Civic Intelligence

Upper Midwest Security Alliance Foundation

990EZ • Fiscal year 2022 • EIN 82-5377890

Sep 01, 2021 to Aug 31, 2022 • Filed on Jun 07, 2023

Organization ProfileWWW.UMSAFOUNDATION.ORG
PO Box 130935Roseville, MN 55113

(612) 618-9400

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-134%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

21st percentile

-21%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

2282%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$46,402

Down $12,591 (-21%) from 2021

Net Assets

Down

$46,402

Down $12,591 (-21%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Up

$9,407

Up $9,012 (+2282%) from 2021

Expenses

Down

$21,998

Down $86,911 (-80%) from 2021

Net Income

Up

-$12,591

Up $95,923 (+88%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$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

2022

Assets$46,402
Liabilities$0
Net Assets$46,402
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$9,407
Expenses$21,998
Net Income-$12,591
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jun 7, 2023
Return Version
2021v4.2
Gross Receipts
$9,407
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS WERE AWARDED IN 2022 TO 10 INDIVIDUALS.$20,000$20,113
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN SATHERPresidentPT$0--
KEN SHAURETTEVice President-$0--
DREW BETHELSecretary-$0--
DAVID KNIGHTTreasurer-$0--
VALARIE MOONEYDirector-$0--
MICHAEL JOHNSONDirector-$0--
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 E Strawser
Title
Umsa Managing Director
Phone
6126189400
Signed
2023-06-07
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 4.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships to individuals. Grantee name: scholarships to individuals. Amount given: 20,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: marketing. Amount: 113. Description: bank fees. Amount: 3. Description: office expenses. Amount: 610. Description: interest expenses. Amount: 2. Total to form 990-ez, line 16: 728.”

Raw XML Appendix165 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID KNIGHT
IRS990EZ/BooksInCareOfDetail/PhoneNum06126189400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 130935
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROSEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055113
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058993
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046402
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09403
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-12591
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01270
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt046402
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt09407
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058993
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046402
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058993
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046402
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RYAN SATHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN SHAURETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DREW BETHEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VALARIE MOONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0728
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS WERE AWARDED IN 2022 TO 10 INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020113
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021998
IRS990EZ/TotalProgramServiceExpensesAmt020113
IRS990EZ/TotalRevenueAmt09407
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UMSAFOUNDATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0905
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0250000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0262721
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06288
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0112
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06439
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0262721
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09403
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0905
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0250000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0262721
IRS990ScheduleA/TotalSupportAmt0269160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS TO INDIVIDUALS. GRANTEE NAME: SCHOLARSHIPS TO INDIVIDUALS. AMOUNT GIVEN: 20,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MARKETING. AMOUNT: 113. DESCRIPTION: BANK FEES. AMOUNT: 3. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 610. DESCRIPTION: INTEREST EXPENSES. AMOUNT: 2. TOTAL TO FORM 990-EZ, LINE 16: 728.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE E STRAWSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UMSA MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06126189400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MIDWEST SECURITY ALLIANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0825377890
ReturnHeader/Filer/PhoneNum06126189400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 130935
ReturnHeader/Filer/USAddress/CityNm0ROSEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055113
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411360831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLSEN THIELEN & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02675 LONG LAKE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0551131117
ReturnHeader/PreparerPersonGrp/PhoneNum06514834521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN VETTRUS CPA
ReturnHeader/ReturnTs02023-07-11T15:14:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STRAWSER
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,402
Liabilities
$0
Net assets
$46,402
Revenue
$9,407
Expenses
$21,998
Net income
-$12,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.01$0.12$4.89$7.77$7.52$0.25
2024Detailed filing. Detailed filing data is available for this year.$4.65$0.05$4.60$7.87$7.45$0.42
2023Detailed filing. Detailed filing data is available for this year.$4.24$0.06$4.18$8.49$6.70$1.79
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.09$0.22$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.00$1.09$1.09
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.07$0.32$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.02$0.55$0.53
2018Summary only. Only limited summary data is available for this year.$2.46$0.00$2.46$2.50$0.04$2.46