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Upstate Caring Partners Foundation FY2022 filing

Tax-deductible

Utica, NY501(c)(3)Diseases & DisordersEIN 16-1304414Revenue $1.0M in FY2022

On file with the IRS125 Business Park Drive, 13502-6305 · Utica, NYTax-exempt since Mar 1992Publicly supported charity — 170(b)(1)(A)(vi)

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Cerebral palsy association of the mohawk valley, INC. Is a non-profit organization whose mission is to raise funds for the benefit of programs and services for children and adults with disabilities. The association has developed a wide array of opportunities for members of the community to support the organization, including direct mail appeals, special events, memorial and honor gifts, capital campaigns (when appropriate), bequests and major gifts. In addition to raising funds, the association also recruits community volunteers to provide leadership to fund raising initiatives.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $591K a year · 53% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$89K
0.6% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
-33% vs prior year
Spent
$614K
To programs
70%
Net assets
$14.8M
By yearFY2020–FY2024
Revenue
$1.0M
FY2022▼ -33%
Tap a bar for its year
Revenue by fiscal year
FY2020$667K
FY2021$1.5M
FY2022$1.0M
FY2023$974K
FY2024$1.4M
Expenses
$614K
FY2022▲ +88%
Tap a bar for its year
Expenses by fiscal year
FY2020$736K
FY2021$327K
FY2022$614K
FY2023$246K
FY2024$730K
Net assets
$14.8M
FY2022▼ -19%
Tap a bar for its year
Net assets by fiscal year
FY2020$16.1M
FY2021$18.2M
FY2022$14.8M
FY2023$17.3M
FY2024$19.3M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $431K Management & general 30% · $183K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
Paul Totaro
President
$0Pt VII · Sec A
Andrew Ward
Secretary
$0Pt VII · Sec A
Gary Heenan
Treasurer
$0Pt VII · Sec A
Geno Decondo
Ex-Officer, Voting Member
$0Pt VII · Sec A
See Upstate Caring Partners Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises funds and recruits volunteers for programs and services benefiting people with disabilities.

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Provided by the organization

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1 program · $431K · in their own filed words · FY2022
01

Funds were raised by the organization for the benefit of individuals with disabilities, including intellectual and other developmental disabilities as well as other mental and physical impairments.

$431Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Women S Fund of Herkimer & OneidaFY2024$5K
Total grants receivedfrom 1 funder$5K
Grants paid · 8 grants · $1.6M · 2020–2024
Upstate Cerebral Palsy INCNY · FY2024$562,326
Upstate Cerebral Palsy INCNY · FY2023$9,110
Upstate Cerebral Palsy INCNY · FY2022$400,000
Upstate Cerebral Palsy INCNY · FY2021$104,500
The Root Farm INCNY · FY2021$14,833
Cnyhhn INCNY · FY2021$10,883
Kelberman Center INCNY · FY2021$8,173
The Root Farm INCNY · FY2020$500,000

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.0M
Ln 12
Investment incomeLn 3$879K
Gifts and grantsLn 1h$198K
Money outPt IX
$614K
Ln 25
Programscol B$431K
Managementcol C$183K
Owns and owesPt X
$14.8M
net assets · Ln 32
Cash and savingsLn 1–2$137K
Total assetsLn 16$14.9M
LiabilitiesLn 26$89K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$198K
Fundraising eventsLn 1c$120K
Investment incomeLn 3$879K
Gains on assetsLn 7$588K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$128K
SavingsLn 2$9K
Cash and savings togetherLn 1–2$137K
InvestmentsLn 11–13$14.8M
Other assetsLn 15$3K
Total assetsLn 16$14.9M
LiabilitiesLn 26$89K
Net assetsLn 32$14.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$40K$137K
InvestmentsLn 11–13$18.3M$14.8M
Total assetsLn 16$18.3M$14.9M
LiabilitiesLn 26$50K$89K
Net assetsLn 32$18.2M$14.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$431K$431K
Management feesLn 11a$122K$122K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$8K$8K
Investment management feesLn 11f$42K$42K
Other fees for servicesLn 11g$130$130
Office expensesLn 13$7K$7K
Other expenses (24a–d)Ln 24$144$144
Total functional expensesLn 25$614K$431K$183K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.4M$730K$668K$19.3M 990 PDF
FY2023 $974K$246K$727K$17.3M 990 PDF
FY2022 Viewing $1.0M$614K$415K$14.8M 990 PDF
FY2021 $1.5M$327K$1.2M$18.2M 990 PDF
FY2020 $667K$736K−$70K$16.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $1,028,723 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $84,527$197,686
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,456,978$879,189
I-11 Other revenuePrior year $0−$48,152
I-12 Total revenuePrior year $1,541,505$1,028,723
I-13 Grants and similar amounts paidPrior year $143,179$431,122
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $183,907$182,854
I-18 Total expensesPrior year $327,086$613,976
I-19 Revenue less expensesPrior year $1,214,419$414,747
Part VI · Governance 4 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,028,723 across 7 lines filed
VIII-1c Fundraising events$120,040
VIII-1f All other contributions, gifts and grants$77,646
VIII-1h Total contributions, gifts and grants$197,686
VIII-3 Investment incomeExcluded from tax $291,659$291,659
VIII-7 Net gain or loss on sales of assetsExcluded from tax $587,530$587,530
VIII-8 Net income from fundraising eventsExcluded from tax −$48,152−$48,152
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $831,037$1,028,723
Part IX · Statement of functional expenses $613,976 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $431,122$431,122
IX-11a Management feesManagement $122,227$122,227
IX-11b Legal feesManagement $3,537$3,537
IX-11c Accounting feesManagement $7,600$7,600
IX-11f Investment management feesManagement $42,148$42,148
IX-11g Other fees for servicesManagement $130$130
IX-13 Office expensesManagement $7,068$7,068
IX-24 Other expenses (24a–d)Management $144$144
IX-25 Total functional expensesPrograms $431,122 · Management $182,854 · Fundraising $0$613,976
Part X · Balance sheet $14,902,030 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $31,218$127,816
X-2 Savings and temporary cash investmentsStart of year $8,666$8,744
X-11 Publicly traded securitiesStart of year $18,252,393$14,762,919
X-15 Other assetsStart of year $6,388$2,551
X-16 Total assetsStart of year $18,298,665$14,902,030
X-17 Accounts payable and accrued expensesStart of year $50,051$4,947
X-25 Other liabilitiesStart of year $0$84,463
X-26 Total liabilitiesStart of year $50,051$89,410
X-27 Net assets without donor restrictionsStart of year $18,145,452$14,702,879
X-28 Net assets with donor restrictionsStart of year $103,162$109,741
X-32 Total net assets or fund balancesStart of year $18,248,614$14,812,620
X-33 Total liabilities and net assetsStart of year $18,298,665$14,902,030
Part XI · Reconciliation of net assets $14,812,620 net assets at year end
XI-1 Total revenue$1,028,723
XI-2 Total expenses$613,976
XI-3 Revenue less expenses$414,747
XI-4 Net assets at start of year$18,248,614
XI-5 Net unrealized gains (losses) on investments−$3,850,741
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$14,812,620

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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