Civic Intelligence

Upstate Freshwater Institute Inc

EIN 22-2467379 • 501(c)3 • Syracuse, NY

Profile

Upstate Freshwater Institute, Inc. (UFI) is a not-for-profit research corporation dedicated to the improvement of water quality and the advancement of freshwater research.

224 Midler Park DriveSyracuse, NY 13206-1819

www.upstatefreshwater.org

Siviq Scores

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

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

NTEE C • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.03x

Higher debt load relative to revenue than 40% of similar nonprofits.

NTEE C • $1M-$5M nonprofits • Source year 2024

Net Margin

53rd percentile

9.9%

Higher net margin than 53% of similar nonprofits.

NTEE C • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$111,427

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

NTEE C • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

9.9%

Faster asset growth than 63% of similar nonprofits.

NTEE C • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

8.5%

Faster revenue growth than 44% of similar nonprofits.

NTEE C • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$2,109,719

Up $189,662 (+9.9%) from 2023

Liabilities

Up

$60,527

Up $3,288 (+5.7%) from 2023

Net Assets

Up

$2,049,192

Up $186,374 (+10%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin53rd percentile

Revenue

Up

$1,882,437

Up $147,916 (+8.5%) from 2023

Expenses

Up

$1,696,063

Up $107,554 (+6.8%) from 2023

Net Income

Up

$186,374

Up $40,362 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,430,024Liabilities 2010: $472,925Net Assets 2010: $957,0992010Assets 2011: $1,461,879Liabilities 2011: $459,940Net Assets 2011: $1,001,9392011Assets 2012: $1,329,859Liabilities 2012: $409,544Net Assets 2012: $920,3152012Assets 2013: $1,264,570Liabilities 2013: $418,858Net Assets 2013: $845,7122013Assets 2014: $1,141,633Liabilities 2014: $357,427Net Assets 2014: $784,2062014Assets 2015: $1,124,842Liabilities 2015: $192,956Net Assets 2015: $931,8862015Assets 2016: $1,037,420Liabilities 2016: $50,775Net Assets 2016: $986,6452016Assets 2017: $2,061,925Liabilities 2017: $110,082Net Assets 2017: $1,951,8432017Assets 2018: $2,212,724Liabilities 2018: $276,397Net Assets 2018: $1,936,3272018Assets 2019: $1,896,475Liabilities 2019: $58,836Net Assets 2019: $1,837,6392019Assets 2020: $1,818,830Liabilities 2020: $63,413Net Assets 2020: $1,755,4172020Assets 2021: $1,975,869Liabilities 2021: $223,147Net Assets 2021: $1,752,7222021Assets 2022: $1,742,825Liabilities 2022: $26,019Net Assets 2022: $1,716,8062022Assets 2023: $1,920,057Liabilities 2023: $57,239Net Assets 2023: $1,862,8182023Assets 2024: $2,109,719Liabilities 2024: $60,527Net Assets 2024: $2,049,1922024

Highlighted filing

2024

Assets$2,109,719
Liabilities$60,527
Net Assets$2,049,192
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,117,6572010Expenses 2011: $2,008,4332011Revenue 2012: $1,844,232Expenses 2012: $1,925,856Net Income 2012: -$81,6242012Revenue 2013: $1,634,622Expenses 2013: $1,709,225Net Income 2013: -$74,6032013Revenue 2014: $1,412,217Expenses 2014: $1,473,723Net Income 2014: -$61,5062014Revenue 2015: $1,266,898Expenses 2015: $1,119,218Net Income 2015: $147,6802015Revenue 2016: $1,054,802Expenses 2016: $1,000,043Net Income 2016: $54,7592016Revenue 2017: $2,002,844Expenses 2017: $1,037,646Net Income 2017: $965,1982017Revenue 2018: $1,308,360Expenses 2018: $1,323,876Net Income 2018: -$15,5162018Revenue 2019: $1,304,647Expenses 2019: $1,403,335Net Income 2019: -$98,6882019Revenue 2020: $1,238,848Expenses 2020: $1,321,070Net Income 2020: -$82,2222020Revenue 2021: $1,225,312Expenses 2021: $1,228,007Net Income 2021: -$2,6952021Revenue 2022: $1,316,500Expenses 2022: $1,352,416Net Income 2022: -$35,9162022Revenue 2023: $1,734,521Expenses 2023: $1,588,509Net Income 2023: $146,0122023Revenue 2024: $1,882,437Expenses 2024: $1,696,063Net Income 2024: $186,3742024

