UPIC SOLUTIONS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UPIC SOLUTIONS INC (EIN 61-1386122)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-15
- IRS object ID
- 201420469349300527
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T11:05:26-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 SMITH ROAD SUITE 500 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611386122 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPIC SOLUTIONS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % UWGC FINANCE AND OPERATIONS | InCareOfName |
| Name Control | UPIC | NameControl |
| Phone | 8599938200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2136 CHAMBER CENTER DRIVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | FORT MITCHELL | City |
| State | KY | State |
| ZIP Code | 41017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Winston Faircloth | Name |
| Title | CEO | Title |
| Phone | 8599938201 | Phone |
| Date Signed | 2014-02-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5137625000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WINSTON FAIRCLOTH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2136 Chamber Center Drive | AddressLine1 |
| City | Fort Mitchell | City |
| State | KY | State |
| ZIP Code | 41017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3748910 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UPICSOLUTIONS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | UPIC Solutions, Inc. is a shared services organization which provides technology and information services for affiliate United Way agencies. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 33 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 180550 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1139 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3174019 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3743753 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 48100 | InvestmentIncomePriorYear |
| Investment Income Current Year | -18525 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4537 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4018 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3407206 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3730385 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2018255 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2410510 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1493693 | OtherExpensePriorYear |
| Other Expenses Current Year | 1416944 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3511948 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3827454 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -104742 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -97069 | RevenuesLessExpensesCY |
| Total Assets BOY | 1163454 | TotalAssetsBOY |
| Total Assets EOY | 858548 | TotalAssetsEOY |
| Total Liabilities BOY | 623635 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 415798 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 539819 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 442750 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UPIC SOLUTIONS, INC. ACTS AS AN INFORMATION AND TECHNOLOGY SUPPORT ORGANIZATION FOR LOCAL UNITED WAYS AND AFFILIATED NON-PROFITS. UPIC SOLUTIONS PROVIDES A TECHNOLOGY INFRASTRUCTURE INCLUDING APPLICATION SUPPORT AND HOSTING, HELP DESK, HARDWARE REPAIR AND PROCUREMENT SERVICES FOR OUR MEMBERS. ADDITIONALLY, UPIC SOLUTIONS PROVIDES PLEDGE CARD PRINTING, PERSONALIZATION AND PLEDGE CAPTURE SERVICES. UPIC SOLUTIONS ACTS AS A SUPPORTING ORGANIZATION TO ITS MEMBERS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1410828 | Expense |
| Revenue | 1777847 | Revenue |
| Description | INFORMATION SERVICES INCLUDING DATABASE SUPPORT/ADMINISTRATION, REPORT WRITING, USER TRAINING, AND PLEDGE CAPTURE SERVICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1611914 | Expense |
| Revenue | 1603875 | Revenue |
| Description | HOSTING SERVICES INCLUDING DATABASE HOSTING, EMAIL HOSTING, DATA CENTER ADMINISTRATION, AND DATA BACKUP/RECOVERY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 350836 | Expense |
