University Professional and Continuing Education Association

Nonprofit profile at a glance

EIN
416030721
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Washington, DC, USA
Phone
2026593130
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$7,249,374
Expenses
$6,481,895
Assets
$7,033,051
Liabilities
$3,192,327

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

30 people listed

Executive titles in this filing

  • KIM SIEGENTHALER (PRESIDENT)
  • ROBERT BRUCE (PRESIDENT-ELECT)
  • DAVE CILLAY (IMMEDIATE PAST PRESIDENT)
  • ROBERT HANSEN (CHIEF EXECUTIVE OFFICER)
  • AMY HEITZMAN (DEPUTY CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • ROBERT HANSEN (CHIEF EXECUTIVE OFFICER): $415,721 total reported compensation
  • AMY HEITZMAN (DEPUTY CHIEF EXECUTIVE OFFICER): $248,158 total reported compensation
  • JULIE URANIS (SR VP FOR ONLINE AND STRATEGY): $198,205 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

University professional and continuing education association (upcea) advances leadership in professional, continuing and online education. The association is dedicated to meeting the needs of professional members and the institutions they serve.

What it reported doing in 2024

Professional development: provides the essential skills and knowledge needed to earn a recognizable credential from the leading association for professional, continuing, and online (pco) education. Facilitated by leading experts with realworld experience in the field, our programs offer highvalue, relevant content and actionable takeaways for practitioners at all levels. It also provides a forum for peers to engage from across the field in a virtual classroom to strengthen understanding, breadth of knowledge, and skills. Badges are awarded upon successful completion of each course.additional programs include marketing and enrollment seminar, member services, distance and learning, professional development, sola-r, and other miscellaneous activitiesin alignment with upcea's mission.

Operating model

Revenue model
Other-operating. 85% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 50
  • Transparency & Controls: 84
  • Accountability: 95
  • Sustainability: 45
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 53.7%; rating input score 54
  • Program expense ratio: 57.5%; rating input score 58
  • Fundraising efficiency: $0.92 raised per $1 spent on fundraising; rating input score 2; 2nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 10.6%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 1.09; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: 0.45; rating input score 23; 23rd percentile among comparable filings
  • Officer compensation ratio: 28.6%; rating input score 6; 6th percentile among comparable filings

Growth

  • Program expense growth: 3.6% per year; rating input score 100; 31st percentile among comparable filings
  • Revenue growth: 7.1% per year; rating input score 100; 55th percentile among comparable filings
  • Asset growth: 12.9% per year; rating input score 100; 69th percentile among comparable filings

Details

  • Where the money goes: 53.7% of revenue deployed · 57.5% of spending went to programs
  • Governance: 22 of 22 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $3.7M in reported program spending
  • Leadership: top reported pay $416K · 30 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 54/100.
  • Review — Financial Efficiency: Program expense ratio scored 58/100.
  • High — Financial Efficiency: Fundraising efficiency scored 2/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • High — Sustainability: Officer compensation ratio scored 6/100.
  • High — Sustainability: Liabilities to assets ratio scored 23/100.