USC Upstate Capital Development Foundation Inc (EIN 300696406) - 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

1973

Legal Domicile

Phone

8645037417

Tax Period

2024-07-01 to 2025-06-30

USC Upstate Capital Development Foundation Inc, founded in 1973, is a micro nonprofit in the Education sector that reported $1K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $1K left a modest 10% surplus.

Mission

THE PURPOSE OF THE CORPORATION IS TO OWN, MANAGE, LEASE, SELL, CONVEY, AND OR TRANSFER REAL ESTATE AND OTHER CAPITAL DEVELOPMENTS TO BE USED FOR THE BENEFIT OF THE UNIVERSITY OF SOUTH CAROLINA UPSTATE AND UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION AND TO ENGAGE IN ANY LAWFUL ACT OR ACTIVITY FOR WHICH THE CORPORATION IS ORGANIZED PURSUANT TO THE ACT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,495

Other Revenue $0

TOTAL REVENUE $1,495

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,350

Other Expenses $1,350

TOTAL EXPENSES $1,350

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,495	$1,222	+0.2%
Expenses	$1,350	$800	+0.7%
Net Income	$145	$422	-0.7%

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

N/A

Independent Members

N/A

Employees

N/A

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

$196,682

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Montgomery	Chair	1.0	Officer Director	$0	$0	$0
Allen Johnston	Board Member	1.0	Director	$0	$0	$0
Andrew Babb	Board Member	1.0	Director	$0	$0	$0
George Moseley	Board Member	1.0	Director	$0	$0	$0
Jason Lynch	Board Member	1.0	Director	$0	$0	$0
Ralph Settle	Board Member	1.0	Director	$0	$0	$0
Tim Camp	Board Member	1.0	Director	$0	$0	$0
RJ Gimbl	Executive Director	1.0	Officer	$0	$51,184	$196,682

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	$1,495	$1,350	$39,936	$145
2024	$1,222	$800	$39,791	$422
2023	$311	$1,260	$39,369	$-949
2022	No data	$1,245	$40,318	No data
2021	$13,000	$3,415	$41,563	$9,585

USC Upstate Capital Development Foundation Inc