Highlighted filing

2024

Revenue$1,882,437
Expenses$1,696,063
Net Income$186,374
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,109,719
Liabilities
$60,527
Net assets
$2,049,192
Revenue
$1,882,437
Expenses
$1,696,063
Net income
$186,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.06$2.05$1.88$1.70$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.06$1.86$1.73$1.59$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.03$1.72$1.32$1.35$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.22$1.75$1.23$1.23$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.06$1.76$1.24$1.32$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.06$1.84$1.30$1.40$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.28$1.94$1.31$1.32$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.11$1.95$2.00$1.04$0.97
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.05$0.99$1.05$1.00$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.19$0.93$1.27$1.12$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.36$0.78$1.41$1.47$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.26$0.42$0.85$1.63$1.71$0.07
2012Summary only. Only limited summary data is available for this year.$1.33$0.41$0.92$1.84$1.93$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.46$1.00$2.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.47$0.96$2.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$1,882,437
Mission and Program Overview

Mission

Upstate Freshwater Institute, Inc. (UFI) is a not-for-profit research corporation dedicated to the improvement of water quality and the advancement of freshwater research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,067,287$899,316▼ $167,971
Cash and Non-Interest-Bearing Accounts$135,674$443,659▲ $307,985
Land, Buildings, and Equipment, Net$409,022$381,625▼ $27,397
Savings and Temporary Cash Investments$305,124$207,637▼ $97,487
Prepaid Expenses and Deferred Charges$2,950$25,084▲ $22,134
Total Assets$1,920,057$2,109,719▲ $189,662
Other Assets Total-$152,398-
Liabilities
Accounts Payable and Accrued Expenses$57,239$60,527▲ $3,288
Total Liabilities$57,239$60,527▲ $3,288
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,862,818$2,049,192▲ $186,374
Total Net Assets Fund Balance$1,862,818$2,049,192▲ $186,374
Total Liabilities and Net Assets / Fund Balance$1,920,057$2,109,719▲ $189,662

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$169,140$1,280,568$1,449,708
Buildings$212,485$563,747$776,232
Other Assets Org$52,398--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David a MatthewsCEO and SecrFT$108,066$3,361$111,427
Marygail PerkinsCOOFT$91,360$2,842$94,202
NORA B O'KEEFECFOPT$30,645-$30,645

Board Members and Trustees

NameTitle
Mary MinerChairman
Kimberly SchulzDirector
Teng ZengDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,879,807
Investment Income
$2,514
Other Revenue
$116
Change in Net Assets
$186,374

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,882,437
Total Revenue per Audited Statements
$1,882,437
Total Revenue per Form 990
$1,882,437
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,160,410
Other Expenses$535,653
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$581,169$214,063-$795,232
Current Officers, Directors, Trustees, and Key Employees$140,336$89,734-$230,070
Depreciation Depletion$66,501$16,625-$83,126
Insurance$65,454$16,363-$81,817
Payroll Taxes$53,074$22,348-$75,422
Other Employee Benefits$23,938$10,079-$34,017
Office Expenses$21,318$7,897-$29,215
Pension Plan Contributions$18,063$7,606-$25,669
Fees for Services Other-$22,331-$22,331
Occupancy$12,351$3,088-$15,439
Travel$6,279$1,656-$7,935
Other Expenses$3,249$812-$4,061
Interest-$62-$62
Total Functional Expenses$1,277,903$418,160$0$1,696,063

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,696,063
Total Expenses per Audited Statements$1,696,063
Total Expenses per Form 990$1,696,063
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
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
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, Page 6, Part VI, Line 11B

“The form 990 is submitted to the board for review before submission to the irs.”

Form 990, Page 6, Part VI, Line 12C

“Ufi regularly and consistently monitors and enforces its conflict of interest policy by periodic reviews of conflict of interest statements obtained annually from board members, officers and key employees for investigation of possible conflicts of interest identified from responses contained in these documents”

Form 990, Page 6, Part VI, Line 15A

“Ufi determines the compensation level for its ceo by way of an annual review of total compensation conducted by the board. The board takes into consideration comparability data and outside sources in its review.”

Form 990, Page 6, Part VI, Line 19

“Ufi makes its form 990 and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Upstate Freshwater Institute Inc
EIN
22-2467379
Phone
3154314962
Address
224 MIDLER PARK DRIVE, SYRACUSE, NY 13206-1819

Signing Officer

Name
Marygail Perkins
Title
COO
Phone
3154314962
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Brainard
Formed
1981
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
3
Employees
17

Preparer

Firm
Cuomo Winters & Schmidt Cpas Pllc
Address
6315 FLY RD STE 108, EAST SYRACUSE, NY 13057-9316
Preparer
Mark a Schmidt CPA Cva
Phone
3154710465
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The major taxing jurisdictions applicable to the organization's business affairs, for which tax returns have been filed, remain open and available for audit. Tax examinations are often complex, as tax authorities may disagree with the treatment of items reported by the organization, and such disagreements can take years to resolve. The organization establishes liabilities for possible assessments by taxing authorities for known tax exposures to the extent that a reasonable tax provision can be estimated. There were no liabilities established at december 31, 2024 and 2023. The normal statutory period impacting unaudited years is as follows: federal (us) 2021- 2023, new york state 2021-2023”

