Upstate Senior Living Inc

EIN: 510553716 501(c)(3) Human Services

Greenville, SC

Total Revenue
$26,546,216
Total Expenses
$27,162,333
Total Assets
$136,047,103
Net Assets
$-46,908,618
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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
2003
Legal Domicile
SC
Phone
8643713100
Tax Period
2024-01-01 to 2024-12-31

Upstate Senior Living Inc, founded in 2003, is a mid-sized nonprofit in the Human Services sector that reported $26.5M in total revenue in fiscal year 2024.

Mission

To be the retirement community of choice by nurturing a distinctive culture of enrichment.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $251,048
Program Service Revenue $24,023,029
Investment Income $1,626,894
Other Revenue $645,245
TOTAL REVENUE $26,546,216

Expense Breakdown

Grants Paid $0
Salaries & Benefits $10,778,517
Fundraising Expenses $0
Program Expenses $25,457,314
Other Expenses $16,383,816
TOTAL EXPENSES $27,162,333

Year-over-Year Comparison

2024 2023 Change
Revenue $26,546,216 $25,284,260 +0.0%
Expenses $27,162,333 $25,655,511 +0.1%
Net Income $-616,117 $-371,251 +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

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Governance

Voting Members
10
Independent Members
10
Employees
458
Volunteers
107

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
7
$529,788
Total Directors
10
$0
Key Employees
1
$234,985
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dr Bruce Brown Director 1.0
Officer Director
$0 $0 $0
Dr Landy McCarrell Secretary 1.0
Officer Director
$0 $0 $0
Mary Lou Merkt Chair 1.0
Officer Director
$0 $0 $0
Susan Bichel Treasurer 1.0
Officer Director
$0 $0 $0
Todd Malo Vice Chair 1.0
Officer Director
$0 $0 $0
Beth J Crigler Director 1.0
Director
$0 $0 $0
David Johnson Director 1.0
Director
$0 $0 $0
Francie Heller Director 1.0
Director
$0 $0 $0
Tad Melton Director 1.0
Director
$0 $0 $0
Walter Goldsmith Director 1.0
Director
$0 $0 $0
Bill Falls CFO 40.0
Officer
$194,911 $35,888 $230,799
James Rick Brackett CEO 40.0
Officer
$258,136 $40,853 $298,989
Donald Lilly Executive VP of Operations 40.0
Key Emp
$214,487 $20,498 $234,985
Angela Hecker Director of Marketing 40.0
Highest
$167,953 $27,493 $195,446
Becky Vuksta Sr. Director of Operations 40.0
Highest
$130,577 $25,211 $155,788
Christopher Pagliaro Health Services Administrator 40.0
Highest
$101,936 $4,600 $106,536
Elcainey Baker Senior Director of Facilities 40.0
Highest
$101,734 $31,993 $133,727
Kathy Young Controller 40.0
Highest
$109,348 $18,151 $127,499
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
2024 $26,546,216 $27,162,333 $136,047,103 $-616,117
2023 $25,284,260 $25,655,511 $130,609,282 $-371,251
2022 $21,892,551 $24,110,477 $126,972,389 $-2,217,926
2021 $19,336,341 $21,867,075 $125,915,350 $-2,530,734
2020 $18,589,753 $18,950,242 $111,422,308 $-360,489
2019 $15,099,215 $17,116,037 $83,167,208 $-2,016,822
2018 $14,104,282 $16,481,962 $70,303,964 $-2,377,680
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