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Upper Midwest Security Alliance Foundation FY2023 filing

Tax-deductible

Roseville, MN501(c)(3)EducationEIN 82-5377890Revenue $849K in FY2023

On file with the IRSumsafoundation.orgPo Box 130935, 55113-0019 · Roseville, MNTax-exempt since Mar 2019Publicly supported charity — 170(b)(1)(A)(vi)

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To provide continuing education opportunities for Security, continuity and risk professionals, and the general public. The Foundation also generates grant opportunities and supports/funds academic scholarships for undergraduate and graduate level eduation.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $82K a year · 10% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Looks good: 6.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$6K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$849K
×90 vs prior year
Spent
$670K
To programs
92%
Net assets
$418K
By yearFY2020–FY2025
Revenue
$849K
FY2023▲ ×90
Tap a bar for its year
Revenue by fiscal year
FY2020$7K
FY2021$395
FY2022$9K
FY2023$849K
FY2024$787K
FY2025$777K
Expenses
$670K
FY2023
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021Not on file
FY2022Not on file
FY2023$670K
FY2024$745K
FY2025$752K
Net assets
$418K
FY2023▲ +801%
Tap a bar for its year
Net assets by fiscal year
FY2020$168K
FY2021$59K
FY2022$46K
FY2023$418K
FY2024$460K
FY2025$489K

From the FY2023 Form 990 (year ending August 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2019.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $614K Management & general 8% · $56K

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

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Ryan Sather
President
$0Pt VII · Sec A
David Knight
Treasurer
$0Pt VII · Sec A
Andrew Bethel
Secretary
$0Pt VII · Sec A
Valerie Mooney
Secure360 Conference Chair
$0Pt VII · Sec A
Marie Strawser
Managing Director
$0Pt VII · Sec A
Curtis Coats
Scholarship Chair
$0Pt VII · Sec A
See Upper Midwest Security Alliance Foundation 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

Offers education, grants, and scholarships for security, continuity, and risk professionals.

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Provided by the organization

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1 program · $614K · in their own filed words · FY2022
01

In 2022, the umsa foundation merged with upper midwest security alliance (501c6). The surviving entity was the umsa foundation. With the merger, the umsa foundation took on the responsibility for the SECURE360 education conference. The umsa foundation also awarded 10 scholarships in 2022.

$614Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 3 grants · $51K · 2022–2024
Unitemized GrantFY2024$12,000
Unitemized GrantFY2023$19,000
Unitemized GrantFY2022$20,000

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$849K
Ln 12
Fees for servicesLn 2g$837K
Gifts and grantsLn 1h$12K
Investment incomeLn 3$224
Money outPt IX
$670K
Ln 25
Programscol B$614K
Managementcol C$56K
Owns and owesPt X
$418K
net assets · Ln 32
Cash and savingsLn 1–2$381K
Total assetsLn 16$424K
LiabilitiesLn 26$6K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$12K
Fees for servicesLn 2g$837K
Investment incomeLn 3$224
Total revenueLn 12$849K
Assets in detailPt X, end of year
CashLn 1$131K
SavingsLn 2$250K
Cash and savings togetherLn 1–2$381K
Total assetsLn 16$424K
LiabilitiesLn 26$6K
Net assetsLn 32$418K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6100
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$46K$381K
Total assetsLn 16$46K$424K
LiabilitiesLn 26$0$6K
Net assetsLn 32$46K$418K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$20K$20K
Legal feesLn 11b$6K$6K
Accounting feesLn 11c$22K$22K
Advertising and promotionLn 12$10K$10K
Office expensesLn 13$4K$4K
Information technologyLn 14$3K$3K
Conferences, conventions and meetingsLn 19$578K$562K$15K
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$22K$22K$549
Total functional expensesLn 25$670K$614K$56K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $777K$752K$25K$489K 990 PDF
FY2024 $787K$745K$42K$460K 990 PDF
FY2023 Viewing $849K$670K$179K$418K 990 PDF
FY2022 $9K$46K 990 PDF
FY2021 $395$59K 990 PDF
FY2020 $7K$168K 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 FY2023 990 (6 parts)
Part I · Summary $848,607 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $9,403$11,862
I-9 Program service revenuePrior year $0$836,521
I-10 Investment incomePrior year $4$224
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $9,407$848,607
I-13 Grants and similar amounts paidPrior year $20,000$20,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,998$649,577
I-18 Total expensesPrior year $21,998$669,577
I-19 Revenue less expensesPrior year −$12,591$179,030
Part VI · Governance 6 of 6 board members independent, 3 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $848,607 across 5 lines filed
VIII-1f All other contributions, gifts and grants$11,862
VIII-1h Total contributions, gifts and grants$11,862
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $836,521$836,521
VIII-3 Investment incomeExcluded from tax $224$224
VIII-12 Total revenueRelated to mission $836,521 · Unrelated business $0 · Excluded from tax $224$848,607
Part IX · Statement of functional expenses $669,577 across 9 lines filed
IX-2 Grants to domestic individualsPrograms $20,000$20,000
IX-11b Legal feesManagement $6,325$6,325
IX-11c Accounting feesManagement $22,239$22,239
IX-12 Advertising and promotionPrograms $9,733$9,733
IX-13 Office expensesManagement $3,840$3,840
IX-14 Information technologyManagement $2,752$2,752
IX-19 Conferences, conventions and meetingsPrograms $562,422 · Management $15,407$577,829
IX-23 InsuranceManagement $4,560$4,560
IX-24 Other expenses (24a–d)Programs $21,750 · Management $549$22,299
IX-25 Total functional expensesPrograms $613,905 · Management $55,672 · Fundraising $0$669,577
Part X · Balance sheet $424,393 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $46,402$130,738
X-2 Savings and temporary cash investmentsStart of year $0$250,216
X-4 Accounts receivableStart of year $0$12,150
X-9 Prepaid expenses and deferred chargesStart of year $0$31,289
X-16 Total assetsStart of year $46,402$424,393
X-17 Accounts payable and accrued expensesStart of year $0$6,377
X-26 Total liabilitiesStart of year $0$6,377
X-27 Net assets without donor restrictionsStart of year $46,402$418,016
X-32 Total net assets or fund balancesStart of year $46,402$418,016
X-33 Total liabilities and net assetsStart of year $46,402$424,393
Part XI · Reconciliation of net assets $418,016 net assets at year end
XI-1 Total revenue$848,607
XI-2 Total expenses$669,577
XI-3 Revenue less expenses$179,030
XI-4 Net assets at start of year$46,402
XI-9 Other changes in net assets$192,584
XI-10 Net assets at end of year$418,016

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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