Civic Intelligence

Upstate South Carolina Alliance Educational Foundation

EIN 06-1690711 • 501(c)3 • Greenville, SC

Profile

The purpose of this foundation may include, not as a restriction or enlargement of such purposes, but as illustrative thereof, the aims of advancement and diffusion of knowledge and understanding of economics, matters of public concern, finance, education, job training, housing, human relations, problems of minority groups, science and technology, economic planning and development, international relations, and other subjects related to improve efficiency, development, and acceleration of both the quality and quantity of economic growth and employment opportunities in upstate south carolina, the following activities: 1. The undertaking of studies and research, compilation of the results, and publication thereof through any appropriate media; 2. The conducting of training courses, seminars, discussion groups, forums, panels, or lectures, and the like with various businesses and organizations in the upstate area; 3. Any activity which tends to promote understanding, unification, or improv

3 Research Drive Suite 230Greenville, SC 29607

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

-0.4%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$12,525

Down $52 (-0.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$12,525

Down $52 (-0.4%) from 2023

Revenue

Up

$25,000

Up $25,000 from 2023

Expenses

Down

$52

Down $948 (-95%) from 2023

Net Income

Up

$24,948

Up $25,948 (+2595%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $60,074Liabilities 2010: $02010Assets 2011: $30,558Liabilities 2011: $0Net Assets 2011: $30,5582011Assets 2012: $29,829Liabilities 2012: $0Net Assets 2012: $29,8292012Assets 2013: $23,105Liabilities 2013: $50Net Assets 2013: $23,0552013Assets 2014: $32,720Liabilities 2014: $50Net Assets 2014: $32,6702014Assets 2015: $32,920Liabilities 2015: $50Net Assets 2015: $32,8702015Assets 2016: $32,870Liabilities 2016: $50Net Assets 2016: $32,8202016Assets 2017: $100,944Liabilities 2017: $50Net Assets 2017: $100,8942017Assets 2018: $54,386Liabilities 2018: $0Net Assets 2018: $54,3862018Assets 2019: $42,183Liabilities 2019: $0Net Assets 2019: $42,1832019Assets 2020: $22,051Liabilities 2020: $0Net Assets 2020: $22,0512020Assets 2021: $19,551Liabilities 2021: $0Net Assets 2021: $19,5512021Assets 2022: $13,577Liabilities 2022: $0Net Assets 2022: $13,5772022Assets 2023: $12,577Liabilities 2023: $0Net Assets 2023: $12,5772023Assets 2024: $12,525Net Assets 2024: $12,5252024

Highlighted filing

2024

Assets$12,525
Liabilities-
Net Assets$12,525

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2010: $8,950Expenses 2010: $95,148Net Income 2010: -$86,1982010Revenue 2011: $289,486Expenses 2011: $319,002Net Income 2011: -$29,5162011Revenue 2012: $2Expenses 2012: $731Net Income 2012: -$7292012Revenue 2013: $2Expenses 2013: $50Net Income 2013: -$482013Revenue 2014: $9,750Expenses 2014: $135Net Income 2014: $9,6152014Revenue 2015: $250Expenses 2015: $50Net Income 2015: $2002015Revenue 2016: $0Expenses 2016: $50Net Income 2016: -$502016Revenue 2017: $100,675Expenses 2017: $32,601Net Income 2017: $68,0742017Revenue 2018: $33,000Expenses 2018: $60,327Net Income 2018: -$27,3272018Revenue 2019: $75,200Expenses 2019: $87,403Net Income 2019: -$12,2032019Revenue 2020: $0Expenses 2020: $20,133Net Income 2020: -$20,1332020Revenue 2021: $0Expenses 2021: $2,500Net Income 2021: -$2,5002021Revenue 2022: $0Expenses 2022: $5,974Net Income 2022: -$5,9742022Revenue 2023: $0Expenses 2023: $1,000Net Income 2023: -$1,0002023Revenue 2024: $25,000Expenses 2024: $52Net Income 2024: $24,9482024

