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Nonprofiteer
← UPIC SOLUTIONS INC

Form 990 for tax year 2024

Filed by UPIC SOLUTIONS INC.

Totals

Total revenue
$8,583,548
Total expenses
$8,577,805
Contributions and grants received
$359
Grants paid
$0
Program service revenue
$8,526,079
Investment income
$49,720
Other revenue
$7,390
Total assets, end of year
$3,021,271
Total liabilities, end of year
$548,278
Net assets or fund balances, end of year
$2,472,993
Program services expenses (Part IX)
$7,109,697
Management and general expenses
$1,468,108
Fundraising expenses
$0
Program service expenses (Part III)
$7,109,697

Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $359

  • 2a · Program service revenue: INFORMATION SERVICES

    total $4,822,623 · related or exempt $4,718,600 · unrelated business $104,023

  • 2b · Program service revenue: HOSTING SERVICES

    total $3,703,456 · related or exempt $3,703,456

  • 3 · Investment income

    total $49,720 · excluded $49,720

  • 11a · Other revenue: ADMINISTRATIVE INCOME

    total $7,390 · related or exempt $7,390

  • 11e · Other revenue, total

    $7,390

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $861,855 · program services $730,192 · management and general $131,663

  • 7 · Other salaries and wages

    total $3,881,470 · program services $3,304,616 · management and general $576,854

  • 8 · Pension plan contributions

    total $197,467 · program services $165,965 · management and general $31,502

  • 9 · Other employee benefits

    total $359,490 · program services $275,848 · management and general $83,642

  • 10 · Payroll taxes

    total $363,587 · program services $300,633 · management and general $62,954

  • 11b · Fees: legal

    total $16,598 · management and general $16,598

  • 11c · Fees: accounting

    total $16,550 · program services $14,800 · management and general $1,750

  • 11g · Fees: other

    total $304,420 · program services $188,277 · management and general $116,143

  • 13 · Office expenses

    total $219,713 · program services $201,093 · management and general $18,620

  • 14 · Information technology

    total $55,720 · program services $26,571 · management and general $29,149

  • 17 · Travel

    total $269,881 · program services $168,250 · management and general $101,631

  • 19 · Conferences, conventions and meetings

    total $135,912 · program services $21,452 · management and general $114,460

  • 22 · Depreciation, depletion and amortization

    total $26,322 · management and general $26,322

  • 24a · Other expenses: IT EQUIPMENT & LICENSES

    total $1,770,146 · program services $1,643,933 · management and general $126,213

  • 24b · Other expenses: PRINTING AND PUBLICATIO

    total $73,767 · program services $48,749 · management and general $25,018

  • 24c · Other expenses: TELEPHONE

    total $24,907 · program services $19,318 · management and general $5,589

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $382,334 · end of year $426,041

  • 2 · Savings and temporary cash investments

    beginning of year $115,293 · end of year $138,911

  • 4 · Accounts receivable

    beginning of year $526,221 · end of year $399,171

  • 9 · Prepaid expenses and deferred charges

    beginning of year $190,253 · end of year $169,028

  • 10a · Land, buildings and equipment: cost or other basis

    $907,357

  • 10b · Land, buildings and equipment: accumulated depreciation

    $878,069

  • 10c · Land, buildings and equipment, net

    beginning of year $51,403 · end of year $29,288

  • 11 · Investments: publicly traded securities

    beginning of year $1,655,995 · end of year $1,817,856

  • 15 · Other assets

    beginning of year $56,423 · end of year $40,976

  • 17 · Accounts payable and accrued expenses

    beginning of year $448,676 · end of year $423,988

  • 19 · Deferred revenue

    beginning of year $46,840 · end of year $77,695

  • 25 · Other liabilities

    beginning of year $58,927 · end of year $46,595

  • 27 · Net assets without donor restrictions

    beginning of year $2,423,479 · end of year $2,472,993

Mission and programs · 2024

Mission

THE MISSION OF UPIC SOLUTIONS, INC. IS TO HELP UNITED WAYS MOBILIZE THE CARING POWER OF COMMUNITIES AND ADVANCE THE COMMON GOOD BY PROVIDING STATE-OF-THE ART BUSINESS AND TECHNOLOGY SOLUTIONS.

  • HOSTING SERVICES INCLUDING DATABASE HOSTING, EMAIL HOSTING, DATA CENTER ADMINISTRATION, AND DATA BACKUP/RECOVERY

    Expenses $4,067,826 · Revenue $3,703,456

  • INFORMATION SERVICES INCLUDING DATABASE SUPPORT/ADMINISTRATION, REPORT WRITING, USER TRAINING, AND PLEDGE CAPTURE SERVICES

    Expenses $3,041,871 · Revenue $4,725,990

As filed on the 2024 return.

