Upstate Family Health Center Inc

Nonprofit profile at a glance

EIN
474829539
IRS 990 coverage
2017–2024
Forms available
Form 990 2024, Form 990-N 2016
Location
Utica, NY, USA
Phone
3156249470
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Health Treatment Facilities, Primarily Outpatient

Official website

Reported finances

Revenue
$7,820,059
Expenses
$8,412,338
Assets
$7,138,940
Liabilities
$8,674,807

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • ANDREEA MERA (CHIEF EXECUTIVE OFFICER)
  • JOHN MILLIGAN (FORMER CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • LOHRASB AHMADIAN (CHIEF MEDICAL OFFICER): $380,038 total reported compensation
  • DAVID LIU (PHYSICIAN): $343,355 total reported compensation
  • ANDREEA MERA (CHIEF EXECUTIVE OFFICER): $219,052 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To improve the overall health and well-being of the community by providing accessible, comprehensive, high quality primary care to all people without discrimination and regardless of ability to pay.

What it reported doing in 2024

Upstate family health center, inc. (ufhc) is a nonprofit organization providing health services at two main facilities in utica and rome, ny, five school-based health centers, and via telemedicine. Services are offered by 24 providers, and include primary care, mental health, podiatry, occupational therapy, chiropractic, substance abuse counseling, occupational therapy, treatment for hepetitisc, and paramedicine. Ufhc also addresses the social determinants of health by providing hot meals, food, transportation, interpretive services, clothing, supplies for infant care, school book bags, and critical pharmaceuticals. Ufhc serves individuals of all ages throughout the mohawk valley in New York state and is dedicated to providing the highest level of care, while ensuring that the patient's needs come first. Ufhc is a federally qualified health center licensed under article 28 of the New York state public health law.

Operating model

Revenue model
Earned-program. 79% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 84
  • Accountability: 95
  • Sustainability: 18
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.7%; rating input score 70
  • Program expense ratio: 64.8%; rating input score 65
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -7.6%; rating input score 16; 16th percentile among comparable filings
  • Total-asset coverage ratio: 0.85; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: 1.22; rating input score 3; 3rd percentile among comparable filings
  • Officer compensation ratio: 20.7%; rating input score 12; 12th percentile among comparable filings

Growth

  • Program expense growth: 14.3% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: 18% per year; rating input score 100; 86th percentile among comparable filings
  • Asset growth: 28.4% per year; rating input score 100; 92nd percentile among comparable filings

Details

  • Where the money goes: 69.7% of revenue deployed · 64.8% of spending went to programs
  • Governance: 10 of 10 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $5.5M in reported program spending
  • Leadership: top reported pay $380K · 22 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $435K reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 7 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Sustainability: Operating margin scored 16/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Liabilities to assets ratio scored 3/100.
  • High — Sustainability: Officer compensation ratio scored 12/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.