{"success":true,"data":{"_id":161068101,"filings":[{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","FREDERICK B PARKER JR MD","RITA L REICHER PHD","DODIE VLASSIS","GAIL M KINSELLA CPA","J DANIEL PLUFF","DONALD B BARTER CIMA","JULI G BOEHEIM","JOHN F BROGAN CPA","KAREN K BULLIVANT","STEPHEN VL CHOW","CHUNG-TAIK CHUNG MD","LEE COBB","GREGORY L EASTWOOD MD","WILLIAM J KILLROY CPA","JOSEPH L LALONDE","ORRIN B MACMURRAY PE","SCOTT MATUKAS","STEPHEN P MCCOY CPA","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","REBECCA NORR-HARTMAN","ANDREW K PALMER MD","MICHAEL H RATNER MD","DAVID K SCHNECKENBURGER","JOSHUA P SOLOMON","THOMAS G YOUNG"],"Title":["VICE CHAIR","VICE CHAIR","CHAIR","SECRETARY","TREASURER","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2017,"name":"THE UPSTATE FOUNDATION INC","phone":3154644416,"website":"WWW.UPSTATEFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"GAIL KINSELLA CPA","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":200,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":27,"Number of independent voting members":27,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":21477710,"Contributions":{"value":16272605,"Other contributions":15578110,"Contributions from gifts and grants":0,"Fundraising revenue":694495,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5022944,"Investment income total":3272296,"Net investment gain":1750648,"Income from invest bond proceeds":0},"Other revenues":{"value":182161,"Other total":151842,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":30319,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":11665984,"Grant expense":{"value":8408801,"Grants to domestic orgs":8408801,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":3257183,"Management services":0,"Legal":8348,"Accounting":24900,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":22980,"Office expenses":6744,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":21044,"Conferences and meetings":5834,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":8483,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2550030,"REIMBURSED PAYROLL":2314997,"SYRACUSE ADI FEE TO CMN":135060,"EQUIPMENT/SOFTWARE":99973},"All other expenses":608820},"Functional Expenses":{"value":null,"Program Service Expenses":9219050,"Management And General Expenses":835817,"Fundraising Expenses":1611117}},"Assets":{"value":180505970,"Non-interest bearing cash":7029827,"Savings and temp cash investments":1653512,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":100986,"Land, building, equipment":0,"Investments publicly traded":60880025,"Investments other":110841620,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":65935704,"Sum of Total Liabilities":0,"Accounts payable, accrued":138397,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":65797307,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":114570266,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":7379356,"Temporarily restricted net assets":74473664,"Permanently restricted net assets":32717246},"Ratings":{"Program Expense Ratio":{"score":0.7902505266593886,"percentile":0.6133226055923888},"Fundraising Efficiency":{"score":10.10020066823204,"percentile":0.40237059054509566},"Operating Margin":{"score":0.4568329677605294,"percentile":0.9053622623367047},"Liabilities to Assets Ratio":{"score":0.36528267735410636,"percentile":0.17652560579319704},"Operating Reserve Ratio":{"score":15.47284566822653,"percentile":0.9284469547774278},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.10279522295504624,"percentile":0.6810028440421216},"Revenue Growth":{"score":0.14693965038589263,"percentile":0.8443963647979716},"Asset Growth":{"score":0.19031733844969095,"percentile":0.8362196989088622},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7174920035042898,"percentile":0.8760742927091785}},"source_xml":"201801319349301580_public.xml"},{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","RITA L REICHER PHD","DODIE VLASSIS","GAIL M MCINTYRE CPA","J DANIEL PLUFF","JULI G BOEHEIM","JOHN F BROGAN CPA","KAREN K BULLIVANT","STEPHEN YL CHOW","CHUNG-TAIK CHUNG MD","GARY GROSSMAN CPA","GREGORY L EASTWOOD MD","WILLIAM J KILLROY CPA","JOSEPH L LALONDE","SCOTT MATUKAS","STEPHEN P MCCOY CPA","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","ANDREW K PALMER MD","MICHAEL H RATNER MD","DAVID K SCHNECKENBURGER","JOSHUA P SOLOMON","CHRIS SPERA","NATHAN ANDREWS","APRIL STONE"],"Title":["VICE CHAIR","CHAIR","SECRETARY","TREASURER","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2021,"name":"THE UPSTATE FOUNDATION INC","phone":3154644416,"website":"WWW.UPSTATEFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"GAIL MCINTYRE CPA","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":200,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":124,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":124,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":33065894,"Contributions":{"value":15615584,"Other contributions":15117669,"Contributions from gifts and grants":0,"Fundraising revenue":497915,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":17280227,"Investment income total":5714671,"Net investment gain":11565556,"Income from invest bond proceeds":0},"Other revenues":{"value":170083,"Other total":200459,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-30376,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":11555130,"Grant expense":{"value":8167806,"Grants to domestic orgs":8167806,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":3387324,"Management services":0,"Legal":9000,"Accounting":15322,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":180347,"Office expenses":0,"Information technology":157717,"Royalties":0,"Occupancy":63480,"Travel":74851,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2838967,"REIMBURSED PAYROLL":2708977,"SYRACUSE FEE TO CMN":129990},"All other expenses":47640},"Functional Expenses":{"value":null,"Program Service Expenses":8999712,"Management And General Expenses":1055807,"Fundraising Expenses":1499611}},"Assets":{"value":259773973,"Non-interest bearing cash":8081227,"Savings and temp cash investments":9795380,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":172449,"Land, building, equipment":0,"Investments publicly traded":75546217,"Investments other":166178700,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":87839084,"Sum of Total Liabilities":0,"Accounts payable, accrued":159945,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":87679139,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":171934889,"Net assets without donor restriction":20618327,"Net assets with donor restriction":151316562,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7788499134150806,"percentile":0.600893799392587},"Fundraising Efficiency":{"score":10.413089794620072,"percentile":0.41169857440065594},"Operating Margin":{"score":0.6505423382776222,"percentile":0.9513895243605706},"Liabilities to Assets Ratio":{"score":0.3381365846069575,"percentile":0.18649515840670694},"Operating Reserve Ratio":{"score":22.481267887076996,"percentile":0.9530396448528664},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.03404466437876651,"percentile":0.4664280493332911},"Revenue