2024-03-12T08:53:34-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 416030721 UNIVERSITY PROFESSIONAL AND CONTINUING EDUCATION ASSOCIATION UNIV 2026593130 ONE DUPONT CIRCLE NW 450 WASHINGTON DC 20036 OPAL HAWKINS CFO 2026593130 2024-03-12 1 OPAL HAWKINS 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X UPCEA ROBERT HANSEN ONE DUPONT CIRCLE NW 450 WASHINGTON DC 20036 5481310 0 X WWW.UPCEA.EDU X 1919 DC SEE PART III, LINE 1. 21 21 20 76 62975 0 532335 422148 3449776 4759511 -435263 89760 0 60231 3546848 5331650 0 0 0 0 2259718 2672833 0 0 183693 1407031 2066793 3666749 4739626 -119901 592024 3743573 4798766 2425870 2758086 1317703 2040680 X 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. 0 0 1700615 2071080 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. 639151 459408 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. 646025 2052102 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. 239138 176921 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. 239138 176921 3224929 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 1 20 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X OPAL HAWKINS 2026593130 ONE DUPONT CIRCLE NW 450 WASHINGTON DC 20036 LISA TEMPLETON PRESIDENT 2.00 X X 0 0 0 DAVE CILAY PRESIDENT-ELECT 2.00 X X 0 0 0 NANCY COLEMAN IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 KIM SIEGENTHALER TREASURER 2.00 X X 0 0 0 TONYA AMANKWAIA DIRECTOR-AT LARGE 2.00 X 0 0 0 MARK BERNHARD DIRECTOR-AT LARGE 2.00 X 0 0 0 TATUM THOMAS DIRECTOR-AT LARGE 2.00 X 0 0 0 JOHN CARON DIRECTOR-AT LARGE 2.00 X 0 0 0 ANDREA CARROLL GLOVER DIRECTOR-AT LARGE 2.00 X 0 0 0 STACY CHIARAMONTE DIRECTOR-AT LARGE 2.00 X 0 0 0 YAKUT GAZI DIRECTOR-AT LARGE 2.00 X 0 0 0 ROXANNE GONZALES DIRECTOR-AT LARGE 2.00 X 0 0 0 GEORGE IRVINE DIRECTOR-AT LARGE 2.00 X 0 0 0 SHINO JOHN DIRECTOR-AT LARGE 2.00 X 0 0 0 JUSTIN LOUDER DIRECTOR-AT LARGE 2.00 X 0 0 0 BREEDA MCGRATH DIRECTOR-AT LARGE 2.00 X 0 0 0 CAROLA WEIL DIRECTOR-AT LARGE 2.00 X 0 0 0 PAMELA WIMBUSH DIRECTOR-AT LARGE 2.00 X 0 0 0 ASIM ALI NETWORK SENATE CHAIR 2.00 X 0 0 0 MICHAEL FRASCIELLO REGIONAL CABINET CHAIR 2.00 X 0 0 0 TOMEA KNIGHT DIVERSITY INCLUSION CHAIR 2.00 X 0 0 0 ROBERT HANSEN CEO 37.50 X 324360 0 63423 AMY HETIZMAN DEPUTY CEO 37.50 X 189000 0 32380 OPAL HAWKINS CFO 37.50 X 150000 0 33600 JULIE URNAIS VP STRATEGIC INITIATIVES 37.50 X 146900 0 44228 MOLLY NELSON CHIEF OPERATING OFFICER 37.50 X 130000 0 31200 KIM ZASKI VICE PRESIDENT PARTNERSHIPS 37.50 X 130000 0 25300 KATHLEEN IVES CHIEF BUS DEV OFFICER/SR. VP MEM. 37.50 X 125000 0 24700 1195260 0 254831 7 0 1 0 WASHINGTON HILTON 1919 CONNECTICUT AVE NW WASHINGTON DC 20009 HOTEL/CONFERENCE VENUE 307000 RITZ CARLTON 921 CANAL STREET NEW ORLEANS LA 70112 HOTEL/CONFERENCE VENUE 143000 2 421648 500 500 422148 CONFERENCE 611430 2247576 2247576 MEMBERSHIP DUES 900999 1546867 1546867 SPONSORSHIPS 900999 505235 505235 CONSULTING 611430 396433 396433 JOB LISTINGS 900999 62975 62975 425 425 4759511 