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Upper Midwest Security Alliance Foundation FY2024 filing

Tax-deductible

Roseville, MN501(c)(3)EducationEIN 82-5377890Revenue $787K in FY2024

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

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
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: 6.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$5K
1% of total assets
Looks good: liabilities are 1% 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
$787K
-7% vs prior year
Spent
$745K
To programs
92%
Net assets
$460K
By yearFY2020–FY2025
Revenue
$787K
FY2024▼ -7%
Tap a bar for its year
Revenue by fiscal year
FY2020$7K
FY2021$395
FY2022$9K
FY2023$849K
FY2024$787K
FY2025$777K
Expenses
$745K
FY2024▲ +11%
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
$460K
FY2024▲ +10%
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 FY2024 Form 990 (year ending August 2024) · see the original

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You’re viewing the FY2024 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% · $688K Management & general 8% · $57K

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 (FY2023); the FY2024 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 · $688K · in their own filed words · FY2023
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 12 scholarships in 2023.

$688Kprogram 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 FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$787K
Ln 12
Fees for servicesLn 2g$761K
Gifts and grantsLn 1h$14K
Investment incomeLn 3$10K
Money outPt IX
$745K
Ln 25
Programscol B$688K
Managementcol C$57K
Owns and owesPt X
$460K
net assets · Ln 32
Cash and savingsLn 1–2$408K
Total assetsLn 16$465K
LiabilitiesLn 26$5K
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$14K
Fees for servicesLn 2g$761K
Investment incomeLn 3$10K
Other incomeLn 4–11$1K
Total revenueLn 12$787K
Assets in detailPt X, end of year
CashLn 1$148K
SavingsLn 2$260K
Cash and savings togetherLn 1–2$408K
Total assetsLn 16$465K
LiabilitiesLn 26$5K
Net assetsLn 32$460K
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 FY24End FY24
Cash and savingsLn 1–2$381K$408K
Total assetsLn 16$424K$465K
LiabilitiesLn 26$6K$5K
Net assetsLn 32$418K$460K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$19K$19K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$17K$17K
Advertising and promotionLn 12$8K$8K
Office expensesLn 13$11K$11K
Information technologyLn 14$9K$4K$5K
Conferences, conventions and meetingsLn 19$674K$656K$17K
InterestLn 20$15$15
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$2K$450$1K
Total functional expensesLn 25$745K$688K$57K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $777K$752K$25K$489K 990 PDF
FY2024 Viewing $787K$745K$42K$460K 990 PDF
FY2023 $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 FY2024 990 (6 parts)
Part I · Summary $787,028 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $11,862$14,337
I-9 Program service revenuePrior year $836,521$761,480
I-10 Investment incomePrior year $224$10,161
I-11 Other revenuePrior year $0$1,050
I-12 Total revenuePrior year $848,607$787,028
I-13 Grants and similar amounts paidPrior year $20,000$19,000
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 $649,577$726,199
I-18 Total expensesPrior year $669,577$745,199
I-19 Revenue less expensesPrior year $179,030$41,829
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 $787,028 across 6 lines filed
VIII-1f All other contributions, gifts and grants$14,337
VIII-1h Total contributions, gifts and grants$14,337
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $761,480$761,480
VIII-3 Investment incomeExcluded from tax $10,161$10,161
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,050$1,050
VIII-12 Total revenueRelated to mission $761,480 · Unrelated business $0 · Excluded from tax $11,211$787,028
Part IX · Statement of functional expenses $745,199 across 10 lines filed
IX-2 Grants to domestic individualsPrograms $19,000$19,000
IX-11b Legal feesManagement $2,451$2,451
IX-11c Accounting feesManagement $17,259$17,259
IX-12 Advertising and promotionPrograms $7,817$7,817
IX-13 Office expensesManagement $11,071$11,071
IX-14 Information technologyPrograms $4,000 · Management $4,594$8,594
IX-19 Conferences, conventions and meetingsPrograms $656,480 · Management $17,030$673,510
IX-20 InterestManagement $15$15
IX-23 InsuranceManagement $3,899$3,899
IX-24 Other expenses (24a–d)Programs $450 · Management $1,133$1,583
IX-25 Total functional expensesPrograms $687,747 · Management $57,452 · Fundraising $0$745,199
Part X · Balance sheet $464,819 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $130,738$147,555
X-2 Savings and temporary cash investmentsStart of year $250,216$260,366
X-4 Accounts receivableStart of year $12,150$30,248
X-9 Prepaid expenses and deferred chargesStart of year $31,289$26,650
X-16 Total assetsStart of year $424,393$464,819
X-17 Accounts payable and accrued expensesStart of year $6,377$4,974
X-26 Total liabilitiesStart of year $6,377$4,974
X-27 Net assets without donor restrictionsStart of year $418,016$459,845
X-32 Total net assets or fund balancesStart of year $418,016$459,845
X-33 Total liabilities and net assetsStart of year $424,393$464,819
Part XI · Reconciliation of net assets $459,845 net assets at year end
XI-1 Total revenue$787,028
XI-2 Total expenses$745,199
XI-3 Revenue less expenses$41,829
XI-4 Net assets at start of year$418,016
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$459,845

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

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