Highlighted filing

2024

Revenue$25,000
Expenses$52
Net Income$24,948

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.25$0.00$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.00$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.00$0.20$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.75$0.87$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.33$0.60$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.01$0.33$0.68
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.10$0.00$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$2.89$3.19$0.30
2010Summary only. Only limited summary data is available for this year.$0.60$0.00$0.09$0.95$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$25,000
Mission and Program Overview

Mission

The purpose of this foundation may include, not as a restriction or enlargement of such purposes, but as illustrative thereof, the aims of advancement and diffusion of knowledge and understanding of economics, matters of public concern, finance, education, job training, housing, human relations, problems of minority groups, science and technology, economic planning and development, international relations, and other subjects related to improve efficiency, development, and acceleration of both the quality and quantity of economic growth and employment opportunities in upstate south carolina, the following activities: 1. The undertaking of studies and research, compilation of the results, and publication thereof through any appropriate media; 2. The conducting of training courses, seminars, discussion groups, forums, panels, or lectures, and the like with various businesses and organizations in the upstate area; 3. Any activity which tends to promote understanding, unification, or improv

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THIS FOUNDATION MAY INCLUDE, NOT AS A RESTRICTION OR ENLARGEMENT OF SUCH PURPOSES, BUT AS ILLUSTRATIVE THEREOF, THE AIMS OF ADVANCEMENT AND DIFFUSION OF KNOWLEDGE AND UNDERSTANDING OF ECONOMICS, MATTERS OF PUBLIC CONCERN, FINANCE, EDUCATION, JOB TRAINING, HOUSING, HUMAN RELATIONS, PROBLEMS OF MINORITY GROUPS, SCIENCE AND TECHNOLOGY, ECONOMIC PLANNING AND DEVELOPMENT, INTERNATIONAL RELATIONS, AND OTHER SUBJECTS RELATED TO IMPROVE EFFICIENCY, DEVELOPMENT, AND ACCELERATION OF BOTH THE QUALITY AND QUANTITY OF ECONOMIC GROWTH AND EMPLOYMENT OPPORTUNITIES IN UPSTATE SOUTH CAROLINA.-$47
THE PURPOSE OF THIS FOUNDATION MAY INCLUDE, NOT AS A RESTRICTION OR ENLARGEMENT OF SUCH PURPOSES, BUT AS ILLUSTRATIVE THEREOF, THE AIMS OF ADVANCEMENT AND DIFFUSION OF KNOWLEDGE AND UNDERSTANDING OF ECONOMICS, MATTERS OF PUBLIC CONCERN, FINANCE, EDUCATION, JOB TRAINING, HOUSING, HUMAN RELATIONS, PROBLEMS OF MINORITY GROUPS, SCIENCE AND TECHNOLOGY, ECONOMIC PLANNING AND DEVELOPMENT, INTERNATIONAL RELATIONS, AND OTHER SUBJECTS RELATED TO IMPROVE EFFICIENCY, DEVELOPMENT, AND ACCELERATION OF BOTH THE QUALITY AND QUANTITY OF ECONOMIC GROWTH AND EMPLOYMENT OPPORTUNITIES IN UPSTATE SOUTH CAROLINA.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG HARPERDirector-$0--
MIKE FORRESTERDirector-$0--
JOHN MILLERDirector-$0--
RONNIE BOOTHDirector-$0--
CHARLES DALTONDirector-$0--
MAX METCALFDirector-$0--
JOHN LUMMUSDirector-$0--
STEVE WESTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upstate South Carolina Alliance
EIN
06-1690711
Phone
8642832300
Address
3 RESEARCH DRIVE SUITE 230, GREENVILLE, SC 29607

Signing Officer

Name
John Lummus
Title
Director
Phone
8642832300
Signed
2025-11-05

Preparer

Firm
Phillips Cpas & Advisors
Address
201 LAVINIA AVE, GREENVILLE, SC 29601
Preparer
Matthew V Phillips
Phone
8642361380
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 20

