Civic Intelligence

The Upper Midwest Security Alliance

990 • Fiscal year 2016 • EIN 20-8164766

Sep 01, 2015 to Aug 31, 2016 • Filed on Feb 14, 2017

2828 University Avenue SE No 150Minneapolis, MN 55414

(612) 659-7229

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.12x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.14x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

22%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

94th percentile

42%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

7.0%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,056,516

Up $314,852 (+42%) from 2015

Net Assets

Up

$928,750

Up $199,282 (+27%) from 2015

Liabilities

Up

$127,766

Up $115,570 (+948%) from 2015

Revenue

Up

$904,714

Up $59,019 (+7.0%) from 2015

Expenses

Up

$705,432

Up $94,683 (+16%) from 2015

Net Income

Down

$199,282

Down $35,664 (-15%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $170,294Liabilities 2011: $683Net Assets 2011: $169,6112011Assets 2012: $283,616Liabilities 2012: $42,943Net Assets 2012: $240,6732012Assets 2013: $405,595Liabilities 2013: $0Net Assets 2013: $405,5952013Assets 2014: $514,028Liabilities 2014: $211Net Assets 2014: $513,8172014Assets 2015: $741,664Liabilities 2015: $12,196Net Assets 2015: $729,4682015Assets 2016: $1,056,516Liabilities 2016: $127,766Net Assets 2016: $928,7502016Assets 2017: $1,066,515Liabilities 2017: $44,493Net Assets 2017: $1,022,0222017Assets 2018: $248,551Liabilities 2018: $2,000Net Assets 2018: $246,5512018Assets 2019: $111,330Liabilities 2019: $86,082Net Assets 2019: $25,2482019Assets 2020: $250,761Liabilities 2020: $107,474Net Assets 2020: $143,2872020Assets 2021: $99,995Liabilities 2021: $8,065Net Assets 2021: $91,9302021Assets 2022: $324,073Liabilities 2022: $30,360Net Assets 2022: $293,7132022

Highlighted filing

2016

Assets$1,056,516
Liabilities$127,766
Net Assets$928,750

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $439,054Expenses 2011: $403,790Net Income 2011: $35,2642011Revenue 2012: $482,902Expenses 2012: $411,840Net Income 2012: $71,0622012Revenue 2013: $537,787Expenses 2013: $372,865Net Income 2013: $164,9222013Revenue 2014: $621,650Expenses 2014: $513,428Net Income 2014: $108,2222014Revenue 2015: $845,695Expenses 2015: $610,749Net Income 2015: $234,9462015Revenue 2016: $904,714Expenses 2016: $705,432Net Income 2016: $199,2822016Revenue 2017: $1,296,636Expenses 2017: $1,203,364Net Income 2017: $93,2722017Revenue 2018: $1,166,932Expenses 2018: $1,942,403Net Income 2018: -$775,4712018Revenue 2019: $952,237Expenses 2019: $1,173,540Net Income 2019: -$221,3032019Revenue 2020: $601,326Expenses 2020: $483,287Net Income 2020: $118,0392020Revenue 2021: $270,308Expenses 2021: $321,665Net Income 2021: -$51,3572021Revenue 2022: $872,194Expenses 2022: $670,411Net Income 2022: $201,7832022

Highlighted filing

2016

Revenue$904,714
Expenses$705,432
Net Income$199,282
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Feb 14, 2017
Return Version
2015v3.0
Gross Receipts
$904,714
Mission and Program Overview

Mission

The upper midwest security alliance seeks to enhance the knowledge, skills, and professional network of the security community in the upper midwest united states by offering high quality, accessible, educational events, led through the secure360 conference and related events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$709,468$908,750▲ $199,282
Cash and Non-Interest-Bearing Accounts$440,642$662,594▲ $221,952
Savings and Temporary Cash Investments$301,022$301,324▲ $302
Prepaid Expenses and Deferred Charges$0$92,598▲ $92,598
Pd in Cap Srpls Land Bldg Eqp Fund$20,000$20,000→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$741,664$1,056,516▲ $314,852
Liabilities
Other Liabilities$0$106,523▲ $106,523
Accounts Payable and Accrued Expenses$12,196$21,243▲ $9,047
Total Liabilities$12,196$127,766▲ $115,570
Net Assets / Fund Balance
Total Net Assets Fund Balance$729,468$928,750▲ $199,282
Total Liabilities and Net Assets / Fund Balance$741,664$1,056,516▲ $314,852
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelly ArcherChair of the Executive Advisory Committee
Maries StrawserExpansion Chair
Alex CrittendenProgram Co-chair
Charles LambertonProgram Co-chair
Mat WilcekPast President
Rich RhodesPresident
Amber KashmarkVice President
Alex BauertDirector
Betty BurkeDirector
Bob WeissDirector
Jeremy Mountain JohnsonDirector
Joe HolmesDirector
Lenny SharpeDirector
Mark PetersonDirector
Mike HaffelyDirector
Nancy SkutaDirector
Valerie MooneyDirector
Wilson GarlandDirector
Mike KellySecretary
Mike WilmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$400,200
Program Service Revenue
$504,213
Investment Income
$301
Other Revenue
$0
Change in Net Assets
$199,282

