ST LOUIS PARK, MN
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)UNCLAIMED PROPERTY PROFESSIONALS ORGANIZATION INC, founded in 1994, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.1M left a modest 12% surplus.
THE UNCLAIMED PROPERTY PROFESSIONALS ORGANIZATION (UPPO) IS A NOT-FOR-PROFIT ORGANIZATION THAT IS THE PREMIER RESOURCE FOR UNCLAIMED PROPERTY INFORMATION, EDUCATION, NETWORKING AND ADVOCACY FOR THE PRIVATE SECTOR. THE VISION OF UPPO IS TO BE THE LEADER IN UNCLAIMED PROPERTY COMPLIANCE AND REFORM.
EDUCATION:UPPO OFFERS EDUCATIONAL EVENTS FOR BOTH MEMBERS AND NON-MEMBERS. ITS MAIN EDUCATIONAL EVENTS INCLUDE WEBINARS AND THE ANNUAL CONFERENCE WITH MEMBERSHIP BUSINESS MEETING.ANNUAL...
EDUCATION:UPPO OFFERS EDUCATIONAL EVENTS FOR BOTH MEMBERS AND NON-MEMBERS. ITS MAIN EDUCATIONAL EVENTS INCLUDE WEBINARS AND THE ANNUAL CONFERENCE WITH MEMBERSHIP BUSINESS MEETING.ANNUAL CONFERENCE:UPPO HAS CONDUCTED AN ANNUAL CONFERENCE WHICH IS TYPICALLY A THREE-DAY EDUCATIONAL EVENT THAT PROVIDES IN-DEPTH EDUCATION AND TRAINING FOR UNCLAIMED PROPERTY PROFESSIONALS. IN ADDITION, THERE IS ALSO AN EXHIBITOR AREA. THE FISCAL YEAR 2024-2025 ANNUAL CONFERENCE WAS HELD IN TUCSON, ARIZONA AND REPORTED INCOME OF $816,484 AND EXPENSES OF $467,993. THERE ARE TRACKS BASED ON LEVEL OF EXPERIENCE; BASIC, INTERMEDIATE AND ADVANCED. SOME OF THE TOPICS INCLUDE:-UNCLAIMED PROPERTY BASICS-LEGISLATIVE AND LEGAL UPDATE-THE ABC'S OF AUDITS-UNCLAIMED PROPERTY REFORM-POLICIES AND PROCEDURES-CONTACT BASICS-ASSET RECOVERY-AUDIT BASICS-HOLDERS' RIGHTS-MERGERS, ACQUISITIONS AND DIVESTITURES-ELECTRONIC REPORTINGCERTIFICATE PROGRAM:THIS PROGRAM IS DESIGNED FOR UNCLAIMED PROPERTY PRACTITIONERS TO COMPLETE NINE ONLINE COURSES AND TO ATTEND SEVERAL SESSIONS AT THE ANNUAL CONFERENCE, PASSING A TEST AFTER COMPLETING EACH SECTION. UPON SUCCESSFUL COMPLETION INDICATING THEY HAVE MASTERED THE BASICS OF UNCLAIMED PROPERTY COMPLIANCE. PARTICIPATION WAS LIMITED TO ALLOW UPPO TO MONITOR THE PROGRAM AND MAKE ANY ADJUSTMENTS NECESSARY. THE PROGRAM PROVIDED NET INCOME OF $15,467.
MEMBERSHIP:DUES ARE PAID BY CORPORATIONS WITH TWO TYPES: HOLDERS AND SERVICE PROVIDERS. EACH TYPE CAN ALSO PURCHASE ADDITIONAL SEATS BEYOND THE TWO INCLUDED WITH THE MAIN MEMBERSHIP.-HOLDER COMPANY -...
MEMBERSHIP:DUES ARE PAID BY CORPORATIONS WITH TWO TYPES: HOLDERS AND SERVICE PROVIDERS. EACH TYPE CAN ALSO PURCHASE ADDITIONAL SEATS BEYOND THE TWO INCLUDED WITH THE MAIN MEMBERSHIP.-HOLDER COMPANY - MEMBERSHIP INLCUDES TWO INDIVIDUALS (SEATS). $765-SERVICE PROVIDER COMPANY - MEMBERSHIP INCLUDES TWO INDIVIDUALS (SEATS). $975-ADDITIONAL SEATS FOR EITHER TYPE ARE $85 PER SEAT.MEMBERSHIP BENEFITS INCLUDE:-STATE LEGISLATIVE COMPLIANCE TRACKING-LEGISLATIVE AND LEGAL ALERTS-ONLINE JURISDICTIONAL RESOURCE GUIDE-ONLINE COMMUNITIES OF PRACTICE/FORUMS-MEMBER-ONLY WEBSITE CONTENT-DISCOUNTS ON EDUCATIONAL REGISTRATION INCLUDING: VIRTUAL AND FACE TO FACE EDUCATION EVENTSQUARTERLY "COMPLIMENTARY" WEBINAR FOR MEMBERS ONLY-FREE ACCESS TO CAREER CENTER
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $1,217,583 | $1,215,216 | +0.0% |
| Expenses | $1,069,560 | $1,106,724 | 0.0% |
| Net Income | $148,023 | $108,492 | +0.4% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JENNIFER WARYJAS | IMMEDIATE PAST PRESIDENT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| FREDA PEPPER | PRESIDENT | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| WILL KING | VICE PRESIDENT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JON D'AMATO | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MELISSA STEINROCK | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| SUZY EMRE | DIRECTOR AT LARGE | 1.00 |
Director
|
$0 | $0 | $0 |
| ANN LOPERFITO | DIRECTOR AT LARGE | 1.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL FINKELSTEIN | DIRECTOR AT LARGE | 1.00 |
Director
|
$0 | $0 | $0 |
| SONJA ROMAN-MOLINA | DIRECTOR AT LARGE | 1.00 |
Director
|
$0 | $0 | $0 |
| LEIGH UNDERWOOD | DIRECTOR AT LARGE | 1.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL GIOVANNINI | DIRECTOR AT LARGE | 1.00 |
Director
|
$0 | $0 | $0 |
| SHANNON WILD | EXECUTIVE DIRECTOR | 10.00 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $1,217,583 | $1,069,560 | $1,261,551 | $148,023 |
| 2024 | $1,215,216 | $1,106,724 | $1,185,927 | $108,492 |
| 2023 | $1,043,742 | $979,842 | $961,858 | $63,900 |
| 2022 | $1,026,456 | $1,107,477 | $919,733 | $-81,021 |
| 2021 | $814,834 | $641,535 | $955,476 | $173,299 |
| 2020 | $422,747 | $573,123 | $841,672 | $-150,376 |
| 2019 | $1,053,705 | $888,980 | $1,043,953 | $164,725 |
Compare UNCLAIMED PROPERTY PROFESSIONALS ORGANIZATION INC with other nonprofits in Minnesota and across the country.