106159 106159 133261 149660 -16399 -16399 -16399 HOTEL REBATE 900999 58874 58874 MISCELLANEOUS 900999 1357 1357 60231 5331650 4696536 62975 149991 X 778704 397604 294740 86360 1486501 949908 480719 55874 142925 92716 45631 4578 116735 74691 37364 4680 147968 88781 50309 8878 3174 3174 44868 44868 17282 17282 517848 497983 19865 48574 38859 2429 7286 180720 108322 66549 5849 17986 3212 14774 20020 12012 5005 3003 69704 55764 6970 6970 903064 794696 108368 20771 2077 18694 DUES & SUBSCRIPTIONS 143816 80537 63279 PROF. DEVELOPMENT 59994 11999 47995 GIFTS & AWARDS 13435 13435 BUS. REG./FILING FEES 2382 253 2129 3155 2080 860 215 4739626 3224929 1331004 183693 X 1106690 1552938 59396 607652 280374 190049 81672 63126 2196133 2349636 19308 19308 0 16057 3743573 4798766 440053 240190 1485817 2001839 500000 500000 0 16057 2425870 2758086 X 1317703 2040680 1317703 2040680 3743573 4798766 592024 130953 0 X 0 1 X 1 0 X 260590 532335 422648 1215573 3599807 3772492 2665588 3383551 4696536 18117974 3599807 3772492 2926178 3915886 5119184 19333547 0 325 27466 7520 35311 325 27466 7520 35311 19298236 40479 38939 45162 94018 106159 324757 3636 3636 40479 38939 45162 97654 106159 328393 78940 23677 -793 60231 162055 3719226 3835108 2970547 4013540 5285574 19823995 0.97350 0.97770 0.01660 0.01430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 444312 444312 444312 444312 444312 444312 392070 52242 444312 376867 65302 50000 392070 1.00000 0.00000 0.00000 0 0 0 OPERATING LEASE LIABILITY 16057 16057 X 5582736 130953 137415 268368 5314368 17282 17282 5331650 4859759 137415 137415 4722344 17282 17282 4739626 PART V, LINE 4: BOARD DESIGNATED FUNDS INCLUDE THOSE FUNDS SET ASIDE FOR THE PURPOSES OF REGIONAL ACTIVITIES. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2023, UPCEA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 ROBERT HANSEN CEO 324360 0 0 0 0 0 38923 0 24500 0 387783 0 0 0 AMY HETIZMAN DEPUTY CEO 189000 0 0 0 0 0 22680 0 9700 0 221380 0 0 0 JULIE URNAIS VP STRATEGIC INITIATIVES 146900 0 0 0 0 0 17628 0 26600 0 191128 0 0 0 OPAL HAWKINS CFO 150000 0 0 0 0 0 18000 0 15600 0 183600 0 0 0 MOLLY NELSON CHIEF OPERATING OFFICER 130000 0 0 0 0 0 15600 0 15600 0 161200 0 0 0 KIM ZASKI VICE PRESIDENT PARTNERSHIPS 130000 0 0 0 0 0 15600 0 9700 0 155300 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION IS DIVIDED INTO THE FOLLOWING CATEGORIES: INSTITUTIONAL, CORPORATE AND AFFILIATE. THE BOARD OF DIRECTORS OF THE ASSOCIATION HAS THE AUTHORITY TO CREATE ADDITIONAL CATEGORIES OF MEMBERSHIP. THE ASSOCIATION'S MEMBERSHIP CATEGORIES ARE DEFINED AS FOLLOWS: INSTITUTIONAL MEMBERS: INSTITUTIONAL MEMBERS ARE COMPRISED OF DEGREE-GRANTING INSTITUTIONS OF HIGHER EDUCATION ACCREDITED BY A REGIONAL ACCREDITING BODY OR OTHER APPROPRIATE ACCREDITING BODY IN THE CASE OF NON-U.S. MEMBERS. WHERE THERE IS NO RECOGNIZED ACCREDITING BODY, ADMISSION AS A NON-U.S. INSTITUTIONAL MEMBER WILL BE AT THE REASONABLE DISCRETION OF THE BOARD. IN THE CASE OF MULTI-CAMPUS INSTITUTIONS, INSTITUTIONAL MEMBERS ARE ONLY UNITS DIRECTLY ACCREDITED, AS SHOWN BY THE ENTRY IN THE MOST CURRENT EDITION OF THE HIGHER EDUCATION DIRECTORY. SYSTEM OFFICES AND OTHER SIMILAR COORDINATING BODIES ARE ELIGIBLE FOR INSTITUTIONAL MEMBERSHIP PROVIDED THAT THE INSTITUTIONS THEY COORDINATE MEET THE ACCREDITATION STANDARDS DESCRIBED ABOVE. EACH INSTITUTIONAL MEMBER IS ENTITLED TO AN INSTITUTIONAL REPRESENTATIVE, ALTERNATE REPRESENTATIVE, AND A NUMBER OF PROFESSIONAL REPRESENTATIVES. CORPORATE MEMBERS: CORPORATE MEMBERSHIP IS AVAILABLE TO BUSINESS ENTITIES THAT PROVIDE GOODS AND SERVICES WITHIN THE HIGHER EDUCATION SECTOR. CORPORATE MEMBERS ARE NOT ELIGIBLE TO VOTE ON ASSOCIATION MATTERS OR SERVE AS AN OFFICER OF THE ASSOCIATION. THE PRESIDENT MAY APPOINT, AT HIS OR HER DISCRETION AND SUBJECT TO BOARD APPROVAL, A REPRESENTATIVE OF THE CORPORATE MEMBERSHIP TO SERVE ON THE BOARD OF DIRECTORS IN A NON-VOTING CAPACITY. AFFILIATE MEMBERS: AFFILIATE MEMBERSHIP IS AVAILABLE TO INTERNATIONAL HIGHER EDUCATION INSTITUTIONS LOCATED OUTSIDE OF THE U.S. AND CANADA, NONPROFIT ORGANIZATIONS, AND INDIVIDUALS HAVING AN INTEREST IN THE ACTIVITIES AND NONPROFIT PURPOSES OF THE ASSOCIATION. AFFILIATE MEMBERS ARE NOT ELIGIBLE TO VOTE ON ASSOCIATION MATTERS NOR ARE THEY ELIGIBLE TO SERVE AS AN OFFICER OF THE ASSOCIATION OR SERVE ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE ELECTED OFFICERS OF THE ASSOCIATION ARE THE PRESIDENT, PRESIDENT-ELECT, IMMEDIATE PAST PRESIDENT, AND SECRETARY/TREASURER. THE BOARD DEVELOPMENT COMMITTEE OF THE ASSOCIATION WILL ACCEPT AND REVIEW NOMINATIONS FOR THE ELECTED OFFICER POSITIONS OF PRESIDENT-ELECT (EACH YEAR) AND FOR THE SECRETARY/TREASURER (EVERY TWO YEARS). NOT LESS THAN NINETY (90) DAYS PRIOR TO THE ANNUAL MEETING, THE BOARD DEVELOPMENT COMMITTEE PRESENTS A SLATE OF ONE (1) CANDIDATE FOR EACH OF THE POSITIONS OF PRESIDENT-ELECT AND SECRETARY/TREASURER TO THE INSTITUTIONAL REPRESENTATIVES FOR VOTE BY U.S. MAIL, ELECTRONIC MAIL OF FACSIMILE BALLOT. BALLOTS OF THE INSTITUTIONAL REPRESENTATIVES MUST BE RETURNED WITHIN TWENTY-ONE (21) DAYS OF THE DATE THE WRITTEN BALLOT IS SENT. THE PRESIDENT-ELECT AND THE SECRETARY/TREASURER ARE ELECTED BY MAJORITY VOTE OF THE INSTITUTIONAL REPRESENTATIVES AND TAKES OFFICE AT THE CONCLUSION OF THE ANNUAL CONFERENCE. IN THE EVENT A CANDIDATE FOR EITHER OR BOTH OFFICES DOES NOT RECEIVE A MAJORITY OF THE INSTITUTIONAL REPRESENTATIVE VOTES, THE BOARD DEVELOPMENT COMMITTEE WILL CONSIDER AND PRESENT A SLATE WITH AN ALTERNATIVE CANDIDATE FOR THE OFFICE(S) TO THE INSTITUTIONAL REPRESENTATIVES FOR VOTE BY WRITTEN BALLOT WHICH MUST BE RETURNED WITHIN TWENTY-ONE (21) DAYS OF THE DATE THE BALLOT IS SENT. NO MEMBER OF THE LEADERSHIP COMMITTEE MAY BE A CANDIDATE FOR ELECTED OFFICE PRESENTED BY THE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B ANY PROPOSALS TO AMEND THE BYLAWS ARE REVIEWED AND CONSIDERED BY THE BOARD OF DIRECTORS AND APPROVED BY