Growth":{"score":0.14254616675889964,"percentile":0.8385976906651481},"Asset Growth":{"score":0.1249130315914152,"percentile":0.7379900959592377},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6960445768986505,"percentile":0.8420804966339578}},"source_xml":"202231339349303778_public.xml"},{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","RITA L REICHER PHD","DODIE VLASSIS","GAIL M MCINTYRE CPA","J DANIEL PLUFF","JULI G BOEHEIM","JOHN F BROGAN CPA","KAREN K BULLIVANT","STEPHEN YL CHOW","CHUNG-TAIK CHUNG MD","GARY GROSSMAN CPA","GREGORY L EASTWOOD MD","WILLIAM J KILLROY CPA","JOSEPH L LALONDE","SCOTT MATUKAS","STEPHEN P MCCOY CPA","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","ANDREW K PALMER MD","MICHAEL H RATNER MD","DAVID K SCHNECKENBURGER","JOSHUA P SOLOMON","CHRIS SPERA","NATHAN ANDREWS","APRIL STONE"],"Title":["VICE CHAIR","CHAIR","SECRETARY","TREASURER","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2022,"name":"THE UPSTATE FOUNDATION INC","phone":3154644416,"website":"WWW.UPSTATEFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Afghanistan","Albania","Algeria","Andorra","Argentina","Australia","Austria","Azerbaijan","Bahrain","Bangladesh","Belarus","Belgium","Bermuda","Bhutan","Bolivia","Bosnia and Herzegovina","Brazil","Bulgaria","Canada","Chile","China","Colombia","Croatia","Cyprus","Czechia","Denmark","Ecuador","Egypt","Estonia","Falkland Islands","Faroe Islands","Finland","France","French Guiana","Germany","Gibraltar","Greece","Greenland","Guernsey","Guyana","Hong Kong","Hungary","Iceland","India","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Maldives","Malta","Marshall Islands","Mexico","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Morocco","Nauru","Nepal","Netherlands","New Zealand","Niue","North Korea","North Macedonia","Norway","Oman","Pakistan","Palau","Papua New Guinea","Paraguay","Peru","Philippines","Poland","Portugal","Qatar","Romania","Russia","Saint Pierre and Miquelon","Samoa","San Marino","Saudi Arabia","Serbia","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sri Lanka","Sudan","Suriname","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Tunisia","Turkey","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","United States","United States Minor Outlying Islands","Uruguay","Uzbekistan","Vanuatu","Vatican City","Venezuela","Western Sahara","Yemen","Åland Islands"],"principal_officer":"GAIL MCINTYRE CPA","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":200,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":16462782,"Contributions":{"value":13673910,"Other contributions":13159655,"Contributions from gifts and grants":0,"Fundraising revenue":514255,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2615753,"Investment income total":4342368,"Net investment gain":-1726615,"Income from invest bond proceeds":0},"Other revenues":{"value":173119,"Other total":208926,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-35807,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":10739138,"Grant expense":{"value":7102772,"Grants to domestic orgs":7102772,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":3636366,"Management services":0,"Legal":10830,"Accounting":24727,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":217389,"Office expenses":0,"Information technology":177874,"Royalties":0,"Occupancy":63480,"Travel":98060,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2952000,"REIMBURSED PAYROLL":2822010,"SYRACUSE FEE TO CMN":129990},"All other expenses":92006},"Functional Expenses":{"value":null,"Program Service Expenses":8300108,"Management And General Expenses":935560,"Fundraising Expenses":1503470}},"Assets":{"value":222964780,"Non-interest bearing cash":9963557,"Savings and temp cash investments":1796006,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":154865,"Land, building, equipment":0,"Investments publicly traded":61776849,"Investments other":149273503,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":75392178,"Sum of Total Liabilities":0,"Accounts payable, accrued":155316,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":75236862,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":147572602,"Net assets without donor restriction":17399439,"Net assets with donor restriction":130173163,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7728840061464896,"percentile":0.5948539066968493},"Fundraising Efficiency":{"score":9.094900463594218,"percentile":0.37000298579969026},"Operating Margin":{"score":0.3476717361622112,"percentile":0.8615827528150914},"Liabilities to Assets Ratio":{"score":0.3381349197841919,"percentile":0.18649597776586976},"Operating Reserve Ratio":{"score":20.761887965309693,"percentile":0.9483141444293841},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.03297508563231685,"percentile":0.4617716694330168},"Revenue Growth":{"score":0.09974356977723516,"percentile":0.7632969572358982},"Asset Growth":{"score":0.1049179429332416,"percentile":0.6949100699305013},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6665388087040472,"percentile":0.7809733774392882}},"source_xml":"202341329349307534_public.xml"},{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","FREDERICK B PARKER JR MD","RITA L REICHER PHD","GAIL COWLEY","DODIE VLASSIS","DONALD B BARTER","JULI G BOEHEIM","STEPHEN YL CHOW","CHUNG-TAIK CHUNG MD","MICHAEL EHRHART","JUD GOSTIN","WILLIAM J KILLROY","GAIL M KINSELLA CPA","ORRIN B MACMURRAY PE","LOUIS G MARCOCCIA EDD","SCOTT M MATUKAS","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","CORNELIUS B MURPHY JR PHD","REBECCA NORR-HARTMAN","ANDREW K PALMER MD","J DANIEL PLUFF","MICHAEL H RATNER MD","LIBBY R RUBENSTEIN","STEWART M WIGGINS","THOMAS G YOUNG","GREGORY L EASTWOOD MD","EVERETT C BOUTWELL","ANDREW RUSSO"],"Title":["CHAIR","VICE CHAIR","TREASURER","SECRETARY","ASSISTANT SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EX-OFFICIO (VOTING)","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2014,"name":"HEALTH SCIENCE CENTER FOUNDATION AT SYRACUSE INC","phone":3154647080,"website":"WWW.FOUNDATIONFORUPSTATE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"RITA REICHER","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":100,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":29,"Number of independent voting members":29,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":9119249,"Contributions":{"value":6397484,"Other contributions":5620355,"Contributions from gifts and grants":0,"Fundraising revenue":777129,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2751601,"Investment income total":2001843,"Net investment gain":749758,"Income from invest bond proceeds":0},"Other revenues":{"value":-29836,"Other total":1000,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-30836,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":9626755,"Grant expense":{"value":6683630,"Grants to domestic orgs":6683630,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2943125,"Management services":0,"Legal":61920,"Accounting":16800,"Lobbying services":0,"Investment management fees":0,"Other