Upstate New York Community Partners Inc (EIN 472616775) - 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

2015

Legal Domicile

Principal Officer

Clay Simmons

Phone

5853254170

Tax Period

2023-01-01 to 2023-12-31

Upstate New York Community Partners Inc, founded in 2015, is a small nonprofit in the Housing & Shelter sector that reported $859K in total revenue in fiscal year 2023. Expenses of $1.1M exceeded revenue, resulting in a 23% operating deficit.

Mission

Providing housing solutions for people and neighborhoods to build vibrant communities.

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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 $208,985

Program Service Revenue $649,850

Investment Income $0

Other Revenue $0

TOTAL REVENUE $858,835

Expense Breakdown

Grants Paid $0

Salaries & Benefits $680,765

Fundraising Expenses $0

Program Expenses $142,081

Other Expenses $372,987

TOTAL EXPENSES $1,053,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$858,835	$796,264	+0.1%
Expenses	$1,053,752	$1,102,790	0.0%
Net Income	$-194,917	$-306,526	-0.4%

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

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

$413,598

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelley Ross-Brown	Member	1.30	Director	$0	$0	$0
Christine Sanborn	Member	1.30	Director	$0	$0	$0
Brian D White	Member	1.30	Director	$0	$0	$0
Bruce Rumbold	Member	1.30	Director	$0	$0	$0
Andrew Constantino	Treasurer	1.30	Officer Director	$0	$0	$0
Dan Hawrylczak	President	1.30	Officer Director	$0	$0	$0
Matt McDermott	Chair	1.30	Officer Director	$0	$0	$0
Cathy Comiskey	Vice President	1.30	Officer Director	$0	$0	$0
Michele Graves	Member (Through 5/23)	1.30	Director	$0	$0	$0
Benjamin Bissell	Member	1.30	Director	$0	$0	$0
Christopher Willey	Member	1.30	Director	$0	$0	$0
Lauren Jednak	Member	1.30	Director	$0	$0	$0
Laura Pennington	Member	1.30	Director	$0	$0	$0
Darnell Haywood	Member	1.30	Director	$0	$0	$0
Donna Stepien	Member	1.30	Director	$0	$0	$0
Kristen Conrow-Goshen	Secretary	1.30	Officer Director	$0	$0	$0
Lucy Candelario	Member	1.30	Director	$0	$0	$0
Jerome Nagy - Chief	Executive Officer (Through 1/23)	39.00	Officer	$18,198	$779	$18,977
Kelley Swann	Chief Operating Officer/Interim CEO (2/23 - 7/23)	46.00	Officer	$129,971	$7,500	$137,471
Adriana Eastlack	Director of Finance	41.00	Officer	$88,345	$7,500	$95,845
Clarence Simmons - Chief	Executive Officer (Beginning 7/23)	46.00	Officer	$68,076	$3,461	$71,537
Kathleen Steinman	Director of Homeownership	13.00	Officer	$22,263	$7,499	$89,768

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	$858,835	$1,053,752	$442,223	$-194,917
2022	$796,264	$1,102,790	$686,210	$-306,526
2021	$1,073,956	$888,002	$883,755	$185,954
2020	$978,902	$809,219	$629,265	$169,683
2019	$1,000,482	$825,046	$305,670	$175,436
2018	$813,095	$796,852	$144,532	$16,243

Upstate New York Community Partners Inc