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.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$39K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $8K a year · 4% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$39K
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
20 mo
of spending, in cash
Looks good: 19.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$7K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$216K
Spent
$172K
To programs
73%
Net assets
$382K
By yearFY2020–FY2024
Revenue
$216K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$216K
FY2021$208K
FY2022$161K
FY2023$309K
FY2024$209K
Expenses
$172K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$172K
FY2021$164K
FY2022$198K
FY2023$272K
FY2024$254K
Net assets
$382K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$382K
FY2021$426K
FY2022$388K
FY2023$426K
FY2024$381K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $126K Management & general 15% · $25K Fundraising 12% · $21K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $39K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$39,192Pt VII · Sec A
Co-Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Tracie Frese’s $53K as Executive Director is at the 41st percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022FY2021FY2020
Tracie Frese$52,833$41,048$39,692$39,192

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Upstate International executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects people and businesses to foster international cultural and idea exchange for thriving.

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Provided by the organization

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3 programs · $114K · in their own filed words · FY2020
01

Language Programs

Upstate international offers 25 - 40 different classes in over 10 different languages during 4 semesters throughout the year. Regular classes are once per week; intensive classes are offered twice per week. Semesters are 8, 10 or 12 weeks long.

$55Kprogram expense
02

World Affairs Council Upstate

Upstate international promotes global identity in the upstate and sustains international engagement in our region. Wacu gets involved in leading intellectual discussions on critical issues facing the world by hosting distinguished speakers and academic leaders in speaking events for the public and at local educational institutions.

$33Kprogram expense
03

Cultural Programs

Upstate international seeks to promote international relations through various cultural events and opportunities. Whether hosted directly by upstate international or coordinated with community partners, these events showcase the rich diversity of the upstate while celebrating cultural heritage and history.

$26Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$2K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$216K
Ln 12
Gifts and grantsLn 1h$116K
Fees for servicesLn 2g$99K
Investment incomeLn 3$586
Money outPt IX
$172K
Ln 25
Programscol B$126K
Managementcol C$25K
Fundraisingcol D$21K
Owns and owesPt X
$382K
net assets · Ln 32
Cash and savingsLn 1–2$280K
Total assetsLn 16$389K
LiabilitiesLn 26$7K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$116K
Government grantsLn 1e$21K
Fees for servicesLn 2g$99K
Investment incomeLn 3$586
Total revenueLn 12$216K
Assets in detailPt X, end of year
CashLn 1$77K
SavingsLn 2$202K
Cash and savings togetherLn 1–2$280K
Land, buildings, equipmentLn 10c$109K
Total assetsLn 16$389K
LiabilitiesLn 26$7K
Net assetsLn 32$382K
OperationsPt I, VI
EmployeesI 57
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$230K$280K
Land, buildings, equipmentLn 10c$108K$109K
Total assetsLn 16$338K$389K
LiabilitiesLn 26$0$7K
Net assetsLn 32$338K$382K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$530$530
Pay of current officers, directors and key staffLn 5$39K$12K$8K$20K
Other salaries and wagesLn 7$55K$52K$4K
Payroll taxesLn 10$7K$5K$897$1K
Other fees for servicesLn 11g$16K$16K
Advertising and promotionLn 12$3K$3K$111
Office expensesLn 13$5K$4K$950
Information technologyLn 14$3K$3K$191
OccupancyLn 16$14K$8K$6K
TravelLn 17$484$474$10
Conferences, conventions and meetingsLn 19$14K$14K
Depreciation, depletion and amortizationLn 22$6K$3K$3K
InsuranceLn 23$5K$4K$2K
Other expenses (24a–d)Ln 24$1K$1K
All other expensesLn 24e$2K$1K$750
Total functional expensesLn 25$172K$126K$25K$21K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $209K$254K−$45K$381K 990 PDF
FY2023 $309K$272K$37K$426K 990 PDF
FY2022 $161K$198K−$38K$388K 990 PDF
FY2021 $208K$164K$44K$426K 990 PDF
FY2020 Viewing $216K$172K$43K$382K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $215,507 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $96,680$115,649
I-9 Program service revenuePrior year $109,169$99,272
I-10 Investment incomePrior year $1,534$586
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $207,383$215,507
I-13 Grants and similar amounts paidPrior year $0$530
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $86,817$101,857
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $66,318$69,671
I-18 Total expensesPrior year $153,135$172,058
I-19 Revenue less expensesPrior year $54,248$43,449
Part VI · Governance 15 of 15 board members independent, 2 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $215,507 across 7 lines filed
VIII-1b Membership dues$27,010
VIII-1e Government grants$20,545
VIII-1f All other contributions, gifts and grants$68,094
VIII-1h Total contributions, gifts and grants$115,649
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $99,272$99,272
VIII-3 Investment incomeExcluded from tax $586$586
VIII-12 Total revenueRelated to mission $99,272 · Unrelated business $0 · Excluded from tax $586$215,507
Part IX · Statement of functional expenses $172,058 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $530$530
IX-5 Pay of current officers, directors and key staffPrograms $11,758 · Management $7,838 · Fundraising $19,596$39,192
IX-7 Other salaries and wagesPrograms $51,546 · Management $3,880$55,426
IX-10 Payroll taxesPrograms $4,843 · Management $897 · Fundraising $1,499$7,239
IX-11g Other fees for servicesPrograms $16,331$16,331
IX-12 Advertising and promotionPrograms $2,799 · Management $111$2,910
IX-13 Office expensesPrograms $4,178 · Management $950$5,128
IX-14 Information technologyPrograms $2,543 · Management $191$2,734
IX-16 OccupancyPrograms $7,927 · Management $5,991$13,918
IX-17 TravelPrograms $474 · Management $10$484
IX-19 Conferences, conventions and meetingsPrograms $13,526$13,526
IX-22 Depreciation, depletion and amortizationPrograms $3,074 · Management $3,074$6,148
IX-23 InsurancePrograms $3,552 · Management $1,617$5,169
IX-24 Other expenses (24a–d)Programs $1,250$1,250
IX-24e All other expensesPrograms $1,323 · Management $750$2,073
IX-25 Total functional expensesPrograms $125,654 · Management $25,309 · Fundraising $21,095$172,058
Part X · Balance sheet $388,737 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $28,413$77,165
X-2 Savings and temporary cash investmentsStart of year $201,996$202,460
X-10c Land, buildings and equipment, netStart of year $107,669$109,112
X-16 Total assetsStart of year $338,078$388,737
X-19 Deferred revenue$6,949
X-26 Total liabilitiesStart of year $0$6,949
X-32 Total net assets or fund balancesStart of year $338,078$381,788
X-33 Total liabilities and net assetsStart of year $338,078$388,737
Part XI · Reconciliation of net assets $381,788 net assets at year end
XI-1 Total revenue$215,507
XI-2 Total expenses$172,058
XI-3 Revenue less expenses$43,449
XI-4 Net assets at start of year$338,078
XI-8 Prior period adjustments$261
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$381,788

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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