Civic Intelligence

Syracuse Health Science Center Medical

EIN 16-6038703 • 501(c)3 • Syracuse, NY

Profile

The medical alumni foundation's purpose is to support the goals of the state university of new york upstate medical university and the alan and marlene norton college of medicine, to enhance excellence of the educational environment and to promote collegiality among alumni.

750 E Adams Street Setnor 1510Syracuse, NY 13210

www.upstate.edu/MEDALUMNI

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.03x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

24th percentile

0.12x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

13th percentile

$160,067

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Asset Growth

85th percentile

21%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

336%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$70,521,037

Up $12,299,920 (+21%) from 2024

Liabilities

Up

$1,850,589

Up $544,224 (+42%) from 2024

Net Assets

Up

$68,670,448

Up $11,755,696 (+21%) from 2024

Operations
Liabilities / Revenue24th percentileNet Margin96th percentile

Revenue

Up

$15,190,386

Up $11,705,412 (+336%) from 2024

Expenses

Up

$3,637,568

Up $1,063,072 (+41%) from 2024

Net Income

Up

$11,552,818

Up $10,642,340 (+1169%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $9,048,388Liabilities 2010: $397,942Net Assets 2010: $8,650,4462010Assets 2011: $8,977,937Liabilities 2011: $483,905Net Assets 2011: $8,494,0322011Assets 2012: $11,973,796Liabilities 2012: $537,371Net Assets 2012: $11,436,4252012Assets 2013: $13,684,088Liabilities 2013: $637,110Net Assets 2013: $13,046,9782013Assets 2014: $15,854,863Liabilities 2014: $684,151Net Assets 2014: $15,170,7122014Assets 2015: $15,918,315Liabilities 2015: $669,246Net Assets 2015: $15,249,0692015Assets 2016: $17,995,401Liabilities 2016: $532,242Net Assets 2016: $17,463,1592016Assets 2017: $19,874,772Liabilities 2017: $591,285Net Assets 2017: $19,283,4872017Assets 2018: $24,242,598Liabilities 2018: $831,208Net Assets 2018: $23,411,3902018Assets 2019: $25,558,688Liabilities 2019: $778,415Net Assets 2019: $24,780,2732019Assets 2020: $27,530,813Liabilities 2020: $934,632Net Assets 2020: $26,596,1812020Assets 2021: $32,559,440Liabilities 2021: $914,370Net Assets 2021: $31,645,0702021Assets 2022: $50,640,765Liabilities 2022: $1,151,587Net Assets 2022: $49,489,1782022Assets 2023: $52,684,774Liabilities 2023: $967,052Net Assets 2023: $51,717,7222023Assets 2024: $58,221,117Liabilities 2024: $1,306,365Net Assets 2024: $56,914,7522024Assets 2025: $70,521,037Liabilities 2025: $1,850,589Net Assets 2025: $68,670,4482025

Highlighted filing

2025

Assets$70,521,037
Liabilities$1,850,589
Net Assets$68,670,448
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0Expenses 2010: $1,014,8312010Expenses 2011: $924,7652011Revenue 2012: $2,780,595Expenses 2012: $945,447Net Income 2012: $1,835,1482012Revenue 2013: $2,061,245Expenses 2013: $1,053,828Net Income 2013: $1,007,4172013Revenue 2014: $3,004,986Expenses 2014: $1,102,293Net Income 2014: $1,902,6932014Revenue 2015: $1,962,073Expenses 2015: $1,134,499Net Income 2015: $827,5742015Revenue 2016: $2,284,925Expenses 2016: $1,278,182Net Income 2016: $1,006,7432016Revenue 2017: $2,672,415Expenses 2017: $1,417,146Net Income 2017: $1,255,2692017Revenue 2018: $4,200,287Expenses 2018: $1,683,435Net Income 2018: $2,516,8522018Revenue 2019: $2,886,129Expenses 2019: $1,627,410Net Income 2019: $1,258,7192019Revenue 2020: $4,045,669Expenses 2020: $1,732,492Net Income 2020: $2,313,1772020Revenue 2021: $4,172,517Expenses 2021: $1,902,571Net Income 2021: $2,269,9462021Revenue 2022: $25,764,011Expenses 2022: $2,235,822Net Income 2022: $23,528,1892022Revenue 2023: $3,252,934Expenses 2023: $2,009,949Net Income 2023: $1,242,9852023Revenue 2024: $3,484,974Expenses 2024: $2,574,496Net Income 2024: $910,4782024Revenue 2025: $15,190,386Expenses 2025: $3,637,568Net Income 2025: $11,552,8182025

