UPSTATE FAMILY RESOURCE CENTER (EIN 061806404) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

KELLEY EZELL

Phone

8645786013

Tax Period

2023-07-01 to 2024-06-30

UPSTATE FAMILY RESOURCE CENTER, founded in 2007, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $171K, a strong 16% operating margin.

Mission

OUR MISSION IS TO OFFER FAMILIES IN NORTHERN SPARTANBURG COUNTY THE TOOLS, SUPPORT, GUIDANCE, AND ENCOURAGEMENT THEY NEED TO BECOME SELF-SUFFICIENT AND RESILIENT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,032,654

Program Service Revenue $0

Investment Income $37,450

Other Revenue $2,880

TOTAL REVENUE $1,072,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $525,112

Fundraising Expenses $90,216

Program Expenses $541,278

Other Expenses $377,025

TOTAL EXPENSES $902,137

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,072,984	$2,077,122	-0.5%
Expenses	$902,137	$1,185,375	-0.2%
Net Income	$170,847	$891,747	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$73,842

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLEY EZELL	EXECUTIVE DI	50.00	Officer	$73,842	$0	$73,842
GLORIA BAYNE	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVEN BLANTON	FINANCE CHAI	2.00	Director	$0	$0	$0
CATHY GARNER	BOARD MEMBER	2.00	Director	$0	$0	$0
PAM HASTINGS	DEVELOPMENT	2.00	Director	$0	$0	$0
DR ERIC HAYLER	CHAIR	2.00	Director	$0	$0	$0
TINA HUMPHRIES	BOARD MEMBER	2.00	Director	$0	$0	$0
MONIQUE KINARD	BOARD MEMBER	2.00	Director	$0	$0	$0
SONJA PARKER	BOARD MEMBER	2.00	Director	$0	$0	$0
LANCE RADFORD	EX OFFICER	2.00	Director	$0	$0	$0
MAURICIO SIERRA	BOARD MEMBER	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,072,984	$902,137	$1,855,711	$170,847
2023	$2,077,122	$1,185,375	$1,687,321	$891,747
2022	$2,905,864	$2,371,421	$884,114	$534,443
2021	$1,094,790	$934,739	$350,022	$160,051

UPSTATE FAMILY RESOURCE CENTER