Civic Intelligence

University of South Carolina Upstate

EIN 57-0555699 • 501(c)3 • Spartanburg, SC

Profile

Organization established to operate as a permanent foundation to accept gifts for charitable, benevolent, cultural, and educational purposed for the exclusive use and benefit of the university of south carolina upstate.

800 University WaySpartanburg, SC 29303

n/A

Siviq Scores

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

Liabilities / Assets

31st percentile

0.05x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.48x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

10th percentile

-26%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$228,501

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

67th percentile

9.8%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

82%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$19,186,364

Up $1,704,566 (+9.8%) from 2023

Liabilities

Up

$1,006,716

Up $623,695 (+163%) from 2023

Net Assets

Up

$18,179,648

Up $1,080,871 (+6.3%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin10th percentile

Revenue

Up

$2,111,002

Up $952,547 (+82%) from 2023

Expenses

Up

$2,657,394

Up $770,457 (+41%) from 2023

Net Income

Up

-$546,392

Up $182,090 (+25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$60M$40M$20M$0Assets 2011: $56,779,206Liabilities 2011: $41,371,116Net Assets 2011: $15,408,0902011Assets 2012: $55,325,830Liabilities 2012: $41,864,798Net Assets 2012: $13,461,0322012Assets 2013: $13,886,090Liabilities 2013: $3,387,195Net Assets 2013: $10,498,8952013Assets 2014: $13,344,416Liabilities 2014: $2,842,206Net Assets 2014: $10,502,2102014Assets 2015: $12,387,226Liabilities 2015: $2,353,470Net Assets 2015: $10,033,7562015Assets 2016: $11,836,067Liabilities 2016: $2,104,723Net Assets 2016: $9,731,3442016Assets 2017: $12,296,474Liabilities 2017: $1,869,319Net Assets 2017: $10,427,1552017Assets 2018: $13,831,282Liabilities 2018: $2,131,153Net Assets 2018: $11,700,1292018Assets 2019: $15,515,195Liabilities 2019: $1,864,717Net Assets 2019: $13,650,4782019Assets 2020: $15,914,516Liabilities 2020: $1,858,762Net Assets 2020: $14,055,7542020Assets 2021: $18,047,527Liabilities 2021: $501,286Net Assets 2021: $17,546,2412021Assets 2022: $16,823,621Liabilities 2022: $401,177Net Assets 2022: $16,422,4442022Assets 2023: $17,481,798Liabilities 2023: $383,021Net Assets 2023: $17,098,7772023Assets 2024: $19,186,364Liabilities 2024: $1,006,716Net Assets 2024: $18,179,6482024

Highlighted filing

2024

Assets$19,186,364
Liabilities$1,006,716
Net Assets$18,179,648
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,772,529Expenses 2011: $6,321,684Net Income 2011: -$2,549,1552011Expenses 2012: $1,954,1732012Expenses 2013: $6,286,6442013Revenue 2014: $2,130,546Expenses 2014: $1,811,635Net Income 2014: $318,9112014Revenue 2015: $1,426,906Expenses 2015: $1,825,863Net Income 2015: -$398,9572015Revenue 2016: $1,851,069Expenses 2016: $1,715,598Net Income 2016: $135,4712016Revenue 2017: $1,271,563Expenses 2017: $1,243,609Net Income 2017: $27,9542017Revenue 2018: $1,514,357Expenses 2018: $757,269Net Income 2018: $757,0882018Revenue 2019: $2,485,841Expenses 2019: $939,469Net Income 2019: $1,546,3722019Revenue 2020: $1,185,850Expenses 2020: $892,005Net Income 2020: $293,8452020Revenue 2021: $1,215,362Expenses 2021: $810,098Net Income 2021: $405,2642021Revenue 2022: $2,901,913Expenses 2022: $1,623,628Net Income 2022: $1,278,2852022Revenue 2023: $1,158,455Expenses 2023: $1,886,937Net Income 2023: -$728,4822023Revenue 2024: $2,111,002Expenses 2024: $2,657,394Net Income 2024: -$546,3922024

Highlighted filing

2024

Revenue$2,111,002
Expenses$2,657,394
Net Income-$546,392
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,186,364
Liabilities
$1,006,716
Net assets
$18,179,648
Revenue
$2,111,002
Expenses
$2,657,394
Net income
-$546,392
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.2$1.01$18.2$2.11$2.66$0.55
2023Detailed filing. Detailed filing data is available for this year.$17.5$0.38$17.1$1.16$1.89$0.73
2022Detailed filing. Detailed filing data is available for this year.$16.8$0.40$16.4$2.90$1.62$1.28
2021Detailed filing. Detailed filing data is available for this year.$18.0$0.50$17.5$1.22$0.81$0.41
2020Detailed filing. Detailed filing data is available for this year.$15.9$1.86$14.1$1.19$0.89$0.29
2019Detailed filing. Detailed filing data is available for this year.$15.5$1.86$13.7$2.49$0.94$1.55
2018Detailed filing. Detailed filing data is available for this year.$13.8$2.13$11.7$1.51$0.76$0.76
2017Detailed filing. Detailed filing data is available for this year.$12.3$1.87$10.4$1.27$1.24$0.03
2016Detailed filing. Detailed filing data is available for this year.$11.8$2.10$9.73$1.85$1.72$0.14
2015Detailed filing. Detailed filing data is available for this year.$12.4$2.35$10.0$1.43$1.83$0.40
2014Detailed filing. Detailed filing data is available for this year.$13.3$2.84$10.5$2.13$1.81$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$3.39$10.5$6.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.3$41.9$13.5$1.95
2011Summary only. Only limited summary data is available for this year.$56.8$41.4$15.4$3.77$6.32$2.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$4,402,951
Mission and Program Overview