Raw XML Appendix392 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
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IRS990/AccountsReceivableGrp/EOYAmt0899316
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0UPSTATE FRESHWATER INSTITUTE, INC. (UFI) IS A NOT-FOR-PROFIT RESEARCH CORPORATION DEDICATED TO THE IMPROVEMENT OF WATER QUALITY AND THE ADVANCEMENT OF FRESHWATER RESEARCH.
IRS990/AnnualDisclosureCoveredPrsnInd0true
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IRS990/BooksInCareOfDetail/PhoneNum03154314962
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0224 MIDLER PARK DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SYRACUSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0132061819
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0135674
IRS990/CashNonInterestBearingGrp/EOYAmt0443659
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt089734
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0140336
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0230070
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02514
IRS990/CYOtherExpensesAmt0535653
IRS990/CYOtherRevenueAmt0116
IRS990/CYProgramServiceRevenueAmt01879807
IRS990/CYRevenuesLessExpensesAmt0186374
IRS990/CYSalariesCompEmpBnftPaidAmt01160410
IRS990/CYTotalExpensesAmt01696063
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01882437
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt016625
IRS990/DepreciationDepletionGrp/ProgramServicesAmt066501
IRS990/DepreciationDepletionGrp/TotalAmt083126
IRS990/Desc0UFI PROVIDES STUDIES OF FRESHWATER BODIES, PRIMARILY IN NEW YORK STATE,INCLUDING WATER SAMPLING VIA FIELD EXCURSIONS AND ROBOTIC MONITORING, LAB ANALYSIS, DATABASE MANAGEMENT AND MODELING FOR OTHER NON PROFITS, PRIVATE ENTERPRISES AND GOVERNMENTAL ENTITIES, AND WRITING FOR PEER REVIEWED JOURNALS.
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01277903
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt022331
IRS990/FeesForServicesOtherGrp/TotalAmt022331
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.16
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.16
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.16
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt12842
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID A MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm1MARYGAIL PERKINS
IRS990/Form990PartVIISectionAGrp/PersonNm2NORA B O'KEEFE
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY MINER
IRS990/Form990PartVIISectionAGrp/PersonNm4KIMBERLY SCHULZ
IRS990/Form990PartVIISectionAGrp/PersonNm5TENG ZENG
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO AND SECR
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01981
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
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IRS990/IRPDocumentCnt01
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0UPSTATE FRESHWATER INSTITUTE, INC. (UFI) IS A NOT-FOR-PROFIT RESEARCH CORPORATION DEDICATED TO THE IMPROVEMENT OF WATER QUALITY AND THE ADVANCEMENT OF FRESHWATER RESEARCH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01862818
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IRS990/OccupancyGrp/ProgramServicesAmt012351
IRS990/OccupancyGrp/TotalAmt015439
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07897
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt023938
IRS990/OtherEmployeeBenefitsGrp/TotalAmt034017
IRS990/OtherExpensesGrp/Desc0LAB SUPPLIES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT REPLACEMENT
IRS990/OtherExpensesGrp/Desc3TELEPHONE
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IRS990/OtherExpensesGrp/TotalAmt1108264
IRS990/OtherExpensesGrp/TotalAmt238656
IRS990/OtherExpensesGrp/TotalAmt34061
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0116
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0116
IRS990/OtherRevenueTotalAmt0116
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0214063
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0581169
IRS990/OtherSalariesAndWagesGrp/TotalAmt0795232
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022348
IRS990/PayrollTaxesGrp/ProgramServicesAmt053074
IRS990/PayrollTaxesGrp/TotalAmt075422
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07606
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018063
IRS990/PensionPlanContributionsGrp/TotalAmt025669
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02950
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025084
IRS990/PrincipalOfficerNm0ANDREW BRAINARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0SCIENTIFIC RESEARCH SERV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01879807
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01879807
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03876
IRS990/PYOtherExpensesAmt0547863
IRS990/PYOtherRevenueAmt030
IRS990/PYProgramServiceRevenueAmt01730615
IRS990/PYRevenuesLessExpensesAmt0146012
IRS990/PYSalariesCompEmpBnftPaidAmt01040646
IRS990/PYTotalExpensesAmt01588509
IRS990/PYTotalRevenueAmt01734521
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0186374
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01879807
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0305124
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0207637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0148
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02514
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03876
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05262
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01879807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01730615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01316500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01225164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01238848
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07390934
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0116
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02514