services":3000,"Advertising":75107,"Office expenses":15715,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":35590,"Conferences and meetings":16735,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":8729,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2074135,"REIMBURSED PAYROLL":1906167,"EQUIPMENT/SOFTWARE":90352,"SYRACUSE ADI FEE TO CMN":77616},"All other expenses":635394},"Functional Expenses":{"value":null,"Program Service Expenses":6683630,"Management And General Expenses":1540079,"Fundraising Expenses":1403046}},"Assets":{"value":89594400,"Non-interest bearing cash":1547025,"Savings and temp cash investments":0,"Pledges and grants receivable":422000,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":63152,"Land, building, equipment":0,"Investments publicly traded":43119364,"Investments other":44434056,"Investments program related":0,"Intangible assets":0,"Other assets":8803},"Liabilities":{"value":404560,"Sum of Total Liabilities":0,"Accounts payable, accrued":72742,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":331818,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":89189840,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":6942567,"Temporarily restricted net assets":52006447,"Permanently restricted net assets":30240826},"Ratings":{"Program Expense Ratio":{"score":0.6942765241246921,"percentile":0.5335331861793399},"Fundraising Efficiency":{"score":4.559710800643742,"percentile":0.18429008532090627},"Operating Margin":{"score":-0.05565217048026652,"percentile":0.27686669537583364},"Liabilities to Assets Ratio":{"score":0.004515460787727805,"percentile":0.5329206221230252},"Operating Reserve Ratio":{"score":9.306812108545403,"percentile":0.8850248137779368},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5330185113087322,"percentile":0.4087912865874474}},"source_xml":"201531349349306413_public.xml"},{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","FREDERICK B PARKER JR MD","RITA L REICHER PHD","DODIE VLASSIS","GAIL M MCINTYRE CPA","J DANIEL PLUFF","DONALD B BARTER CIMA","JULI G BOEHEIM","JOHN F BROGAN CPA","KAREN K BULLIVANT","STEPHEN YL CHOW","CHUNG-TAIK CHUNG MD","GARY GROSSMAN CPA","GREGORY L EASTWOOD MD","WILLIAM J KILLROY CPA","JOSEPH L LALONDE","SCOTT MATUKAS","STEPHEN P MCCOY CPA","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","ANDREW K PALMER MD","MICHAEL H RATNER MD","DAVID K SCHNECKENBURGER","JOSHUA P SOLOMON","CHRIS SPERA"],"Title":["VICE CHAIR","VICE CHAIR","CHAIR","SECRETARY","TREASURER","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2019,"name":"THE UPSTATE FOUNDATION INC","phone":3154644416,"website":"WWW.UPSTATEFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"GAIL MCINTYRE CPA","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":200,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":17383812,"Contributions":{"value":12162041,"Other contributions":11472955,"Contributions from gifts and grants":0,"Fundraising revenue":689086,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5049420,"Investment income total":3822536,"Net investment gain":1226884,"Income from invest bond proceeds":0},"Other revenues":{"value":172351,"Other total":162695,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":9656,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":9949602,"Grant expense":{"value":6569963,"Grants to domestic orgs":6569963,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":3379639,"Management services":0,"Legal":18700,"Accounting":12848,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":267413,"Office expenses":0,"Information technology":136404,"Royalties":0,"Occupancy":63480,"Travel":106228,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2685503,"REIMBURSED PAYROLL":2529695,"SYRACUSE FEE TO CMN":155808},"All other expenses":89063},"Functional Expenses":{"value":null,"Program Service Expenses":7457910,"Management And General Expenses":1014455,"Fundraising Expenses":1477237}},"Assets":{"value":204191816,"Non-interest bearing cash":3247127,"Savings and temp cash investments":7760017,"Pledges and grants receivable":1980000,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":136429,"Land, building, equipment":0,"Investments publicly traded":73029408,"Investments other":118038835,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":73794622,"Sum of Total Liabilities":0,"Accounts payable, accrued":80056,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":73714566,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":130397194,"Net assets without donor restriction":8816129,"Net assets with donor restriction":121581065,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7495686762143853,"percentile":0.5726494969105718},"Fundraising Efficiency":{"score":8.23296532648451,"percentile":0.3396467155723375},"Operating Margin":{"score":0.4276513114614907,"percentile":0.8954345698995186},"Liabilities to Assets Ratio":{"score":0.36139852931226196,"percentile":0.17792957771867468},"Operating Reserve Ratio":{"score":20.52261145722211,"percentile":0.9475829781747479},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.03431911166866728,"percentile":0.46761785122720545},"Revenue Growth":{"score":0.07826906436082602,"percentile":0.7074203263238025},"Asset Growth":{"score":0.1374400890204951,"percentile":0.7612146594157777},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6617555265556082,"percentile":0.7699048252903827}},"source_xml":"202031829349301788_public.xml"},{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","RITA L REICHER PHD","DODIE VLASSIS","GAIL M MCINTYRE CPA","J DANIEL PLUFF","JULI G BOEHEIM","JOHN F BROGAN CPA","KAREN K BULLIVANT","STEPHEN YL CHOW","CHUNG-TAIK CHUNG MD","GARY GROSSMAN CPA","GREGORY L EASTWOOD MD","WILLIAM J KILLORY CPA","JOSEPH L LALONDE","SCOTT MATUKAS","STEPHEN P MCCOY CPA","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","ANDREW K PALMER MD","MICHAEL H RATNER MD","DAVID K SCHNECKENBURGER","JOSHUA P SOLOMON","CHRIS SPERA","NATHAN ANDREWS","APRIL STONE","JOHN M BERNARDO","PHILLIP CAPOZZI MD","TIMOTHY A DAMRON MD","MANTOSH DEWAN MD"],"Title":["VICE CHAIR","CHAIR","SECRETARY","TREASURER","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EX-OFFICIO"],"Hours":[1.0,1.0,1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2024,"name":"THE UPSTATE FOUNDATION INC","phone":3154644416,"website":"WWW.UPSTATEFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Afghanistan","Albania","Algeria","Andorra","Anguilla","Antigua and Barbuda","Argentina","Aruba","Australia","Austria","Azerbaijan","Bahamas","Bahrain","Bangladesh","Barbados","Belarus","Belgium","Belize","Bermuda","Bhutan","Bolivia","Bosnia and Herzegovina","Brazil","British Virgin Islands","Brunei","Bulgaria","Cambodia","Canada","Caribbean Netherlands","Cayman Islands","Chile","China","Colombia","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Djibouti","Dominica","Dominican Republic","Ecuador","Egypt","El Salvador","Estonia","Falkland Islands","Faroe Islands","Finland","France","French Guiana","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Guyana","Haiti","Honduras","Hong