| Revenue | 362031 | Revenue |
| Description | OUTSOURCING SERVICES INCLUDING HELP DESK, COMPUTER REMOTE TROUBLESHOOTING, TELECOMMUNICATIONS CIRCUITS, SERVER SUPPORT, AND SOFTWARE MAINTENANCE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3373578 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 33 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | true | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | UWGC FINANCE AND OPERATIONS | NamePerson |
| Telephone Number | 5137627100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2035 READING ROAD | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452021478 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization |
|---|---|---|---|---|---|---|---|
| JANET JACKSON | |||||||
| Board Chair | 1.0 | 53.0 | X | 270644 | 93612 | ||
| ROB REIFSNYDER | |||||||
| Board Member | 2.0 | 70.0 | X | 365522 | 40043 | X | |
| ELLEN ANNALA | |||||||
| board member | 1.0 | 50.0 | X | 145963 | 28272 | ||
| JOE TOLAN | |||||||
| Board Member | 1.0 | 40.0 | X | 213629 | 46701 | ||
| WILLIAM J KITSON III | |||||||
| Board Member | 1.0 | 40.0 | X | 78153 | 3814 | ||
| BOBBY SMITH | |||||||
| Secretary | 1.0 | 40.0 | X | 115033 | 24335 | X | |
| Carole Leigh Hutton | |||||||
| Chair Elect | 1.0 | 60.0 | X | 224325 | 23257 | ||
| Gary Dollar | |||||||
| Board Member | 1.0 | 48.0 | X | 323397 | 187634 | ||
| Ann Murtlow | |||||||
| Board Member | 1.0 | 40.0 | X | 0 | 0 | ||
| Karen Mathison | |||||||
| Board Member | 1.0 | 40.0 | X | ||||
| WINSTON FAIRCLOTH | |||||||
| CEO | 50.0 | 27763 | X | 168534 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 168534 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1736666 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 475431 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| VERIZON WIRELESS - LEHIGH VALLEY | |||||
| PO BOX 25506 | LEHIGH | PA | 18002 | CELLULAR PHONES | 175014 |
| ANTHEM | |||||
| PO BOX 105673 | ATLANTA | GA | 30348 | HEALTH CARE PREM. | 231609 |
| DATAMATICS GLOBAL SERVICES | |||||
| 31572 INDUSTRIAL RD SUITE 200 | LIVONIA | MI | 48150 | Pledge Processing | 135255 |
| De Lage Landen | |||||
| PO Box 41602 | PHILADELPHIA | PA | 19101 | Leasing Agent | 137886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Info In Schedule O Part VIII | X | InfoInScheduleOPartVIII |
| All Other Contributions | 1139 | AllOtherContributions |
| Total Contributions | 1139 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| HOSTING SERVICES | 1603875 | 1603875 |
| OUTSOURCING SERVICES | 362031 | 362031 |
| INFORMATION SERVICES | 1777847 | 1777847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3743753 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 18525 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -18525 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -18525 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT AND GENERAL REVENUE | Description |
| Total Revenue Column | 4018 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4018 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4018 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3730385 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3747771 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174950 | Total |
| Program Services | 87475 | ProgramServices |
| Management And General | 87475 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1789585 | Total |
| Program Services | 1709850 | ProgramServices |
| Management And General | 79735 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296632 | Total |
| Program Services | 272368 | ProgramServices |
| Management And General | 24264 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149343 | Total |
| Program Services | 132927 | ProgramServices |
| Management And General | 16416 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334234 | Total |
| Program Services | 228266 | ProgramServices |
| Management And General | 105968 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160411 | Total |
| Program Services | 154812 | ProgramServices |
| Management And General | 5599 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57419 | Total |
