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UPSTATE CAPITAL ASSOCIATION OF NY INC

New Paltz, NY · EIN 562345142 · Form 990 · FY2023 · NTEE S41 · Community Improvement · Small ($100K-$1M)
revenue
$457K
expenses
$489K
net assets
$205K
employees
5
program ratio
72%
mission · from form 990

ADVANCING THE NUMBER, SCALE AND QUALITY OF PRIVATE EQUITY INVESTMENTS ACROSS NEW YORK STATE; WORKING WITH ENTREPRENEURS, COMPANIES SEEKING FUNDING, PRIVATE EQUITY FIRMS AND OTHERS TO IMPROVE THE NUMBER AND QUALITY OF TRANSACTIONS IN WHICH INVESTMENTS CAN BE MADE.

profile · synthesized from sources

UPSTATE CAPITAL ASSOCIATION OF NY INC supports private equity investment activity across New York State. It works with entrepreneurs, companies seeking capital, and private equity firms to increase the number and quality of investment transactions. The organization focuses on strengthening the state's capital ecosystem through networking and collaboration.

named programs · 1 · from sources

What they call their work

Private Equity Network Building
Facilitates connections between entrepreneurs, companies seeking funding, and private equity firms to improve transaction volume and quality across New York State
activities · 1 group

What they do

  • Uncategorized 1 activity
    • Supporting private equity investment transactions across New York State
      Works with entrepreneurs, companies seeking funding, and private equity firms to increase the number and quality of private equity investment transactions across New York State.
financials · form 990 · fy2023
revenue
Total revenue$457K
Contributions & grants$00%
Program service revenue$457K100%
Investment income$00%
Other revenue$0
expenses
Total expenses$489K
Program expenses72%
Admin / overhead20%
Fundraising8%
Salaries & benefits$316K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$368K
Cash$239K
Investments$0
Liabilities$163K
Net assets$205K
Liquid reserves5.9 mo
3 years on record · 2020–2023 · YoY revenue -13.6%
leadership · form 990 part vii · fy2023

Who runs it

paid leadership · 1
NameTitleHours/wkCompensation
NOA SIMONS President/CEO 28 $179K
board members · 16
  • ARI DAVID KOCEN — Board Member
  • BRIAN MODEL — Board Member
  • DAVE DINOLFO — Board Member
  • DAVID BROWN — Treasurer
  • DAVID HELGERSON — Board Member
  • JENNIFER TEGAN — Board Member
  • MIKE LASCH — Board Member
  • NICHOLAS QUERQUES — Board Member
  • PETE GRUM — Board Member
  • RAMI KATZ — Board Member
  • RANDY BIANCHI — Board Chair
  • SAM TICKNOR — Board Member
  • SEAN MOSKAL — Board Member
  • SOMAK CHATTOPADHYAY — Board Member
  • THOMAS QUINN — Secretary
  • VIKRAM AGRAWAL — Board Member
strategies · 1

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.