Civic Intelligence

Upstate United Inc

EIN 46-2547597 • 501(c)6 • Rochester, NY

Profile

A nonpartisan education and advocacy coalition made up of businesses and trade organizations with the goal to achieve reforms in albany that make upstate new york a stronger place to do business.

250 Clinton SquareRochester, NY 14604

www.upstateunited.com

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.00x

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

85th percentile

22%

Higher net margin than 85% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

92nd percentile

40%

Faster asset growth than 92% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

97th percentile

106%

Faster revenue growth than 97% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Up

$159,105

Up $125,543 (+374%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$159,105

Up $125,543 (+374%) from 2023

Revenue

Up

$560,230

Up $243,303 (+77%) from 2023

Expenses

Up

$434,687

Up $70,400 (+19%) from 2023

Net Income

Up

$125,543

Up $172,903 (+365%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $214,169Liabilities 2014: $0Net Assets 2014: $214,1692014Assets 2015: $270,981Liabilities 2015: $0Net Assets 2015: $270,9812015Assets 2016: $265,522Liabilities 2016: $0Net Assets 2016: $265,5222016Assets 2017: $270,647Liabilities 2017: $0Net Assets 2017: $270,6472017Assets 2018: $266,594Liabilities 2018: $0Net Assets 2018: $266,5942018Assets 2019: $239,878Liabilities 2019: $0Net Assets 2019: $239,8782019Assets 2020: $291,339Liabilities 2020: $0Net Assets 2020: $291,3392020Assets 2021: $252,869Liabilities 2021: $0Net Assets 2021: $252,8692021Assets 2022: $80,922Liabilities 2022: $0Net Assets 2022: $80,9222022Assets 2023: $33,562Liabilities 2023: $0Net Assets 2023: $33,5622023Assets 2024: $159,105Liabilities 2024: $0Net Assets 2024: $159,1052024

Highlighted filing

2024

Assets$159,105
Liabilities$0
Net Assets$159,105

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $474,683Expenses 2014: $277,340Net Income 2014: $197,3432014Revenue 2015: $281,951Expenses 2015: $225,139Net Income 2015: $56,8122015Revenue 2016: $285,550Expenses 2016: $291,009Net Income 2016: -$5,4592016Revenue 2017: $261,000Expenses 2017: $255,875Net Income 2017: $5,1252017Revenue 2018: $228,020Expenses 2018: $232,073Net Income 2018: -$4,0532018Revenue 2019: $256,111Expenses 2019: $282,827Net Income 2019: -$26,7162019Revenue 2020: $254,901Expenses 2020: $203,440Net Income 2020: $51,4612020Revenue 2021: $224,527Expenses 2021: $262,997Net Income 2021: -$38,4702021Revenue 2022: $131,751Expenses 2022: $303,698Net Income 2022: -$171,9472022Revenue 2023: $316,927Expenses 2023: $364,287Net Income 2023: -$47,3602023Revenue 2024: $560,230Expenses 2024: $434,687Net Income 2024: $125,5432024

Highlighted filing

2024

Revenue$560,230
Expenses$434,687
Net Income$125,543

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$560,230
Mission and Program Overview

Mission

A bi-partisan coalition of businesses and trade organizations wtih the goal to achieve reforms in albany that make upstate new york a stronger place to do business.

An education and advocacy coalition dedicated to achieving reforms in albany that make upstate new york a stronger place to do business.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,562$159,105▲ $125,543
Rtn Earn Endowment Incm Other Fnds$33,562$159,105▲ $125,543
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$33,562$159,105▲ $125,543
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,562$159,105▲ $125,543
Total Liabilities and Net Assets / Fund Balance$33,562$159,105▲ $125,543
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Justin WilcoxExecutive DirectorFT$112,000$37,744$149,744

Board Members and Trustees

NameTitle
Brian SampsonBoard Member
Garry F DouglasBoard Member
Robert DuffyBoard Member
Stacey DuncanBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$503,480
Program Service Revenue
$56,750
Investment Income
$0
Other Revenue
$0
All Other Contributions
$503,480
Change in Net Assets
$125,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$263,296
Other Expenses$170,791
Grants and Similar Amounts Paid$600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$153,826
Current Officers, Directors, Trustees, and Key Employees---$149,744
Other Salaries and Wages---$84,273
Payroll Taxes---$16,036
Other Employee Benefits---$13,243
Fees for Services Accounting---$2,876
Travel---$2,692
Advertising---$1,596
Grants to Domestic Orgs---$600
Other Expenses---$525
Conferences and Meetings---$500
Fees for Services Legal---$450
All Other Expenses---$301
Office Expenses---$294
Total Functional Expenses$0$0$0$434,687
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$8,663
Total Nondeductible Lobbying and Political Cost$8,663
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Part VI, Section B, Line 11B

The form 990 is provided to and reviewed by the board of directors.

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

The conflict of interest policy is given to each board member to review, complete, sign and return for the organization's records.

Form 990, Part VI, Section B, Line 15A

The board reviews the performance of the executive director and determines compensation annually.

Form 990, Part VI, Section C, Line 19

AVAILALBE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Upstate United Inc
EIN
46-2547597
Phone
5852564610
Address
250 CLINTON SQUARE, ROCHESTER, NY 14604

Signing Officer

Name
Justin Wilcox
Title
Executive Director
Phone
5852564610
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Wilcox
Formed
2013
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
3
Volunteers
0

Preparer

Firm
Efpr Advisory LLC
Address
100 SOUTH CLINTON AVE SUITE 1500, ROCHESTER, NY 14604
Preparer
Christopher Johnston
Phone
5854278900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payroll procesing fees 4,073. Outside contracted services 149,753.

Raw XML Appendix297 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE BOARD OF DIRECTORS.
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ReturnHeader/PreparerPersonGrp/PhoneNum05854278900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER JOHNSTON
ReturnHeader/ReturnTs02025-11-17T15:02:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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