Ugc Foundation INC: Nonprofit Profile, Financials & Form 990 (EIN 13-3930505)

Revenue by fiscal year
FY2020	$659K
FY2021	$576K
FY2022	$788K
FY2023	$323K
FY2024	$437K

Expenses by fiscal year
FY2020	$759K
FY2021	$657K
FY2022	$795K
FY2023	$923K
FY2024	$406K

Net assets by fiscal year
FY2020	$1.8M
FY2021	$1.3M
FY2022	$1.2M
FY2023	$629K
FY2024	$660K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

10 cents of each dollar spent went to programs.

26%

64%

Program services 10% · $40K Management & general 26% · $106K Fundraising 64% · $259K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation

Rita C Mabli

President & CEO & Secretary

$0Pt VII · Sec A

Malcolm Lazarus

Chairman

$0Pt VII · Sec A

Mark Hartman

Treasurer Thru 2024

$0Pt VII · Sec A

Rosemary McLaughlin

Secretary/Treasurer

$0Pt VII · Sec A

Donald Duberstein

Director

$0Pt VII · Sec A

Bruce Gordon

Director Thru 2024

$0Pt VII · Sec A

Anthony Nardozzi

Director Thru 2024

$0Pt VII · Sec A

Harris Platzner

Director Thru 2024

$0Pt VII · Sec A

See Ugc Foundation INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports programs for the elderly, including related entities.

Questions for Ugc Foundation INC

Tap to ask. Ugc Foundation INC sees how many people are interested.

Your first name shows with your question. Ugc Foundation INC answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $40K · in their own filed words · FY2024

01

Support of programs for the elderly in long-term care facilities, as well as assistance in long-term care facilities for capital projects.

$40Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Kramer FoundationFY2024$25K

