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UPIC SOLUTIONS INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UPIC SOLUTIONS INC (EIN 61-1386122)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-06-24
IRS object ID
202011769349301661
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-24T15:32:42-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 EAST 4TH STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611386122EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UPIC SOLUTIONS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUPICBusinessNameControlTxt
Phone8599938200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1334 BEECHWOOD RD SUITE 403AddressLine1Txt
CityFORT MITCHELLCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJR HOWARDPersonNm
Person TitleCEOPersonTitleTxt
Phone8599938200PhoneNum
Signature2020-06-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNATOSHA DILLEYPreparerPersonNm
PTINP01225377PTIN
Phone5132413111PhoneNum
Preparation2020-06-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.54.120.69IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-17IPDt
IP Tm09:57:35IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id325EB0A0CB9EF641D92463F995974E3855814F3DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJR HOWARDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1334 BEECHWOOD RD SUITE 403AddressLine1Txt
CityFORT MITCHELLCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41017ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,984,727GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UPICSOLUTIONS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateKYLegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee28TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$759CYContributionsGrantsAmt
PY Program Service Revenue$3,520,386PYProgramServiceRevenueAmt
CY Program Service Revenue$3,971,788CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$1,850CYInvestmentIncomeAmt
PY Other Revenue$12,629PYOtherRevenueAmt
CY Other Revenue$9,783CYOtherRevenueAmt
PY Total Revenue$3,533,015PYTotalRevenueAmt
CY Total Revenue$3,984,180CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,442,330PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,555,093CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,171,534PYOtherExpensesAmt
CY Other Expenses$1,427,427CYOtherExpensesAmt
PY Total Expenses$3,613,864PYTotalExpensesAmt
CY Total Expenses$3,982,520CYTotalExpensesAmt
PY Revenues Less Expenses-$80,849PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,660CYRevenuesLessExpensesAmt
Total Assets BOY$1,086,355TotalAssetsBOYAmt
Total Assets EOY$1,124,606TotalAssetsEOYAmt
Total Liabilities BOY$278,689TotalLiabilitiesBOYAmt
Total Liabilities EOY$315,280TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$807,666NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$809,326NetAssetsOrFundBalancesEOYAmt
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,697,384ExpenseAmt
Revenue$2,173,069RevenueAmt
DescHOSTING SERVICES INCLUDING DATABASE HOSTING, EMAIL HOSTING, DATA CENTER ADMINISTRATION, AND DATA BACKUP/RECOVERYDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,532,655ExpenseAmt
Revenue$1,765,335RevenueAmt
DescINFORMATION SERVICES INCLUDING DATABASE SUPPORT/ADMINISTRATION, REPORT WRITING, USER TRAINING, AND PLEDGE CAPTURE SERVICESDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$49,108ExpenseAmt
Revenue$33,384RevenueAmt
DescOUTSOURCING SERVICES INCLUDING HELP DESK, COMPUTER REMOTE TROUBLESHOOTING, TELECOMMUNICATIONS CIRCUITS, SERVER SUPPORT, AND SOFTWARE MAINTENANCEDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,279,147TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee28EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UWGC FINANCE AND OPERATIONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5137627100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12035 READING RDAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
AUTUMN MILLER
BOARD MEMBER1.00Yes (X)$0$0$0
BETSY LOWDER
BOARD CHAIR1.00Yes (X)$0$109,309$040.00Yes (X)
BOB BERDELLE
BOARD MEMBER1.00Yes (X)$0$0$0
CHERYL NELSON
TREASURER1.00Yes (X)$0$188,261$16,36248.00Yes (X)
DENNIS RENSCHLER
BOARD MEMBER1.00Yes (X)$0$0$0
DOUG BRUECKNER
TECH SERV & SOLUTION CHAIR1.00Yes (X)$0$0$0Yes (X)
MATTHEW MORRIS
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL HARDEN
BOARD MEMBER1.00Yes (X)$0$0$0
NANCY BOHMAN
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID BURLEY
CHEIF TECHNOLOGY OFFICER40.00$146,755$0$18,965Yes (X)
JAMES MEAD
VP OF STRATEGIC SERVICE40.00$117,899$0$24,388Yes (X)
JOSH HOWARD
CHEIF EXECUTIVE OFFICER50.00$158,276$0$28,500Yes (X)
ANDREW WOTEN
DIRECTOR OF CUSTOMER SUCCESS40.00$101,446$0$20,867Yes (X)
BRIAN MILLER
DIRECTOR, SPECIAL PROJECTS40.00$100,143$0$23,777Yes (X)
CRAIG IRVIN
MANAGER, MEMBER SERVICES40.00$100,548$0$18,142Yes (X)
ERIC SELLER
DIRECTOR OF PRODUCT DEVELOPMENT40.00$105,155$0$27,883Yes (X)
PAUL WAGNER
MANAGER, DATA QUALITY40.00$112,560$0$28,659Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$942,782TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$297,570TotReportableCompRltdOrgAmt