Highlighted filing

2025

Revenue$15,190,386
Expenses$3,637,568
Net Income$11,552,818
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,521,037
Liabilities
$1,850,589
Net assets
$68,670,448
Revenue
$15,190,386
Expenses
$3,637,568
Net income
$11,552,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$70.5$1.85$68.7$15.2$3.64$11.6
2024Detailed filing. Detailed filing data is available for this year.$58.2$1.31$56.9$3.48$2.57$0.91
2023Detailed filing. Detailed filing data is available for this year.$52.7$0.97$51.7$3.25$2.01$1.24
2022Detailed filing. Detailed filing data is available for this year.$50.6$1.15$49.5$25.8$2.24$23.5
2021Detailed filing. Detailed filing data is available for this year.$32.6$0.91$31.6$4.17$1.90$2.27
2020Detailed filing. Detailed filing data is available for this year.$27.5$0.93$26.6$4.05$1.73$2.31
2019Detailed filing. Detailed filing data is available for this year.$25.6$0.78$24.8$2.89$1.63$1.26
2018Detailed filing. Detailed filing data is available for this year.$24.2$0.83$23.4$4.20$1.68$2.52
2017Detailed filing. Detailed filing data is available for this year.$19.9$0.59$19.3$2.67$1.42$1.26
2016Detailed filing. Detailed filing data is available for this year.$18.0$0.53$17.5$2.28$1.28$1.01
2015Detailed filing. Detailed filing data is available for this year.$15.9$0.67$15.2$1.96$1.13$0.83
2014Detailed filing. Detailed filing data is available for this year.$15.9$0.68$15.2$3.00$1.10$1.90
2013Summary only. Only limited summary data is available for this year.$13.7$0.64$13.0$2.06$1.05$1.01
2012Summary only. Only limited summary data is available for this year.$12.0$0.54$11.4$2.78$0.95$1.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.98$0.48$8.49$0.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.05$0.40$8.65$1.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 29, 2026
Return Version
2024v5.5
Gross Receipts
$22,520,022
Mission and Program Overview

Mission

The medical alumni foundation's purpose is to support the goals of the state university of new york upstate medical university and the alan and marlene norton college of medicine, to enhance excellence of the educational environment and to promote collegiality among alumni.

The medical alumni foundation's purpose is to support the goals of the upstate medical university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$36,909,463$40,458,051▲ $3,548,588
Pledges and Grants Receivable$19,456,561$27,944,144▲ $8,487,583
Savings and Temporary Cash Investments$149,837$243,041▲ $93,204
Cash and Non-Interest-Bearing Accounts$34,784$125,544▲ $90,760
Prepaid Expenses and Deferred Charges$100,890$70,374▼ $30,516
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$58,221,117$70,521,037▲ $12,299,920
Other Assets Total$1,569,582$1,679,883▲ $110,301
Liabilities
Other Liabilities$1,296,781$1,830,508▲ $533,727
Accounts Payable and Accrued Expenses$9,584$20,081▲ $10,497
Total Liabilities$1,306,365$1,850,589▲ $544,224
Net Assets / Fund Balance
Net Assets With Donor Restrictions$51,233,064$62,934,590▲ $11,701,526
Net Assets Without Donor Restrictions$5,681,688$5,735,858▲ $54,170
Total Net Assets Fund Balance$56,914,752$68,670,448▲ $11,755,696
Total Liabilities and Net Assets / Fund Balance$58,221,117$70,521,037▲ $12,299,920

