Civic Intelligence

Upstate International

EIN 57-1064857 • 501(c)3 • Greenville, SC

Profile

Upstate international (ui) is a 501(c)(3) non-profit organization that exists to empower people and businesses of all nations to thrive in the upstate by connecting them through programs, events, and initiatives that foster the dynamic exchange of international cultures and ideas.

9 S Memminger StGreenville, SC 29601

www.upstateinternational.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

23rd percentile

-22%

Higher net margin than 23% 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

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

26th percentile

-32%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$381,978

Down $45,847 (-11%) from 2023

Liabilities

Down

$1,156

Down $871 (-43%) from 2023

Net Assets

Down

$380,822

Down $44,976 (-11%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin23rd percentile

Revenue

Down

$209,133

Down $100,195 (-32%) from 2023

Expenses

Down

$254,109

Down $18,052 (-6.6%) from 2023

Net Income

Down

-$44,976

Down $82,143 (-221%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2011: $128,044Net Assets 2011: $128,0442011Assets 2012: $159,083Liabilities 2012: $43,908Net Assets 2012: $115,1752012Assets 2013: $184,334Liabilities 2013: $34,447Net Assets 2013: $149,8872013Assets 2014: $154,757Liabilities 2014: $24,596Net Assets 2014: $130,1612014Assets 2015: $199,510Liabilities 2015: $14,338Net Assets 2015: $185,1722015Assets 2016: $196,745Liabilities 2016: $3,658Net Assets 2016: $193,0872016Assets 2017: $216,744Liabilities 2017: $0Net Assets 2017: $216,7442017Assets 2018: $283,830Liabilities 2018: $0Net Assets 2018: $283,8302018Assets 2019: $338,078Liabilities 2019: $0Net Assets 2019: $338,0782019Assets 2020: $388,737Liabilities 2020: $6,949Net Assets 2020: $381,7882020Assets 2021: $426,341Liabilities 2021: $599Net Assets 2021: $425,7422021Assets 2022: $389,607Liabilities 2022: $1,455Net Assets 2022: $388,1522022Assets 2023: $427,825Liabilities 2023: $2,027Net Assets 2023: $425,7982023Assets 2024: $381,978Liabilities 2024: $1,156Net Assets 2024: $380,8222024

Highlighted filing

2024

Assets$381,978
Liabilities$1,156
Net Assets$380,822
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $95,770Expenses 2011: $70,809Net Income 2011: $24,9612011Revenue 2012: $63,709Expenses 2012: $76,578Net Income 2012: -$12,8692012Revenue 2013: $122,693Expenses 2013: $87,981Net Income 2013: $34,7122013Revenue 2014: $141,158Expenses 2014: $160,884Net Income 2014: -$19,7262014Revenue 2015: $195,787Expenses 2015: $140,776Net Income 2015: $55,0112015Revenue 2016: $160,207Expenses 2016: $152,292Net Income 2016: $7,9152016Revenue 2017: $162,063Expenses 2017: $138,406Net Income 2017: $23,6572017Revenue 2018: $223,920Expenses 2018: $156,542Net Income 2018: $67,3782018Revenue 2019: $207,383Expenses 2019: $153,135Net Income 2019: $54,2482019Revenue 2020: $215,507Expenses 2020: $172,058Net Income 2020: $43,4492020Revenue 2021: $207,771Expenses 2021: $163,817Net Income 2021: $43,9542021Revenue 2022: $160,649Expenses 2022: $198,239Net Income 2022: -$37,5902022Revenue 2023: $309,328Expenses 2023: $272,161Net Income 2023: $37,1672023Revenue 2024: $209,133Expenses 2024: $254,109Net Income 2024: -$44,9762024

Highlighted filing

2024

Revenue$209,133
Expenses$254,109
Net Income-$44,976
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$381,978
Liabilities
$1,156
Net assets
$380,822
Revenue
$209,133
Expenses
$254,109
Net income
-$44,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.82$0.01$3.81$2.09$2.54$0.45
2023Detailed filing. Detailed filing data is available for this year.$4.28$0.02$4.26$3.09$2.72$0.37
2022Detailed filing. Detailed filing data is available for this year.$3.90$0.01$3.88$1.61$1.98$0.38
2021Detailed filing. Detailed filing data is available for this year.$4.26$0.01$4.26$2.08$1.64$0.44
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.07$3.82$2.16$1.72$0.43
2019Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$2.07$1.53$0.54
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$2.24$1.57$0.67
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.62$1.38$0.24
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.04$1.93$1.60$1.52$0.08
2015Summary only. Only limited summary data is available for this year.$2.00$0.14$1.85$1.96$1.41$0.55
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.25$1.30$1.41$1.61$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.34$1.50$1.23$0.88$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.44$1.15$0.64$0.77$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$1.28$0.96$0.71$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$209,133
Mission and Program Overview

Mission

Upstate international exists to empower people and businesses of all nations to thrive in the upstate by connecting them through programs, events, and initiatives that foster the dynamic exchange of international cultures and ideas.