Total Other Compensation$207,543TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMAZON WEB SERVICESBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 TERRY AVENUE NORTHAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98109ZIPCd
FieldValueIRS element (for citing)
ServicesHOSTING ENVIRONMENTServicesDesc
Compensation$301,902CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$759AllOtherContributionsAmt
Total Contributions$759TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
HOSTING SERVICES541519$2,173,069$2,173,069
INFORMATION SERVICES541519$1,765,335$1,765,335
OUTSOURCING SERVICES541519$33,384$33,384
FieldValueIRS element (for citing)
Total Program Service Revenue$3,971,788TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,397TotalRevenueColumnAmt
Exclusion$2,397ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$547OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$547OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$547TotalRevenueColumnAmt
Exclusion-$547ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMANAGEMENT AND GENERALDesc
Business900099BusinessCd
Total Revenue Column$9,783TotalRevenueColumnAmt
Exclusion$9,783ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,783OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,984,180TotalRevenueColumnAmt
Related Or Exempt Func Income$3,971,788RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,633ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$494,783TotalAmt
Program Services$422,272ProgramServicesAmt
Management And General$72,511ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,669,569TotalAmt
Program Services$1,433,464ProgramServicesAmt
Management And General$236,105ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$87,626TotalAmt
Program Services$76,579ProgramServicesAmt
Management And General$11,047ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$143,265TotalAmt
Program Services$113,756ProgramServicesAmt
Management And General$29,509ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$159,850TotalAmt
Program Services$136,104ProgramServicesAmt
Management And General$23,746ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,395TotalAmt
Management And General$1,395ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$68,612TotalAmt
Program Services$7,350ProgramServicesAmt
Management And General$61,262ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$144,963TotalAmt
Program Services$71,598ProgramServicesAmt
Management And General$73,365ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$132,265TotalAmt
Program Services$117,292ProgramServicesAmt
Management And General$14,973ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$160,650TotalAmt
Program Services$81,469ProgramServicesAmt
Management And General$79,181ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$76,052TotalAmt
Program Services$21,672ProgramServicesAmt
Management And General$54,380ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$27,557TotalAmt
Program Services$27,557ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EQUIPMENT$695,500$671,532$23,968
PRINTING AND PUBLICATIO$103,995$90,743$13,252
TELEPHONE$16,438$7,759$8,679

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,982,520TotalAmt
Program Services$3,279,147ProgramServicesAmt
Management And General$703,373ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$682,451BOYAmt
EOY$587,077EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$195,231BOYAmt
EOY$389,640EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$147,962BOYAmt
EOY$74,479EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$876,591LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$803,181LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$60,711BOYAmt
EOY$73,410EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,086,355BOYAmt
EOY$1,124,606EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$278,109BOYAmt
EOY$313,539EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$580BOYAmt
EOY$1,741EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$278,689BOYAmt
EOY$315,280EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$807,666BOYAmt
EOY$809,326EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$807,666BOYAmt
EOY$809,326EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,086,355BOYAmt
EOY$1,124,606EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,660ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations7SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (7 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
UNITED WAY OF GREATER CINCINNATI
31053750270$0$0
UNITED WAY OF CENTRAL OHIO
31439371270$0$0
UNITED WAY OF GREATER HIGH POINT
56054748670$0$0
UNITED WAY OF CENTRAL INDIANA
35100759070$0$0
METRO UNITED WAY
61004468070$0$0
UNITED WAY OF GREATER ST LOUIS
43071416770$0$0
UNITED WAY OF GREATER TOLEDO
34442794770$0$0
FieldValueIRS element (for citing)
Supported Organizations Total7SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 1THE ORGANIZATION'S GOVERNING DOCUMENTS SPECIFY THAT SUPPORTED ORGANIZATIONS WILL BE MEMBER UNITED WAY ORGANIZATIONS BUT DO NOT SPECIFICALLY NAME EACH MEMBER UNITED WAY AGENCY.
