UPSTATE INTERNATIONAL: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UPSTATE INTERNATIONAL (EIN 57-1064857)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-15
- IRS object ID
- 201831989349200418
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-15T20:41:49-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elliott Davis LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6286 | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 296066286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571064857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Upstate International | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPST | BusinessNameControlTxt |
| Phone | 8646312188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 S Memminger St | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | melody c horton | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8646312188 | PhoneNum |
| Signature | 2018-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melody C Horton | PreparerPersonNm |
| PTIN | P00999077 | PTIN |
| Phone | 8642423370 | PhoneNum |
| Preparation | 2018-07-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | upstateinternational.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $170,309 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $53,564 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $62,102 | ProgramServiceRevenueAmt |
| Membership Dues | $35,570 | MembershipDuesAmt |
| Fundraising Gross Income | $19,073 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $8,246 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $10,827 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $162,063 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $73,254 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $13,821 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $7,174 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $315 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $43,842 | OtherExpensesTotalAmt |
| Total Expenses | $138,406 | TotalExpensesAmt |
| Excess Or Deficit For Year | $23,657 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $193,087 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $216,744 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,950 | BOYAmt |
| EOY | $107,860 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,238 | BOYAmt |
| EOY | $107,839 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,557 | BOYAmt |
| EOY | $1,045 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,745 | BOYAmt |
| EOY | $216,744 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,658 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,087 | BOYAmt |
| EOY | $216,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | 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. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Cultural programs, such as Salsa at Sunset which showcases live Latin music and dancing on Main Street, allow our community to engage in global experiences right here in South Carolina. Events are open to the public, bringing together a diverse population for family-friendly fun and include such offerings as Beaujolais Nouveau, Gluehwein Party, Global Humanitarian lunch and Learns, and Religious Traditions. | $0 | $31,361 |
| Language program-language classes led by native speakers in ENGLISH (FOR NON-ENGLISH SPEAKERS), FRENCH, GERMAN, ITALIAN, JAPANESE, MANDARIN, PORTUGESE, SPANISH, and other languages upon request. Additionally interpretation and translation services are provided in any language needed. | $0 | $37,935 |
| Dedicated to fostering a deep understanding of global affairs and cultures, and supported by individuals and businesses, Upstate International engages globally-minded South Carolinians directly with each other and with elected officials, civic leaders, and professionals from around the world through the World Affairs Council. | $0 | $25,805 |
| Various other programs include the international relocation program, Upstate International month, and a host of other internationally geared programs. | $0 | $27,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $122,966 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| OLIVER BRANDAU | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KEVIN BRINSON | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CAREY FLEMING | ||||
| secretary | 1.00 | $0 | $0 | $0 |
| MONIQUE GLASS | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MELODY HORTON | ||||
| treasurer | 1.00 | $0 | $0 | $0 |
| YUJI KISHIMOTO | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| REBECCA SIGMUND | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JAWANA SIHRA-LEACH | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| WENDY WALDEN | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PRISCILLA WINLEY | ||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| steve lynch | ||||
| bOARD MEMBER | 1.00 | $0 | $0 | $0 |
| meghan riordan | ||||
| boARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tracie Frese | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 S Memminger St | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8646312188 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,738 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,134 | CurrentTaxYearAmt |
| Total | $529,513 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,109 | CurrentTaxYearAmt |
| Total | $234,221 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $145,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,551 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $151,243 | CurrentTaxYearAmt |
| Total | $763,734 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,300 | CurrentTaxYearAmt |
| Total | $195,150 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,300 | CurrentTaxYearAmt |
| Total | $195,150 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $568,584 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $1,186 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,186 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,186 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $7,597 | CurrentTaxYearMinus2YearsAmt |
| Total | $7,635 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,551 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $151,243 | CurrentTaxYearAmt |
| Total | $772,555 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73600 | PublicSupportCY509Pct |
| Public Support PY509 | 0.69620 | PublicSupportPY509Pct |
| Investment Income CY | 0.00150 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00310 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | gala | Event1Nm |
| Gross Receipts Event1 | $19,073 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $19,073 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $443 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,364 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $70 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,369 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $19,073 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $19,073 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $443 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,364 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $70 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,369 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,246 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,827 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 14 | Description: Depreciation/Amortization. Amount: 3,402. Description: Other Expenses. Amount: 3,772. Total to Form 990-EZ, line 14: 7,174. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: payroll taxes and processing fees. Amount: 6,224. Description: marketing. Amount: 2,028. Description: office expenses. Amount: 5,895. Description: insurance. Amount: 4,540. Description: community outreach. Amount: 1,073. Description: volunteer recognition. Amount: 88. Description: development. Amount: 1,839. Description: program expenses. Amount: 19,176. Description: other expenses. Amount: 2,979. Total to Form 990-EZ, line 16: 43,842. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Other Depreciable Assets. Beg. of Year Amount: 1,557. End of Year Amount: 1,045. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |