UPIC SOLUTIONS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UPIC SOLUTIONS INC (EIN 61-1386122)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-27
- IRS object ID
- 201500869349300225
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-27T15:11:26-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 SMITH ROAD SUITE 500 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611386122 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPIC Solutions Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UWGC FINANCE AND OPERATIONS | InCareOfNm |
| Business Name Control | UPIC | BusinessNameControlTxt |
| Phone | 8599938200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2136 Chamber Center Drive | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Fort Mitchell | City |
| State | KY | State |
| ZIP Code | 41017 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lonnie Fields | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8599938201 | PhoneNum |
| Signature | 2015-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joe Bacon | PreparerPersonNm |
| PTIN | P00348833 | PTIN |
| Phone | 8599938201 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WINSTON FAIRCLOTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2136 Chamber Center Drive | AddressLine1 |
| City | Fort Mitchell | City |
| State | KY | State |
| ZIP Code | 41017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,892,271 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.upicsolutions.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | UPIC Solutions, Inc. is a shared services organization which provides technology and information services for affiliate United Way agencies | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,139 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,798 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,743,753 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,846,571 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$18,525 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,350 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,018 | PYOtherRevenueAmt |
| CY Other Revenue | $2,552 | CYOtherRevenueAmt |
| PY Total Revenue | $3,730,385 | PYTotalRevenueAmt |
| CY Total Revenue | $3,892,271 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,410,510 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,434,790 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,416,944 | PYOtherExpensesAmt |
| CY Other Expenses | $1,274,437 | CYOtherExpensesAmt |
| PY Total Expenses | $3,827,454 | PYTotalExpensesAmt |
| CY Total Expenses | $3,709,227 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$97,069 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $183,044 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $858,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,221,761 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $415,798 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $595,967 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $442,750 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $625,794 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UPIC SOLUTIONS, INC. ACTS AS AN INFORMATION AND TECHNOLOGY SUPPORT ORGANIZATION FOR LOCAL UNITED WAYS AND AFFILIATED NON-PROFITS. UPIC SOLUTIONS PROVIDES A TECHNOLOGY INFRASTRUCTURE INCLUDING APPLICATION SUPPORT AND HOSTING, HELP DESK, HARDWARE REPAIR AND PROCUREMENT SERVICES FOR OUR MEMBERS. ADDITIONALLY, UPIC SOLUTIONS PROVIDES PLEDGE CARD PRINTING, PERSONALIZATION AND PLEDGE CAPTURE SERVICES. UPIC SOLUTIONS ACTS AS A SUPPORTING ORGANIZATION TO ITS MEMBERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,442,945 | ExpenseAmt |
| Revenue | $1,856,000 | RevenueAmt |
| Desc | Information services including database support/administration, report writing, user training, and pledge capture services | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,540,280 | ExpenseAmt |
| Revenue | $1,763,366 | RevenueAmt |
| Desc | Hosting services including database hosting, email hosting, data center administration, and data backup/recovery | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $225,896 | ExpenseAmt |
| Revenue | $227,205 | RevenueAmt |
| Desc | Outsourcing services including help desk, computer remote troubleshooting, telecommunications circuits, server support, and software maintenance. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,209,121 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UWGC FINANCE AND OPERATIONS | PersonNm |
| Phone | 5137627100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2035 READING ROAD | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 452021478 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JANET JACKSON | ||||||||
