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Epicor Users Group INC FY2020 filing

IRS exemption revoked

Lancaster, PA501(c)(6)EIN 33-0649357Revenue $279K in FY2020

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

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

85¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2020 · 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
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
15 mo
of spending, in cash
Looks good: 14.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$26K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$279K
Spent
$247K
To programs
85%
Net assets
$734K
By yearFY2020–FY2022
Revenue
$279K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$279K
FY2021$290K
FY2022$263K
Expenses
$247K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$247K
FY2021$362K
FY2022$344K
Net assets
$734K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$734K
FY2021$688K
FY2022$486K

From the FY2020 Form 990 · see the original

Form 990 (PDF) Claim
IRS revoked this organization's tax-exempt status on May 15, 2026
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

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

85 cents of each dollar spent went to programs.

Program services 85% · $210K Management & general 12% · $29K Fundraising 3% · $9K

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

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
John Bailly
Director
$0Pt VII · Sec A
Tim Berryman
Executive Di
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Monty Wilson - NA
Vice Preside
$0Pt VII · Sec A
Doug Oswald
Secretary
$0Pt VII · Sec A
See Epicor Users Group INC executive salaries →

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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

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Provided by the organization

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1 program · $210K · in their own filed words · FY2020
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.

$210Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$279K
Ln 12
Fees for servicesLn 2g$251K
Investment incomeLn 3$16K
Other incomeLn 4–11$12K
Money outPt IX
$247K
Ln 25
Programscol B$210K
Managementcol C$29K
Fundraisingcol D$9K
Owns and owesPt X
$734K
net assets · Ln 32
Cash and savingsLn 1–2$303K
Total assetsLn 16$760K
LiabilitiesLn 26$26K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$251K
Investment incomeLn 3$16K
Other incomeLn 4–11$12K
Gains on assetsLn 7$8K
Total revenueLn 12$279K
Assets in detailPt X, end of year
CashLn 1$303K
Cash and savings togetherLn 1–2$303K
InvestmentsLn 11–13$451K
Land, buildings, equipmentLn 10c$327
Other assetsLn 15$600
Total assetsLn 16$760K
LiabilitiesLn 26$26K
Net assetsLn 32$734K
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 FY20End FY20
Cash and savingsLn 1–2$285K$303K
InvestmentsLn 11–13$377K$451K
Land, buildings, equipmentLn 10c$980$327
Total assetsLn 16$669K$760K
LiabilitiesLn 26$25K$26K
Net assetsLn 32$644K$734K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$95K$81K$10K$5K
Other employee benefitsLn 9$1K$1K$120$60
Payroll taxesLn 10$7K$6K$745$373
Advertising and promotionLn 12$960$960
Office expensesLn 13$2K$594$1K$594
OccupancyLn 16$10K$8K$974$487
TravelLn 17$3K$3K
Conferences, conventions and meetingsLn 19$2K$2K$536$107
Depreciation, depletion and amortizationLn 22$654$654
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$116K$105K$10K$896
All other expensesLn 24e$2K$1K$1K
Total functional expensesLn 25$247K$210K$29K$9K

Filing history

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

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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 FY2020 990 (6 parts)
Part I · Summary $278,553 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $273,093$250,684
I-10 Investment incomePrior year $14$15,619
I-11 Other revenuePrior year $16,000$12,250
I-12 Total revenuePrior year $289,107$278,553
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $104,763$103,819
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $186,563$143,397
I-18 Total expensesPrior year $291,326$247,216
I-19 Revenue less expensesPrior year −$2,219$31,337
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $278,553 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $250,684$250,684
VIII-3 Investment incomeExcluded from tax $7,542$7,542
VIII-7 Net gain or loss on sales of assetsExcluded from tax $8,077$8,077
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,250$12,250
VIII-12 Total revenueRelated to mission $262,934 · Excluded from tax $15,619$278,553
Part IX · Statement of functional expenses $247,216 across 12 lines filed
IX-7 Other salaries and wagesPrograms $80,893 · Management $9,517 · Fundraising $4,758$95,168
IX-9 Other employee benefitsPrograms $1,020 · Management $120 · Fundraising $60$1,200
IX-10 Payroll taxesPrograms $6,333 · Management $745 · Fundraising $373$7,451
IX-12 Advertising and promotionPrograms $960$960
IX-13 Office expensesPrograms $594 · Management $1,189 · Fundraising $594$2,377
IX-16 OccupancyPrograms $8,280 · Management $974 · Fundraising $487$9,741
IX-17 TravelPrograms $3,432$3,432
IX-19 Conferences, conventions and meetingsPrograms $1,501 · Management $536 · Fundraising $107$2,144
IX-22 Depreciation, depletion and amortizationPrograms $654$654
IX-23 InsuranceManagement $5,381$5,381
IX-24 Other expenses (24a–d)Programs $104,819 · Management $10,500 · Fundraising $896$116,215
IX-24e All other expensesPrograms $1,246 · Fundraising $1,247$2,493
IX-25 Total functional expensesPrograms $209,732 · Management $28,962 · Fundraising $8,522$247,216
Part X · Balance sheet $759,550 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $285,480$303,198
X-9 Prepaid expenses and deferred chargesStart of year $4,887$4,632
X-10c Land, buildings and equipment, netStart of year $980$327
X-11 Publicly traded securitiesStart of year $376,676$450,793
X-15 Other assetsStart of year $600$600
X-16 Total assetsStart of year $668,623$759,550
X-25 Other liabilitiesStart of year $24,519$25,584
X-26 Total liabilitiesStart of year $24,519$25,584
X-27 Net assets without donor restrictionsStart of year $644,104$733,966
X-32 Total net assets or fund balancesStart of year $644,104$733,966
X-33 Total liabilities and net assetsStart of year $668,623$759,550
Part XI · Reconciliation of net assets $733,966 net assets at year end
XI-1 Total revenue$278,553
XI-2 Total expenses$247,216
XI-3 Revenue less expenses$31,337
XI-4 Net assets at start of year$644,104
XI-5 Net unrealized gains (losses) on investments$48,233
XI-8 Prior period adjustments$10,292
XI-10 Net assets at end of year$733,966

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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