Transfer to upstate alliance -25,000

Form 990-ez, Part III

The purpose of this foundation may include, not as a restriction or enlargement of such purposes, but as illustrative thereof, the aims of advancement and diffusion of knowledge and understanding of economics, matters of public concern, finance, education, job training, housing, human relations, problems of minority groups, science and technology, economic planning and development, international relations, and other subjects related to improve efficiency, development, and acceleration of both the quality and quantity of economic growth and employment opportunities in upstate south carolina, the following activities: 1. The undertaking of studies and research, compilation of the results, and publication thereof through any appropriate media; 2. The conducting of training courses, seminars, discussion groups, forums, panels, or lectures, and the like with various businesses and organizations in the upstate area; 3. Any activity which tends to promote understanding, unification, or improved relationships between differenct economic or ethnic groups, as the upstate continues to become a multi-cultural, multi-thnic urban area at significant proportions; and 4. Creation of special committees and task forces to study and deal with related issues facing upstate south carolina, whether it be economics, infrastructure issues, revitilization, cultural activities, acclimation to the upstate by various international groups, or discovery of resources offered by the upstate.

Form 990-ez, Part III, Line 28

The purpose of this foundation may include, not as a restriction or enlargement of such purposes, but as illustrative thereof, the aims of advancement and diffusion of knowledge and understanding of economics, matters of public concern, finance, education, job training, housing, human relations, problems of minority groups, science and technology, economic planning and development, international relations, and other subjects related to improve efficiency, development, and acceleration of both the quality and quantity of economic growth and employment opportunities in upstate south carolina.

Form 990-ez, Part III, Line 31

The purpose of this foundation may include, not as a restriction or enlargement of such purposes, but as illustrative thereof, the aims of advancement and diffusion of knowledge and understanding of economics, matters of public concern, finance, education, job training, housing, human relations, problems of minority groups, science and technology, economic planning and development, international relations, and other subjects related to improve efficiency, development, and acceleration of both the quality and quantity of economic growth and employment opportunities in upstate south carolina.