| Board Chair | 1.0 | 53.0 | Yes (X) | Yes (X) | $0 | $274,115 | $0 | |
| ROB REIFSNYDER | ||||||||
| Board Member | 1.0 | 70.0 | Yes (X) | $379,194 | $44,345 | |||
| JOE TOLAN | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $223,686 | $36,149 | |||
| BOBBY SMITH | ||||||||
| Secretary | 1.0 | 40.0 | Yes (X) | Yes (X) | $137,508 | $23,548 | ||
| Carole Leigh Hutton | ||||||||
| Board Member | 1.0 | 60.0 | Yes (X) | $224,325 | $24,673 | |||
| Ann Murtlow | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $167,345 | $12,470 | |||
| Karen Mathison | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $140,385 | $6,738 | |||
| Orvin Kimbrough | ||||||||
| Board Member | 1.0 | 40.0 | Yes (X) | $253,916 | $25,629 | |||
| WINSTON FAIRCLOTH | ||||||||
| CEO | 50.0 | Yes (X) | $168,534 | $27,763 | ||||
| David Poe | ||||||||
| Chief Technical Officer | 50.0 | $124,745 | $24,238 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $293,279 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,800,474 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $225,553 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VERIZON WIRELESS - LEHIGH VALLEY | |||||
| PO BOX 25506 | LEHIGH | PA | 18002 | CELLULAR PHONES | $139,541 |
| ANTHEM | |||||
| PO BOX 105673 | ATLANTA | GA | 30348 | HEALTH CARE PREM. | $101,105 |
| UNITED HEALTHCARE | |||||
| 9050 Centre Pointe Drive Suite 400 | WEST CHESTER | OH | 45069 | Health Care Prem. | $130,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $8,798 | AllOtherContributionsAmt |
| Total Contributions | $8,798 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INFORMATION SERVICES | 541519 | $1,856,000 | $1,856,000 |
| HOSTING SERVICES | 541519 | $1,763,366 | $1,763,366 |
| OUTSOURCING SERVICES | 541519 | $227,205 | $227,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,846,571 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,350 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT AND GENERAL REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,552 | TotalRevenueColumnAmt |
| Exclusion | $2,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,552 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,892,271 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,846,571 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,552 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,133 | TotalAmt |
| Program Services | $83,566 | ProgramServicesAmt |
| Management And General | $83,567 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,828,978 | TotalAmt |
| Program Services | $1,691,996 | ProgramServicesAmt |
| Management And General | $136,982 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,883 | TotalAmt |
| Program Services | $254,666 | ProgramServicesAmt |
| Management And General | $27,217 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,796 | TotalAmt |
| Program Services | $134,703 | ProgramServicesAmt |
| Management And General | $22,093 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,603 | TotalAmt |
| Program Services | $117,016 | ProgramServicesAmt |
| Management And General | $124,587 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,156 | TotalAmt |
| Program Services | $253,522 | ProgramServicesAmt |
| Management And General | $45,634 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,876 | TotalAmt |
| Program Services | $31,478 | ProgramServicesAmt |
| Management And General | $13,398 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,964 | TotalAmt |
| Program Services | $26,431 | ProgramServicesAmt |
| Management And General | $22,533 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,614 | TotalAmt |
| Program Services | $328,649 | ProgramServicesAmt |
| Management And General | $9,965 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRINTING AND PUBLICATIONS | $4,863 | $957 | $3,906 |
| EQUIPMENT | $296,361 | $286,137 | $10,224 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,709,227 | TotalAmt |
| Program Services | $3,209,121 | ProgramServicesAmt |
| Management And General | $500,106 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,897 | BOYAmt |
| EOY | $580,248 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,996 | BOYAmt |
| EOY | $107,998 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,650 | BOYAmt |
| EOY | $82,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,053,842 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,602,693 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,005 | BOYAmt |
| EOY | $451,149 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $858,548 | BOYAmt |
| EOY | $1,221,761 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,372 | BOYAmt |
