Form 990 for tax year 2022
Filed by UPSTATE SOUTH CAROLINA ALLIANCE INC.
Totals
- Total revenue
- $3,093,956
- Total expenses
- $3,043,682
- Contributions and grants received
- $3,107,009
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $1,407
- Other revenue
- -$14,460
- Total assets, end of year
- $3,601,119
- Total liabilities, end of year
- $1,632,232
- Net assets or fund balances, end of year
- $1,968,887
- Program services expenses (Part IX)
- $2,174,774
- Management and general expenses
- $438,861
- Fundraising expenses
- $430,047
- Program service expenses (Part III)
- $2,174,774
Program services were 71.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$1,063,464
-
1f · All other contributions, gifts and grants
$2,043,545
-
1g · Noncash contributions included above
$84,666
-
3 · Investment income
total $1,407 · excluded $1,407
-
11a · Other revenue: LOSS ON DISPOSAL
total -$14,460 · related or exempt -$14,460
-
11e · Other revenue, total
-$14,460
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $217,059 · program services $141,088 · management and general $41,241 · fundraising $34,730
-
7 · Other salaries and wages
total $864,695 · program services $562,052 · management and general $164,292 · fundraising $138,351
-
8 · Pension plan contributions
total $53,530 · program services $34,795 · management and general $10,171 · fundraising $8,564
-
9 · Other employee benefits
total $147,151 · program services $95,648 · management and general $27,958 · fundraising $23,545
-
10 · Payroll taxes
total $76,536 · program services $49,748 · management and general $14,542 · fundraising $12,246
-
11b · Fees: legal
total $15,000 · management and general $15,000
-
11c · Fees: accounting
total $69,290 · management and general $69,290
-
13 · Office expenses
total $147,048 · program services $95,581 · management and general $27,939 · fundraising $23,528
-
16 · Occupancy
total $93,570 · program services $60,821 · management and general $17,778 · fundraising $14,971
-
20 · Interest
total $3,568 · program services $2,319 · management and general $678 · fundraising $571
-
22 · Depreciation, depletion and amortization
total $47,396 · management and general $47,396
-
23 · Insurance
total $13,553 · program services $8,809 · management and general $2,576 · fundraising $2,168
-
24a · Other expenses: MARKETING
total $1,123,913 · program services $1,123,913
-
24b · Other expenses: FUNDRAISING EXPENSE
total $171,373 · fundraising $171,373
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,874,581 · end of year $2,611,469
-
3 · Pledges and grants receivable
beginning of year $204,547 · end of year $189,656
-
7 · Other notes and loans receivable
beginning of year $11,300 · end of year $15,500
-
9 · Prepaid expenses and deferred charges
beginning of year $38,843 · end of year $64,971
-
10a · Land, buildings and equipment: cost or other basis
$232,807
-
10b · Land, buildings and equipment: accumulated depreciation
$87,441
-
10c · Land, buildings and equipment, net
beginning of year $113,405 · end of year $145,366
-
15 · Other assets
end of year $574,157
-
17 · Accounts payable and accrued expenses
beginning of year $64,739 · end of year $61,389
-
19 · Deferred revenue
beginning of year $1,219,459 · end of year $917,911
-
25 · Other liabilities
beginning of year $39,865 · end of year $652,932
-
27 · Net assets without donor restrictions
beginning of year $1,918,613 · end of year $1,968,887
Mission and programs · 2022
Mission
TO MARKET THE UPSTATE SC REGION TO ATTRACT BUSINESS INVESTMENT. TO SUPPORT ECONOMIC DEVELOPMENT EFFORTS OF THE UPSTATE ALLIANCE INVESTORS. TO BUILD COHESIVE RELATIONSHIPS AMONG THE REGION'S PRIVATE AND PUBLIC SECTORS.
Activities or mission (Part I)
TO PROMOTE AND MARKET THE UPSTATE REGION OF SOUTH CAROLINA TO COMPETE GLOBALLY FOR BUSINESS INVESTMENT.
-
PARTICIPATED IN TARGETED INDUSTRY CONVENTIONS AND TRADE MISSIONS TO INCREASE EXPOSURE FOR THE UPSTATE REGION AMONG OUR TARGETED INDUSTRY GROUPS. THE ORGANIZATION RECEIVED 84,666 IN DONATED SERVICES AND USE OF FACILITIES DURING THE YEAR.
Expenses $2,174,774
As filed on the 2022 return.
Listed in Part VII
-
John LummusJOHN LUMMUS
PRESIDENT/CE
- Total calculated
- $217,059
- From this org
- $217,059
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,059
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $217,059
-
James BatemanJAMES BATEMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Daisy BirtalanDAISY BIRTALAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jody BrysonJODY BRYSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Andy ButcherANDY BUTCHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer CalabriaJENNIFER CALABRIA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Matt CaldwellMATT CALDWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian CallahanBRIAN CALLAHAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan ColemanJONATHAN COLEMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jim CookJIM COOK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mike CoolMIKE COOL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steve CooperSTEVE COOPER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Frank DavisFRANK DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Reno DeatonRENO DEATON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Galen DehayGALEN DEHAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David EdwardsDAVID EDWARDS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jack EllenbergJACK ELLENBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bernie EllisBERNIE ELLIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ray FarleyRAY FARLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark FarrisMARK FARRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Richard FewRICHARD FEW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jody GallagherJODY GALLAGHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jamie GilbertJAMIE GILBERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bennie HarrisBENNIE HARRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dean HyblDEAN HYBL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William KenleyWILLIAM KENLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William KirklandWILLIAM KIRKLAND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Barry LeasureBARRY LEASURE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James LovinggoodJAMES LOVINGGOOD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Terry MallardTERRY MALLARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Hank McCulloughHANK MCCULLOUGH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bill McMartinBILL MCMARTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Max MetcalfMAX METCALF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael MikotaMICHAEL MIKOTA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Keith MillerKEITH MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marvin MossMARVIN MOSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Burriss NelsonBURRISS NELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Katherine O'NeillKATHERINE O'NEILL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mike PanaskoMIKE PANASKO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Hope RiversHOPE RIVERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Terence RobertsTERENCE ROBERTS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Liz SemanLIZ SEMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susie ShannonSUSIE SHANNON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Minor ShawMINOR SHAW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Allen SmithALLEN SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Amanda TaylorAMANDA TAYLOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark WarnerMARK WARNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David WassonDAVID WASSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steve WestSTEVE WEST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Evans WhitakerEVANS WHITAKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nate WilbourneNATE WILBOURNE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dolton WilliamsDOLTON WILLIAMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie YarbroughSTEPHANIE YARBROUGH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 26 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332699349301478
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