Mission

Organization established to operate as a permanent foundation to accept gifts for charitable, benevolent, cultural, and educational purposed for the exclusive use and benefit of the university of south carolina upstate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,961,904$18,162,785▲ $1,200,881
Savings and Temporary Cash Investments-$655,437-
Pledges and Grants Receivable$97,500$81,500▼ $16,000
Cash and Non-Interest-Bearing Accounts$150,427$104▼ $150,323
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$17,481,798$19,186,364▲ $1,704,566
Other Assets Total$271,967$286,538▲ $14,571
Liabilities
Deferred Revenue$194,820$843,304▲ $648,484
Other Liabilities$168,201$163,048▼ $5,153
Accounts Payable and Accrued Expenses$20,000$364▼ $19,636
Total Liabilities$383,021$1,006,716▲ $623,695
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,479,935$16,077,199▲ $597,264
Net Assets Without Donor Restrictions$1,618,842$2,102,449▲ $483,607
Total Net Assets Fund Balance$17,098,777$18,179,648▲ $1,080,871
Total Liabilities and Net Assets / Fund Balance$17,481,798$19,186,364▲ $1,704,566

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$12,688,741$313,752▲ $880,868-$13,883,361
2022$12,638,063$88,334▼ $37,656-$12,688,741
2021$13,615,144$1,412,361▼ $2,389,442-$12,638,063
2020$10,908,977$111,395▲ $2,594,772-$13,615,144
2019$11,081,291$159,074▼ $331,388-$10,908,977
Compensation and Service Providers
Top Officer Pay63rd percentile

Board Members and Trustees

NameTitle
Todd HorneChair
Suzy ColeVice Chair
Claudia RuffinBoard Member
Craig HaydamackBoard Member
Irv WelligBoard Member
Jakie HodgeBoard Member
Jeff BrownBoard Member
Judy BynumBoard Member
Kelly TamBoard Member
Ken LeopardBoard Member
Linda HannonBoard Member
Phil FeisalBoard Member
Randall GaryBoard Member
Steve AldrichBoard Member
Thomas Young IVBoard Member
Vanessa MerhibBoard Member
RJ GimblExecutive Director
Cindy KellySecretary
Avi LawrenceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,705,530
Program Service Revenue
$0
Investment Income
$163,430
Other Revenue
$242,042
All Other Contributions
$1,613,205
Change in Net Assets
$-546,392

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,003,004
Revenue Not Reported on Financial Statements
$107,998
Revenue Not Reported on Form 990
$1,788,494
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$3,791,498
Total Revenue per Form 990
$2,111,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,152,383
Other Expenses$505,011
Total Fundraising Expense$14,391
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,152,383--$2,152,383
Fees for Services Management-$145,278-$145,278
Fees for Service Investment Mgmnt Fees-$107,998-$107,998
Other Expenses-$96,000-$96,000
Office Expenses$12,956$43,049$14,391$70,396
Information Technology$56,992--$56,992
Fees for Services Accounting-$11,530-$11,530
Fees for Services Other$1,536$5,578$0$7,114
Insurance$5,731--$5,731
Travel$3,226--$3,226
Conferences and Meetings$746--$746
Total Functional Expenses$2,233,570$409,433$14,391$2,657,394

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,710,627
Total Expenses per Form 990$2,657,394
Expenses per Audited Statements$2,549,396
Expenses Not Reported on Form 990$161,231
Expenses Not Reported on Financial Statements$107,998
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of South Carolina UpstateSpartanburg, SC-Educational and Athletic Support$2,152,383
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$71,778
Fundraising Direct Expenses$45,514
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sparty's Ball$67,828$67,828$12,210$55,618
Spartan Classic Golf Tournament$3,950$3,950$2,518$1,432
Total Events$71,778$71,778$45,514$26,264
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability Under Charitable Remainder Trust$163,048
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B Review of form 990 by governing body

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

Form 990, Part VI, Line 12C Conflict of interest policy

“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, Line 15A Process to establish compensation of top management official

“The executive director's salary is determined by the university of south carolina upstate under the guidelines established by the university of south carolina.”

Form 990, Part VI, Line 15B Process to establish compensation of other employees

“The executive director's salary is determined by the university of south carolina upstate under the guidelines established by the university of south carolina.”

Form 990, Part VI, Line 19 Required documents available to the public

“THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, 501c3 DETERMINATION LETTER, FEES POLICY, BYLAWS, AND FINANCIAL STATEMENT AVAILABLE UPON REQUEST AND ON ITS WEBSITE https://www.uscupstate.edu/foundation.”

Filing and Contact Details

Filer

Filer Name
University of South Carolina Upstate Foundation
EIN
57-0555699
Phone
8645037417
Address
800 University Way, Spartanburg, SC 29303

Signing Officer

Name
Rj Gimbl
Title
Executive Director
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
Sc
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“Change in Value in Remainder Trust - 19724;”

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“The endowment funds are for scholarships, professorships, and other academic related activities.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“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, 2024.”

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

“Change in Value in Remainder Trust - 19724”

Raw XML AppendixShowing 400 of 641 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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