Raw XML Appendix170 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ALL OF THE STAFF AND MANAGEMENT OF THE SUPPORTED ORGANIZATION (UPSTATE SOUTH CAROLINA ALLIANCE, INC.) ARE INVOLVED IN THE ORGANIZATION'S SUPPORTING ACTIVITIES THROUGHOUT THE YEAR. THERE ARE NO SEPARATE EMPLOYEES OF THE ORGANIZATION. THEREFORE, THERE IS CONTINUOUS OVERSIGHT OF THE ORGANIZATION'S ACTIVITIES THROUGHOUT THE YEAR.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3ALL OF THE FUNDRAISING ACTIVITIES OF THE UPSTATE SOUTH CAROLINA ALLIANCE EDUCATIONAL FOUNDATION WERE HELD TO ATTRACT PUBLIC SUPPORT FOR THE UPSTATE SOUTH CAROLINA ALLIANCE, INC.'S REGIONAL ECONOMIC DEVELOPMENT EFFORTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE EMPLOYEES OF UPSTATE SOUTH CAROLINA ALLIANCE, INC. WERE ACTIVELY INVOLVED IN THE FUNDRAISING ACTIVITIES OF THE UPSTATE SOUTH CAROLINA ALLIANCE EDUCATIONAL FOUNDATION. IF THE EDUCATIONAL FOUNDATION WERE NOT INVOLVED, UPSTATE SOUTH CAROLINA ALLIANCE, INC. WOULD HAVE ENGAGED IN THESE ACTIVITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRANSFER TO UPSTATE ALLIANCE -25,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PURPOSE OF THIS FOUNDATION MAY INCLUDE, NOT AS A RESTRICTION OR ENLARGEMENT OF SUCH PURPOSES, BUT AS ILLUSTRATIVE THEREOF, THE AIMS OF ADVANCEMENT AND DIFFUSION OF KNOWLEDGE AND UNDERSTANDING OF ECONOMICS, MATTERS OF PUBLIC CONCERN, FINANCE, EDUCATION, JOB TRAINING, HOUSING, HUMAN RELATIONS, PROBLEMS OF MINORITY GROUPS, SCIENCE AND TECHNOLOGY, ECONOMIC PLANNING AND DEVELOPMENT, INTERNATIONAL RELATIONS, AND OTHER SUBJECTS RELATED TO IMPROVE EFFICIENCY, DEVELOPMENT, AND ACCELERATION OF BOTH THE QUALITY AND QUANTITY OF ECONOMIC GROWTH AND EMPLOYMENT OPPORTUNITIES IN UPSTATE SOUTH CAROLINA, THE FOLLOWING ACTIVITIES: 1. THE UNDERTAKING OF STUDIES AND RESEARCH, COMPILATION OF THE RESULTS, AND PUBLICATION THEREOF THROUGH ANY APPROPRIATE MEDIA; 2. THE CONDUCTING OF TRAINING COURSES, SEMINARS, DISCUSSION GROUPS, FORUMS, PANELS, OR LECTURES, AND THE LIKE WITH VARIOUS BUSINESSES AND ORGANIZATIONS IN THE UPSTATE AREA; 3. ANY ACTIVITY WHICH TENDS TO PROMOTE UNDERSTANDING, UNIFICATION, OR IMPROVED RELATIONSHIPS BETWEEN DIFFERENCT ECONOMIC OR ETHNIC GROUPS, AS THE UPSTATE CONTINUES TO BECOME A MULTI-CULTURAL, MULTI-THNIC URBAN AREA AT SIGNIFICANT PROPORTIONS; AND 4. CREATION OF SPECIAL COMMITTEES AND TASK FORCES TO STUDY AND DEAL WITH RELATED ISSUES FACING UPSTATE SOUTH CAROLINA, WHETHER IT BE ECONOMICS, INFRASTRUCTURE ISSUES, REVITILIZATION, CULTURAL ACTIVITIES, ACCLIMATION TO THE UPSTATE BY VARIOUS INTERNATIONAL GROUPS, OR DISCOVERY OF RESOURCES OFFERED BY THE UPSTATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THIS FOUNDATION MAY INCLUDE, NOT AS A RESTRICTION OR ENLARGEMENT OF SUCH PURPOSES, BUT AS ILLUSTRATIVE THEREOF, THE AIMS OF ADVANCEMENT AND DIFFUSION OF KNOWLEDGE AND UNDERSTANDING OF ECONOMICS, MATTERS OF PUBLIC CONCERN, FINANCE, EDUCATION, JOB TRAINING, HOUSING, HUMAN RELATIONS, PROBLEMS OF MINORITY GROUPS, SCIENCE AND TECHNOLOGY, ECONOMIC PLANNING AND DEVELOPMENT, INTERNATIONAL RELATIONS, AND OTHER SUBJECTS RELATED TO IMPROVE EFFICIENCY, DEVELOPMENT, AND ACCELERATION OF BOTH THE QUALITY AND QUANTITY OF ECONOMIC GROWTH AND EMPLOYMENT OPPORTUNITIES IN UPSTATE SOUTH CAROLINA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PURPOSE OF THIS FOUNDATION MAY INCLUDE, NOT AS A RESTRICTION OR ENLARGEMENT OF SUCH PURPOSES, BUT AS ILLUSTRATIVE THEREOF, THE AIMS OF ADVANCEMENT AND DIFFUSION OF KNOWLEDGE AND UNDERSTANDING OF ECONOMICS, MATTERS OF PUBLIC CONCERN, FINANCE, EDUCATION, JOB TRAINING, HOUSING, HUMAN RELATIONS, PROBLEMS OF MINORITY GROUPS, SCIENCE AND TECHNOLOGY, ECONOMIC PLANNING AND DEVELOPMENT, INTERNATIONAL RELATIONS, AND OTHER SUBJECTS RELATED TO IMPROVE EFFICIENCY, DEVELOPMENT, AND ACCELERATION OF BOTH THE QUALITY AND QUANTITY OF ECONOMIC GROWTH AND EMPLOYMENT OPPORTUNITIES IN UPSTATE SOUTH CAROLINA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
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ReturnHeader/ReturnTs02025-11-05T09:24:43-05:00
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ReturnHeader/TaxPeriodEndDt02024-12-31
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