SCHEDULE A, PART IV, SECTION B, LINE 1UPIC 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.

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,465OtherCostOrOtherBasisAmt
Depreciation$1,810DepreciationAmt
Book Value$11,655BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$159,535OtherCostOrOtherBasisAmt
Depreciation$97,780DepreciationAmt
Book Value$61,755BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$703,591OtherCostOrOtherBasisAmt
Depreciation$703,591DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$73,410TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$4,157,555TotalRevEtcAuditedFinclStmtAmt
Other Revenue$173,375OtherRevenueAmt
Revenue Not Reported$173,375RevenueNotReportedAmt
Revenue Subtotal$3,984,180RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,984,180TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,155,895TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$173,375OtherExpensesIncludedAmt
Expenses Not Reported$173,375ExpensesNotReportedAmt
Expenses Subtotal$3,982,520ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,982,520TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:IN-KIND 173,375.
PART XII, LINE 2D - OTHER ADJUSTMENTS:IN-KIND 173,375.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHERYL NELSON
TREASURER$0$179,812$0$8,449$0$0$0$11,649$0$4,713$0$204,623$0$0
DAVID BURLEY
CHEIF TECHNOLOGY OFFICER$143,755$0$3,000$0$0$0$9,091$0$9,874$0$165,720$0$0$0
JOSH HOWARD
CHEIF EXECUTIVE OFFICER$154,036$0$4,000$0$240$0$9,787$0$18,713$0$186,776$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6UPIC 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 7AFOUNDING 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 8BTHE 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 11BELECTRONIC 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 12CMEMBERS 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 15THE 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 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND/OR FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
UNITED WAY OF GREATER CINCINNATI
2400 READING RDCINCINNATIOH45202310537502HEALTH/HUMAN SERVICESOH501(C)(3)LINE 10N/A0
UNITED WAY OF CENTRAL OHIO
360 5 3RD STCOLUMBUSOH43215314393712HEALTH/HUMAN SERVICESOH501(C)(3)LINE 10N/A0
UNITED WAY OF GREATER HIGH POINT INC
201 CHURCH AVEHIGH POINTNC27262560547486HEALTH/HUMAN SERVICESNC501(C)(3)LINE 10N/A0
UNITED WAY OF CENTRAL INDIANA
P0 BOX 88409INDIANAPOLISIN46208351007590HEALTH/HUMAN SERVICESIN501(C)(3)LINE 10N/A0
METRO UNITED WAY INC
P0 BOX 4488LOUISVILLEKY40204610444680HEALTH/HUMAN SERVICESKY501(C)(3)LINE 10N/A0
UNITED WAY OF GREATER ST LOUIS INC
910 N 11TH STST LOUISMO63101430714167HEALTH/HUMAN SERVICESMO501(C)(3)LINE 10N/A0
UNITED WAY OF GREATER TOLEDO
424 JACKSON STTOLEDOOH43604344427947HEALTH/HUMAN SERVICESOH501(C)(3)LINE 10N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd