2025-04-02T07:59:19-05:00 2024-06-30 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2023-07-01 611386122 UPIC SOLUTIONS INC UPIC 8599938200 7870 E KEMPER RD SUITE 470 CINCINNATI OH 45249 JR HOWARD CEO 8599938200 2025-03-10 1 0 ANNAMARIE B REILLY P00431897 5132413111 2025-03-05 2023 2025-03-06 01:10:19Z JR HOWARD 7870 E KEMPER RD SUITE 470 CINCINNATI OH 45249 7868321 0 X WWW.UPICSOLUTIONS.ORG X 2001 KY 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. 11 7 60 9 77668 0 461 117 7381670 7807589 41315 47953 56370 12662 7479816 7868321 0 0 0 0 4811814 5140079 0 0 0 2525602 2731755 7337416 7871834 142400 -3513 3077842 2977922 681550 554443 2396292 2423479 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. 0 0 3874415 3440455 HOSTING SERVICES INCLUDING DATABASE HOSTING, EMAIL HOSTING, DATA CENTER ADMINISTRATION, AND DATA BACKUP/RECOVERY 2824526 4367134 INFORMATION SERVICES INCLUDING DATABASE SUPPORT/ADMINISTRATION, REPORT WRITING, USER TRAINING, AND PLEDGE CAPTURE SERVICES 6698941 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 1 0 0 0 1 11 0 1 60 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 7 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 KY CA X MATT MORRIS 8599938200 7870 E KEMPER RD SUITE 470 CINCINNATI OH 45249 MUTHONI KORI KASTNER VP OF FINNACE 1.00 X X 125713 0 17669 VANDER CORLISS BOARD VICE CHAIR 1.00 X X 167577 0 32072 BETSY LOWDER BOARD MEMBER 1.00 X 106015 0 30356 MATTHEW MORRIS TREASURER 1.00 X X 124980 0 11009 MELANIE GRESSON BOARD MEMBER 1.00 X 114465 0 4905 BENJAMIN DONLON BOARD MEMBER 1.00 X 114941 0 16263 SUZY ANTHONY CHAIR 0.00 X 0 0 0 JOHN TAYLOR VICE CHAIR 0.00 X 0 0 0 WENDY PESTRUE BOARD MEMBER 0.00 X 0 0 0 GRIFFIN DAMPIER BOARD MEMBER 0.00 X 0 0 0 CHRIS SARGENT BOARD MEMBER 0.00 X 0 0 0 TOMMIE LEWIS BOARD MEMBER 0.00 X 0 0 0 NANCY BOHMAN BOARD MEMBER 0.00 X 0 0 0 JR HOWARD CHIEF EXECUTIVE OFFICER 1.00 X 181627 0 36215 DAVID BURLEY CHIEF TECHNOLOGY OFFICER 1.00 X 182181 0 11730 DON BAYNE VP OF MGMT & GENERAL 1.00 X 151837 0 20561 HEATHER REED VP OF NETWORK STRATEGY 1.00 X 150466 0 9028 CHRIS CAMPBELL DIRECTOR OF CASCADE 1.00 X 129658 0 16626 ERIC SELLER DIRECTOR OF PRODUCT DEVEL. 1.00 X 128700 0 27984 CRAIG IRVIN DIRECTOR OF IT OPERATIONS 1.00 X 121231 0 17643 BRIANNE WAUGH VP OF ORGANIZATIONAL DEVELOPMENT 1.00 X 112796 0 6768 BRIAN MILLER SENIOR DEVELOPER 1.00 X 111565 0 22596 2023752 0 281425 15 0 1 0 0 117 117 INFORMATION SERVICES 541519 4367134 4289466 77668 HOSTING SERVICES 541519 3440455 3440455 7807589 47953 47953 ADMINISTRATIVE INCOME 900099 12662 12662 12662 7868321 7742583 77668 47953 1609611 1397285 212326 2821067 2466790 354277 143067 122367 20700 249783 199988 49795 316551 269405 