Udac INC

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501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 11 volunteers and 149 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $38K a year · 3% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$91K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $2.4M in investments, Pt X · Ln 11–13
Looks good: 5.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $62K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$188K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
-3% vs prior year
Spent
$1.5M
To programs
76%
Net assets
$5.4M
By yearFY2020–FY2024
Revenue
$1.5M
FY2024▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.1M
FY2022$1.2M
FY2023$1.5M
FY2024$1.5M
Expenses
$1.5M
FY2024▲ +1.0%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.1M
FY2022$1.4M
FY2023$1.4M
FY2024$1.5M
Net assets
$5.4M
FY2024▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.4M
FY2021$5.5M
FY2022$4.9M
FY2023$5.2M
FY2024$5.4M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1967.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $1.1M Management & general 23% · $340K Fundraising 1% · $16K

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

13 people listed on the 990; $91K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$90,519Pt VII · Sec A
$0Pt VII · Sec A
Chair-Elect
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Karen Herman$90,519$82,394$89,308$88,000$94,465
Tara Serck————$46,326

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Udac INC executive salaries →

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 15aYes

Programs and updates

Empowering individuals with disabilities and challenges through personalized, choice-driven support services.

Questions for Udac INC

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1 program · $1.1M · in their own filed words · FY2024
01

A variety of services are provided to people with disabilities and other challenges to enhance their daily lives. These services include a variety of jobs within the community of duluth, and the learning and enhancement of other skills that build confidence and community.

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$62K
See all 3 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.1M
Gifts and grantsLn 1h$213K
Investment incomeLn 3$130K
Money outPt IX
$1.5M
Ln 25
Programscol B$1.1M
Managementcol C$340K
Fundraisingcol D$16K
Owns and owesPt X
$5.4M
net assets · Ln 32
Cash and savingsLn 1–2$695K
Total assetsLn 16$5.6M
LiabilitiesLn 26$188K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$213K
Government grantsLn 1e$97K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$130K
Other incomeLn 4–11$72K
Gains on assetsLn 7$61K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$424K
SavingsLn 2$271K
Cash and savings togetherLn 1–2$695K
Pledges and grants receivableLn 3$12K
Accounts receivableLn 4$67K
Prepaid expenses and deferred chargesLn 9$10K
Land, buildings, equipmentLn 10c$2.4M
InvestmentsLn 11–13$2.4M
Total assetsLn 16$5.6M
LiabilitiesLn 26$188K
Net assetsLn 32$5.4M
OperationsPt I, VI
EmployeesI 5149
VolunteersI 611
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$565K$695K
InvestmentsLn 11–13$2.2M$2.4M
Land, buildings, equipmentLn 10c$2.5M$2.4M
Total assetsLn 16$5.4M$5.6M
LiabilitiesLn 26$210K$188K
Net assetsLn 32$5.2M$5.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$95K$14K$67K$14K
Other salaries and wagesLn 7$773K$671K$103K
Pension plan contributionsLn 8$22K$20K$2K
Other employee benefitsLn 9$29K$23K$6K$461
Payroll taxesLn 10$80K$64K$15K$1K
Legal feesLn 11b$5K$5K
Accounting feesLn 11c$49K$49K
Investment management feesLn 11f$7K$7K
Other fees for servicesLn 11g$3K$3K
Advertising and promotionLn 12$15K$15K
Office expensesLn 13$21K$12K$10K
Information technologyLn 14$46K$25K$21K
OccupancyLn 16$31K$28K$2K
TravelLn 17$31K$31K
InterestLn 20$4K$4K
Depreciation, depletion and amortizationLn 22$138K$128K$10K
InsuranceLn 23$42K$35K$6K
Other expenses (24a–d)Ln 24$63K$46K$17K$186
Total functional expensesLn 25$1.5M$1.1M$340K$16K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Jul 7, 2025 $1.5M$1.5M$33K$5.4M 990 PDF
FY2023Filed with the IRS May 7, 2024 $1.5M$1.4M$97K$5.2M 990 PDF
FY2022Filed with the IRS Jun 14, 2023 $1.2M$1.4M−$168K$4.9M 990 PDF
FY2021Filed with the IRS Jul 21, 2022 $1.1M$1.1M−$40K$5.5M 990 PDF
FY2020Filed with the IRS Nov 15, 2021 $1.3M$1.4M−$111K$5.4M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,486,419 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $669,537$212,857
I-9 Program service revenuePrior year $761,336$1,071,624
I-10 Investment incomePrior year $62,925$130,356
I-11 Other revenuePrior year $43,177$71,582
I-12 Total revenuePrior year $1,536,975$1,486,419
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $959,393$1,000,144
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $480,176$453,421
I-18 Total expensesPrior year $1,439,569$1,453,565
I-19 Revenue less expensesPrior year $97,406$32,854
Part VI · Governance 12 of 12 board members independent, 1 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,486,419 across 9 lines filed
VIII-1e Government grants$96,995
VIII-1f All other contributions, gifts and grants$115,862
VIII-1h Total contributions, gifts and grants$212,857
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,071,624$1,071,624
VIII-3 Investment incomeExcluded from tax $69,080$69,080
VIII-6 Net rental income or lossExcluded from tax $69,523$69,523
VIII-7 Net gain or loss on sales of assetsExcluded from tax $61,276$61,276
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,059$2,059
VIII-12 Total revenueRelated to mission $1,073,683 · Excluded from tax $199,879$1,486,419
Part IX · Statement of functional expenses $1,453,565 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $14,257 · Management $66,531 · Fundraising $13,997$94,785
IX-7 Other salaries and wagesPrograms $670,514 · Management $102,853$773,367
IX-8 Pension plan contributionsPrograms $20,444 · Management $1,964$22,408
IX-9 Other employee benefitsPrograms $23,264 · Management $5,653 · Fundraising $461$29,378
IX-10 Payroll taxesPrograms $63,512 · Management $15,432 · Fundraising $1,262$80,206
IX-11b Legal feesManagement $4,811$4,811
IX-11c Accounting feesManagement $49,060$49,060
IX-11f Investment management feesManagement $6,792$6,792
IX-11g Other fees for servicesManagement $3,222$3,222
IX-12 Advertising and promotionManagement $14,678$14,678
IX-13 Office expensesPrograms $11,539 · Management $9,647$21,186
IX-14 Information technologyPrograms $25,258 · Management $20,666$45,924
IX-16 OccupancyPrograms $28,098 · Management $2,443$30,541
IX-17 TravelPrograms $31,485$31,485
IX-20 InterestManagement $3,520$3,520
IX-22 Depreciation, depletion and amortizationPrograms $128,226 · Management $9,818$138,044
IX-23 InsurancePrograms $35,306 · Management $6,307$41,613
IX-24 Other expenses (24a–d)Programs $45,628 · Management $16,731 · Fundraising $186$62,545
IX-25 Total functional expensesPrograms $1,097,531 · Management $340,128 · Fundraising $15,906$1,453,565
Part X · Balance sheet $5,579,122 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $370,654$423,790
X-2 Savings and temporary cash investmentsStart of year $193,910$271,226
X-3 Pledges and grants receivableStart of year $78,429$12,328
X-4 Accounts receivableStart of year $45,723$67,069
X-9 Prepaid expenses and deferred chargesStart of year $7,377$9,718
X-10c Land, buildings and equipment, netStart of year $2,549,724$2,427,736
X-11 Publicly traded securitiesStart of year $2,154,213$2,367,255
X-16 Total assetsStart of year $5,401,316$5,579,122
X-17 Accounts payable and accrued expensesStart of year $58,275$54,395
X-23 Secured mortgages and notes payableStart of year $150,000$133,391
X-26 Total liabilitiesStart of year $209,561$187,786
X-27 Net assets without donor restrictionsStart of year $5,191,755$5,391,336
X-32 Total net assets or fund balancesStart of year $5,191,755$5,391,336
X-33 Total liabilities and net assetsStart of year $5,401,316$5,579,122
Part XI · Reconciliation of net assets $5,391,336 net assets at year end
XI-1 Total revenue$1,486,419
XI-2 Total expenses$1,453,565
XI-3 Revenue less expenses$32,854
XI-4 Net assets at start of year$5,191,755
XI-5 Net unrealized gains (losses) on investments$166,727
XI-10 Net assets at end of year$5,391,336

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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