UPSTATE CARING PARTNERS FOUNDATION INC (EIN 161304414) - 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

1987

Legal Domicile

Principal Officer

GENO DECONDO

Phone

3157246907

Tax Period

2023-01-01 to 2023-12-31

UPSTATE CARING PARTNERS FOUNDATION INC, founded in 1987, is a small nonprofit in the Diseases & Disorders sector that reported $974K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $727K, a strong 75% operating margin.

Mission

UPSTATE CARING PARTNERS FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION WHOSE MISSION IS TO RAISE FUNDS FOR THE BENEFIT OF PROGRAMS AND SERVICES FOR CHILDREN AND ADULTS WITH DISABILITIES AS WELL AS INDIVIDUALS WITH BEHAVIORAL HEALTH SUPPORT NEEDS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $228,717

Program Service Revenue $0

Investment Income $787,980

Other Revenue $-42,870

TOTAL REVENUE $973,827

Expense Breakdown

Grants Paid $9,110

Salaries & Benefits $0

Fundraising Expenses $59,943

Program Expenses $9,110

Other Expenses $237,252

TOTAL EXPENSES $246,362

Year-over-Year Comparison

	2023	2022	Change
Revenue	$973,827	$1,028,723	-0.1%
Expenses	$246,362	$613,976	-0.6%
Net Income	$727,465	$414,747	+0.8%

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

Total Directors

$331,078

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW WARD	SECRETARY	2.00	Officer Director	$0	$0	$0
GARY HEENAN	TREASURER	2.00	Officer Director	$0	$0	$0
GENO DECONDO	EX-OFFICER, VOTING MEMBER	1.00	Director	$0	$19,110	$331,078

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
2024	No data	No data	No data	No data
2023	$973,827	$246,362	$17,521,728	$727,465
2022	$1,028,723	$613,976	$14,902,030	$414,747
2021	$1,541,505	$327,086	$18,298,665	$1,214,419
2020	$666,737	$736,405	$16,267,675	$-69,668
2019	$1,055,989	$1,278,292	$14,447,652	$-222,303
2018	$928,636	$728,864	$12,680,471	$199,772

UPSTATE CARING PARTNERS FOUNDATION INC