Civic Intelligence

Upton Foundation Inc

990 • Fiscal year 2012 • EIN 16-1190284

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 17, 2013

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

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

60th percentile

4.7%

Faster asset growth than 60% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$818,857

Up $36,588 (+4.7%) from 2011

Net Assets

Up

$818,857

Up $38,338 (+4.9%) from 2011

Liabilities

Down

$0

Down $1,750 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$25,432

Down $44,159 (-63%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2012

Assets$818,857
Liabilities$0
Net Assets$818,857
Open 2012 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

2012

Revenue-
Expenses$25,432
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 17, 2013
Return Version
2012v2.1
Gross Receipts
$77,337
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 451 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/Form990ScheduleDPartXIII/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/Form990ScheduleDPartXIII/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, 2012, 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 2008.
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IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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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.
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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/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, ROBERT W. JONES III, RICH MILEO, AND TAMARA TITUS.
IRS990ScheduleO/GeneralExplanation/Explanation6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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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/BOY0161301
IRS990/TemporarilyRestrictedNetAssets/EOY0186563
IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine103 UPTON PARK
IRS990/TheBooksAreInCareOf/AddressUS/City0ROCHESTER
IRS990/TheBooksAreInCareOf/AddressUS/State0NY
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode014607
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10RICH MILEO
IRS990/TheBooksAreInCareOf/TelephoneNumber05852412131
IRS990/TotalAssets/BOY0782269
IRS990/TotalAssetsBOY0782269
IRS990/TotalAssets/EOY0818857
IRS990/TotalAssetsEOY0818857
IRS990/TotalCompGT150K01
IRS990/TotalContributions031267
IRS990/TotalExpensesCurrentYear025432
IRS990/TotalExpensesPriorYear069591
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral025407
IRS990/TotalFunctionalExpenses/ProgramServices025
IRS990/TotalFunctionalExpenses/Total025432

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$818,857
Liabilities
$0
Net assets
$818,857
Revenue
-
Expenses
$25,432
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