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03876
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt097
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05262
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011966
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99840
IRS990ScheduleA/PublicSupportPY509Pct00.99740
IRS990ScheduleA/PublicSupportTotal509Amt07391228
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01879923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01730645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01316500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01225312
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01238848
IRS990ScheduleA/Total509Grp/TotalAmt07391228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01882437
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01734521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01316597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01225529
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01244110
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07403194
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0212485
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0563747
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0776232
IRS990ScheduleD/EquipmentGrp/BookValueAmt0169140
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01280568
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01449708
IRS990ScheduleD/ExpensesSubtotalAmt01696063
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0100000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt152398
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CERTIFICATE OF DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1WIP
IRS990ScheduleD/RevenueSubtotalAmt01882437
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MAJOR TAXING JURISDICTIONS APPLICABLE TO THE ORGANIZATION'S BUSINESS AFFAIRS, FOR WHICH TAX RETURNS HAVE BEEN FILED, REMAIN OPEN AND AVAILABLE FOR AUDIT. TAX EXAMINATIONS ARE OFTEN COMPLEX, AS TAX AUTHORITIES MAY DISAGREE WITH THE TREATMENT OF ITEMS REPORTED BY THE ORGANIZATION, AND SUCH DISAGREEMENTS CAN TAKE YEARS TO RESOLVE. THE ORGANIZATION ESTABLISHES LIABILITIES FOR POSSIBLE ASSESSMENTS BY TAXING AUTHORITIES FOR KNOWN TAX EXPOSURES TO THE EXTENT THAT A REASONABLE TAX PROVISION CAN BE ESTIMATED. THERE WERE NO LIABILITIES ESTABLISHED AT DECEMBER 31, 2024 AND 2023. THE NORMAL STATUTORY PERIOD IMPACTING UNAUDITED YEARS IS AS FOLLOWS: FEDERAL (US) 2021- 2023, NEW YORK STATE 2021-2023
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0381625
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0152398
IRS990ScheduleD/TotalExpensesPerForm990Amt01696063
IRS990ScheduleD/TotalRevenuePerForm990Amt01882437
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01882437
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01696063
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS SUBMITTED TO THE BOARD FOR REVIEW BEFORE SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UFI REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY BY PERIODIC REVIEWS OF CONFLICT OF INTEREST STATEMENTS OBTAINED ANNUALLY FROM BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES FOR INVESTIGATION OF POSSIBLE CONFLICTS OF INTEREST IDENTIFIED FROM RESPONSES CONTAINED IN THESE DOCUMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UFI DETERMINES THE COMPENSATION LEVEL FOR ITS CEO BY WAY OF AN ANNUAL REVIEW OF TOTAL COMPENSATION CONDUCTED BY THE BOARD. THE BOARD TAKES INTO CONSIDERATION COMPARABILITY DATA AND OUTSIDE SOURCES IN ITS REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UFI MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01920057
IRS990/TotalAssetsEOYAmt02109719
IRS990/TotalAssetsGrp/BOYAmt01920057
IRS990/TotalAssetsGrp/EOYAmt02109719
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0418160
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01277903
IRS990/TotalFunctionalExpensesGrp/TotalAmt01696063
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt057239
IRS990/TotalLiabilitiesEOYAmt060527
IRS990/TotalLiabilitiesGrp/BOYAmt057239
IRS990/TotalLiabilitiesGrp/EOYAmt060527
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01862818
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02049192
IRS990/TotalOtherCompensationAmt06203
IRS990/TotalProgramServiceExpensesAmt01277903
IRS990/TotalProgramServiceRevenueAmt01879807
IRS990/TotalReportableCompFromOrgAmt0230071
IRS990/TotalRevenueGrp/ExclusionAmt02630
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01879807
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01882437
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01920057
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02109719
IRS990/TravelGrp/ManagementAndGeneralAmt01656
IRS990/TravelGrp/ProgramServicesAmt06279
IRS990/TravelGrp/TotalAmt07935
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.UPSTATEFRESHWATER.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYGAIL PERKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/PhoneNum03154314962
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSTATE FRESHWATER INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0UPST
ReturnHeader/Filer/EIN0222467379
ReturnHeader/Filer/PhoneNum03154314962
ReturnHeader/Filer/USAddress/AddressLine1Txt0224 MIDLER PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0132061819
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473999292
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUOMO WINTERS & SCHMIDT CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06315 FLY RD STE 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST SYRACUSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0130579316
ReturnHeader/PreparerPersonGrp/PhoneNum03154710465
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A SCHMIDT CPA CVA
ReturnHeader/ReturnTs02025-11-12T14:03:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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