Civic Intelligence

Upton Foundation Inc

990 • Fiscal year 2016 • EIN 16-1190284

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization ProfileN/A
3 Upton ParkRochester, NY 14607-1500

(585) 241-2131

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.29x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

100th percentile

$322,225

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 522.2% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$276,912

Down $5,183 (-1.8%) from 2015

Net Assets

Down

$259,004

Down $20,661 (-7.4%) from 2015

Liabilities

Up

$17,908

Up $15,478 (+637%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin11th percentile

Revenue

Up

$61,706

Up $15,949 (+35%) from 2015

Expenses

Down

$82,367

Down $4,504 (-5.2%) from 2015

Net Income

Up

-$20,661

Up $20,453 (+50%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2016

Assets$276,912
Liabilities$17,908
Net Assets$259,004
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

2016

Revenue$61,706
Expenses$82,367
Net Income-$20,661
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$78,761
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$193,074$209,429▲ $16,355
Savings and Temporary Cash Investments$89,021$67,483▼ $21,538
Total Assets$282,095$276,912▼ $5,183
Liabilities
Other Liabilities$2,430$17,908▲ $15,478
Total Liabilities$2,430$17,908▲ $15,478
Net Assets / Fund Balance
Temporarily Rstr Net Assets$213,969$249,355▲ $35,386
Unrestricted Net Assets$65,596$9,549▼ $56,047
Permanently Rstr Net Assets$100$100→ $0
Total Net Assets Fund Balance$279,665$259,004▼ $20,661
Total Liabilities and Net Assets / Fund Balance$282,095$276,912▼ $5,183

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$100---$100
2015$100---$100
2014$100---$100
2013$100---$100
2012$100---$100
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleOtherTotal
Tamra TitusAssistant Secretary$72,747$72,747

Board Members and Trustees

NameTitle
Robert MaddammaChairman
Robert W Jones IiiPresident
Kathy King-griswoldBoard Member
Barry PalatasAssistant Treasurer
George WallaceSecretary / Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,750
Program Service Revenue
$0
Investment Income
$17,081
Other Revenue
$23,875
All Other Contributions
$15,165
Change in Net Assets
$-20,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,284
Other Expenses$29,083
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,284--$53,284
Other Expenses-$28,297-$28,297
Office Expenses-$786-$786
Total Functional Expenses$53,284$29,083$0$82,367
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wesley Gardens CorporationRochester, NY501(c)(3)Operations$50,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,930
Fundraising Direct Expenses$17,055
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$46,515$40,930$11,399$29,531
Total Events$46,515$40,930$17,055$23,875
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Wesley Gardens Corporation$17,908
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The wesley group is the sole member of the organization.”

Form 990, Part VI, Section A, Line 7A

“The sole member of the organization, the wesley group, elects the board members of the foundation.”

Form 990, Part VI, Section B, Line 11B

“Form 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.”

Form 990, Part VI, Section B, Line 12C

“Directors 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 whistleblowing.”

Form 990, Part VI, Section C, Line 19

“Upton foundation makes its' form 990 available for public inspection as required under section 6104 of the internal revenue code. 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, new york 14607-1500 or by calling the organization directly at (585)241-2131.”

Filing and Contact Details

Filer

Filer Name
Upton Foundation Inc
EIN
16-1190284
Phone
5852412131
Address
3 UPTON PARK, ROCHESTER, NY 14607-1500
Doing Business As
Friends of Wesley

Signing Officer

Name
Robert W Jones Iii
Title
President / CEO
Phone
5852412131
Signed
2017-11-09

Organization Details

Principal Officer
Robert W Jones Iii
Formed
1982
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL SUITE 201, PITTSFORD, NY 14534
Preparer
Kelley Demonte
Phone
5853811000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The 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.”

Raw XML AppendixShowing 400 of 463 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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IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WESLEY GARDENS CORPORATION
IRS990ScheduleI/RecipientTable/RecipientEIN0223139841
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03 UPTON PARK
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED TO WESLEY GARDENS CORPORATION AND OTHER ORGANIZATIONS TO FULFILL THEIR MISSIONS. FIELD INVESTIGATIONS ARE CONDUCTED TO INSURE THAT IS DONE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
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IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0774
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT W JONES III
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0322225
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0WESLEY 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WESLEY GROUP IS THE SOLE MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE MEMBER OF THE ORGANIZATION, THE WESLEY GROUP, ELECTS THE BOARD MEMBERS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 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/SupplementalInformationDetail/ExplanationTxt3DIRECTORS 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 WHISTLEBLOWING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPTON FOUNDATION MAKES ITS' FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. 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, NEW YORK 14607-1500 OR BY CALLING THE ORGANIZATION DIRECTLY AT (585)241-2131.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WESLEY GARDEN CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WESLEY GROUP INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2WESLEY ON EAST LTD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0223139841
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1222874483
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SKILLED NURSING FACILITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HOUSING & HEALTHCARE TO SENIORS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SKILLED NURSING - INACTIVE SINCE 2003
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 10
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13 UPTON PARK
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ROCHESTER
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt050000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WESLEY GARDENS CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
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IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029083
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt053284
IRS990/TotalFunctionalExpensesGrp/TotalAmt082367
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02430

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,912
Liabilities
$17,908
Net assets
$259,004
Revenue
$61,706
Expenses
$82,367
Net income
-$20,661
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