47146 12690 12690 16351 14800 1551 343649 250802 92847 96138 86524 9614 32593 16889 15704 277426 191391 86035 178411 19609 158802 8758 2446 6312 IT EQUIPMENT & LICENSES 1702393 1638266 64127 PRINTING AND PUBLICATIO 38964 2985 35979 TELEPHONE 24382 19394 4988 7871834 6698941 1172893 0 1070982 382334 115293 150885 526221 153427 190253 907357 855954 9619 51403 1619382 1655995 73547 56423 3077842 2977922 591355 448676 20456 46840 69739 58927 681550 554443 X 2396292 2423479 2396292 2423479 3077842 2977922 X -3513 126810 -96110 X X 0 1 X 1 0 X X 5 UNITED WAY OF CENTRAL OHIO 314393712 7 0 0 0 UNITED WAY OF GREATER HIGH POINT 560547486 7 0 0 0 METRO UNITED WAY 610044680 7 0 0 0 UNITED WAY OF GREATER ST LOUIS 430714167 7 0 0 0 UNITED WAY OF GREATER TOLEDO 344427947 7 0 0 0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1 THE ORGANIZATION'S GOVERNING DOCUMENTS SPECIFY THAT SUPPORTED ORGANIZATIONS WILL BE MEMBER UNITED WAY ORGANIZATIONS BUT DO NOT SPECIFICALLY NAME EACH MEMBER UNITED WAY AGENCY. SCHEDULE A, PART IV, SECTION B, LINE 1 UPIC SOLUTIONS, INC. (UPIC) HAS TWO CLASSES OF MEMBERS CONSISTING OF THE FOUNDING MEMBERS AND THE PATRON MEMBERS. THE FOUNDING MEMBERS ARE THOSE LOCAL UNITED WAY ORGANIZATIONS WHO HAVE AGREED TO PARTICIPATE IN THE ORGANIZING ACTIVITIES OF UPIC, AND WHO ENTER INTO A FOUNDERS MEMBERSHIP AGREEMENT WITH UPIC. PATRON MEMBERS ARE THOSE LOCAL UNITED WAYS (OR SIMILARLY SITUATED NONPROFIT ORGANIZATIONS) WHO ELECT TO PURCHASE SERVICES FROM UPIC. ONLY FOUNDING MEMBERS SERVE AS THE SOLE VOTING MEMBERS OF UPIC, AND EXERCISE THE FOLLOWING RESERVED POWERS: APPROVAL OF ANNUAL OPERATING AND CAPITAL BUDGETS, ELECTION, REMOVAL, AND EXPANSION OF DIRECTORS, APPOINTMENT AND REMOVAL OF THE CEO, APPROVAL OF MERGER, CONSOLIDATION, OR DISSOLUTION OF THE CORPORATION, ISSUANCE OF DEBT, SALE OR CONVEYANCE OF ASSETS OTHER THAN IN THE NORMAL COURSE OF OPERATIONS, APPROVAL OF THE ADDITION, REMOVAL OF FOUNDING MEMBERS, AND AMENDMENT OF THE ARTICLES, OR BYLAWS OF THE CORPORATION. PATRON MEMBERS DO NOT HAVE ANY VOTE ON ANY MATTER. 817042 809870 7172 90315 46084 44231 51403 OPERATING LEASE LIABILITY 58927 58927 7995131 126810 126810 7868321 0 7868321 7967944 96110 96110 7871834 0 7871834 PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR CREDIT LOSSES 96,110. X X X 0 0 0 0 0 0 0 0 0 JR HOWARD CHIEF EXECUTIVE OFFICER 181627 0 0 0 0 0 12568 0 23647 0 217842 0 0 0 VANDER CORLISS BOARD VICE CHAIR 167577 0 0 0 0 0 0 0 32072 0 199649 0 0 0 DAVID BURLEY CHIEF TECHNOLOGY OFFICER 182181 0 0 0 0 0 11730 0 0 0 193911 0 0 0 DON BAYNE VP OF MGMT & GENERAL 151837 0 0 0 0 0 9446 0 11115 0 172398 0 0 0 HEATHER REED VP OF NETWORK STRATEGY 150466 0 0 0 0 0 9028 0 0 0 159494 0 0 0 ERIC SELLER DIRECTOR OF PRODUCT DEVEL. 