UPSTATE FOREVER (EIN 571070433) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

JOHN KEITH

Phone

8642500500

Tax Period

2023-01-01 to 2023-12-31

UPSTATE FOREVER, founded in 1998, is a community nonprofit in the Environment sector that reported $4.6M in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 31% operating margin.

Mission

UPSTATE FOREVER IS A CONSERVATION ORGANIZATION WITH A MISSION TO PROTECT CRITICAL LANDS, WATERS, AND THE UNIQUE CHARACTER OF THE UPSTATE OF SOUTH CAROLINA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,360,741

Program Service Revenue $17,000

Investment Income $205,350

Other Revenue $0

TOTAL REVENUE $4,583,091

Expense Breakdown

Grants Paid $193,250

Salaries & Benefits $1,952,041

Fundraising Expenses $576,282

Program Expenses $2,426,853

Other Expenses $852,062

TOTAL EXPENSES $3,162,353

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,583,091	$2,494,400	+0.8%
Expenses	$3,162,353	$2,690,777	+0.2%
Net Income	$1,420,738	$-196,377	-8.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

192

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$240,064

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA COOPER	EXECUTIVE DI	40.00	Officer	$128,401	$5,681	$134,082
ALDON KNIGHT	DEVELOPMENT	40.00	Highest	$124,545	$3,750	$128,295
JOY DICKERSON	FINANCIAL DI	40.00	Officer	$91,513	$14,469	$105,982
JOHN KEITH	CHAIR	0.50	Officer Director	$0	$0	$0
ALLEN JACOBY	VICE CHAIR	0.50	Officer Director	$0	$0	$0
TOM KESTER	TREASURER	0.50	Officer Director	$0	$0	$0
JEFF TILLERSON	SECRETARY	0.50	Officer Director	$0	$0	$0
BOB BARETO	DIRECTOR	0.50	Director	$0	$0	$0
JOHN BAUKNIGHT	DIRECTOR	0.50	Director	$0	$0	$0
MIKE BAUR	DIRECTOR	0.50	Director	$0	$0	$0
EVAN CRAMER	DIRECTOR	0.50	Director	$0	$0	$0
SAM ERWIN	DIRECTOR	0.50	Director	$0	$0	$0
PHIL FEISAL	DIRECTOR	0.50	Director	$0	$0	$0
MARY HAQUE	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET HARRISON	DIRECTOR	0.50	Director	$0	$0	$0
GLENN HILLIARD	DIRECTOR	0.50	Director	$0	$0	$0
KATE KONOPASEK	DIRECTOR	0.50	Director	$0	$0	$0
ERWIN MADDREY	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS RICHARDSON	DIRECTOR	0.50	Director	$0	$0	$0
MARK WESSON	DIRECTOR	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$4,583,091	$3,162,353	$9,459,000	$1,420,738
2022	$2,494,400	$2,690,777	$7,494,973	$-196,377
2021	$1,882,250	$2,168,119	$8,968,983	$-285,869
2020	$1,382,086	$1,864,708	$8,803,852	$-482,622
2019	$1,977,977	$1,654,565	$8,703,859	$323,412
2018	$3,747,739	$1,792,626	$7,687,828	$1,955,113

UPSTATE FOREVER