THE UPSTATE FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

GAIL MCINTYRE CPA

Phone

3154644416

Tax Period

2025-01-01 to 2025-12-31

THE UPSTATE FOUNDATION INC, founded in 1976, is a mid-sized nonprofit in the Human Services sector that reported $31.9M in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $15.8M, a strong 50% operating margin.

Mission

TO RECEIVE AND ADMINISTER GIFTS AND BEQUESTS FOR CHARITABLE PURPOSES FOR EDUCATION, RESEARCH, PATIENT CARE AND COMMUNITY HEALTH AND WELLBEING, FOR SUNY UPSTATE MEDICAL UNIVERSITY AND THE CENTRAL NY REGION.

Program Service Accomplishments

Program 1

Expenses: $12,510,005 Revenue: $18,747,223

SCIENTIFIC AND EDUCATIONAL AWARDS AND SCHOLARSHIPS FOR STUDENTS AND FACULTY AT SUNY UPSTATE MEDICAL UNIVERSITY AND HEALTHCARE SUPPORT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $13,209,609

Program Service Revenue $0

Investment Income $18,156,689

Other Revenue $549,346

TOTAL REVENUE $31,915,644

Expense Breakdown

Grants Paid $10,767,850

Salaries & Benefits $0

Fundraising Expenses $2,113,585

Program Expenses $12,510,005

Other Expenses $5,317,811

TOTAL EXPENSES $16,085,661

Year-over-Year Comparison

	2025	2024	Change
Revenue	$31,915,644	$35,375,330	-0.1%
Expenses	$16,085,661	$18,934,760	-0.2%
Net Income	$15,829,983	$16,440,570	0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

200

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL P MELLO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RITA L REICHER PHD	CHAIR	1.00	Officer Director	$0	$0	$0
DODIE VLASSIS	SECRETARY	1.00	Officer Director	$0	$0	$0
GAIL M MCINTYRE CPA	TREASURER	1.00	Officer Director	$0	$0	$0
J DANIEL PLUFF	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
JULI G BOEHEIM	DIRECTOR	0.50	Director	$0	$0	$0
JOHN F BROGAN CPA	DIRECTOR	0.50	Director	$0	$0	$0
KAREN K BULLIVANT	DIRECTOR	0.50	Director	$0	$0	$0
STEPHEN YL CHOW	DIRECTOR	0.50	Director	$0	$0	$0
CHUNG-TAIK CHUNG MD	DIRECTOR	0.50	Director	$0	$0	$0
GARY GROSSMAN CPA	DIRECTOR	0.50	Director	$0	$0	$0
GREGORY L EASTWOOD MD	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM J KILLORY CPA	DIRECTOR	0.50	Director	$0	$0	$0
JOSEPH L LALONDE	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT M MATUKAS	DIRECTOR	0.50	Director	$0	$0	$0
STEPHEN P MCCOY CPA	DIRECTOR	0.50	Director	$0	$0	$0
MAUREEN DUNN MCGLYNN	DIRECTOR	0.50	Director	$0	$0	$0
JOHN L MURAD JR	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW K PALMER MD	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL H RATNER MD	DIRECTOR	0.50	Director	$0	$0	$0
DAVID K SCHNECKENBURGER	DIRECTOR	0.50	Director	$0	$0	$0
JOSHUA P SOLOMON	DIRECTOR	0.50	Director	$0	$0	$0
NATHAN ANDREWS	DIRECTOR	0.50	Director	$0	$0	$0
APRIL STONE	DIRECTOR	0.50	Director	$0	$0	$0
PHILLIP CAPOZZI MD	DIRECTOR	0.50	Director	$0	$0	$0
TIMOTHY A DAMRON MD	DIRECTOR	0.50	Director	$0	$0	$0
MANTOSH DEWAN MD	EX-OFFICIO	0.50	Director	$0	$0	$0
KOLLIN BLACK	DIRECTOR	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$31,915,644	$16,085,661	$324,860,370	$15,829,983
2024	No data	No data	No data	No data
2023	$27,314,642	$11,757,582	$261,658,864	$15,557,060
2022	$16,462,782	$10,739,138	$222,964,780	$5,723,644
2021	$33,065,894	$11,555,130	$259,773,973	$21,510,764
2020	$30,116,422	$9,349,863	$230,479,501	$20,766,559
2019	$17,383,812	$9,949,602	$204,191,816	$7,434,210
2018	$13,589,734	$8,378,483	$177,858,182	$5,211,251