| EOY | $210,442 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,199 | BOYAmt |
| EOY | $18,870 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,774 | BOYAmt |
| EOY | $34,820 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,453 | BOYAmt |
| EOY | $331,835 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,798 | BOYAmt |
| EOY | $595,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,558 | BOYAmt |
| EOY | $474,602 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,192 | BOYAmt |
| EOY | $151,192 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,750 | BOYAmt |
| EOY | $625,794 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $858,548 | BOYAmt |
| EOY | $1,221,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $183,044 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (8 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| UNITED WAY OF GREATER CINCINNATI | |||||
| 310537502 | 03 | false | Yes (true) | Yes (true) | $0 |
| UNITED WAY OF CENTRAL OHIO | |||||
| 314393712 | 03 | false | Yes (true) | Yes (true) | $0 |
| UNITED WAY OF GREATER HIGH POINT | |||||
| 560547486 | 03 | false | Yes (true) | Yes (true) | $0 |
| UNITED WAY OF CENTRAL INDIANA | |||||
| 351007590 | 03 | false | Yes (true) | Yes (true) | $0 |
| METRO UNITED WAY | |||||
| 610444680 | 03 | false | Yes (true) | Yes (true) | $0 |
| UNITED WAY OF GREATER TOLEDO | |||||
| 344427947 | 03 | false | Yes (true) | Yes (true) | $0 |
| UNITED WAY OF GREATER ST LOUIS | |||||
| 430714167 | 03 | false | Yes (true) | Yes (true) | $0 |
| UNITED WAY SILICON VALLEY | |||||
| 941450153 | 03 | false | Yes (true) | Yes (true) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 8 | SupportedOrganizationsTotalCnt |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,635 | DepreciationAmt |
| Book Value | $6,576 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,487,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,347,755 | DepreciationAmt |
| Book Value | $139,986 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $547,890 | OtherCostOrOtherBasisAmt |
| Depreciation | $243,303 | DepreciationAmt |
| Book Value | $304,587 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $451,149 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT PORTION OF OBLIGATIONS UNDER CAPITAL LEASES | $121,023 |
| LONG-TERM OBLIGATIONS UNDER CAPITAL LEASES | $210,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $331,835 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,892,271 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $3,892,271 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,892,271 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,709,227 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,709,227 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,709,227 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FIN 48 (ASC 740) Footnote | FormAndLineReferenceDesc |
| Explanation | Part X, Line 2 The Organization recognizes the financial statement effect of an uncertain tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The Organization did not recognize any liabilities for uncertain tax positions during the years ended June 30, 2014 or 2013. Open tax years include 2013, 2012, and 2011. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WINSTON FAIRCLOTH | ||||||||||||||
| CEO | $167,626 | $908 | $10,497 | $17,266 | $196,297 | |||||||||
| JANET JACKSON | ||||||||||||||
| Board Chair | $0 | $0 | $0 | $0 | $0 | $246,318 | $0 | $25,000 | $2,797 | $0 | $0 | $274,115 | $0 | $0 |
| ROB REIFSNYDER | ||||||||||||||
| Board Member | $328,299 | $20,000 | $30,895 | $20,273 | $24,072 | $423,539 | ||||||||
| JOE TOLAN | ||||||||||||||
| Board Member | $220,375 | $0 | $3,311 | $31,316 | $4,833 | $259,835 | ||||||||
| BOBBY SMITH | ||||||||||||||
| Secretary | $134,460 | $3,048 | $10,530 | $13,018 | $161,056 | |||||||||
| Carole Leigh Hutton | ||||||||||||||
| Board Member | $224,325 | $11,250 | $13,423 | $248,998 | ||||||||||
| Ann Murtlow | ||||||||||||||
| Board Member | $167,133 | $212 | $12,470 | $179,815 | ||||||||||
| Orvin Kimbrough | ||||||||||||||
| Board Member | $217,250 | $40,000 | -$3,334 | $23,448 | $2,181 | $279,545 | ||||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Janet Jackson | FormAndLineReferenceDesc |
| Explanation | Schedule J, Line 4b UNITED WAY OF CENTRAL OHIO HAS ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WITH THEIR CEO WHICH PROVIDES A LUMP SUM BENEFIT TO BE PAID TO THE EMPLOYEE OF $850,000 UPON REACHING THE NORMAL RETIREMENT AGE OF 65. THE BENEFIT VESTS AT GRADUAL INCREASING PERCENTAGES BEGINNING AT AGE 54. THE ACCRUED RETIREMENT BENEFITS ARE APPROXIMATELY $510,000 AS OF MARCH 31, 2013. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part VI, Section A, Line 1b | The UPIC board reported in Part VII of the organization are all officers of related entities, and are compensated by those related organizations. Their compensation by related entities causes these board members to not be independent voting members of UPIC. However, UPIC is subject to the overall governance of the board of their related entities. |