Upstate international (ui) is a 501 (c) (3) non-profit organization that exists to empower people and businesses of all nationalities to thrive in the upstate by connecting them through programs, events, and initiatives that forster the dynamic exchange of international cultures

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$425,798$380,822▼ $44,976
Savings and Temporary Cash Investments$204,236$224,358▲ $20,122
Land, Buildings, and Equipment, Net$110,004$103,630▼ $6,374
Cash and Non-Interest-Bearing Accounts$106,722$48,996▼ $57,726
Prepaid Expenses and Deferred Charges$6,863$4,994▼ $1,869
Total Assets$427,825$381,978▼ $45,847
Liabilities
Other Liabilities$2,027$1,156▼ $871
Total Liabilities$2,027$1,156▼ $871
Net Assets / Fund Balance
Total Net Assets Fund Balance$425,798$380,822▼ $44,976
Total Liabilities and Net Assets / Fund Balance$427,825$381,978▼ $45,847

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$72,138$40,580$112,718
Leasehold Improvements$19,902$4,819$24,721
Land$11,618-$11,618
Equipment$-28$5,260$5,232
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Patrick WilliamsChairman
Blake WhitakerBoard Member
Carmen GallagherBoard Member
Cody CarverBoard Member
Dalton ElliotBoard Member
Jack KnipeBoard Member
Jill MashburnBoard Member
John BradleyBoard Member
Laura BogardusBoard Member
Marion GrierBoard Member
Monique GlassBoard Member
Nisha GodboleBoard Member
Sara AgudeloBoard Member
Steve HallBoard Member
Tori Mclean GoodBoard Member
Whitney Wilson-
Melody HortonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$81,944
Program Service Revenue
$114,830
Investment Income
$10,014
Other Revenue
$2,345
All Other Contributions
$46,522
Change in Net Assets
$-44,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$166,504
Other Expenses$87,605
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,811--$90,811
Current Officers, Directors, Trustees, and Key Employees$62,333--$62,333
Conferences and Meetings$31,214--$31,214
Office Expenses$12,150--$12,150
Advertising$12,121--$12,121
Payroll Taxes$12,016--$12,016
Fees for Services Management$10,500--$10,500
Insurance$4,710--$4,710
Depreciation Depletion$3,440--$3,440
Other Employee Benefits$1,344--$1,344
Other Expenses$1,200--$1,200
Information Technology$1,183--$1,183
Fees for Services Other$928--$928
Travel$554--$554
Total Functional Expenses$254,109$0$0$254,109
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
credit cards$1,156
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

“Programcommitteess document meetings in note;, however, they do not have any authority to act on behalf of the ui board of directors.”

Form 990 governing body review Part VI line 11

“The treasurer reviews the 990 prior to filing. It is made available to the board members upon request.”

CEO executive director top management comp Part VI line 15A

“The compensation for the executive director was based on review and approval by the board after review of the national report on nonprofit compensation and review of state and regional comparable positions and salaries in the year the executive director received a raise. This process is not done on an annual basis if no salary adjustments are made from the prior year but would be done in years when an increase occurs. The compensation for other officers and key employees is determined by review of comparable regional and local salaries.”

Other officer or key employee compensation Part VI line 15B

“Tracie frese executive director compensation $62333”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents and financial statements available to the public through guidestar and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Upstate International
EIN
57-1064857
In Care Of
% LAURA S BOGARDUS
Phone
8646312188
Address
9 S MEMMINGER ST, Greenville, SC 29601

Signing Officer

Name
Laura S Bogardus
Title
Interim Executiv Director
Phone
8642708275
Signed
2025-11-12
Discuss with paid preparer
No

Organization Details

Formed
1998
Legal Domicile
Sc
Voting Board Members
17
Independent Board Members
1
Employees
4
Volunteers
123

Preparer

Firm
Tax Pro Accounting LLC
Address
503 S MAIN STREET SUITE 6027, Mauldin, SC 29662
Preparer
Carmen Vlad Ea
Phone
8643501820
Supplemental Narrative

Additional Explanations

Other or change in accounting method Part XII line 1

“The organization makes its governing documents and financial statements available to the public through guidestar and are available upon request.”

Raw XML AppendixShowing 400 of 510 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/ProgSrvcAccomActy3Grp/Desc0GLOBAL FLUENCY WORKSHOP TO BUILD CULTURAL COMPETENCY FOR TODAYS LEADERS. PRESENTED BY WORLD AFFAIRS COUNCIL UPSTATE AND UPSTATE SC ALLIANCE, AN INTERACTIVE PROFESSIONAL DEVELOPMENT OPPORTUNITY PROVIDED UNIQUE WORKSHOPS AND PANELISTS DISCUSSIONS TO EQUIP THE COMMUNITY WITH ESSENTIAL SKILLS NECESSARY TO FLOURISH IN OUR GLOBAL ECONOMY. 2024 GLOBAL FLUENCY EMPOWERED CORPORATE LEADERS AND INDIVIDUAL LEADERS TO SUCCEED AS WELL AS ECONOMIC PROSPERITY THROUGHOUT THE UPSTATE.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0UPSTATE INTERNATIONAL MONTH - A MONTH LONG SERIES OF CULTURAL EVENTS CELEBRATING THE RICH DIVERSITY IN THE UPSTATE. UI-MONTH GENERALLY STARTS WITH A KICK-OFF EVENT HOSTED BY UI, AND THEN INCLUDES OVER 100 EVENTS OFFERED BY MANY ORGANIZATIONS/CLUBS/COMPANIES THROUGHOUT THE UPSTATE. UPSTATE INTERNATIONAL SEEKS OUT COMMUNITY PARTNERS WHO DEVELOP AND HOST INTERNATIONALLY THEMED EVENTS. WE PROMOTE, MARKET AND OCCASIONALLY DEVELOP THE EVENTS WITH OUR PARTNERS. EVENTS CAN BE AS SIMPLE AS SHARING A RECIPE, TO HANDS-ON COOKING, CULTURAL EXHIBITS, PERFORMANCES AND GALAS.
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