Civic Intelligence

Upper Midwest Security Alliance Foundation

EIN 82-5377890 • 501(c)3 • Roseville, MN

Pub. 78 Eligible

Profile

The umsa foundation provides continuing education opportunities for security, continuity and risk professionals and the general public. The foundation also generates grant opportunities and supports/funds academic scholarships for undergraduate and graduate level education.

PO Box 130935Roseville, MN 55113

www.umsafoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

52nd percentile

5.3%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Assets

Up

$501,256

Up $36,437 (+7.8%) from 2024

Liabilities

Up

$11,949

Up $6,975 (+140%) from 2024

Net Assets

Up

$489,307

Up $29,462 (+6.4%) from 2024

Revenue

Down

$776,712

Down $10,316 (-1.3%) from 2024

Expenses

Up

$751,563

Up $6,364 (+0.9%) from 2024

Net Income

Down

$25,149

Down $16,680 (-40%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2018: $245,841Liabilities 2018: $0Net Assets 2018: $245,8412018Assets 2019: $192,777Liabilities 2019: $0Net Assets 2019: $192,7772019Assets 2020: $167,508Liabilities 2020: $0Net Assets 2020: $167,5082020Assets 2021: $58,993Liabilities 2021: $0Net Assets 2021: $58,9932021Assets 2022: $46,402Liabilities 2022: $0Net Assets 2022: $46,4022022Assets 2023: $424,393Liabilities 2023: $6,377Net Assets 2023: $418,0162023Assets 2024: $464,819Liabilities 2024: $4,974Net Assets 2024: $459,8452024Assets 2025: $501,256Liabilities 2025: $11,949Net Assets 2025: $489,3072025

Highlighted filing

2025

Assets$501,256
Liabilities$11,949
Net Assets$489,307

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2018: $250,028Expenses 2018: $4,187Net Income 2018: $245,8412018Revenue 2019: $2,136Expenses 2019: $55,200Net Income 2019: -$53,0642019Revenue 2020: $7,193Expenses 2020: $32,462Net Income 2020: -$25,2692020Revenue 2021: $395Expenses 2021: $108,909Net Income 2021: -$108,5142021Revenue 2022: $9,407Expenses 2022: $21,998Net Income 2022: -$12,5912022Revenue 2023: $848,607Expenses 2023: $669,577Net Income 2023: $179,0302023Revenue 2024: $787,028Expenses 2024: $745,199Net Income 2024: $41,8292024Revenue 2025: $776,712Expenses 2025: $751,563Net Income 2025: $25,1492025

Highlighted filing

2025

Revenue$776,712
Expenses$751,563
Net Income$25,149

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Feb 25, 2026
Return Version
2024v5.5
Gross Receipts
$776,712
Mission and Program Overview

Mission

The umsa foundation provides continuing education opportunities for security, continuity and risk professionals and the general public. The foundation also generates grant opportunities and supports/funds academic scholarships for undergraduate and graduate level education.

To provide continuing education opportunities for security, continuity and risk professionals, and the general public. The foundation also generates grant opportunities and supports/funds academic scholarships for undergraduate and graduate level eduation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$260,366$264,078▲ $3,712
Cash and Non-Interest-Bearing Accounts$147,555$188,024▲ $40,469
Accounts Receivable$30,248$28,195▼ $2,053
Prepaid Expenses and Deferred Charges$26,650$20,959▼ $5,691
Total Assets$464,819$501,256▲ $36,437
Liabilities
Accounts Payable and Accrued Expenses$4,974$11,949▲ $6,975
Total Liabilities$4,974$11,949▲ $6,975
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$459,845$489,307▲ $29,462
Total Net Assets Fund Balance$459,845$489,307▲ $29,462
Total Liabilities and Net Assets / Fund Balance$464,819$501,256▲ $36,437
Compensation and Service Providers

