UPSTATE SC ALLIANCE INC (EIN 571095229) - 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

2000

Legal Domicile

Principal Officer

JOHN LUMMUS

Phone

8642832300

Tax Period

2023-01-01 to 2023-12-31

UPSTATE SC ALLIANCE INC, founded in 2000, is a community nonprofit in the Community Improvement sector that reported $3.0M in total revenue in fiscal year 2023.

Mission

TO PROMOTE AND MARKET THE UPSTATE REGION OF SOUTH CAROLINA TO COMPETE GLOBALLY FOR BUSINESS INVESTMENT.

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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 $2,972,728

Program Service Revenue $0

Investment Income $22,478

Other Revenue $0

TOTAL REVENUE $2,995,206

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,480,676

Fundraising Expenses $450,259

Program Expenses $2,018,031

Other Expenses $1,495,660

TOTAL EXPENSES $2,976,336

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,995,206	$3,093,956	0.0%
Expenses	$2,976,336	$3,043,682	0.0%
Net Income	$18,870	$50,274	-0.6%

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

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

$243,060

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN LUMMUS	PRESIDENT/CE	40.00	Officer	$243,060	$0	$243,060
ADAM ARTIGLIERE	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES BATEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARC BOLICK	BOARD MEMBER	1.00	Director	$0	$0	$0
JODY BRYSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ETHAN BURROUGHS	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER CALABRIA	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY CLAYTON	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID CLAYTON	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN COLEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE COOL	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE COOPER	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN CUTLER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHAD DALTON	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
RENO DEATON	BOARD MEMBER	1.00	Director	$0	$0	$0
GALEN DEHAY	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM DONAHOO	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID EDWARDS	BOARD MEMBER	1.00	Director	$0	$0	$0
RAY FARLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD FEW	BOARD MEMBER	1.00	Director	$0	$0	$0
REGGIE GAY	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW GEARHART	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMIE GILBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE HANNAH	BOARD MEMBER	1.00	Director	$0	$0	$0
BENNIE HARRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY HEFLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN HYBL	BOARD MEMBER	1.00	Director	$0	$0	$0
BRETT JUSTICE	BOARD MEMBER	1.00	Director	$0	$0	$0
SAM KONDUROS	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY MALLARD	BOARD MEMBER	1.00	Director	$0	$0	$0
HANK MCCULLOUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
MAX METCALF	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN MOON	BOARD MEMBER	1.00	Director	$0	$0	$0
BURRISS NELSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE O'NEILL	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID PENCE	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON PRITCHARD	BOARD MEMBER	1.00	Director	$0	$0	$0
HOPE RIVERS	BOARD MEMBER	1.00	Director	$0	$0	$0
TERENCE ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ SEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSIE SHANNON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLEN SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
MAX STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB STIEKES	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE WEST	BOARD MEMBER	1.00	Director	$0	$0	$0
DOLTON WILLIAMS	BOARD MEMBER	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
2024	No data	No data	No data	No data
2023	$2,995,206	$2,976,336	$3,816,217	$18,870
2022	$3,093,956	$3,043,682	$3,601,119	$50,274
2021	$2,990,074	$2,713,053	$3,242,676	$277,021
2020	$2,638,082	$2,535,898	$3,024,516	$102,184
2019	$2,904,519	$2,784,990	$2,931,336	$119,529
2018	$2,620,412	$2,512,641	$3,009,497	$107,771

UPSTATE SC ALLIANCE INC