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UPIC SOLUTIONS, INC.

Company Details

Name: UPIC SOLUTIONS, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 07 Mar 2001 (24 years ago)
Organization Date: 07 Mar 2001 (24 years ago)
Last Annual Report: 28 Feb 2025 (3 months ago)
Organization Number: 0511882
Industry: Business Services
Number of Employees: Small (0-19)
Principal Office: 7870 E. Kemper Rd., suite 470, Cincinnati, OH 45249
Place of Formation: KENTUCKY

Director

Name Role
EDWARD C. SABATINO, JR. Director
YVONNE L. GRAY Director
Tommie Lewis Director
Melanie Gresson Director
JOE TOLAN Director
Vander Corliss Director
Ben Donlon Director
Chris Sargent Director
John Taylor Director
Sara Fowler Director

Incorporator

Name Role
CLIFTON B. CLARK, ESQ. Incorporator

Registered Agent

Name Role
JOSH R. HOWARD Registered Agent

Officer

Name Role
Josh Howard Officer
Heather Reed Officer

Form 5500 Series

Employer Identification Number (EIN):
611386122
Plan Year:
2021
Number Of Participants:
44
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
33
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
28
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
27
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
30
Sponsors Telephone Number:

Former Company Names

Name Action
UNITED WAY PROCESSING AND INFORMATION CENTER, INC. Old Name

Filings

Name File Date
Annual Report 2025-02-28
Principal Office Address Change 2024-04-05
Registered Agent name/address change 2024-04-05
Annual Report 2024-04-05
Annual Report 2023-04-23

USAspending Awards / Financial Assistance

Date:
2020-05-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
595400.00
Total Face Value Of Loan:
595400.00

Trademarks

Serial Number:
90560330
Mark:
CRM LITE
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-03-04
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CRM LITE

Goods And Services

For:
Charitable services, namely, providing temporary use of online non-downloadable software to nonprofit organizations, educational institutions, and charitable organizations, said software used for CRM, tracking pledges and donations, workplace campaign management, volunteer and board management, and...
First Use:
2020-11-19
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
90560328
Mark:
CRM LITE
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-03-04
Mark Drawing Type:
5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM
Mark Literal Elements:
CRM LITE

Goods And Services

For:
Charitable services, namely, providing temporary use of online non-downloadable software to nonprofit organizations, educational institutions, and charitable organizations, said software used for CRM, tracking pledges and donations, workplace campaign management, volunteer and board management, and...
First Use:
2020-11-19
International Classes:
042 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
595400
Current Approval Amount:
595400
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
600841.29

Sources: Kentucky Secretary of State