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Upstate Freshwater Institute Incorporated

  • Syracuse, NY
  • Tax-exempt since Jan. 1984
  • EIN: 22-2467379

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Environmental Quality, Protection and Beautification / Research Institutes and/or Public Policy Analysis (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.32M (2022)

Expenses
$1.35M (2022)

Total Assets
$1.74M (2022)

Total Liabilities
$26k (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,316,500
Expenses
$1,352,416
Net Income
-$35,916
Net Assets
$1,716,806
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,316,403
100.0%
Investment Income $97
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $207,131
15.3%
Professional Fundraising Fees $0
Other Salaries and Wages $577,042
42.7%
Assets/Debt
Total Assets $1,742,825
Total Liabilities $26,019
Net Assets $1,716,806
Compensation
Key Employees and Officers Compensation Related Other
David A Matthews (Ceo & Secret) $91,600 $0 $2,741
Marygail Perkins (Coo) $77,616 $0 $2,328
Nora B O'keefe (Cfo) $32,846 $0 $0
David Chandler (Director) $0 $0 $0
Mary Miner (Chairman) $0 $0 $0
Kimberly Schulz (Director) $0 $0 $0
Teng Zeng (Director) $0 $0 $0
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Document Links

990
Filed on Nov. 10, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,225,312
Expenses
$1,228,007
Net Income
-$2,695
Net Assets
$1,752,722
Notable Sources of Revenue Percent of Total Revenue
Contributions $148
0.0%
Program Services $1,225,095
100.0%
Investment Income $69
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $193,719
15.8%
Professional Fundraising Fees $0
Other Salaries and Wages $519,178
42.3%
Assets/Debt
Total Assets $1,975,869
Total Liabilities $223,147
Net Assets $1,752,722
Compensation
Key Employees and Officers Compensation Related Other
David A Matthews (Ceo & Secret) $85,663 $0 $2,570
Marygail Perkins (Coo) $72,576 $0 $2,177
Nora B O'keefe (Cfo) $35,480 $0 $0
David Chandler (Director) $0 $0 $0
Mary Miner (Chairman) $0 $0 $0
Kimberly Schulz (Director) $0 $0 $0
Teng Zeng (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,238,848
Expenses
$1,321,070
Net Income
-$82,222
Net Assets
$1,755,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,096,537
88.5%
Investment Income $5,262
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $137,049
11.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $245,701
18.6%
Professional Fundraising Fees $0
Other Salaries and Wages $592,040
44.8%
Assets/Debt
Total Assets $1,818,830
Total Liabilities $63,413
Net Assets $1,755,417
Compensation
Key Employees and Officers Compensation Related Other
David A Matthews (Ceo & Secret) $103,099 $0 $3,093
Marygail Perkins (Coo) $87,360 $0 $2,621
Nora B O'keefe (Cfo) $49,528 $0 $0
David Chandler (Director) $0 $0 $0
Mary Miner (Chairman) $0 $0 $0
Kimberly Schulz (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,304,647
Expenses
$1,403,335
Net Income
-$98,688
Net Assets
$1,837,639
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,294,031
99.2%
Investment Income $8,349
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,267
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $190,459
13.6%
Professional Fundraising Fees $0
Other Salaries and Wages $565,483
40.3%
Assets/Debt
Total Assets $1,896,475
Total Liabilities $58,836
Net Assets $1,837,639
Compensation
Key Employees and Officers Compensation Related Other
David A Matthews (Ceo & Secret) $103,099 $0 $0
Marygail Perkins (Coo) $87,360 $0 $0
Nora B O'keefe (Cfo) $61,409 $0 $0
David Chandler (Director) $0 $0 $0
Laura Lautz (Director) $0 $0 $0
Mary Miner (Chairman) $0 $0 $0
Kimberly Schulz (Director) $0 $0 $0
+ View more people

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990
Filed on Nov. 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,308,360
Expenses
$1,323,876
Net Income
-$15,516
Net Assets
$1,936,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,307,362
99.9%
Investment Income $998
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $176,800
13.4%
Professional Fundraising Fees $0
Other Salaries and Wages $536,868
40.6%
Assets/Debt
Total Assets $2,212,724
Total Liabilities $276,397
Net Assets $1,936,327
Compensation
Key Employees and Officers Compensation Related Other
David A Matthews (Ceo & Secret) $93,600 $0 $0
Marygail Perkins (Coo) $83,200 $0 $0
Nora B O'keefe (Cfo) $56,696 $0 $0
Mary Miner (Chairman) $0 $0 $0
David Chandler (Director) $0 $0 $0
Kimberly Schulz (Director) $0 $0 $0
Laura Lautz (Director) $0 $0 $0
+ View more people

