UPIC SOLUTIONS INC (EIN 611386122) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

JR HOWARD

Phone

8599938200

Tax Period

2024-07-01 to 2025-06-30

UPIC SOLUTIONS INC, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.6M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $359

Program Service Revenue $8,526,079

Investment Income $49,720

Other Revenue $7,390

TOTAL REVENUE $8,583,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,663,869

Fundraising Expenses $0

Program Expenses $7,109,697

Other Expenses $2,913,936

TOTAL EXPENSES $8,577,805

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,583,548	$7,868,321	+0.1%
Expenses	$8,577,805	$7,871,834	+0.1%
Net Income	$5,743	$-3,513	-2.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,389,928

Total Directors

$837,319

Key Employees

$159,134

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VANDER CORLISS	BOARD TREASURER (CURRENT)	1.00	Officer Director	$0	$35,262	$214,950
WENDY PESTRUE	BOARD MEMBER	1.00	Officer Director	$0	$10,360	$190,759
MEL GRESSON	BOARD MEMBER	1.00	Officer Director	$0	$5,707	$134,027
GRIFFIN DAMPIER	BOARD MEMBER	40.00	Officer Director	$80,949	$3,050	$83,999
SARA FOWLER	BOARD MEMBER	1.00	Officer Director	$0	$22,766	$83,412
BETSY LOWDER	BOARD MEMBER	1.00	Director	$0	$22,066	$130,172
BENJAMIN DONLON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS SARGENT	BOARD MEMBER	1.00	Director	$0	$0	$0
TOMMIE LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY BOHMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZY ANTHONY	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN TAYLOR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSH HOWARD	CHIEF EXECUTIVE OFFICER	40.00	Officer	$202,493	$34,328	$236,821
DAVID BURLEY	CHIEF TECHNOLOGY OFFICER	40.00	Officer	$197,067	$13,135	$210,202
MATTHEW MORRIS	CHIEF FINANCIAL OFFICER (BOARD MEMBER BEG. YEAR)	30.00	Officer	$105,788	$20,727	$185,669
SONI MUTHONI KASTNER	VP OF FINANCE	40.00	Officer	$47,015	$3,074	$50,089
HEATHER REED	VP OF NETWORK STRATEGY	40.00	Key Emp	$150,126	$9,008	$159,134
DON BAYNE	VP OF MGMT & GENERAL	40.00	Highest	$137,177	$18,452	$155,629
ERIC SELLER	DIRECTOR OF PRODUCT DEVEL.	40.00	Highest	$132,647	$23,687	$156,334
CHRIS CAMPBELL	DIRECTOR OF CASCADE	40.00	Highest	$132,989	$15,450	$148,439
CRAIG IRVIN	DIRECTOR OF IT OPERATIONS	40.00	Highest	$124,396	$16,525	$140,921
BRIAN MILLER	SENIOR DEVELOPER	40.00	Highest	$113,424	$27,333	$140,757

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$8,583,548	$8,577,805	$3,021,271	$5,743
2024	$7,868,321	$7,871,834	$2,977,922	$-3,513
2023	$7,479,816	$7,337,416	$3,077,842	$142,400
2022	$6,486,059	$6,220,046	$2,795,784	$266,013
2021	$6,046,013	$5,189,200	$2,371,554	$856,813
2020	$5,088,818	$4,867,968	$1,788,430	$220,850
2019	$3,984,180	$3,982,520	$1,124,606	$1,660
2018	$3,533,015	$3,613,864	$1,086,355	$-80,849

UPIC SOLUTIONS INC