Nonprofit · EIN 57-0848637
AID UPSTATE
Tax-exempt · GREENVILLE, SC 29601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $12,186,283 | $12,613,131 | -$426,848 | $6,880,377 | $1,998,131 | $4,882,246 |
| December 31, 2023 | 990 | $10,878,568 | $11,754,748 | -$876,180 | $7,234,099 | $1,925,005 | $5,309,094 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,053,395
- of which government grants
- $6,991,521
- Program service revenue
- $5,111,092
- Investment income
- $810
- Net rental income
- $8,046
- Net gain from sales of assets
- $17
- Net income from fundraising events
- $1,745
- Net income from sales of inventory
- -$20,784
- Other revenue
- $20,986
Expenses
- Grants and similar amounts paid
- $6,232,287
- Compensation of officers, directors and key employees
- $491,819
- Other salaries and wages
- $3,799,951
- Salaries, compensation and benefits (total)
- $5,367,445
- Professional fundraising fees
- $0
- Legal fees
- $5,475
- Accounting fees
- $42,704
- Occupancy
- $88,619
- Travel
- $53,914
- Depreciation
- $65,953
- Program services (functional)
- $12,102,707
- Management and general (functional)
- $488,681
- Fundraising (functional)
- $21,743
Balance sheet and other
- Total assets, start of year
- $7,234,099
- Total assets, end of year
- $6,880,377
- Total liabilities, end of year
- $1,998,131
- Net assets, end of year
- $4,882,246
- Land, buildings and equipment
- $823,570
- Net assets without donor restrictions
- $4,882,246
- Gross receipts
- $12,215,358
- Employees
- 88
- Volunteers
- 15
- Year formed
- 1987
- State of legal domicile
- SC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lori Malvern | Provider Highest-paid employee | 40 | $252,364 | $10,651 |
| Beaty Andrew Hall | CEO (until Nov 30, 2024) Officer | 40 | $196,867 | $13,740 |
| John Schrank | Provider Highest-paid employee | 40 | $158,777 | $7,594 |
| Gregory Campbell | COO Officer | 40 | $142,943 | $16,406 |
| Doug McCormick | Provider Highest-paid employee | 40 | $132,083 | $15,956 |
| LaZedra Cade | Provider Highest-paid employee | 40 | $117,412 | $3,338 |
| Tracy Mertens Carr | CFO Officer | 40 | $111,863 | $7,858 |
| Rajashree Rao | CEO (effective Dec 1, 2024) Officer | 40 | $40,146 | $0 |
| Amanda Cook | Vice-President Trustee or director, Officer | 2 | $0 | $0 |
| Bob Whitley | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Richard Moose | President Trustee or director, Officer | 3 | $0 | $0 |
| Zachary Freeman | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Ann Blair Kennedy | Board Member Trustee or director | 1 | $0 | $0 |
| Clark Nesbitt | Board Member (term ended 12/31/24) Trustee or director | 1 | $0 | $0 |
| David Potts | Board Member Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DeShawn Nesbitt | Board Member Trustee or director | 1 | $0 |
| Gail Moose | Board Member (term ended 12/31/24) Trustee or director | 1 | $0 |
| Holly Snow | Board Member Trustee or director | 1 | $0 |
| Monica Culbreath | Board Member Trustee or director | 1 | $0 |
| Wayne Boliek | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lori Malvern | Provider Highest-paid employee | 40 | $252,284 | $1,419 |
| B Andrew Hall | CEO Officer | 40 | $198,349 | $17,377 |
| Doug McCormick | Provider Highest-paid employee | 40 | $140,371 | $18,062 |
| LaZedra Cade | Provider Highest-paid employee | 40 | $100,585 | $5,182 |
| Greg Campbell | COO Officer | 40 | $87,358 | $16,763 |
| Tracy Carr | CFO Officer | 40 | $87,027 | $6,607 |
| Amanda Cook | Vice-President Trustee or director, Officer | 2 | $0 | $0 |
| Gail Moose | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Richard Moose | President Trustee or director, Officer | 3 | $0 | $0 |
| Zachary Freeman | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Ann Blair Kennedy | Board Member Trustee or director | 1 | $0 | $0 |
| Ava Smith (resigned 07262023 | Board Member Trustee or director | 1 | $0 | $0 |
| Bob Whitley | Board Member Trustee or director | 1 | $0 | $0 |
| Clark Nesbitt | Board Member Trustee or director | 1 | $0 | $0 |
| David Potts | Board Member Trustee or director | 1 | $0 | $0 |
| DeShawn Nesbitt | Board Member Trustee or director | 1 | $0 | $0 |
| Holly Snow | Board Member Trustee or director | 1 | $0 | $0 |
| Monica Culbreth | Board Member Trustee or director | 1 | $0 | $0 |
| Wynne Boliek | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 811 PENDLETON ST, GREENVILLE, SC 29601-3209
- Principal officer (990 for 2024)
- Rajashree Rao, PO Box 105, Greenville, SC 29602
- Signed the 990
- Rajashree Roa, CEO
- Phone
- (864) 250-0607
- Website
- WWW.AIDUPSTATE.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
PREVENTING AND TREATING HIV THROUGH DIRECT SERVICES, ADVOCACY, EDUCATION AND AWARENESS. INCLUDES DIAGNOSIS, LINKAGE TO CARE, HIV MEDICAL CARE, PRIMARY CARE, CASE MANAGEMENT, SUPPORTIVE SERVICES, PREVENTION, and HOUSING ASSISTANCE.
