philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Epicor Users Group INC

IRS exemption revoked

Lancaster, PA501(c)(6)EIN 33-0649357Revenue $263K in FY2022

On file with the IRSepicorusers.org1853 William Penn Way, 17601-6713 · Lancaster, PATax-exempt since May 2006

This page gets seen. Tell your story. Claim this org.

Conduct user forums and meetings for the sharing of information and improvement of the software products.

83¢ of each $1 spent went to programs.
Run by 9 volunteers and 1 employee.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
Revoked
IRS exemption revoked
Concern: the IRS revoked its tax exemption.
IRS Auto-Revocation List
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average deficit $41K a year · 15% of revenue · last 3 filings
Concern: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$36K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$263K
-10% vs prior year
Spent
$344K
To programs
83%
Net assets
$486K
By yearFY2020–FY2022
Revenue
$263K
FY2022▼ -10%
Tap a bar for its year
Revenue by fiscal year
FY2020$279K
FY2021$290K
FY2022$263K
Expenses
$344K
FY2022▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2020$247K
FY2021$362K
FY2022$344K
Net assets
$486K
FY2022▼ -29%
Tap a bar for its year
Net assets by fiscal year
FY2020$734K
FY2021$688K
FY2022$486K

From the FY2022 Form 990 · see the original

990 PDF Claim
IRS revoked this organization's tax-exempt status on May 15, 2026

Is it real?

No. The IRS revoked its tax exemption. Latest filing on record: FY2022. IRS ruling in May 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $286K Management & general 13% · $45K Fundraising 4% · $13K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Monty Wilson - NA
Vice Preside
$0Pt VII · Sec A
Doug Oswald
Secretary
$0Pt VII · Sec A
John Dillon
Global Edu C
$0Pt VII · Sec A
Stephanie Bruewer
Leadership C
$0Pt VII · Sec A
John Bailly
Epicor Erp L
$0Pt VII · Sec A
Jennifer Curlee
Legacy Produ
$0Pt VII · Sec A
Jennifer Mesiano
NA Regional
$0Pt VII · Sec A
See Epicor Users Group INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Facilitate user forums and meetings to share information and improve software products.

Questions for Epicor Users Group INC

Tap to ask. Epicor Users Group INC sees how many people are interested.

Your first name shows with your question. Epicor Users Group INC answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $286K · in their own filed words · FY2022
01

Communicated among members and software producers the problems that computer users are encountering to help alleviate these problems in the future. The goal is to impact the computer software producers new products to help alleviate these issues.

$286Kprogram expense

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$263K
Ln 12
Fees for servicesLn 2g$230K
Investment incomeLn 3$21K
Other incomeLn 4–11$12K
Money outPt IX
$344K
Ln 25
Programscol B$286K
Managementcol C$45K
Fundraisingcol D$13K
Owns and owesPt X
$486K
net assets · Ln 32
Cash and savingsLn 1–2$104K
Total assetsLn 16$522K
LiabilitiesLn 26$36K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$230K
Investment incomeLn 3$21K
Other incomeLn 4–11$12K
Gains on assetsLn 7$14K
Total revenueLn 12$263K
Assets in detailPt X, end of year
CashLn 1$104K
Cash and savings togetherLn 1–2$104K
InvestmentsLn 11–13$413K
Land, buildings, equipmentLn 10c$1K
Total assetsLn 16$522K
LiabilitiesLn 26$36K
Net assetsLn 32$486K
OperationsPt I, VI
EmployeesI 51
VolunteersI 69
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$129K$104K
InvestmentsLn 11–13$593K$413K
Land, buildings, equipmentLn 10c$1K
Total assetsLn 16$725K$522K
LiabilitiesLn 26$37K$36K
Net assetsLn 32$688K$486K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$138K$117K$14K$7K
Other employee benefitsLn 9$8K$6K$763$381
Payroll taxesLn 10$11K$9K$1K$538
Advertising and promotionLn 12$865$865
Office expensesLn 13$676$169$338$169
OccupancyLn 16$5K$5K$537$268
TravelLn 17$14K$14K
Conferences, conventions and meetingsLn 19$60K$42K$15K$3K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$96K$90K$6K$334
All other expensesLn 24e$5K$1K$2K$1K
Total functional expensesLn 25$344K$286K$45K$13K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest Viewing $263K$344K−$82K$486K 990 PDF
FY2021 $290K$362K−$71K$688K 990 PDF
FY2020 $279K$247K$31K$734K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $262,625 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $238,135$229,951
I-10 Investment incomePrior year $40,912$20,674
I-11 Other revenuePrior year $11,310$12,000
I-12 Total revenuePrior year $290,357$262,625
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $129,252$156,345
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $232,488$187,787
I-18 Total expensesPrior year $361,740$344,132
I-19 Revenue less expensesPrior year −$71,383−$81,507
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $262,625 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $229,951$229,951
VIII-3 Investment incomeExcluded from tax $6,919$6,919
VIII-7 Net gain or loss on sales of assetsExcluded from tax $13,755$13,755
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,000$12,000
VIII-12 Total revenueRelated to mission $241,951 · Excluded from tax $20,674$262,625
Part IX · Statement of functional expenses $344,132 across 11 lines filed
IX-7 Other salaries and wagesPrograms $117,274 · Management $13,797 · Fundraising $6,898$137,969
IX-9 Other employee benefitsPrograms $6,482 · Management $763 · Fundraising $381$7,626
IX-10 Payroll taxesPrograms $9,137 · Management $1,075 · Fundraising $538$10,750
IX-12 Advertising and promotionPrograms $865$865
IX-13 Office expensesPrograms $169 · Management $338 · Fundraising $169$676
IX-16 OccupancyPrograms $4,564 · Management $537 · Fundraising $268$5,369
IX-17 TravelPrograms $13,997$13,997
IX-19 Conferences, conventions and meetingsPrograms $42,006 · Management $15,003 · Fundraising $3,001$60,010
IX-23 InsuranceManagement $5,596$5,596
IX-24 Other expenses (24a–d)Programs $90,341 · Management $5,513 · Fundraising $334$96,188
IX-24e All other expensesPrograms $1,469 · Management $2,148 · Fundraising $1,469$5,086
IX-25 Total functional expensesPrograms $286,304 · Management $44,770 · Fundraising $13,058$344,132
Part X · Balance sheet $522,445 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $128,647$103,779
X-9 Prepaid expenses and deferred chargesStart of year $3,951$3,951
X-10c Land, buildings and equipment, net$1,325
X-11 Publicly traded securitiesStart of year $592,612$413,390
X-16 Total assetsStart of year $725,210$522,445
X-25 Other liabilitiesStart of year $37,312$35,951
X-26 Total liabilitiesStart of year $37,312$35,951
X-27 Net assets without donor restrictionsStart of year $687,898$486,494
X-32 Total net assets or fund balancesStart of year $687,898$486,494
X-33 Total liabilities and net assetsStart of year $725,210$522,445
Part XI · Reconciliation of net assets $486,494 net assets at year end
XI-1 Total revenue$262,625
XI-2 Total expenses$344,132
XI-3 Revenue less expenses−$81,507
XI-4 Net assets at start of year$687,898
XI-5 Net unrealized gains (losses) on investments−$119,897
XI-10 Net assets at end of year$486,494

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.