HOSPICE OF THE UPSTATE INC (EIN 570859126) - 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

1988

Legal Domicile

Principal Officer

ANNETTE MILLER

Phone

8642243358

Tax Period

2024-01-01 to 2024-12-31

HOSPICE OF THE UPSTATE INC, founded in 1988, is a mid-sized nonprofit that reported $14.1M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $13.7M left a modest 3% surplus.

Mission

TO DEVELOP AND SUPERVISE A PROGRAM THAT PROVIDES PALLIATIVE OR SUPPORTIVE CARE FOR TERMINALLY ILL PATIENTS AND RELATED COMMUNITY OUTREACH SERVICES.

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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 $704,856

Program Service Revenue $13,141,927

Investment Income $229,661

Other Revenue $44,395

TOTAL REVENUE $14,120,839

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,336,509

Fundraising Expenses $199,921

Program Expenses $11,888,893

Other Expenses $4,348,727

TOTAL EXPENSES $13,685,236

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,120,839	$12,448,033	+0.1%
Expenses	$13,685,236	$12,762,929	+0.1%
Net Income	$435,603	$-314,896	-2.4%

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

170

Volunteers

100

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

$246,610

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNETTE MILLER	CEO, PRES	40.00	Officer	$219,221	$27,389	$246,610
SAMANTHA CARTER	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHALANN GREENWAY EVATT	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA GANTT	BOARD MEMBER	1.00	Director	$0	$0	$0
ARIANNE YVETTE JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL KIBLER	TREASURER	1.00	Officer Director	$0	$0	$0
AMY MATTISON	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA PRUITT MCCONNELL	BOARD MEMBER	1.00	Director	$0	$0	$0
DONALD M PEACE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS PEPPER	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANNE SELMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANN SIMMS	BOARD MEMBER	1.00	Director	$0	$0	$0
CRAIG THORNTON	CHAIR	1.00	Officer Director	$0	$0	$0
JAN VESTAL	EMERITUS/BOA	1.00	Director	$0	$0	$0
MR ROBERT WILSON	PAST CHAIR	1.00	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	$14,120,839	$13,685,236	$17,694,611	$435,603
2023	$12,448,033	$12,762,929	$16,655,172	$-314,896
2022	$10,760,433	$11,242,137	$15,925,828	$-481,704
2021	$12,150,556	$10,066,852	$17,242,833	$2,083,704
2020	$9,625,408	$9,377,924	$15,284,897	$247,484
2020	$9,625,408	$9,377,924	$15,284,897	$247,484
2019	$9,473,873	$9,511,544	$13,803,819	$-37,671
2019	$9,473,873	$9,511,544	$13,803,819	$-37,671
2018	$8,442,878	$8,389,833	$13,488,887	$53,045

HOSPICE OF THE UPSTATE INC