Program accomplishments
- INDIVIDUALS LIVING WITH HIV WERE PROVIDED ACCESS TO A RANGE OF SERVICES INCLUDING: HEALTH INSURANCE ENROLLMENT/PAYMENTS, HIV AND PRIMARY MEDICAL CARE, PRESCRIPTIONS, ORAL HEALTH CARE REFERRALS/PAYMENTS, FOOD PANTRY, TRANSPORTATION TO CARE APPOINTMENTS, MENTAL HEALTH AND ADDICTION TREATMENT SRVCS AND SUPPORT GROUPS; HOUSING, MEDICAL CASE MANAGEMENT. PREP (PRE-EXPOSURE PROPHYLAXIS), A CLOSELY MONITORED PRESCRIPTION THAT CAN SIGNIFICANTLY REDUCE THE RISK OF GETTING HIV-1 THROUGH SEX, WAS PROVIDED TO INDIVIDUALS WHO ALSO RECEIVED MEDICAL AND LABORATORY SERVICES.Expenses $11,518,100 · grants $5,647,680 · revenue $5,111,092
- INDIVIDUALS LIVING WITH HIV RECEIVED HOUSING SERVICES INCLUDED CASE MANAGEMENT; ASSESSMENT OF HOUSING STABILITY AND NEEDS, ASSISTANCE WITH RENT, UTILITIES, AND MORTGAGES; HOUSING PLACEMENT (RENTAL AND UTILITY DEPOSIT PAYMENTS) TENANT BASED RENTAL PROGRAM; OPERATIONAL SUPPORT FOR 11-BEDROOM GROUP HOME OPERATED BY AU; CONTACTED OPERATIONAL SUPPORT WITH STEPHEN'S HOUSE, A 6-BEDROOM GROUP FACILITY.Expenses $538,904 · grants $538,904
- AID UPSTATE PREVENTION SERVICES PROVIDES FREE AND CONFIDENTIAL HIV, HEPATITIS C (HCV), HEPATITIS B (HBV), AND OTHER SEXUALLY TRANSMITTED INFECTION (STI) TESTING. ALL INDIVIDUALS WHO ACCESS TESTING SERVICES RECEIVE PERSONALIZED RISK ASSESSMENT, RISK REDUCTION COUNSELING INCLUDING PRE-EXPOSURE PROPHYLAXIS (PREP). INDIVIDUALS TESTING POSITIVE ARE LINKED TO MEDICAL CARE.Expenses $45,703 · grants $45,703
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 57-0848637
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,880,377
- Income (IRS master file)
- $12,215,358
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $12,186,283 | $12,613,131 | $6,880,377 | IRS |
| 990 | December 2023 | $10,878,568 | $11,754,748 | $7,234,099 | XML |
| 990 | December 2022 | $11,516,402 | $11,621,717 | $8,074,393 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 57-0848637).
Questions about AID UPSTATE
- What is the EIN of AID UPSTATE?
- The employer identification number (EIN) of AID UPSTATE is 57-0848637.
- Is AID UPSTATE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to AID UPSTATE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AID UPSTATE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AID UPSTATE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AID UPSTATE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AID UPSTATE?
- The 990 for the year ended December 31, 2024 names Rajashree Rao.
- Who are the officers and directors of AID UPSTATE?
- The 990 for the year ended December 31, 2024 lists 20 people; 8 received compensation from the organization, the highest $252,364 (Lori Malvern, Provider).
- How much revenue does AID UPSTATE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $12,186,283, expenses of $12,613,131 and total assets of $6,880,377 at year end.
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