128700 0 0 0 0 0 7937 0 20047 0 156684 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 UPIC SOLUTIONS, INC. (UPIC) HAS TWO CLASSES OF MEMBERS CONSISTING OF THE FOUNDING MEMBERS AND THE PATRON MEMBERS. THE FOUNDING MEMBERS ARE THOSE LOCAL UNITED WAY ORGANIZATIONS WHO HAVE AGREED TO PARTICIPATE IN THE ORGANIZING ACTIVITIES OF UPIC, AND WHO ENTER INTO A FOUNDERS MEMBERSHIP AGREEMENT WITH UPIC. PATRON MEMBERS ARE THOSE LOCAL UNITED WAYS (OR SIMILARLY SITUATED NONPROFIT ORGANIZATIONS) WHO ELECT TO PURCHASE SERVICES FROM UPIC. ONLY FOUNDING MEMBERS SERVE AS THE SOLE VOTING MEMBERS OF UPIC. FORM 990, PART VI, SECTION A, LINE 7A FOUNDING MEMBERS SERVE AS THE SOLE VOTING MEMBERS OF UPIC, AND EXERCISE THE FOLLOWING RESERVED POWERS: APPROVAL OF ANNUAL OPERATING AND CAPITAL BUDGETS, ELECTION, REMOVAL, AND EXPANSION OF DIRECTORS, APPOINTMENT AND REMOVAL OF THE CEO, APPROVAL OF MERGER, CONSOLIDATION, OR DISSOLUTION OF THE CORPORATION, ISSUANCE OF DEBT, SALE OR CONVEYANCE OF ASSETS OTHER THAN IN THE NORMAL COURSE OF OPERATIONS, APPROVAL OF THE ADDITION AND REMOVAL OF FOUNDING MEMBERS, AND AMENDMENT OF THE ARTICLES OR BYLAWS OF THE CORPORATION. PATRON MEMBERS DO NOT HAVE ANY VOTE ON ANY MATTER. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD CONTEMPORANEOUSLY DOCUMENTS THE MEETINGS HELD OR WRITTEN ACTIONS UNDERTAKEN, BUT THE COMMITTEES DO NOT. THE COMMITTEES DO NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B ELECTRONIC DRAFT COPY OF THE RETURN WAS REVIEWED BY THE EXECUTIVE LEADERSHIP TEAM OF UPIC SOLUTIONS, INC, AND OTHER RELATED BOARD MEMBERS PRIOR TO FILING THE RETURN WITH THE IRS. THE ELECTRONIC COPY WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS ARE ASKED TO UPDATE COMPLIANCE REPORTING ANNUALLY AND UPDATE ANY CHANGES AS THEY OCCUR. ANY CONFLICTS ARE BROUGHT TO THE BOARD TO BE DISCUSSED, REVIEWED, AND VOTED ON BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S BASE COMPENSATION IS DETERMINED BY BOARD OFFICERS REVIEW AND ANNUALLY DETERMINED BY VOTE OF ENTIRE BOARD. A SUB-COMMITTEE MAKES A RECOMMENDATION OF THE SALARY FOR THE CEO, AND THEY BASE THEIR RECOMMENDATION UPON JOB PERFORMANCE AND MARKET-BASED SALARIES FOR SIMILAR POSITIONS. A MARKET-BASED SALARY REVIEW IS DONE EVERY 2-3 YEARS. THE BOARD THEN VOTES ON THIS RECOMMENDATION. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY THE CEO, AND INCLUDED IN AN ANNUAL BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND/OR FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR CREDIT LOSSES -96,110. FORM 990 PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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