UPSTATE UNITED INC (EIN 462547597) - 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

2013

Legal Domicile

Principal Officer

JUSTIN WILCOX

Phone

5852564610

Tax Period

2023-01-01 to 2023-12-31

UPSTATE UNITED INC, founded in 2013, is a small nonprofit in the Community Improvement sector that reported $317K in total revenue in fiscal year 2023. Revenue surged 141% from the prior year, signaling strong growth momentum. Expenses of $364K exceeded revenue, resulting in a 15% operating deficit.

Mission

AN EDUCATION AND ADVOCACY COALITION DEDICATED TO ACHIEVING REFORMS IN ALBANY THAT MAKE UPSTATE NEW YORK A STRONGER PLACE TO DO BUSINESS.

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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 $265,427

Program Service Revenue $51,500

Investment Income $0

Other Revenue $0

TOTAL REVENUE $316,927

Expense Breakdown

Grants Paid $95,000

Salaries & Benefits $193,684

Fundraising Expenses $0

Other Expenses $75,603

TOTAL EXPENSES $364,287

Year-over-Year Comparison

	2023	2022	Change
Revenue	$316,927	$131,751	+1.4%
Expenses	$364,287	$303,698	+0.2%
Net Income	$-47,360	$-171,947	-0.7%

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

Volunteers

N/A

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

$124,161

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN SAMPSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DOTTIE GALLAGHER	VICE CHAIR (RESIGNED AUG 2023)	1.00	Officer Director	$0	$0	$0
GARRY DOUGLAS	SECRETARY	1.00	Officer Director	$0	$0	$0
STACEY DUNCAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN WILCOX	EXECUTIVE DIRECTOR	40.00	Officer	$100,000	$24,161	$124,161

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	$316,927	$364,287	$33,562	$-47,360
2022	$131,751	$303,698	$80,922	$-171,947
2021	$224,527	$262,997	$252,869	$-38,470
2020	$254,901	$203,440	$291,339	$51,461
2019	$256,111	$282,827	$239,878	$-26,716
2018	$228,020	$232,073	$266,594	$-4,053

UPSTATE UNITED INC