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← UNIVERSITY PROFESSIONAL & CONTINUING EDUCATION ASSOCIATION

Form 990 for tax year 2022

Filed by UNIVERSITY PROFESSIONAL & CONTINUING EDUCATION ASSOCIATION.

Totals

Total revenue
$5,331,650
Total expenses
$4,739,626
Contributions and grants received
$422,148
Grants paid
$0
Program service revenue
$4,759,511
Investment income
$89,760
Other revenue
$60,231
Total assets, end of year
$4,798,766
Total liabilities, end of year
$2,758,086
Net assets or fund balances, end of year
$2,040,680
Program services expenses (Part IX)
$3,224,929
Management and general expenses
$1,331,004
Fundraising expenses
$183,693
Program service expenses (Part III)
$3,224,929

Program services were 68.0% 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.

  • 1e · Government grants (contributions)

    $421,648

  • 1f · All other contributions, gifts and grants

    $500

  • 1g · Noncash contributions included above

    $500

  • 2a · Program service revenue: CONFERENCE

    total $2,247,576 · related or exempt $2,247,576

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $1,546,867 · related or exempt $1,546,867

  • 2c · Program service revenue: SPONSORSHIPS

    total $505,235 · related or exempt $505,235

  • 2d · Program service revenue: CONSULTING

    total $396,433 · related or exempt $396,433

  • 2e · Program service revenue: JOB LISTINGS

    total $62,975 · unrelated business $62,975

  • 2f · All other program service revenue

    total $425 · related or exempt $425

  • 3 · Investment income

    total $106,159 · excluded $106,159

  • 7a · Gross sales of assets other than inventory

    securities $133,261

  • 7b · Less cost or other basis and sales expenses

    securities $149,660

  • 7c · Gain or loss

    securities -$16,399

  • 7d · Net gain or loss

    total -$16,399 · excluded -$16,399

  • 11a · Other revenue: HOTEL REBATE

    total $58,874 · excluded $58,874

  • 11b · Other revenue: MISCELLANEOUS

    total $1,357 · excluded $1,357

  • 11e · Other revenue, total

    $60,231

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $778,704 · program services $397,604 · management and general $294,740 · fundraising $86,360

  • 7 · Other salaries and wages

    total $1,486,501 · program services $949,908 · management and general $480,719 · fundraising $55,874

  • 8 · Pension plan contributions

    total $142,925 · program services $92,716 · management and general $45,631 · fundraising $4,578

  • 9 · Other employee benefits

    total $116,735 · program services $74,691 · management and general $37,364 · fundraising $4,680

  • 10 · Payroll taxes

    total $147,968 · program services $88,781 · management and general $50,309 · fundraising $8,878

  • 11b · Fees: legal

    total $3,174 · management and general $3,174

  • 11c · Fees: accounting

    total $44,868 · management and general $44,868

  • 11f · Fees: investment management

    total $17,282 · management and general $17,282

  • 11g · Fees: other

    total $517,848 · program services $497,983 · management and general $19,865

  • 12 · Advertising and promotion

    total $48,574 · program services $38,859 · management and general $2,429 · fundraising $7,286

  • 13 · Office expenses

    total $180,720 · program services $108,322 · management and general $66,549 · fundraising $5,849

  • 14 · Information technology

    total $17,986 · program services $3,212 · management and general $14,774

  • 16 · Occupancy

    total $20,020 · program services $12,012 · management and general $5,005 · fundraising $3,003

  • 17 · Travel

    total $69,704 · program services $55,764 · management and general $6,970 · fundraising $6,970

  • 19 · Conferences, conventions and meetings

    total $903,064 · program services $794,696 · management and general $108,368

  • 23 · Insurance

    total $20,771 · program services $2,077 · management and general $18,694

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $143,816 · program services $80,537 · management and general $63,279

  • 24b · Other expenses: PROF. DEVELOPMENT

    total $59,994 · program services $11,999 · management and general $47,995

  • 24c · Other expenses: GIFTS & AWARDS

    total $13,435 · program services $13,435

  • 24d · Other expenses: BUS. REG./FILING FEES

    total $2,382 · program services $253 · management and general $2,129

  • 24e · All other expenses

    total $3,155 · program services $2,080 · management and general $860 · fundraising $215

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,106,690 · end of year $1,552,938