Listed in Part VII

  • VANDER CORLISS

    BOARD TREASURER (CURRENT)

    Total calculated
    $214,950
    From this org
    $0
    From related orgs
    $179,688
    Other
    $35,262
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,706 related
    Bonus
    $0 + $16,424 related
    Other
    $0 + -$3,442 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $35,262 related
    Filer's total
    $0 + $214,950 related

  • WENDY PESTRUE

    BOARD MEMBER

    Total calculated
    $190,759
    From this org
    $0
    From related orgs
    $180,399
    Other
    $10,360
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,346 related
    Bonus
    $0 + $10,053 related
    Other
    $0
    Deferred
    $0 + $9,698 related
    Nontaxable benefits
    $0 + $662 related
    Filer's total
    $0 + $190,759 related

  • MEL GRESSON

    BOARD MEMBER

    Total calculated
    $134,027
    From this org
    $0
    From related orgs
    $128,320
    Other
    $5,707
    Hours/week
    1 + 40 related

  • GRIFFIN DAMPIER

    BOARD MEMBER

    Total calculated
    $83,999
    From this org
    $80,949
    From related orgs
    $0
    Other
    $3,050
    Hours/week
    40

  • SARA FOWLER

    BOARD MEMBER

    Total calculated
    $83,412
    From this org
    $0
    From related orgs
    $60,646
    Other
    $22,766
    Hours/week
    1 + 40 related

  • BETSY LOWDER

    BOARD MEMBER

    Total calculated
    $130,172
    From this org
    $0
    From related orgs
    $108,106
    Other
    $22,066
    Hours/week
    1 + 40 related

  • BENJAMIN DONLON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRIS SARGENT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TOMMIE LEWIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NANCY BOHMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUZY ANTHONY

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOHN TAYLOR

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOSH HOWARD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $236,821
    From this org
    $202,493
    From related orgs
    $0
    Other
    $34,328
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,493
    Bonus
    $0
    Other
    $0
    Deferred
    $12,150
    Nontaxable benefits
    $22,178
    Filer's total
    $236,821

  • DAVID BURLEY

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $210,202
    From this org
    $197,067
    From related orgs
    $0
    Other
    $13,135
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,067
    Bonus
    $0
    Other
    $0
    Deferred
    $11,824
    Nontaxable benefits
    $1,311
    Filer's total
    $210,202

  • MATTHEW MORRIS

    CHIEF FINANCIAL OFFICER (BOARD MEMBER BEG. YEAR)

    Total calculated
    $185,669
    From this org
    $105,788
    From related orgs
    $59,154
    Other
    $20,727
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $105,788 + $59,154 related
    Bonus
    $0
    Other
    $0
    Deferred
    $6,347 + $3,056 related
    Nontaxable benefits
    $9,475 + $1,849 related
    Filer's total
    $121,610 + $64,059 related

  • SONI MUTHONI KASTNER

    VP OF FINANCE

    Total calculated
    $50,089
    From this org
    $47,015
    From related orgs
    $0
    Other
    $3,074
    Hours/week
    40

  • HEATHER REED

    VP OF NETWORK STRATEGY

    Total calculated
    $159,134
    From this org
    $150,126
    From related orgs
    $0
    Other
    $9,008
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,126
    Bonus
    $0
    Other
    $0
    Deferred
    $9,008
    Nontaxable benefits
    $0
    Filer's total
    $159,134

  • DON BAYNE

    VP OF MGMT & GENERAL

    Total calculated
    $155,629
    From this org
    $137,177
    From related orgs
    $0
    Other
    $18,452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,177
    Bonus
    $0
    Other
    $0
    Deferred
    $8,231
    Nontaxable benefits
    $10,221
    Filer's total
    $155,629

  • ERIC SELLER

    DIRECTOR OF PRODUCT DEVEL.

    Total calculated
    $156,334
    From this org
    $132,647
    From related orgs
    $0
    Other
    $23,687
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,647
    Bonus
    $0
    Other
    $0
    Deferred
    $7,959
    Nontaxable benefits
    $15,728
    Filer's total
    $156,334

  • CHRIS CAMPBELL

    DIRECTOR OF CASCADE

    Total calculated
    $148,439
    From this org
    $132,989
    From related orgs
    $0
    Other
    $15,450
    Hours/week
    40

  • CRAIG IRVIN

    DIRECTOR OF IT OPERATIONS

    Total calculated
    $140,921
    From this org
    $124,396
    From related orgs
    $0
    Other
    $16,525
    Hours/week
    40

  • BRIAN MILLER

    SENIOR DEVELOPER

    Total calculated
    $140,757
    From this org
    $113,424
    From related orgs
    $0
    Other
    $27,333
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
11 March 2026
IRS schema version
2024v5.5
Source object
202621319349304677

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