Uct Charities: FY2021 Nonprofit Profile & Form 990 (EIN 31-1486573)

Revenue by fiscal year
FY2020	$141K
FY2021	$136K
FY2022	$112K
FY2023	$129K
FY2024	$129K

Expenses by fiscal year
FY2020	$109K
FY2021	$108K
FY2022	$104K
FY2023	$96K
FY2024	$88K

Net assets by fiscal year
FY2020	$4.1M
FY2021	$4.0M
FY2022	$3.6M
FY2023	$3.7M
FY2024	$3.8M

Is it real?

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

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

Where the money goes

71 cents of each dollar spent went to programs.

71%

29%

Program services 71% · $77K Management & general 29% · $31K

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

Something off? Claim to add context

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation

David Van Order

Trustee

$0Pt VII · Sec A

Richard Redman

Trustee

$0Pt VII · Sec A

Dave Syrota

Trustee

$0Pt VII · Sec A

Kate Chillinsky

Secretary

$0Pt VII · Sec A

Kevin C Hecker

Treasurer

$0Pt VII · Sec A

Sonja Miller

Vice-Preside

$0Pt VII · Sec A

Dianna Wolfe

President

$0Pt VII · Sec A

See Uct Charities executive salaries →

On this list? Claim this org

Something off? Claim to add context

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

Offers educational services and scholarships for individuals with intellectual disabilities.

Questions for Uct Charities

Tap to ask. Uct Charities sees how many people are interested.

Your first name shows with your question. Uct Charities answers here, for everyone.

Provided by the organization

Know this org? Add your story

2 programs · $77K · in their own filed words · FY2021

01

Scholarships were awarded to individuals pursuing a degree in teaching persons with intellectual disabilities.

$67Kprogram expense

02

Supporting of non-profit agencies that assist individuals with intellectual disabilities.

$10Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking

Grants paid · 25 grants · $295K · 2020–2024

Rose-Hulman Institute of TechnologyFY2024$6,000

Gordon CollegeMA · FY2024$6,000

Franciscan UniversityFY2024$6,000

Starbright Children's Development CentreFY2024$5,000

Oaks United INCOH · FY2024$5,000

Westminster CollegeFY2024$3,000

University of LouisvilleFY2024$3,000

University of KentuckyFY2024$3,000

University of IdahoFY2024$3,000

The Ohio State UniversityFY2024$3,000

Oregon State UniversityFY2024$3,000

Individual RecipientFY2024$2,750

Individual RecipientFY2024$1,250

Individual RecipientFY2024$1,000

See all 25 grants →

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$136K

Ln 12

Investment incomeLn 3$112K

Gifts and grantsLn 1h$24K

Money outPt IX

$108K

Ln 25

Programscol B$77K

Managementcol C$31K

Owns and owesPt X

$4.0M

net assets · Ln 32

Cash and savingsLn 1–2$123K

Total assetsLn 16$4.0M

LiabilitiesLn 26$2K

PeoplePt VI, VII

7

listed · VII A

PaidVII A0

Voting boardVI 1a7

IndependentVI 1b7

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$24K

Investment incomeLn 3$112K

Total revenueLn 12$136K

Assets in detailPt X, end of year

CashLn 1$33K

SavingsLn 2$90K

Cash and savings togetherLn 1–2$123K

InvestmentsLn 11–13$3.9M

Other assetsLn 15$29K

Total assetsLn 16$4.0M

LiabilitiesLn 26$2K

Net assetsLn 32$4.0M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14Yes

3Year over year

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

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$106K	$123K
InvestmentsLn 11–13	$4.0M	$3.9M
Total assetsLn 16	$4.2M	$4.0M
LiabilitiesLn 26	$5K	$2K
Net assetsLn 32	$4.1M	$4.0M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$5K	$5K
Grants to domestic individualsLn 2	$67K	$67K
Grants and assistance to foreign recipientsLn 3	$5K	$5K
Accounting feesLn 11c	$7K		$7K
Investment management feesLn 11f	$18K		$18K
Office expensesLn 13	$21		$21
Payments to affiliatesLn 21	$6K		$6K
Other expenses (24a–d)Ln 24	$181		$181
Total functional expensesLn 25	$108K	$77K	$31K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$129K	$88K	$41K	$3.8M	990 PDF
FY2023	$129K	$96K	$32K	$3.7M	990 PDF
FY2022	$112K	$104K	$8K	$3.6M	990 PDF
FY2021 Viewing	$136K	$108K	$28K	$4.0M	990 PDF
FY2020	$141K	$109K	$32K	$4.1M	990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2021 990 (6 parts)

Part I · Summary $136,403 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $15,738$24,289

I-9 Program service revenue$0

I-10 Investment incomePrior year $124,824$112,114

I-11 Other revenue$0

I-12 Total revenuePrior year $140,562$136,403

I-13 Grants and similar amounts paidPrior year $77,194$77,297

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $31,577$30,875

I-18 Total expensesPrior year $108,771$108,172

I-19 Revenue less expensesPrior year $31,791$28,231

Part VI · Governance 7 of 7 board members independent, 2 to look at

VI-1a Voting members of the governing body7

VI-1b Independent voting members7

VI-13 Written whistleblower policyNo

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-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $136,403 across 4 lines filed

VIII-1f All other contributions, gifts and grants$24,289

VIII-1h Total contributions, gifts and grants$24,289

VIII-3 Investment incomeExcluded from tax $112,114$112,114

VIII-12 Total revenueExcluded from tax $112,114$136,403

Part IX · Statement of functional expenses $108,172 across 8 lines filed

IX-1 Grants to domestic organizationsPrograms $5,000$5,000

IX-2 Grants to domestic individualsPrograms $67,297$67,297

IX-3 Grants and assistance to foreign recipientsPrograms $5,000$5,000

IX-11c Accounting feesManagement $7,160$7,160

IX-11f Investment management feesManagement $17,513$17,513

IX-13 Office expensesManagement $21$21

IX-21 Payments to affiliatesManagement $6,000$6,000

IX-24 Other expenses (24a–d)Management $181$181

IX-25 Total functional expensesPrograms $77,297 · Management $30,875 · Fundraising $0$108,172

Part X · Balance sheet $4,013,704 assets, 11 lines filed

X-1 Cash, non-interest-bearingStart of year $58,040$33,304

X-2 Savings and temporary cash investmentsStart of year $47,530$89,553

X-11 Publicly traded securitiesStart of year $4,008,954$3,862,136

X-15 Other assetsStart of year $33,197$28,711

X-16 Total assetsStart of year $4,152,367$4,013,704

X-17 Accounts payable and accrued expensesStart of year $4,998$1,998

X-26 Total liabilitiesStart of year $4,998$1,998

X-27 Net assets without donor restrictionsStart of year $2,651,438$2,548,775

X-28 Net assets with donor restrictionsStart of year $1,495,931$1,462,931

X-32 Total net assets or fund balancesStart of year $4,147,369$4,011,706

X-33 Total liabilities and net assetsStart of year $4,152,367$4,013,704

Part XI · Reconciliation of net assets $4,011,706 net assets at year end

XI-1 Total revenue$136,403

XI-2 Total expenses$108,172

XI-3 Revenue less expenses$28,231

XI-4 Net assets at start of year$4,147,369

XI-5 Net unrealized gains (losses) on investments−$163,894

XI-10 Net assets at end of year$4,011,706

Form 990 e-file (XML) FY2021 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.

Your org? Add context

Made it to the end? Claim this org

Uct Charities FY2021 filing

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 Uct Charities

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV