Organizations Filed Purposes:
THE UNCLAIMED PROPERTY PROFESSIONALS ORGANIZATION (UPPO) IS A NOT-FOR-PROFIT ORGANIZATION THAT IS THE PREMIER RESOURCE FOR UNCLAIMED PROPERTY INFORMATION, EDUCATION, NETWORKING AND ADVOCACY FOR THE PRIVATE SECTOR. THE VISION OF UPPO IS TO BE THE LEADER IN UNCLAIMED PROPERTY COMPLIANCE AND REFORM.
RESOURCE FOR PROFESSIONAL UNCLAIMED PROPERTY EDUCATION, INFORMATION, NETWORKING AND ADVOCACY.
EDUCATION:UPPO OFFERS EDUCATIONAL EVENTS FOR BOTH MEMBERS AND NON-MEMBERS. ITS MAIN EDUCATIONAL EVENTS INCLUDE WEBINARS AND THE ANNUAL CONFERENCE WITH MEMBERSHIP BUSINESS MEETING.WEBINARS:UPPO BEGAN OFFERING WEBINARS IN DECEMBER 2009. WEBINARS ARE CONDUCTED FOR A REGISTRATION FEE AS WELL AS COMPLIMENTARY AS A MEMBER BENEFIT AND TO RECRUIT NEW MEMBERS. DURING FISCAL YEAR 2018-2019, $10,249 IN INCOME WAS EARNED WITH A CORRESPONDING EXPENSE OF $5,409 FOR NET REVENUE OF $4,840. AS PART OF UPPO'S STRATEGIC PLAN, WEBINARS ARE TO BE CONDUCTED AT LEAST ONCE PER FISCAL YEAR QUARTER. THE "VIRTUAL LEARNING" COMMITTEE CREATES THE TOPICS AND CONTENT TO HELP GROW THIS AREA.ANNUAL CONFERENCE:UPPO HAS CONDUCTED AN ANNUAL CONFERENCE WHICH IS TYPICALLY A THREE-DAY EDUCATIONAL EVENT THAT PROVIDES IN-DEPTH EDUCATION AND TRAINING FOR UNCLAIMED PROPERTY PROFESSIONALS. IN ADDITION, THERE IS ALSO AN EXHIBITOR AREA. IN FISCAL YEAR 2018-2019 THE ANNUAL CONFERENCE HAD 24 EXHIBITS AND 690 ATTENDEES. THE ANNUAL CONFERENCE HAD A NET INCOME OF $292,296 FOR THE YEAR. THERE ARE TRACKS BASED ON LEVEL OF EXPERIENCE; BASIC, INTERMEDIATE AND ADVANCED. SOME OF THE TOPICS INCLUDE:-UNCLAIMED PROPERTY BASICS-LEGISLATIVE AND LEGAL UPDATE-THE ABC'S OF AUDITS-UNCLAIMED PROPERTY REFORM-POLICIES AND PROCEDURES-CONTACT BASICS-ASSET RECOVERY-AUDIT BASICS-HOLDERS' RIGHTS-MERGERS, ACQUISITIONS AND DIVESTITURES-ELECTRONIC REPORTINGCERTIFICATE PROGRAM:THIS PROGRAM IS DESIGNED FOR UNCLAIMED PROPERTY PRACTITIONERS TO COMPLETE NINE ONLINE COURSES AND TO ATTEND SEVERAL SESSIONS AT THE ANNUAL CONFERENCE, PASSING A TEST AFTER COMPLETING EACH SECTION. UPON SUCCESSFUL COMPLETION INDICATING THEY HAVE MASTERED THE BASICS OF UNCLAIMED PROPERTY COMPLIANCE. PARTICIPATION WAS LIMITED TO 65 PEOPLE TO ALLOW UPPO TO MONITOR THE PROGRAM AND MAKE ANY ADJUSTMENTS NECESSARY. THE PROGRAM PROVIDED NET INCOME OF $50,074.
MEMBERSHIP:DUES ARE PAID BY CORPORATIONS WITH FOUR DIFFERENT TIERS, EACH TIER WITH THE OPTION OF TWO LEVELS: BASIC AND PLUS:-TIER 1 MEMBERSHIP INCLUDES UP TO THREE INDIVIDUALSBASIC $520PLUS $835-TIER 2 MEMBERSHIP INCLUDES UP TO SIX INDIVIDUALSBASIC $895PLUS $1,180-TIER 3 MEMBERSHIP INCLUDES UP TO NINE INDIVIDUALSBASIC $1,235PLUS $1,520-TIER 4 MEMBERSHIP INCLUDES 10 TO 49 INDIVIDUALSBASIC $1,550PLUS $1,835-TIER 5 MEMBERSHIP INCLUDES 50-75 INDIVIDUALSBASIC $4,725PLUS $5,225THE "PLUS" LEVEL OF MEMBERSHIP ALLOWS THE MEMBER COMPANY TO CUSTOMIZE THE LEGISLATIVE ALERT SERVICE TO THEIR SPECIFIC INDUSTRY OR GEOGRAPHIC LOCATION(S).MEMBERSHIP BENEFITS INCLUDE:-STATE LEGISLATIVE COMPLIANCE TRACKING-LEGISLATIVE AND LEGAL ALERTS-ONLINE JURISDICTIONAL RESOURCE GUIDE-ONLINE COMMUNITIES OF PRACTICE/FORUMS-MEMBER-ONLY WEBSITE CONTENT-DISCOUNTS ON EDUCATIONAL REGISTRATION INCLUDING: VIRTUAL AND FACE TO FACE EDUCATION EVENTSQUARTERLY "COMPLIMENTARY" WEBINAR FOR MEMBERS ONLY-FREE ACCESS TO CAREER CENTER
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Toni Nuernberg | EXECUTIVE DIRECTOR | 10 | $0 |
| Evi Magnusson | WESTERN VICE PRESIDENT | 1 | $0 |
| Lisa Linden | WESTERN VICE PRESIDENT | 1 | $0 |
| Michelle Graf | SOUTHERN VICE PRESIDENT | 1 | $0 |
| Becky Stephens | MIDWESTERN VICE PRESIDENT | 1 | $0 |
| Michael Ryan | EASTERN VICE PRESIDENT | 1 | $0 |
| Jennifer Waryjas | SECRETARY | 1 | $0 |
| Christopher Jensen | TREASURER | 1 | $0 |
| Heather Steffans | 2ND VICE PRESIDENT | 1 | $0 |
| Troy Wangen | VICE PRESIDENT | 1 | $0 |
| Marilyn Henry | PRESIDENT | 2 | $0 |
| Carla Mcglynn | IMMEDIATE PAST PRESIDENT | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/201942849349301484_public.xml