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$17,412$17,412

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$53,371,094$1,885,561▲ $2,669,488$-23,784$56,265,289
2023$48,533,309$671,007▲ $5,724,790$-81,000$53,371,094
2022$46,690,512$734,214▲ $2,319,554$-1,292$48,533,309
2021$28,772,415$23,048,305▼ $3,702,727$-51,779$46,690,512
2020$24,232,757$1,033,091▲ $4,663,603$-42$28,772,415
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Paul E NorcrossExecutive DirectorFT$160,067$160,067

Board Members and Trustees

NameTitle
Robert a DrackerPresident
Danielle a KatzVice President
Amy L ReyndersBoard Member
Barbara Clayton-lutzBoard Member
Barbara a MorisseauBoard Member
Brian J GaffneyBoard Member
Bruce M LeslieBoard Member
Charles J Ryan IiiBoard Member
Dennis D DalyBoard Member
Douglas W HallidayBoard Member
George L Stanley JrBoard Member
K Bruce SimmonsBoard Member
Kirsten P MagowanBoard Member
Larry S CharlambBoard Member
Mantosh J DewanBoard Member
Mark S ErlebacherBoard Member
Mark S PerskyBoard Member
Peter ChristianoBoard Member
Ralph L StevensBoard Member
Richard M CantorBoard Member
Robert H Hill IiiBoard Member
Ruth H HartBoard Member
Samantha F JonesBoard Member
James a TerzianSecretary
Barbara Jones ConnorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,394,943
Program Service Revenue
$0
Investment Income
$2,761,113
Other Revenue
$34,330
All Other Contributions
$12,392,668
Change in Net Assets
$11,552,818

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$1,784,402Fair Market Value (FMV) at Time of Donation
Other Non Cash Contri Table1$23,837Fair Market Value (FMV) at Time of Donat
Other Non Cash Contri Table1$6,479Fair Market Value (FMV) at Time of Donat
Total Noncash Contributions10$1,814,718-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,980,538
Revenue Not Reported on Financial Statements
$209,848
Revenue Not Reported on Form 990
$348,312
Total Revenue per Audited Statements
$15,328,850
Total Revenue per Form 990
$15,190,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,528,307
Other Expenses$1,109,261
Total Fundraising Expense$318,453
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,528,307--$2,528,307
Fees for Service Investment Mgmnt Fees-$209,848-$209,848
Office Expenses$123,282$33,997$44,425$201,704
Fees for Services Accounting-$20,500-$20,500
Conferences and Meetings-$4,657$5,637$10,294
Advertising--$5,002$5,002
Insurance-$2,754$2,200$4,954
Other Expenses$1,845$192,359$9,501$1,845
Fees for Services Legal-$901-$901
Total Functional Expenses$2,854,099$465,016$318,453$3,637,568

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,637,568
Total Expenses per Audited Statements$3,573,154
Expenses per Audited Statements$3,427,720
Expenses Not Reported on Financial Statements$209,848
Expenses Not Reported on Form 990$145,434
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Suny Upstate Medical UniversitySyracuse, NY-Scholarships and Grants for the Benefit of Suny Upstate Medical University, Its Faculty, and Students.$2,293,657
University Surgical AssociatesSyracuse, NY-Professorship and Chair Support for the Benefit of Suny Upstate Medical University, Its Faculty, and Students.$141,300
Pediatric Services Group LlpSyracuse, NY170(b)(1)(a)(iv)Professorship for the Benefit of Suny Upstate Medical University, Its Faculty, and Students.$93,350
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarship Payable$1,830,508
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“The foundation's executive director compares form 990 to the financial statements and reviews for accuracy. A draft is then sent to the board for review.”

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

“Every voting member of the corporation must sign a statement annually which affirms that he/she has received a copy of the conflict of interest policy, has read and understand the policy, and has agreed to comply with this policy. Should a conflict of interest arise that should be addressed, the conflict will be monitored during the course of board meetings and would be reflected in board meeting minutes.”

