UPSTATE INTERNATIONAL

EIN: 571064857 501(c)(3) Human Services

GREENVILLE, SC

Total Revenue
$309,328
Total Expenses
$272,161
Total Assets
$427,825
Net Assets
$425,798
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
SC
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. UPSTATE INTERNATIONAL MONTH CELEBRATED THE DIVERSE INTERNATIONAL CULTURES THROUGH ONLINE PROGRAMS AND INITIATIVES. LANGUAGE EDUCATION CONTINUED IN A DUAL PLATFORM OF ONLINE AND SMALL IN PERSON CLASSES. OUR WORLD AFFAIRS PROGRAMMING, BEYOND THE HEADLINES: CRITICAL GLOBAL ISSUES IMPACTING OUR WORLD PROVIDED MONTHLY SPEAKERS FREE TO THE PUBLIC. A COVID FRIENDLY, OUTDOOR FUNDRAISER-- THE AMAZING UPSTATE RACE-- WAS HELD WITH A DAY FULL OF INTERNATIONALLY THEMED COMPETITIONS. OUR 6TH ANNUAL SALSA AT SUNSET SERIES RETURNED TO AN IN-PERSON OUTDOOR FORMAT WITH THE LARGEST ATTENDANCE EVER.

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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 $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

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Governance

Voting Members
18
Independent Members
18
Employees
5
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
5
$52,833
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
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
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