UPSTATE FAMILY HEALTH CENTER INC (EIN 474829539) - 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

ANDREEA MERA

Phone

3156249470

Tax Period

2023-01-01 to 2023-12-31

UPSTATE FAMILY HEALTH CENTER INC, founded in 2015, is a mid-sized nonprofit in the Health Care sector that reported $10.6M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $11.8M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO IMPROVE THE OVERALL HEALTH AND WELLBEING OF THE COMMUNITY BY PROVIDING ACCESSIBLE, COMPREHENSIVE, HIGH QUALITY CARE TO ALL PEOPLE WITHOUT DISCRIMINATION AND REGARDLESS OF ABILITY TO PAY.

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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 $1,515,411

Program Service Revenue $8,941,493

Investment Income $0

Other Revenue $190,781

TOTAL REVENUE $10,647,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,720,581

Fundraising Expenses $0

Program Expenses $9,147,475

Other Expenses $5,104,457

TOTAL EXPENSES $11,825,038

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,647,685	$12,119,400	-0.1%
Expenses	$11,825,038	$11,622,985	+0.0%
Net Income	$-1,177,353	$496,415	-3.4%

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

123

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

$627,939

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH BOWERS	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BRUCE BRODSKY	CO-CHAIR	1.00	Officer Director	$0	$0	$0
JOHN CROSSLEY SR	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID MATHIS	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER VANWAGONER	DIRECTOR	1.00	Director	$0	$0	$0
MARY CAROL EVANS	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
ADAM ULLMAN	DIRECTOR	1.00	Director	$0	$0	$0
ALEN SMAJIC	DIRECTOR	1.00	Director	$0	$0	$0
SONIA MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN KOWALCZYK	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET WELLS	DIRECTOR	1.00	Director	$0	$0	$0
GRADY FAULKNER JR	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA DEMMA	DIRECTOR	1.00	Director	$0	$0	$0
RON LOUBIER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MILLIGAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$135,668	$14,009	$149,677
JOSEPH DIMARIA	CHIEF MEDICAL OFFICER	40.00	Officer	$203,975	$20,166	$224,141
STEVEN BROWN	INTERIM CHIEF EXECUTIVE OFFICER	40.00	Officer	$179,062	$0	$179,062
ANDREEA MERA	CHIEF EXECUTIVE OFFICER	40.00	Officer	$50,028	$0	$50,028
CYNTHIA GRABELDINGER	SENIOR DIRECTOR OF FINANCE	40.00	Officer	$24,808	$223	$25,031
DAVID LIU	PHYSICIAN	40.00	Highest	$296,279	$26,174	$322,453
MICHAEL BABULA	NURSE PRACTITIONER	40.00	Highest	$121,627	$25,117	$146,744
CHRISTOPHER MONTANARO	NURSE PRACTITIONER	40.00	Highest	$148,789	$18,523	$167,312
RYAN YOUNG	NURSE PRACTITIONER	40.00	Highest	$121,930	$17,299	$139,229
INNA SALISBURY	NURSE PRACTITIONER	40.00	Highest	$113,756	$15,171	$128,927

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
2024	No data	No data	No data	No data
2023	$10,647,685	$11,825,038	$4,768,110	$-1,177,353
2022	$12,119,400	$11,622,985	$5,613,323	$496,415
2021	$9,804,714	$8,630,095	$2,178,758	$1,174,619
2020	$9,375,971	$6,921,413	$1,604,605	$2,454,558
2019	$5,519,074	$5,404,087	$1,561,140	$114,987
2018	$2,269,230	$3,684,799	$916,440	$-1,415,569

UPSTATE FAMILY HEALTH CENTER INC