Form 990, Part VI, Section B, Line 15

“Compensation for staff is regulated by new york state and the suny research foundation. Guidelines for raises are provided to the foundation by these entities each year and are typically cost of living adjustments or merit increases. The executive director provides this information to the finance committee who reviews these guidelines and presents the compensation recommendation to the full board. Once approved by the full board the salaries must be approved by new york state or the suny research foundation before becoming effective for staff.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Syracuse Health Science Center Medical
EIN
16-6038703
Phone
3154644362
Address
750 E ADAMS STREET SETNOR 1510, SYRACUSE, NY 13210

Signing Officer

Name
Paul E Norcross
Title
Executive Director
Phone
3154644362
Signed
2026-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul E Norcross
Formed
1959
Legal Domicile
Ny
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
41

Preparer

Firm
Dermody Burke & Brown Cpas LLC
Address
443 N FRANKLIN ST STE 100, SYRACUSE, NY 13204-1441
Preparer
Travis C Smith CPA
Phone
3154719171
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in trust 83,741.”

Form 990, Part XII, Line 2C

“The foundation's board of directors is responsible for oversight during the audit and selection of an independent accountant. The process has not changed since the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from income taxes as an organization qualified under section 501 (c)(3) of the internal revenue code. Accordingly, and under similar requirements of new york state law, no provision has been made for federal or state taxes. Management is unaware of any unrelated business activities that may be subject to unrelated business income tax or any activities that would jeopardize the foundation's exempt status.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest in trust 83,741.”

Raw XML AppendixShowing 400 of 653 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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IRS990/Form990PartVIISectionAGrp/PersonNm0DENNIS D DALY
IRS990/Form990PartVIISectionAGrp/PersonNm1GEORGE L STANLEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm2MANTOSH J DEWAN
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT H HILL III
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD M CANTOR
IRS990/Form990PartVIISectionAGrp/PersonNm5DANIELLE A KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES A TERZIAN
IRS990/Form990PartVIISectionAGrp/PersonNm7RALPH L STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm8K BRUCE SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm9CHARLES J RYAN III
IRS990/Form990PartVIISectionAGrp/PersonNm10AMY L REYNDERS
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK S PERSKY
IRS990/Form990PartVIISectionAGrp/PersonNm12PETER CHRISTIANO
IRS990/Form990PartVIISectionAGrp/PersonNm13BARBARA CLAYTON-LUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm14BRUCE M LESLIE
IRS990/Form990PartVIISectionAGrp/PersonNm15BARBARA JONES CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm16RUTH H HART
IRS990/Form990PartVIISectionAGrp/PersonNm17DOUGLAS W HALLIDAY
IRS990/Form990PartVIISectionAGrp/PersonNm18BRIAN J GAFFNEY
IRS990/Form990PartVIISectionAGrp/PersonNm19MARK S ERLEBACHER
IRS990/Form990PartVIISectionAGrp/PersonNm20BARBARA A MORISSEAU
IRS990/Form990PartVIISectionAGrp/PersonNm21LARRY S CHARLAMB
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IRS990/Form990PartVIISectionAGrp/PersonNm23KIRSTEN P MAGOWAN
IRS990/Form990PartVIISectionAGrp/PersonNm24SAMANTHA F JONES
IRS990/Form990PartVIISectionAGrp/PersonNm25PAUL E NORCROSS
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
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IRS990/MissionDesc0THE MEDICAL ALUMNI FOUNDATION'S PURPOSE IS TO SUPPORT THE GOALS OF THE STATE UNIVERSITY OF NEW YORK UPSTATE MEDICAL UNIVERSITY AND THE ALAN AND MARLENE NORTON COLLEGE OF MEDICINE, TO ENHANCE EXCELLENCE OF THE EDUCATIONAL ENVIRONMENT AND TO PROMOTE COLLEGIALITY AMONG ALUMNI.
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