Civic Intelligence

Upic Solutions Inc.

990 • Fiscal year 2019 • EIN 61-1386122

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 17, 2020

Organization ProfileWWW.UPICSOLUTIONS.ORG

View Organization Page

334 Beechwood Rd Suite 403Fort Mitchell, KY 41017

(859) 993-8200

Siviq Scores

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

Liabilities / Assets

71st percentile

0.28x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

48th percentile

0.08x

Higher debt load relative to revenue than 48% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

39th percentile

0.0%

Higher net margin than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

90th percentile

$204,623

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

52nd percentile

3.5%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$1,124,606

Up $38,251 (+3.5%) from 2018

Net Assets

Up

$809,326

Up $1,660 (+0.2%) from 2018

Liabilities

Up

$315,280

Up $36,591 (+13%) from 2018

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin39th percentile

Revenue

Up

$3,984,180

Up $451,165 (+13%) from 2018

Expenses

Up

$3,982,520

Up $368,656 (+10%) from 2018

Net Income

Up

$1,660

Up $82,509 (+102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,222,208Liabilities 2011: $577,647Net Assets 2011: $644,5612011Assets 2012: $1,163,454Liabilities 2012: $623,635Net Assets 2012: $539,8192012Assets 2013: $858,548Liabilities 2013: $415,798Net Assets 2013: $442,7502013Assets 2014: $1,221,761Liabilities 2014: $595,967Net Assets 2014: $625,7942014Assets 2015: $1,251,338Liabilities 2015: $401,013Net Assets 2015: $850,3252015Assets 2016: $1,157,170Liabilities 2016: $248,009Net Assets 2016: $909,1612016Assets 2017: $1,118,508Liabilities 2017: $229,993Net Assets 2017: $888,5152017Assets 2018: $1,086,355Liabilities 2018: $278,689Net Assets 2018: $807,6662018Assets 2019: $1,124,606Liabilities 2019: $315,280Net Assets 2019: $809,3262019Assets 2020: $1,788,430Liabilities 2020: $758,254Net Assets 2020: $1,030,1762020Assets 2021: $2,371,554Liabilities 2021: $484,565Net Assets 2021: $1,886,9892021Assets 2022: $2,795,784Liabilities 2022: $641,170Net Assets 2022: $2,154,6142022Assets 2023: $3,077,842Liabilities 2023: $681,550Net Assets 2023: $2,396,2922023

Highlighted filing

2019

Assets$1,124,606
Liabilities$315,280
Net Assets$809,326
Open 2019 Filing

Operations Trend

Revenue Growth66th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,482,961Expenses 2011: $3,250,356Net Income 2011: $232,6052011Expenses 2012: $3,511,9482012Expenses 2013: $3,827,4542013Revenue 2014: $3,892,271Expenses 2014: $3,709,227Net Income 2014: $183,0442014Revenue 2015: $3,585,243Expenses 2015: $3,360,712Net Income 2015: $224,5312015Revenue 2016: $3,074,972Expenses 2016: $3,016,136Net Income 2016: $58,8362016Revenue 2017: $3,225,691Expenses 2017: $3,246,337Net Income 2017: -$20,6462017Revenue 2018: $3,533,015Expenses 2018: $3,613,864Net Income 2018: -$80,8492018Revenue 2019: $3,984,180Expenses 2019: $3,982,520Net Income 2019: $1,6602019Revenue 2020: $5,088,818Expenses 2020: $4,867,968Net Income 2020: $220,8502020Revenue 2021: $6,046,013Expenses 2021: $5,189,200Net Income 2021: $856,8132021Revenue 2022: $6,486,059Expenses 2022: $6,220,046Net Income 2022: $266,0132022Revenue 2023: $7,479,816Expenses 2023: $7,337,416Net Income 2023: $142,4002023

Highlighted filing

2019

Revenue$3,984,180
Expenses$3,982,520
Net Income$1,660
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 17, 2020
Return Version
2018v3.1
Gross Receipts
$3,984,727
Mission and Program Overview

Mission

Upic solutions, inc. Acts as an information and technology support organization for local united ways and affiliated non-profits. Upic solutions provides a technology infrastructure including application support and hosting, help desk, hardware repair and procurement services for our members. Additionally, upic solutions provides pledge card printing, personalization and pledge capture services. Upic solutions acts as a supporting organization to its members.