  • 2 · Savings and temporary cash investments

    beginning of year $59,396 · end of year $607,652

  • 4 · Accounts receivable

    beginning of year $280,374 · end of year $190,049

  • 9 · Prepaid expenses and deferred charges

    beginning of year $81,672 · end of year $63,126

  • 11 · Investments: publicly traded securities

    beginning of year $2,196,133 · end of year $2,349,636

  • 12 · Investments: other securities

    beginning of year $19,308 · end of year $19,308

  • 15 · Other assets

    beginning of year $0 · end of year $16,057

  • 17 · Accounts payable and accrued expenses

    beginning of year $440,053 · end of year $240,190

  • 19 · Deferred revenue

    beginning of year $1,485,817 · end of year $2,001,839

  • 24 · Unsecured notes and loans payable

    beginning of year $500,000 · end of year $500,000

  • 25 · Other liabilities

    beginning of year $0 · end of year $16,057

  • 27 · Net assets without donor restrictions

    beginning of year $1,317,703 · end of year $2,040,680

Mission and programs · 2022

Mission

UNIVERSITY PROFESSIONAL AND CONTINUING EDUCATION ASSOCIATION (UPCEA) ADVANCES LEADERSHIP IN PROFESSIONAL, CONTINUING AND ONLINE EDUCATION. THE ASSOCIATION IS DEDICATED TO MEETING THE NEEDS OF PROFESSIONAL MEMBERS AND THE INSTITUTIONS THEY SERVE.

Activities or mission (Part I)

SEE PART III, LINE 1.

  • ANNUAL CONFERENCE AND SEMINARS: A GATHERING OF HIGHER EDUCATION PROFESSIONALS WHO DEVELOP, IMPLEMENT, AND PROMOTE PROFESSIONAL, CONTINUING AND ONLINE EDUCATION. THE ANNUAL CONFERENCE OFFERS RELEVANT AND ENGAGING WORKSHOPS, A LIVELY EXHIBIT HALL, THOUGHT-PROVOKING KEYNOTE SPEAKERS, AND IN-DEPTH PANEL DISCUSSIONS AND CONCURRENT SESSIONS. A VARIETY OF SPECIAL INTEREST SEMINARS ARE OFFERED TO THE CONTINUING EDUCATION COMMUNITY THAT PROVIDE A FORUM FOR DISCUSSION ABOUT VARYING ASPECTS OF THE FIELD AND SUPPORTS THE DISSEMINATION OF BEST PRACTICES.REGION ACTIVITIES: UPCEA' S FIVE REGION'S PROVIDE OPPORTUNITIES FOR MEMBERS TO EXAMINE ISSUES OF LOCAL. AND REGIONAL IMPORTANCE, TO DEVELOP COLLABORATIVE INITIATIVES, AND TO NETWORK WITH AREA COLLEAGUES. THE ECONOMIES OF GEOGRAPHY ALSO FURNISH COST-EFFECTIVE WAYS FOR NEW AND MID-LEVEL STAFF TO PARTICIPATE IN THE REGIONAL CONFERENCE, WHETHER INDIVIDUALLY OR AS A TEAM.

    Expenses $1,700,615 · Revenue $2,071,080

  • UPCEA RESEARCH AND CONSULTING (URC) FORMERLY CENTER FOR RESEARCH & CONSULTING AND CENTER FOR ONLINE LEADERSHIP & STRATEGY: CENTER FOR RESEARCH & CONSULTING CONDUCTS BENCHMARKING STUDIES AND CUSTOMIZED ENROLLMENT AND MARKETING STUDIES FOR MEMBER INSTITUTIONS. THE CENTER FOR ONLINE LEADERSHIP & STRATEGY HELPS MEMBER INSTITUTIONS LEVERAGE ONLINE EDUCATION AS A CRITICAL STRATEGIC ASSET.

    Expenses $639,151 · Revenue $459,408

  • MEMBERSHIP SERVICES: AN INSTITUTIONALLY-BASED MEMBERSHIP ORGANIZATION, MEMBERSHIP IS COMPOSED OF REGIONALLY ACCREDITED, DEGREE-GRANTING UNIVERSITIES AND COLLEGES. INDIVIDUALS AT THESE MEMBER INSTITUTIONS ARE ELIGIBLE TO JOIN THE ASSOCIATION AS PROFESSIONAL MEMBERS. THE ASSOCIATION'S MEMBERSHIP HAS APPROXIMATELY 558 INSTITUTIONAL MEMBERS AND AFFILIATES, AND 14,500 INDIVIDUAL MEMBERS.ADDITIONAL PROGRAMS INCLUDE PUBLICATIONS AND COMMUNICATIONS THAT INCLUDE RELEVANT INDUSTRY TOPICS, VARIOUS NETWORK GROUPS AND OPPORTUNITIES, AWARD PROGRAMS, AND OTHER MISCELLANEOUS ACTIVITIES IN ALIGNMENT WITH UPCEA'S MISSION.