Joseph F Stein Family Foundation INCFY2024$25K

Donor Advised Charitable Giving INCFY2024$8K

Hebrew Home for the Aged Atriverdale Foundation INCFY2024$5K

Total grants receivedfrom 4 funders$62K

See all 4 funders →

Grants paid · 11 grants · $609K · 2020–2024

Westchester Public-Private Membership Fund-Aging Services INCNY · FY2024$10,000

Association of Jewish Aging ServicesMD · FY2024$5,108

Willow Gardens INCNY · FY2023$150,000

United Home for Aged HebrewsNY · FY2023$100,000

Westchester County Association INCNY · FY2023$15,000

Hebrew Home for the AgedNY · FY2023$6,500

Willow Gardens INCNY · FY2022$100,000

United Home for Aged HebrewsNY · FY2022$19,941

United Home for Aged HebrewsNY · FY2021$60,943

United Home for Aged HebrewsNY · FY2020$114,647

Azor Care at Home INCNY · FY2020$27,250

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$437K

Ln 12

Gifts and grantsLn 1h$501K

Investment incomeLn 3$17K

Money outPt IX

$406K

Ln 25

Programscol B$40K

Managementcol C$106K

Fundraisingcol D$259K

Owns and owesPt X

$660K

net assets · Ln 32

Cash and savingsLn 1–2$444K

Total assetsLn 16$3.8M

LiabilitiesLn 26$3.1M

PeoplePt VI, VII

13

listed · VII A

PaidVII A0

Voting boardVI 1a7

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$501K

Noncash giftsLn 1g$34K

Fundraising eventsLn 1c$359K

Investment incomeLn 3$17K

Total revenueLn 12$437K

Assets in detailPt X, end of year

CashLn 1$252K

SavingsLn 2$192K

Cash and savings togetherLn 1–2$444K

Land, buildings, equipmentLn 10c$291K

Other assetsLn 15$3.0M

Total assetsLn 16$3.8M

LiabilitiesLn 26$3.1M

Net assetsLn 32$660K

OperationsPt I, VI

EmployeesI 50

VolunteersI 611

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$766K	$444K
Land, buildings, equipmentLn 10c	$156K	$291K
Total assetsLn 16	$3.9M	$3.8M
LiabilitiesLn 26	$3.3M	$3.1M
Net assetsLn 32	$629K	$660K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$40K	$40K
Legal feesLn 11b	$10K		$10K
Accounting feesLn 11c	$40K		$40K
Lobbying feesLn 11d	$68K			$68K
Other fees for servicesLn 11g	$139K		$3K	$136K
Advertising and promotionLn 12	$10K			$10K
Office expensesLn 13	$27K		$16K	$11K
InterestLn 20	$13K		$13K
Depreciation, depletion and amortizationLn 22	$18K		$18K
InsuranceLn 23	$6K		$6K
Other expenses (24a–d)Ln 24	$34K			$34K
Total functional expensesLn 25	$406K	$40K	$106K	$259K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$437K	$406K	$31K	$660K	990 PDF
FY2023	$323K	$923K	−$600K	$629K	990 PDF
FY2022	$788K	$795K	−$7K	$1.2M	990 PDF
FY2021	$576K	$657K	−$81K	$1.3M	990 PDF
FY2020	$659K	$759K	−$100K	$1.8M	990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $436,881 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $379,411$501,204

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $10,549$16,524

I-11 Other revenuePrior year −$66,735−$80,847

I-12 Total revenuePrior year $323,225$436,881

I-13 Grants and similar amounts paidPrior year $283,500$40,180

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $99,578$0

I-17 Other expensesPrior year $539,944$365,917

I-18 Total expensesPrior year $923,022$406,097

I-19 Revenue less expensesPrior year −$599,797$30,784

Part VI · Governance 6 of 7 board members independent, 1 to look at

VI-1a Voting members of the governing body7

VI-1b Independent voting members6

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $436,881 across 8 lines filed

VIII-1c Fundraising events$358,966

VIII-1f All other contributions, gifts and grants$142,238

VIII-1g Noncash contributions (included above)$33,701

VIII-1h Total contributions, gifts and grants$501,204

VIII-3 Investment incomeExcluded from tax $16,524$16,524

VIII-8 Net income from fundraising eventsExcluded from tax −$85,847−$85,847

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $5,000$5,000

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$64,323$436,881

Part IX · Statement of functional expenses $406,097 across 11 lines filed

IX-1 Grants to domestic organizationsPrograms $40,180$40,180

IX-11b Legal feesManagement $10,426$10,426

IX-11c Accounting feesManagement $39,750$39,750

IX-11d Lobbying feesFundraising $68,050$68,050

IX-11g Other fees for servicesManagement $3,460 · Fundraising $135,807$139,267

IX-12 Advertising and promotionFundraising $10,428$10,428

IX-13 Office expensesManagement $15,631 · Fundraising $11,431$27,062

IX-20 InterestManagement $13,028$13,028

IX-22 Depreciation, depletion and amortizationManagement $17,940$17,940

IX-23 InsuranceManagement $6,248$6,248

IX-24 Other expenses (24a–d)Fundraising $33,718$33,718

IX-25 Total functional expensesPrograms $40,180 · Management $106,483 · Fundraising $259,434$406,097

Part X · Balance sheet $3,795,279 assets, 15 lines filed

X-1 Cash, non-interest-bearingStart of year $393,974$252,182

X-2 Savings and temporary cash investmentsStart of year $371,691$191,821

X-3 Pledges and grants receivableStart of year $0$5,000

X-4 Accounts receivableStart of year $7,624$7,624

X-9 Prepaid expenses and deferred chargesStart of year $4,956$12,956

X-10c Land, buildings and equipment, netStart of year $155,550$290,707

X-15 Other assetsStart of year $3,010,122$3,034,989

X-16 Total assetsStart of year $3,943,917$3,795,279

X-17 Accounts payable and accrued expensesStart of year $84,369$82,047

X-25 Other liabilitiesStart of year $3,230,824$3,011,370

X-26 Total liabilitiesStart of year $3,315,193$3,135,771

X-27 Net assets without donor restrictionsStart of year $323,801$373,885

X-28 Net assets with donor restrictionsStart of year $304,923$285,623

X-32 Total net assets or fund balancesStart of year $628,724$659,508

X-33 Total liabilities and net assetsStart of year $3,943,917$3,795,279

Part XI · Reconciliation of net assets $659,508 net assets at year end

XI-1 Total revenue$436,881

XI-2 Total expenses$406,097

XI-3 Revenue less expenses$30,784

XI-4 Net assets at start of year$628,724

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$659,508

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Ugc Foundation INC

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Ugc Foundation INC

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV