Nonprofit · EIN 38-2940206
U P COMMUNITY SERVICES INC
Tax-exempt · IRON MOUNTAIN, MI 49801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $508,797 | $374,790 | $134,007 | $258,422 | $79,071 | $179,351 |
| September 30, 2024 | 990 | $286,212 | $334,615 | -$48,403 | $132,270 | $86,926 | $45,344 |
| September 30, 2023 | 990 | $221,417 | $261,857 | -$40,440 | $120,575 | $26,828 | $93,747 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $418,892
- of which government grants
- $349,825
- Program service revenue
- $89,905
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $205,792
- Salaries, compensation and benefits (total)
- $262,448
- Professional fundraising fees
- $0
- Legal fees
- $60
- Accounting fees
- $2,746
- Occupancy
- $5,339
- Travel
- $42,771
- Depreciation
- $33,983
- Program services (functional)
- $318,376
- Management and general (functional)
- $56,414
Balance sheet and other
- Total assets, start of year
- $132,270
- Total assets, end of year
- $258,422
- Total liabilities, end of year
- $79,071
- Net assets, end of year
- $179,351
- Land, buildings and equipment
- $159,545
- Net assets without donor restrictions
- $179,351
- Gross receipts
- $508,797
- Employees
- 0
- Volunteers
- 55
- Year formed
- 1990
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KRISTIN SOMMERFELD | EXECUTIVE DIRECTOR Officer | 8 | $0 | $72,145 | $27,241 |
| JACKIE SAFFORD | FINANCIAL DIRECTOR Officer | 8 | $0 | $52,721 | $19,446 |
| NICOLE SCHINDLER | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| PATTI PERETTO | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| ANTHONY GRUDNOSKI | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| NANCY PELLEGRINI | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JIM DELLIES | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| STEVE REESE | DIRECTOR (ENDED 7/25) Trustee or director | 0.2 | $0 | $0 | $0 |
| ED STEDMAN | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| THALEI BURKE | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BARBARA KRAMER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| PETE SCHLITT | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KRISTIN SOMMERFELD | EXECUTIVE DIRECTOR Officer | 8 | $0 | $63,021 | $24,423 |
| JACKIE SAFFORD | FINANCIAL DIRECTOR Officer | 8 | $0 | $46,648 | $19,446 |
| DAWN PISONI | DIRECTOR (ENDED 8/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
| PATTI PERETTO | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| ANTHONY GRUDNOSKI | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| NANCY PELLEGRINI | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| LARRY RUSCH | DIRECTOR (ENDED 7/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
| ED STEDMAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| STEVE REESE | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| THALEI BURKE | TREASUER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BARBARA KRAMER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| PETE SCHLITT | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KRISTIN SOMMERFELD | EXECUTIVE DIRECTOR Officer | 8 | $0 | $57,852 | $21,784 |
| JACKIE SAFFORD | FINANCIAL DIRECTOR Officer | 8 | $0 | $45,222 | $17,003 |
| PETE SCHLITT | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BARBARA KRAMER | VICE-CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| THALEI BURKE | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| STEVE REESE | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| DOLLY COOK | SECRETARY (TERMED JAN 2023) Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| TONY GRUDNOSKI | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| NANCY PELLEGRINI | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| BONNIE PELTO | BOARD MEMBER (TERMED SEPT 2023) Trustee or director | 0.2 | $0 | $0 | $0 |
| PATTI PERETTO | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| DAWN PISONI | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| LARRY RUSCH | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| ED STEDMAN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1238 CARPENTER AVE, IRON MOUNTAIN, MI 49801-4724
- Principal officer (990 for 2024)
- KRISTIN SOMMERFELD, 1238 CARPENTER AVENUE, IRON MOUNTAIN, MI 49801
- Signed the 990
- KRISTIN SOMMERFELD, EXECUTIVE DIRECTOR
- Phone
- (906) 774-2256
- Website
- WWW.DICSAMI.ORG
- Return prepared by
- MANER COSTERISAN PC
Mission
IT IS THE MISSION OF UPCSI TO CONNECT PEOPLE TO RESOURCES, PROVIDE A MEANS TO OVERCOME CHALLENGES, STRENGTHEN SELF-SUFFICIENCY, AND WORK IN PARTNERSHIP WITH OUR COMMUNITY TO MAKE A DIFFERENCE IN THE LIVES OF OUR NEIGHBORS.
Program accomplishments
- TRANSPORTATION:DOOR TO DOOR TRANSPORTATION WAS PROVIDED FOR INDIVIDUALS 60 YEARS OF AGE OR OLDER, HANDICAPPED PERSONS, AND GENERAL PUBLIC IN IRON MOUNTAIN, KINGSFORD, NORWAY, IRON RIVER, AND CRYSTAL FALLS. RIDES MAY BE ARRANGED FOR APPOINTMENTS, SHOPPING, LUNCH AT THE LOCAL SENIOR CENTER, ETC. ALL VEHICLES ARE WHEELCHAIR ACCESSIBLE. 11,844 RIDES WERE PROVIDED.Expenses $318,376 · revenue $89,905
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 38-2940206
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20Z)
- Assets (IRS master file)
- $258,422
- Income (IRS master file)
- $508,797
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $508,797 | $374,790 | $258,422 | IRS |
| 990 | September 2024 | $286,212 | $334,615 | $132,270 | IRS |
| 990 | September 2023 | $221,417 | $261,857 | $120,575 | XML |
| 990 | September 2022 | $221,846 | $282,892 | $149,609 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2940206).
Questions about U P COMMUNITY SERVICES INC
- What is the EIN of U P COMMUNITY SERVICES INC?
- The employer identification number (EIN) of U P COMMUNITY SERVICES INC is 38-2940206.
- Is U P COMMUNITY SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to U P COMMUNITY SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does U P COMMUNITY SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of U P COMMUNITY SERVICES INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did U P COMMUNITY SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of U P COMMUNITY SERVICES INC?
- The 990 for the year ended September 30, 2025 names KRISTIN SOMMERFELD.
- Who are the officers and directors of U P COMMUNITY SERVICES INC?
- The 990 for the year ended September 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does U P COMMUNITY SERVICES INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $508,797, expenses of $374,790 and total assets of $258,422 at year end.
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