Civic Intelligence

University of South Carolina Upstate Capital Development

990 • Fiscal year 2023 • EIN 30-0696406

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 12, 2024

Organization ProfileN/A
800 University WaySpartanburg, SC 29303

(864) 503-7417

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-305%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$133,689

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 42986.8% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.4%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$39,369

Down $949 (-2.4%) from 2022

Net Assets

Down

$39,369

Down $949 (-2.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Up

$311

Up $311 from 2022

Expenses

Up

$1,260

Up $15 (+1.2%) from 2022

Net Income

Up

-$949

Up $296 (+24%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2014: $29,312,013Liabilities 2014: $21,616,685Net Assets 2014: $7,695,3282014Assets 2015: $27,337,475Liabilities 2015: $20,632,518Net Assets 2015: $6,704,9572015Assets 2016: $311,341Liabilities 2016: $227,107Net Assets 2016: $84,2342016Assets 2017: $239,660Liabilities 2017: $164,757Net Assets 2017: $74,9032017Assets 2018: $168,205Liabilities 2018: $99,695Net Assets 2018: $68,5102018Assets 2019: $466,077Liabilities 2019: $402,702Net Assets 2019: $63,3752019Assets 2020: $384,324Liabilities 2020: $352,346Net Assets 2020: $31,9782020Assets 2021: $41,563Liabilities 2021: $0Net Assets 2021: $41,5632021Assets 2022: $40,318Liabilities 2022: $0Net Assets 2022: $40,3182022Assets 2023: $39,369Liabilities 2023: $0Net Assets 2023: $39,3692023Assets 2024: $39,791Liabilities 2024: $0Net Assets 2024: $39,7912024

Highlighted filing

2023

Assets$39,369
Liabilities$0
Net Assets$39,369
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$0-$2.0M-$4.0M-$6.0MRevenue 2014: $773,036Expenses 2014: $1,631,336Net Income 2014: -$858,3002014Revenue 2015: $947,602Expenses 2015: $1,450,556Net Income 2015: -$502,9542015Revenue 2016: -$4,732,101Expenses 2016: $1,039,529Net Income 2016: -$5,771,6302016Revenue 2017: $9,382Expenses 2017: $18,713Net Income 2017: -$9,3312017Revenue 2018: $6,505Expenses 2018: $12,898Net Income 2018: -$6,3932018Revenue 2019: $3,513Expenses 2019: $8,648Net Income 2019: -$5,1352019Revenue 2020: $617Expenses 2020: $32,014Net Income 2020: -$31,3972020Revenue 2021: $13,000Expenses 2021: $3,415Net Income 2021: $9,5852021Revenue 2022: $0Expenses 2022: $1,245Net Income 2022: -$1,2452022Revenue 2023: $311Expenses 2023: $1,260Net Income 2023: -$9492023Revenue 2024: $1,222Expenses 2024: $800Net Income 2024: $4222024

Highlighted filing

2023

Revenue$311
Expenses$1,260
Net Income-$949
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 12, 2024
Return Version
2022v5.0
Gross Receipts
$311
Mission and Program Overview

Mission

The purpose of the corporation is to own, manage, lease, sell, convey and or transfer real estate and other capital developments to be used for the benefit of the university of south carolina upstate and university of south carolina upstate foundation and to engage in any lawful act or activity for which the corporation is organized pursuannt to the act.

The purpose of the corporation is to own, manage, lease, sell, convey, and or transfer real estate and other capital developments to be used for the benefit of the university of south carolina upstate and university of south carolina upstate foundation and to engage in any lawful act or activity for which the corporation is organized pursuant to the act.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$40,318$39,369▼ $949
Total Assets$40,318$39,369▼ $949
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$40,318$39,369▼ $949
Total Net Assets Fund Balance$40,318$39,369▼ $949
Total Liabilities and Net Assets / Fund Balance$40,318$39,369▼ $949
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
Rj GimblExecutive Director$133,689$133,689

Board Members and Trustees

NameTitle
John MontgomeryChair
Allen JohnstonBoard Member
Andrew BabbBoard Member
George MoseleyBoard Member
Jason LynchBoard Member
Ralph SettleBoard Member
Tim CampBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$311
Other Revenue
$0
Change in Net Assets
$-949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,260
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,250--$1,250
Office Expenses-$10-$10
Total Functional Expenses$1,250$10$0$1,260
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by management and each member of the board is provided a copy for their review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Under the terms of the conflict of interest poliicy board must identify any potential conflicts during discussion items. Note is made of any existing conflicts and those board members must recuse themselves from voting or discussing a matter which may present a conflict of interest. This is monitored by the board administrator and ceo of the foundation.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 990 and governing documents available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing documents, conflict of interest policy, and financial statement available upon request.”

Filing and Contact Details

Filer

Filer Name
Usc Upstate Capital Development
EIN
30-0696406
Phone
8645037417
Address
800 UNIVERSITY WAY, SPARTANBURG, SC 29303

Signing Officer

Name
Rj Gimbl
Title
Executive Director
Phone
8645037417
Signed
2024-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rj Gimbl
Formed
1973
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
6

Preparer

Firm
Forvis Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees: program service expenses 1,250. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,250.”

Form 990 Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has been granted exemption from income taxes under section 501(c)(3) of the internal revenue code and, accordingly, no provision for income tax is recorded in the accompanying financial statements. The foundation has determined that it does not have any unrecognized tax benefits or obligations as of june 30, 2023.”

Raw XML Appendix374 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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IRS990/Form990PartVIISectionAGrp/PersonNm1JASON LYNCH
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE PURPOSE OF THE CORPORATION IS TO OWN, MANAGE, LEASE, SELL, CONVEY, AND OR TRANSFER REAL ESTATE AND OTHER CAPITAL DEVELOPMENTS TO BE USED FOR THE BENEFIT OF THE UNIVERSITY OF SOUTH CAROLINA UPSTATE AND UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION AND TO ENGAGE IN ANY LAWFUL ACT OR ACTIVITY FOR WHICH THE CORPORATION IS ORGANIZED PURSUANT TO THE ACT.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS BEEN GRANTED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAX IS RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY MANAGEMENT AND EACH MEMBER OF THE BOARD IS PROVIDED A COPY FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNDER THE TERMS OF THE CONFLICT OF INTEREST POLIICY BOARD MUST IDENTIFY ANY POTENTIAL CONFLICTS DURING DISCUSSION ITEMS. NOTE IS MADE OF ANY EXISTING CONFLICTS AND THOSE BOARD MEMBERS MUST RECUSE THEMSELVES FROM VOTING OR DISCUSSING A MATTER WHICH MAY PRESENT A CONFLICT OF INTEREST. THIS IS MONITORED BY THE BOARD ADMINISTRATOR AND CEO OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS FORM 990 AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII, LINE 2C
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt040318
IRS990/TotalAssetsEOYAmt039369
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01250
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY BIBBY
ReturnHeader/ReturnTs02024-03-12T10:56:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RJ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,369
Liabilities
$0
Net assets
$39,369
Revenue
$311
Expenses
$1,260
Net income
-$949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.01$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.35$0.03$0.00$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.40$0.06$0.00$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.10$0.07$0.01$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.16$0.07$0.01$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.23$0.08$4.73$1.04$5.77
2015Detailed filing. Detailed filing data is available for this year.$27.3$20.6$6.70$0.95$1.45$0.50
2014Detailed filing. Detailed filing data is available for this year.$29.3$21.6$7.70$0.77$1.63$0.86