The mission of upic solutions, inc. Is to help united ways be the best community solution leaders, in an increasingly competitive environment, by providing state of the art business and technology solutions. Upic solutions inc. Acts as an information and technology support organization for local united ways and affiliated non-profits. The organization provides technology infrastructure, including application support and hosting, help desk, hardware repair, and procurement services for members. Additionally, upic solutions, inc. Provides pledge card printing, personalization, and pledge capture services. Upic solutions, inc. Acts as a supporting organization to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$682,451$587,077▼ $95,374
Accounts Receivable$195,231$389,640▲ $194,409
Prepaid Expenses and Deferred Charges$147,962$74,479▼ $73,483
Land, Buildings, and Equipment, Net$60,711$73,410▲ $12,699
Total Assets$1,086,355$1,124,606▲ $38,251
Liabilities
Accounts Payable and Accrued Expenses$278,109$313,539▲ $35,430
Deferred Revenue$580$1,741▲ $1,161
Total Liabilities$278,689$315,280▲ $36,591
Net Assets / Fund Balance
Unrestricted Net Assets$807,666$809,326▲ $1,660
Total Net Assets Fund Balance$807,666$809,326▲ $1,660
Total Liabilities and Net Assets / Fund Balance$1,086,355$1,124,606▲ $38,251

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$703,591$703,591
Equipment$61,755$97,780$159,535
Leasehold Improvements$11,655$1,810$13,465
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josh HowardCheif Executive OfficerFT$154,036$32,740$186,776
David BurleyCheif Technology OfficerFT$143,755$21,965$165,720
James MeadVP of Strategic ServiceFT$117,899$24,388$142,287
Paul WagnerManager, Data QualityFT$112,560$28,659$141,219
Eric SellerDirector of Product DevelopmentFT$105,155$27,883$133,038
Brian MillerDirector, Special ProjectsFT$100,143$23,777$123,920
Andrew WotenDirector of Customer SuccessFT$101,446$20,867$122,313
Craig IrvinManager, Member ServicesFT$100,548$18,142$118,690
Betsy LowderBoard Chair--$109,309$109,309

Board Members and Trustees

NameTitle
Doug BruecknerTech Serv & Solution Chair
Autumn MillerBoard Member
Bob BerdelleBoard Member
Dennis RenschlerBoard Member
Matthew MorrisBoard Member
Michael HardenBoard Member
Nancy BohmanBoard Member
Cheryl NelsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Amazon Web ServicesHosting Environment440 TERRY AVENUE NORTH, Seattle, WA 98109$301,902
Revenue and Support

Revenue Composition

Contributions and Grants
$759
Program Service Revenue
$3,971,788
Investment Income
$1,850
Other Revenue
$9,783
All Other Contributions
$759
Change in Net Assets
$1,660

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,984,180
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$173,375
Total Revenue per Audited Statements
$4,157,555
Total Revenue per Form 990
$3,984,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,555,093
Other Expenses$1,427,427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,433,464$236,105-$1,669,569
Current Officers, Directors, Trustees, and Key Employees$422,272$72,511-$494,783
Travel$81,469$79,181-$160,650
Payroll Taxes$136,104$23,746-$159,850
Fees for Services Other$71,598$73,365-$144,963
Other Employee Benefits$113,756$29,509-$143,265
Office Expenses$117,292$14,973-$132,265
Pension Plan Contributions$76,579$11,047-$87,626
Conferences and Meetings$21,672$54,380-$76,052
Fees for Services Accounting$7,350$61,262-$68,612
Depreciation Depletion$27,557--$27,557
Other Expenses$7,759$8,679-$16,438
Fees for Services Legal-$1,395-$1,395
Total Functional Expenses$3,279,147$703,373$0$3,982,520

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,155,895
Expenses per Audited Statements$3,982,520
Total Expenses per Form 990$3,982,520
Expenses Not Reported on Form 990$173,375
Expenses Not Reported on Financial Statements$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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Upic solutions, inc. (upic) has two classes of members consisting of the founding members and the patron members. The founding members are those local united way organizations who have agreed to participate in the organizing activities of upic, and who enter into a founders membership agreement with upic. Patron members are those local united ways (or similarly situated nonprofit organizations) who elect to purchase services from upic. Only founding members serve as the sole voting members of upic.”

