Civic Intelligence

Upstate United Inc

990 • Fiscal year 2020 • EIN 46-2547597

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfileWWW.UPSTATEUNITED.COM

View Organization Page

150 State St No 400Rochester, NY 14614

(585) 256-4610

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.00x

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

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$54,501

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2020 filings • NTEE S41 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

-0.5%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • NTEE S41 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$291,339

Up $51,461 (+21%) from 2019

Net Assets

Up

$291,339

Up $51,461 (+21%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin70th percentile

Revenue

Down

$254,901

Down $1,210 (-0.5%) from 2019

Expenses

Down

$203,440

Down $79,387 (-28%) from 2019

Net Income

Up

$51,461

Up $78,177 (+293%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2020

Assets$291,339
Liabilities$0
Net Assets$291,339
Open 2020 Filing

Operations Trend

Revenue Growth74th 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

2020

Revenue$254,901
Expenses$203,440
Net Income$51,461
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$254,901
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$239,878$291,339▲ $51,461
Rtn Earn Endowment Incm Other Fnds$239,878$291,339▲ $51,461
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$239,878$291,339▲ $51,461
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$239,878$291,339▲ $51,461
Total Liabilities and Net Assets / Fund Balance$239,878$291,339▲ $51,461
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael KrackerExecutive Director (until July 2020)FT$50,700$3,801$54,501

Board Members and Trustees

NameTitle
Brian SampsonChairman
Dottie GallagherVice Chair
Stacey DuncanBoard Member
Garry DouglasSecretary
Robert DuffyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,251
Program Service Revenue
$253,650
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,251
Change in Net Assets
$51,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,515
Salaries, Compensation, and Employee Benefits$79,925
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$86,891
Current Officers, Directors, Trustees, and Key Employees---$54,501
Other Salaries and Wages---$19,228
Travel---$7,486
Payroll Taxes---$5,642
Fees for Services Accounting---$4,301
Office Expenses---$4,024
Advertising---$2,828
Conferences and Meetings---$1,729
Pension Plan Contributions---$554
Other Expenses---$477
Insurance---$228
All Other Expenses---$49
Total Functional Expenses$0$0$0$203,440
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 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
Unshackle Upstate Inc
EIN
46-2547597
Phone
5852564610
Address
150 STATE ST NO 400, ROCHESTER, NY 14614

Signing Officer

Name
Justin Wilcox
Title
Executive Director
Phone
5852564610
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Wilcox
Formed
2013
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
0

Preparer

Firm
Efpr Group Cpas Pllc
Address
100 SOUTH CLINTON AVE SUITE 1500, ROCHESTER, NY 14604-1801
Preparer
Christopher Johnston
Phone
5854278900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Payroll procesing fees 3,232. Outside contracted services 83,564. Contract labor 95.”

Raw XML Appendix298 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/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR (UNTIL JULY 2020)
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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 3,232. OUTSIDE CONTRACTED SERVICES 83,564. CONTRACT LABOR 95.
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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0146041801
ReturnHeader/PreparerPersonGrp/PhoneNum05854278900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER JOHNSTON
ReturnHeader/ReturnTs02021-11-15T07:29:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUSTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILCOX
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$291,339
Liabilities
$0
Net assets
$291,339
Revenue
$254,901
Expenses
$203,440
Net income
$51,461
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • NTEE S41 • <$500k nonprofits