| Program Services | 36574 | ProgramServices |
| Management And General | 20845 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50481 | Total |
| Program Services | 10263 | ProgramServices |
| Management And General | 40218 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339336 | Total |
| Program Services | 337667 | ProgramServices |
| Management And General | 1669 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PRINTING AND PUBLICATIONS | 18471 | 8322 | 10149 |
| TELEPHONE | 195101 | 148702 | 46399 |
| EQUIPMENT | 261491 | 246352 | 15139 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3827454 | Total |
| Program Services | 3373578 | ProgramServices |
| Management And General | 453876 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351259 | BOY |
| EOY | 248897 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77215 | BOY |
| EOY | 125996 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107493 | BOY |
| EOY | 34650 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1967072 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1518067 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 627487 | BOY |
| EOY | 449005 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1163454 | BOY |
| EOY | 858548 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111681 | BOY |
| EOY | 35139 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21712 | BOY |
| EOY | 23199 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 490242 | BOY |
| EOY | 357460 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 623635 | BOY |
| EOY | 415798 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265266 | BOY |
| EOY | 276558 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274553 | BOY |
| EOY | 166192 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 539819 | BOY |
| EOY | 442750 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1163454 | BOY |
| EOY | 858548 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -97069 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (45 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| UNITED WAY OF GREATER CINCINNATI | |||||
| 310537502 | 03 | false | true | true | $0 |
| UNITED WAY OF CENTRAL OHIO | |||||
| 314393712 | 03 | false | true | true | $0 |
| UNITED WAY OF GREATER HIGH POINT | |||||
| 560547486 | 03 | false | true | true | $0 |
| UNITED WAY OF CENTRAL INDIANA | |||||
| 351007590 | 03 | false | true | true | $0 |
| METRO UNITED WAY | |||||
| 610444680 | 03 | false | true | true | $0 |
| UNITED WAY OF GREATER TOLEDO | |||||
| 344427947 | 03 | false | true | true | $0 |
| GRANITE UNITED WAY | |||||
| 026006033 | 03 | false | true | $0 | |
| UNITED WAY OF GREATER AUSTIN | |||||
| 741193439 | 03 | false | true | $0 | |
| UNITED WAY OF ALAMANCE COUNTY INC | |||||
| 560599239 | 03 | false | true | $0 | |
| UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY | |||||
| 560576157 | 03 | false | true | $0 | |
| UNITED WAY OF CENTRAL CAROLINAS | |||||
| 560529948 | 03 | false | true | $0 | |
| UNITED WAY OF GREATER ST LOUIS | |||||
| 430714167 | 03 | false | true | true | $0 |
| UNITED WAY OF JOHNSON COUNTY | |||||
| 426062055 | 03 | false | true | $0 | |
| UNITED WAY OF KENTUCKY | |||||
| 311106795 | 03 | false | true | $0 | |
| UNITED WAY OF LAKE COUNTY | |||||
| 362167949 | 03 | false | true | $0 | |
| UNITED WAY OF METROPOLITAN CHICAGO | |||||
| 300200478 | 03 | false | true | $0 | |
| UNITED WAY OF METROPOLITAN DALLAS | |||||
| 756005352 | 03 | false | true | $0 | |
| UNITED WAY OF NORTH CAROLINA | |||||
| 560564547 | 03 | false | true | $0 | |
| UNITED WAY OF MID & SOUTH JEFFERSON COUNTY | |||||
| 741187386 | 03 | false | true | $0 | |
| UNITED WAY OF GALVESTON | |||||
| 741198299 | 03 | false | true | $0 | |
| UNITED WAY OF SOUTHERN NEVADA | |||||
| 880071328 | 03 | false | true | $0 | |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY | |||||
| 231556045 | 03 | false | true | $0 | |
| UNITED WAY OF TRI-COUNTY | |||||
| 042104231 | 03 | false | true | $0 | |
| UNITED WAY OF THE BLUEGRASS | |||||
| 610444679 | 03 | false | true | $0 | |
| UNITED WAY OF THE GREATER DAYTON AREA | |||||