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

“Founding members serve as the sole voting members of upic, and exercise the following reserved powers: approval of annual operating and capital budgets, election, removal, and expansion of directors, appointment and removal of the ceo, approval of merger, consolidation, or dissolution of the corporation, issuance of debt, sale or conveyance of assets other than in the normal course of operations, approval of the addition and removal of founding members, and amendment of the articles or bylaws of the corporation. Patron members do not have any vote on any matter.”

Form 990, Part VI, Section A, Line 8B

“The board contemporaneously documents the meetings held or written actions undertaken, but the committees do not. The committees do not have the authority to act on behalf of the organization.”

Form 990, Part VI, Section B, Line 11B

“Electronic draft copy of the return was reviewed by the cfo of upic solutions, inc, and other related board members prior to filing the return with the irs. The electronic copy was provided to all board members prior to filing.”

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

“Members are asked to update compliance reporting annually and update any changes as they occur. Any conflicts are brought to the board to be discussed, reviewed, and voted on by members.”

Form 990, Part VI, Section B, Line 15

“The ceo's base compensation is determined by board officers review and annually determined by vote of entire board. A sub-committee makes a recommendation of the salary for the ceo, and they base their recommendation upon job performance and market-based salaries for similar positions. A market-based salary review is done every 2-3 years. The board then votes on this recommendation. Compensation for key employees is determined by the ceo, and included in an annual budget approval process.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and/or financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Upic Solutions Inc
EIN
61-1386122
Phone
8599938200
Address
334 BEECHWOOD RD SUITE 403, FORT MITCHELL, KY 41017

Signing Officer

Name
Jr Howard
Title
CEO
Phone
8599938200
Signed
2020-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jr Howard
Formed
2001
Legal Domicile
Ky
Voting Board Members
9
Independent Board Members
9
Employees
28
Volunteers
0

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1 EAST 4TH STREET, CINCINNATI, OH 45202
Preparer
Natosha Dilley
Phone
5132413111
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“IN-KIND 173,375.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“IN-KIND 173,375.”

