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← UNIVERSITY PROFESSIONAL & CONTINUING EDUCATION ASSOCIATION

Form 990 for tax year 2023

Filed by UNIVERSITY PROFESSIONAL & CONTINUING EDUCATION ASSOCIATION.

Totals

Total revenue
$6,257,030
Total expenses
$5,567,739
Contributions and grants received
$395,000
Grants paid
$0
Program service revenue
$5,676,081
Investment income
$170,249
Other revenue
$15,700
Total assets, end of year
$5,857,937
Total liabilities, end of year
$2,925,883
Net assets or fund balances, end of year
$2,932,054
Program services expenses (Part IX)
$3,487,905
Management and general expenses
$1,402,482
Fundraising expenses
$677,352
Program service expenses (Part III)
$3,487,905

Program services were 62.6% 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)

    $395,000

  • 2a · Program service revenue: CONFERENCE

    total $2,825,501 · related or exempt $2,825,501

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $1,605,922 · related or exempt $1,605,922

  • 2c · Program service revenue: CONSULTING

    total $684,953 · related or exempt $684,953

  • 2d · Program service revenue: SPONSORSHIP

    total $264,971 · related or exempt $264,971

  • 2e · Program service revenue: PROFESSIONAL DEVELOPME

    total $180,872 · related or exempt $180,872

  • 2f · All other program service revenue

    total $113,862 · related or exempt $72,337 · unrelated business $41,525

  • 3 · Investment income

    total $176,467 · excluded $176,467

  • 7a · Gross sales of assets other than inventory

    securities $571,053

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

    securities $577,271

  • 7c · Gain or loss

    securities -$6,218

  • 7d · Net gain or loss

    total -$6,218 · excluded -$6,218

  • 11a · Other revenue: OTHER INCOME

    total $15,700 · related or exempt $15,700

  • 11e · Other revenue, total

    $15,700

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $856,881 · program services $524,559 · management and general $209,722 · fundraising $122,600

  • 7 · Other salaries and wages

    total $1,782,726 · program services $845,055 · management and general $645,224 · fundraising $292,447

  • 8 · Pension plan contributions

    total $214,109 · program services $154,868 · management and general $6,875 · fundraising $52,366

  • 9 · Other employee benefits

    total $179,791 · program services $128,260 · management and general $9,189 · fundraising $42,342

  • 10 · Payroll taxes

    total $179,091 · management and general $179,091

  • 11b · Fees: legal

    total $2,492 · management and general $2,492

  • 11c · Fees: accounting

    total $62,823 · management and general $62,823

  • 11g · Fees: other

    total $467,990 · program services $423,686 · management and general $44,304

  • 12 · Advertising and promotion

    total $193,880 · program services $32,931 · management and general $2,077 · fundraising $158,872

  • 13 · Office expenses

    total $28,866 · program services $9,830 · management and general $18,641 · fundraising $395

  • 14 · Information technology

    total $97,223 · program services $19,881 · management and general $77,090 · fundraising $252

  • 16 · Occupancy

    total $20,020 · management and general $20,020

  • 17 · Travel

    total $99,913 · program services $78,632 · management and general $15,058 · fundraising $6,223

  • 18 · Travel or entertainment for public officials

    total $12,925 · management and general $12,925

  • 19 · Conferences, conventions and meetings

    total $1,124,748 · program services $1,124,748

  • 23 · Insurance

    total $15,211 · management and general $15,211

  • 24a · Other expenses: BANK AND CREDIT CARD FE

    total $135,962 · program services $126,498 · management and general $8,020 · fundraising $1,444

  • 24b · Other expenses: INTEREST EXPENSE

    total $39,235 · management and general $39,235

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $26,684 · program services $12,878 · management and general $13,395 · fundraising $411

  • 24d · Other expenses: STAFF DEVELOPMENT

    total $16,694 · program services $1,530 · management and general $15,164

  • 24e · All other expenses

    total $10,475 · program services $4,549 · management and general $5,926

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,552,938 · end of year $282,467

  • 2 · Savings and temporary cash investments

    beginning of year $607,652 · end of year $2,584,829

  • 4 · Accounts receivable

    beginning of year $190,049 · end of year $137,556

  • 9 · Prepaid expenses and deferred charges

    beginning of year $63,126 · end of year $191,993

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

    $54,919

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

    $54,919

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,349,636 · end of year $2,625,727

  • 12 · Investments: other securities

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

  • 15 · Other assets

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

  • 17 · Accounts payable and accrued expenses

    beginning of year $240,190 · end of year $214,684

  • 19 · Deferred revenue

    beginning of year $2,001,839 · end of year $2,179,217

  • 24 · Unsecured notes and loans payable

    beginning of year $500,000 · end of year $515,925

  • 25 · Other liabilities

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

  • 27 · Net assets without donor restrictions

    beginning of year $2,040,680 · end of year $2,932,054

Mission and programs · 2023

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.

