Civic Intelligence

Upic Solutions Inc.

990 • Fiscal year 2020 • EIN 61-1386122

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 17, 2021

Organization ProfileWWW.UPICSOLUTIONS.ORG

View Organization Page

334 Beechwood Rd Suite 500Fort 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

0.42x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.15x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

50th percentile

4.3%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

76th percentile

$197,706

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

90th percentile

59%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

28%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$1,788,430

Up $663,824 (+59%) from 2019

Net Assets

Up

$1,030,176

Up $220,850 (+27%) from 2019

Liabilities

Up

$758,254

Up $442,974 (+141%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin50th percentile

Revenue

Up

$5,088,818

Up $1,104,638 (+28%) from 2019

Expenses

Up

$4,867,968

Up $885,448 (+22%) from 2019

Net Income

Up

$220,850

Up $219,190 (+13204%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2020

Assets$1,788,430
Liabilities$758,254
Net Assets$1,030,176
Open 2020 Filing

Operations Trend

Revenue Growth81st 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

2020

Revenue$5,088,818
Expenses$4,867,968
Net Income$220,850
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 17, 2021
Return Version
2019v5.2
Gross Receipts
$5,088,818
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$587,077$1,516,175▲ $929,098
Accounts Receivable$389,640$124,371▼ $265,269
Prepaid Expenses and Deferred Charges$74,479$62,010▼ $12,469
Land, Buildings, and Equipment, Net$73,410$56,421▼ $16,989
Total Assets$1,124,606$1,788,430▲ $663,824
Other Assets Total$0$29,453▲ $29,453
Liabilities
Accounts Payable and Accrued Expenses$313,539$368,392▲ $54,853
Other Liabilities$0$337,349▲ $337,349
Deferred Revenue$1,741$52,513▲ $50,772
Total Liabilities$315,280$758,254▲ $442,974
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$809,326$1,030,176▲ $220,850
Total Net Assets Fund Balance$809,326$1,030,176▲ $220,850
Total Liabilities and Net Assets / Fund Balance$1,124,606$1,788,430▲ $663,824

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$703,591$703,591
Equipment$47,460$112,075$159,535
Leasehold Improvements$8,961$4,504$13,465
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josh HowardChief Executive OfficerFT$160,585$37,121$197,706
David BurleyChief Technology OfficerFT$149,993$24,368$174,361
James MeadVP of Strategic ServiceFT$119,238$31,481$150,719
Paul WagnerManager, Data QualityFT$107,542$27,141$134,683
Eric SellerDirector of Product DeveloFT$107,271$23,690$130,961
Craig IrvinManager, Member ServicesFT$110,074$18,978$129,052
Brian MillerDirector, Special ProjectsFT$106,669$21,808$128,477
Andrew WotenDirector of ApplicationsFT$106,992$21,415$128,407
Betsy LowderBoard Chair--$114,871$114,871
Matthew MorrisTreasurer--$111,462$111,462
Dennis RenschlerBoard Member--$89,688$89,688
Nancy BohmanBoard Member--$4,089$4,089

Board Members and Trustees

NameTitle
Doug BruecknerTech Serv & Solution Chair
Autumn MillerBoard Member
Bob BerdelleBoard Member
Cheryl NelsonBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Amazon Web ServicesHosting Environment440 TERRY AVENUE NORTH, Seattle, WA 98109$224,927
Revenue and Support

Revenue Composition

Contributions and Grants
$258,868
Program Service Revenue
$4,797,180
Investment Income
$2,386
Other Revenue
$30,384
All Other Contributions
$817
Change in Net Assets
$220,850

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,088,818
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$343,100
Total Revenue per Audited Statements
$5,431,918
Total Revenue per Form 990
$5,088,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,376,941
Other Expenses$1,491,027
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,840,774$487,360-$2,328,134
Current Officers, Directors, Trustees, and Key Employees$414,340$108,446-$522,786
Payroll Taxes$161,301$48,122-$209,423
Other Employee Benefits$161,046$37,364-$198,410
Travel$114,065$62,150-$176,215
Office Expenses$114,158$12,341-$126,499
Pension Plan Contributions$93,636$24,552-$118,188
Fees for Services Accounting$14,580$65,963-$80,543
Fees for Services Other$28,525$50,279-$78,804
Conferences and Meetings$25,740$46,879-$72,619
Information Technology$38,099$554-$38,653
Fees for Services Legal-$34,905-$34,905
Depreciation Depletion$19,093--$19,093
Other Expenses$233$12,387-$12,620
Total Functional Expenses$3,858,618$1,009,350$0$4,867,968