Raw XML AppendixShowing 400 of 720 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0278109
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0313539
IRS990/AccountsReceivableGrp/BOYAmt0195231
IRS990/AccountsReceivableGrp/EOYAmt0389640
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF UPIC SOLUTIONS, INC. IS TO HELP UNITED WAYS BE THE BEST COMMUNITY SOLUTION LEADERS, IN AN INCREASINGLY COMPETITIVE ENVIRONMENT, BY PROVIDING STATE OF THE ART BUSINESS AND TECHNOLOGY SOLUTIONS. UPIC SOLUTIONS INC. ACTS AS AN INFORMATION AND TECHNOLOGY SUPPORT ORGANIZATION FOR LOCAL UNITED WAYS AND AFFILIATED NON-PROFITS. THE ORGANIZATION PROVIDES TECHNOLOGY INFRASTRUCTURE, INCLUDING APPLICATION SUPPORT AND HOSTING, HELP DESK, HARDWARE REPAIR, AND PROCUREMENT SERVICES FOR MEMBERS. ADDITIONALLY, UPIC SOLUTIONS, INC. PROVIDES PLEDGE CARD PRINTING, PERSONALIZATION, AND PLEDGE CAPTURE SERVICES. UPIC SOLUTIONS, INC. ACTS AS A SUPPORTING ORGANIZATION TO ITS MEMBERS.
IRS990/AllOtherContributionsAmt0759
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UWGC FINANCE AND OPERATIONS
IRS990/BooksInCareOfDetail/PhoneNum05137627100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02035 READING RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045202
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0682451
IRS990/CashNonInterestBearingGrp/EOYAmt0587077
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt072511
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0422272
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0494783
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt054380
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt021672
IRS990/ConferencesMeetingsGrp/TotalAmt076052
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0301902
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0440 TERRY AVENUE NORTH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SEATTLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098109
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0AMAZON WEB SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc0HOSTING ENVIRONMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0759
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01850
IRS990/CYOtherExpensesAmt01427427
IRS990/CYOtherRevenueAmt09783
IRS990/CYProgramServiceRevenueAmt03971788
IRS990/CYRevenuesLessExpensesAmt01660
IRS990/CYSalariesCompEmpBnftPaidAmt02555093
IRS990/CYTotalExpensesAmt03982520
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03984180
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0580
IRS990/DeferredRevenueGrp/EOYAmt01741
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt027557
IRS990/DepreciationDepletionGrp/TotalAmt027557
IRS990/Desc0HOSTING SERVICES INCLUDING DATABASE HOSTING, EMAIL HOSTING, DATA CENTER ADMINISTRATION, AND DATA BACKUP/RECOVERY
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt028
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01697384
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt061262
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07350
IRS990/FeesForServicesAccountingGrp/TotalAmt068612
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01395
IRS990/FeesForServicesLegalGrp/TotalAmt01395
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt073365
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt071598
IRS990/FeesForServicesOtherGrp/TotalAmt0144963
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt148.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt316362
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt918965
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1024388
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1128500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1220867
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1323777
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1418142
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1527883
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1628659
IRS990/Form990PartVIISectionAGrp/PersonNm0AUTUMN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm1BETSY LOWDER
IRS990/Form990PartVIISectionAGrp/PersonNm2BOB BERDELLE
IRS990/Form990PartVIISectionAGrp/PersonNm3CHERYL NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DENNIS RENSCHLER
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUG BRUECKNER
IRS990/Form990PartVIISectionAGrp/PersonNm6MATTHEW MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL HARDEN
IRS990/Form990PartVIISectionAGrp/PersonNm8NANCY BOHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID BURLEY
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES MEAD
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSH HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm12ANDREW WOTEN
IRS990/Form990PartVIISectionAGrp/PersonNm13BRIAN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm14CRAIG IRVIN
IRS990/Form990PartVIISectionAGrp/PersonNm15ERIC SELLER
IRS990/Form990PartVIISectionAGrp/PersonNm16PAUL WAGNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9146755
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10117899
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11158276
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12101446
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13100143
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14100548
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15105155
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16112560
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1109309
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3188261
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TECH SERV & SOLUTION CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHEIF TECHNOLOGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF STRATEGIC SERVICE
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHEIF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF CUSTOMER SUCCESS
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR, SPECIAL PROJECTS
IRS990/Form990PartVIISectionAGrp/TitleTxt14MANAGER, MEMBER SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF PRODUCT DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16MANAGER, DATA QUALITY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-547
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03984727
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02397
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02397
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0803181
IRS990/LandBldgEquipBasisNetGrp/BOYAmt060711
IRS990/LandBldgEquipBasisNetGrp/EOYAmt073410
IRS990/LandBldgEquipCostOrOtherBssAmt0876591
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0547
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF UPIC SOLUTIONS, INC. IS TO HELP UNITED WAYS BE THE BEST COMMUNITY SOLUTION LEADERS, IN AN INCREASINGLY COMPETITIVE ENVIRONMENT, BY PROVIDING STATE OF THE ART BUSINESS AND TECHNOLOGY SOLUTIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0807666
