Nonprofit · EIN 51-0553716
UPSTATE SENIOR LIVING INC
Tax-exempt · GREENVILLE, SC 29617
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $26,546,216 | $27,162,333 | -$616,117 | $136,047,103 | $182,955,721 | -$46,908,618 |
| December 31, 2023 | 990 | $25,284,260 | $25,655,511 | -$371,251 | $130,609,282 | $179,307,553 | -$48,698,271 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $251,048
- Program service revenue
- $24,023,029
- Investment income
- $1,626,894
- Net gain from sales of assets
- $301,000
- Other revenue
- $645,245
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $762,927
- Other salaries and wages
- $9,150,719
- Salaries, compensation and benefits (total)
- $10,778,517
- Professional fundraising fees
- $0
- Legal fees
- $73,215
- Accounting fees
- $48,000
- Occupancy
- $2,994,627
- Travel
- $92,435
- Depreciation
- $4,387,451
- Program services (functional)
- $25,457,314
- Management and general (functional)
- $1,705,019
Balance sheet and other
- Total assets, start of year
- $130,609,282
- Total assets, end of year
- $136,047,103
- Total liabilities, end of year
- $182,955,721
- Net assets, end of year
- -$46,908,618
- Land, buildings and equipment
- $88,865,323
- Net assets without donor restrictions
- -$47,199,992
- Net assets with donor restrictions
- $291,374
- Gross receipts
- $26,691,633
- Employees
- 458
- Volunteers
- 107
- Year formed
- 2003
- 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 |
|---|---|---|---|---|
| James Rick Brackett | CEO Officer | 40 | $258,136 | $40,853 |
| Donald Lilly | Executive VP of Operations Key employee | 40 | $214,487 | $20,498 |
| Bill Falls | CFO Officer | 40 | $194,911 | $35,888 |
| Angela Hecker | Director of Marketing Highest-paid employee | 40 | $167,953 | $27,493 |
| Becky Vuksta | Sr. Director of Operations Highest-paid employee | 40 | $130,577 | $25,211 |
| Elcainey Baker | Senior Director of Facilities Highest-paid employee | 40 | $101,734 | $31,993 |
| Kathy Young | Controller Highest-paid employee | 40 | $109,348 | $18,151 |
| Christopher Pagliaro | Health Services Administrator Highest-paid employee | 40 | $101,936 | $4,600 |
| Dr Bruce Brown | Director Trustee or director, Officer | 1 | $0 | $0 |
| Dr Landy McCarrell | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Mary Lou Merkt | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Susan Bichel | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Todd Malo | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Beth J Crigler | Director Trustee or director | 1 | $0 | $0 |
| David Johnson | Director Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Francie Heller | Director Trustee or director | 1 | $0 |
| Tad Melton | Director Trustee or director | 1 | $0 |
| Walter Goldsmith | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| James (Rick) Brackett | CEO Officer | 40 | $245,435 | $38,052 |
| Donald Lilly | Executive VP of Operations Key employee | 40 | $209,263 | $18,243 |
| Bill Falls | CFO Officer | 40 | $189,901 | $27,047 |
| Angela Hecker | Director of Marketing Highest-paid employee | 40 | $153,329 | $24,984 |
| Becky Vuksta | Sr. Director of Operations Highest-paid employee | 40 | $128,897 | $18,150 |
| Kathy Young | Controller Highest-paid employee | 40 | $106,346 | $16,721 |
| Dr Bruce Brown | Director Trustee or director, Officer | 1 | $0 | $0 |
| Dr Landy McCarrell | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Mary Lou Merkt | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Susan Bichel | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Todd Malo | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| David Johnson | Director Trustee or director | 1 | $0 | $0 |
| Francie Heller | Director Trustee or director | 1 | $0 | $0 |
| Kathleen McKinney | Director Trustee or director | 1 | $0 | $0 |
| Walter Goldsmith | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1500 TRAILHEAD CT, GREENVILLE, SC 29617-6226
- In care of
- % THE WOODLANDS AT FURMAN
- Principal officer (990 for 2024)
- William D Falls, 1500 Trailhead Court, Greenville, SC 29617
- Signed the 990
- William D Falls, CFO
- Phone
- (864) 371-3100
- Website
- www.thewoodlandsatfurman.org
- Return prepared by
- Forvis Mazars LLP
Mission
The mission of Upstate Senior Living, Inc. is to be the retirement community of choice by nurturing a distinctive culture of enrichment for its residents.
Program accomplishments
- The woodlands at Furman has a unique affiliation with Furman University which helps residents stay healthy, connected, and involved. The organization does everything possible to make retirement one of the most rewarding and enriching parts of life by offering a lifestyle that encourages physical, mental, and social growth. The Woodlands has 174 independent living apartments ranging in size from 700 to 2,060 square feet. The woodlands' villas consist of 28 single family homes. for those who need increased care, the woodlands' skilled nursing unit has 30 beds. the community also has 48 assisted living units.Expenses $25,457,314 · revenue $24,668,274
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
- 51-0553716
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $136,047,103
- Income (IRS master file)
- $26,691,633
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $26,546,216 | $27,162,333 | $136,047,103 | XML |
| 990 | December 2023 | $25,284,260 | $25,655,511 | $130,609,282 | XML |
| 990 | December 2022 | $21,892,551 | $24,110,477 | $126,972,389 | IRS |
| 990 | December 2021 | $19,336,341 | $21,867,075 | $125,915,350 | 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 51-0553716).
Questions about UPSTATE SENIOR LIVING INC
- What is the EIN of UPSTATE SENIOR LIVING INC?
- The employer identification number (EIN) of UPSTATE SENIOR LIVING INC is 51-0553716.
- Is UPSTATE SENIOR LIVING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to UPSTATE SENIOR LIVING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPSTATE SENIOR LIVING INC 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 UPSTATE SENIOR LIVING INC 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 UPSTATE SENIOR LIVING INC 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 UPSTATE SENIOR LIVING INC?
- The 990 for the year ended December 31, 2024 names William D Falls.
- Who are the officers and directors of UPSTATE SENIOR LIVING INC?
- The 990 for the year ended December 31, 2024 lists 18 people; 8 received compensation from the organization, the highest $258,136 (James Rick Brackett, CEO).
- How much revenue does UPSTATE SENIOR LIVING INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $26,546,216, expenses of $27,162,333 and total assets of $136,047,103 at year end.
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All nonprofits in GREENVILLE · South Carolina · Human services