Civic Intelligence

Upstate United Inc

990 • Fiscal year 2017 • EIN 46-2547597

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 01, 2018

Organization ProfileWWW.UNSHACKLEUPSTATE.COM

View Organization Page

150 State Street Suite 400Rochester, NY 14614

(585) 256-4610

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • NTEE S41 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.00x

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

2017 filings • NTEE S41 • <$500k nonprofits • Source year 2017

Net Margin

45th percentile

2.0%

Higher net margin than 45% of similar nonprofits.

2017 filings • NTEE S41 • <$500k nonprofits • Source year 2017

Top Officer Pay

97th percentile

$104,447

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 40.0% of source-year revenue.

2017 filings • NTEE S41 • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

1.9%

Faster asset growth than 47% of similar nonprofits.

2017 filings • NTEE S41 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-8.6%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • NTEE S41 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$270,647

Up $5,125 (+1.9%) from 2016

Net Assets

Up

$270,647

Up $5,125 (+1.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin45th percentile

Revenue

Down

$261,000

Down $24,550 (-8.6%) from 2016

Expenses

Down

$255,875

Down $35,134 (-12%) from 2016

Net Income

Up

$5,125

Up $10,584 (+194%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$270,647
Liabilities$0
Net Assets$270,647
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$261,000
Expenses$255,875
Net Income$5,125
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 1, 2018
Return Version
2017v2.3
Gross Receipts
$261,000
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$265,522$270,647▲ $5,125
Rtn Earn Endowment Incm Other Fnds$265,522$270,647▲ $5,125
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$265,522$270,647▲ $5,125
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$265,522$270,647▲ $5,125
Total Liabilities and Net Assets / Fund Balance$265,522$270,647▲ $5,125
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg BirylaExecutive DirectorFT$85,940$18,507$104,447

Board Members and Trustees

NameTitle
Brian SampsonChairman
Dottie Gallagher-cohenVice Chair
Jennifer ConwayBoard Member
Garry DouglasSecretary
Bob DuffyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$261,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$5,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,187
Salaries, Compensation, and Employee Benefits$111,688
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$104,447
Fees for Services Other---$100,895
Travel---$16,709
Advertising---$10,445
Payroll Taxes---$7,241
Fees for Services Accounting---$4,575
Office Expenses---$3,539
Insurance---$1,490
Other Expenses---$347
Total Functional Expenses$0$0$0$255,875
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
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 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
Unshackle Upstate Inc
EIN
46-2547597
Phone
5852564610
Address
150 STATE STREET SUITE 400, ROCHESTER, NY 14614

Signing Officer

Name
Brian Sampson
Title
Chairman
Phone
5852564610
Signed
2018-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Sampson
Formed
2013
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
0

Preparer

Firm
Efpr Group Cpas Pllc
Address
280 KENNETH DRIVE, ROCHESTER, NY 14623
Preparer
Christopher Johnston
Phone
5854278900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Payroll procesing fees 1,869. Outside contracted services 93,132. Contract labor 5,894.”

Raw XML Appendix291 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/AnnualDisclosureCoveredPrsnInd01
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt518507
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN SAMPSON
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IRS990/Form990PartVIISectionAGrp/PersonNm2GARRY DOUGLAS
IRS990/Form990PartVIISectionAGrp/PersonNm3BOB DUFFY
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNIFER CONWAY
IRS990/Form990PartVIISectionAGrp/PersonNm5GREG BIRYLA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt585940
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0261000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt01490
IRS990/InvestmentInJointVentureInd00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0A NONPARTISAN EDUCATION AND ADVOCACY 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0265522
IRS990/NetAssetsOrFundBalancesEOYAmt0270647
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DONATIONS AND SPONSORSH
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2WORKER'S COMPENSATION
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
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IRS990/OtherExpensesGrp/TotalAmt1888
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS GIVEN TO EACH BOARD MEMBER TO REVIEW, COMPLETE, SIGN AND RETURN FOR THE ORGANIZATION'S RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND DETERMINES COMPENSATION ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILALBE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL PROCESING FEES 1,869. OUTSIDE CONTRACTED SERVICES 93,132. CONTRACT LABOR 5,894.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN SAMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05852564610
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNSHACKLE UPSTATE INC
ReturnHeader/Filer/BusinessNameControlTxt0UNSH
ReturnHeader/Filer/EIN0462547597
ReturnHeader/Filer/PhoneNum05852564610
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 STATE STREET SUITE 400
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014614
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId030904A8B0CD9AD3161835225659E1E8A9F99DB79
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-08-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:27:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474526160
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EFPR GROUP CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 KENNETH DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014623
ReturnHeader/PreparerPersonGrp/PhoneNum05854278900
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER JOHNSTON
ReturnHeader/ReturnTs02018-10-08T13:19:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$270,647
Liabilities
$0
Net assets
$270,647
Revenue
$261,000
Expenses
$255,875
Net income
$5,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$5.60$4.35$1.26
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$3.17$3.64$0.47
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$1.32$3.04$1.72
2021Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$2.25$2.63$0.38
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$2.55$2.03$0.51
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$2.56$2.83$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$2.28$2.32$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$2.61$2.56$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$2.86$2.91$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$2.82$2.25$0.57
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$4.75$2.77$1.97