IRS990/NetAssetsOrFundBalancesEOYAmt0809326
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-547
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-547
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014973
IRS990/OfficeExpensesGrp/ProgramServicesAmt0117292
IRS990/OfficeExpensesGrp/TotalAmt0132265
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029509
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0113756
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0143265
IRS990/OtherExpensesGrp/Desc0EQUIPMENT
IRS990/OtherExpensesGrp/Desc1PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023968
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113252
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28679
IRS990/OtherExpensesGrp/ProgramServicesAmt0671532
IRS990/OtherExpensesGrp/ProgramServicesAmt190743
IRS990/OtherExpensesGrp/ProgramServicesAmt27759
IRS990/OtherExpensesGrp/TotalAmt0695500
IRS990/OtherExpensesGrp/TotalAmt1103995
IRS990/OtherExpensesGrp/TotalAmt216438
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT AND GENERAL
IRS990/OtherRevenueMiscGrp/ExclusionAmt09783
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09783
IRS990/OtherRevenueTotalAmt09783
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0236105
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01433464
IRS990/OtherSalariesAndWagesGrp/TotalAmt01669569
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023746
IRS990/PayrollTaxesGrp/ProgramServicesAmt0136104
IRS990/PayrollTaxesGrp/TotalAmt0159850
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011047
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt076579
IRS990/PensionPlanContributionsGrp/TotalAmt087626
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0147962
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt074479
IRS990/PrincipalOfficerNm0JR HOWARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541519
IRS990/ProgramServiceRevenueGrp/BusinessCd1541519
IRS990/ProgramServiceRevenueGrp/BusinessCd2541519
IRS990/ProgramServiceRevenueGrp/Desc0HOSTING SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1INFORMATION SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2OUTSOURCING SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02173069
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11765335
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt233384
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02173069
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11765335
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt233384
IRS990/ProgSrvcAccomActy2Grp/Desc0INFORMATION SERVICES INCLUDING DATABASE SUPPORT/ADMINISTRATION, REPORT WRITING, USER TRAINING, AND PLEDGE CAPTURE SERVICES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01532655
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01765335
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTSOURCING SERVICES INCLUDING HELP DESK, COMPUTER REMOTE TROUBLESHOOTING, TELECOMMUNICATIONS CIRCUITS, SERVER SUPPORT, AND SOFTWARE MAINTENANCE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt049108
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt033384
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01171534
IRS990/PYOtherRevenueAmt012629
IRS990/PYProgramServiceRevenueAmt03520386
IRS990/PYRevenuesLessExpensesAmt0-80849
IRS990/PYSalariesCompEmpBnftPaidAmt02442330
IRS990/PYTotalExpensesAmt03613864
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03533015
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01660
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02173069
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S GOVERNING DOCUMENTS SPECIFY THAT SUPPORTED ORGANIZATIONS WILL BE MEMBER UNITED WAY ORGANIZATIONS BUT DO NOT SPECIFICALLY NAME EACH MEMBER UNITED WAY AGENCY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1UPIC SOLUTIONS, INC. (UPIC) HAS TWO CLASSES OF MEMBERS CONSISTING OF THE FOUNDING MEMBERS AND THE PATRON MEMBERS. THE FOUNDING MEMBERS ARE THOSE LOCAL UNITED WAY ORGANIZATIONS WHO HAVE AGREED TO PARTICIPATE IN THE ORGANIZING ACTIVITIES OF UPIC, AND WHO ENTER INTO A FOUNDERS MEMBERSHIP AGREEMENT WITH UPIC. PATRON MEMBERS ARE THOSE LOCAL UNITED WAYS (OR SIMILARLY SITUATED NONPROFIT ORGANIZATIONS) WHO ELECT TO PURCHASE SERVICES FROM UPIC. ONLY FOUNDING MEMBERS SERVE AS THE SOLE VOTING MEMBERS OF UPIC, AND EXERCISE THE FOLLOWING RESERVED POWERS: APPROVAL OF ANNUAL OPERATING AND CAPITAL BUDGETS, ELECTION, REMOVAL, AND EXPANSION OF DIRECTORS, APPOINTMENT AND REMOVAL OF THE CEO, APPROVAL OF MERGER, CONSOLIDATION, OR DISSOLUTION OF THE CORPORATION, ISSUANCE OF DEBT, SALE OR CONVEYANCE OF ASSETS OTHER THAN IN THE NORMAL COURSE OF OPERATIONS, APPROVAL OF THE ADDITION, REMOVAL OF FOUNDING MEMBERS, AND AMENDMENT OF THE ARTICLES, OR BYLAWS OF THE CORPORATION. PATRON MEMBERS DO NOT HAVE ANY VOTE ON ANY MATTER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION B, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt07
IRS990ScheduleA/SupportedOrganizationsTotalCnt07
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310537502
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1314393712
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2560547486
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3351007590
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4610044680
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5430714167
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6344427947
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd50
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd60
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd57
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd67
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,124,606
Liabilities
$315,280
Net assets
$809,326
Revenue
$3,984,180
Expenses
$3,982,520
Net income
$1,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.08$0.68$2.40$7.48$7.34$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.64$2.15$6.49$6.22$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.48$1.89$6.05$5.19$0.86
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.76$1.03$5.09$4.87$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.32$0.81$3.98$3.98$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.28$0.81$3.53$3.61$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.23$0.89$3.23$3.25$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.25$0.91$3.07$3.02$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.40$0.85$3.59$3.36$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.60$0.63$3.89$3.71$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.42$0.44$3.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.62$0.54$3.51
2011Summary only. Only limited summary data is available for this year.$1.22$0.58$0.64$3.48$3.25$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits