Civic Intelligence

Upton Foundation Inc

990 • Fiscal year 2011 • EIN 16-1190284

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 07, 2012

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

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2011 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

38th percentile

-2.4%

Faster asset growth than 38% of similar nonprofits.

2011 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$782,269

Down $19,048 (-2.4%) from 2010

Net Assets

Down

$780,519

Down $19,048 (-2.4%) from 2010

Liabilities

Flat

$1,750

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$69,591

Down $59,950 (-46%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2011

Assets$782,269
Liabilities$1,750
Net Assets$780,519
Open 2011 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

2011

Revenue-
Expenses$69,591
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 7, 2012
Return Version
2011v1.2
Gross Receipts
$65,498
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 471 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.

Path#Value
IRS990/AccountantCompileOrReview01
IRS990/AccountsPayableAccruedExpenses/BOY01750
IRS990/AccountsPayableAccruedExpenses/EOY01750
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0UPTON FOUNDATION, INC., D/B/A FRIENDS OF WESLEY, CONDUCTS FUND RAISING ACTIVITIES IN THE ROCHESTER, NY, AREA FOR THE BENEFIT OF THE WESLEY GARDENS CORPORATION AND OTHERS.
IRS990/AddressPrincipalOfficerUS/AddressLine103 UPTON PARK
IRS990/AddressPrincipalOfficerUS/City0ROCHESTER
IRS990/AddressPrincipalOfficerUS/State0NY
IRS990/AddressPrincipalOfficerUS/ZIPCode0146071500
IRS990/AllOtherContributions024008
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/ChangesToOrganizingDocs00
IRS990/CntrbtnsRprtdFundraisingEvents05206
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear029214
IRS990/ContributionsGrantsPriorYear041163
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0GRANTS ARE AWARDED TO BENEFIT RESIDENTS OF WESLEY GARDENS CORPORATION, A NURSING HOME LOCATED IN ROCHESTER, NY, AND OTHERS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DoingBusinessAs/BusinessNameLine10FRIENDS OF WESLEY
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/ExcessBenefitTransaction00
IRS990/Expense039950
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral01000
IRS990/FeesForServicesAccounting/Total01000
IRS990/FinancialStatementSeparate0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek60.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek70.30
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/NamePerson0NICKI MOREY
IRS990/Form990PartVIISectionA/NamePerson1LARRY BELLE
IRS990/Form990PartVIISectionA/NamePerson2RICK KREMPIN
IRS990/Form990PartVIISectionA/NamePerson3DAVID OLIVEIRI
IRS990/Form990PartVIISectionA/NamePerson4GEORGE WALLACE
IRS990/Form990PartVIISectionA/NamePerson5ROBERT W JONES III
IRS990/Form990PartVIISectionA/NamePerson6RICH MILEO
IRS990/Form990PartVIISectionA/NamePerson7TAMRA SARUBBI
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation512280
IRS990/Form990PartVIISectionA/OtherCompensation612280
IRS990/Form990PartVIISectionA/OtherCompensation711641
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs5194195
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs6107723
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs760495
IRS990/Form990PartVIISectionA/Title0CHAIRMAN
IRS990/Form990PartVIISectionA/Title1SECRETARY/TREASURER
IRS990/Form990PartVIISectionA/Title2BOARD MEMBER
IRS990/Form990PartVIISectionA/Title3BOARD MEMBER
IRS990/Form990PartVIISectionA/Title4BOARD MEMBER
IRS990/Form990PartVIISectionA/Title5PRESIDENT
IRS990/Form990PartVIISectionA/Title6ASSISTANT TREASURER
IRS990/Form990PartVIISectionA/Title7ASSISTANT SECRETARY
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities01
IRS990/FundraisingDirectExpenses011965
IRS990/FundraisingEvents05206
IRS990/FundsToPayPremiums00
IRS990/Gaming00
IRS990/GamingDirectExpenses02990
IRS990/Grants039950
IRS990/GrantsAndSimilarAmntsCY039950
IRS990/GrantsAndSimilarAmntsPriorYear099789
IRS990/GrantsToDomesticOrgs/ProgramServices039950
IRS990/GrantsToDomesticOrgs/Total039950
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossIncomeFundraisingEvents029949
IRS990/GrossIncomeGaming02774
IRS990/GrossReceipts065498
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartVII0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear03561
IRS990/InvestmentIncome/ExclusionAmount03561
IRS990/InvestmentIncomePriorYear02712
IRS990/InvestmentIncome/TotalRevenueColumn03561
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0124966
IRS990/InvestmentsPubTradedSecurities/EOY0129203
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0UPTON FOUNDATION, INC., D/B/A FRIENDS OF WESLEY, CONDUCTS FUND RAISING ACTIVITIES IN THE ROCHESTER, NY, AREA FOR THE BENEFIT OF THE WESLEY GARDENS CORPORATION, A NON-PROFIT HEALTH CARE ENTITY AND OTHERS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0ROBERT W JONES III
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesBOY0799567
IRS990/NetAssetsOrFundBalancesEOY0780519
IRS990/NetIncomeFromFundraisingEvents/ExclusionAmount017984
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn017984
IRS990/NetIncomeFromGaming/ExclusionAmount0-216
IRS990/NetIncomeFromGaming/TotalRevenueColumn0-216
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers05
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/ManagementAndGeneral0763
IRS990/OfficeExpenses/Total0763
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0631856
IRS990/OtherAssetsTotal/EOY0552406
IRS990/OtherExpensePriorYear029752
IRS990/OtherExpensesCurrentYear029641
IRS990/OtherExpenses/Description0ADMINISTRATIVE EXPENSES
IRS990/OtherExpenses/ManagementAndGeneral027878
IRS990/OtherExpenses/Total027878
IRS990/OtherRevenueCurrentYear017768
IRS990/OtherRevenuePriorYear0-12463
IRS990/PartialLiquidation00
IRS990/PermanentlyRestrictedNetAssets/BOY0100
IRS990/PermanentlyRestrictedNetAssets/EOY0100
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions01
IRS990/QuidProQuoDisclosure01
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0-19048
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets01
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/Revenue00
IRS990/RevenuesLessExpensesCY0-19048
IRS990/RevenuesLessExpensesPriorYear0-98129
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY044495
IRS990/SavingsAndTempCashInvestments/EOY0100660
IRS990ScheduleA/AmountsSubstContributorsTotal062418
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear029214
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year041163
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years068778
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years050154
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years040427
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0229736