MAJORITY VOTE OF THE BOARD, WITH THE BOARD APPROVED AMENDMENT THEN SUBMITTED TO THE INSTITUTIONAL REPRESENTATIVES FOR VOTE UPON ON A THIRTY (30) DAY WRITTEN BALLOT SENT BY U.S. MAIL, ELECTRONIC MAIL OR FACSIMILE. SUCH BALLOT INCLUDES THE PROPOSED BYLAW AMENDMENTS(S) AND THE DATE BY WHICH THE COMPLETED BALLOT MUST BE RETURNED TO THE ASSOCIATION. BYLAW AMENDMENTS ARE ADOPTED BY A MAJORITY VOTE OF THE INSTITUTIONAL REPRESENTATIVES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND SUBMITTED TO MANAGEMENT FOR DETAILED REVIEW. IN 2023, THE FILED 2022 FORM 990 WILL BE PROVIDED TO THE BOARD AFTER IT HAS BEEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND PRINCIPAL OFFICER WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDING THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OF MORE OF ITS TAX-EXEMPT PURPOSES. IF THE GOVERNING BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED. THE PERIODIC REVIEWS, AT A MINIMUM, INCLUDES THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY OR OTHER INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 UPCEA USES ASSOCIATION COMPENSATION SURVEYS TO AID IN THE DETERMINATION OF SALARIES FOR OFFICERS AND KEY EMPLOYEES. THE PRESIDENT AND PRESIDENT-ELECT CONDUCTED A PERFORMANCE REVIEW WITH THE CEO AND PROVIDED HIM WITH A WRITTEN EVALUATION. FEEDBACK WAS PROVIDED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE DETERMINED THE COMPENSATION AIDED BY THE WASHINGTON HIGHER EDUCATION SECRETARIAT COMPENSATION AND BENEFITS SURVEY. THE LAST COMPENSATION REVIEW TOOK PLACE JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 1: THE EXECUTIVE COMMITTEE IS MADE UP OF THE PRESIDENT, PRESIDENT-ELECT SECRETARY/TREASURER, IMMEDIATE PAST PRESIDENT, CHAIR OF THE NETWORK SENATE, CHAIR OF THE REGIONAL CABINET AND THE CEO (EX-OFFICIO). THE EXECUTIVE COMMITTEE MAY ACT IN THE PLACE OF THE BOARD WHEN AUTHORITY IS DESIGNATED BY THE BOARD AND WHERE ACTION BY THE EXECUTIVE COMMITTEE IS TEMPORARY AND SUBJECT TO APPROVAL BY THE BOARD. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 497,983. MANAGEMENT AND GENERAL EXPENSES 19,865. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 517,848. FORM 990, PART X, LINE 24: DURING THE YEAR ENDED JUNE 30, 2021, UPCEA WAS AWARDED AN ECONOMIC INJURY DISASTER LOAN (EIDL) IN THE AMOUNT OF $150,000 AS ADMINISTRATED BY THE UNITED STATES SMALL BUSINESS ADMINISTRATION. INSTALLMENT PAYMENTS, INCLUDING PRINCIPAL AND INTEREST, OF $641 PER MONTH, WAS TO BEGIN TWELVE MONTHS FROM THE DATE OF THE PROMISSORY NOTE, DECEMBER 2, 2021. THE BALANCE OF PRINCIPAL AND INTEREST WILL BE PAYABLE THIRTY YEARS FROM THE DATE OF THE PROMISSORY NOTE. INTEREST WILL ACCRUE AT 2.75% PER ANNUM AND WILL ACCRUE ONLY ON FUNDS ACTUALLY ADVANCED. DURING THE YEAR ENDED JUNE 30, 2022, UPCEA RECEIVED AN EIDL MODIFICATION FROM THE UNITED STATES SMALL BUSINESS ADMINISTRATION THAT INCREASED THE LOAN AMOUNT TO $500,000 AND DELAYED PAYMENT BY AN ADDITIONAL YEAR TO BEGIN ON DECEMBER 2, 2022.