| 310536658 | 03 | false | true | $0 | |
| UNITED WAY OF THE NATIONAL CAPITAL AREA | |||||
| 530234290 | 03 | false | true | $0 | |
| UNITED WAY OF FORSYTH COUNTY | |||||
| 237357234 | 03 | false | true | $0 | |
| UNITED WAY OF HANCOCK COUNTY | |||||
| 346408694 | 03 | false | true | $0 | |
| UNITED WAY WORLDWIDE | |||||
| 131635294 | 03 | false | true | $0 | |
| UNITED WAY OF ALLEN COUNTY | |||||
| 350867932 | 03 | false | true | $0 | |
| UNITED WAY OF GREATER GREENSBORO | |||||
| 560668555 | 03 | false | true | $0 | |
| UNITED WAY OF GREATER UNION COUNTY | |||||
| 221904427 | 03 | false | true | $0 | |
| UNITED WAY OF WESTERN CONNECTICUT | |||||
| 060646577 | 03 | false | true | $0 | |
| UNITED WAY OF TARRANT COUNTY | |||||
| 750858360 | 03 | false | true | $0 | |
| UNITED WAY OF CLARK CHAMPAIGN & MADISON COUNTIES | |||||
| 310549095 | 03 | false | true | $0 | |
| HEART OF ILLINOIS UNITED WAY | |||||
| 370661504 | 03 | false | true | $0 | |
| UNITED WAY OF VENTURA COUNTY | |||||
| 951945833 | 03 | false | true | $0 | |
| UNITED WAY OF THE GREATER TRIANGLE | |||||
| 561949103 | 03 | false | true | $0 | |
| UNITED WAY OF THE PIEDMONT | |||||
| 570314377 | 03 | false | true | $0 | |
| UNITED WAY OF EAST CENTRAL IOWA | |||||
| 420861239 | 03 | false | true | $0 | |
| UNITED WAY CALIFORNIA CAPITAL REGION | |||||
| 941225382 | 03 | false | true | $0 | |
| UNITED WAY SILICON VALLEY | |||||
| 941450153 | 03 | false | true | true | $0 |
| UNITED WAY OF THE WINE COUNTRY | |||||
| 941669646 | 03 | false | true | $0 | |
| UNITED WAY MONTEREY COUNTY | |||||
| 941322169 | 03 | false | true | $0 | |
| UNITED WAY OF NORTHERN NEVADA AND THE SIERRA | |||||
| 880059327 | 03 | false | true | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 45 | TotalNumberOfSupportedOrgs |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18211 | OtherCostOrOtherBasis |
| Depreciation | 1669 | Depreciation |
| Book Value | 16542 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1471640 | OtherCostOrOtherBasis |
| Depreciation | 1143929 | Depreciation |
| Book Value | 327711 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 477221 | OtherCostOrOtherBasis |
| Depreciation | 372469 | Depreciation |
| Book Value | 104752 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 449005 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ST LEASE OBLIGATIONS | $113,233 |
| ACCRUED LIABILITIES | $117,774 |
| LONG TERM DEBT - CURRENT PORTI | $67,705 |
| LT LEASE OBLIGATIONS - NONCURR | $24,019 |
| LONG TERM DEBT - NONCURRENT PO | $34,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 357460 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3730385 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 3730385 | RevenueSubtotal |
| Total Revenue Per Form990 | 3730385 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3827454 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 3827454 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3827454 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 (ASC 740) Footnote | Identifier |
| Return Reference | Part X, Line 2 | ReturnReference |
| Explanation | The Organization recognizes the financial statement effect of an uncertain tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The Organization did not recognize any liabilities for uncertain tax positions during the years ended June 30, 2013 or 2012. Open tax years include 2012, 2011, and 2010. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WINSTON FAIRCLOTH | ||||||||||||
| CEO | 167626 | 0 | 908 | 10497 | 17266 | 196297 | ||||||
| JANET JACKSON | ||||||||||||
| Board Chair | 242118 | 25000 | 3526 | 79681 | 13931 | 364256 | ||||||
| ROB REIFSNYDER | ||||||||||||
| Board Member | 317755 | 20000 | 27767 | 16667 | 23376 | 405565 | ||||||
| ELLEN ANNALA | ||||||||||||
| board member | 143931 | 0 | 2032 | 23799 | 4473 | 174235 | ||||||
| JOE TOLAN | ||||||||||||
| Board Member | 213629 | 0 | 0 | 38463 | 8238 | 260330 | ||||||
| Carole Leigh Hutton | ||||||||||||
| Chair Elect | 224325 | 0 | 0 | 13500 | 9757 | 247582 | ||||||
| Gary Dollar | ||||||||||||
