Civic Intelligence

Upton Foundation Inc

990 • Fiscal year 2010 • EIN 16-1190284

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 14, 2011

Organization ProfileN/A
3 Upton Park14607-1500
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2010 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$801,317

No earlier filing loaded for comparison.

Net Assets

$799,567

No earlier filing loaded for comparison.

Liabilities

$1,750

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$129,541

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $801,317Liabilities 2010: $1,750Net Assets 2010: $799,5672010Assets 2011: $782,269Liabilities 2011: $1,750Net Assets 2011: $780,5192011Assets 2012: $818,857Liabilities 2012: $0Net Assets 2012: $818,8572012Assets 2013: $829,733Liabilities 2013: $0Net Assets 2013: $829,7332013Assets 2014: $320,779Liabilities 2014: $0Net Assets 2014: $320,7792014Assets 2015: $282,095Liabilities 2015: $2,430Net Assets 2015: $279,6652015Assets 2016: $276,912Liabilities 2016: $17,908Net Assets 2016: $259,0042016Assets 2017: $256,316Liabilities 2017: $11,325Net Assets 2017: $244,9912017Assets 2018: $243,416Liabilities 2018: $1,260Net Assets 2018: $242,1562018

Highlighted filing

2010

Assets$801,317
Liabilities$1,750
Net Assets$799,567
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $129,5412010Expenses 2011: $69,5912011Expenses 2012: $25,4322012Revenue 2013: $67,883Expenses 2013: $57,007Net Income 2013: $10,8762013Revenue 2014: $66,814Expenses 2014: $60,048Net Income 2014: $6,7662014Revenue 2015: $45,757Expenses 2015: $86,871Net Income 2015: -$41,1142015Revenue 2016: $61,706Expenses 2016: $82,367Net Income 2016: -$20,6612016Revenue 2017: $61,917Expenses 2017: $75,930Net Income 2017: -$14,0132017Revenue 2018: $38,616Expenses 2018: $18,410Net Income 2018: $20,2062018

Highlighted filing

2010

Revenue-
Expenses$129,541
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 14, 2011
Return Version
2010v3.4
Gross Receipts
$53,450
Mission and Program Overview

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 and others.

Filing and Contact Details

Filer

EIN
16-1190284
Raw XML AppendixShowing 400 of 511 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE ENDOWMENT FUND IS MADE UP OF DONOR RESTRICTED GIFTS THAT MUST BE MAINTAINED BY THE COMPANY IN PERPETUITY TO PROVIDE PRESENT AND FUTURE INCOME FOR OPERATIONS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE COMPANY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE COMPANY HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION. THE COMPANY IS NO LONGER SUBJECT TO AUDITS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2007.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE UPTON FOUNDATION INC. BOARD OF DIRECTORS APPROVES THE GRANTS MADE BY THE ORGANIZATION AND WORKS WITH THE WESLEY GARDENS CORPORATION'S BOARD OF DIRECTORS AND STAFF TO INSURE THAT THE DONATION IS BEING USED PROPERLY.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
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IRS990ScheduleO/GeneralExplanation/Explanation0THE WESLEY GROUP IS THE SOLE MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1THE SOLE MEMBER OF THE ORGANIZATION, THE WESLEY GROUP, ELECTS THE BOARD MEMBERS OF THE FOUNDATION.
IRS990ScheduleO/GeneralExplanation/Explanation2THE FORM 990 IS PREPARED BY UPTON FOUNDATION AND THEN SENT TO THE OUTSIDE ACCOUNTANTS FOR REVIEW. ONCE THE FORM 990 HAS BEEN REVIEWED BY THE OUTSIDE ACCOUNTANTS AND ALL THE QUESTIONS ARE CLEARED UP, COPIES OF THE 990 ARE ELECTRONICALLY DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO IT BEING FILED. DIRECTORS ARE INSTRUCTED TO CONTACT THE DIRECTOR OF FINANCE WITH ANY QUESTIONS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DECLARATION ANNUALLY. DIRECTORS AND OFFICERS ARE ASKED AT EACH BOARD MEETING IF THERE HAVE BEEN ANY CHANGES THAT THE ORGANIZATION SHOULD BE AWARE OF. IF A CONFLICT IS IDENTIFIED, BOARD MEMBERS WOULD BE EXCUSED FROM PARTICIPATING IN DISCUSSION AND VOTING FOR ANY ITEM DEEMED RELEVANT TO THEIR CONFLICT. THE POLICY IS ALSO MONITORED AND ENFORCED THROUGH OBSERVATIONS AND WHISTLE BLOWING.
IRS990ScheduleO/GeneralExplanation/Explanation4UPTON FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE BY POSTING IT ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORM 990 AS WELL AS THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST AT 3 UPTON PARK, ROCHESTER, NY 14607...OR BY CALLING THE ORGANIZATION DIRECTLY AT (585-241-2131).
IRS990ScheduleO/GeneralExplanation/Explanation5THE FOLLOWING BOARD MEMBERS SERVED ON BOTH OF THE BOARDS OF WESLEY GARDENS CORP. AND WESLEY GROUP INC: LAWRENCE BELLE, ROBERT W. JONES III, ROBERT MADDAMMA, RICH MILEO, AND TAMRA SARUBBI. THE BOARD'S MEET FIVE TIMES PER YEAR AND BUSINESS FOR UPTON FOUNDATION INC., WESLEY GARDENS CORP., AND WESLEY GROUP INC. ARE DISCUSSED AT THOSE TIMES. ON AVERAGE, THE PEOPLE LISTED ABOVE WORK ABOUT THIRTEEN HOURS PER YEAR BETWEEN THE THREE BOARDS.
IRS990ScheduleO/GeneralExplanation/Explanation6NET UNREALIZED GAINS ON INVESTMENTS: 15,298.
IRS990ScheduleO/GeneralExplanation/Explanation7THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier3CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII, SECTION A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine103 UPTON PARK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine113 UPTON PARK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine123 UPTON PARK
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2ROCHESTER
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode014607
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode114607
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode214607
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg20
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA1N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA2N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0223139841
IRS990ScheduleR/Form990ScheduleRPartII/EIN1222874483
IRS990ScheduleR/Form990ScheduleRPartII/EIN2160801793
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)3
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(C)3
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection2501(C)3
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0NY
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1NY
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState2NY
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10WESLEY GARDENS CORPORATION
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11WESLEY GROUP INC
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12WESLEY ON EAST LTD
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0SKILLED NURSING FACILITY
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1PROVIDE HOUSING AND HEALTHCARE SERVICES TO SENIOR CITIZENS

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$801,317
Liabilities
$1,750
Net assets
$799,567
Revenue
-
Expenses
$129,541
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.01$2.42$0.39$0.18$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.11$2.45$0.62$0.76$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.77$0.18$2.59$0.62$0.82$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.82$0.02$2.80$0.46$0.87$0.41
2014Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.67$0.60$0.07
2013Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.68$0.57$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.19$0.00$8.19$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.82$0.02$7.81$0.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.01$0.02$8.00$1.30