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Nonprofiteer
← UPSTATE FAMILY HEALTH CENTER

Form 990 for tax year 2023

Filed by UPSTATE FAMILY HEALTH CENTER.

Totals

Total revenue
$10,647,685
Total expenses
$11,825,038
Contributions and grants received
$1,515,411
Grants paid
$0
Program service revenue
$8,941,493
Investment income
$0
Other revenue
$190,781
Total assets, end of year
$4,768,110
Total liabilities, end of year
$5,711,698
Net assets or fund balances, end of year
-$943,588
Program services expenses (Part IX)
$9,147,475
Management and general expenses
$2,677,563
Fundraising expenses
$0
Program service expenses (Part III)
$9,147,475

Program services were 77.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $982,380

  • 1f · All other contributions, gifts and grants

    $533,031

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $5,669,924 · related or exempt $5,669,924

  • 2b · Program service revenue: 340B REVENUE

    total $3,271,569 · related or exempt $3,271,569

  • 11a · Other revenue: OTHER REVENUE

    total $190,781 · related or exempt $190,781

  • 11e · Other revenue, total

    $190,781

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $627,951 · program services $211,486 · management and general $416,465

  • 7 · Other salaries and wages

    total $4,880,721 · program services $4,210,060 · management and general $670,661

  • 8 · Pension plan contributions

    total $80,855 · management and general $80,855

  • 9 · Other employee benefits

    total $670,563 · program services $597,944 · management and general $72,619

  • 10 · Payroll taxes

    total $460,491 · program services $373,405 · management and general $87,086

  • 11b · Fees: legal

    total $103,332 · management and general $103,332

  • 11c · Fees: accounting

    total $31,798 · management and general $31,798

  • 11g · Fees: other

    total $1,750,123 · program services $931,168 · management and general $818,955

  • 12 · Advertising and promotion

    total $50,603 · program services $40,444 · management and general $10,159

  • 13 · Office expenses

    total $218,094 · program services $93,956 · management and general $124,138

  • 14 · Information technology

    total $611,873 · program services $542,150 · management and general $69,723

  • 16 · Occupancy

    total $610,705 · program services $610,705

  • 17 · Travel

    total $43,821 · program services $36,838 · management and general $6,983

  • 19 · Conferences, conventions and meetings

    total $11,279 · program services $8,688 · management and general $2,591

  • 20 · Interest

    total $65,897 · management and general $65,897

  • 22 · Depreciation, depletion and amortization

    total $104,106 · program services $104,106

  • 23 · Insurance

    total $43,516 · program services $26,802 · management and general $16,714

  • 24a · Other expenses: SUPPLIES

    total $1,327,596 · program services $1,325,538 · management and general $2,058

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $74,911 · program services $23,666 · management and general $51,245

  • 24c · Other expenses: OTHER EXPENSES

    total $56,803 · program services $10,519 · management and general $46,284

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $522,591 · end of year $455,999

  • 3 · Pledges and grants receivable

    beginning of year $1,133,133 · end of year $243,915

  • 4 · Accounts receivable

    beginning of year $1,126,890 · end of year $1,809,085

  • 9 · Prepaid expenses and deferred charges

    beginning of year $55,835 · end of year $38,019

  • 10a · Land, buildings and equipment: cost or other basis

    $1,033,362

  • 10b · Land, buildings and equipment: accumulated depreciation

    $423,510

  • 10c · Land, buildings and equipment, net

    beginning of year $685,694 · end of year $609,852

  • 15 · Other assets

    beginning of year $2,089,180 · end of year $1,611,240

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,422,991 · end of year $1,293,639

  • 19 · Deferred revenue

    beginning of year $120,000 · end of year $398,514

  • 23 · Secured mortgages and notes payable

    beginning of year $1,747,387 · end of year $1,699,037

  • 25 · Other liabilities

    beginning of year $2,089,180 · end of year $2,320,508

  • 27 · Net assets without donor restrictions

    beginning of year $233,765 · end of year -$943,588

Mission and programs · 2023

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.

Activities or mission (Part I)

TO IMPROVE THE OVERALL HEALTH AND WELLBEING OF THE COMMUNITY BY PROVIDING ACCESSIBLE, COMPREHENSIVE, HIGH QUALITY CARE TO ALL PEOPLE WITHOUT DISCRIMINATION AND REGARDLESS OF ABILITY TO PAY.

  • 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.

    Expenses $9,147,475 · Revenue $9,132,274

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ELIZABETH BOWERS

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • BRUCE BRODSKY

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOHN CROSSLEY SR

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DAVID MATHIS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER VANWAGONER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY CAROL EVANS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIFFANY RICHARDSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ADAM ULLMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALEN SMAJIC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SONIA MARTINEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR JOHN KOWALCZYK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARGARET WELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GRADY FAULKNER JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA DEMMA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RON LOUBIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN MILLIGAN

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $149,677
    From this org
    $135,668
    From related orgs
    $0
    Other
    $14,009
    Hours/week
    40

  • JOSEPH DIMARIA

    CHIEF MEDICAL OFFICER

    Total calculated
    $224,141
    From this org
    $203,975
    From related orgs
    $0
    Other
    $20,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,975
    Bonus
    $0
    Other
    $0
    Deferred
    $12,655
    Nontaxable benefits
    $7,511
    Filer's total
    $224,141

  • STEVEN BROWN

    INTERIM CHIEF EXECUTIVE OFFICER

    Total calculated
    $179,062
    From this org
    $179,062
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,062
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $179,062

  • ANDREEA MERA

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $50,028
    From this org
    $50,028
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • CYNTHIA GRABELDINGER

    SENIOR DIRECTOR OF FINANCE

    Total calculated
    $25,031
    From this org
    $24,808
    From related orgs
    $0
    Other
    $223
    Hours/week
    40

  • DAVID LIU

    PHYSICIAN

    Total calculated
    $322,453
    From this org
    $296,279
    From related orgs
    $0
    Other
    $26,174
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,279
    Bonus
    $0
    Other
    $0
    Deferred
    $10,327
    Nontaxable benefits
    $15,847
    Filer's total
    $322,453

  • MICHAEL BABULA

    NURSE PRACTITIONER

    Total calculated
    $146,744
    From this org
    $121,627
    From related orgs
    $0
    Other
    $25,117
    Hours/week
    40

  • CHRISTOPHER MONTANARO

    NURSE PRACTITIONER

    Total calculated
    $167,312
    From this org
    $148,789
    From related orgs
    $0
    Other
    $18,523
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,789
    Bonus
    $0
    Other
    $0
    Deferred
    $2,016
    Nontaxable benefits
    $16,507
    Filer's total
    $167,312

  • RYAN YOUNG

    NURSE PRACTITIONER

    Total calculated
    $139,229
    From this org
    $121,930
    From related orgs
    $0
    Other
    $17,299
    Hours/week
    40

  • INNA SALISBURY

    NURSE PRACTITIONER

    Total calculated
    $128,927
    From this org
    $113,756
    From related orgs
    $0
    Other
    $15,171
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
3 December 2024
IRS schema version
2023v5.1
Source object
202433389349301308

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