| Board Member | 260000 | 60000 | 3397 | 171613 | 16021 | 511031 | ||||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Janet Jackson | Identifier |
| Return Reference | Schedule J, Line 4b | ReturnReference |
| Explanation | UNITED WAY OF CENTRAL OHIO HAS ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WITH THE CEO WHICH PROVIDES A LUMP SUM BENEFIT TO BE PAID TO THE EMPLOYEE OF $850,000 UPON REACHING THE NORMAL RETIREMENT AGE OF 65. THE BENEFIT VESTS AT GRADUAL INCREASING PERCENTAGES BEGINNING AT AGE 54. THE ACCRUED RETIREMENT BENEFITS ARE APPROXIMATELY $510,000 AS OF MARCH 31, 2013. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Officers Addresses | Form 990, Part VI, Section A, Line 9 | Janet Jackson - 360 South Third Street, Columbus, OH 43215 Robert Reifsnyder - 2400 Reading Road, Cincinnati, OH 45202 Ellen Annala - 3901 North Meridian Street, Indianapolis, IN 46208 Joe Tolan - 334 East Broadway, P.O. Box 4488, Louisville, KY 40204-0488 Ann D. Murtlow - 3901 N. Meridian Street, Indianapolis, IN 46208 Bobby Smith - 201 Church Avenue, High Point, NC 27262 Carole Leigh Hutton - 1400 Parkmoor Avenue, San Jose, CA 95126 Karen Mathison - 424 Jackson Street, Toledo, OH 43604 Gary Dollar - 910 North 11th Street, St. Louis, MO 63101 |
| Conflict of Interest Policy | Form 990, Part VI, Section B, Line 12c | Members are asked to update compliance reporting annually and update any changes as they occur. |
| Key Employee Compensation | Form 990, Part VI, Section B, Line 15 | The CEO's base compensation is determined by board officers and annually determined by vote of entire board. Compensation of key employees are determined by the CEO and included in an annual budget approval process. |
| Form 990 Review | Form 990, Part VI, Section B, Line 11 | Electronic draft copy of the return was reviewed by the President 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. |
| Document Availability | Form 990, Part VI, Section C, Line 19 | Governing documents, conflict of interest policy, and/or financial statements are made available to the public upon request. |
| Membership | Form 990, Part VI, Section A, Lines 6 & 7a | UPIC Solutions, Inc. 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 Solutions, Inc. and who enter into a Founders Membership Agreement with UPIC Solutions, Inc. Patron Members are those local United Ways (or similarly situated nonprofit organizations) who elect to purchase services from UPIC Solutions, Inc. only. Founding Members serve as the sole voting members of UPIC Solutions, Inc. and exercise the following reserved powers: Approval of annual operating and capital budgets, election and 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 Article or Bylaws of the corporation. Patron Members do not have any vote on any matter. |
| New Board Members | Part VII Line 1a | Ann Murtlow and Karen Mathison became members of the UPIC Board starting March 2013 and January 2013, respectively. |
| Board Members Leaving | Part VII Line 1a | Ellen Annala and William J. Kitson, III left as members of the UPIC Board as of March 2013 and January 2013, respectively. The period of time from July 2012 to March 2013 represents 66.6% of the fiscal year ended June 30, 2013. Ellen's reported compensation reflects 66.6% of her 2013 calendar year compensation. The period of time from July 2012 to January 2013 represents 50.0% of the fiscal year ended June 30, 2013. William's reported compensation reflects 50.0% of his calendar year compensation. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN |
|---|---|---|---|---|
| UNITED WAY OF THE GREATER DAYTON AREA | ||||
| 33 WEST FIRST STREET | DAYTON | OH | 45402 | 310536658 |
| UNITED WAY OF THE NATIONAL CAPITAL AREA | ||||
| 8391 OLD COURTHOUSE ROAD | VIENNA | VA | 22182 | 530234290 |
| UNITED WAY OF FORSYTH COUNTY | ||||
| 301 N MAIN STREET 1700 | WINSTONSALEM | GA | 27101 | 237357234 |
| UNITED WAY OF CENTRAL & NE CONNECTICUT | ||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | 060646653 |
| UNITED WAY WORLDWIDE | ||||
| 701 N FAIRFAX | ALEXANDRIA | VA | 22314 | 131635294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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