2014-02-15T11:05:26-06:00 2013-06-30 GRANT THORNTON LLP 4000 SMITH ROAD SUITE 500 CINCINNATI OH 45209 990 2012-07-01 611386122 UPIC SOLUTIONS INC % UWGC FINANCE AND OPERATIONS UPIC 8599938200 2136 CHAMBER CENTER DRIVE Suite FORT MITCHELL KY 41017 Winston Faircloth 8599938201 2014-02-13 true 5137625000 2012 2015-11-30 17:44:51Z WINSTON FAIRCLOTH 2136 Chamber Center Drive Fort Mitchell KY 41017 3748910 false X WWW.UPICSOLUTIONS.ORG X 2001 KY UPIC Solutions, Inc. is a shared services organization which provides technology and information services for affiliate United Way agencies. 8 8 33 0 180550 1139 3174019 3743753 48100 -18525 4537 4018 3407206 3730385 0 0 0 0 2018255 2410510 0 0 0 1493693 1416944 3511948 3827454 -104742 -97069 1163454 858548 623635 415798 539819 442750 X 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. false false 1410828 1777847 INFORMATION SERVICES INCLUDING DATABASE SUPPORT/ADMINISTRATION, REPORT WRITING, USER TRAINING, AND PLEDGE CAPTURE SERVICES. 1611914 1603875 HOSTING SERVICES INCLUDING DATABASE HOSTING, EMAIL HOSTING, DATA CENTER ADMINISTRATION, AND DATA BACKUP/RECOVERY. 350836 362031 OUTSOURCING SERVICES INCLUDING HELP DESK, COMPUTER REMOTE TROUBLESHOOTING, TELECOMMUNICATIONS CIRCUITS, SERVER SUPPORT, AND SOFTWARE MAINTENANCE. 3373578 true false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 33 true false false false false false false false false false false false X 8 8 false false false false true true false true true true false true true true true true true true true false X X UWGC FINANCE AND OPERATIONS 5137627100 2035 READING ROAD CINCINNATI OH 452021478 X JANET JACKSON 1.0 53.0 X 270644 93612 ROB REIFSNYDER 2.0 70.0 X X 365522 40043 ELLEN ANNALA 1.0 50.0 X 145963 28272 JOE TOLAN 1.0 40.0 X 213629 46701 WILLIAM J KITSON III 1.0 40.0 X 78153 3814 BOBBY SMITH 1.0 40.0 X X 115033 24335 Carole Leigh Hutton 1.0 60.0 X 224325 23257 Gary Dollar 1.0 48.0 X 323397 187634 Ann Murtlow 1.0 40.0 X 0 0 Karen Mathison 1.0 40.0 X WINSTON FAIRCLOTH 50.0 X 168534 27763 168534 1736666 475431 1 false true false 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 4 X 1139 1139 HOSTING SERVICES 1603875 1603875 OUTSOURCING SERVICES 362031 362031 INFORMATION SERVICES 1777847 1777847 3743753 0 0 0 0 0 0 0 18525 -18525 -18525 0 0 0 MANAGEMENT AND GENERAL REVENUE 4018 4018 4018 3730385 3747771 0 0 0 0 174950 87475 87475 0 0 1789585 1709850 79735 0 0 0 296632 272368 24264 0 149343 132927 16416 0 0 0 0 0 0 0 334234 228266 105968 0 0 160411 154812 5599 0 0 0 0 57419 36574 20845 0 0 50481 10263 40218 0 0 0 339336 337667 1669 0 0 PRINTING AND PUBLICATIONS 18471 8322 10149 TELEPHONE 195101 148702 46399 EQUIPMENT 261491 246352 15139 3827454 3373578 453876 0 X 351259 248897 0 0 0 0 77215 125996 0 0 0 0 0 0 0 0 107493 34650 1967072 1518067 627487 449005 0 0 0 0 0 0 0 0 0 0 1163454 858548 111681 35139 0 0 21712 23199 0 0 0 0 0 0 0 0 0 0 490242 357460 623635 415798 X 265266 276558 274553 166192 0 0 539819 442750 1163454 858548 -97069 X false true X true false X X X false false false 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 45 18211 1669 16542 1471640 1143929 327711 477221 372469 104752 449005 0 ST LEASE OBLIGATIONS 113233 ACCRUED LIABILITIES 117774 LONG TERM DEBT - CURRENT PORTI 67705 LT LEASE OBLIGATIONS - NONCURR 24019 LONG TERM DEBT - NONCURRENT PO 34729 357460 X 3730385 3730385 3730385 3827454 3827454 3827454 FIN 48 (ASC 740) Footnote Part X, Line 2 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. X X false true false false false false false false false WINSTON FAIRCLOTH 167626 0 908 10497 17266 196297 JANET JACKSON 242118 25000 3526 79681 13931 364256 ROB REIFSNYDER 317755 20000 27767 16667 23376 405565 ELLEN ANNALA 143931 0 2032 23799 4473 174235 JOE TOLAN 213629 0 0 38463 8238 260330 Carole Leigh Hutton 224325 0 0 13500 9757 247582 Gary Dollar 260000 60000 3397 171613 16021 511031 Janet Jackson Schedule J, Line 4b 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. 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. 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 false false false false false false false false false false false false false false false false false false false