    Expenses $646,025 · Revenue $2,052,102

  • PROFESSIONAL DEVELOPMENT: PROVIDES THE ESSENTIAL SKILLS AND KNOWLEDGE NEEDED TO EARN A RECOGNIZABLE CREDENTIAL FROM THE LEADING ASSOCIATION FOR PROFESSIONAL, CONTINUING, AND ONLINE (PCO) EDUCATION. FACILITATED BY LEADING EXPERTS WITH REAL-WORLD EXPERIENCE IN THE FIELD, OUR PROGRAMS OFFER HIGH-VALUE, RELEVANT CONTENT AND ACTIONABLE TAKEAWAYS FOR PRACTITIONERS AT ALL LEVELS. IT ALSO PROVIDES A FORUM FOR PEERS TO ENGAGE FROM ACROSS THE FIELD IN A VIRTUAL CLASSROOM TO STRENGTHEN UNDERSTANDING, BREADTH OF KNOWLEDGE, AND SKILLS. BADGES ARE AWARDED UPON SUCCESSFUL COMPLETION OF EACH COURSE.

    Expenses $239,138 · Revenue $176,921

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LISA TEMPLETON

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • DAVE CILAY

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    2

  • NANCY COLEMAN

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • KIM SIEGENTHALER

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • TONYA AMANKWAIA

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • MARK BERNHARD

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • TATUM THOMAS

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • JOHN CARON

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • ANDREA CARROLL GLOVER

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • STACY CHIARAMONTE

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • YAKUT GAZI

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • ROXANNE GONZALES

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • GEORGE IRVINE

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • SHINO JOHN

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • JUSTIN LOUDER

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • BREEDA MCGRATH

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • CAROLA WEIL

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • PAMELA WIMBUSH

    DIRECTOR-AT LARGE

    Total calculated
    $0
    Hours/week
    2

  • ASIM ALI

    NETWORK SENATE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL FRASCIELLO

    REGIONAL CABINET CHAIR

    Total calculated
    $0
    Hours/week
    2

  • TOMEA KNIGHT

    DIVERSITY INCLUSION CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT HANSEN

    CEO

    Total calculated
    $387,783
    From this org
    $324,360
    From related orgs
    $0
    Other
    $63,423
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $324,360
    Bonus
    $0
    Other
    $0
    Deferred
    $38,923
    Nontaxable benefits
    $24,500
    Filer's total
    $387,783

  • AMY HETIZMAN

    DEPUTY CEO

    Total calculated
    $221,380
    From this org
    $189,000
    From related orgs
    $0
    Other
    $32,380
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $189,000
    Bonus
    $0
    Other
    $0
    Deferred
    $22,680
    Nontaxable benefits
    $9,700
    Filer's total
    $221,380

  • OPAL HAWKINS

    CFO

    Total calculated
    $183,600
    From this org
    $150,000
    From related orgs
    $0
    Other
    $33,600
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $0
    Other
    $0
    Deferred
    $18,000
    Nontaxable benefits
    $15,600
    Filer's total
    $183,600

  • JULIE URNAIS

    VP STRATEGIC INITIATIVES

    Total calculated
    $191,128
    From this org
    $146,900
    From related orgs
    $0
    Other
    $44,228
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $146,900
    Bonus
    $0
    Other
    $0
    Deferred
    $17,628
    Nontaxable benefits
    $26,600
    Filer's total
    $191,128

  • MOLLY NELSON

    CHIEF OPERATING OFFICER

    Total calculated
    $161,200
    From this org
    $130,000
    From related orgs
    $0
    Other
    $31,200
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $130,000
    Bonus
    $0
    Other
    $0
    Deferred
    $15,600
    Nontaxable benefits
    $15,600
    Filer's total
    $161,200

  • KIM ZASKI

    VICE PRESIDENT PARTNERSHIPS

    Total calculated
    $155,300
    From this org
    $130,000
    From related orgs
    $0
    Other
    $25,300
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $130,000
    Bonus
    $0
    Other
    $0
    Deferred
    $15,600
    Nontaxable benefits
    $9,700
    Filer's total
    $155,300

  • KATHLEEN IVES

    CHIEF BUS DEV OFFICER/SR. VP MEM.

    Total calculated
    $149,700
    From this org
    $125,000
    From related orgs
    $0
    Other
    $24,700
    Hours/week
    37.5

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 · Independent compensation consultant
  • 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.

Provenance

Return type
form_990
Tax year
2022
Filed
12 March 2024
IRS schema version
2022v5.0
Source object
202410729349300211

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