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Nonprofiteer
← UPIC SOLUTIONS INC

Form 990 for tax year 2023

Filed by UPIC SOLUTIONS INC.

Totals

Total revenue
$7,868,321
Total expenses
$7,871,834
Contributions and grants received
$117
Grants paid
$0
Program service revenue
$7,807,589
Investment income
$47,953
Other revenue
$12,662
Total assets, end of year
$2,977,922
Total liabilities, end of year
$554,443
Net assets or fund balances, end of year
$2,423,479
Program services expenses (Part IX)
$6,698,941
Management and general expenses
$1,172,893
Fundraising expenses
$0
Program service expenses (Part III)
$6,698,941

Program services were 85.1% 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

    $117

  • 2a · Program service revenue: INFORMATION SERVICES

    total $4,367,134 · related or exempt $4,289,466 · unrelated business $77,668

  • 2b · Program service revenue: HOSTING SERVICES

    total $3,440,455 · related or exempt $3,440,455

  • 3 · Investment income

    total $47,953 · excluded $47,953

  • 11a · Other revenue: ADMINISTRATIVE INCOME

    total $12,662 · related or exempt $12,662

  • 11e · Other revenue, total

    $12,662

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,609,611 · program services $1,397,285 · management and general $212,326

  • 7 · Other salaries and wages

    total $2,821,067 · program services $2,466,790 · management and general $354,277

  • 8 · Pension plan contributions

    total $143,067 · program services $122,367 · management and general $20,700

  • 9 · Other employee benefits

    total $249,783 · program services $199,988 · management and general $49,795

  • 10 · Payroll taxes

    total $316,551 · program services $269,405 · management and general $47,146

  • 11b · Fees: legal

    total $12,690 · management and general $12,690

  • 11c · Fees: accounting

    total $16,351 · program services $14,800 · management and general $1,551

  • 11g · Fees: other

    total $343,649 · program services $250,802 · management and general $92,847

  • 13 · Office expenses

    total $96,138 · program services $86,524 · management and general $9,614

  • 14 · Information technology

    total $32,593 · program services $16,889 · management and general $15,704

  • 17 · Travel

    total $277,426 · program services $191,391 · management and general $86,035

  • 19 · Conferences, conventions and meetings

    total $178,411 · program services $19,609 · management and general $158,802

  • 22 · Depreciation, depletion and amortization

    total $8,758 · program services $2,446 · management and general $6,312

  • 24a · Other expenses: IT EQUIPMENT & LICENSES

    total $1,702,393 · program services $1,638,266 · management and general $64,127

  • 24b · Other expenses: PRINTING AND PUBLICATIO

    total $38,964 · program services $2,985 · management and general $35,979

  • 24c · Other expenses: TELEPHONE

    total $24,382 · program services $19,394 · management and general $4,988

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,070,982 · end of year $382,334

  • 2 · Savings and temporary cash investments

    end of year $115,293

  • 4 · Accounts receivable

    beginning of year $150,885 · end of year $526,221

  • 9 · Prepaid expenses and deferred charges

    beginning of year $153,427 · end of year $190,253

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

    $907,357

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

    $855,954

  • 10c · Land, buildings and equipment, net

    beginning of year $9,619 · end of year $51,403

  • 11 · Investments: publicly traded securities

    beginning of year $1,619,382 · end of year $1,655,995

  • 15 · Other assets

    beginning of year $73,547 · end of year $56,423

  • 17 · Accounts payable and accrued expenses

    beginning of year $591,355 · end of year $448,676

  • 19 · Deferred revenue

    beginning of year $20,456 · end of year $46,840

  • 25 · Other liabilities

    beginning of year $69,739 · end of year $58,927

  • 27 · Net assets without donor restrictions

    beginning of year $2,396,292 · end of year $2,423,479

Mission and programs · 2023

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 $3,874,415 · Revenue $3,440,455

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

    Expenses $2,824,526 · Revenue $4,367,134

As filed on the 2023 return.