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,211,068
Expenses per Audited Statements$4,867,968
Total Expenses per Form 990$4,867,968
Expenses Not Reported on Form 990$343,100
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance$337,349
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 35% controlled entity
No
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 500, FORT MITCHELL, KY 41017

Signing Officer

Name
Jr Howard
Title
CEO
Phone
8599938200
Signed
2021-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jr Howard
Formed
2001
Legal Domicile
Ky
Voting Board Members
8
Independent Board Members
8
Employees
35
Volunteers
10

Preparer

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

Additional Explanations

Form 990, Part III, Line 3

“The organization cut their outsourcing services program and switched to having this fulfilled by amazon web services.”

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 343,100.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“IN-KIND 343,100.”

Raw XML AppendixShowing 400 of 718 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9126305
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11106992
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TECH SERV & SOLUTION CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF TECHNOLOGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP OF STRATEGIC SERVICE
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF APPLICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR, SPECIAL PROJECTS
IRS990/Form990PartVIISectionAGrp/TitleTxt13MANAGER, MEMBER SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF PRODUCT DEVELO
IRS990/Form990PartVIISectionAGrp/TitleTxt15MANAGER, DATA QUALITY
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IRS990/Form990TFiledInd01
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0554
IRS990/InformationTechnologyGrp/ProgramServicesAmt038099
IRS990/InformationTechnologyGrp/TotalAmt038653
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02386
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IRS990/LandBldgEquipCostOrOtherBssAmt0876591
IRS990/LegalDomicileStateCd0KY
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IRS990/LobbyingActivitiesInd00
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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.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt0-7682
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0114158
IRS990/OfficeExpensesGrp/TotalAmt0126499
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt029453
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037364
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0161046
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0198410
IRS990/OtherExpensesGrp/Desc0EQUIPMENT
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18848
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212387
IRS990/OtherExpensesGrp/ProgramServicesAmt0823564
IRS990/OtherExpensesGrp/ProgramServicesAmt19464
IRS990/OtherExpensesGrp/ProgramServicesAmt2233
IRS990/OtherExpensesGrp/TotalAmt0832764
IRS990/OtherExpensesGrp/TotalAmt118312
IRS990/OtherExpensesGrp/TotalAmt212620
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0337349
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT AND GENERAL
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030384
IRS990/OtherRevenueTotalAmt030384
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0487360
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01840774
IRS990/OtherSalariesAndWagesGrp/TotalAmt02328134
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt048122
IRS990/PayrollTaxesGrp/ProgramServicesAmt0161301
IRS990/PayrollTaxesGrp/TotalAmt0209423
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt024552
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt093636
IRS990/PensionPlanContributionsGrp/TotalAmt0118188
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt074479
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt062010
IRS990/PrincipalOfficerNm0JR HOWARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541519
IRS990/ProgramServiceRevenueGrp/BusinessCd1541519
IRS990/ProgramServiceRevenueGrp/Desc0INFORMATION SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1HOSTING SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02520500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12276680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02520500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12276680
IRS990/ProgSrvcAccomActy2Grp/Desc0INFORMATION SERVICES INCLUDING DATABASE SUPPORT/ADMINISTRATION, REPORT WRITING, USER TRAINING, AND PLEDGE CAPTURE SERVICES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01801887
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02520500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0759
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01850
IRS990/PYOtherExpensesAmt01427427
IRS990/PYOtherRevenueAmt09783
IRS990/PYProgramServiceRevenueAmt03971788
IRS990/PYRevenuesLessExpensesAmt01660
IRS990/PYSalariesCompEmpBnftPaidAmt02555093
IRS990/PYTotalExpensesAmt03982520
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03984180
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0220850
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02276680
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
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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/SupportedOrganizationsCnt06
IRS990ScheduleA/SupportedOrganizationsTotalCnt06
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd57
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt40

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,788,430
Liabilities
$758,254
Net assets
$1,030,176
Revenue
$5,088,818
Expenses
$4,867,968
Net income
$220,850
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
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$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

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