UPSTATE INTERNATIONAL

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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

1998

Legal Domicile

Principal Officer

TRACIE FRESE

Phone

8646312188

Tax Period

2023-01-01 to 2023-12-31

UPSTATE INTERNATIONAL, founded in 1998, is a small nonprofit in the Human Services sector that reported $309K in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. Expenses of $272K left a modest 12% surplus.

Mission

UPSTATE INTERNATIONAL (UI) IS A 501(C)(3) NON-PROFIT ORGANIZATION THAT EXISTS TO EMPOWER PEOPLE AND BUSINESSES OF ALL NATIONS TO THRIVE IN THE UPSTATE BY CONNECTING THEM THROUGH PROGRAMS, EVENTS, AND INITIATIVES THAT FOSTER THE DYNAMIC EXCHANGE OF INTERNATIONAL CULTURES AND IDEAS.

Program Service Accomplishments

Program 1

Expenses: $96,690 Revenue: $57,300

LANGUAGE CLASSES - FOREIGN LANGUAGE AND SECOND LANGUAGE CLASSES - UI OFFERS 95 DIFFERENT CLASSES IN UP TO 11 DIFFERENT LANGUAGES DURING 4 SEMESTERS THROUGHOUT THE YEAR. REGULAR CLASSES ARE ONCE PER WEEK; INTENSIVE CLASSES ARE OFFERED TWICE PER WEEK. SEMESTERS ARE 8, 10 OR 12 WEEKS LONG.

Program 2

Expenses: $24,173 Revenue: $9,472

UPSTATE INTERNATIONAL MONTH - A MONTH LONG SERIES OF CULTURAL EVENTS CELEBRATING THE RICH DIVERSITY IN THE UPSTATE. UI-MONTH GENERALLY STARTS WITH A KICK-OFF EVENT HOSTED BY UI, AND THEN INCLUDES...

UPSTATE INTERNATIONAL MONTH - A MONTH LONG SERIES OF CULTURAL EVENTS CELEBRATING THE RICH DIVERSITY IN THE UPSTATE. UI-MONTH GENERALLY STARTS WITH A KICK-OFF EVENT HOSTED BY UI, AND THEN INCLUDES OVER 100 EVENTS OFFERED BY MANY ORGANIZATIONS/CLUBS/COMPANIES THROUGHOUT THE UPSTATE. UPSTATE INTERNATIONAL SEEKS OUT COMMUNITY PARTNERS WHO DEVELOP AND HOST INTERNATIONALLY THEMED EVENTS. WE PROMOTE, MARKET AND OCCASIONALLY DEVELOP THE EVENTS WITH OUR PARTNERS. EVENTS CAN BE AS SIMPLE AS SHARING A RECIPE, TO HANDS-ON COOKING, CULTURAL EXHIBITS, PERFORMANCES AND GALAS.

Program 3

Expenses: $48,345 Revenue: $2,621

WORLD AFFAIRS COUNCIL UPSTATE - WE PROMOTE GLOBAL IDENTITY IN THE UPSTATE AND SUSTAIN INTERNATIONAL ENGAGEMENT IN OUR REGION. WACU GETS INVOLVED IN LEADING INTELLECTUAL DISCUSSIONS ON CRITICAL ISSUES FACING THE WORLD BY HOSTING DISTINGUISHED SPEAKERS AND ACADEMIC LEADERS IN SPEAKING EVENTS FOR THE PUBLIC AND AT LOCAL EDUCATIONAL INSTITUTIONS.

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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 $215,134

Program Service Revenue $91,921

Investment Income $2,273

Other Revenue $0

TOTAL REVENUE $309,328

Expense Breakdown

Grants Paid $11,638

Salaries & Benefits $145,449

Fundraising Expenses $8,683

Program Expenses $241,726

Other Expenses $115,074

TOTAL EXPENSES $272,161

Year-over-Year Comparison

	2023	2022	Change
Revenue	$309,328	$160,649	+0.9%
Expenses	$272,161	$198,239	+0.4%
Net Income	$37,167	$-37,590	-2.0%

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

160

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

$52,833

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAKE WHITAKER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOHN BRADLEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TERRI ANTLEY	TREASURER	1.75	Officer Director	$0	$0	$0
MAGGI WHISTON	SECRETARY	1.00	Officer Director	$0	$0	$0
NISHA GODBOLE	BOARD MEMBER	0.50	Director	$0	$0	$0
CARMEN GALLAGHER	BOARD MEMBER	0.50	Director	$0	$0	$0
NEELU MATAI	BOARD MEMBER	0.50	Director	$0	$0	$0
MONIQUE GLASS	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRISTIAN HERRMANN	BOARD MEMBER	0.50	Director	$0	$0	$0
YUJI KISHIMOTO	BOARD MEMBER	0.50	Director	$0	$0	$0
STACEY LAURIN	BOARD MEMBER	0.50	Director	$0	$0	$0
HOLLY LEE	BOARD MEMBER	0.50	Director	$0	$0	$0
COURTNEY MEEKS	BOARD MEMBER	0.50	Director	$0	$0	$0
SANJAY TELLUR	BOARD MEMBER	0.50	Director	$0	$0	$0
JONATHAN VALADEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
MARION GRIER	BOARD MEMBER	0.50	Director	$0	$0	$0
LAURA BOGARDUS	BOARD MEMBER	0.50	Director	$0	$0	$0
JACK KNIPE	BOARD MEMBER	0.50	Director	$0	$0	$0
CHLOE BUFFALINO	BOARD MEMBER	0.50	Director	$0	$0	$0
TRACIE FRESE	EXECUTIVE DIRECTOR	40.00	Officer	$52,833	$0	$52,833

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	No data	No data	No data	No data
2023	$309,328	$272,161	$427,825	$37,167
2022	$160,649	$198,239	$389,607	$-37,590
2021	$207,771	$163,817	$426,341	$43,954
2020	$215,507	$172,058	$388,737	$43,449
2019	$207,383	$153,135	$338,078	$54,248
2018	$223,920	$156,542	$283,830	$67,378