Kong","Hungary","Iceland","India","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Jamaica","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Maldives","Malta","Marshall Islands","Martinique","Mexico","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Morocco","Nauru","Nepal","Netherlands","New Zealand","Nicaragua","Niue","North Korea","North Macedonia","Norway","Oman","Pakistan","Palau","Panama","Papua New Guinea","Paraguay","Peru","Philippines","Poland","Portugal","Puerto Rico","Qatar","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Pierre and Miquelon","Saint Vincent and the Grenadines","Samoa","San Marino","Saudi Arabia","Serbia","Sint Maarten","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sri Lanka","Sudan","Suriname","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Trinidad and Tobago","Tunisia","Turkey","Turks and Caicos Islands","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","United States","United States Minor Outlying Islands","United States Virgin Islands","Uruguay","Uzbekistan","Vanuatu","Vatican City","Venezuela","Western Sahara","Yemen","Åland Islands"],"principal_officer":"GAIL MCINTYRE CPA","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":200,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":29,"Number of independent voting members":29,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":35375330,"Contributions":{"value":22477665,"Other contributions":21869687,"Contributions from gifts and grants":0,"Fundraising revenue":607978,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":12369350,"Investment income total":6017313,"Net investment gain":6352037,"Income from invest bond proceeds":0},"Other revenues":{"value":528315,"Other total":573111,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-44796,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":18934760,"Grant expense":{"value":14230508,"Grants to domestic orgs":14230508,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":4704252,"Management services":0,"Legal":9000,"Accounting":21400,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":131077,"Office expenses":0,"Information technology":129964,"Royalties":0,"Occupancy":332703,"Travel":150301,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3792386,"REIMBURSED PAYROLL":3631066,"SYRACUSE FEE TO CMN":132909,"SPECIAL EVENTS EXPENSE":28411},"All other expenses":137421},"Functional Expenses":{"value":null,"Program Service Expenses":15808851,"Management And General Expenses":1256911,"Fundraising Expenses":1868998}},"Assets":{"value":299812098,"Non-interest bearing cash":2630942,"Savings and temp cash investments":32619737,"Pledges and grants receivable":7810000,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":12010,"Land, building, equipment":0,"Investments publicly traded":83979976,"Investments other":171275121,"Investments program related":0,"Intangible assets":0,"Other assets":1484312},"Liabilities":{"value":106327191,"Sum of Total Liabilities":0,"Accounts payable, accrued":880850,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":104185071,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1261270},"Fund balance":{"value":193484907,"Net assets without donor restriction":21716461,"Net assets with donor restriction":171768446,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8349116122940032,"percentile":0.6714016417874377},"Fundraising Efficiency":{"score":12.026585903248693,"percentile":0.4553594144376376},"Operating Margin":{"score":0.4647467599595537,"percentile":0.90787536743284},"Liabilities to Assets Ratio":{"score":0.35464609903767125,"percentile":0.18032866134738698},"Operating Reserve Ratio":{"score":15.833952899323783,"percentile":0.9301152183020331},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.06392739498863957,"percentile":0.5802955610149434},"Revenue Growth":{"score":0.09925108562778016,"percentile":0.7621896882036793},"Asset Growth":{"score":0.09435259221174827,"percentile":0.6687027433626582},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7126983855556636,"percentile":0.8688824436048199}},"source_xml":"202541339349308679_public.xml"},{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","RITA L REICHER PHD","DODIE VLASSIS","GAIL M MCINTYRE CPA","J DANIEL PLUFF","JULI G BOEHEIM","JOHN F BROGAN CPA","KAREN K BULLIVANT","STEPHEN YL CHOW","CHUNG-TAIK CHUNG MD","GARY GROSSMAN CPA","GREGORY L EASTWOOD MD","WILLIAM J KILLROY CPA","JOSEPH L LALONDE","SCOTT MATUKAS","STEPHEN P MCCOY CPA","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","ANDREW K PALMER MD","MICHAEL H RATNER MD","DAVID K SCHNECKENBURGER","JOSHUA P SOLOMON","CHRIS SPERA","NATHAN ANDREWS","APRIL STONE","JOHN M BERNARDO","PHILLIP CAPOZZI MD","TIMOTHY A DAMRON MD"],"Title":["VICE CHAIR","CHAIR","SECRETARY","TREASURER","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2023,"name":"THE UPSTATE FOUNDATION INC","phone":3154644416,"website":"WWW.UPSTATEFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Afghanistan","Albania","Algeria","Andorra","Angola","Anguilla","Antigua and Barbuda","Argentina","Aruba","Australia","Austria","Azerbaijan","Bahamas","Bahrain","Bangladesh","Barbados","Belarus","Belgium","Belize","Benin","Bermuda","Bhutan","Bolivia","Bosnia and Herzegovina","Botswana","Brazil","British Virgin Islands","Brunei","Bulgaria","Burkina Faso","Burundi","Cambodia","Cameroon","Canada","Cape Verde","Caribbean Netherlands","Cayman Islands","Central African Republic","Chad","Chile","China","Colombia","Comoros","Congo","Congo, Democratic Republic of the","Costa Rica","Cote d'Ivoire","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Djibouti","Dominica","Dominican Republic","Ecuador","Egypt","El Salvador","Equatorial Guinea","Eritrea","Estonia","Ethiopia","Falkland Islands","Faroe Islands","Finland","France","French Guiana","Gabon","Gambia","Germany","Ghana","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Guinea","Guinea-Bissau","Guyana","Haiti","Honduras","Hong Kong","Hungary","Iceland","India","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Jamaica","Japan","Jersey","Jordan","Kenya","Kosovo","Kuwait","Latvia","Lebanon","Lesotho","Liberia","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Madagascar","Malawi","Malaysia","Maldives","Mali","Malta","Marshall Islands","Martinique","Mauritania","Mauritius","Mayotte","Mexico","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Morocco","Mozambique","Namibia","Nauru","Nepal","Netherlands","New Zealand","Nicaragua","Niger","Nigeria","Niue","North Korea","North Macedonia","Norway","Oman","Pakistan","Palau","Panama","Papua New Guinea","Paraguay","Peru","Philippines","Poland","Portugal","Puerto Rico","Qatar","Romania","Russia","Rwanda","Saint Barthélemy","Saint Helena","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Pierre and Miquelon","Saint Vincent and the Grenadines","Samoa","San Marino","Sao Tome and Principe","Saudi Arabia","Senegal","Serbia","Seychelles","Sierra Leone","Sint Maarten","Slovakia","Slovenia","Solomon Islands","Somalia","South Africa","South Korea","South Sudan","Spain","Sri Lanka","Sudan","Suriname","Svalbard and Jan Mayen","Swaziland","Sweden","Switzerland","Syria","Taiwan","Tanzania","Togo","Tonga","Trinidad