Board Members and Trustees

NameTitle
Curtis CoatsScholarship Chair
Valerie MooneySecure360 Conference Chair
Ryan SatherPresident
Marie StrawserManaging Director
Andrew BethelSecretary
Sandra HendricksonTreasurer Beginning October
David KnightTreasurer Thru October/advisor to the Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mystic Lake Casino HotelVenue, Food And Hotel Rooms2400 MYSTIC LAKE BLVD, Prior Lake, MN 55372$322,239
Bryghtpath LLCContractor - Managing Director149 THOMPSON AVE E, West St Paul, MN 55118$114,875
Fusion Learning PartnersContractor - Marketing And Tradeshow Coo1400 VAN BUREN ST NE, Minneapolis, MN 55413$110,751
Revenue and Support

Revenue Composition

Contributions and Grants
$9,725
Program Service Revenue
$763,266
Investment Income
$3,721
Other Revenue
$0
All Other Contributions
$9,725
Change in Net Assets
$25,149

Audited Revenue Reconciliation

Revenue per Audited Statements
$776,712
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$776,712
Total Revenue per Form 990
$776,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$739,563
Grants and Similar Amounts Paid$12,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$650,181$4,812-$654,993
Fees for Services Accounting-$37,837-$37,837
Advertising$13,443--$13,443
Grants to Domestic Individuals$12,000--$12,000
Insurance-$11,227-$11,227
Office Expenses-$10,582-$10,582
Information Technology$433$4,000-$4,433
Fees for Services Legal-$3,502-$3,502
Other Expenses$1,648$1,898-$1,648
Total Functional Expenses$677,705$73,858$0$751,563

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$751,563
Total Expenses per Audited Statements$751,563
Total Expenses per Form 990$751,563
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 7A

Board officers must first also be on the board of directors. Officers are effectively board members with extra duties. Board officers are volunteers and are not paid for their board service. They are elected annually from the pool of seated directors.

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

Treasurer, president and managing director reveiw and provide an update to the full board of directors prior to filing.

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
Upper Midwest Security Alliance
EIN
82-5377890
Phone
6126189400
Address
PO BOX 130935, ROSEVILLE, MN 55113

Signing Officer

Name
Marie Strawser
Title
Managing Director
Phone
6126189400
Signed
2026-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marie Strawser
Formed
2007
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
100

Preparer

Firm
Olsen Thielen & Co Ltd
Address
2675 LONG LAKE ROAD, ROSEVILLE, MN 55113-1117
Preparer
Ryan Vettrus CPA
Phone
6514834521
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation operates on a nonprofit basis and has been granted tax exempt status by the internal revenue service under section 501(c)(3); therefore, the foundation shows no income tax provision. The foundation reviews income tax positions taken or expected to be taken in income tax returns to determine if there are any income tax uncertainties. This includes positions that the entity is exempt from income taxes or not subject to income taxes on unrelated business income. The foundation recognizes tax benefits from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by taxing authorities, based on the technical merits of the positions. The foundation has identified no significant income tax uncertainties. Should the foundation's exempt status be challenged in the future, all years since inception could be subject to review by the internal revenue service.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION OPERATES ON A NONPROFIT BASIS AND HAS BEEN GRANTED TAX EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3); THEREFORE, THE FOUNDATION SHOWS NO INCOME TAX PROVISION. THE FOUNDATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE FOUNDATION HAS IDENTIFIED NO SIGNIFICANT INCOME TAX UNCERTAINTIES. SHOULD THE FOUNDATION'S EXEMPT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0COMMITTEE REVIEWS APPLICANTS AND SCORES THEM. THEN THE COMMITTEE SELECTS WINS AND PROVIDES THE CHECK.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OFFICERS MUST FIRST ALSO BE ON THE BOARD OF DIRECTORS. OFFICERS ARE EFFECTIVELY BOARD MEMBERS WITH EXTRA DUTIES. BOARD OFFICERS ARE VOLUNTEERS AND ARE NOT PAID FOR THEIR BOARD SERVICE. THEY ARE ELECTED ANNUALLY FROM THE POOL OF SEATED DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TREASURER, PRESIDENT AND MANAGING DIRECTOR REVEIW AND PROVIDE AN UPDATE TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING 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 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE STRAWSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06126189400
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MIDWEST SECURITY ALLIANCE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLSEN THIELEN & CO LTD

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