Audited Revenue Reconciliation

Revenue per Audited Statements
$904,714
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$904,714
Total Revenue per Form 990
$904,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$705,432
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$467,541--$467,541
Advertising$160,594--$160,594
Fees for Services Legal-$32,520-$32,520
Insurance$3,486$3,376-$6,862
Office Expenses-$3,910-$3,910
Other Expenses$33,485$25-$25
Total Functional Expenses$665,106$40,326$0$705,432

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$705,432
Total Expenses per Audited Statements$705,432
Total Expenses per Form 990$705,432
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Customer Deposits$106,523
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members.

Form 990, Part VI, Section A, Line 7A

The member organizations elect members to the board of directors (the governing body).

Form 990, Part VI, Section A, Line 7B

The members do not approve signifcant decisions of the board.

Form 990, Part VI, Section B, Line 11

The tax returns of this organization are kept by the treasurer and are readily available to all board members.

Form 990, Part VI, Section B, Line 12C

The board should be notified immediately of any conflicts.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Upper Midwest Security Alliance
EIN
20-8164766
Phone
6126597229
Address
2828 UNIVERSITY AVENUE SE NO 150, MINNEAPOLIS, MN 55414

Signing Officer

Name
Michael Wilm
Title
Treasurer
Phone
6126597229
Signed
2017-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Wilm
Formed
2007
Legal Domicile
Mn
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
50

Preparer

Firm
Lurie Llp
Address
2501 WAYZATA BOULEVARD, MINNEAPOLIS, MN 55405
Preparer
Stacie G Usem
Phone
6123774404
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PROGRAM CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIR OF THE EXECUTIVE ADVISORY COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0400200
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE UPPER MIDWEST SECURITY ALLIANCE SEEKS TO ENHANCE THE KNOWLEDGE, SKILLS, AND PROFESSIONAL NETWORK OF THE SECURITY COMMUNITY IN THE UPPER MIDWEST UNITED STATES BY OFFERING HIGH QUALITY, ACCESSIBLE, EDUCATIONAL EVENTS, LED THROUGH THE SECURE360 CONFERENCE AND RELATED EVENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0928750
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03910
IRS990/OfficeExpensesGrp/TotalAmt03910
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EVENT MATERIALS
IRS990/OtherExpensesGrp/Desc1DUES MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2MN REGISTRATION FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0495
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/ProgramServicesAmt033485
IRS990/OtherExpensesGrp/TotalAmt033485
IRS990/OtherExpensesGrp/TotalAmt1495
IRS990/OtherExpensesGrp/TotalAmt225
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0106523
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt020000
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt020000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092598
IRS990/PrincipalOfficerNm0MICHAEL WILM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561499
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS AND EVENTS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0504213
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IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0845695
IRS990/ReconcilationRevenueExpnssAmt0199282
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CUSTOMER DEPOSITS
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0904714
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBER ORGANIZATIONS ELECT MEMBERS TO THE BOARD OF DIRECTORS (THE GOVERNING BODY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS DO NOT APPROVE SIGNIFCANT DECISIONS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX RETURNS OF THIS ORGANIZATION ARE KEPT BY THE TREASURER AND ARE READILY AVAILABLE TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD SHOULD BE NOTIFIED IMMEDIATELY OF ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0665106
IRS990/TotalFunctionalExpensesGrp/TotalAmt0705432
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0127766
IRS990/TotalLiabilitiesGrp/BOYAmt012196
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0729468
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0928750
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0665106
IRS990/TotalProgramServiceRevenueAmt0504213
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0301
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0504213
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0904714
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0741664
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01056516
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02828 UNIVERSITY AVENUE SE NO 150
IRS990/USAddress/CityNm0MINNEAPOLIS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055414
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0HTTP://SECURE360.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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