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AID UPSTATE INC

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Public IRS 990 nonprofit record

AID UPSTATE INC

EIN 57-0848637 · Health Care (E)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $96.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders20 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

99.31%of revenue went to mission work96.0% of expenses · Program services
0.18%of revenue went to fundraising0.2% of expenses
$103.50spent for every $100 of revenueSpending was higher than revenue this year.
4.01%of revenue went to management and office costs3.9% of expenses
$0.55in assets for every $1 spent this yearSome assets cannot be spent right away.
57.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $426,848 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $263,015 for LORI MALVERN (PROVIDER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$12,186,283
Mission workProgram services$12,102,70799.31% of revenue96.0% of expenses
ManagementOffice and general costs$488,6814.01% of revenue3.9% of expenses
FundraisingAsking for donations$21,7430.18% of revenue0.2% of expenses
Total expenses$12,613,131103.50% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 96.0% mission · 3.9% management · 0.2% fundraisingTotal expenses: 103.50% of revenue
2023Expense mix: 96.7% mission · 2.9% management · 0.5% fundraisingTotal expenses: 108.05% of revenue
2022Expense mix: 96.3% mission · 3.3% management · 0.3% fundraisingTotal expenses: 100.91% of revenue
2021Expense mix: 96.5% mission · 3.2% management · 0.3% fundraisingTotal expenses: 103.05% of revenue
2020Expense mix: 96.7% mission · 2.8% management · 0.4% fundraisingTotal expenses: 99.04% of revenue
2019Expense mix: 96.4% mission · 3.2% management · 0.4% fundraisingTotal expenses: 108.30% of revenue
2018Expense mix: 98.2% mission · 1.7% management · 0.1% fundraisingTotal expenses: 95.45% of revenue
2017Expense mix: 98.7% mission · 1.1% management · 0.2% fundraisingTotal expenses: 87.34% of revenue

Money in and money out

Revenue$12,186,283
Expenses$12,613,131
Annual shortfall $426,848 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$12,102,707 · 96.0% of expenses
Management and office costs$488,681 · 3.9% of expenses
Fundraising$21,743 · 0.2% of expenses
See all reported dollar amounts
Revenue$12,186,283
Expenses$12,613,131
Assets$6,880,377
Income$12,215,358
Contributions$7,053,395
Mission work (program services)$12,102,707
Fundraising$21,743
Management and general$488,681
Accounting fees$42,704
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
LORI MALVERNPROVIDER · 40 hrs/week $263,015Base $252,364 · Other $10,651
BEATY ANDREW HALLCEO (UNTIL NOV 30, 2024) · 40 hrs/week $210,607Base $196,867 · Other $13,740
JOHN SCHRANKPROVIDER · 40 hrs/week $166,371Base $158,777 · Other $7,594
GREGORY CAMPBELLCOO · 40 hrs/week $159,349Base $142,943 · Other $16,406
DOUG MCCORMICKPROVIDER · 40 hrs/week $148,039Base $132,083 · Other $15,956
LAZEDRA CADEPROVIDER · 40 hrs/week $120,750Base $117,412 · Other $3,338
TRACY MERTENS CARRCFO · 40 hrs/week $119,721Base $111,863 · Other $7,858
RAJASHREE RAOCEO (EFFECTIVE DEC 1, 2024) · 40 hrs/week $40,146

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (20)

LORI MALVERNPROVIDER

BEATY ANDREW HALLCEO (UNTIL NOV 30, 2024)

JOHN SCHRANKPROVIDER

GREGORY CAMPBELLCOO

DOUG MCCORMICKPROVIDER

LAZEDRA CADEPROVIDER

TRACY MERTENS CARRCFO

RAJASHREE RAOCEO (EFFECTIVE DEC 1, 2024)

HOLLY SNOWBOARD MEMBER

ZACHARY FREEMANTREASURER

WAYNE BOLIEKBOARD MEMBER

RICHARD MOOSEPRESIDENT

MONICA CULBREATHBOARD MEMBER

AMANDA COOKVICE-PRESIDENT

GAIL MOOSEBOARD MEMBER (TERM ENDED 12/31/24)

DESHAWN NESBITTBOARD MEMBER

DAVID POTTSBOARD MEMBER

CLARK NESBITTBOARD MEMBER (TERM ENDED 12/31/24)

BOB WHITLEYSECRETARY

ANN BLAIR KENNEDYBOARD MEMBER

About this charity

Recognized since
January 1988
Location
811 PENDLETON ST, GREENVILLE, SC 29601-3209
County
Greenville
In care of
Rajashree Roa
Primary officer
Rajashree Roa, CEO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
FORVIS MAZARS LLP
NTEE classification
Health Care (E)
IRS tax category
Health Care

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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