PHuman ServicesEIN: 161068101· Ruling Year: 1976

The Upstate Foundation Inc

Syracuse, New York

B+Health Score
66B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 15 peers in Human Services with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org14.59×
Peer Median7.39×
💰
$27.3M
Total Revenue
📊
$11.8M
Total Expenses
🏦
$171.5M
Net Assets
📋
$90.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+65.9%
Year-over-year change (2022 → 2023)
Net Margin
+57.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
14.59
Net assets divided by total expenses
Liabilities-to-Assets
34.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$27,314,64266%$11,757,5829%$261,658,86417%
2022$16,462,78250%$10,739,1387%$222,964,78014%
2021$33,065,89410%$11,555,13024%$259,773,97313%
2020$30,116,42273%$9,349,8636%$230,479,50113%
2019$17,383,81228%$9,949,60219%$204,191,81615%
2018$13,589,73437%$8,378,48328%$177,858,1821%
2017$21,477,710116%$11,665,98425%$180,505,97020%
2016$9,925,20038%$9,330,7452%$151,016,3898%
2015$15,958,64575%$9,185,1105%$139,666,34856%
2014$9,119,24923%$9,626,75513%$89,594,4002%
2013$11,841,43915%$8,510,84738%$87,783,49517%
2012$10,283,18523%$6,166,30617%$74,930,98119%
2011$8,389,147$5,281,050$63,198,829

Frequently Asked Questions

What does The Upstate Foundation Inc do?

The Upstate Foundation Inc is a human services nonprofit organization based in New York. It is classified under NTEE code P20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Upstate Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, The Upstate Foundation Inc has a score of 66/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does The Upstate Foundation Inc generate?

The Upstate Foundation Inc reports $35.4M in annual revenue and holds $299.8M in total assets, based on IRS filings.

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