Listed in Part VII

  • MUTHONI KORI KASTNER

    VP OF FINNACE

    Total calculated
    $143,382
    From this org
    $125,713
    From related orgs
    $0
    Other
    $17,669
    Hours/week
    1

  • VANDER CORLISS

    BOARD VICE CHAIR

    Total calculated
    $199,649
    From this org
    $167,577
    From related orgs
    $0
    Other
    $32,072
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $167,577
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $32,072
    Filer's total
    $199,649

  • BETSY LOWDER

    BOARD MEMBER

    Total calculated
    $136,371
    From this org
    $106,015
    From related orgs
    $0
    Other
    $30,356
    Hours/week
    1

  • MATTHEW MORRIS

    TREASURER

    Total calculated
    $135,989
    From this org
    $124,980
    From related orgs
    $0
    Other
    $11,009
    Hours/week
    1

  • MELANIE GRESSON

    BOARD MEMBER

    Total calculated
    $119,370
    From this org
    $114,465
    From related orgs
    $0
    Other
    $4,905
    Hours/week
    1

  • BENJAMIN DONLON

    BOARD MEMBER

    Total calculated
    $131,204
    From this org
    $114,941
    From related orgs
    $0
    Other
    $16,263
    Hours/week
    1

  • SUZY ANTHONY

    CHAIR

    Total calculated
    $0
    Hours/week
    0

  • JOHN TAYLOR

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0

  • WENDY PESTRUE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • GRIFFIN DAMPIER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • CHRIS SARGENT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • TOMMIE LEWIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • NANCY BOHMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • JR HOWARD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $217,842
    From this org
    $181,627
    From related orgs
    $0
    Other
    $36,215
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $181,627
    Bonus
    $0
    Other
    $0
    Deferred
    $12,568
    Nontaxable benefits
    $23,647
    Filer's total
    $217,842

  • DAVID BURLEY

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $193,911
    From this org
    $182,181
    From related orgs
    $0
    Other
    $11,730
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $182,181
    Bonus
    $0
    Other
    $0
    Deferred
    $11,730
    Nontaxable benefits
    $0
    Filer's total
    $193,911

  • DON BAYNE

    VP OF MGMT & GENERAL

    Total calculated
    $172,398
    From this org
    $151,837
    From related orgs
    $0
    Other
    $20,561
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $151,837
    Bonus
    $0
    Other
    $0
    Deferred
    $9,446
    Nontaxable benefits
    $11,115
    Filer's total
    $172,398

  • HEATHER REED

    VP OF NETWORK STRATEGY

    Total calculated
    $159,494
    From this org
    $150,466
    From related orgs
    $0
    Other
    $9,028
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $150,466
    Bonus
    $0
    Other
    $0
    Deferred
    $9,028
    Nontaxable benefits
    $0
    Filer's total
    $159,494

  • CHRIS CAMPBELL

    DIRECTOR OF CASCADE

    Total calculated
    $146,284
    From this org
    $129,658
    From related orgs
    $0
    Other
    $16,626
    Hours/week
    1

  • ERIC SELLER

    DIRECTOR OF PRODUCT DEVEL.

    Total calculated
    $156,684
    From this org
    $128,700
    From related orgs
    $0
    Other
    $27,984
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $128,700
    Bonus
    $0
    Other
    $0
    Deferred
    $7,937
    Nontaxable benefits
    $20,047
    Filer's total
    $156,684

  • CRAIG IRVIN

    DIRECTOR OF IT OPERATIONS

    Total calculated
    $138,874
    From this org
    $121,231
    From related orgs
    $0
    Other
    $17,643
    Hours/week
    1

  • BRIANNE WAUGH

    VP OF ORGANIZATIONAL DEVELOPMENT

    Total calculated
    $119,564
    From this org
    $112,796
    From related orgs
    $0
    Other
    $6,768
    Hours/week
    1

  • BRIAN MILLER

    SENIOR DEVELOPER

    Total calculated
    $134,161
    From this org
    $111,565
    From related orgs
    $0
    Other
    $22,596
    Hours/week
    1

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
2023
Filed
10 March 2025
IRS schema version
2023v6.0
Source object
202530929349300013

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