UPTON FOUNDATION INC (EIN 161190284) - Form 990 Financial Analysis & Trantor Score

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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

1982

Legal Domicile

Principal Officer

ROBERT W JONES III

Phone

5852412131

Tax Period

2018-01-01 to 2018-12-31

UPTON FOUNDATION INC, founded in 1982, is a micro nonprofit that reported $39K in total revenue in fiscal year 2018. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $20K, a strong 52% operating margin.

Mission

UPTON FOUNDATION, INC., D/B/A FRIENDS OF WESLEY, CONDUCTS FUND RAISING ACTIVITIES IN THE ROCHESTER, NEW YORK AREA FOR THE BENEFIT OF THE WESLEY GARDENS CORPORATION, A NOT-FOR-PROFIT ORGANIZATION.

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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 (2018)

Revenue Breakdown

Contributions & Grants $9,256

Program Service Revenue $0

Investment Income $8,665

Other Revenue $20,695

TOTAL REVENUE $38,616

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $950

Other Expenses $18,410

TOTAL EXPENSES $18,410

Year-over-Year Comparison

	2018	2017	Change
Revenue	$38,616	$61,917	-0.4%
Expenses	$18,410	$75,930	-0.8%
Net Income	$20,206	$-14,013	-2.4%

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

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

$346,848

Total Directors

$346,848

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS TRIBUNELLA	CHAIRMAN	0.30	Officer Director	$0	$0	$0
LARRY BELLE	SECRETARY / TREASURER	0.30	Officer Director	$0	$0	$0
ROBERT W JONES III	PRESIDENT	1.00	Officer Director	$0	$6,840	$346,848
THOMAS SMITH	BOARD MEMBER	0.30	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
2018	$38,616	$18,410	$243,416	$20,206

UPTON FOUNDATION INC