0 |
| Stacy Ziarko | Secretary Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brent Bohlinger | Trustee Trustee or director | 1 | $0 |
| Ronald Chriss | Trustee Trustee or director | 1 | $0 |
| Lester Gilbert | Trustee Trustee or director | 1 | $0 |
| Tom Lietz | Trustee Trustee or director | 1 | $0 |
| Raymond Lope | Trustee Trustee or director | 1 | $0 |
| Nate Tallman | Trustee Trustee or director | 1 | $0 |
| Michael Nowicki | Trustee Trustee or director | 1 | $0 |
| Susan Rosso | Trustee Trustee or director | 1 | $0 |
| David Klida | Trustee Trustee or director | 1 | $0 |
| Robert Van Camp | Trustee Trustee or director | 1 | $0 |
| Jeff Vollmar | Trustee Trustee or director | 1 | $0 |
| Dan Wesner | Trustee Trustee or director | 1 | $0 |
| Paul Alandt | Trustee Trustee or director | 1 | $0 |
| Juli Sala | President Trustee or director, Officer | 5 | $0 |
| Sherman Abdo | Vice-President Trustee or director, Officer | 5 | $0 |
| Patty Lopez | Treasurer Trustee or director, Officer | 5 | $0 |
| Stacy Ziarko | Secretary Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 7600 18 MILE RD, STERLING HTS, MI 48314-4239
- Principal officer (990 for 2024)
- Patricia Lopez, 7600 18 Mile Rd, Sterling Heights, MI 48314
- Signed the 990
- Juli Sala, President
- Phone
- (586) 797-6953
- Website
- UCSFoundation.org
- Return prepared by
- SANGSTER & RUEDISUELI PLC
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.
Program accomplishments
- To Provide Contact Between Students and Business Leaders for Education and Professional Development. 1,982 students, 174 staff and 257 mentors were served at the 2024 event.Expenses $57,176 · revenue $49,044
- Grants to Teachers and Programs for Utica Community Schools outside of general budgetary limitationsExpenses $31,751 · grants $30,000
- Scholarships for academically gifted studentsExpenses $11,685 · grants $11,040
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-2696478
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $729,495
- Income (IRS master file)
- $184,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $165,552 | $136,754 | $729,495 | IRS |
| 990 | December 2023 | $73,445 | $133,597 | $659,908 | XML |
| 990 | December 2022 | $171,053 | $134,100 | $701,296 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2696478).
Questions about UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE
- What is the EIN of UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE?
- The employer identification number (EIN) of UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE is 38-2696478.
- Is UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE?
- The 990 for the year ended December 31, 2024 names Patricia Lopez.
- Who are the officers and directors of UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does UTICA COMMUNITY SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $165,552, expenses of $136,754 and total assets of $729,495 at year end.
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