Civic Intelligence

United Postmasters and Managers of America

990EZ • Fiscal year 2017 • EIN 81-4249033

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

P O Box 11Elkhorn, WI 53121-0011

(262) 949-1782

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

66th percentile

8.9%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$140,125

No earlier filing loaded for comparison.

Net Assets

$140,125

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$51,318

No earlier filing loaded for comparison.

Expenses

$46,756

No earlier filing loaded for comparison.

Net Income

$4,562

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2017: $140,125Liabilities 2017: $0Net Assets 2017: $140,1252017Assets 2018: $132,991Liabilities 2018: $02018Assets 2023: $152,444Liabilities 2023: $0Net Assets 2023: $152,4442023Assets 2024: $136,446Liabilities 2024: $3,326Net Assets 2024: $133,1202024

Highlighted filing

2017

Assets$140,125
Liabilities$0
Net Assets$140,125

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $51,318Expenses 2017: $46,756Net Income 2017: $4,5622017Revenue 2018: $47,780Expenses 2018: $54,914Net Income 2018: -$7,1342018Revenue 2023: $70,888Expenses 2023: $71,726Net Income 2023: -$8382023Revenue 2024: $90,226Expenses 2024: $111,343Net Income 2024: -$21,1172024

Highlighted filing

2017

Revenue$51,318
Expenses$46,756
Net Income$4,562
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Gross Receipts
$51,318
Mission and Program Overview

Mission

To provide education and support to our members

Program Services

DescriptionGrantsExpenses
Travel expenses paid for our members to attend conferences conventions meetings and forums to educate them on their benefits and to help them do their jobs as postal managers Open to all members interested-$13,577
Presentation of our annual state convention for all members to attend so that they may receive education and support-$10,644
Provide educational materials to all our members-$7,867
Retiree events-$2,000
Other office expenses-$1,326
Cost to have independent members audit our books biannually-$638
Cost for our website for all members-$150
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUNDAY BARNABYPresident-$0--
DEBRA GILROYExec Vice President-$0--
JULIE ERDMANNSecretarytreasurer-$0--
KRISTINE SCHMITVice President-$0--
JOAN BAUMGARTVice President-$0--
VICTORIA FOXWORTHYVice President-$0--
WILLIAM TIERNEYRetiree President-$0--
Filing and Contact Details

Filer

Filer Name
Upma Wisconsin Chapter
EIN
81-4249033
In Care Of
% Julie Erdmann
Phone
2629491782
Address
P O BOX 11, ELKHORN, WI 53121-0011

Signing Officer

Name
Julie Erdmann
Title
SecretaryTreasurer
Phone
2629491782
Signed
2018-05-14
Supplemental Narrative

Additional Explanations

Part I Line 16

Other office expenses $1326.00

Part I Line 16

Information technology $150.00

Part I Line 16

Travel $13577.00

Part I Line 16

Conferences, conventions, and meetings $10644.00

Part I Line 16

Retirees Events $2000.00

Part I Line 16

Education $7867.00

Part I Line 16

Audit Costs $638.00

Part III

Expenses: $1326.00 including grants of: $0.00 Revenue: $0.00

Part III

Other office expenses.

Part III

Expenses: $2000.00 including grants of: $0.00 Revenue: $0.00

Part III

Retiree events

Part III

Expenses: $638.00 including grants of: $0.00 Revenue: $0.00

Part III

Cost to have independent members audit our books bi-annually.

Part III

Expenses: $150.00 including grants of: $0.00 Revenue: $0.00

Part III

Cost for our website for all members.

Raw XML Appendix173 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELKHORN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUNDAY BARNABY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBRA GILROY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTINE SCHMIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOAN BAUMGART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VICTORIA FOXWORTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILLIAM TIERNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARYTREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RETIREE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt037646
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt09110
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Presentation of our annual state convention for all members to attend so that they may receive education and support
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other office expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Retiree events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Cost to have independent members audit our books biannually
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Cost for our website for all members
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013577
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110644
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27867
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31326
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt42000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt5638
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt6150
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046756
IRS990EZ/TotalProgramServiceExpensesAmt036202
IRS990EZ/TotalRevenueAmt051318
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0wiupma.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other office expenses $1326.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information technology $150.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $13577.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, conventions, and meetings $10644.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Retirees Events $2000.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Education $7867.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Audit Costs $638.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Expenses: $1326.00 including grants of: $0.00 Revenue: $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other office expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Expenses: $2000.00 including grants of: $0.00 Revenue: $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Retiree events
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Expenses: $638.00 including grants of: $0.00 Revenue: $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Cost to have independent members audit our books bi-annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Expenses: $150.00 including grants of: $0.00 Revenue: $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Cost for our website for all members.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Part III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE ERDMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SecretaryTreasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02629491782
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPMA WISCONSIN CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0UPMA
ReturnHeader/Filer/EIN0814249033
ReturnHeader/Filer/InCareOfNm0% Julie Erdmann
ReturnHeader/Filer/PhoneNum02629491782
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11
ReturnHeader/Filer/USAddress/CityNm0ELKHORN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0531210011
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId043E8EA8DA2F6E4ED0B66A58F78BDF36761A30E73
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId043E8EA8DA2F6E4ED0B66A58F78BDF36761A30E73
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId021010520181334485750
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0O
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.61.212.203
ReturnHeader/ReturnTs02018-05-13T19:04:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings