Udac INC FY2020 filing

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501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
$141K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$141K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
9 mo
of spending, in cash
Plus $1.8M in investments, Pt X · Ln 11–13
Looks good: 8.8 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
$495K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
Spent
$1.4M
To programs
69%
Net assets
$5.4M
By yearFY2020–FY2024
Revenue
$1.3M
FY2020
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
$1.4M
FY2020
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
FY2020
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 FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

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

69 cents of each dollar spent went to programs.

Program services 69% · $965K Management & general 29% · $407K Fundraising 1% · $20K

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; $141K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$94,465Pt VII · Sec A
Director of
$46,326Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Chair
$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 · $965K · in their own filed words · FY2020
01

A variety of services are provided to people with disabilities and other challenges to enhance their daily lives. These services include paid work, including udac's mailing and shredding services (which were discontinued in 2020), a variety of jobs within the community of duluth, and the learning and enhancement of other skills that…

$965Kprogram 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 FY2020 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Fees for servicesLn 2g$586K
Gifts and grantsLn 1h$584K
Investment incomeLn 3$97K
Money outPt IX
$1.4M
Ln 25
Programscol B$965K
Managementcol C$407K
Fundraisingcol D$20K
Owns and owesPt X
$5.4M
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$5.9M
LiabilitiesLn 26$495K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$584K
Government grantsLn 1e$505K
Fees for servicesLn 2g$586K
Investment incomeLn 3$97K
Other incomeLn 4–11$14K
Gains on assetsLn 7$72K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$227K
SavingsLn 2$790K
Cash and savings togetherLn 1–2$1.0M
Accounts receivableLn 4$9K
Prepaid expenses and deferred chargesLn 9$15K
Land, buildings, equipmentLn 10c$3.0M
InvestmentsLn 11–13$1.8M
Total assetsLn 16$5.9M
LiabilitiesLn 26$495K
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 FY20End FY20
Cash and savingsLn 1–2$931K$1.0M
InvestmentsLn 11–13$1.4M$1.8M
Land, buildings, equipmentLn 10c$3.0M$3.0M
Total assetsLn 16$5.7M$5.9M
LiabilitiesLn 26$201K$495K
Net assetsLn 32$5.5M$5.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$148K$34K$96K$17K
Other salaries and wagesLn 7$491K$396K$95K
Pension plan contributionsLn 8$10K$6K$3K
Other employee benefitsLn 9$51K$36K$14K$1K
Payroll taxesLn 10$66K$42K$23K$2K
Accounting feesLn 11c$11K$11K
Investment management feesLn 11f$7K$7K
Advertising and promotionLn 12$19K$19K
Office expensesLn 13$34K$18K$17K
Information technologyLn 14$40K$22K$18K
OccupancyLn 16$73K$67K$6K
TravelLn 17$115K$115K
Depreciation, depletion and amortizationLn 22$202K$165K$36K
InsuranceLn 23$21K$16K$6K
Other expenses (24a–d)Ln 24$105K$48K$57K
Total functional expensesLn 25$1.4M$965K$407K$20K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled 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
FY2020 ViewingFiled 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 FY2020 990 (6 parts)
Part I · Summary $1,281,137 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $112,846$584,137
I-9 Program service revenuePrior year $2,546,249$585,852
I-10 Investment incomePrior year $68,296$96,892
I-11 Other revenuePrior year −$9,364$14,256
I-12 Total revenuePrior year $2,718,027$1,281,137
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,955,188$765,692
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,017,364$626,931
I-18 Total expensesPrior year $2,972,552$1,392,623
I-19 Revenue less expensesPrior year −$254,525−$111,486
Part VI · Governance 11 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $1,281,137 across 8 lines filed
VIII-1e Government grants$505,355
VIII-1f All other contributions, gifts and grants$78,782
VIII-1h Total contributions, gifts and grants$584,137
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $585,852$585,852
VIII-3 Investment incomeExcluded from tax $24,907$24,907
VIII-7 Net gain or loss on sales of assetsRelated to mission $38,977 · Excluded from tax $33,008$71,985
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $14,256$14,256
VIII-12 Total revenueRelated to mission $639,085 · Excluded from tax $57,915$1,281,137
Part IX · Statement of functional expenses $1,392,623 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $34,252 · Management $95,986 · Fundraising $17,287$147,525
IX-7 Other salaries and wagesPrograms $396,433 · Management $94,714$491,147
IX-8 Pension plan contributionsPrograms $6,487 · Management $3,421$9,908
IX-9 Other employee benefitsPrograms $35,971 · Management $13,689 · Fundraising $1,101$50,761
IX-10 Payroll taxesPrograms $41,930 · Management $22,609 · Fundraising $1,812$66,351
IX-11c Accounting feesManagement $10,595$10,595
IX-11f Investment management feesManagement $7,313$7,313
IX-12 Advertising and promotionManagement $18,536$18,536
IX-13 Office expensesPrograms $17,569 · Management $16,688$34,257
IX-14 Information technologyPrograms $22,083 · Management $18,068$40,151
IX-16 OccupancyPrograms $66,985 · Management $5,825$72,810
IX-17 TravelPrograms $114,623$114,623
IX-22 Depreciation, depletion and amortizationPrograms $165,301 · Management $36,443$201,744
IX-23 InsurancePrograms $15,871 · Management $5,576$21,447
IX-24 Other expenses (24a–d)Programs $47,977 · Management $57,478$105,455
IX-25 Total functional expensesPrograms $965,482 · Management $406,941 · Fundraising $20,200$1,392,623
Part X · Balance sheet $5,922,301 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $52,723$227,497
X-2 Savings and temporary cash investmentsStart of year $878,726$789,594
X-4 Accounts receivableStart of year $217,579$9,352
X-9 Prepaid expenses and deferred chargesStart of year $51,030$14,834
X-10c Land, buildings and equipment, netStart of year $3,009,036$3,045,325
X-11 Publicly traded securitiesStart of year $1,441,013$1,835,699
X-16 Total assetsStart of year $5,657,832$5,922,301
X-17 Accounts payable and accrued expensesStart of year $200,867$16,498
X-19 Deferred revenue$328,500
X-23 Secured mortgages and notes payable$150,000
X-26 Total liabilitiesStart of year $200,867$494,998
X-27 Net assets without donor restrictionsStart of year $5,452,465$5,427,303
X-32 Total net assets or fund balancesStart of year $5,456,965$5,427,303
X-33 Total liabilities and net assetsStart of year $5,657,832$5,922,301
Part XI · Reconciliation of net assets $5,427,303 net assets at year end
XI-1 Total revenue$1,281,137
XI-2 Total expenses$1,392,623
XI-3 Revenue less expenses−$111,486
XI-4 Net assets at start of year$5,456,965
XI-5 Net unrealized gains (losses) on investments$81,824
XI-10 Net assets at end of year$5,427,303

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

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