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear03561
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year03112
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years03012
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years04605
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years04231
IRS990ScheduleA/GrossInvestmentIncome170/Total018521
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.67400
IRS990ScheduleA/PublicSupportPertcentPriorYear00.30470
IRS990ScheduleA/PublicSupportTotal1700167318
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear029214
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year041163
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years068778
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years050154
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years040427
IRS990ScheduleA/Total170/Total0229736
IRS990ScheduleA/TotalSupport0248257
IRS990/ScheduleBRequired00
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0100
IRS990ScheduleD/CurrentYear/EndOfYearBalance0100
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance0100
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0100
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance0100
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0100
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance0100
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance0100
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
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/Explanation1FOR TAX EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2011, THE FOUNDATION DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE FOUNDATION FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS THROUGH 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:
IRS990ScheduleD/OtherAssets/BookValue0552406
IRS990ScheduleD/OtherAssets/Description0DUE FROM AFFILIATE
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/TotalBookValueOtherAssets0552406
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent105206
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal05206
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents011965
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent105503
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents05503
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1035155
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal035155
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1029949
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents029949
IRS990ScheduleG/EventsInformation/NameOfEvent10GOLF TOURNAMENT
IRS990ScheduleG/EventsInformation/NetIncomeSummary017984
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent10982
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents0982
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent105480
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents05480
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.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine103 UPTON PARK
IRS990ScheduleI/RecipientTable/AddressUS/City0ROCHESTER
IRS990ScheduleI/RecipientTable/AddressUS/State0NY
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode014607
IRS990ScheduleI/RecipientTable/AmountOfCashGrant034920
IRS990ScheduleI/RecipientTable/EINOfRecipient0223139841
IRS990ScheduleI/RecipientTable/IRCSection0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO BENEFIT THE RESIDENTS OF WESLEY GARDENS CORP.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10WESLEY GARDENS CORP
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs018088
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0176107
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0WESLEY GARDENS BOARD OF DIRECTORS CEO/EVALUATION COMPENSATION COMMITTEE CONSISTS OF FOUR BOARD MEMBERS WHO ARE APPROVED ANNUALLY TO SERVE ON THIS COMMITTEE. THE COMMITTEE ANNUALLY REVIEWS ACCOMPLISHMENTS AND SETS GOALS FOR THE CEO. AN INDEPENDENT COMPENSATION CONSULTANT PROVIDES A COMPETITIVE WAGE ANALYSIS AND RECOMMENDATION FOR THE CEO AND OTHER EXECUTIVE POSITIONS.
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 3
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0ROBERT W JONES III
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs012280
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0206475
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
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/Explanation2FORM 990 IS PREPARED BY UPTON FOUNDATION AND THEN SENT TO THE OUTSIDE ACCOUNTANT FOR REVIEW. ONCE THE FORM 990 HAS BEEN REVIEWED BY THE OUTSIDE ACCOUNTANTS AND ALL QUESTIONS ANSWERED, 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 ORGANIZATIONS SHOULD BE MADE AWARE OF. IF A CONFLICT IS IDENTIFIED, BOARD MEMBERS WOULD BE EXCUSED FROM PARTICIPATING IN DISCUSSIONS 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 IRS CODE. IN ADDITION, FORM 990 AS WELL AS THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES 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, KATHY KING-GRISWOLD, ROBERT MADDAMMA, ROBERT W. JONES, RICH MILEO AND TAMRA SARUBBI. THE BOARD'S MEET FIVE TIMES PER YEAR AND BUSINEES FOR UPTON FOUNDATION INC., WESLEY GARDENS CORP., AND WESLEY GROUP, INC. ARE DISCUSSED AT THOSE TIMES. ON AVERAGE, THE PEOPLE LISTED ABOVE WORK ABOUT FIFTEEN HOURS PER YEAR BETWEEN THE THREE BOARDS.
IRS990ScheduleO/GeneralExplanation/Explanation6THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VII, SECTION A
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 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/EIN0223137841
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 GARDEN CORP
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11WESLEY GROUP INC
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12WESLEY ON EAST LTD
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0SKILLED NURSING FACILITY
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1HOUSING & HEALTHCARE TO SENIORS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities2SKILLED NURSING - INACTIVE SINCE 2003
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 9
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus1LINE 11A, I
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus2LINE 9
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg01
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs01
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg01
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities01
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0NY
IRS990/StatesWhereCopyOfReturnIsFiled0NY
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY0155751
IRS990/TemporarilyRestrictedNetAssets/EOY0161301
IRS990/Terminated00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$782,269
Liabilities
$1,750
Net assets
$780,519
Revenue
-
Expenses
$69,591
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