and Tobago","Tunisia","Turkey","Turks and Caicos Islands","Tuvalu","Uganda","Ukraine","United Arab Emirates","United Kingdom","United States","United States Minor Outlying Islands","United States Virgin Islands","Uruguay","Uzbekistan","Vanuatu","Vatican City","Venezuela","Western Sahara","Yemen","Zambia","Zimbabwe","Åland Islands"],"principal_officer":"GAIL MCINTYRE CPA","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":200,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":28,"Number of independent voting members":28,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":27314642,"Contributions":{"value":13955244,"Other contributions":13428644,"Contributions from gifts and grants":0,"Fundraising revenue":526600,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":13068695,"Investment income total":4644853,"Net investment gain":8423842,"Income from invest bond proceeds":0},"Other revenues":{"value":290703,"Other total":326621,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-35918,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":11757582,"Grant expense":{"value":7592818,"Grants to domestic orgs":7592818,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":4164764,"Management services":0,"Legal":17770,"Accounting":16460,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":187583,"Office expenses":0,"Information technology":177313,"Royalties":0,"Occupancy":47611,"Travel":129545,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3406351,"REIMBURSED PAYROLL":3116480,"SPECIAL EVENTS EXPENSE":163287,"SYRACUSE FEE TO CMN":126584},"All other expenses":182131},"Functional Expenses":{"value":null,"Program Service Expenses":8926992,"Management And General Expenses":1180412,"Fundraising Expenses":1650178}},"Assets":{"value":261658864,"Non-interest bearing cash":2437762,"Savings and temp cash investments":20353230,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":231948,"Land, building, equipment":0,"Investments publicly traded":75716807,"Investments other":161357179,"Investments program related":0,"Intangible assets":0,"Other assets":1561938},"Liabilities":{"value":90118672,"Sum of Total Liabilities":0,"Accounts payable, accrued":183370,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":88412341,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1522961},"Fund balance":{"value":171540192,"Net assets without donor restriction":23592775,"Net assets with donor restriction":147947417,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7592540711176838,"percentile":0.5817272602772833},"Fundraising Efficiency":{"score":8.456811325808488,"percentile":0.34777173897390257},"Operating Margin":{"score":0.5695502068084949,"percentile":0.9356381373226168},"Liabilities to Assets Ratio":{"score":0.34441283823658275,"percentile":0.1841163539172742},"Operating Reserve Ratio":{"score":22.254479194786818,"percentile":0.9524711620794304},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.03439269306661546,"percentile":0.4679546118640858},"Revenue Growth":{"score":0.09422799036820004,"percentile":0.7504319189126311},"Asset Growth":{"score":0.09702315656916957,"percentile":0.6755962652520013},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6710817476746279,"percentile":0.7914699734000376}},"source_xml":"202421349349300427_public.xml"},{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","FREDERICK B PARKER JR MD","RITA L REICHER PHD","DODIE VLASSIS","DONALD B BARTER","JULI G BOEHEIM","STEPHEN YL CHOW","CHUNG-TAIK CHUNG MD","MICHAEL EHRHART","JUD GOSTIN","WILLIAM J KILLROY CPA","GAIL M KINSELLA CPA","ORRIN B MACMURRAY PE","LOUIS G MARCOCCIA EDD","SCOTT M MATUKAS","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","CORNELIUS B MURPHY JR PHD","REBECCA NORR-HARTMAN","ANDREW K PALMER MD","J DANIEL PLUFF","MICHAEL H RATNER MD","LIBBY R RUBENSTEIN","STEWART M WIGGINS","THOMAS G YOUNG","GREGORY L EASTWOOD MD","ANDREW RUSSO CFP","KAREN K BULLIVANT","LEE COBB","STEPHEN P MCCOY MBA CPA","DAVID K SCHNECKENBURGER"],"Title":["CHAIR","VICE CHAIR","TREASURER","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2015,"name":"THE UPSTATE FOUNDATION INC","phone":3154644416,"website":"WWW.UPSTATEFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"RITA REICHER","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":200,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":31,"Number of independent voting members":31,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":15958645,"Contributions":{"value":10584315,"Other contributions":9858323,"Contributions from gifts and grants":0,"Fundraising revenue":725992,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5240980,"Investment income total":1876271,"Net investment gain":3364709,"Income from invest bond proceeds":0},"Other revenues":{"value":133350,"Other total":124741,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":8609,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":9185110,"Grant expense":{"value":6347528,"Grants to domestic orgs":6347528,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2837582,"Management services":0,"Legal":1689,"Accounting":9800,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":23794,"Office expenses":16574,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":27862,"Conferences and meetings":1909,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":9014,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2129454,"REIMBURSED PAYROLL":1933418,"EQUIPMENT/SOFTWARE":107782,"SYRACUSE ADI FEE TO CMN":88254},"All other expenses":617486},"Functional Expenses":{"value":null,"Program Service Expenses":6347528,"Management And General Expenses":1888984,"Fundraising Expenses":948598}},"Assets":{"value":139666348,"Non-interest bearing cash":2534811,"Savings and temp cash investments":6014613,"Pledges and grants receivable":159000,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":102611,"Land, building, equipment":0,"Investments publicly traded":46307015,"Investments other":84548298,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":49587733,"Sum of Total Liabilities":0,"Accounts payable, accrued":56857,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":49530876,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":90078615,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":6263767,"Temporarily restricted net assets":52444357,"Permanently restricted net assets":31370491},"Ratings":{"Program Expense Ratio":{"score":0.6910671728482294,"percentile":0.5318011729354805},"Fundraising Efficiency":{"score":11.157850849358738,"percentile":0.43251084632540227},"Operating Margin":{"score":0.4244429899906916,"percentile":0.8942714614100494},"Liabilities to Assets Ratio":{"score":0.35504424444462457,"percentile":0.18018404445515074},"Operating Reserve Ratio":{"score":15.205734934039985,"percentile":0.9271703441553888},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.045446874971090685,"percentile":0.5138933042902277},"Revenue Growth":{"score":0.16727845543688452,"percentile":0.8678654288770724},"Asset