UPCOUNTRY HISTORY MUSEUM

EIN: 570833796 501(c)(3) Arts, Culture & Humanities

GREENVILLE, SC

Total Revenue
$1,197,658
Total Expenses
$1,306,326
Total Assets
$935,595
Net Assets
$680,737
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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
1983
Legal Domicile
SC
Principal Officer
DANA L THORPE
Phone
8644673100
Tax Period
2023-07-01 to 2024-06-30

UPCOUNTRY HISTORY MUSEUM, founded in 1983, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year.

Mission

THE UPCOUNTRY HISTORY MUSEUM CONNECTS PEOPLE, HISTORY AND CULTURE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $891,854
Program Service Revenue $302,423
Investment Income $3,381
Other Revenue $0
TOTAL REVENUE $1,197,658

Expense Breakdown

Grants Paid $0
Salaries & Benefits $647,900
Fundraising Expenses $236,285
Program Expenses $867,045
Other Expenses $658,426
TOTAL EXPENSES $1,306,326

Year-over-Year Comparison

2023 2022 Change
Revenue $1,197,658 $1,361,922 -0.1%
Expenses $1,306,326 $1,234,929 +0.1%
Net Income $-108,668 $126,993 -1.9%
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
23
Independent Members
23
Employees
20
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
1
$0
Total Directors
28
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARIAN LUCIUS BOWERS DIRECTOR N/A
Director
$0 $0 $0
ANNE LEE BUCK DIRECTOR N/A
Director
$0 $0 $0
SARAH CLEMMONS DIRECTOR N/A
Director
$0 $0 $0
CHRISTOPHER COX CHAIR N/A
Director
$0 $0 $0
JOSEPH B DILL DIRECTOR N/A
Director
$0 $0 $0
MARY JO DIRE DIRECTOR N/A
Director
$0 $0 $0
WILLIAM EINSTEIN AT-LARGE MEM N/A
Director
$0 $0 $0
GHISELA ELJACH DIRECTOR N/A
Director
$0 $0 $0
WILLIAM FITZPATRICK AT-LARGE MEM N/A
Director
$0 $0 $0
DEBORAH FULLERTON DIRECTOR N/A
Director
$0 $0 $0
COURTNEY TOLLISON HARTNESS DIRECTOR N/A
Director
$0 $0 $0
FRANK H MCGILL III DIRECTOR N/A
Director
$0 $0 $0
RICHARD WALL IV TREASURER N/A
Director
$0 $0 $0
CHRISTINE LYLES DIRECTOR N/A
Director
$0 $0 $0
KATHLEEN C MCKINNEY DIRECTOR N/A
Director
$0 $0 $0
MAC MCLEAN DIRECTOR N/A
Director
$0 $0 $0
WILLIAM PARKER VICE CHAIR N/A
Director
$0 $0 $0
MARK PARROTT DIRECTOR N/A
Director
$0 $0 $0
CAMILLA G PITMAN SECRETARY N/A
Director
$0 $0 $0
EMILYN SANDERS DIRECTOR N/A
Director
$0 $0 $0
LAKITA SCOTLAND-BROWN DIRECTOR N/A
Director
$0 $0 $0
WALKER C SMITH DIRECTOR N/A
Director
$0 $0 $0
VIRGINIA STROUD DIRECTOR N/A
Director
$0 $0 $0
TED TEDARDS AT LARGE MEM N/A
Director
$0 $0 $0
ALEXANDRA F WHITLEY DIRECTOR N/A
Director
$0 $0 $0
BEV WHITTEN DIRECTOR N/A
Director
$0 $0 $0
MARY LOUISE WORTHY DIRECTOR N/A
Director
$0 $0 $0
CECILIA ZAPATA-HARMS DIRECTOR N/A
Director
$0 $0 $0
DANA L THORPE CHIEF EXECUT N/A
Officer
$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 $1,197,658 $1,306,326 $935,595 $-108,668
2023 $1,361,922 $1,234,929 $1,118,161 $126,993
2022 $1,283,220 $4,897,936 $1,068,082 $-3,614,716
2021 $1,133,464 $1,305,940 $5,015,071 $-172,476
2020 $1,076,127 $1,471,771 $5,101,359 $-395,644
2019 $1,309,029 $1,707,126 $5,367,996 $-398,097
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