THE UPSTATE FOUNDATION INC

EIN: 161068101 501(c)(3) Human Services

SYRACUSE, NY

Total Revenue
$31,915,644
Total Expenses
$16,085,661
Total Assets
$324,860,370
Net Assets
$218,069,572
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
NY
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 PRIMARILY MADE ON BEHALF OF THE SUNY UPSTATE MEDICAL UNIVERSITY.

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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%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
28
Independent Members
28
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
5
$0
Total Directors
28
$0
Key Employees
0
$0
Highest Compensated
0
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
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