Growth":{"score":0.245468199528228,"percentile":0.8868142469483381},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6846345690094618,"percentile":0.82098351266293}},"source_xml":"201631339349303518_public.xml"},{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","FREDERICK B PARKER JR MD","RITA L REICHER PHD","GAIL COWLEY","DODIE VLASSIS","DONALD B BARTER","JULI G BOEHEIM","STEPHEN YL CHOW","CHUNG-TAIK CHUNG MD","MICHAEL EHRHART","JUD GOSTIN","KEVIN JOST","WILLIAM J KILLORY","GAIL M KINSELLA CPA","ORRIN B MACMURRAY PE","LOUIS G MARCOCCIA EDD","SCOTT M MATUKAS","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","CORNELIUS B MURPHY JR PHD","REBECCA NORR-HARTMAN","ANDREW K PALMER MD","J DANIEL PLUFF","MICHAEL H RATNER MD","LIBBY R RUBENSTEIN","RICHARD S SCOLARO","STEWART M WIGGINS","THOMAS G YOUNG","GREGORY L EASTWOOD MD"],"Title":["CHAIR","VICE CHAIR","TREASURER","SECRETARY","ASSISTANT SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EX-OFFICIO (VOTING)"],"Hours":[1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests made on behalf of the suny upstate medical university.","year":2013,"name":"HEALTH SCIENCE CENTER FOUNDATION AT SYRACUSE INC","phone":3154647080,"website":"WWW.FOUNDATIONFORUPSTATE.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"RITA REICHER","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":100,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":29,"Number of independent voting members":29,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":11841439,"Contributions":{"value":9142756,"Other contributions":8406976,"Contributions from gifts and grants":0,"Fundraising revenue":735780,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2767505,"Investment income total":1310517,"Net investment gain":1456988,"Income from invest bond proceeds":0},"Other revenues":{"value":-68822,"Other total":15224,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-84046,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":8510847,"Grant expense":{"value":5777660,"Grants to domestic orgs":5777660,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2733187,"Management services":0,"Legal":26275,"Accounting":15952,"Lobbying services":0,"Investment management fees":0,"Other services":31198,"Advertising":77134,"Office expenses":10713,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":40548,"Conferences and meetings":5295,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":8308,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2034479,"REIMBURSED PAYROLL":1855579,"EQUIPMENT/SOFTWARE":111408,"SYRACUSE ADI FEE TO CMN":67492},"All other expenses":483285},"Functional Expenses":{"value":null,"Program Service Expenses":5777660,"Management And General Expenses":1371716,"Fundraising Expenses":1361471}},"Assets":{"value":87783495,"Non-interest bearing cash":1243849,"Savings and temp cash investments":0,"Pledges and grants receivable":1090000,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":133030,"Land, building, equipment":0,"Investments publicly traded":41973247,"Investments other":43334566,"Investments program related":0,"Intangible assets":0,"Other assets":8803},"Liabilities":{"value":353836,"Sum of Total Liabilities":0,"Accounts payable, accrued":61405,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":292431,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":87429659,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":6375669,"Temporarily restricted net assets":51725311,"Permanently restricted net assets":29328679},"Ratings":{"Program Expense Ratio":{"score":0.6788584026948199,"percentile":0.5254134678127492},"Fundraising Efficiency":{"score":6.715351263449607,"percentile":0.2801035333243087},"Operating Margin":{"score":0.2812658157509404,"percentile":0.8233147104181872},"Liabilities to Assets Ratio":{"score":0.0040307805015054364,"percentile":0.5368484251097532},"Operating Reserve Ratio":{"score":10.314307729888693,"percentile":0.8950438932157755},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.658318457956335,"percentile":0.7617976463002935}},"source_xml":"201401339349301840_public.xml"},{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","RITA L REICHER PHD","DODIE VLASSIS","GAIL M MCINTYRE CPA","J DANIEL PLUFF","DONALD B BARTER CIMA","JULI G BOEHEIM","JOHN F BROGAN CPA","KAREN K BULLIVANT","STEPHEN YL CHOW","CHUNG-TAIK CHUNG MD","GARY GROSSMAN CPA","GREGORY L EASTWOOD MD","WILLIAM J KILLROY CPA","JOSEPH L LALONDE","SCOTT MATUKAS","STEPHEN P MCCOY CPA","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","ANDREW K PALMER MD","MICHAEL H RATNER MD","DAVID K SCHNECKENBURGER","JOSHUA P SOLOMON","CHRIS SPERA"],"Title":["VICE CHAIR","CHAIR","SECRETARY","TREASURER","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2020,"name":"THE UPSTATE FOUNDATION INC","phone":3154644416,"website":"WWW.UPSTATEFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"GAIL MCINTYRE CPA","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":200,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":24,"Number of independent voting members":24,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":30116422,"Contributions":{"value":10434935,"Other contributions":9809046,"Contributions from gifts and grants":0,"Fundraising revenue":237289,"Dues":0,"Campaigns":0,"Grant revenue":388600,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":19517240,"Investment income total":3276194,"Net investment gain":16241046,"Income from invest bond proceeds":0},"Other revenues":{"value":164247,"Other total":169644,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-5397,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":9349863,"Grant expense":{"value":6022856,"Grants to domestic orgs":6022856,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":3327007,"Management services":0,"Legal":9158,"Accounting":23199,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":244763,"Office expenses":0,"Information technology":140636,"Royalties":0,"Occupancy":63480,"Travel":52448,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2701455,"REIMBURSED PAYROLL":2571465,"SYRACUSE FEE TO CMN":129990},"All other expenses":91868},"Functional Expenses":{"value":null,"Program Service Expenses":6832348,"Management And General Expenses":1050415,"Fundraising Expenses":1467100}},"Assets":{"value":230479501,"Non-interest bearing cash":4887039,"Savings and temp cash investments":9792922,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":168874,"Land, building, equipment":0,"Investments publicly traded":82276958,"Investments other":133353708,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":80097318,"Sum of Total Liabilities":0,"Accounts payable, accrued":182776,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":79914542,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":150382183,"Net assets without donor restriction":12179764,"Net assets with donor restriction":138202419,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7307431135621987,"percentile":0.5575682936849992},"Fundraising Efficiency":{"score":7.1126269511280755,"percentile":0.2965599939323942},"Operating Margin":{"score":0.6895427019849835,"percentile":0.9577380138378728},"Liabilities to Assets Ratio":{"score":0.3475246937470591,"percentile":0.18294917678984912},"Operating Reserve