  • 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, THOUGHTPROVOKING KEYNOTE SPEAKERS, AND INDEPTH 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.

    Expenses $730,484 · Revenue $1,218,710

  • 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 $802,292 · Revenue $684,953

  • CONVERGENCE: CREDENTIAL INNOVATION IN HIGHER EDUCATION EXAMINES NEW AND EMERGING TRENDS AND MODELS, ESPECIALLY AT THE INSTITUTIONAL LEVEL, IN THE EMERGENT FIELD OF ALTERNATIVE CREDENTIALS.

    Expenses $455,753 · Revenue $507,086

  • 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 REALWORLD EXPERIENCE IN THE FIELD, OUR PROGRAMS OFFER HIGHVALUE, 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.ADDITIONAL PROGRAMS INCLUDE MARKETING AND ENROLLMENT SEMINAR, MEMBER SERVICES, DISTANCE AND LEARNING, PROFESSIONAL DEVELOPMENT, SOLA-R, AND OTHER MISCELLANEOUS ACTIVITIESIN ALIGNMENT WITH UPCEA'S MISSION.

    Expenses $1,499,376 · Revenue $3,265,332

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DAVE CILLAY

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • KIM SIEGENTHALER

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    2

  • ROBERT BRUCE

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2

  • LISA TEMPLETON

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • TONYA AMANKWATIA

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • YAKUT GAZI

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER GUYMON

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PAUL HUCKETT

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHARLES IACOVOU

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GEORGE IRVINE

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SHINO JOHN

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HEATHER MCCULLOUGH

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BREEDA MCGRATH

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOSH STEELE

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TATUM THOMAS

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TANYA ZLATEVA

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ASIM ALI

    NETWORK SENATE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JENNI MURPHY

    REGIONAL CABINET CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JASMEIAL JACKSON

    DIVERSITY & INCLUSION CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ANDREA CARROLL-GLOVER

    CORPORATE REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    2

  • ROBERT HANSEN

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $370,577
    From this org
    $299,706
    From related orgs
    $0
    Other
    $70,871
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,706
    Bonus
    $0
    Other
    $0
    Deferred
    $38,923
    Nontaxable benefits
    $31,948
    Filer's total
    $370,577

  • AMY HEITZMAN

    DEPUTY CEO & CHIEF LEARNING OFFICER

    Total calculated
    $241,456
    From this org
    $209,951
    From related orgs
    $0
    Other
    $31,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,048
    Bonus
    $4,903
    Other
    $0
    Deferred
    $23,886
    Nontaxable benefits
    $7,619
    Filer's total
    $241,456

  • OPAL HAWKINS

    CHIEF FINANCIAL OFFICER

    Total calculated
    $192,056
    From this org
    $161,633
    From related orgs
    $0
    Other
    $30,423
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,513
    Bonus
    $4,120
    Other
    $0
    Deferred
    $19,188
    Nontaxable benefits
    $11,235
    Filer's total
    $192,056

  • JULIE URANIS

    SENIOR VICE PRESIDENT, ONLINE AND STRATEGIC INITIA

    Total calculated
    $190,159
    From this org
    $153,066
    From related orgs
    $0
    Other
    $37,093
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,007
    Bonus
    $4,059
    Other
    $0
    Deferred
    $18,723
    Nontaxable benefits
    $18,370
    Filer's total
    $190,159

  • KATHLEEN IVES

    CHIEF BUSINESS DEVELOPMENT OFFICER & SENIOR VICE P

    Total calculated
    $163,205
    From this org
    $141,200
    From related orgs
    $0
    Other
    $22,005
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,600
    Bonus
    $3,600
    Other
    $0
    Deferred
    $15,912
    Nontaxable benefits
    $6,093
    Filer's total
    $163,205

  • MOLLY NELSON

    CHIEF OPERATING OFFICER & VICE PRESIDENT, COMMUNIC

    Total calculated
    $142,851
    From this org
    $119,700
    From related orgs
    $0
    Other
    $23,151
    Hours/week
    40

  • JORDAN DIMAGGIO

    VICE PRESIDENT, POLICY AND DIGITAL STRATEGY

    Total calculated
    $139,971
    From this org
    $113,584
    From related orgs
    $0
    Other
    $26,387
    Hours/week
    40

  • JEAN SIMMONS

    DIRECTOR, MARKETING

    Total calculated
    $115,517
    From this org
    $100,746
    From related orgs
    $0
    Other
    $14,771
    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 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 6a · Pay contingent on this organization's net earnings

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
  • 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
2023
Filed
8 April 2025
IRS schema version
2023v6.0
Source object
202520989349300927

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