2015-03-27T15:11:26-05:00 2014-06-30 GRANT THORNTON LLP 4000 SMITH ROAD SUITE 500 CINCINNATI OH 45209 990 2013-07-01 611386122 UPIC Solutions Inc % UWGC FINANCE AND OPERATIONS UPIC 8599938200 2136 Chamber Center Drive Suite Fort Mitchell KY 41017 Lonnie Fields CFO 8599938201 2015-03-27 true Joe Bacon P00348833 8599938201 2013 2016-03-07 17:11:31Z WINSTON FAIRCLOTH 2136 Chamber Center Drive Fort Mitchell KY 41017 3892271 false X www.upicsolutions.org X 2001 KY UPIC Solutions, Inc. is a shared services organization which provides technology and information services for affiliate United Way agencies 8 0 32 0 1139 8798 3743753 3846571 -18525 34350 4018 2552 3730385 3892271 0 0 0 0 2410510 2434790 0 0 0 1416944 1274437 3827454 3709227 -97069 183044 858548 1221761 415798 595967 442750 625794 X 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. false false 1442945 1856000 Information services including database support/administration, report writing, user training, and pledge capture services 1540280 1763366 Hosting services including database hosting, email hosting, data center administration, and data backup/recovery 225896 227205 Outsourcing services including help desk, computer remote troubleshooting, telecommunications circuits, server support, and software maintenance. 3209121 true false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 15 0 true 32 true false false false false false false false false false false false X 8 0 false false false false true true false true false true false true true true true true true true true false X X UWGC FINANCE AND OPERATIONS 5137627100 2035 READING ROAD Cincinnati OH 452021478 X JANET JACKSON Board Chair 1.0 53.0 X X 0 274115 0 ROB REIFSNYDER Board Member 1.0 70.0 X 379194 44345 JOE TOLAN Board Member 1.0 40.0 X 223686 36149 BOBBY SMITH Secretary 1.0 40.0 X X 137508 23548 Carole Leigh Hutton Board Member 1.0 60.0 X 224325 24673 Ann Murtlow Board Member 1.0 40.0 X 167345 12470 Karen Mathison Board Member 1.0 40.0 X 140385 6738 Orvin Kimbrough Board Member 1.0 40.0 X 253916 25629 WINSTON FAIRCLOTH CEO 50.0 X 168534 27763 David Poe Chief Technical Officer 50.0 X 124745 24238 293279 1800474 225553 2 false true false VERIZON WIRELESS - LEHIGH VALLEY PO BOX 25506 LEHIGH PA 18002 CELLULAR PHONES 139541 ANTHEM PO BOX 105673 ATLANTA GA 30348 HEALTH CARE PREM. 101105 UNITED HEALTHCARE 9050 Centre Pointe Drive Suite 400 WEST CHESTER OH 45069 Health Care Prem. 130851 3 X 8798 8798 INFORMATION SERVICES 541519 1856000 1856000 HOSTING SERVICES 541519 1763366 1763366 OUTSOURCING SERVICES 541519 227205 227205 3846571 0 0 0 0 0 0 34350 0 0 0 MANAGEMENT AND GENERAL REVENUE 900099 2552 2552 2552 3892271 3846571 2552 0 0 0 0 167133 83566 83567 0 0 1828978 1691996 136982 0 0 281883 254666 27217 0 156796 134703 22093 0 0 0 0 0 0 0 241603 117016 124587 0 0 299156 253522 45634 0 0 0 0 44876 31478 13398 0 0 48964 26431 22533 0 0 0 338614 328649 9965 0 0 PRINTING AND PUBLICATIONS 4863 957 3906 EQUIPMENT 296361 286137 10224 3709227 3209121 500106 0 X 248897 580248 0 0 0 0 125996 107998 0 0 0 0 0 0 0 0 34650 82366 2053842 1602693 449005 451149 0 0 0 0 0 0 0 0 0 0 858548 1221761 148372 210442 0 0 23199 18870 0 0 0 0 0 0 117774 34820 0 0 126453 331835 415798 595967 X 276558 474602 166192 151192 0 0 442750 625794 858548 1221761 183044 X false true X true false X X X false false false UNITED WAY OF GREATER CINCINNATI 310537502 03 false true true 0 UNITED WAY OF CENTRAL OHIO 314393712 03 false true true 0 UNITED WAY OF GREATER HIGH POINT 560547486 03 false true true 0 UNITED WAY OF CENTRAL INDIANA 351007590 03 false true true 0 METRO UNITED WAY 610444680 03 false true true 0 UNITED WAY OF GREATER TOLEDO 344427947 03 false true true 0 UNITED WAY OF GREATER ST LOUIS 430714167 03 false true true 0 UNITED WAY SILICON VALLEY 941450153 03 false true true 0 8 0.00000 18211 11635 6576 1487741 1347755 139986 547890 243303 304587 451149 0 CURRENT PORTION OF OBLIGATIONS UNDER CAPITAL LEASES 121023 LONG-TERM OBLIGATIONS UNDER CAPITAL LEASES 210812 331835 X 3892271 3892271 3892271 3709227 3709227 3709227 FIN 48 (ASC 740) Footnote 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. X X false true false false false false false false false WINSTON FAIRCLOTH CEO 167626 908 10497 17266 196297 JANET JACKSON Board Chair 0 246318 0 25000 0 2797 0 0 0 0 0 274115 0 0 ROB REIFSNYDER Board Member 328299 20000 30895 20273 24072 423539 JOE TOLAN Board Member 220375 0 3311 31316 4833 259835 BOBBY SMITH Secretary 134460 3048 10530 13018 161056 Carole Leigh Hutton Board Member 224325 11250 13423 248998 Ann Murtlow Board Member 167133 212 12470 179815 Orvin Kimbrough Board Member 217250 40000 -3334 23448 2181 279545 Janet Jackson 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. 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. 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 false false false false false false false false false false true true false false false false false false UNITED WAY OF GREATER CINCINNATI L 563070 COST-BASED UNITED WAY OF GREATER CINCINNATI M 56700 MARKET-BASED UNITED WAY OF CENTRAL OHIO L 352608 COST-BASED UNITED WAY OF GREATER HIGH POINT INC L 74818 COST-BASED UNITED WAY OF CENTRAL INDIANA L 561162 COST-BASED METRO UNITED WAY INC L 561162 COST-BASED UNITED WAY OF GREATER ST LOUIS INC L 334955 COST-BASED UNITED WAY OF GREATER TOLEDO L 197488 COST-BASED UNITED WAY OF SILICON VALLEY L 45759 COST-BASED