| Part VI, Section A, Lines 6 & 7a | Form 990, Part VI, Section A, Lines 6 & 7a UPIC Solutions, Inc. 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 Solutions, Inc. and who enter into a Founders Membership Agreement with UPIC Solutions, Inc. Patron Members are those local United Ways (or similarly situated nonprofit organizations) who elect to purchase services from UPIC Solutions, Inc. only. Founding Members serve as the sole voting members of UPIC Solutions, Inc. and exercise the following reserved powers: Approval of annual operating and capital budgets, election and 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 Article or Bylaws of the corporation. Patron Members do not have any vote on any matter. |
| Part VI, Section A, Line 8b | The 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. |
| Part VI, Section A, Line 9 | Form 990, Part VI, Section A, Line 9 Janet Jackson - 360 South Third Street, Columbus, OH 43215 Robert Reifsnyder - 2400 Reading Road, Cincinnati, OH 45202 Joe Tolan - 334 East Broadway, P.O. Box 4488, Louisville, KY 40204-0488 Ann D. Murtlow - 3901 N. Meridian Street, Indianapolis, IN 46208 Bobby Smith - 201 Church Avenue, High Point, NC 27262 Carole Leigh Hutton - 1400 Parkmoor Avenue, San Jose, CA 95126 Karen Mathison - 424 Jackson Street, Toledo, OH 43604 Orvin Kimbrough - 910 N. 11th Street, St. Louis, MO 63101-1018 |
| Part VI, Section B, Line 11 | Form 990, Part VI, Section B, Line 11 Electronic 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. |
| Part VI, Section B, Line 12c | Form 990, Part VI, Section B, Line 12c Members are asked to update compliance reporting annually and update any changes as they occur. Any conflicts are brought to the board and discussed, reviewed, and voted on by the board members |
| Part VI, Section B, Line 15 | Form 990, Part VI, Section B, Line 15 The CEO's base compensation is determined by board officers and annually determined by vote of entire board. A subcommittee makes a recommendation of the salary for the CEO. 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 of key employees is determined by the CEO and included in an annual budget approval process. |
| Part VI, Section C, Line 19 | Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policy, and/or financial statements are made available to the public upon request. |
| Part VII, Line 1a | Orvin Kimbrough became a member of the UPIC Board during this fiscal year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| United Way of Greater Cincinnati | |||||||||
| 2400 Reading Rd | Cincinnati | OH | 45202 | 310537502 | IT Services | OH | 9 | 501(c)(3) | NA |
| United Way of Central Ohio | |||||||||
| 360 S 3rd St | Columbus | OH | 432155412 | 314393712 | IT Services | OH | 9 | 501(c)(3) | NA |
| United Way of Greater High Point Inc | |||||||||
| 201 Church Ave | High Point | NC | 272624805 | 560547486 | IT Services | NC | 9 | 501(c)(3) | NA |
| United Way of Central Indiana | |||||||||
| PO Box 88409 | Indianapolis | IN | 462080409 | 351007590 | IT Services | IN | 9 | 501(c)(3) | NA |
| Metro United Way Inc | |||||||||
| PO Box 4488 | Louisville | KY | 402040488 | 610444680 | IT Services | KY | 9 | 501(c)(3) | NA |
| United Way of Greater St Louis Inc | |||||||||
| 910 North 11th Street | St Louis | MO | 63101 | 430714167 | IT Services | MO | 9 | 501(c)(3) | na |
| United Way of Greater Toledo | |||||||||
| 424 Jackson Street | Toledo | OH | 43604 | 344427947 | IT Services | OH | 9 | 501(c)(3) | na |
| United Way of Silicon Valley | |||||||||
| 1400 Parkmoor Avenue Suite 250 | San Jose | CA | 951263429 | 941450153 | IT Services | CA | 9 | 501(c)(3) | na |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNITED WAY OF GREATER CINCINNATI | ||
| L | $563,070 | COST-BASED |
| UNITED WAY OF GREATER CINCINNATI | ||
| M | $56,700 | MARKET-BASED |
| UNITED WAY OF CENTRAL OHIO | ||
| L | $352,608 | COST-BASED |
| UNITED WAY OF GREATER HIGH POINT INC | ||
| L | $74,818 | COST-BASED |
| UNITED WAY OF CENTRAL INDIANA | ||
| L | $561,162 | COST-BASED |
| METRO UNITED WAY INC | ||
| L | $561,162 | COST-BASED |
| UNITED WAY OF GREATER ST LOUIS INC | ||
| L | $334,955 | COST-BASED |
| UNITED WAY OF GREATER TOLEDO | ||
| L | $197,488 | COST-BASED |
| UNITED WAY OF SILICON VALLEY | ||
| L | $45,759 | COST-BASED |