Ratio":{"score":24.650575200941446,"percentile":0.9580870766869721},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.021680503698072267,"percentile":0.4124786525461418},"Revenue Growth":{"score":0.12782592458612368,"percentile":0.8170550787252884},"Asset Growth":{"score":0.12958675609856862,"percentile":0.746965860693552},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6665841043318574,"percentile":0.7814101439829709}},"source_xml":"202131329349305613_public.xml"},{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","FREDERICK B PARKER JR MD","RITA L REICHER PHD","DODIE VLASSIS","GAIL M MCINTYRE CPA","J DANIEL PLUFF","DONALD B BARTER CIMA","JULI G BOEHEIM","JOHN F BROGAN CPA","KAREN K BULLIVANT","STEPHEN YL CHOW","CHUNG-TAIK CHUNG MD","GARY GROSSMAN CPA","GREGORY L EASTWOOD MD","WILLIAM J KILLROY CPA","JOSEPH L LALONDE","SCOTT MATUKAS","STEPHEN P MCCOY CPA","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","ANDREW K PALMER MD","MICHAEL H RATNER MD","DAVID K SCHNECKENBURGER","JOSHUA P SOLOMON","CHRIS SPERA"],"Title":["VICE CHAIR","VICE CHAIR","CHAIR","SECRETARY","TREASURER","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2018,"name":"THE UPSTATE FOUNDATION INC","phone":3154644416,"website":"WWW.UPSTATEFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"GAIL MCINTYRE CPA","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":200,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":13589734,"Contributions":{"value":6530256,"Other contributions":5947690,"Contributions from gifts and grants":0,"Fundraising revenue":582566,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":6911995,"Investment income total":4538987,"Net investment gain":2373008,"Income from invest bond proceeds":0},"Other revenues":{"value":147483,"Other total":157957,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-10474,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":8378483,"Grant expense":{"value":5152547,"Grants to domestic orgs":5152547,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":3225936,"Management services":0,"Legal":18000,"Accounting":15400,"Lobbying services":0,"Investment management fees":0,"Other services":3750,"Advertising":208544,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":63480,"Travel":73345,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2766830,"REIMBURSED PAYROLL":2472824,"SYRACUSE ADI FEE TO CMN":173517,"EQUIPMENT/SOFTWARE":120489},"All other expenses":76587},"Functional Expenses":{"value":null,"Program Service Expenses":6059768,"Management And General Expenses":943375,"Fundraising Expenses":1375340}},"Assets":{"value":177858182,"Non-interest bearing cash":5090708,"Savings and temp cash investments":7682597,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":158846,"Land, building, equipment":0,"Investments publicly traded":61416431,"Investments other":103509600,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":70968546,"Sum of Total Liabilities":0,"Accounts payable, accrued":83375,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":70885171,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":106889636,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":6099274,"Temporarily restricted net assets":67229718,"Permanently restricted net assets":33560644},"Ratings":{"Program Expense Ratio":{"score":0.7232536009203575,"percentile":0.5521903925628157},"Fundraising Efficiency":{"score":4.748103014527317,"percentile":0.1929661855784915},"Operating Margin":{"score":0.38346968380690893,"percentile":0.8780604967229362},"Liabilities to Assets Ratio":{"score":0.3990176060609908,"percentile":0.16505314363529996},"Operating Reserve Ratio":{"score":21.22796955009636,"percentile":0.9496719957463827},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.04035179606540182,"percentile":0.49309812073854264},"Revenue Growth":{"score":0.08326027410060993,"percentile":0.7218445002325125},"Asset Growth":{"score":0.15235157516766823,"percentile":0.7858087874741332},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.642811691164398,"percentile":0.7235959725485028}},"source_xml":"201941339349306554_public.xml"},{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","FREDERICK B PARKER JR MD","RITA L REICHER PHD","DODIE VLASSIS","GAIL M KINSELLA CPA","J DANIEL PLUFF","DONALD B BARTER","JULI G BOEHEIM","KAREN K BULLIVANT","STEPHEN VL CHOW","CHUNG-TALK CHUNG MD","LEE COBB","GREGORY L EASTWOOD MD","MICHAEL EHRHART","JUD GOSTIN","WILLIAM J KILLROY CPA","JOSEPH L LALONDE","ORRIN B MACMURRAY PE","LOUIS G MARCOCCIA EDD","SCOTT MATUKAS","STEPHEN P MCCOY MBA CPA","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","CORNELIUS B MURPHY JR PHD","REBECCA NORR-HARTMAN","ANDREW K PALMER MD","MICHAEL H RATNER MD","LIBBY R RUBENSTEIN","ANDREW RUSSO CFP","DAVID K SCHNECKENBURGER","JOSHUA P SOLOMON","STEWART M WIGGINS","THOMAS G YOUNG"],"Title":["CHAIR","VICE CHAIR","TREASURER","SECRETARY","ASSISTANT TREASURER","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2016,"name":"THE UPSTATE FOUNDATION INC","phone":3154644416,"website":"WWW.UPSTATEFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"GAIL KINSELLA CPA","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":200,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":33,"Number of independent voting members":33,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":9925200,"Contributions":{"value":7392819,"Other contributions":6684981,"Contributions from gifts and grants":0,"Fundraising revenue":707838,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2331018,"Investment income total":1734221,"Net investment gain":596797,"Income from invest bond proceeds":0},"Other revenues":{"value":201363,"Other total":136689,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":64674,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":9330745,"Grant expense":{"value":6276219,"Grants to domestic orgs":6276219,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":3054526,"Management services":0,"Legal":3594,"Accounting":17800,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":23081,"Office expenses":10726,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":18030,"Conferences and meetings":2513,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":8524,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2419302,"REIMBURSED PAYROLL":2181922,"SYRACUSE ADI FEE TO CMN":139016,"EQUIPMENT/SOFTWARE":98364},"All other expenses":550956},"Functional Expenses":{"value":null,"Program Service Expenses":7002826,"Management And General Expenses":760629,"Fundraising Expenses":1567290}},"Assets":{"value":151016389,"Non-interest bearing cash":2173533,"Savings and temp cash investments":4637406,"Pledges and grants receivable":49000,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":100424,"Land, building, equipment":0,"Investments publicly traded":49510097,"Investments other":94545929,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":56093414,"Sum of Total Liabilities":0,"Accounts payable, accrued":54680,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":56038734,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":94922975,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":6282347,"Temporarily