2026-03-06T15:17:14-06:00 2025-08-31 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ROSEVILLE MN 551131117 990 2024-09-01 825377890 UPPER MIDWEST SECURITY ALLIANCE FOUNDATION UPPE 6126189400 PO BOX 130935 ROSEVILLE MN 55113 MARIE STRAWSER MANAGING DIRECTOR 6126189400 2026-02-25 1 1 RYAN VETTRUS CPA P01243596 6514834521 2026-02-25 2024 2025-03-06 01:10:19Z MARIE STRAWSER PO BOX 130935 ROSEVILLE MN 55113 776712 0 X WWW.UMSAFOUNDATION.ORG X 2007 MN 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. 6 6 0 100 0 0 14337 9725 761480 763266 10161 3721 1050 0 787028 776712 19000 12000 0 0 0 0 0 0 0 726199 739563 745199 751563 41829 25149 464819 501256 4974 11949 459845 489307 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. 0 0 677705 12000 763266 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 2024. 677705 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 MN X THE ORGANIZATION 6126189400 PO BOX 130935 ROSEVILLE MN 55113 X RYAN SATHER PRESIDENT 10.00 X X 0 0 0 ANDREW BETHEL SECRETARY 2.00 X X 0 0 0 DAVID KNIGHT TREASURER THRU OCTOBER/ADVISOR TO THE TREASURER 2.00 X X 0 0 0 SANDRA HENDRICKSON TREASURER BEGINNING OCTOBER 2.00 X X 0 0 0 MARIE STRAWSER MANAGING DIRECTOR 10.00 X 0 0 0 CURTIS COATS SCHOLARSHIP CHAIR 2.00 X 0 0 0 VALERIE MOONEY SECURE360 CONFERENCE CHAIR 2.00 X 0 0 0 0 0 0 0 0 0 0 MYSTIC LAKE CASINO HOTEL 2400 MYSTIC LAKE BLVD PRIOR LAKE MN 55372 VENUE, FOOD AND HOTEL ROOMS 322239 BRYGHTPATH LLC 149 THOMPSON AVE E WEST ST PAUL MN 55118 CONTRACTOR - MANAGING DIRECTOR 114875 FUSION LEARNING PARTNERS 1400 VAN BUREN ST NE MINNEAPOLIS MN 55413 CONTRACTOR - MARKETING AND TRADESHOW COO 110751 3 9725 9725 EVENT REVENUE 561499 763266 763266 763266 3721 3721 776712 763266 0 3721 12000 12000 3502 3502 37837 37837 13443 13443 10582 10582 4433 433 4000 654993 650181 4812 11227 11227 DUES AND MEMBERSHIP 1898 1898 BAD DEBT EXPENSE 1648 1648 751563 677705 73858 0 147555 188024 260366 264078 30248 28195 26650 20959 464819 501256 4974 11949 4974 11949 X 459845 489307 459845 489307 464819 501256 25149 4313 0 X 0 1 X 0 0 X 389 9403 11862 14337 9725 45716 836521 761480 763266 2361267 389 9403 848383 775817 772991 2406983 0 53780 106096 159876 53780 106096 159876 2247107 6 4 224 11211 3721 15166 6 4 224 11211 3721 15166 1050 1050 395 9407 848607 788078 776712 2423199 0.92730 0.95670 0.00630 0.01010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2023 AMOUNT: $ 1,050. 2024 AMOUNT: $ 0. 0 X 776712 0 776712 0 776712 751563 0 751563 0 751563 PART X, LINE 2: THE FOUNDATION OPERATES ON A NONPROFIT BASIS AND HAS BEEN GRANTED TAX EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3); THEREFORE, THE FOUNDATION SHOWS NO INCOME TAX PROVISION. THE FOUNDATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE FOUNDATION HAS IDENTIFIED NO SIGNIFICANT INCOME TAX UNCERTAINTIES. SHOULD THE FOUNDATION'S EXEMPT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE. 1 SCHOLARSHIPS 6 12000 PART I, LINE 2: COMMITTEE REVIEWS APPLICANTS AND SCORES THEM. THEN THE COMMITTEE SELECTS WINS AND PROVIDES THE CHECK. FORM 990, PART VI, SECTION A, LINE 7A BOARD OFFICERS MUST FIRST ALSO BE ON THE BOARD OF DIRECTORS. OFFICERS ARE EFFECTIVELY BOARD MEMBERS WITH EXTRA DUTIES. BOARD OFFICERS ARE VOLUNTEERS AND ARE NOT PAID FOR THEIR BOARD SERVICE. THEY ARE ELECTED ANNUALLY FROM THE POOL OF SEATED DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B TREASURER, PRESIDENT AND MANAGING DIRECTOR REVEIW AND PROVIDE AN UPDATE TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.