Civic Intelligence

Upper Midwest Security Alliance Foundation

990 • Fiscal year 2023 • EIN 82-5377890

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 09, 2024

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

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.01x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

99th percentile

815%

Faster asset growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

8921%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$424,393

Up $377,991 (+815%) from 2022

Net Assets

Up

$418,016

Up $371,614 (+801%) from 2022

Liabilities

Up

$6,377

Up $6,377 from 2022

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin74th percentile

Revenue

Up

$848,607

Up $839,200 (+8921%) from 2022

Expenses

Up

$669,577

Up $647,579 (+2944%) from 2022

Net Income

Up

$179,030

Up $191,621 (+1522%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2023

Assets$424,393
Liabilities$6,377
Net Assets$418,016
Open 2023 Filing

Operations Trend

Revenue Growth100th 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

2023

Revenue$848,607
Expenses$669,577
Net Income$179,030
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 9, 2024
Return Version
2022v5.0
Gross Receipts
$848,607
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$0$250,216▲ $250,216
Cash and Non-Interest-Bearing Accounts$46,402$130,738▲ $84,336
Prepaid Expenses and Deferred Charges$0$31,289▲ $31,289
Accounts Receivable$0$12,150▲ $12,150
Total Assets$46,402$424,393▲ $377,991
Liabilities
Accounts Payable and Accrued Expenses$0$6,377▲ $6,377
Total Liabilities$0$6,377▲ $6,377
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$46,402$418,016▲ $371,614
Total Net Assets Fund Balance$46,402$418,016▲ $371,614
Total Liabilities and Net Assets / Fund Balance$46,402$424,393▲ $377,991
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Curtis CoatsScholarship Chair
Valerie MooneySecure360 Conference Chair
Ryan SatherPresident
Marie StrawserManaging Director
Andrew BethelSecretary
David KnightTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mystic Lake Casino HotelEvent Location, Food, A/v2400 MYSTIC LAKE BLVD NW, Prior Lake, MN 55372$294,420
Fusion Learning PartnersEvent & Marketing Support260 WENTWORTH AVE E, St Paul, MN 55118$128,607
Revenue and Support

Revenue Composition

Contributions and Grants
$11,862
Program Service Revenue
$836,521
Investment Income
$224
Other Revenue
$0
All Other Contributions
$11,862
Change in Net Assets
$179,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$649,577
Grants and Similar Amounts Paid$20,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$562,422$15,407-$577,829
Fees for Services Accounting-$22,239-$22,239
Grants to Domestic Individuals$20,000--$20,000
Advertising$9,733--$9,733
Fees for Services Legal-$6,325-$6,325
Insurance-$4,560-$4,560
Office Expenses-$3,840-$3,840
Information Technology-$2,752-$2,752
Other Expenses$21,750$549-$549
Total Functional Expenses$613,905$55,672$0$669,577
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Organizational documents were updated for the merger with upper midwest security alliance (501c6)”

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 E Strawser
Title
Managing Director
Phone
6126189400
Signed
2024-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marie E 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

Additional Explanations

Form 990, Part III, Line 2

“In 2022, the umsa foundation merged with upper midwest security alliance (501c6). The surviving entity was the umsa foundation. With the merger, the umsa foundation took on the responsibility for the secure360 education conference.”

FORM 990, PART XI, LINE 9:

“Transfer of net assets from umsa 192,584.”

Raw XML AppendixShowing 400 of 411 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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0848607
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02136
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0867738
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0COMMITTEE REVIEWS APPLICANTS AND SCORES THEM. THEN THE COMMITTEE SELECTS WINS AND PROVIDES THE CHECK
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN 2022, THE UMSA FOUNDATION MERGED WITH UPPER MIDWEST SECURITY ALLIANCE (501C6). THE SURVIVING ENTITY WAS THE UMSA FOUNDATION. WITH THE MERGER, THE UMSA FOUNDATION TOOK ON THE RESPONSIBILITY FOR THE SECURE360 EDUCATION CONFERENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONAL DOCUMENTS WERE UPDATED FOR THE MERGER WITH UPPER MIDWEST SECURITY ALLIANCE (501C6)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD 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/ExplanationTxt3TREASURER, PRESIDENT AND MANAGING DIRECTOR REVEIW AND PROVIDE AN UPDATE TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFER OF NET ASSETS FROM UMSA 192,584.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE UPPER MIDWEST SECURITY ALLIANCE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0208164766
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SECURITY EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 130935
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROSEVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055113
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt046402
IRS990/TotalAssetsEOYAmt0424393
IRS990/TotalAssetsGrp/BOYAmt046402
IRS990/TotalAssetsGrp/EOYAmt0424393
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011862
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055672
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0613905
IRS990/TotalFunctionalExpensesGrp/TotalAmt0669577
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt06377
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt06377
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046402
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0418016
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0613905
IRS990/TotalProgramServiceRevenueAmt0836521
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0224
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0836521
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0848607
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046402
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0424393
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 130935
IRS990/USAddress/CityNm0ROSEVILLE
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055113
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.UMSAFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE E STRAWSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06126189400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-09
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411360831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLSEN THIELEN & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02675 LONG LAKE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$424,393
Liabilities
$6,377
Net assets
$418,016
Revenue
$848,607
Expenses
$669,577
Net income
$179,030
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