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990
Filed on Nov. 8, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,002,844
Expenses
$1,037,646
Net Income
$965,198
Net Assets
$1,951,843
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $999,511
49.9%
Investment Income $3,333
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,000,000
49.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $172,976
16.7%
Professional Fundraising Fees $0
Other Salaries and Wages $397,493
38.3%
Assets/Debt
Total Assets $2,061,925
Total Liabilities $110,082
Net Assets $1,951,843
Compensation
Key Employees and Officers Compensation Related Other
David A Matthews (Ceo & Sec'y) $98,446 $0 $0
Mary Gail Perkins (Coo) $74,530 $0 $0
Nora B O'keefe (Cfo) $58,402 $0 $0
Steven Effler (Directorto4/17) $0 $0 $0
Mary Miner (Chairman) $0 $0 $0
Kevin Young (Directorto8/17) $0 $0 $0
David Chandler (Director) $0 $0 $0
Kimberly Schulz (Director) $0 $0 $0
Laura Lautz (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 6, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,054,802
Expenses
$1,000,043
Net Income
$54,759
Net Assets
$986,645
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,054,802
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $179,784
18.0%
Professional Fundraising Fees $0
Other Salaries and Wages $397,334
39.7%
Assets/Debt
Total Assets $1,037,420
Total Liabilities $50,775
Net Assets $986,645
Compensation
Key Employees and Officers Compensation Related Other
David A Matthews (Ceo) $80,600 $0 $0
Mary Gail Perkins (Coo) $61,984 $0 $0
Nora B O'keefe (Cfo) $53,305 $0 $0
Steven Effler (Director) $37,200 $0 $0
Ronald Maphey (Former Chairman) $0 $0 $0
Mary Miner (Chairman) $0 $0 $0
David Kieber (Director) $0 $0 $0
Kevin Young (Director) $0 $0 $0
David Chandler (Director) $0 $0 $0
Kimberly Schulz (Director) $0 $0 $0
Laura Lautz (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,266,898
Expenses
$1,119,218
Net Income
$147,680
Net Assets
$931,886
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,266,898
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $208,874
18.7%
Professional Fundraising Fees $0
Other Salaries and Wages $485,050
43.3%
Assets/Debt
Total Assets $1,124,842
Total Liabilities $192,956
Net Assets $931,886
Compensation
Key Employees and Officers Compensation Related Other
David A Matthews (President) $80,600 $0 $0
Steven Effler (Trustee) $65,992 $0 $0
Mary Gail Perkins (Coo) $62,282 $0 $0
Nora B O'keefe (Cfo) $42,364 $0 $0
Ronald Maphey (Chairman) $0 $0 $0
Mary Miner (Trustee) $0 $0 $0
David Kieber (Trustee) $0 $0 $0
Kevin Young (Trustee) $0 $0 $0
David Chandler (Trustee) $0 $0 $0
Kimberly Schulz (Trustee) $0 $0 $0
Laura Lautz (Trustee) $0 $0 $0
+ View more people

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990
Filed on Aug. 10, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,412,217
Expenses
$1,473,723
Net Income
-$61,506
Net Assets
$784,206
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,412,217
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $320,689
21.8%
Professional Fundraising Fees $0
Other Salaries and Wages $598,810
40.6%
Assets/Debt
Total Assets $1,141,633
Total Liabilities $357,427
Net Assets $784,206
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
David A Matthews (President) $83,700 $0 $0
Mary Gail Perkins (Coo) $80,460 $0 $0
Steven Effler (Trustee) $67,791 $0 $0
Elizabeth W Miller (Cfo) $40,825 $0 $0
Nora B O'keefe (Cfo) $28,697 $0 $0
Emmet Owens (Trustee) $19,216 $0 $0
Ronald Maphey (Chairman) $0 $0 $0
Mary Miner (Trustee) $0 $0 $0
David Kieber (Trustee) $0 $0 $0
Kevin Young (Trustee) $0 $0 $0
David Chandler (Trustee) $0 $0 $0
Kimberly Schulz (Trustee) $0 $0 $0
Laura Lautz (Trustee) $0 $0 $0
Robert Werner (Trustee) $0 $0 $0
+ View more people

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990
Filed on Nov. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,634,622
Expenses
$1,709,225
Net Income
-$74,603
Net Assets
$845,712
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,634,622
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $270,524
15.8%
Professional Fundraising Fees $0
Other Salaries and Wages $761,025
44.5%
Assets/Debt
Total Assets $1,264,570
Total Liabilities $418,858
Net Assets $845,712
Compensation
Key Employees and Officers Compensation Related Other
Emmet Owens (Board Member) $77,660 $0 $1,596
Mary Gail Perkins (Chief Operating Officer) $77,480 $0 $2,324
Steven Effler (Ceo And Secretary) $56,716 $0 $212
Elizabeth W Miller (Chief Financial Officer) $52,948 $0 $1,588
Robert Werner (Board Member) $0 $0 $0
Myron Mitchell (Board Member) $0 $0 $0
Stephen Field (Board Member) $0 $0 $0
Jim Hassett (Board Member) $0 $0 $0
Ronald Maphey (President) $0 $0 $0
Mary Miner (Board Member) $0 $0 $0
David Kieber (Board Member) $0 $0 $0
Kimberly Schulz (Board Member) $0 $0 $0
Laura Lautz (Board Member) $0 $0 $0
David Chandler (Board Member) $0 $0 $0
Kevin Young (Board Member) $0 $0 $0
+ View more people

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990
Filed on April 23, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,844,232
Expenses
$1,925,856
Net Income
-$81,624
Net Assets
$920,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,844,232
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $403,301
20.9%
Professional Fundraising Fees $0
Other Salaries and Wages $828,795
43.0%
Assets/Debt
Total Assets $1,329,859
Total Liabilities $409,544
Net Assets $920,315

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,053,273
Expenses
$2,008,433
Net Income
$44,840
Net Assets
$1,001,939
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,053,273
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $391,556
19.5%
Professional Fundraising Fees $0
Other Salaries and Wages $832,745
41.5%
Assets/Debt
Total Assets $1,461,879
Total Liabilities $459,940
Net Assets $1,001,939

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated