UPSTATE FOREVER

EIN: 571070433 501(c)(3) Environment

GREENVILLE, SC

Total Revenue
$4,583,091
Total Expenses
$3,162,353
Total Assets
$9,459,000
Net Assets
$9,377,193
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
SC
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.

Program Service Accomplishments

Program 1
Expenses: $1,092,876

UPSTATE FOREVER ADVOCATES FOR PROJECTS THAT IMPACT THE UPSTATE COMMUNITY INCLUDING THE PARTNERSHIP FOR THE SALUDA GRADE TRAIL PROJECT, ADMINISTRATION OF THE UPSTATE LAND CONSERVATION FUND (ULCF), THE...

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UPSTATE FOREVER ADVOCATES FOR PROJECTS THAT IMPACT THE UPSTATE COMMUNITY INCLUDING THE PARTNERSHIP FOR THE SALUDA GRADE TRAIL PROJECT, ADMINISTRATION OF THE UPSTATE LAND CONSERVATION FUND (ULCF), THE ENERGY AND STATE POLICY PROGRAM THAT MAINTAINS A LEGISLATIVE FOCUS OF KEEPING UPSTATE CITIZENS AWARE OF ISSUES THAT AFFECT DAILY LIFE AND THE HEALTH OF THE UPSTATE COMMUNITY.

Program 2
Expenses: $695,125

THE UPSTATE FOREVER LAND CONSERVATION PROGRAM IS ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION AND HAS PROTECTED 30,956 ACRES THORUGH 163 CONSERVATION EASEMENTS IN THE UPSTATE OF SOUTH...

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THE UPSTATE FOREVER LAND CONSERVATION PROGRAM IS ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION AND HAS PROTECTED 30,956 ACRES THORUGH 163 CONSERVATION EASEMENTS IN THE UPSTATE OF SOUTH CAROLINA. 23% OF THE EASEMENTS PROVIDE PUBLIC ACCESS AND 29% ARE WORKING FARMS. IN 2023, UPSTATE FOREVER HELPED TO PRESERVE 13 PROJECTS TOTALING ABOUT 737 ACRES AND INITIATED A LAND MANAGEMENT PROGRAM TO HELP RESTORE HABITAT ON CONSERVATION EASEMENT PROPERTIES.

Program 3
Expenses: $431,830

IN 2023, THE CLEAN WATER PROGRAM COLLABORATED WITH DRINKING WATER UTILITIES IN PICKENS AND ANDERSON COUNTIES IN SOUTH CAROLINA TO DEVELOP A SOURCE WATER PROTECTION PLAN IN THE TWELVEMILE CREEK...

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IN 2023, THE CLEAN WATER PROGRAM COLLABORATED WITH DRINKING WATER UTILITIES IN PICKENS AND ANDERSON COUNTIES IN SOUTH CAROLINA TO DEVELOP A SOURCE WATER PROTECTION PLAN IN THE TWELVEMILE CREEK WATERSHED IN PARTNERSHIP WITH CLEMSON UNIVERSITY'S CENTER FOR WATERSHED EXCELLENCE TO DEVISE POLLUTION REDUCTION STRATEGIES IN THESE AREAS. THE ORGANIZATION WORKED WITH PARTNERS TO INSTALL A VARIETY OF BEST MANAGEMENT PRACTICES TO REDUCE WATER POLLUTION AND PERMANENTLY PROTECT LAND IN THE TYGER RIVER WATERSHED IN GREENVILLE AND SPARTANBURG COUNTIES AND IN THE THREE AND TWENTY CREEK WATERSHED IN ANDERSON AND PICKENS COUNTIES. THE ORGANIZATION ALSO PARTICIPATED IN THE DEVELOPMENT OF THE STATE WATER PLAN AND SERVED ON THE BROAD, SALUDA, AND UPPER SAVANNAH RIVER BASIN COUNCILS TO DEVELOP A SUSTAINABLE AND EQUITABLE WATER RESOURCE ALLOCATION PLAN FOR RIVER BASINS IN UPSTATE SOUTH CAROLINA. THE ORGANIZATION ALSO PARTNERED WITH THE TYGER RIVER FOUNDATION ON THE DEVELOPMENT OF A RECREATIONAL MASTER PLAN FOR THE TYGER RIVER RECREATION COORIDOR IN SPARTANBURG COUNTY. THE ORGANIZATION ALSO SERVED ON THE BOARDS OF THE LAKE KEOWEE SOURCE WATER PROTECTION TEAM, THE LAKE HARTWELL PARTNERS FOR CLEAN WATER AND PARTNERED WITH THE REEDY RIVER WATER QUALITY GROUP TO IMPROVE WATER QUALITY IN THE REEDY RIVER WATERSHED THROUGH LOCAL ADVOCACY, EDUCATION, AND PROJECT ENGAGEMENT.

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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%)

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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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Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
30
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
6
$240,064
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
1
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
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