restricted net assets":56842401,"Permanently restricted net assets":31798227},"Ratings":{"Program Expense Ratio":{"score":0.7505109184743555,"percentile":0.5738596908154963},"Fundraising Efficiency":{"score":4.71694389679,"percentile":0.19152128894380457},"Operating Margin":{"score":0.05989350340547294,"percentile":0.5464822540867255},"Liabilities to Assets Ratio":{"score":0.3714392482262306,"percentile":0.17437028151542117},"Operating Reserve Ratio":{"score":16.18481578909294,"percentile":0.9317074955049847},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.051750225595858984,"percentile":0.5379168484003013},"Revenue Growth":{"score":0.009313180686420761,"percentile":0.4117179020065507},"Asset Growth":{"score":0.20490561573227975,"percentile":0.8517662897583763},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5776257442259949,"percentile":0.5394396789205946}},"source_xml":"201721319349304057_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["PAUL P MELLO CPA","RITA L REICHER PHD","DODIE VLASSIS","GAIL M MCINTYRE CPA","J DANIEL PLUFF","JULI G BOEHEIM","JOHN F BROGAN CPA","KAREN K BULLIVANT","STEPHEN YL CHOW","CHUNG-TAIK CHUNG MD","GARY GROSSMAN CPA","GREGORY L EASTWOOD MD","WILLIAM J KILLORY CPA","JOSEPH L LALONDE","SCOTT MATUKAS","STEPHEN P MCCOY CPA","MAUREEN DUNN MCGLYNN","JOHN L MURAD JR","ANDREW K PALMER MD","MICHAEL H RATNER MD","DAVID K SCHNECKENBURGER","JOSHUA P SOLOMON","CHRIS SPERA","NATHAN ANDREWS","APRIL STONE","JOHN M BERNARDO","PHILLIP CAPOZZI MD","TIMOTHY A DAMRON MD","MANTOSH DEWAN MD"],"Title":["VICE CHAIR","CHAIR","SECRETARY","TREASURER","ASSISTANT TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","EX-OFFICIO"],"Hours":[1.0,1.0,1.0,1.0,1.0,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To receive and administer gifts and bequests primarily made on behalf of the suny upstate medical university.","year":2024,"name":"THE UPSTATE FOUNDATION INC","phone":3154644416,"website":"WWW.UPSTATEFOUNDATION.ORG","type":"990","affiliation":null,"foreign_countries":["Afghanistan","Albania","Algeria","Andorra","Anguilla","Antigua and Barbuda","Argentina","Aruba","Australia","Austria","Azerbaijan","Bahamas","Bahrain","Bangladesh","Barbados","Belarus","Belgium","Belize","Bermuda","Bhutan","Bolivia","Bosnia and Herzegovina","Brazil","British Virgin Islands","Brunei","Bulgaria","Cambodia","Canada","Caribbean Netherlands","Cayman Islands","Chile","China","Colombia","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Djibouti","Dominica","Dominican Republic","Ecuador","Egypt","El Salvador","Estonia","Falkland Islands","Faroe Islands","Finland","France","French Guiana","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Guyana","Haiti","Honduras","Hong Kong","Hungary","Iceland","India","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Jamaica","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Maldives","Malta","Marshall Islands","Martinique","Mexico","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Morocco","Nauru","Nepal","Netherlands","New Zealand","Nicaragua","Niue","North Korea","North Macedonia","Norway","Oman","Pakistan","Palau","Panama","Papua New Guinea","Paraguay","Peru","Philippines","Poland","Portugal","Puerto Rico","Qatar","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Pierre and Miquelon","Saint Vincent and the Grenadines","Samoa","San Marino","Saudi Arabia","Serbia","Sint Maarten","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sri Lanka","Sudan","Suriname","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Trinidad and Tobago","Tunisia","Turkey","Turks and Caicos Islands","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","United States","United States Minor Outlying Islands","United States Virgin Islands","Uruguay","Uzbekistan","Vanuatu","Vatican City","Venezuela","Western Sahara","Yemen","Åland Islands"],"principal_officer":"GAIL MCINTYRE CPA","year_formation":1976,"state_legal_domicile":"NY","total_volunteers":200,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"750 EAST ADAMS STREET, SYRACUSE, NY, 13210, USA","city":"SYRACUSE","state":"NY","country":"USA","zip_code":13210},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":29,"Number of independent voting members":29,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":35375330,"Contributions":{"value":22477665,"Other contributions":21869687,"Contributions from gifts and grants":0,"Fundraising revenue":607978,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":12369350,"Investment income total":6017313,"Net investment gain":6352037,"Income from invest bond proceeds":0},"Other revenues":{"value":528315,"Other total":573111,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-44796,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":18934760,"Grant expense":{"value":14230508,"Grants to domestic orgs":14230508,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":4704252,"Management services":0,"Legal":9000,"Accounting":21400,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":131077,"Office expenses":0,"Information technology":129964,"Royalties":0,"Occupancy":332703,"Travel":150301,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3792386,"REIMBURSED PAYROLL":3631066,"SYRACUSE FEE TO CMN":132909,"SPECIAL EVENTS EXPENSE":28411},"All other expenses":137421},"Functional Expenses":{"value":null,"Program Service Expenses":15808851,"Management And General Expenses":1256911,"Fundraising Expenses":1868998}},"Assets":{"value":299812098,"Non-interest bearing cash":2630942,"Savings and temp cash investments":32619737,"Pledges and grants receivable":7810000,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":12010,"Land, building, equipment":0,"Investments publicly traded":83979976,"Investments other":171275121,"Investments program related":0,"Intangible assets":0,"Other assets":1484312},"Liabilities":{"value":106327191,"Sum of Total Liabilities":0,"Accounts payable, accrued":880850,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":104185071,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1261270},"Fund balance":{"value":193484907,"Net assets without donor restriction":21716461,"Net assets with donor restriction":171768446,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8349116122940032,"percentile":0.6714016417874377},"Fundraising Efficiency":{"score":12.026585903248693,"percentile":0.4553594144376376},"Operating Margin":{"score":0.4647467599595537,"percentile":0.90787536743284},"Liabilities to Assets Ratio":{"score":0.35464609903767125,"percentile":0.18032866134738698},"Operating Reserve Ratio":{"score":15.833952899323783,"percentile":0.9301152183020331},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.06392739498863957,"percentile":0.5802955610149434},"Revenue Growth":{"score":0.09925108562778016,"percentile":0.7621896882036793},"Asset Growth":{"score":0.09435259221174827,"percentile":0.6687027433626582},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7126983855556636,"percentile":0.8688824436048199}},"source_xml":"202541339349308679_public.xml"},"sector":"Human Services","donation_categories":[],"zakat_policy":null},"error":null}